

MONEY DIARIES NZ: Learning Through Loss
Mar 3, 2024
A community member from New Zealand shares her journey of handling her mother's sudden loss, guiding her father with finances, planning a wedding and honeymoon amidst grief. Emphasizing open communication on joint accounts, bill payments, and creating a will. Exploring challenges of managing finances after a parent's passing, budgeting for an overseas honeymoon, and investment strategies. Reflecting on the importance of balance and confidence in financial decision-making post-loss.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Navigating Financial Challenges After Parent's Passing
01:57 • 8min
Planning and Budgeting for Adventures and Life Events
10:16 • 8min
Exploring Financial Security and Investment Strategies
18:44 • 2min
Insights on Passive Investing and Choosing an Investment Platform
20:27 • 2min
Navigating Inheritance and Financial Planning After Unexpected Loss
22:09 • 7min
Exploring Balance and Confidence in Financial Decision Making
29:13 • 3min