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Episode 15 | My Spouse Passed Away! Now What? (Part II)
🤝 Welcome to Episode 15 of Living Richly with Curo!
In this episode, we delve into the “Growth” phase, a critical step in transitioning after losing a spouse, as outlined by Kathleen Real. We discuss the importance of creating an updated financial plan tailored to one’s new circumstances, setting short-term goals, and adjusting cash flow and budget.
Additionally, we emphasize the necessity of reviewing and updating estate plans, including beneficiary designations and healthcare directives. Finally, we highlight the value of self-care, community support, and being open to new friendships during this challenging time.
Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!
Live richly!
#LivingRichly #Podcast #PersonalFinance
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By Curo Private Wealth🤝 Welcome to Episode 15 of Living Richly with Curo!
In this episode, we delve into the “Growth” phase, a critical step in transitioning after losing a spouse, as outlined by Kathleen Real. We discuss the importance of creating an updated financial plan tailored to one’s new circumstances, setting short-term goals, and adjusting cash flow and budget.
Additionally, we emphasize the necessity of reviewing and updating estate plans, including beneficiary designations and healthcare directives. Finally, we highlight the value of self-care, community support, and being open to new friendships during this challenging time.
Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!
Live richly!
#LivingRichly #Podcast #PersonalFinance