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S4 Ep 7: "Understand Your Financial Goals After Loss" - Guests Dan Schlein and Frank Randall from Alliance Advisory Group
Manage episode 438243010 series 3598017
Sisällön tarjoaa Shannon Traphagen (S.M. Traphagen). Shannon Traphagen (S.M. Traphagen) tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
There are so many facets of the grief and loss journey. One that many don't think of is financial understanding.
Whether it's starting a non-profit organization after a loss or trying to navigate investing from money left to you after a death, it's vital to know how to advocate for your own best interests. Self advocating is important in in all areas of life, not just in caregiving or physical health.
Today, I sit down with Frank Randall and Dan Schlein of Alliance Advisory Group to discuss the who, what, where, when, and why of financial advising and important questions people should be asking when meeting with a financial advisor.
Season Sponsors:
GammaTile Therapy
Imvax Inc.
Episode Sponsor:
Mimivax Inc.
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