Finance Through The Fog
Claim This Podcastby Jeff Morneault, CFP®, EA, RICP®
Podcast Overview
<p>A space to discuss the intersection of Financial Planning and Widowhood, and how Widows can navigate transitions that come with grief and loss.</p><p>Hosted by Jeff Morneault, CFP®, EA, RICP®, owner of Hilltop Planning in Austin, Texas. Jeff discusses financial topics relevant to widows and interviews other specialists who serve the widowhood community.</p><p></p><p><strong>Disclaimer:</strong> </p><p>The information provided in this podcast is for informational and educational purposes only and is not intended to constitute investment, financial, legal, or tax advice.</p><p>All opinions expressed are those of the host and guests and are subject to change without notice. Any references to investments, strategies, or securities are illustrative and do not constitute a recommendation or solicitation to buy or sell any investment product. The views and strategies described may not be suitable for all investors.</p><p>Listeners should not act or refrain from acting on the basis of any information included in this podcast without seeking individualized advice from a qualified financial professional who understands your personal circumstances and financial objectives. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.</p><p>Jeff Morneault may discuss and link to third-party resources or websites; these are provided solely for convenience and do not constitute an endorsement. Jeff Morneault makes no representations as to the accuracy, timeliness, or completeness of any third-party information.</p>
Language
🇺🇲
Publishing Since
12/4/2025
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Recent Episodes
May 18, 2026
Untangling Inherited IRA Rules for Non-Spousal Beneficiaries
<p>This is the first of a two-part series in which Jeff explores the complex world of inherited IRAs. While this episode focuses on inheriting a pre-tax or Roth IRA from anyone other than a spouse, the follow-up episode will discuss spousal inherited IRAs.</p><p>Whether you are planning for your own legacy or looking for educational guidance on an inherited IRA, you will learn about the rules, common pitfalls, planning opportunities, and crucial timelines for inheriting and passing on pre-tax and Roth IRAs.</p><p>If you have any questions, please reach out to jeff at jeff@hilltopplaning, or through his website at <a target="_blank" rel="noopener noreferrer nofollow" href="http://hilltopplanning.com">hilltopplanning.com</a></p><p></p><p><strong>Disclaimer:</strong> The information provided in this podcast is for informational and educational purposes only and is not intended to constitute investment, financial, legal, or tax advice.</p><p>All opinions expressed are those of the host and guests and are subject to change without notice. Any references to investments, strategies, or securities are illustrative and do not constitute a recommendation or solicitation to buy or sell any investment product. The views and strategies described may not be suitable for all investors.</p><p>Listeners should not act or refrain from acting on the basis of any information included in this podcast without seeking individualized advice from a qualified financial professional who understands your personal circumstances and financial objectives. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.</p><p>Jeff Morneault may discuss and link to third-party resources or websites; these are provided solely for convenience and do not constitute an endorsement. Jeff Morneault makes no representations as to the accuracy, timeliness, or completeness of any third-party information.</p>
April 25, 2026
A Conversation on the complexities of serving as Executor or Trustee with Tara Yukawa, owner & founder of SageVault
<p>Jeff sits down with Tara Yukawa, a Certified Executor Advisor and the founder of SageVault, to discuss the complexities of serving as an executor or trustee.</p><p>Tara shares her journey of starting SageVault, which offers resources, education, and advisory services to those pre-planning an estate or navigating their roles as executor and/or trustee. Tara shares practical advice and insights into a role that so many find themselves unexpectedly navigating, along with tips for navigating some of the more common pitfalls executors and trustees face.</p><p>During our discussion, the resources Tara references are:</p><ul><li>Memorialization and transfer setup instructions for Google, Meta, etc - <a target="_blank" rel="noopener noreferrer nofollow" href="https://mysagevault.com/manage-online-accounts-after-death/">https://mysagevault.com/manage-online-accounts-after-death/</a></li><li>Subscribe to my weekly newsletter: <a target="_blank" rel="noopener noreferrer nofollow" href="http://mysagevault.com/newsletter">mysagevault.com/newsletter</a></li><li>Get your copy of Before It's Too Late: A Guided Workbook for Talking to Your Aging Parents About the Future - <a target="_blank" rel="noopener noreferrer nofollow" href="https://amzn.to/3Z2QS1q">https://amzn.to/3Z2QS1q</a></li></ul><p>You can reach Tara through her website at <a target="_blank" rel="noopener noreferrer nofollow" href="https://mysagevault.com/">https://mysagevault.com</a> or email her at <a target="_blank" rel="noopener noreferrer nofollow" href="">tara@mysagevault.com</a>.</p><p></p><p></p>
February 23, 2026
Conversation with Veronica Pulido, Founder and CEO of Good Grief
<p>In this episode of Finance Through the Fog, I share a discussion with Veronica Pulido, founder of <a target="_blank" rel="noopener noreferrer nofollow" href="https://joingoodgrief.com/">Good Grief</a>, a resource offering support and community to those navigating Grief and Loss. Veronica details her own experience with grief after the loss of her father, and what inspired her to leave the corporate world for a mission to serve others through their own transitions with loss.</p><p></p><p>We also discuss insights Veronica has gained towards the grieving experience through her journey with Good Grief, and her experiences with the highs and lows of entrepreneurship.</p><p></p><p>Veronica can be reached at veronica@joingoodgief.com, and her website can be found at <a target="_blank" rel="noopener noreferrer nofollow" href="http://www.joingoodgrief.com">www.joingoodgrief.com</a></p><p></p><p></p>
6 total episodes available
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- What is Finance Through The Fog?
<p>A space to discuss the intersection of Financial Planning and Widowhood, and how Widows can navigate transitions that come with grief and loss.</p><p>Hosted by Jeff Morneault, CFP®, EA, RICP®, owner of Hilltop Planning in Austin, Texas. Jeff discusses financial topics relevant to widows and interviews other specialists who serve the widowhood community.</p><p></p><p><strong>Disclaimer:</strong> </p><p>The information provided in this podcast is for informational and educational purposes only and is not intended to constitute investment, financial, legal, or tax advice.</p><p>All opinions expressed are those of the host and guests and are subject to change without notice. Any references to investments, strategies, or securities are illustrative and do not constitute a recommendation or solicitation to buy or sell any investment product. The views and strategies described may not be suitable for all investors.</p><p>Listeners should not act or refrain from acting on the basis of any information included in this podcast without seeking individualized advice from a qualified financial professional who understands your personal circumstances and financial objectives. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.</p><p>Jeff Morneault may discuss and link to third-party resources or websites; these are provided solely for convenience and do not constitute an endorsement. Jeff Morneault makes no representations as to the accuracy, timeliness, or completeness of any third-party information.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Information about guest appearances is not available.
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