Make Smart Money Decisions After the Death of Your Spouse with Jaeden May

Losing a spouse is one of the most devastating experiences. Finances are the last thing on your mind. But, if you don't plan, financial stress could cripple your freedom to mourn in peace. Jaeden May from Adams Wealth Advisors outlines what to do when you lose a spouse and how to plan beforehand to make the unfortunate transition as easy as possible on you and your family. *Connect with Jaeden here:* https://adamswealthadvisors.com/jaeden *Life Insurance Policy Locator* https://eapps.naic.org/life-policy-locator/#/welcome Here is a list from Health Equity of Qualified Medical Expenses (QME): https://www.healthequity.com/hsa-qme Need help? Email me! [email protected] Visit our website: https://www.TheRetirementNerds.com Join our newsletter: https://theretirementnerds.com/newsletter/ ==================================== This video is NOT sponsored. The Retirement Nerds is the no-cost educational platform and serves to offer information around Medicare, Social Security, Financial Planning, and Estate Planning. ⏰ TIME CODES ⏰ 0:00 A Team Effort 3:30 Your Support Team 8:08 Important Financial Accounts 10:21 Life Insurance 14:12 Employer Pensions 16:14 Beneficiaries 20:14 Social Security Benefits 22:44 Revisit Your Plan 28:25 Remarriage 30:52 Single 32:10 Just the Start 33:30 Disclosures ============================= #estateplanning #financialplanning #90daysfromretirement Federal Disclaimer: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. Disclosure: This podcast is intended for informational purposes only, and is not a substitute for personal advice from Adams Wealth Advisors. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved.