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Episode 249: Educating Clients: Widowhood, Wisdom and Wealth
Manage episode 408976730 series 2914144
Molly McGrath द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Molly McGrath या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
In this episode, Molly is joined by Donna Kendrick, a financial services expert with a special passion for assisting widows in managing their financial lives during and after the life-altering loss of a spouse. The discussion delves into Donna's personal journey from widowhood to financial advisor, her published book for navigating the complexities of widowhood, and her unique eight-week course designed to support individuals through this challenging time.
Key Takeaways:
- Preparation and prior conversations about estate planning are crucial to avoid unnecessary stress and anxiety during times of loss.
- Donna's book "A Guide to Widowhood" provides valuable insights and practical steps for those dealing with the immediate aftermath of losing a spouse.
- Financial advisors and estate attorneys can work collaboratively to support clients, both pre- and post-transition, with clear communication and empathy.
- Donna's eight-week course and personal document locator checklist can empower individuals during times of great emotional and financial upheaval.
Quote for the Show: "Sometimes you can learn more about the values of your client and where they want life to go by just listening." - Donna Kendrick
Links
Sephton Financial Website: https://sephtonfinancial.com
- Widow & Wisdom Website: https://www.widow-wisdom.com
Facebook: https://www.facebook.com/widowandwisdom
Law Firm Admin Bootcamp: https://www.lawfirmadminbootcamp.com/
Get Fix My Boss Book: https://amzn.to/3PCeEhk
Ways to Tune In:
Amazon Music - https://www.amazon.com/Hiring-and-Empowering-Solutions/dp/B08JJSLJ7N
Apple Podcast - https://podcasts.apple.com/us/podcast/hiring-and-empowering-solutions/id1460184599
Spotify - https://open.spotify.com/show/3oIfsDDnEDDkcumTCygHDH
Google Podcast - https://podcasts.google.com/feed/aHR0cDovL2ZlZWRzLmxpYnN5bi5jb20vMTc4MTM2L3Jzcw
Stitcher - https://www.stitcher.com/show/hiring-and-empowering-solutions
YouTube - https://youtu.be/Yj8Wsj8IZ4k
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