Learn more about the Fundamental Retirement Plan: https://www.fundamentalwealth.ca/get-started

Losing a spouse is one of the most difficult experiences someone can go through. When you’re ready, there are important financial steps that need to be considered.

In this episode of Retiring Canada, we walk through six key financial steps to take after the loss of a spouse, helping you get organized and make informed decisions during a difficult time.

You’ll learn how to approach financial decisions carefully, understand changes to government benefits like CPP survivor benefits, and navigate important tax considerations that may arise.

We also cover reviewing your estate plan, updating beneficiaries, assessing insurance needs, and creating a clear plan moving forward.

This episode is for Canadian retirees and families who want guidance on what to do next after the loss of a loved one.

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EPISODE RESOURCES:
📊 Work with Michael: https://fundamentalwealth.ca/get-started

💻 Subscribe to the Newsletter: https://www.retiringcanada.ca/retirement-newsletter

👉 Download Our Latest Retirement Guide: https://www.retiringcanada.ca/retirement-guide

✏️ Submit Your Question: https://www.retiringcanada.ca/submit-your-question

🌐 Retiring Canada Website: https://www.retiringcanada.ca

🧠 Mental Health Support: https://www.wellnesstogether.ca

LINKS: 

What Getting Organized Looks Like 

www.wellnesstogether.ca