PODCAST · business
Finance Through The Fog
by 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 podcast is for informational and educational purposes only and is not intended to constitute investment, financial, legal, or tax advice. All opinions expressed are those of the host and guests and are subject to change without notice. Any references to investments, strategies, or securities are illustrative and do not constitute a recommendation or solicitation to buy or sell any investment product. The views and strategies described may not be suitable for all investors. Listeners should not act or refrain from acting on the basis of any i
Episodes
-
Episode 8: Reassessing Risk Tolerance and Capacity After Losing a Spouse
In this episode of Finance Through the Fog, Jeff explores how risk tolerance and risk capacity can shift after the loss of a spouse. He explains the difference between the two, walks through ways to assess your own risk profile, and discusses why major life transitions are a key time to revisit…
more -
Rules and Decision-Making for Inherited Spousal IRAs
The second of a two-part series in which Jeff explores the complex world of inherited IRAs. This episode focuses on inherited IRA rules and decision-making for those who inherit an IRA and/or Roth IRA from a spouse. While the rules for non-spousal inherited IRAs are strict guidelines to follow…
more -
Untangling Inherited IRA Rules for Non-Spousal Beneficiaries
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 IRAs. Whether you are planning for your own…
more -
A Conversation on the complexities of serving as Executor or Trustee with Tara Yukawa, owner & founder of SageVault
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 advisory services to those pre-planning an estate or...
-
Conversation with Veronica Pulido, Founder and CEO of Good Grief
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 of her father, and what inspired her to leave…
more -
Comprehensive Guide to Understanding Long Term Care
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 07:36 Cost and Different types of Care Settings 13:23 Length of Care...
-
Understanding the "Widow's Penalty" and how it can affect taxes, Social Security, and Medicare
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 informational and educational purposes only and is...
-
Navigating Spousal Social Security Survivor Benefits
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 calculations, claiming timelines, and common...
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
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 podcast is for informational and educational purposes only and is not intended to constitute investment, financial, legal, or tax advice.
All opinions expressed are those of the host and guests and are subject to change without notice. Any references to investments, strategies, or securities are illustrative and do not constitute a recommendation or solicitation to buy or sell any investment product. The views and strategies described may not be suitable for all investors.
Listeners should not act or refrain from acting on the basis of any i
HOSTED BY
Jeff Morneault, CFP®, EA, RICP®
CATEGORIES
Loading similar podcasts...
Frequently Asked Questions
How many episodes does Finance Through The Fog have?
Finance Through The Fog currently has 8 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Finance Through The Fog about?
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...
How often does Finance Through The Fog release new episodes?
Finance Through The Fog has 8 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Finance Through The Fog?
You can listen to Finance Through The Fog on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Finance Through The Fog?
Finance Through The Fog is created and hosted by Jeff Morneault, CFP®, EA, RICP®.
URL copied to clipboard!