Are You Creating a Financial Burden for Your Spouse?
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Are You Creating a Financial Burden for Your Spouse?
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In this episode of The Family Office Insider, we tackle a tough but essential question: If you were to pass away, would your spouse be able to manage the finances without you? For many families, the answer is no, and that creates a serious risk.
Jason shares real stories from clients who have experienced the devastating loss of the financially involved spouse, and how proper financial planning, not just advice, can make all the difference. You’ll learn the critical distinction between financial advice, which often focuses on selling products, and financial planning, which is deeply personal, family-focused, and built to support both partners, even in life’s most difficult moments.
Discover how a trusted planning partner can ensure your family’s financial life continues smoothly, no matter what happens. And be sure to check out our free 20-point self-assessment tool to find out whether you’re getting real financial planning or just generic advice.
Download the self-assessment here: three60wealth.ca/planning