Financial First Steps for Newly Widowed Individuals with Carolyn Howard

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This 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 – Intro

1:26 – Carolyn’s background and story

6:53 – The importance of financial preparation

11:31 – A checklist for widowed people

18:06 – Important financial decisions after widowhood

25:10 – Supporting friends and family after loss
Learn more about Carolyn

Read Carolyn’s Bio HERE
Episodes Links

Carolyn on Purse Strings

https://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 List

https://drive.google.com/file/d/1ikUBolyINpS5LYKAqBd_d79p8s1FH5n-/view?usp=sharing

Accurate Advisory Group

https://www.accurateadvisory.com/
Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/
To learn more about money and access additional episodes, visit us online: https://pursestrings.co/