Financial Planning For Widows: What To Do After Losing A Spouse Protect Your Assets podcast

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Financial Planning for Widows: What to Do After Losing a Spouse

12d ago 42:21

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Losing a spouse often means stepping into unfamiliar financial territory at a time when decision-making may feel overwhelming. In this episode of Protect Your Assets, David Hollander, joined by his daughter and Wealth Advisor Claire Hollander, offers thoughtful guidance on how widows can begin navigating their financial life after loss. They explore practical first steps, including organizing key documents, reviewing beneficiary designations, and revisiting your investment strategy to reflect your new needs.

Whether you're newly widowed or supporting someone who is, this episode offers a structured approach to addressing financial questions with clarity and care.

You can send your questions to [email protected] for a chance to be answered on air.

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