Choosing a financial advisor after you lose your spouse. episode artwork

EPISODE · Aug 17, 2026 · 10 MIN

Choosing a financial advisor after you lose your spouse.

from A Considerate Retirement

How do you choose a financial advisor after losing your spouse? When you are ready for help after losing a spouse, two questions answer most of the others: is this person a fiduciary, and how are they paid. This is how to tell a fiduciary from a salesperson, what does and does not have to be decided early, the questions worth asking, and how to check anyone's background, including ours. Full transcript and show notes: https://consideratecapital.com/podcast/choosing-a-financial-advisor-after-loss This content is for educational purposes only and is not investment, tax, or legal advice. Considerate Capital is a registered investment adviser in Illinois. Past performance does not guarantee future results. All strategies involve risk, including the potential loss of principal. Please consult your own tax, legal, and financial advisors regarding your specific situation.

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Choosing a financial advisor after you lose your spouse.

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