Left in Charge of the Money
Irene is 62 and her husband has just suffered a stroke which has left him incapacitated both physically and mentally. He always handled the money and Irene has never had to make financial decisions before.
Irene has to take the reigns and learn to manage their finances and investments. The couple has a financial advisor but Irene always feels patronised when she deals with him.
Irene wants to learn as much as she can so that she can confidently deal with the financial professionals and make sure that they are working in her and her husband's best interests.
Irene has no idea where to start!
Irene wants to:
- Understand the jargon so that she can make sense of what the advisors are telling her.
- Be able to confidently discuss the merits of various investments.
- Know how best to handle the insurance payout from her husband's disability claim.
- Be confident that their financial situation is going to be enough to last, especially with all the extra medical bills coming in.
Join Me and Money and explore the Money Program to learn about a range of topics. Learn how Irene gradually became more confident and comfortable that her and her husband's interests are being looked after.