Welcome to our Podcast Planning with Purpose
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, preparing to transfer wealth to the next generation, getting divorced, and everything in between.
Episode 1 | What Financial Steps to Take After Your Spouse Passes
In our premiere episode, 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.Want to Hear More?
Use the form below to sign up for an email notification when we announce new episodes. We’d love to hear from you and answer any questions you have!
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