What Happens To Finances When A Spouse Dies‪?‬ The Retirement Roadmap Podcast

It's an unpleasant topic, but it's virtually inevitable for married couples. As you listen in to our conversation, think about your situation and the planning (or lack of planning) that you have done to address what happens when a spouse dies. If you've wondering about your situation and you'd like to talk with Glenn about your plans, it's easy to schedule some time with him. He's available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. Remember to click the “Share” button to share our podcast with friends, family and colleagues.
 
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.