Family Matters: What Happens After They’re Gone?

There’s a hard truth in retirement planning. At some point, one spouse will be left to manage the finances alone. And for many families, that reality is both emotional and financially complex. In this episode, Tad and Tyler tackle what happens after a spouse passes away, from lost income and pension benefits to taxes, estate decisions, and legacy conversations most people put off far too long. 

Here’s what we discuss in today’s show:

🧓 What happens to Social Security when one spouse dies

💸 The hidden risk of electing the wrong pension option

🛑 Why avoiding these conversations can cost your family later

🧾 How to prevent leaving a tax time bomb for your kids

❤️ Real client stories that bring the planning to life

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