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.
Planning With Purpose
What Financial Steps to Take After Your Spouse Passes
June 13, 2022
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Blake
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Season 1
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Episode 1
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.