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Episode 79, Mike Piper, CPA, author of After the Death of a Spouse, Next Financial Steps for Surviving Spouses, host Rick Ferri

Bogleheads On Investing Podcast

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The Importance of Pre-Established Financial Relationships for Surviving Spouses

This chapter explores the importance of developing financial relationships before the loss of a spouse. The speakers share anecdotes to illustrate that prior discussions with financial advisors can significantly aid surviving spouses in navigating financial decisions during difficult times.

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