
Episode #33
Death, Dollars, And Moving Forward: Philip Weiss Talks Widowhood Finances
Losing a spouse is a life-altering event that can throw everything, especially finances, into disarray. In this episode, Tina Fornwald welcomes Philip Weiss, founder of Apprise Wealth Management and seasoned financial expert with over 25 years of experience, to unpack the complexities of navigating finances after widowhood. Phil, holding prestigious credentials like CFA, CPA, and RLP, delves into practical tips for regaining confidence in financial management, the crucial importance of tax planning, and strategies to secure financial futures. This conversation is a must-listen for anyone seeking guidance and clarity during challenging transitions, as Phil shares his personal journey and professional expertise...






