How to Create Walk-Through Videos of Your Finances for Your Spouse
In many couples, one person handles the money and the other things 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 ( • The Blue Binder: How to Prepare Your ... ). 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 video, 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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Financial tools I use:
I track all of my investments, performance, fees, and asset allocation with Empower. It's Free:
https://go.robberger.com/personal-cap...
My retirement plan comes from New Retirement, the most robust retirement planner available at a reasonable cost:
https://go.robberger.com/new-retireme...
I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:
https://go.robberger.com/capitalize/y...
My budgeting tool of choice is Tiller. It downloads all your banking data to Excel or Google Sheets:
https://go.robberger.com/tiller/yt-tools
We save and invest our credit card rewards. Here are some of my favorite credit cards:
https://www.allcards.com/best-credit-...
My Book (Retire Before Mom and Dad):
https://amzn.to/2MsRJ9B
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ABOUT ME
While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.
I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)
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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.
