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Podcast: Retire Today
Episode: The Widow’s Guide to Keeping More of Her Assets – With Bill Harris | Podcast
Description: #41 – We understand that early widowhood is a time of grief and sorrow. That’s why we want to do our best to help widows get through this time by relieving their financial burden.
In this episode, Jeremy Keil joins Bill Harris, RMA®, CFP®, an advisor with WH Cornerstone Investments. Together, they help widows navigate through the emotionally overwhelming path of widowhood so that they can make more informed decisions about their finances, especially in areas that have long-term consequences and cannot be easily reversed.
You will learn:
4 ways to manage money inherited from your spouse...