Planning With Purpose
Planning With Purpose is hosted by California Wealth Transitions, a boutique financial planning and investment firm that specializes in helping high net worth individuals and their families, with a focus on women in financial transition. Our goal for this podcast is to share stories and insights to help our listeners navigate complex financial situations, such as losing a spouse, retirement, selling a business, getting divorced, and everything in between.
Podcasting since 2022 • 1 episodes
Planning With Purpose
Latest Episodes
What Financial Steps to Take After Your Spouse Passes
Krista Murray sits down with David Brandt and Tim McCandless to discuss their experience helping clients who’ve lost a spouse, as well as outlining which steps are important to take now and what can wait.
June 13, 2022
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Season 1
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Episode 1
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16:41