Episode 55: Skipping the Holidays After a Loss & Financial Steps to Take After the Loss of a Family Member

Written By Lindsey Shunkwiler

Lindsey and Brett talk through one of the hardest holiday questions many families face after a loss. Is it okay to skip the holidays? They discuss:

• Why grief can feel heavier during the holidays

• When skipping traditions is not only okay but necessary

• How to set boundaries without guilt

• Ways to honor a loved one while doing what feels right

• Letting go of expectations during a season of loss

Brett then walks through the financial side of losing a family member and shares step by step guidance on what to focus on next, including:

• Life insurance and beneficiary accounts

• What to prioritize first after a loss

• Inherited IRAs and Roth accounts

• Common financial mistakes to avoid during grief If you or someone you love is navigating loss during the holidays, this episode offers both emotional support and practical clarity.

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Lindsey Shunkwiler
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Episode 54: Listener Questions About Surviving the Holidays & How to Budget for All of Those Gifts