Navigating Life After Loss – Part 1: The First Week (Ep. 67)
Grieving the loss of a spouse is devastating. During that fog, there’s still paperwork, decisions, and urgent tasks demanding attention.
In this episode, we open up a three-part series called “Life After Loss.” I start by focusing on the first few days after losing a spouse, sharing essential steps to help with emotional healing and practical planning.
Key takeaways:
- How to prioritize both emotional well-being and urgent financial responsibilities in the first week of widowhood
- The importance of requesting 20–30 certified death certificates and why it’s better to order more than needed
- Who to contact immediately, including attorneys, financial advisors, Social Security, and employers
- The impact of joint vs. individual account ownership and how that can affect access to funds
- How estate planning and clear communication can prevent emotional and financial turmoil for surviving spouses
- And more!
Resources:
Connect with Eric Blake:
- www.TheSimplyRetirementPodcast.com
- Join the Simply Retirement Newsletter
- Ask a Question or Suggest a Topic for the Podcast
- Blake Wealth Management
- YouTube
Podcast: Play in new window | Download | Embed