Robert Brokamp

speaker

4,411 appearances 40 recordings 3 series first heard Oct 2025 last heard 6d ago

Robert Brokamp’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 40 in all, peaking in Aug 2026 with 5.

Appearances

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Motley Fool Hidden Gems Investing · Prepare to Pass on Your Possessions · 29 Aug 2026 podcast

The next section you should have in your vault is information about executors and guardianship. matched

With the executor, it's always important to choose someone ideally in your state and someone who's very detail oriented. matched

And you might want to list a backup because you can't make someone be an executor. matched

Someone might say, Yeah, I'll be you the executor and then they change their mind later. matched

Um and I will say too, as someone who's been an executor, if you take on that responsibility, you should ask for this document and as much information as that person is willing to share because you're going to be on the hook for a lot once you become the executor. matched

Uh and since you mentioned kids with guardianship, I also point out it it could also be older adults. matched

So we have a a former foolish colleague whose um brother matched

was the guardian for their mother and then his brother passed away and he had to step in and be the guardian for his mother, but then find where all the accounts were and all that stuff too. matched

So that's another thing to think about. matched

All right, let's move on to life insurance. matched

And since you mentioned employer, you might want to include information from like your HR department because you don't know what employee benefits maybe do to you, or some other thing you had, like a flexible spending account, um, uh company stock. matched

So you want to have someone at the company to be able to reach out to. matched

And I guess you could expand it to really any professional, your financial planner, your accountant, someone else that you think is a is a professional and knows your situation, who's someone matched

What should contact if they need to? matched

Let's move on to a relatively new development, and that is platform legacy settings. matched

Yeah, and this includes social media too, right? matched

Facebook has certain settings, like anything that you want someone to have access to. matched

I just think it's interesting to think about. matched

Do you want your Facebook account to continue beyond what when you've passed away? matched

You might or you might not. matched

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