How To Financially Prepare For Your Death While You’re Still Young

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Retirement, Moneyadvice, Investing, Savingmoney, Personalfinance, Business

4.6 • 2.8K Ratings

🗓️ 17 May 2019

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

What is one of the most shocking statistics that impacts your finances? Spoiler Alert: It affects everyone regardless of age, gender, socioeconomic status, or where you live.

If you guessed mortality, you'd be correct. 100% of us will die. We know that this is not something to take lightly, and here at the Money Guy Show, our goal is to make sure that you and your family are financially prepared for all of life’s seasons.

Are you and your loved ones financially prepared and protected for when you pass on? Tune in to this episode and learn how to adequately plan your finances when you're gone, how to approach finances if a loved one passes away, and what you need to know to be an executor of an estate.

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/05/prepare-for-death/

Transcript

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0:00.0	Today we're going to cover one of the most shocking statistics that impacts your personal finances.
0:05.3	Toonan.
0:06.3	It's Brian Preston, the money guy, restoring order to your financial chaos, retirement, investing, taxes.
0:15.1	You've got financial questions, he's got financial answers.
0:18.7	It's Brian Preston, the money guy.
0:22.0	Let me give you a stab.
0:23.7	It's a shocking statistic.
0:25.7	It is a shocking statistic.
0:27.2	I hear you write that it affects everyone.
0:31.0	Everyone, it doesn't matter if you have a checking account, don't have a checking account.
0:34.7	It doesn't matter if you were just born last week or if you're 115 years old.
0:40.0	Okay.
0:41.0	You're ready for it.
0:42.0	I can tell you a problem.
0:43.0	I am primed.
0:45.0	100% of us will die.
0:49.4	Fair enough.
0:50.4	Alright, I...
0:51.4	Okay.
0:52.4	Yeah, that's true.
0:53.6	All of us.
0:54.6	I mean, this is not a laughing matter.
	...

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