A Widow’s Journey
Retirement Repair Shop with Mary Beth Franklin
English - March 24, 2021 10:00 - 41 minutes - 38.3 MB - ★★★★ - 28 ratingsEducation Business Investing retirement social security investmentnews investing mary beth franklin medicare money finance financial advice financial podcast Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
2:40 - When Heather started out in the industry5:15 - Considerations to keep in mind when working with widows8:00 - Organizing the steps of the financial process12:45 - Importance of patience in the widow deciding where to live15:00 - COVID adjustments for engaging with clients20:00 - Staff growth during the pandemic23:00 - Matching clients with the right advisor26:00 - How to charge for these sorts of services28:15 - The importance of sharing account access31:45 - Coordinating with other service providers34:45 - Resources for advisors in this area37:15 - Final comments - Keep the person in mind
This episode is sponsored by Transamerica.
For more information, and tools on how you can support female clients on their journey to and through retirement visit www.transamerica.com/women-and-investing