Anyone who tells you women don’t need financial advice specifically for them is wrong. Women, whether they’re the caretakers, the breadwinners, or both, face a unique set of financial challenges. That’s where HerMoney comes in. In her frank, often funny, but always compassionate way, Jean Chatzky takes every audience of women through the steps they need to take today to live comfortably (and worry-free) tomorrow, offering the latest research, expert tips and personal advice. Want more money news when you need it? Get the latest and greatest updates on all things investing, budgeting, and making money. Subscribe to the HerMoney newsletter at HerMoney.com/subscribe!
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Anyone who tells you women don’t need financial advice specifically for them is wrong. Women, whether they’re the caretakers, the breadwinners, or both, face a unique set of financial challenges. That’s where HerMoney comes in. In her frank, often funny, but always compassionate way, Jean Chatzky takes every audience of women through the steps they need to take today to live comfortably (and worry-free) tomorrow, offering the latest research, expert tips and personal advice. Want more money news when you need it? Get the latest and greatest updates on all things investing, budgeting, and making money. Subscribe to the HerMoney newsletter at HerMoney.com/subscribe!
EP 499: Estate Planning Is an Act of Love: Here’s How to Start
HerMoney with Jean Chatzky
41 minutes
2 weeks ago
EP 499: Estate Planning Is an Act of Love: Here’s How to Start
What happens to everything you've worked so hard for — your home, your savings, your family memories — after you're gone? If your answer is “I’m not sure,” the time to start planning is now.
In this empowering episode, Jean sits down with Heather Winston, Certified Financial PlannerTM professional of Principal Advised Services, LLC and Assistant Vice President at Principal Financial Group®, to talk all things estate planning; what it can really mean, why it matters, and how to get started, no matter your income level or family structure.
Together, they unpack:
Four key documents every adult should have (and when to update them)
Why estate planning is a form of kindness to the people you love
How to make tough conversations with aging parents, or your own kids, a little easier
The often-overlooked importance of your digital estate
How to leave a legacy of values, not just valuables
Want help organizing your financial life or finding an estate planning attorney? Subscribe to the HerMoney newsletter at Hermoney.com/subscribe for resources, checklists, and more.
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HerMoney with Jean Chatzky
Anyone who tells you women don’t need financial advice specifically for them is wrong. Women, whether they’re the caretakers, the breadwinners, or both, face a unique set of financial challenges. That’s where HerMoney comes in. In her frank, often funny, but always compassionate way, Jean Chatzky takes every audience of women through the steps they need to take today to live comfortably (and worry-free) tomorrow, offering the latest research, expert tips and personal advice. Want more money news when you need it? Get the latest and greatest updates on all things investing, budgeting, and making money. Subscribe to the HerMoney newsletter at HerMoney.com/subscribe!
