87. My Partner Died Without a Will

87. My Partner Died Without a Will

Author: Ruth - Personal Finance Blogger October 18, 2023 Duration: 56:31
Today I am really looking forward to sharing the financial ins and outs of Rachael, a wonderful wahine who has been listening to this very podcast for years. She enjoys this podcast because the stories I share are relatable because they are, of course, about everyday Kiwis in Aotearoa. Hers, as you are about to find out, is a cautionary tale that she hopes you don’t have to go through yourself, but you will come out more aware and informed having heard about it. Her partner of eight years, Tony, died suddenly in mid-2020. While coping with the shock and grief of this, she then also had to embark on a long journey of unravelling the financial side of his life, but because he died intestate or without a will, she had shaky legal rights to do so. These days, she is really focused on her finances and said she will squawk at anyone about them, particularly when it comes to retirement plans, end-of-life plans and the necessity of having a will. Coping with her grief was hard enough; sorting out the settlement of his estate made it doubly hard, and she wants you to avoid this same situation at all costs.

Money conversations can feel awkward, but they don't have to be. On The Happy Saver Podcast-Personal Finance in New Zealand, host Ruth brings her perspective as a longtime personal finance blogger to break down that barrier. Each episode is built around real stories from everyday Kiwis, exploring the nuanced and often personal relationship people have with their finances. You'll hear frank discussions about how money influences life choices, for better or worse. The focus is on practical, grounded experiences within the New Zealand context-where people save, how they invest, and whether those strategies actually pan out over time. Ruth guides conversations that delve into both financial victories and those moments that feel like train wrecks, always with an eye toward learning. The underlying question is how to design a life rich in experience without spending a fortune to get there. This isn't about theoretical jargon; it's about the applied reality of making dollars and sense work together in Aotearoa. By listening to this podcast, you gain a collective wisdom from a community navigating the same economic landscape, from everyday budgeting to long-term investing goals. Ruth facilitates a space where money is simply a tool to be understood and mastered, one honest story at a time.
Author: Language: en-us Episodes: 50

The Happy Saver Podcast - Personal Finance in New Zealand
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