Laura and Jeremiah discuss practical tasks to handle after losing a loved one, like rolling over retirement accounts and changing beneficiaries. They remind listeners to allow time to grieve before making major decisions. The hosts cover managing debts and taxes and reviewing estate plans. Laura emphasizes updating support systems through groups since grieving is hard to do alone. Jeremiah notes the importance of multi-generational financial planning meetings. They aim to equip listeners with resources for both financial and emotional well-being.
Reach out at contact@tricordadvisors.com
This week on Building Wealthy Habits:
Connect with Jeremiah:
Connect with Laura:
