Financially Preparing For Death

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

Money, Self-improvement, Business, Real Estate, Education, Investing

4.6 • 858 Ratings

🗓️ 17 November 2019

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode, Quint and Daniel answer a question concerning how you can financially prepare for you or your spouse's death.

Transcript

Click on a timestamp to play from that location

0:00.0	Hey there, this is Daniel. Thanks for listening to DIY Money. Now, if you haven't already, be sure to give us a five-star review so your friends know that this is a show that they can learn from. Follow us on Instagram at DIY.money. Now, enjoy this episode.
0:20.1	Welcome back, ladies and gentlemen, you're listening to another edition of DIY money.
0:26.7	DiI.M.
0:28.2	All right, Daniel, we're hitting it hard today.
0:32.4	We got a great question.
0:34.4	Jeff from Austin, hit us.
0:36.9	DIY! Hey, guys, this is Jeff from Austin, hit us. D-I-Y!
0:39.1	Hey guys, this is Jeff from Austin, Texas. I have a question about the CFO role in a relationship.
0:45.7	So if something were to happen to the person who is the CFO, how could we make sure that
0:51.2	the person who is the support would be able to pick up the finances
0:55.7	without skipping and being making sure to pay all the bills?
0:59.3	Also if say the person were to pass away, how could that support person make sure that
1:04.6	he or she gets the life insurance payout?
1:07.8	Thanks.
1:08.8	I'm going to flip the script a little bit and then I want to have you fill in the blanks.
1:12.7	Keeping it on their toes, aren't you? Keeping them on their toes. All right. So, Jeff, first
1:16.8	of all, great question. People don't think about this enough, and my wife always rolls her eyes
1:22.8	when I, and not in a, not in a, oh, I don't want to talk about this. She doesn't want to think about me dying, or at least that's what I surmise.
1:31.0	Maybe she just is annoyed talking about it.
1:33.5	But let me tell you what I do.
1:35.9	And maybe it'll work for you.
1:37.2	Maybe it won't.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen! and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.