Ep 8: Reassessing Risk Tolerance and Capacity after Losing a Spouse
In this episode of Finance Through the Fog, Jeff explores how risk tolerance and risk capacity can shift after the loss of a spouse. He explains the difference between the two, walks through ways to assess your own risk profile, and discusses why major life transitions are a key time to revisit it. Jeff also covers tax, investment, and estate planning strategies, and how to manage your portfolio while navigating the emotional side of loss.
