Ep. 1 What To Do If a Loved One Dies, And You've Never Handled The Money

Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
25/04/2023 21 min Temporada 1 Episodio 1
Ep. 1 What To Do If a Loved One Dies, And You've Never Handled The Money

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Episode Synopsis

Send us a textIn this episode, Mike and Maddie discuss the purpose for the podcast, give an intro to our fee-only firm, and discuss how to handle things when a loved one dies and you have never handled the family's money. Spoiler alert: we discuss the "F" word, yes fiduciary

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