One of the things I’ve learned is that money seems like it should be simple, and that’s why it’s so easy to make costly mistakes. Teaching people about money and what it takes to grow it has been my life’s work, and now I want to share that knowledge with you. I'm thrilled that KTsMoneyMatters Podcast is now part of the C-Suite Radio Network.
As part of C-Suite Radio, KTsMoneyMatters Podcast will cover all topics about money — both big and small — as well as debunking some of the myths that cost people thousands of dollars every year. Shows will cover all topics from the perspective of “what’s in it for you? And why do you care?” My goal is to give you at least one money tip per week that you can take home to your own personal money plans. While I have recently written a book for women called, 'A Hardworking Woman’s Guide to Money', this podcast is for everyone. If you are interested in checking out my book, it’s available now on Amazon.com.
032 – Tammy Symons- What To Do When a Family Member Dies
In this episode, KT and Tammy Symons discuss:
- KT’s experience with a death of a family member
- If you’re the griever, what you should be thinking about
- Planning a funeral
- Inquiring about life insurance
- When a family member passes, make sure you know whose name is on current loans, any debt, insurance, etc.
- The initial task after someone passes away is to seek financial advice from a professional
- Take loved ones with you when you go to the funeral home to make big decisions
- Take a good inventory of everything that the deceased had — reach out to his/her financial planner — and use that information to make informed financial decisions
“When you’re grieving, you’re not yourself… and you can’t really think things through.” — KT Thomas
Connect with Tammy Symons, CFP:
Connect with KT Thomas: http://ktsmoneymatters.com/
Purchase KT’s book- The Hardworking Woman’s Guide to Money
Show Notes by Show Producer: Anna Nygren
Audio production by Turnkey Podcast Productions. You’re the expert. Your podcast will prove it.
swipe to see more