The Survivor's Checklist

05/10/2023 25 min Temporada 1 Episodio 21
The Survivor's Checklist

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Episode Synopsis

The passing of a spouse can be an incredibly difficult process to contend with. In this show, we discuss step-by-step items to consider so that the surviving spouse can focus on grieving their loved one and not be overwhelmed by financial concerns.Visit us online at https://masterplanretire.com/Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodesListen to Mark Fricks on Saturdays at 8:30 a.m. EST on AM920 WGKAPurchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94AlAdvisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants.  The aforementioned are affiliated companies.Send us a textVisit masterplanretire.com to access our retirement checklists, podcasts, and schedule a complimentary consultation.Call 770-980-9262 to speak directly with someone about your retirement planning needs. https://masterplanretire.com/Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodesListen to Mark Fricks on Saturdays at 12:00 p.m. on XTRA 106.3 FM WFOM.Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/eventsPurchase Mark’s book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime, on Amazon: https://a.co/d/4fx94Al Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.