A Financial Path for Widows (and Those About to Be)

Описание: If you have recently lost a spouse—or you expect you may soon—this is for you.

In the middle of grief, you can get forced into an administrative job you never applied for. Sometimes a feeling comes that administrative things must be done NOW. Sometimes this is true, and other times not. It can feel like you’re expected to become a probate, tax, legal, and financial expert at the exact moment you may have the least capacity or interest in doing so.

In this video, Bryan Hancock, MBA, CFP®, covers:
Reducing risks
Reducing moving parts
Putting out fires in the basement
Getting a trusted second opinion
Delaying permanent decisions

The full article:
timberchase.net/blog/financial-path-for-widows

Does My Financial Advisor Have a Conflict of Interest?
timberchase.net/blog/conflict-of-interest

What Do I Do Next? A Financial Guide for Widows
timberchase.net/blog/what-do-i-do-next

ABOUT TIMBERCHASE FINANCIAL:
We help high-net-worth families simplify financial complexity and make thoughtful, values-aligned decisions. Learn more at timberchase.net

TIMESTAMPS:
0:00 - Intro
1:09 - Five themes of the framework
1:30 - Reducing risks
2:23 - Reduce moving parts
3:10 - Put out fires in the basement
3:50 - Find a trusted second opinion
4:53 - Delay permanent decisions
5:42 - Final word