EPISODE · Apr 25, 2023 · 21 MIN
Ep. 1 What To Do If a Loved One Dies, And You've Never Handled The Money
from Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
Send us Fan MailIn this episode, Mike and Maddie discuss the purpose for the podcast, give an intro to our fee-only firm, and discuss how to handle things when a loved one dies and you have never handled the family's money. Spoiler alert: we discuss the "F" word, yes fiduciary
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Ep. 1 What To Do If a Loved One Dies, And You've Never Handled The Money
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This episode was published on April 25, 2023.
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