In this tender and deeply important episode, Catherine and Rachel walk through what really matters in the first 90 days after losing someone you love. When everything feels urgent, they gently remind listeners that very little actually is.
They break down what needs attention right away—death certificates, cash flow, Social Security, pensions, life insurance—and what can (and should) wait. From avoiding impulsive decisions like selling a home or liquidating investments, to understanding the hidden tax traps around inherited IRAs and Roth accounts, this conversation is both practical and compassionate.
You’ll hear:
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Why grief impacts decision-making more than you realize
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The critical paperwork to prioritize in the first 30–60 days
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Costly inheritance mistakes to avoid under the SECURE Act
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Why large gifts, big purchases, and major investment changes should pause
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A simple month-by-month framework: stabilize, organize, clarify
If you or someone you love is navigating loss, this episode offers calm guidance during a chaotic time.
Know what to handle now and what can wait. Request your complimentary “First 90 Days After Loss” Checklist below.
Date Recorded: 02/05/26
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