Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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continue reading
Content provided by Stacy Francis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stacy Francis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Legacy Planning Series: Episode 1 – Because I Love You Guide
Manage episode 513491915 series 1508100
Content provided by Stacy Francis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stacy Francis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
What would happen if your ex-spouse were still listed as the beneficiary on your 401(k)? Or if your loved ones couldn’t access your accounts after you’re gone? These are the kinds of oversights that can cause chaos, but they’re also completely preventable with the right planning.
In this episode of Financially Ever After Widowhood, Stacy Francis and Natalie Colley break down the essentials of legacy planning - from passwords and beneficiaries to wills and the “Because I Love You” packet - all designed to make life easier for those you love most. It’s not just about money; it’s about leaving clarity, not confusion.
You’ll hear them discuss:
- Why beneficiaries always trump your will (and how that can lead to big surprises)
- The one thing you should check every year to avoid costly mistakes
- Simple ways to make sure your loved ones can access your accounts and avoid the nightmare of unclaimed assets
- How Social Security benefits really work for widows, ex-spouses, and remarried partners
- The overlooked workplace benefits that could be worth thousands - if your family knows they exist
- How to avoid the expensive, drawn-out probate process
Resources
As you listen to this podcast, you can click here to view slides and follow along visually: Legacy Planning Webinar 1
Because I Love You Planning Companion
Natalie Colley on FrancisFinancial.com | LinkedIn
Stacy Francis on LinkedIn |X(Twitter) | [email protected][email protected]
213 episodes
Share
Manage episode 513491915 series 1508100
Content provided by Stacy Francis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stacy Francis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
What would happen if your ex-spouse were still listed as the beneficiary on your 401(k)? Or if your loved ones couldn’t access your accounts after you’re gone? These are the kinds of oversights that can cause chaos, but they’re also completely preventable with the right planning.
In this episode of Financially Ever After Widowhood, Stacy Francis and Natalie Colley break down the essentials of legacy planning - from passwords and beneficiaries to wills and the “Because I Love You” packet - all designed to make life easier for those you love most. It’s not just about money; it’s about leaving clarity, not confusion.
You’ll hear them discuss:
- Why beneficiaries always trump your will (and how that can lead to big surprises)
- The one thing you should check every year to avoid costly mistakes
- Simple ways to make sure your loved ones can access your accounts and avoid the nightmare of unclaimed assets
- How Social Security benefits really work for widows, ex-spouses, and remarried partners
- The overlooked workplace benefits that could be worth thousands - if your family knows they exist
- How to avoid the expensive, drawn-out probate process
Resources
As you listen to this podcast, you can click here to view slides and follow along visually: Legacy Planning Webinar 1
Because I Love You Planning Companion
Natalie Colley on FrancisFinancial.com | LinkedIn
Stacy Francis on LinkedIn |X(Twitter) | [email protected][email protected]
213 episodes
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Similar to Financially Ever After Widowhood
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Brains On!® is a science podcast for curious kids and adults from Brains On Universe. Each week, a different kid co-host joins Molly Bloom to find answers to fascinating questions about the world sent in by listeners. Like, do dogs know they’re dogs? Or, why do feet stink? Plus, we have mystery sounds for you to guess, songs for you to dance to, and lots of facts -- all checked by experts. Sales and Distribution by Lemonada Media https://lemonadamedia.com/
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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continue reading
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…
continue reading
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Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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If you are looking to increase your self love, confidence & self esteem then the The Confidence AND Self Esteem Podcast .com is for you. A mixture of stories, motivational talks and practical advice hosted by James Blundell. Become a supporter of this podcast: https://www.spreaker.com/podcast/confidence-self-esteem-podcast--3128218/support.
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