What Markets and Taxes Are Really Doing to Retirement

On this week’s episode of More Than Money, Leanna Wachniak and Rob Gerrie discuss today’s global headlines and what market history can teach us during times of uncertainty.

Next, they explore why tax season can be especially challenging for solo retirees compared to couples. Elizabeth Brown, Director of Single Seniors for Tax Fairness, joins the conversation to explain the issues single seniors face and what her organization is doing to push for change.

Then, Leanna and Rob discuss the role pets can play in retirement. While pets can offer companionship and support well-being, they also come with costs and long-term responsibilities. Philip Tedeschi, Founder and Director of the Institute for Human-Animal Connection and professor at the University of Denver, joins the show to explore both sides.

To close the show, Leanna and Rob share personal family experiences with retirement, from Rob’s mother navigating retirement on her own to Leanna’s grandfather facing retirement without financial security.

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