Navigating Life After Significant Loss

Money Wisdom

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3M ago 13:27

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Losing a spouse is one of the most challenging experiences one can face. The emotional toll is immense, and the financial implications can be equally daunting. In our latest episode of Money Wisdom, Eric Hogarth, CFP® joins the show to offer insights and practical advice to help those navigating life after such a significant loss.

The stark reality is women are statistically more likely to outlive their husbands, which underscores the importance of financial planning tailored to the needs of surviving spouses, particularly women. We’ve had experiences with people that were well-prepared and able to embrace life after their spouse passed but others who really struggled with the change.

Here’s some of what we discuss in this episode:

Examples of clients who have been widowed and life never was the same.
Examples of clients who have been widowed but were still able to prosper after.
The two or three main issues that people have to deal with when losing a spouse.
How we approach our conversations about this topic when it’s difficult to face.

Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/

Contact our team: https://johnsonbrunetti.com/contact-us/

100 episoder

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