Episode 11 - Account Rollovers, Support Groups

Laura and Jeremiah discuss practical tasks to handle after losing a loved one, like rolling over retirement accounts and changing beneficiaries. They remind listeners to allow time to grieve before making major decisions. The hosts cover managing debts and taxes and reviewing estate plans. Laura emphasizes updating support systems through groups since grieving is hard to do alone. Jeremiah notes the importance of multi-generational financial planning meetings. They aim to equip listeners with resources for both financial and emotional well-being. Reach out at [email protected] This week on Building Wealthy Habits: 0:00 Practical tasks after losing a loved one. 6:14 Managing debts and liabilities after a loved one's passing. 10:09 Estate planning and account rollovers after death. 15:04 Estate planning, taxes, and multigenerational wealth transfer. 22:20 Taxes, insurance claims, and life insurance proceeds after a loved one's death. 26:57 Estate planning, grief support, and financial advice after losing a loved one.   Connect with Jeremiah: LinkedIn: https://www.linkedin.com/in/jeremiahjlee/ Email: [email protected]   Connect with Laura: LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/ Email: [email protected]