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Navigating the Financial Impacts of Losing a Loved One
What are the financial impacts of losing a loved one — and how should you navigate them as you mourn their loss? On today’s episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, explore how loss affects individuals financially. They also review actionable ways in which you can accept your own mortality and prepare so you can reduce strain on the people you care about at your death, from naming beneficiaries on your first accounts to creating a robust estate plan and everything in between.
Have a money or tax question for us? Send it to podcast@fpfoco.com, and Jason or Regina might…
The skinny
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