Losing a spouse often means stepping into unfamiliar financial territory at a time when decision-making may feel overwhelming. In this episode of Protect Your Assets, David Hollander, joined by his daughter and Wealth Advisor Claire Hollander, offers thoughtful guidance on how widows can begin navigating their financial life after loss. They explore practical first steps, including organizing key documents, reviewing beneficiary designations, and revisiting your investment strategy to reflect your new needs. 

Whether you're newly widowed or supporting someone who is, this episode offers a structured approach to addressing financial questions with clarity and care. 

You can send your questions to questions@pyaradio.com for a chance to be answered on air.  

Catch up on past episodes: http://pyaradio.com    
Liberty Group website: https://libertygroupllc.com/   
Attend an event: www.pyaevents.com  

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/  

 

Losing a spouse often means stepping into unfamiliar financial territory at a time when decision-making may feel overwhelming. In this episode of Protect Your Assets, David Hollander, joined by his daughter and Wealth Advisor Claire Hollander, offers thoughtful guidance on how widows can begin navigating their financial life after loss. They explore practical first steps, including organizing key documents, reviewing beneficiary designations, and revisiting your investment strategy to reflect your new needs.&nbsp;
Whether you're newly widowed or supporting someone who is, this episode offers a structured approach to addressing financial questions with clarity and care.&nbsp;
You can send your questions to <a href="mailto:questions@pyaradio.com">questions@pyaradio.com</a> for a chance to be answered on air.&nbsp;&nbsp;
Catch up on past episodes: <a href="http://pyaradio.com">http://pyaradio.com</a> &nbsp;&nbsp;&nbsp; Liberty Group website: <a href="https://libertygroupllc.com/">https://libertygroupllc.com/</a> &nbsp;&nbsp; Attend an event: <a href="http://www.pyaevents.com/">www.pyaevents.com</a>&nbsp;&nbsp;
Schedule a complimentary 15-minute consultation: <a href="https://calendly.com/libertygroupllc/scheduleacall/">https://calendly.com/libertygroupllc/scheduleacall/</a>&nbsp;&nbsp;
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David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group LLC.

David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management &amp; Liberty Group LLC.

Protect Your Assets

Protect Your Assets with Liberty Group's David Hollander.