Скачать или смотреть 🎙️ Navigating Widowhood: Building a Team & the Questions to Ask | Living Richly with Curo | 90

In this episode of Living Richly with Curo, Anne and Atricia discuss the financial and emotional challenges faced by women who have recently lost a spouse. They explore how to build a trusted professional team and ask the right questions to feel supported during this transition.

Here’s what you’ll learn 👇

📝 How to reestablish your financial plan after loss
🏛️ The role of estate planning attorneys
📊 Understanding changes in tax filing status
❓ Key questions to ask financial advisors, attorneys, and CPAs
👥 The importance of a collaborative and trustworthy financial team
⏳ Timing considerations for financial and tax decisions
💡 How intuition plays a role in selecting professionals
⚠️ Avoiding common mistakes when building your financial team

This episode offers practical guidance for moving forward with confidence and creating a strong support system for your financial future.

Live richly!

✉️ Send your questions to podcast@curoprivatewealth.com, and if we use your question you will receive a $10 Amazon gift card!

___________________________________________________________________________

Listen at the Links Below ⬇️

🍎 https://apple.co/48vupOH
🎧 https://spoti.fi/3YtkVyR

___________________________________________________________________________

📲 Check Out Our Other Social Media Pages:

Facebook:   / curoprivatewealth  
Instagram:   / curoprivatewealth  
LinkedIn:   / curo-private-wealth  

___________________________________________________________________________

📌 Related Hashtags:

#FinancialWellness #MoneyMindset #SmartMoneyMoves #FinancialFreedom #PersonalFinanceTips #WealthBuilding #MoneyTalks #IntentionalLiving #LifeAndMoney #FinancialEducation #MoneyGoals #PlanWithPurpose #FinancialJourney #MoneyMatters #RealTalkFinance #FinancialConfidence #EmpoweredMoney #FinanceWithHeart #ModernWealth #MoneyAndMeaning #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #WidowFinancialPlanning #EstatePlanning #TaxStrategies #FinancialAdvisors #WomenAndFinance #WealthManagement #GriefAndMoney #LivingRichly #FinancialEmpowerment #FinancialPlanningTips

___________________________________________________________________________

📌 Related Terms:

widow financial planning, estate planning attorney, tax filing status change, financial advisor questions, life insurance management, tax strategies for widows, building a financial team, grieving and money, collaborative financial planning, women and finance, estate tax minimization, tax implications widow, financial decision making, trusted financial professionals, managing inheritance, tax loss harvesting, holistic financial planning, retirement planning widows, beneficiary designations, financial support after loss

___________________________________________________________________________

⏱️ Timestamps:

0:00 Introduction
03:30 Who Belongs on Your Team
04:13 Financial Advisor Role
05:58 Estate and Tax Pros Explained
07:25 Questions to Ask Each Pro
10:42 Time Sensitive Tax Move
12:09 Trusting Your Gut and Teamwork
16:19 Mistakes to Avoid
18:29 How Curo's Approach Works
20:33 Closing Thoughts