#175: Hand Off the Finances Kit

<p><strong>About the Episode: </strong></p> <ul> <li><span style="font-weight: 400;">In this episode, we’re discussing handing off your finances and financial information when you die. We’ll share what information you should include and why.</span></li> <li><span style="font-weight: 400;">In our Current Event Segment, we’re talking about inflation. </span></li> <li><span style="font-weight: 400;">Our success story comes from Araceli, who is completing Rung #4 of the I Was Broke. Now I’m Not. Ladder and getting ready to move to Rung #5. </span></li> </ul> <p><strong>Things You Should Absolutely Have Prepared:</strong><span style="font-weight: 400;"> </span></p> <p> </p> <ul> <li aria-level="1"><strong>Account List</strong></li> </ul> <p> </p> <div style="margin-left: 4em"> <ol> <li style="font-weight: 400;" aria-level="2"><span style= "font-weight: 400;">Investing Accounts</span></li> <li style="list-style: none; display: inline"> <ol> <li style="font-weight: 400;" aria-level="3"><span style= "font-weight: 400;">Retirement, Brokerage, College, etc.</span></li> </ol> <ol> <li style="font-weight: 400;" aria-level="3"><span style= "font-weight: 400;">Checking, Saving, Money Market, etc.</span></li> </ol> </li> <li style="font-weight: 400;" aria-level="2"><span style= "font-weight: 400;">Bank Accounts</span></li> <li style="font-weight: 400;" aria-level="2"><span style= "font-weight: 400;">Life Insurance</span> <ol> <li style="font-weight: 400;" aria-level="3"><span style= "font-weight: 400;">Mortgage, auto loans, credit cards, etc.</span></li> </ol> </li> <li style="font-weight: 400;" aria-level="2"><span style= "font-weight: 400;">Debt Accounts</span></li> </ol> </div> <p> </p> <ul> <li aria-level="1"><strong>Access List</strong></li> </ul> <p> </p> <div style="margin-left: 4em"> <ol> <li style="font-weight: 400;" aria-level="2"><span style= "font-weight: 400;">Passwords, PINs, Websites, Codes</span></li> <li style="font-weight: 400;" aria-level="2"><span style= "font-weight: 400;">Safe Access, Bank Safe Deposit Box