Latest / The Investor Coaching Show with Paul Winkler
Properly Preparing to Pass Your Finances to Your Loved Ones
No one likes to think about the day when they will no longer be here and their spouse or children will have to take on more responsibility in managing the family's finances. Today, Paul brings an article about the different approaches people take to preparing important information — such as your primary doctor, accountant, or attorney, as well as passwords and automated payments — as well as retirement accounts and their management. Listen along as Paul shares about PWI’s “love letter,” a document template that will help your family transition after you’re gone without adding stress to an…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.