Episode 138: How to Deal with Grief and Financial Decisions with Kathi Balasek Women's Money Wisdom

In this episode Melissa Joy, CFP, ® discusses grief with Kathi Balasek.  Kathi is an educator, grief literacy communication coach, corporate consultant, university lecturer, speaker,  widow advocate, and host of the One Well Widow podcast. In this episode she shares her journey in widowhood and talks about the emotional and financial challenges women, in particular, face when losing a spouse.
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Learn more about Kathi Balasek.Listen to the One Well Widow podcast. Connect with Kathi on Instagram and Facebook.Learn more about Melissa Joy, CFP ®Read about Pearl Planning or learn more about Melissa Joy, CFP ® Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.
Data Sources: Capital Group, RIMES, Standard & Poor's.