In this episode of Finance Through the Fog, Jeff explores how risk tolerance and risk capacity can shift after the loss of a spouse. He explains the difference between the two, walks through ways to assess your own risk profile, and discusses why major life transitions are a key time to revisit it. Jeff also covers tax, investment, and estate planning strategies, and how to manage your portfolio while navigating the emotional side of loss.

If you have any questions, please reach out to jeff at jeff@hilltopplaning, or through his website at hilltopplanning.com

Disclaimer: The information provided in this podcast is for informational and educational purposes only and is not intended to constitute investment, financial, legal, or tax advice.

All opinions expressed are those of the host and guests and are subject to change without notice. Any references to investments, strategies, or securities are illustrative and do not constitute a recommendation or solicitation to buy or sell any investment product. The views and strategies described may not be suitable for all investors.

Listeners should not act or refrain from acting on the basis of any information included in this podcast without seeking individualized advice from a qualified financial professional who understands your personal circumstances and financial objectives. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.

Jeff Morneault may discuss and link to third-party resources or websites; these are provided solely for convenience and do not constitute an endorsement. Jeff Morneault makes no representations as to the accuracy, timeliness, or completeness of any third-party information.