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Jill on Money with Jill Schlesinger

CFP for My Wife if I Die?

Jill on Money with Jill Schlesinger

Audacy

Investing, Self-improvement, Education, Business

4.61.9K Ratings

🗓️ 26 September 2024

⏱️ 11 minutes

🧾️ Download transcript

Summary

My wife and I are very much aligned on our finances and retirement planning, however my wife has zero interest in getting involved in our finances, investments, etc. For that reason, I would like to have a CFP or advisor in place to help her if I were to pass unexpectedly. Good idea or bad?

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Transcript

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0:00.0

It's taken a few months, but I think I've almost chosen our next car.

0:04.0

I've weighed up new versus second-hand, assess the depreciation rates, and spoken to eight insurance providers.

0:08.0

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0:11.0

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0:13.9

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0:55.3

Post your free job on LinkedIn.com slash select today. Welcome to the Jill on Money Show. It's Thursday, September 26th, and we are here

1:08.8

trying to take the mystery out of your financial life. We do that by making you do a tiny bit of work. It's not a lot.

1:15.1

It's just a little bit of work. Go to our website Jill on Money.com. Click the contact

1:20.2

us button and let us know if you would be willing to join us on the air live by

1:24.2

checking that box. Mark will do everything else. While you are on the website

1:28.2

don't forget to sign up for the free weekly newsletter comes out every Friday and

1:32.4

Mark does a great job compiling some of the

1:34.8

stories you may have missed during the week. You can also subscribe to our

1:38.1

service. It's called Jill on Money Live. This week we just had a fantastic webinar. We focused on the real estate market. We had great

1:45.5

guests, great lively conversation, and you can be part of that all for the bargain basement

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