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My Spouse Just Passed Away; What I Wish I Knew. 6 Financial Steps to Take
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On this episode of the Retire Once Show, Johnathan is joined by Joanna Horton, the COO of mForce Capital. As a financial advisor, Joanna has helped clients work through the passing of a spouse, but when it happened to her, it brought with it a completely different perspective. In this interview, Joanna shares her experience of when her husband Jeff suddenly passed away. She also shares advice on what she wished she knew before it happened. Joanna also shares 6 important financial steps to take to make sure you are prepared if something happens to your spouse.
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Joanna can be reached at jhorton@mforcecapital.com
If you have questions or comments for the show email us Retire@theoremwm.com or head to www.Retireonceshow.com
- Johnathan Rankin CRPC® CEPA®, Founder & CEO
- Theorem Wealth Management
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Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
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