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Content provided by Catherine Emerson & Christine Jensen, Catherine Emerson, and Christine Jensen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Catherine Emerson & Christine Jensen, Catherine Emerson, and Christine Jensen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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57. Hedging Your Financial Bets Against Death

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Manage episode 365835778 series 2892167
Content provided by Catherine Emerson & Christine Jensen, Catherine Emerson, and Christine Jensen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Catherine Emerson & Christine Jensen, Catherine Emerson, and Christine Jensen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Send us a Text Message.

On today’s podcast, we're joined by Insurance Specialist & Financial Adviser Carley Ellis to dive into the financial side of death.
As a topic that isn't often openly talked about, today we have an honest chat about ensuring the cost of death - those around you, and yours - don't lead to having a large impact on your situation, particularly in a time of grieving.
Specifically, we speak about:

  • Why we're not talking about money and death, but need to!
  • What happens to your assets when you pass away
  • Why having a will and enduring power of attorney (EPA) is so important
  • Life insurance: What's the right type, the right amount to insure for, and what parties involved - policy owner vs the insured
  • How ACC can help in the case of death by accident and the type of assistance available to the surviving spouse and kids
  • Funerals – how much do they cost and what are the options?
  • Things to consider and questions to ask when it comes to life insurance and how a financial advisor can help.

If you enjoyed today's show, we'd LOVE for you to rate & review it on Apple Podcasts and share your favourite episode with a friend.
SUBSCRIBE to It's No Secret, wherever you listen to podcasts and never miss an episode: Apple Podcasts - Spotify
Follow us for fun chat & financial tidbits on IG: @itsnosecretnz
Got questions? Get in touch: www.itsnosecret.co.nz

  continue reading

130 episodes

Artwork
iconShare
 
Manage episode 365835778 series 2892167
Content provided by Catherine Emerson & Christine Jensen, Catherine Emerson, and Christine Jensen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Catherine Emerson & Christine Jensen, Catherine Emerson, and Christine Jensen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Send us a Text Message.

On today’s podcast, we're joined by Insurance Specialist & Financial Adviser Carley Ellis to dive into the financial side of death.
As a topic that isn't often openly talked about, today we have an honest chat about ensuring the cost of death - those around you, and yours - don't lead to having a large impact on your situation, particularly in a time of grieving.
Specifically, we speak about:

  • Why we're not talking about money and death, but need to!
  • What happens to your assets when you pass away
  • Why having a will and enduring power of attorney (EPA) is so important
  • Life insurance: What's the right type, the right amount to insure for, and what parties involved - policy owner vs the insured
  • How ACC can help in the case of death by accident and the type of assistance available to the surviving spouse and kids
  • Funerals – how much do they cost and what are the options?
  • Things to consider and questions to ask when it comes to life insurance and how a financial advisor can help.

If you enjoyed today's show, we'd LOVE for you to rate & review it on Apple Podcasts and share your favourite episode with a friend.
SUBSCRIBE to It's No Secret, wherever you listen to podcasts and never miss an episode: Apple Podcasts - Spotify
Follow us for fun chat & financial tidbits on IG: @itsnosecretnz
Got questions? Get in touch: www.itsnosecret.co.nz

  continue reading

130 episodes

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