Bogleheads On Investing Podcast cover image

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

00:00

Navigating Financial Planning After Loss

This chapter addresses the financial challenges that surviving spouses encounter following a partner's death. It offers guidance on succession planning, selecting appropriate financial assistance, and understanding the nuances of investment management versus financial planning services.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner