151. Are You Financially and Legally Prepared for Loss?: Yvette Martinez-Rea
interview by Nada Jones
Yvette Martinez-Rea is a mom, a widow, a COO, a dog and cat owner, a mediocre but improving golfer, and an excellent guacamole maker. She lives in La Canada, CA, with said pets and loves reading, walking with friends, and martinis.
Nada is joined today by a very dear guest for a conversation on losing loved ones and the steps we can take to better prepare for the inevitable. Yvette Martinez Rae shares how her world turned upside down overnight and the financial and legal aftermath she had to manage while grieving. She later wrote a letter to her friends, Nada among them, sharing her newfound wisdom in hopes of sparing them the same overwhelm. She joins us today for a difficult conversation to share the takeaways from that letter. This episode is full of heart, in service to our listeners, and in honor of her husband, Andy Rae.
Listen on Apple Podcast | Spotify | YouTube | Or right here!
Online forms to help navigate household finances/accounts/planning:
Estate Planning Checklist - https://www.ncoa.org/article/estate-planning-checklist/
Asset Inventory Worksheet - https://www.schwab.com/resource/asset-inventory-worksheet
AARP Guide After a Loved One Dies - https://www.aarp.org/family-relationships/when-loved-one-dies-checklist/
Surviving Spouse Checklist - https://www.raymondjames.com/-/media/rj/advisor-sites/sites/p/a/palmavenuewealthadvisorygroup/files/financial-planning-documents/b9-surviving-spouse-checklist.pdf
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