Finance Through The Fog
Jeff Morneault, CFP®, EA, RICP®
Show overview
Finance Through The Fog launched in 2025 and has put out 5 episodes in the time since. That works out to roughly 3 hours of audio in total. Releases follow a roughly quarterly cadence.
Episodes typically run twenty to thirty-five minutes — most land between 30 min and 55 min — though episode length varies meaningfully from one episode to the next. It is catalogued as a EN-language Business show.
The show is actively publishing — the most recent episode landed 3 weeks ago, with 3 episodes already out so far this year. Published by Jeff Morneault, CFP®, EA, RICP®.
From the publisher
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 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.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.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.
Latest Episodes
A Conversation on the complexities of serving as Executor or Trustee with Tara Yukawa, owner & founder of SageVault
S1 Ep 4Conversation with Veronica Pulido, Founder and CEO of Good Grief
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 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.Veronica can be reached at [email protected], and her website can be found at www.joingoodgrief.com
S1 Ep 3Comprehensive Guide to Understanding Long Term Care
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 Intro03:37 Defining and Qualifying for Care06:14 Misconceptions of Long-Term Care07:36 Cost and Different types of Care Settings13:23 Length of Care15:08 Medicare and Long-Term Care19:50 Medicaid and Long-Term Care28:08 Long Term Care Insurance40:28 Effects of Long-Term Care on Families44:45 Tax Planning and Long Term Care50:46 Conclusion and Final ThoughtsDisclaimer: 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 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.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.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.
Ep 2Understanding the "Widow's Penalty" and how it can affect taxes, Social Security, and Medicare
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 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.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.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.
Ep 1Navigating Spousal Social Security Survivor Benefits
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 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 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.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.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.