The Financial House: Building Your Legacy Beyond Death episode artwork

EPISODE · Jul 14, 2025 · 33 MIN

The Financial House: Building Your Legacy Beyond Death

from MONEYIS4U · host Jacqueline Divine Correia

Send us Fan MailEstate planning isn't just for the wealthy—it's essential financial protection for everyone who wants to ensure their loved ones aren't left in crisis after unexpected illness, disability, or death. We explore how to approach difficult questions about the future and create a comprehensive financial safety net that protects what matters most.• Building your financial house from the foundation up, starting with legal documents like wills and powers of attorney• Understanding the limitations of government healthcare coverage—OHIP doesn't cover rehabilitation or most long-term care expenses• Creating clear documentation for the "what ifs" of disability, critical illness, or cognitive decline• Ensuring proper income replacement through disability and critical illness insurance to protect yourself during recovery periods• Designating appropriate beneficiaries and updating them after major life changes• Establishing trusts for minor children to protect their inheritance and future wellbeing• Breaking cultural taboos around financial discussions to prevent family confusion and hardship• Organizing all important documents in an accessible location that your executor can easily find• Conducting regular reviews of your estate plan to reflect changes in your life circumstances• Creating detailed instructions that speak for you when you cannot speak for yourselfVisit Amazon to purchase "My Farewell and Final Wishes" planning book to help organize your estate information in one place.https://www.amazon.ca/Farewell-Final-Wishes-Organizer-Important/dp/1778203507/ref=sr_1_1For more information, feel free to contact us at https://nwminc.ca/Or follow us on our social platforms:https://www.linkedin.com/in/jacqueline-correia-1b417727/https://www.instagram.com/notablewm/https://www.facebook.com/nwminc.caYouTube https://www.youtube.com/ ⁨@moneyis4u⁩  Follow us on all streaming platforms:https://open.spotify.com/show/2dIwP2K2wBOFEfvJzNuXDohttps://music.amazon.com/podcasts/5a372120-38ef-4655-b650-c4c756265d86/moneyis4uVisit Amazon to purchase "My Farewell and Final Wishes" planning book to help organize your estate information in one place.https://www.amazon.ca/Farewell-Final-Wishes-Organizer-Important/dp/1778203507/ref=sr_1_1For more information, feel free to contact us at https://nwminc.ca/Or follow us on our social platforms:YouTube https://www.youtube.com/ ⁨@moneyis4u⁩ https://www.linkedin.com/in/jacqueline-correia-1b417727/https://www.instagram.com/notablewm/https://www.facebook.com/nwminc.caFollow us on all streaming platforms:https://open.spotify.com/show/2dIwP2K2wBOFEfvJzNuXDohttps://music.amazon.com/podcasts/5a372120-38ef-4655-b650-c4c756265d86/moneyis4u

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The Financial House: Building Your Legacy Beyond Death

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This episode was published on July 14, 2025.

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Send us Fan MailEstate planning isn't just for the wealthy—it's essential financial protection for everyone who wants to ensure their loved ones aren't left in crisis after unexpected illness, disability, or death. We explore how to approach...

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