Podcast: Navigating Finances After Losing a Loved One

Podcasts, Money Management

Whether you are preemptively planning to ensure the financial security of your loved ones, or you’re in the wake of a tragic time, it can be confusing and hard to navigate the financial steps to take when it comes to the passing of a loved one.

Wealth Management by CommunityAmerica Wealth Advisor, Taylor Ahern, and CommunityAmerica Financial Well-Being Coach, Ryan Steitz, discuss preparing for the inevitable, understanding life insurance and beneficiaries and the immediate financial steps to consider when you lose a loved one. Listen in to the Community Conversation podcast at the link below.

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About the Authors

Ryan Steitz

Financial Well-Being Coach

As a Financial Well-Being Coach, Ryan understands the positive impact of financial literacy, which is why he thoroughly enjoys helping members set and achieve their life financial goals.

Taylor Ahern

Wealth Management by CommunityAmerica

My commitment as a CommunityAmerica Wealth Advisor is to understand what is most important to you so we can design a customized financial plan to help you reach your specific goals.