Jaeden May from Adams Wealth Advisors outlines what to do when you lose a spouse and how to plan beforehand to make the unfortunate transition as easy as possible on you and your family.

https://adamswealthadvisors.com/jaeden

https://eapps.naic.org/life-policy-locator/#/welcome

https://www.healthequity.com/hsa-qme

Visit our website: https://www.TheRetirementNerds.com

https://theretirementnerds.com/newsletter/

====================================

This video is NOT sponsored.

The Retirement Nerds is the no-cost educational platform and serves to offer information around Medicare, Social Security, Financial Planning, and Estate Planning.

⏰ TIME CODES ⏰

0:00 A Team Effort

3:30 Your Support Team

8:08 Important Financial Accounts

10:21 Life Insurance

14:12 Employer Pensions

16:14 Beneficiaries

20:14 Social Security Benefits

22:44 Revisit Your Plan

28:25 Remarriage

30:52 Single

32:10 Just the Start

33:30 Disclosures

=============================

#estateplanning #financialplanning #90daysfromretirement

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.

This podcast is intended for informational purposes only, and is not a substitute for personal advice from Adams Wealth Advisors. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved.