🤝 Welcome to Episode 15 of Living Richly with Curo!
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In this episode, we delve into the “Growth” phase, a critical step in transitioning after losing a spouse, as outlined by Kathleen Real. We discuss the importance of creating an updated financial plan tailored to one’s new circumstances, setting short-term goals, and adjusting cash flow and budget.
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Additionally, we emphasize the necessity of reviewing and updating estate plans, including beneficiary designations and healthcare directives. Finally, we highlight the value of self-care, community support, and being open to new friendships during this challenging time.
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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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Live richly!
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#LivingRichly #Podcast #PersonalFinance