{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Retirement Tax Matters | Advanced Tax Planning for High-Net-Worth Retirees","title":"You’ve Saved Enough, but Will Your Surviving Spouse Continue to Spend? | Episode 32","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/181bb7b5\"></iframe>","width":"100%","height":180,"duration":1782,"description":"In many high-net-worth households, one spouse naturally takes the lead as the primary financial quarterback. While this works well during the accumulation years, it often creates a significant challenges later in retirement. On this episode of Retirement Tax Matters, Garrett Crawford, CFP® and Adam Reed discuss the psychological gap between having a multi-million dollar portfolio and having the actual confidence to spend it, especially for a surviving spouse who has been less involved in the family finances.\n\nClick Here to get our FREE 5 step tax planning framework for High-Net-Worth Retirees between $2M-$8M\n\nTimestamps:\n(00:00) - Introduction and Guilty Spending Habits(02:55) - Helping Your Spouse Spend in Retirement(06:15) - The Scarcity Mindset in Surviving Spouses(09:10) - Addressing Annuities(13:10) - Simple vs. Complicated Financial Products(15:20) - Forced Income for Surviving Spouse(19:35) - MFJ vs Single Filer(24:10) - Finding the Right Advice(28:15) - Next Steps: Tax Planning Checklists and Projections\n\nDisclosures Here","thumbnail_url":"https://img.transistorcdn.com/QMBp4ueQC8kgGJT6p5R0uXjrbcTiKAgi9QK0kiNMFPA/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8wYzY3/YjA3YWZlMmM4NTRl/ZTkwNWI5NTYyYTZm/NmQzZi5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}