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In this Australian Retirement Podcast episode, your host Drew Meredith is joined by founder of Wattle Partners, Jamie Nemtsas who discussed the crucial financial and legal steps to take after losing a partner.

When your partner dies: What happens next in retirement?

In this Australian Retirement Podcast episode, your host Drew Meredith is joined by founder of Wattle Partners, Jamie Nemtsas who discussed the crucial financial and legal steps to take after losing a partner.

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In this Australian Retirement Podcast episode, your host Drew Meredith is joined by founder of Wattle Partners, Jamie Nemtsas who discussed the crucial financial and legal steps to take after losing a partner. From managing assets and debts to estate planning and benefits, this episode guides you through securing your financial future during a difficult time.

 

If you like this Australian Retirement Podcast episode on dealing with death in retirement you’ll love the series. Don’t forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

 

Topics covered today:

  1. Your partner has passed, what you need to do first
  2. Estate and inheritance planning, how to manage the transition
  3. What happens to your assets on death
  4. What role does an adviser play during this period
  5. How does super work on death?

If you ❤️ this episode, you’ll LOVE our series. 

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