A Financial Path for Widows (and Those About to Be) скачать в хорошем качестве

A Financial Path for Widows (and Those About to Be)

If you have recently lost a spouse—or you expect you may soon—this is for you. In the middle of grief, you can get forced into an administrative job you never applied for. Sometimes a feeling comes that administrative things must be done NOW. Sometimes this is true, and other times not. It can feel like you’re expected to become a probate, tax, legal, and financial expert at the exact moment you may have the least capacity or interest in doing so. In this video, Bryan Hancock, MBA, CFP®, covers: Reducing risks Reducing moving parts Putting out fires in the basement Getting a trusted second opinion Delaying permanent decisions The full article: timberchase.net/blog/financial-path-for-widows Does My Financial Advisor Have a Conflict of Interest? timberchase.net/blog/conflict-of-interest What Do I Do Next? A Financial Guide for Widows timberchase.net/blog/what-do-i-do-next ABOUT TIMBERCHASE FINANCIAL: We help high-net-worth families simplify financial complexity and make thoughtful, values-aligned decisions. Learn more at timberchase.net TIMESTAMPS: 0:00 - Intro 1:09 - Five themes of the framework 1:30 - Reducing risks 2:23 - Reduce moving parts 3:10 - Put out fires in the basement 3:50 - Find a trusted second opinion 4:53 - Delay permanent decisions 5:42 - Final word