Feature

Preparing to Make Financial Decisions (Ep 5)



Making decisions and taking action can be quite difficult for a widow. However, at some point you must address financial issues that need your attention. 

Organizing your finances is critical to giving you a sense of control. It can also reduce your concerns about financial stability while you’re still dealing with grief, fear, and uncertainty.

So, where and how do you start? 

In this episode, Todd Bessey discusses best practices when helping widows deal with the financial decision making process. 

Todd discusses: 

  • Why having a good support system is so important
  • The value of having a trusted professional to guide you through making financial decisions
  • The different types of retirement accounts that need to be looked at or reviewed
  • The effects of the surviving spouse not being employed
  • And More!

Connect with Todd Bessey: