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businessAug 9, 202317:04pending

How to Prepare Loved Ones for When You Die

About this episode

If YOU were to unexpectedly die tomorrow, would your loved ones know how to access your information? 

Your bank accounts? Insurance policies? Debts? Access to your home and car? Your devices?

Approximately 2/3 of Americans don't have any estate planning documents!

To help you avoid leaving a financial mess behind, guest host Jeremy Schneider is sharing how he's PERSONALLY prepared his family for an untimely death.

Specifically, he's sharing:

➡ What information and documents he has gathered 

➡ Where and how he (securely) stores it

➡ His process for keeping everything updated

If you need actionable ideas (and motivation!) to tackle this critical planning task, today's episode is for you.

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***

EPISODE RESOURCES:

👉  Follow Jeremy Schneider on Instagram

✏️  Grab the Episode Show Notes

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📊  Get Your Free Retirement and Tax Analysis

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How to Prepare Loved Ones for When You Die

Stay Wealthy Retirement Podcast

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