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Planning with Purpose

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.

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