Do Something Great For Your Family, with Once I've Gone
05/26/21 • 25 min
In my 20-odd year career as a financial planner, I have worked with many bereaved clients who have lost spouses, partners, parents and other loved ones. Obviously, the emotional impact is profound, but this is often compounded by the additional pressure of having to go through someone’s financial and other affairs to get things straight. This process is always made so much easier if the person who has died was organised beforehand. And essentially, that is what the company Once I’ve Gone are helping people to prepare, but I’ll let Ian Dibb, Founder and CEO of the company explain more.
In my 20-odd year career as a financial planner, I have worked with many bereaved clients who have lost spouses, partners, parents and other loved ones. Obviously, the emotional impact is profound, but this is often compounded by the additional pressure of having to go through someone’s financial and other affairs to get things straight. This process is always made so much easier if the person who has died was organised beforehand. And essentially, that is what the company Once I’ve Gone are helping people to prepare, but I’ll let Ian Dibb, Founder and CEO of the company explain more.
Previous Episode
The Financial Success Checklist
When I wrote the MeaningfulMoney Handbook in 2018, I wanted it to be the one book that most people would need to go from zero to hero with their personal finances. It was designed for anyone to be able to work through and to begin taking control. Today’s checklist aims to condense the message of the book into less than 30 minutes - wish me luck!
Next Episode
Young Family Challenges, with Joe Okaly
Young families have lots of things to deal with. Even though my kids are 18 and 21, I still remember juggling childcare with work, making ends meet, wondering whether to move house and take on the extra mortgage. My guest today is an expert in this field, Joe Okaly of New Horizons Wealth Management in New Jersey. If you have a young family yourself or if you’re a grandparent to a young family today’s session will be both interesting and instructive.
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