The Financial Wake-Up Call No One Warns Widows About
After her husband passed away, Sandra, a senior tech executive in Silicon Valley, became the sole decision-maker for a financial life she’d never had to manage. Old retirement accounts, an uninvested life insurance payout, outdated beneficiary forms, and a Social Security decision she didn’t know was coming. In this video, the advisor walks through what it looks like to bring clarity to a financial picture built by someone else and how to feel in control of it again.
Sandra is a composite archetype based on common client situations. This content is educational and does not constitute financial, tax, or legal advice.
Have a similar situation? Reach out directly: Randa@RadiantWealthPlanning.com
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Welcome to our videos where we share tips and advice on all topics that help women meet their financial goals.
About the Author
Randa Hoffman is the owner and financial planner at Radiant Wealth Planning, a fee-only financial planning and investment management firm exclusively for women. She helps ease the uncertainty around retirement, tax planning, and transitioning wealth so that women can live a life they’ve always dreamt of. She holds an MBA and EA and lives in Newport Beach, CA.
