Olivia speaks with attorney Emily Baggett regarding digital assets and estate planning. Olivia and Emily help you sort through your digital affairs by identifying what digital assets include: monetary accounts, points accounts, creative content, monetized social media accounts, and store accounts. Digital estate planning helps you decide if you want to transfer, distribute, preserve, destruct, or neglect the asset. The digital consumer should also consider what to do with their overall ‘online presence’ once deceased, including non-monetized social media accounts, email accounts, gaming accounts/profiles, professional electronic files, memberships, subscriptions. And what about your cellphone? Resource alert: Take a peak at the Digital Legacy Clinic offered by the University of Colorado Boulder, where pro-bono tech support services are provided for the dead, dying and their family members - https://www.colorado.edu/center/digital-legacy/

For general estate planning, check out a previous episode with Emily athttps://rss.com/podcasts/psyfi/601664/

Olivia takes you on a metaphorical nautical journey to navigate through turbulent financial waters by 1) mapping out your financial destination; 2) using your financial navigational tools; 3) understanding financial dangers; 4) regaining financial control; 5) identifying allies; and 6) recalculating.

Links:

www.annualcreditreport.com

https://extension.usu.edu/powerpay/

Many give up on financial planning before they start, and it’s no wonder! There are so many things to know! Olivia validates and empathizes with the listener but helps focus your attention on 6 areas to explore to create some sense of direction and movement: spend-planning, tax-planning, debt management, saving/investing, retirement planning, and estate planning.

FINANCIAL WELL-BEING: Civilian, Military

STARTER SPEND PLAN

Net Worth Spreadsheet

IRS TAX WITHHOLDING ESTIMATOR

FSA HEALTH CARE AND DEPENDENT CARE

IRS TAX WITHHOLDING ESTIMATOR

CHECK YOUR CREDIT REPORTS ANNUALLY

POWERPAY

TSP WEBINARS

COMPOUND INTEREST (& OTHER CALCULATORS)

RISK TOLERANCE QUIZ

FINRA BROKER CHECK & BARRED BROKERS

FINRA INVESTMENT COURSES

FINDING A FIDUCIARY CERTIFIED FINANCIAL PLANNER

GRB CIV PLATFORM

FERS & CSRS PRE-RETIREMENT WEBINARS

SOCIAL SECURITY