The Rob Berger Show

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


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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...

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The Rob Berger ShowBy Rob Berger

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