The Widow’s Guide to Keeping More of Her Assets – With Bill Harris | Podcast
#41 – We understand that early widowhood is a time of grief and sorrow. That’s why we want to do our best to help widows get through this time by relieving their financial burden.
In this episode, Jeremy Keil joins Bill Harris, RMA®, CFP®, an advisor with WH Cornerstone Investments. Together, they help widows navigate through the emotionally overwhelming path of widowhood so that they can make more informed decisions about their finances, especially in areas that have long-term consequences and cannot be easily reversed.
You will learn:
- 4 ways to manage money inherited from your spouse
- How to avoid the ‘widow’s penalty’
- Why you should consult advisors who are specialists rather than generalists
- How couples can plan for the surviving spouse well ahead of time
- And more!
Tune in now to learn how you can make better money decisions during the challenging time of widowhood.
Resources:
- Keil Financial Partners
- Bill Harris on LinkedIn
- WH Cornerstone Investments
- Inheriting Your Spouse’s IRA by Bill Harris on Amazon
- Ed Slott’s Elite IRA Advisor Group
- Ed Slott and Company’s 2-Day Virtual IRA Workshop
- Investments & Wealth Institute
- The RMA® Certification
- 3 Keys You Should Know Before Choosing a Financial Advisor
- 6 Questions Retirees Aren’t Asking But Should Be
- Webinar Speaker Series
- Subscribe
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Disclosures
Videos/Podcasts/Blogs (media) published prior to June 30, 2025, were recorded and approved while the advisor was affiliated with Thrivent Advisor Network. These media reflect the advisor’s views and interpretations at that time. The information and disclosures contained in those media were believed to be accurate and complete as of the date of recording, but may not reflect current market conditions or Alongside, LLC, policies.
All content is provided for educational purposes only and does not constitute personalized investment advice. Read below for current disclosures and potential conflicts of interest.
This media is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy.
The views and opinions expressed are those of the host and any guest, current as of the date of recording, and may change without notice as market, political or economic conditions evolve. All investments involve risk, including the possible loss of principal. Past Performance is no guarantee of future results.
Legal & Tax Disclosure
Consumers should consult their own qualified attorney, CPA, or other professional advisor regarding their specific legal and tax situations.
Advisor Disclosures
Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration does not imply a certain level of skill or expertise. Advisory services are delivered through the Alongside, LLC platform. Keil Financial Partners is independent, not owned or operated by Alongside, LLC.
Additional information about Alongside, LLC – including its services, fees and any material conflicts of interest – can be found at https://adviserinfo.sec.gov/firm/summary/333587 or by requesting Form ADV Part 2A.
The content of this media should not be reproduced or redistributed without the firm’s written consent. Any trademarks or service marks mentioned belong to their respective owners and are used for identification purposes only.
For important disclosures visit: https://keilfp.com/disclosures/
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