Jeff Morneault, CFP®, EA, RICP®

Finance Through The Fog

Business EN ↓ 6 episodes

A space to discuss the intersection of Financial Planning and Widowhood, and how Widows can navigate transitions that come with grief and loss. 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. Disclaimer: 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. All opinions expressed are those of the host and guests and are sub...

Author

Jeff Morneault, CFP®, EA, RICP®

Episodes

Untangling Inherited IRA Rules for Non-Spousal Beneficiaries 18.05.2026 29:07

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. Whether you are planning for your own legacy or looking for educational guidance on an inherited IRA, you will learn about the rules, common pitfa...

A Conversation on the complexities of serving as Executor or Trustee with Tara Yukawa, owner & founder of SageVault 25.04.2026 59:53

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. 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 rol...

Conversation with Veronica Pulido, Founder and CEO of Good Grief 23.02.2026 33:19

In this episode of Finance Through the Fog , I share a discussion with Veronica Pulido, founder of Good Grief , 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. We also dis...

Comprehensive Guide to Understanding Long Term Care 31.01.2026 55:13

On this episode of Finance Through the Fog , Jeff discusses all things “Long Term Care.” The Topics of discussion and their timestamps are: 00:00 Intro 03:37 Defining and Qualifying for Care 06:14 Misconceptions of Long-Term Care 07:36 Cost and Different types of Care Settings 13:23 Length of Care 15:08 Medicare and Long-Term Care 19:50 Medicaid and Long-Term Care 28:08 Long Term Care Insurance 40...

Understanding the "Widow's Penalty" and how it can affect taxes, Social Security, and Medicare 05.12.2025 29:37

On this episode of Finance Through the Fog , Jeff discusses the “Widow’s Penalty,” a term used to describe changes in taxes, social security, and Medicare following the death of a spouse. Disclaimer: 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. All opinions expressed are th...

Navigating Spousal Social Security Survivor Benefits 04.12.2025 29:42

In the first episode of Finance Through the Fog , Jeff discusses Social Security Survivor Benefits for Spouses, and they can interact with your own benefit to provide retirement income. The episode includes an overview of survivor benefits, benefit calculations, claiming timelines, and common strategies. Disclaimer: The information provided in this podcast is for informational and educational purp...