Finance Through The Fog
Jeff Morneault, CFP®, EA, RICP®A space to discuss the intersection of Financial Planning and Widowhood, and how Widows can navigate transitions that come with grief and loss.
Hosted by Jeff Morneault, CFP®, EA, RICP®, owner of Hilltop Planning in Austin, Texas. Jeff discusses financial topics relevant to widows and interviews other specialists who serve the widowhood community.
Disclaimer:
The information provided in this pod... more
| Publishes | Monthly | Episodes | 6 | Founded | 6 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingRelationshipsBusinessSociety & Culture | |||
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Latest Episodes
This is the first of a two-part series in which Jeff explores the complex world of inherited IRAs. While this episode focuses on inheriting a pre-tax or Roth IRA from anyone other than a spouse, the follow-up episode will discuss spousal inherited IR... more
Jeff sits down with Tara Yukawa, a Certified Executor Advisor and the founder of SageVault, to discuss the complexities of serving as an executor or trustee.
Tara shares her journey of starting SageVault, which offers resources, education, and advis... more
In this episode of Finance Through the Fog, I share a discussion with Veronica Pulido, founder of Good Grief, a resource offering support and community to those navigating Grief and Loss. Veronica details her own experience with grief after the loss ... more
On this episode of Finance Through the Fog, Jeff discusses all things “Long Term Care.”
The Topics of discussion and their timestamps are:
* 00:00 Intro
* 03:37 Defining and Qualifying for Care
* 06:14 Misconceptions of Long-Term Care
* 07:3... more
On this episode of Finance Through the Fog, Jeff discusses the “Widow’s Penalty,” a term used to describe changes in taxes, social security, and Medicare following the death of a spouse.
Disclaimer: The information provided in this podcast is for in... more
In the first episode of Finance Through the Fog, Jeff discusses Social Security Survivor Benefits for Spouses, and they can interact with your own benefit to provide retirement income.
The episode includes an overview of survivor benefits, benefit c... more
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| Listeners per Episode | Gender Skew | Location | |||
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Finance Through The Fog launched 6 months ago and published 6 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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