Latest / Pivot with Darryl Lyons
What Financial Questions Should Widows Ask First?
In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, sits down with PAX Financial Advisor Haley Wall for a heartfelt discussion on the emotional and financial challenges faced by widows.
Drawing from real-life experiences and her work as a certified Loss of Life Advocate, Haley explains how widows can regain clarity and make informed financial decisions after a loss. From navigating life insurance and estate documents to avoiding predatory scams and understanding Social Security's widow blackout period, this episode offers practical guidance and…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.