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Navigating the Financial Impacts of Losing a Loved One
Manage episode 440713041 series 3458449
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What are the financial impacts of losing a loved one — and how should you navigate them as you mourn their loss? On today’s episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, explore how loss affects individuals financially. They also review actionable ways in which you can accept your own mortality and prepare so you can reduce strain on the people you care about at your death, from naming beneficiaries on your first accounts to creating a robust estate plan and everything in between.
Have a money or tax question for us? Send it to podcast@fpfoco.com, and Jason or Regina might answer your question in a future episode! We’ll release a new one every other Thursday, and they’re ad-free for everyone — no subscription required.
Learn more about FPFoCo at fpfoco.com, and be sure to subscribe to get the latest episodes in your favorite podcast feed! You can also follow us on your favorite social media platforms @fpfoco.
Jason Speciner and Regina Neenan are investment advisor representatives of FPFoCo, a registered investment advisor.
The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice.
© 2024 FPFoCo
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