Welcome to Your Money Always Matters, where financial clarity meets real experience.
My name is Lattia Lindsley. I’m a retired licensed financial professional with years of experience inside the industry — from helping clients open brokerage accounts to processing them when families lost a loved one. I created this channel to share what really happens behind the scenes and to make money make sense for everyone.
Disclaimer:
The information shared on Your Money Always Matters is for educational and informational purposes only. It’s not financial advice, and it’s not intended to replace guidance from a licensed financial professional who understands your individual situation. Always take the time to do your own research and make the decisions that are right for you—because your money truly does matter.
YOUR MONEY ALWAYS MATTERS
Give me less than six minutes of your time and I’ll share with you what the options are for IRA beneficiaries including the surviving spouse, minor child and non-spouse individuals. And what is the role of the executor for an IRA. Check out my video “Not the Executor “ on Wednesday, April 1, 2026 at 5:00PM ET
5 days ago | [YT] | 8
View 1 reply
YOUR MONEY ALWAYS MATTERS
What happens to an IRA when the account holder passes away?
Watch the full discussion here: youtube.com/live/Jok9uvfgm1A?si=KThkkPj5zKKLZZAb
Because your money always matters.
1 week ago | [YT] | 2
View 0 replies
YOUR MONEY ALWAYS MATTERS
🎉 Thank You for Helping Me Reach 50 Subscribers!
Because of your support, this channel has now unlocked the YouTube livestream feature.
I’m currently preparing my first livestream, where we’ll talk about an important retirement topic:
What happens to an IRA when the account holder dies?
We’ll discuss:
• Beneficiaries
• Spousal options
• Inherited IRAs
• Common mistakes people make
Stay tuned for the livestream announcement!
And remember…
Your Money Always Matters.
👇 Question:
Have you ever had to deal with an inherited IRA or beneficiary account?
3 weeks ago | [YT] | 7
View 4 replies
YOUR MONEY ALWAYS MATTERS
Which retirement topic would you like explained next?
1 month ago | [YT] | 2
View 0 replies