Not Your Average Financial Podcast™

Episode 353: When My Parents Died, Here’s What Happened Next

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In this episode, we ask:

  • What did Mark learn from his parents?
  • What was a great gift?
  • What happened in high school?
  • What did Mark receive after college?
  • What happened with Dave Ramsey?
  • How many jobs did we work?
  • What did Mark’s mom do?
  • What about health ratings?
  • Would you like hear Episode 43?
  • Would you like hear Episode 322?
  • What did they discuss?
  • What happened?
  • How did Mark’s mom leverage her policy’s cash value?
  • What about the Roth IRA?
  • What happened next?
  • What happens with a health rating?
  • What about Mark’s dad?
  • Would you like to hear Episode 302?
  • What about the Upton Sinclair paradox?
  • What was Dad’s philosophy for money?
  • What did he believe about home values?
  • What did Mark’s mom do through the cancer diagnosis?
  • What are the limits on a Roth IRA?
  • What happened in January 2017?
  • What about estate planning?
  • Are your documents in place now?
  • Are your parent’s documents in place now?
  • Do you have a will?
  • Do you have a medical power of attorney?
  • Do you have a financial power of attorney?
  • What avoids probate?
  • What does not avoid probate?
  • Are life insurance proceeds private?
  • Do you owe them or not?
  • How might you avoid heartache?
  • What goes directly to the beneficiaries?
  • How much did she pay in as premium?
  • How much did the benefits pay?
  • What was the return?
  • What was the tax?
  • What were the fees?
  • Where did Mark and his brother put the money?
  • What would Mark prefer?
  • What makes Mark smile?
  • What happened with Mark’s dad?
  • What happened at the end?
  • Do people actually invest the rest?
  • What happens with term insurance?
  • What was worthless to him?
  • Is your will updated?
  • What are the issues with term insurance?
  • What about love?
  • What has Mark learned through losing both parents at a young age?
  • How about a tale of two parents?
  • What are the big takeaways?
  • What is messy?
  • How might you leave the best last gift?
  • What about letting policies expire?
  • Where would you like to be buried?
  • What songs would you like to be played at your funeral?
  • Would you like to hear Episode 149?
  • Does this story resonate?
  • Do you have a similar story or experience?
  • How might you leave the best last gift?

    • ...more
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