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Find out what it means to “Retire Your Way” by subscribing and listening to Dave Lopez’s podcast.  You’ll hear Dave talk about current events impacting the economy and overall retirement landscape, as well as ILG Financial’s 5-Step Process where you receive comprehensive advice from their team of highly qualified professionals who’ve successfully managed money through some of the most difficult times in history.

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  2. How to Prepare for the “Survivor’s Penalty” Before a Spouse Passes

How to Prepare for the “Survivor’s Penalty” Before a Spouse Passes

Dec 18, 2023

When thinking about retirement, it's easy for a lot of people to plan for the fun, the new, and the exciting. But it’s just as, if not even more, important to plan for the parts of the future that aren’t as fun to think about. For married couples, one of these things is planning what life, and finances, will look like after the death of a spouse. This is extremely important, because the structure of a retirement plan shifts in many ways when one spouse pre-deceases the other one, and the effects of these shifts can affect your entire retirement plan. On this episode of the Retire Your Way with ILG Financial Podcast, Chase Lopez talks about these issues and what you should consider when thinking about for your own retirement plan.