You don’t need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call"A plan today ensures peace for your loved ones tomorrow."Chapters:0:00 - Podcast Introduction1:00 - The Importance of Financial Planning for Couples4:15 - Why Tax Planning is Crucial for Survivors7:30 - Understanding Survivor Benefits and Health Insurance11:00 - The Role of Trust and Fiduciaries in Financial Planning15:30 - Why You Should Involve the Next Generation in Planning17:45 - Common Financial Pitfalls After a Spouse Passes21:30 - Key Accounts to Update and Monitor After a Loss25:15 - How to Organize Documents and Certificates for Survivors34:00 - Mental Health: Coping with Loss and Financial Stress39:36 - ClosingConnect with CD Financial for More Insights:Twitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/Subscribe and Stay Updated: Don’t miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call#RetirementPlanning #OpenSeason2024 #FEHB #FederalEmployees #HealthInsurance #Podcast #FinancialWellness #CDFinancial #HealthMeetsWealth #InsuranceComparisonAdvisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.Support the show

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