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How to Prepare Loved Ones for When You Die

How to Prepare Loved Ones for When You Die

FromStay Wealthy Retirement Podcast


How to Prepare Loved Ones for When You Die

FromStay Wealthy Retirement Podcast

ratings:
Length:
17 minutes
Released:
Aug 9, 2023
Format:
Podcast episode

Description

If YOU were to unexpectedly die tomorrow, would your loved ones know how to access your information?  Your bank accounts? Insurance policies? Debts? Access to your home and car? Your devices? Approximately 2/3 of Americans don't have any estate planning documents! To help you avoid leaving a financial mess behind, guest host Jeremy Schneider is sharing how he's PERSONALLY prepared his family for an untimely death. Specifically, he's sharing: ➡ What information and documents he has gathered  ➡ Where and how he (securely) stores it ➡ His process for keeping everything updated If you need actionable ideas (and motivation!) to tackle this critical planning task, today's episode is for you. WANT MORE RETIREMENT PLANNING TIPS? Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter. As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet. ? Click here to subscribe and grab your cheatsheet. *** EPISODE RESOURCES: ?  Follow Jeremy Schneider on Instagram ✏️  Grab the Episode Show Notes ?  Check Out My New Book: More Than Money ?  Get Your Free Retirement and Tax Analysis
Released:
Aug 9, 2023
Format:
Podcast episode

Titles in the series (100)

Stay Wealthy is a Forbes Top 10 retirement podcast delivered to you...in plain English! Award-winning host, Taylor Schulte, CFP®, was named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, he will teach you how to reduce your taxes, invest smarter, and make work optional in retirement. He covers topic such as: roth conversions, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. Learn more and grab FREE retirement resources by going to https://www.youstaywealthy.com.