Podcasts about inheriting chaos

Author & Financial Planner, Jennifer Luzzatto shares ideas & resources for handling the financial chaos often left behind, after the passing of a loved one. Plus, CentsAble Bobbi discusses how families can work as a team now, to reduce the financial chaos left behind.

Jennifer began her career in the financial services industry 30 years ago as a fixed-income trader in a regional brokerage firm. This background paved the way for her to join a commercial bank where she managed personal trust accounts, institutional portfolios, and a municipal bond mutual fund.In 1999, Jennifer transitioned from her career in banking to financial planning and investment advisory services when she founded Summit Financial Partners in Richmond, Virginia. She has offered fee-only advice to individuals and corporations from the beginning.Jennifer’s straightforward financial planning and investment philosophy emphasizes highly diversified portfolios, being faithful to regular savings contributions, and to developing a strategy that clients can maintain on a long term basis.After living in many parts of the country, Jennifer settled in Richmond over 35 years ago. After almost 26 years of marriage, her husband lost his battle with Leukemia. Jennifer has a 11-year-old daughter and one “All American” breed dog.Jennifer is passionate about her clients and her relationships with them on a human level. You can often hear Jennifer commenting that her clients are never far from her thoughts. Jennifer is an active member of her church and enjoys spending time with her family in the mountains of Virginia.She is also the author of Inheriting Chaos with Compassion. Inspired by Jennifer’s personal experience and informed by her three decades in the financial services industry, Inheriting Chaos with Compassion will get you through the tangled financial legacy your loved one left behind.Find out more about Jennifer: https://www.summitfinancialpartnersrva.com/our-team/

After losing her husband and sister within the same year, Jennifer Luzzatto felt overwhelmed by the financial and legal responsibilities she found herself with, unable to handle them despite her background in finance. With the knowledge she gained through this despondent time, Jennifer set out to help others make sense of their new financial situation after the loss of a loved one with her financial services and new book, Inheriting Chaos with Compassion.   A certified financial planner, chartered financial analyst and NAPAFA financial advisor with over thirty years experience in financial services, Jennifer knows first hand what information can be necessary when taking on new financial responsibilities in the wake of family members passing on. Today Jennifer breaks down all the financial aspects of multiple kinds of loss to provide compassionate and valuable advice. By working with clients holistically, Jennifer prefers to use money as a tool to support your goals, dreams, and aspirations instead of as a bargaining chip. With the right financial planning, you can structure your finances to support what you want to do with your life, and find the freedom in making your own decisions. Don't make quick decisions when thoughtful action is called for, prepare yourself with the knowledge to get your own finances in order, limit the grieving, and sort through a loved ones records with as minimal stress as possible. Financial planning is a whole new side of love as medicine but is a crucial step in completing the picture and gaining clarity into your own destiny. Have you ever had to take on the responsibility of a loved ones finances after they have moved on, committed a betrayal or passed away? Share your story with us in the comments on the episode page!   In This Episode Which professionals you should be gathering to create your financial team How to prepare for the debt of a loved one in an unexpected situation Advice for those totally uninvolved in the finances and wanting to gain insight Productive ways to grieve while dealing with a new financial responsibility A look into executor responsibilities, power of attorney, fee-only financials and more   Quotes “It's amazing what occurs to you the more you start thinking about it, so at least make things easy to find if you can.” (10:32) “That goes back to why you really need some really solid estate planning before you think you are gonna need it because someday you will, unfortunately!” (16:34) “Listen to your instincts and back away a little bit if your gut is telling you ‘I don't know about this’.” (19:14) “Anything people can do to help themselves and help their loved ones, is gonna be good, because there is always going to be I think a lot more to it than anyone anticipates.” (25:55)   Links Inheriting Chaos with Compassion by Jennifer Luzzatto Summit Financial Partners Website   Find the full show notes for this episode here Keep up with all things Love Is Medicine Follow Razi on Facebook |Instagram

We're talking inheritances. Whether you’re getting a lot of money or a little – or whether you’re the one divvying up the money after Aunt Gertrude dies – it can be a real mess. Guest Jennifer Luzzatto, talks about how to clean up the mess – or, even better, to make sure that the mess never happens.  

I got to speak to Jennifer Luzzatto who is President of Summit Financial Partners and the author of Inheriting Chaos with Compassion, in which she provides expert guidance and advice to help you handle the new financial responsibilities you inherited in the wake of a family member’s passing or incapacitation. This invaluable and compassionate handbook covers power of attorney, executor responsibilities, and all aspects of settling an estate, while providing essential information about bank accounts, investments, and any professional service you might require. This episode is brought to you by Nova Zora Digital. See what Nova Zora Digital can do for your business with digital marketing. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

The loss or decline of a loved one is always an emotionally wrenching experience. Having to deal with their finances as well in this already difficult time can seem like an overwhelming burden. ... The post Inheriting Chaos with Compassion: Jennifer Luzzatto appeared first on Author Hour.

The loss or decline of a loved one is always an emotionally wrenching experience. Having to deal with their finances as well in this already difficult time can seem like an overwhelming burden. ... The post Inheriting Chaos with Compassion: Jennifer Luzzatto appeared first on Author Hour.