Senior couple sees a therapist to cope with grief.  Could also be funeral director meeting with clients.

Episode 5 – Life Insurance And End – Of – Life Planning

Aug 22, 2022

Dana and Brad discuss not only life insurance as it relates to debt specifically in retirement age, but also challenges that many women face during retirement.

  • -Life Insurance creates an artificial estate that you have not yet achieved
  • -Reasons to have Life Insurance in place
  • -The importance of getting your affairs in order



Designing Your Fiscal House