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Episode 92 -The Financial Aspect of Bereavement with Cindy Mueller

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Manage episode 296385634 series 2365731
内容由Jim Black提供。所有播客内容(包括剧集、图形和播客描述)均由 Jim Black 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

While bereavement means losing something significantly meaningful, like a job or connections pre-retirement, bereavement also means losing and facing the passing of a loved one.

In this episode, The Retirement Solution’s Cindy Mueller breaks down everything you need to know about the financial component of bereavement. All this to help you understand how financial planning (and professionals) can help you reduce and mitigate the stress following the passing of a spouse or family member.

Cindy discusses:

  • How financial advisors can help you address bereavement
  • Using The Retirement Solution’s checklist as a guide: First action items individuals have to take care of after losing a loved one
  • Leave IRA’s, Roth IRA’s, and 401k plans alone: Things widows and widower should avoid doing after losing their spouse
  • Financial planning considerations to help people reduce the stress after the passing of their spouse
  • Stories and experiences of widowed individuals
  • And more

Resources:

Connect with Cindy Mueller:

Connect with The Retirement Solution:

About Cindy Mueller:

Cindy joined The Retirement Solution in 2008 with a commitment to delivering sound principles of financial management. She offers clients professional counsel in personal finance, investment advisory services, estate planning, and retirement planning.

  continue reading

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Artwork
icon分享
 

已归档的系列专辑 ("不活跃的收取点" status)

When? This feed was archived on September 02, 2022 14:46 (1+ y ago). Last successful fetch was on July 27, 2022 20:04 (1+ y ago)

Why? 不活跃的收取点 status. 我们的伺服器已尝试了一段时间,但仍然无法截取有效的播客收取点

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 296385634 series 2365731
内容由Jim Black提供。所有播客内容(包括剧集、图形和播客描述)均由 Jim Black 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

While bereavement means losing something significantly meaningful, like a job or connections pre-retirement, bereavement also means losing and facing the passing of a loved one.

In this episode, The Retirement Solution’s Cindy Mueller breaks down everything you need to know about the financial component of bereavement. All this to help you understand how financial planning (and professionals) can help you reduce and mitigate the stress following the passing of a spouse or family member.

Cindy discusses:

  • How financial advisors can help you address bereavement
  • Using The Retirement Solution’s checklist as a guide: First action items individuals have to take care of after losing a loved one
  • Leave IRA’s, Roth IRA’s, and 401k plans alone: Things widows and widower should avoid doing after losing their spouse
  • Financial planning considerations to help people reduce the stress after the passing of their spouse
  • Stories and experiences of widowed individuals
  • And more

Resources:

Connect with Cindy Mueller:

Connect with The Retirement Solution:

About Cindy Mueller:

Cindy joined The Retirement Solution in 2008 with a commitment to delivering sound principles of financial management. She offers clients professional counsel in personal finance, investment advisory services, estate planning, and retirement planning.

  continue reading

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