End-of-Life Planning for Peace of Mind Artwork

Women on Wealth, By Women For Women

Do you ever feel unsettled as to whether you are on track towards your goals? Listen in as Julina demystifies every day financial topics, to give you confidence in your future. She is a Partner and Wealth Advisor with Principle Wealth Partners, a Certified Private Wealth Advisor and Certified Investment Management Analyst with over twenty years of industry experience. To understand more, start here!

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Women on Wealth, By Women For Women

End-of-Life Planning for Peace of Mind

December 01, 2024 • Julina Ogilvie

In this episode of Women on Wealth, Julina Ogilvie talks with Brian Cimbak, a funeral pre-planning specialist, about End-of-life Planning for Peace of Mind. They discuss the importance of pre-planning, the ideal timing, overcoming common fears, and financial considerations. Tune in for practical advice on managing this essential part of financial and life planning.

Show Highlights:
The role of a funeral pre-planning specialist (3:28)
Why discuss pre-planning (6:45)
How early you should plan (10:34)
Common fear on end-of-life planning (11:28)
Key financial considerations (13:59)
Lock in rates when you pre-plan (19:11)
The role of life insurance (21:29)
How to have conversations with family (30:09)
Government programs and VA options (33:29)
The reason it's set up third party (36:40)

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Email- jogilvie@principlewealthpartners.com

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180