Financial Planning Ministry’s Post

🎙️ "The only thing more expensive than getting a will done is NOT having a will!" Avoid common estate planning errors with tips from Josh Sheluk, CFA, CFP®, CIM® & Colin White, CPA, CMA, CFP®, CIM®. Catch the latest #BarenakedMoney episode and make informed decisions! 🎙️💡 #WealthManagement #Podcast https://zurl.co/DZX2

Discover why uncomfortable estate planning questions are essential for a well-prepared estate plan. Listen to this podcast episode now! #EstatePlanning #Podcast https://lnkd.in/gBr8a35t

Discover why uncomfortable estate planning questions are essential for a well-prepared estate plan. Listen to this podcast episode now! #EstatePlanning #Podcast https://lnkd.in/gBr8a35t

🔊 New Podcast Episode Alert!  I'm excited to announce the latest episode of the "Doing Business with a Servant's Heart" podcast, titled "Estate and Legacy Planning: Hard Lessons Learned and Practical Steps for Peace of Mind."  🎙️ Special Guest: David  David joins us to share his heart-wrenching yet insightful journey of managing his parents' estate—a process that took seven years, involved ten court appearances, and cost $50,000 in legal fees. His story sheds light on the critical importance of estate planning for everyone, not just the wealthy.  💡 Key Topics Covered:  - The emotional and financial toll of inadequate estate planning Why estate planning matters for everyone with assets Real-life stories and practical tips for estate planning Responsibilities of executors and designating guardians for minor children Avoiding the pitfalls of inadequate estate preparation  📌 Chapter Highlights:   Legacy and Estate Planning Importance (15 mins)  - David discusses his personal experience and stresses the necessity of having a will to prevent family hardship and government intervention.   Estate Planning and Legacy Preparation (10 mins)  - Practical advice on meeting with lawyers, designating guardians, and preparing executors to handle family drama and legal responsibilities.   Sharing David's Wealth of Knowledge (1 min)  - Encouraging listeners to subscribe to David's YouTube channel for ongoing guidance and share this invaluable episode with loved ones.   💬 David's Wealth of Knowledge: David's mission is to help families avoid the stress and complications he faced by being prepared. He emphasizes the importance of open family conversations and detailed estate plans to leave a legacy, not a mess.  📢 Subscribe and Share: Don't miss out on this episode that could change how you think about estate planning. Subscribe to our podcast, and make sure to share this episode with your family and friends. Let's ensure everyone can benefit from David's invaluable advice.    #EstatePlanning #LegacyPlanning #FinancialWellness #PodcastEpisode #ExecutorResponsibilities #ServantsHeart #FinancialSecurity #PeaceOfMind  ---  Feel free to engage with us in the comments and let us know your thoughts on this crucial topic! 🌟

Discover why uncomfortable estate planning questions are essential for a well-prepared estate plan. Listen to this podcast episode now! #EstatePlanning #Podcast https://lnkd.in/gBr8a35t

Dying is going to happen to us all. Obviously I biased, but I think Andrea Love did a fantastic job braking down what can be an uncomfortable but necessary aspect of life: talking about what happens to it all after you’re gone & how to protect the ones you love. If you’re curious about: // how to broach the subject with someone you love // things to consider when selecting an executor // if a trust and estate firm is right for you Take a listen to this episode of How Canada Works.

🚀 New Podcast Episode Alert! 🎙️ I'm thrilled to announce the latest episode of the Money Matters Podcast, featuring an insightful conversation with the visionary Adam Zuckerman ! In this episode, we delve deep into the crucial topic of estate planning. Whether you're just starting out or looking to refine your existing plan, this episode is packed with valuable insights and practical tips that you won't want to miss. 🔑 Episode Highlights: Discover Adam’s unique and emotional journey that led to the creation of Buried in Work, a platform revolutionizing estate planning. Learn the importance of starting your estate planning early and organizing your assets. Find out the common mistake in estate planning that could jeopardize your future intentions and how to avoid it. Explore innovative approaches to simplify estate organization and end-of-life tasks. 💼 About Our Guest: Adam Zuckerman is a seasoned attorney and the founder of Buried in Work. His personal experiences and professional expertise make him a true visionary in transforming how we think about securing our legacies. 🔔 Don't forget to like, comment, and subscribe to stay updated with our latest episodes! Your feedback is always appreciated. #EstatePlanning #FinancialPlanning #LegacyPlanning #Podcast #MoneyMatters #AdamZuckerman #FinancialAdvice #WealthManagement #WillsAndTrusts #EstateOrganization #FinancialSecurity #WealthTransfer

Avoiding the Biggest Blunders in Estate Planning Ever wonder what common mistakes people make when planning their estate?    Join Thomas O'Connell RICP and John Iammarino, RMA® on this episode of The Retire Happy Podcast, where we sit down with @JoshYager, a seasoned estate planning expert to uncover the pitfalls that can cost you and your loved ones dearly.    From overlooked details to major missteps, we'll guide you through the maze of estate planning, ensuring you avoid these costly errors. Tune in to safeguard your legacy and give yourself peace of mind.    Listen here: https://lnkd.in/eTTyjPxb

We’re so grateful to the How Canada Works podcast with Adrian Blake, CFP & Trevor Miller, CFP, RIAC, RRC for inviting our CEO, Andrea Love, to chat on the episode “How the Wealthy Protect Their Legacy.”   In this episode, Andrea shares her expertise on the complexities of being an executor and how proper planning, like creating a Will and naming executors can help prevent future conflicts.   Curious to learn more?🎙️ Check out the episode https://lnkd.in/eyWDXY8g and discover how we can help you protect what matters most.   💼💙We’re here to support you every step of the way!    #EstatePlanning #Canada #TrustFund #LegacyProtection #WealthManagement

Ever had a PREMONITION??? On the latest episode of Estate Planning Nightmares, don’t miss the story of a prepared man whose premonition became a reality! 😳 😲 And an individual with over 550 investments who was caught unprepared.  These real-life accounts underscore the significance of proactive estate planning in safeguarding your legacy and ensuring your loved ones are protected. Join me as attorney Michael Porter of Faith Mountain Legacy Services, shares these eye opening stories! 🎧 Listen now for insights on safeguarding your legacy and protecting your loved ones! #EstatePlanning #LegacyProtection #Podcast #estateplanningnightmares #endoflifeplanning #mylifeandwishes #legacyvault