Death, Dollars, And Moving Forward: Philip Weiss Talks Widowhood Finances

Losing a spouse is a life-altering event that can throw everything, especially finances, into disarray. In this episode, Tina Fornwald welcomes Philip Weiss, founder of Apprise Wealth Management and seasoned financial expert with over 25 years of experience, to unpack the complexities of navigating finances after widowhood. Phil, holding prestigious credentials like CFA, CPA, and RLP, delves into practical tips for regaining confidence in financial management, the crucial importance of tax planning, and strategies to secure financial futures. This conversation is a must-listen for anyone seeking guidance and clarity during challenging transitions, as Phil shares his personal journey and professional expertise to empower listeners towards financial well-being.

I am sharing my experience of loving the same man for 32 years, a mother to two adult children, a retired military officer, a breast cancer survivor, and my connections with others.

Anyone experiencing suicidal thoughts should reach out to a suicide hotline or local emergency number in their country: Psychology Today Suicide Hotlines and Prevention Resources Around the World

Love the show? Subscribe, rate, review, and share! https://widowhood-realtalkwithtina.org/