RBS 143: How to Create Walk-Through Videos of Your Finances For Your Spouse

The Rob Berger Show - A podcast by Rob Berger

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In many couples, one person handles the money and the other thinks 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. 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'...