In this episode of The Retireable Podcast, Mike Wallace and John Sauger dig into the wonderfully messy world of what happens after someone passes away — from 67 must-answer questions to why your crypto password might be harder to find than grandma’s secret casserole recipe.
They share why preparing your documents, decisions, and “who gets what” list beforehand is one of the greatest gifts you can leave your family. Expect laughs, real-life stories (including family fights over rosaries and cookbooks), and practical guidance on organizing accounts, passwords, digital assets, funeral wishes, and all the things nobody wants to think about… until they have to.
Plus, in the “Holistic Happening,” John walks through a client situation where a sudden job loss turned into an unexpected blessing — and how planning helped bring clarity, calm, and even a little hope.
Short, honest, and surprisingly funny — this episode proves that estate planning doesn’t have to be scary… as long as you’re not the one whose phone password is 0000.
