The Wealth Cafe

Financial Planning After Divorce or Loss: Start Over Strong


Listen Later

Research suggests that one in three women will face at least one major financial transition alone during their lifetime. If you’re worried that you could be one of those women and this reality keeps you up at night, you’ll want to make sure to tune in for this episode. During this heavy conversation, we’ll be talking all about the grief and disruption divorce or death can cause, not only on your everyday life, but your financial life as well. What we hope you get out of this episode are ways to best be prepared for the first 12 months after the loss of a spouse and how the decisions made during this time can impact your financial future.   

What we’ll cover:

✅ How to handle year one.

✅ Common mistakes to avoid.

✅ How taxes change after losing a spouse.

✅ Smart strategies to consider. 

We encourage you to start building relationships with various types of financial team members, so that they can make sure, when this day comes, you’re comfortable and in the best spot possible to move forward with the rest of your life. Even if this episode doesn’t apply to your specific situation yet, it’s always important to be prepared because you never know what life will throw at you.

☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode.

🔍INSTAGRAM:  /  / https://www.instagram.com/tanisfingroup/  

LINKEDIN:  /  / https://www.linkedin.com/in/caroline-tanis/ 

YOUTUBE:  /  / https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w 

BLOG:  /  / https://tanisfingroup.com/blog/ 

------------

🔗CONNECT

Website: https://tanisfingroup.com/  

Email: [email protected] 

...more
View all episodesView all episodes
Download on the App Store

The Wealth CafeBy Caroline Tanis