🤝 Welcome to Episode 14 of Living Richly with Curo!
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In this episode, we delve into the financial considerations following the passing of a spouse. Drawing from our extensive experience at Curo Private Wealth, we offer guidance specifically for widowed clients, with a focus on women navigating this challenging transition.
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We explore Kathleen Real’s concept of the three stages of widowhood: grief, growth, and grace, and discuss the importance of assembling a supportive team of professionals. Additionally, we emphasize the need for organization, understanding immediate and deferred decisions, and caution against hasty financial moves. It’s a difficult topic, but a necessary one to discuss.
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Live richly!
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Send your questions to podcast@curoprivatewealth.com, and if we use your question you will receive a $10 Amazon gift card!
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