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Handling Death & Money
Episode 14
In this episode, Angie Grainger CPA/PFS, CFP and Elise Eropkin discuss the importance of being prepared for death and the financial implications that come with it. They share personal experiences and lessons learned from dealing with the assets and debts of deceased loved ones. They emphasize the need for open communication and planning to avoid burdening family members. They also highlight the importance of regularly reviewing and updating beneficiaries on accounts and assets. The episode concludes with a challenge for listeners to take inventory of their assets and start decluttering and organizing their belongings.
The Prosperity Nation Podcast
