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If You Lose A Loved One: Brad's Checklist

If You Lose A Loved One: Brad's Checklist

FromMake Your Money Matter


If You Lose A Loved One: Brad's Checklist

FromMake Your Money Matter

ratings:
Length:
15 minutes
Released:
Aug 23, 2023
Format:
Podcast episode

Description

When we lose a loved one, making the grieving process less painful is challenging. There are many decisions to be made and it can be a daunting task. Today, Brad shares a helpful checklist that could help us all manage the grief we may go through when someone we care about, passes away. Listen now.  Show Highlights Include: Rationalizing Grief. (2:48)  The Emotional Checklist. (4:59)  How Insurance Can Come Into Play. (7:40)  Bill Related Financial Affairs. (9:18)  Do Not Do These Things. (11:13) To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you. SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
Released:
Aug 23, 2023
Format:
Podcast episode

Titles in the series (100)

Make Your Money Matter is a show dedicated to separating myth from truth, so you may avoid the most common mistakes many Americans make with their money and make better financial decisions. Your host Brad Barrett, CFP® is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing over $2.5 Billion in assets for clients across the country. He has advised individuals and families for over 15 years, is an active member of Kingdom Advisors, a biblically based advisory network and holds the Certified Financial Planner™ designation.