You’re Not Alone: How Advisors Can Help After Losing A Spouse | The Financial Commute (Ep. 161) скачать в хорошем качестве

You’re Not Alone: How Advisors Can Help After Losing A Spouse | The Financial Commute (Ep. 161)

Losing a spouse is one of life’s most impactful and difficult experiences. What can make it even harder is that amidst their grief, widowers and widows are often faced with administrative tasks and important financial decisions. In this episode of THE FINANCIAL COMMUTE, Wealth Advisors Sophie Leahy and Chris Galeski discuss these challenges, sharing how grief and financial decisions intersect and how professional guidance can provide clarity during such a life-changing transition. Subscribe to receive new episodes of THE FINANCIAL COMMUTE to your inbox each week: https://mailchi.mp/mortonwealth/the-f... Interested in learning more about our investing and planning advice? Schedule an introductory call with an advisor: https://www.bit.ly/mortonintroductory... Or visit our website to learn more: https://wwww.mortonwealth.com The information presented herein is for discussion and illustrative purposes only. It is not intended as investment advice or financial advice and should not be construed as an offer or solicitation with respect to the purchase of any security or asset class. Morton makes no representations as to the actual composition or performance of any asset class. There is no guarantee that the investment objective will be achieved. Morton Wealth makes no representation that the strategies described are suitable or appropriate for any person. The views and opinions expressed by the speakers are as of the date of the recording and are subject to change. It should not be assumed that Morton will make recommendations in the future that are consistent with the views expressed herein. Past performance is no guarantee of future results. You should consult with your financial advisor to thoroughly review all information before implementing any transactions and/or strategies concerning your finances. #financialplanning #personalfinance #grief #widow #widowhood #familyfinance