The Rob Berger Show

RBS 143: How to Create Walk-Through Videos of Your Finances For Your Spouse


Listen Later

In many couples, one person handles the money and the other thinks as little as possible about it. That's certainly true with my wife.

To help her, should I pass away, I created what I call the Blue Binder. To supplement the binder, I've started creating videos where I share my computer screen and walk through our finances.

This allows me to show her our brokerage and bank accounts online. I can walk through all of our finances and explain how it all works and why I've made the choices that I've made.

In this episode, I'll explain how you can create these videos and give you some ideas of the topics you should cover.

Tools Mentioned in this Video

Empower: https://go.robberger.com/empower/yt-b...
Tiller: https://go.robberger.com/tiller/yt-bl...
Loom: https://www.loom.com/
Snagit: https://www.techsmith.com/screen-capt...

Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...

...more
View all episodesView all episodes
Download on the App Store

The Rob Berger ShowBy Rob Berger

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

156 ratings


More shows like The Rob Berger Show

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

435 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

776 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

729 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,278 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

501 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

507 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

562 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

181 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

591 Listeners

The Long View by Morningstar

The Long View

888 Listeners

Sound Investing by Paul Merriman

Sound Investing

332 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

786 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

127 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

719 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

161 Listeners