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How to Approach Difficult Money Conversations with Parents

August 10, 2022 By ESI Leave a Comment

I first met Jordan Grumet online when he was part of a group I ran at Rockstar Finance. We then met up at a FinCon (financial bloggers conference) and shared a meal. From there I followed his transition from physician to podcaster (he hosts the Earn and Invest podcast -- I was on episode 183) to hospice doctor. It's been an interesting journey and from what I can see, Doc … [Read more...]

Filed Under: Estate Planning

Choosing to Disinherit (Or Not) Someone in Your Estate Plan

October 8, 2021 By ESI 8 Comments

I've already shared Estate Planning for Your Pets from the book Estate Planning 101. As I explained in that earlier post, the book is the new work from my blogger friends Vicki Cook and Amy Blacklock. They own several sites together, Vicki is the founder and blogger behind Make Smarter Decisions, Amy is the founder and blogger behind the award-winning site Life … [Read more...]

Filed Under: Estate Planning

Estate Planning for Your Pets

August 20, 2021 By ESI 4 Comments

I've shared how we updated our estate plans a couple years ago as well as how we added a cat to our family a year or so later. Today's post combines both of those issues into a very interesting piece. But before we get to that, let me step back a bit... Blogger Friends The personal finance blogging world is pretty small, especially if you attend the annual FinCon … [Read more...]

Filed Under: Estate Planning

All About Estate Plans

December 11, 2019 By ESI 96 Comments

The last time we got our will updated was 20 years ago. Our kids were young, we were much less wealthy (net worth: $300k), and the world was entirely different. At that point, if anything happened to us, we had our kids going to a family we were close with then -- but have lost touch with now. And, of course, the kids are much older than they were at that … [Read more...]

Filed Under: Estate Planning

How Much Economic Outpatient Care is Too Much?

September 28, 2019 By ESI 40 Comments

As most of you know, my favorite personal finance book of all time is The Millionaire Next Door. It's not because I think it's "the best" personal finance book (I don't know if there is one that I'd label the best, though I have named my top five) or because millionaires read it more than any other money book. No, it's more personal than that. I love the book because it … [Read more...]

Filed Under: Books, ESI Thoughts, Estate Planning

What If You Died Tomorrow?

August 18, 2018 By ESI 12 Comments

The following is a guest post from Chelsea Brennan, the founder of Mama Fish Saves, a personal finance blog that focuses on family finance, investing, and reducing money stress. Chelsea is an ex-hedge fund investor whose work has appeared in a wide array of publications, including Forbes, Business Insider, Haven Life, and more. What follows is a topic that is probably the … [Read more...]

Filed Under: Estate Planning

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