Betty's Smart Friends

Second marriages bring more than love to the table, they come with financial history, family ties, and planning decisions that can't be ignored. In this episode, Betty sits down with CPA and CFP® DeDe Smolen to unpack the financial, tax, and estate planning realities of blending lives later in life. From prenups and retirement accounts to protecting your children and navigating those sometimes-uncomfortable money talks, you'll walk away with practical tools for building a financially transparent relationship, and a plan that works for both of you.   Listen in to learn more from DeDe. Check out the show notes here.   RESOURCES: Join Betty in a free consultation call for your financial goals Subscribe to the Betty's Smart Friends YouTube Channel Follow us on Instagram Visit my website for more info Follow us on LinkedIn Please see website for important disclosures: https://bwfinancialplanning.com/disclaimer  

Join Betty as she speaks with Christopher Dale, Certified Financial Planner and Certified Financial Transitionist, about navigating financial decisions during times of grief. Drawing from his own experiences with loss and caregiving, Christopher shares practical guidance on what to do, what to avoid, and how to find support when life changes unexpectedly. This conversation offers reassurance, clarity, and a reminder that you don't have to make important financial decisions alone during difficult seasons. Listen in to learn more from Christopher Dale. Check out the show notes here.   RESOURCES: Join Betty in a free consultation call for your financial goals Subscribe to the Betty's Smart Friends YouTube Channel Follow us on Instagram Visit my website for more info Follow us on LinkedIn Please see website for important disclosures: https://bwfinancialplanning.com/disclaimer