If YOU were to unexpectedly die tomorrow, would your loved ones know how to access your information?

Your bank accounts? Insurance policies? Debts? Access to your home and car? Your devices?

Approximately 2/3 of Americans don't have any estate planning documents!

To help you avoid leaving a financial mess behind, guest host Jeremy Schneider is sharing how he's PERSONALLY prepared his family for an untimely death.

Specifically, he's sharing:

➡ What information and documents he has gathered

➡ Where and how he (securely) stores it

➡ His process for keeping everything updated

If you need actionable ideas (and motivation!) to tackle this critical planning task, today's episode is for you.

WANT MORE RETIREMENT PLANNING TIPS?

Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter.

As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet.

👉 Click here to subscribe and grab your cheatsheet.

***

EPISODE RESOURCES:

👉 Follow Jeremy Schneider on Instagram

✏️ Grab the Episode Show Notes

📘 Check Out My New Book: More Than Money

📊 Get Your Free Retirement and Tax Analysis