Acting Your Age

What if a single moment could redefine both your future and your finances? In this episode, Andrew McNair and Kelli Dame tackle the often-unspoken realities that come with losing a spouse—revealing the frequently overlooked financial jolts, tax landmines, and emotional pitfalls that follow. Discover why grief isn’t just emotional, but can cloud your financial judgment, and how small missteps can echo for years. Silence keeps secrets, and so do the rules—find out which financial moves matter most and which should wait, as the conversation uncovers what few are willing to say about widowhood and your money.The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on.https://swan-capital.com/attend-an-event/