EP 499: Estate Planning Is an Act of Love: Here’s How to Start

HerMoney with Jean Chatzky

Jean Chatzky Her Money

Investing, Entrepreneurship, Business

4.8 • 1.3K Ratings

🗓️ 29 October 2025

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

What happens to everything you've worked so hard for — your home, your savings, your family memories — after you're gone? If your answer is “I’m not sure,” the time to start planning is now. In this empowering episode, Jean sits down with Heather Winston, Certified Financial PlannerTM professional of Principal Advised Services, LLC and Assistant Vice President at Principal Financial Group®, to talk all things estate planning; what it can really mean, why it matters, and how to get started, no matter your income level or family structure. Together, they unpack: Four key documents every adult should have (and when to update them) Why estate planning is a form of kindness to the people you love How to make tough conversations with aging parents, or your own kids, a little easier The often-overlooked importance of your digital estate How to leave a legacy of values, not just valuables Want help organizing your financial life or finding an estate planning attorney? Subscribe to the HerMoney newsletter at Hermoney.com/subscribe for resources, checklists, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Our finance fix program was built to help women like you feel confident about your finances
0:05.9	from everyday spending to long-term retirement planning. With our personalized step-by-step
0:11.6	retirement calculation, you'll finally have a plan that works for you. And right now we've got a special
0:17.3	limited time offer. Get 25% off with code fall 25 at checkout. You'll learn how to
0:24.5	rethink your spending, uncover hidden savings, and build a retirement strategy tailored to your life.
0:31.7	Just go to financefix.com. That's fix with two X's and register with the code fall 25 for 25% off.
0:40.4	See you in class.
0:44.2	At BP, we're delivering on our downstream plans.
0:48.4	Achieving 96% refining operating availability.
0:52.6	The best first half performance in our historical portfolio since 2001.
0:58.5	Helping to drive efficiency, reliability, and production to safely deliver for customers.
1:05.7	Learn more at BP.com forward slash strategy at work.
1:14.8	Music P.com forward slash strategy at work. Clarity is kindness, right?
1:17.5	If you can clearly outline your wishes,
1:21.6	you're preventing confusion,
1:23.5	you're preventing conflict among your loved ones.
1:27.4	And that doesn't matter how much money you have.
1:29.4	It's just making sure that everyone understands this was your set of beliefs, your values, and your intention.
1:41.1	Hey everyone, I'm Gene Chatsky.
1:43.1	Thank you so much for joining me today on her money.
1:46.5	Let me ask you a question. What happens to everything that you have worked so hard for? Your home,
1:54.6	your savings, your memories, even your values after you're gone. For many of us, this is just not something that we think
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Jean Chatzky Her Money, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Jean Chatzky Her Money and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.