Families may avoid financial and estate planning conversations, leaving them unprepared for unexpected events. In this episode of Prime Life Podcast, Mary Crean speaks with Pepper Bethel, a financial planning consultant and certified estate planner, about why proactive planning can be essential. Pepper shares insights on important documents, common misconceptions, and how financial wellness connects with overall health. With practical advice and real-life stories, Pepper’s passion for service comes through, providing listeners with actionable steps that can help them achieve financial readiness.

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Prime Life Podcast Prime Life Podcast Hosts

Mary Falletti-Crean
Mary provides digital marketing support for Nassau and its distribution partners.

Josef Katz
Josef Katz builds strategic & growth marketing programs for startups.

Laura Dinan Haber
Laura serves as innovation brand director for Nassau Re/Imagine, Nassau Financial Group’s insurtech incubator.

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