In this episode Melissa Joy, CFP, ® and Kristie Kindstrom, founder of Your Honeycomb Inc., discuss ways to plan for aging and leaving a legacy. As a longevity planning expert with more than 30 years of experience in the financial services industry, Kristie Kindstrom helps families create a longevity plan by categorizing all facets of a person’s life, from assets, digital estate, daily life, health, and legacy. If you or your family members need help organizing and creating a plan, this episode is a must-listen.
You will learn:
- How to organize and inventory photos and family heirlooms
- Tips for working to take inventory together as a family.
- What is a digital estate?
- Where is a good place to keep passwords and online assets to protect but also share with the right people?
- Why it’s important to build your support network now in case something were to happen to you.
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