Retire On Your Best Path with Liz Whitteberry

Author: Liz Whitteberry

If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach to planning and learn why it's so important to have a clear, comprehensive, collaborative, and compassionate process to get to, and through, retirement. If you have any questions or want to reach out, go to https://www.bestpathadvisors.com or call 817-849-1375 for more information.
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Language: en-us

Genres: Business, Careers, Investing

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Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
Thursday, 8 May, 2025

Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes as a single filer. We explore actionable strategies to address these problems, such as the importance of life insurance, the ins and outs of spousal pension continuation, and how Roth conversions can offer critical tax advantages for surviving spouses. Here’s some of what we discuss in today’s show:Planning ahead to ease financial burdens after losing a spouseManaging income gaps: Social Security loss, pension choices, and strategiesUnderstanding tax changes for surviving spousesUsing Roth conversions to reduce future taxesThe benefits of trusts versus willsAvoid The Widow’s Tax Trap Video:https://youtu.be/GZBhlwWRELQSubscribe to Liz's YouTube Channel: Best Path Advisors - YouTube