The Retirement Nerds
The Retirement Nerds
Erik Soderborg
Make Smart Money Decisions After the Death of Your Spouse with Jaeden May
33 minutes Posted Jan 19, 2025 at 11:09 pm.
A Team Effort
Your Support Team
Important Financial Accounts
Life Insurance
Employer Pensions
Beneficiaries
Social Security Benefits
Revisit Your Plan
Remarriage
Single
Just the Start
Disclosures
0:00
33:43
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Show notes
Losing a spouse is one of the most devastating experiences. Finances are the last thing on your mind. But, if you don't plan, financial stress could cripple your freedom to mourn in peace.
Jaeden May from Adams Wealth Advisors outlines what to do when you lose a spouse and how to plan beforehand to make the unfortunate transition as easy as possible on you and your family.
*Connect with Jaeden here:*
https://adamswealthadvisors.com/jaeden
*Life Insurance Policy Locator*
https://eapps.naic.org/life-policy-locator/#/welcome
Here is a list from Health Equity of Qualified Medical Expenses (QME):
https://www.healthequity.com/hsa-qme
Need help? Email me!
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This video is NOT sponsored.
The Retirement Nerds is the no-cost educational platform and serves to offer information around Medicare, Social Security, Financial Planning, and Estate Planning.
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Federal Disclaimer:
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.
Disclosure:
This podcast is intended for informational purposes only, and is not a substitute for personal advice from Adams Wealth Advisors. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved.