The Mental Health and Wealth Show is hosted by Melanie Lockert, author of Dear Debt and founder of Lola Retreat. The podcast covers all things money and mental health. On the show, Melanie interviews mental health professionals, financial professionals, and people who share their struggles with money and mental health.
http://mhawshow.libsyn.com/website
episode 78: How Estate Planning Can Help You and Your Loved Ones’ Financial and Mental Health: An Interview with Renee Fry
Have you thought about what happens to your money after you die? Do you know that doing nothing at all can lead to a mess for your family left behind and can cause more pain, drama, and grief? Learn how to let your money live on long after you’re gone as I chat with Renee Fry. Renee is the co-founder and CEO of Gentreo, a next-generation financial estate planning, web-enabled software solution. Find out more about estate planning, how it can help your financial and mental health, and what you need if you want to get started.
“Estate planning is really making sure that you are the one making the decisions, whether it’s around money or health because otherwise they will get made for you by complete strangers.” - Renee Fry
What You Will Learn From This Episode
- What is estate planning, the common misconceptions about it, and who should get an estate plan
- What do healthcare proxy, power-of-attorney, and probate mean
- How getting an estate plan helps your financial and mental health
- Estate planning for unmarried couples
- How we can make sure that people with mental health issues requiring a caregiver are well taken care of when they die
- Some examples of situations that go awry because of lack of estate planning
- Estate planning for your pets - why it’s important too
- The documents you need to get started with an estate plan
About Renee Fry:
Renee Fry is the co-founder and CEO of Gentreo, a next-generation financial estate planning, web-enabled software solution. Fry, a Harvard Business School Rock 100 entrepreneur, graduated with honors from Pennsylvania State University and earned an MBA from Harvard Business School. She took her first career steps in the political sphere, having served in the Massachusetts government cabinet as head of Business and Technology under Mitt Romney. This background has given her the business savvy and inspiration needed to create a company to help the tens of millions of Americans who need help to prepare, plan and protect all they love.
Connect with Renee
- gentreo.com
Connect with Melanie
- mentalhealthandwealth.com
- melanielockert.com
- Support the podcast through Ko-Fi
- Buy Melanie’s book “Dear Debt”
- Contact: mentalhealthandwealthshow@gmail.com
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