Mar 7, 2018
This is the first of four episodes over the year where we’ll explore the “money mindset” of some unique groups that advisors serve.
In this episode, our discussion focuses on a large and growing demographic: middle-aged people who find themselves “suddenly single” after years, if not decades, of marriage. “Suddenly single” commonly occurs through widowhood or divorce, but no matter the cause, the demographic presents unique challenges and considerations.
We’re joined by returning guest and Life Transition Expert Dr. Amy D’Aprix to help advisors navigate this emotional life event and keep their clients’ financial plans on track.
For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/money-mindset-suddenly-single/.