Go offline with the Player FM app!
57. Hedging Your Financial Bets Against Death
Manage episode 365835778 series 2892167
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
130 episodes
Manage episode 365835778 series 2892167
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
130 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.