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4-3-2025 Dollars and Sense, Financial Advice When a Loved One Dies
How much experience do you have with what to do when someone close to you dies? For most people, the death of a spouse or significant other may be the first or ONLY time in their life that they have to deal with it directly and financially.
In today’s episode of the podcast, Marc and Marion go through some of the most common advice they give when it comes to handling the death of a spouse or loved one. They discuss the importance of beneficiaries, how beneficiaries override what’s in a will, life insurance and more.
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #: 716279
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
View all episodes
By Freedman FinancialHow much experience do you have with what to do when someone close to you dies? For most people, the death of a spouse or significant other may be the first or ONLY time in their life that they have to deal with it directly and financially.
In today’s episode of the podcast, Marc and Marion go through some of the most common advice they give when it comes to handling the death of a spouse or loved one. They discuss the importance of beneficiaries, how beneficiaries override what’s in a will, life insurance and more.
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #: 716279
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean