April 24, 2023

Preparing for the Loss of a Parent, Spouse, or Other Family Member

52 minutes

April 24, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Joel Cundick, CFP®. On today’s program, Joel will talk about what to do after the sudden death of a spouse, parent, or other family member. He will discuss the importance of having finances in order in advance and answer the questions:

What information can you gather now to minimize the difficulty of a possible death of a spouse?

What modifications should be made to a portfolio to stress-test it for that kind of change?

If you have recently lost a spouse, what are the most important things to do financially?

What dates are critical to remember and why?

For questions or comments, email us in advance at [email protected]

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By Federal News Network | Hubbard Radio

4.2

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April 24, 2023

Preparing for the Loss of a Parent, Spouse, or Other Family Member

52 minutes

What information can you gather now to minimize the difficulty of a possible death of a spouse?

What modifications should be made to a portfolio to stress-test it for that kind of change?

If you have recently lost a spouse, what are the most important things to do financially?

What dates are critical to remember and why?

For questions or comments, email us in advance at [email protected]

Learn more about your ad choices. Visit podcastchoices.com/adchoices

...more

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Preparing for the Loss of a Parent, Spouse, or Other Family Member

Preparing for the Loss of a Parent, Spouse, or Other Family Member