Retire With Freedom: Featuring Freedom Financial Group's Toni, Tyler & Tad Hill
Join us each week for important financial and retirement planning guidance on the Retire With Freedom Podcast with Tad Hill, RFC®, CRPC®, Toni Hill, RFC®, and Tyler Hill RFC® of Freedom Financial Group. Tad, Toni, and Tyler will talk about important topics related to your IRAs, 401(k)s, Social Security, and more. They'll help you understand things like market volatility, risk, annuities, and so much more. Freedom Financial Group helps you manage all the pieces of your retirement plan so you can retire with confidence. If you'd like to contact the team, call 205-988-0006 or visit them online at https://www.askfreedomfinancial.com/ to start your conversation today! Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1768991- 4/23
Retire With Freedom: Featuring Freedom Financial Group's Toni, Tyler & Tad Hill
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
We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006
Listen to more content:
https://www.askfreedomfinancial.com/in-the-media/#radio
