We’ll discuss the importance of planning for yourself, including strategies to help you grow your money to last a lifetime. We’ll learn how to plan for the what-ifs as a single-income household, strategies to help grow your savings and make it last, even if you got a late start, how to plan for health care, aging care, and other needs as you get older, important items not to overlook, such as insurance and key financial documents, and why you need them, and how to build a financial plan that helps you feel confident and secure in your future.
00:00 Introductions
02:44 The importance of planning for the proud household of one
06:10 The importance of self-care
08:25 What’s an estate planning
09:31 Who needs an estate plan
10:50 Tool that helps create an estate plan: Fidelity Estate Planner
12:37 Benefits of an estate plan
12:50 What’s included in an estate plan
14:08 FidSafe, easy, no-cost way to store, access and share documents
15:56 The importance of life insurance
16:23 Types of life insurance
16:39 What is Term insurance vs. Whole Life Insurance
17:19 Disability Insurance – who needs it
17:33 The importance of long-term care insurance
18:36 how much do you need in an emergency fund?
20:16 The importance of budgeting
21:43 Investing as a single person
23:14 Savings vs investing
24:30 Boundary setting
27:04 Retirement planning
30:50 Available resources to help
33:46 What to do when life circumstances change
36:33 When to take social security
41:28 Wrap up
Questions? Drop them below 👇 and we’ll reply right in the comments.
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