When we lose a loved one, making the grieving process less painful is challenging. There are many decisions to be made and it can be a daunting task.

Today, Brad shares a helpful checklist that could help us all manage the grief we may go through when someone we care about, passes away.

Listen now.

Show Highlights Include:

  • Rationalizing Grief. (2:48)
  • The Emotional Checklist. (4:59)
  • How Insurance Can Come Into Play. (7:40)
  • Bill Related Financial Affairs. (9:18)
  • Do Not Do These Things. (11:13)

To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.

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