In this episode of EWA’s FIN-LYT Podcast, Matt Blocki and Chris Pavcic talk through one of life’s most difficult transitions: navigating finances after the loss of a loved one. They explain how grief, stress, and decision fatigue can make even simple financial tasks overwhelming, especially when the spouse who passed was the one managing the family’s money. Matt and Chris outline the key steps couples can take in advance. From consolidating accounts to updating beneficiaries and estate documents. All to make the transition smoother and avoid probate, tax surprises, and unnecessary complexity.
They also walk through what to do if no preparation was done ahead of time. Matt and Chris explain how they help families reverse-audit tax returns and bank statements to uncover accounts, track down life insurance, organize assets, and sort through Social Security benefits. They clarify what needs to be handled immediately versus what can wait a few months, giving surviving spouses space to focus on emotional recovery while still protecting their financial well-being.
Finally, they discuss how to rebuild a financial plan once the initial dust settles. This includes establishing a new budget, redefining goals, restructuring investments, and creating a long-term strategy that supports stability, dignity, and confidence moving forward.
Whether you're preparing ahead or navigating a loss right now, this episode brings clarity and structure to an otherwise overwhelming process.
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