In this episode of The Next Tour, Ian and Andia talk with Daniel Kopp, an Air Force veteran, Certified Financial Planner (CFP®), Military Qualified Financial Planner (MQFP®), and widower, where we unpack some of the most important aspects of being prepared to deal with the loss of a loved one. Daniel’s firsthand experience and his professional expertise highlight several things families can do, both big and small, to ease the burden when tragedy strikes. For example, having a shared login and password manager can ensure your shared digital life is not in limbo and stuck behind firewalls and layers of security to unlock and access. Daniel’s story is a great reminder of how we can work through the pain and come out on the other side by both being prepared early on, but as well by seeking help when we lose someone we love.

Below are links and resources that we mentioned during the show:

• Trust and Will Estate Planning

• The Conversation Project

• Five Wishes Care Planning

• Choose FI Podcast: Optimizing Your Financial Plan Before Military Retirement with Dianel Kopp

• Survivor Benefit Plan (Military OneSource)

• Wise Stewardship Financial Planning

• Military to Financial Planner Podcast

• Financial Therapy Association

• Kansas State University Financial Therapy Graduate Certificate Program

• Military Financial Advisors Association

• LastPass password manager

• 1Password password manager

Connect with Daniel Kopp on LinkedIn.

The Next Tour Podcast disclaimer

The views, opinions, and advice expressed by our guests on The Next Tour are their own and do not necessarily reflect the official policy or position of the podcast, Ian, Andia, or any affiliated organizations. While we strive to provide helpful and accurate information, this podcast is for informational purposes only. We encourage listeners to consult with professionals or conduct their own research before making any significant decisions related to military transition or post-service life. The content is intended as guidance and personal perspective, not as official advice.