Send us a textThis week’s guest is Carolyn Howard, a certified financial planner and senior wealth manager at Accurate Advisory Group, as well as one of our Purse Strings-approved professionals. Having personally navigated the challenges of widowhood, she brings invaluable expertise to those facing the same difficult path.After her late husband fell ill and passed away within just ten months, Carolyn faced profound grief and a sense of paralysis, even with her extensive financial knowledge. This experience fueled her passion for helping other families navigate similar situations. Today, her mission is to guide, support, and encourage those navigating finances after loss. Tune in as she shares financial first steps for newly widowed individuals, powerful tips on financially preparing for the unknown with your partner, and ways to support loved ones through loss. Here’s some of what we discuss in this episode:0:00 – Intro1:26 – Carolyn’s background and story6:53 – The importance of financial preparation11:31 – A checklist for widowed people18:06 – Important financial decisions after widowhood25:10 – Supporting friends and family after lossLearn more about CarolynRead Carolyn’s Bio HEREEpisodes LinksCarolyn on Purse Stringshttps://pursestrings.co/professional/financial-advisor/florida/sarasota/carolyn-howardcfp/Sign up for Carolyn’s newsletter ‘Hopeful Ever After’https://www.hopefuleverafter.com/Carolyn’s Love Letter To-Do Listhttps://drive.google.com/file/d/1ikUBolyINpS5LYKAqBd_d79p8s1FH5n-/view?usp=sharingAccurate Advisory Grouphttps://www.accurateadvisory.com/-Follow & connect with us! Website Facebook Page Facebook group Instagram TikTok LinkedIn YouTube Reddit Resources Have questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here! Explore our free guides to help you on your financial journey

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related