THE FINANCIAL COMMUTE
Hosted by Wealth Advisor Chris Galeski, THE FINANCIAL COMMUTE is a weekly podcast that gives the rundown on what's going on in the current market, how it affects you, and what you can do about it – all designed to fit into your commute. Each week Chris welcomes an expert guest, including Morton Wealth advisors, fund managers, and investment analysts, to break down complex financial topics. Our goal for this podcast is to provide you with the tools to help you navigate this challenging environment, leading to a path of more confident investing.
THE FINANCIAL COMMUTE
You’re Not Alone: How Advisors Can Help After Losing A Spouse
Losing a spouse is one of life’s most impactful and difficult experiences. What can make it even harder is that amidst their grief, widowers and widows are often faced with administrative tasks and important financial decisions.
In this episode of THE FINANCIAL COMMUTE, Wealth Advisors Sophie Leahy and Chris Galeski discuss these challenges, sharing how grief and financial decisions intersect and how professional guidance can provide clarity during such a life-changing transition.
Tune in if you’re interested in:
- Practical steps to take in the first year after loss
- How to prepare your finances and estate plan before it’s needed
- Common mistakes to avoid when emotions are high
- Ways to rebuild confidence and create a new financial plan
- The value of professional and emotional support during such a transition