Cele mai bune Executor podcast-uri (2024)

1
Family Heirlooms vs. Modern Values: What You Need to Know! 40:51

3d ago40:51

40:51

David has a conversation with Cynthia Kraft founder of Family Branch and Root. With over 20 years of experience, Cynthia shares her journey from genealogy to estate advisory. Their conversations range from addressing family dynamics, choosing the right executor, and navigating modern-day challenges like the generational shifts in values. Whether yo…

1
Don't End Up Like Amy Winehouse: The Costly Mistake of Not Having a Will! 35:35

4d ago35:35

35:35

David's guest is Debbie Stanley, CEO and senior estate administrator of ETP Canada. With over a decade of experience guiding grieving families through the complexities of estate management, Debbie and David talk about the role of a corporate trustee, why more individuals are opting for professional expertise over personal executors. They explore th…

1
Simplifying Estate Planning 27:29

10d ago27:29

27:29

In this episode David talks with Peter Morrison, a financial planner from Executors Friend. Peter shares his story and explains his job helping people who are executors—those in charge of handling someone's estate when they pass away. He talks about the importance of being prepared, organizing important documents, and having clear conversations abo…

1
Executor Horror Stories 28:22

17d ago28:22

28:22

As part of the Make a Will Month series David has a conversation with Jill Chambers, the founder of Financial Concierge. It is Jill's mission is to guide vulnerable families, busy professionals, and older adults as they navigate the complexities of estate planning. In this episode Jill shares her insights on the importance of communication, the ris…

1
Make A Will Month: Taking the First Steps Toward Peace of Mind 32:53

24d ago32:53

32:53

Do you have a will? If the answer is no, or you're unsure when you last updated it, this episode is a must-listen. David welcomes back Bruce Young, an expert in estate and trust advisory services, for a conversation on the importance of making and maintaining a will during part 1 in a series during 'Make A Will Month.' Discover how a little prepara…

1
Wills Thrills Legal Spills 9:03

1M ago9:03

9:03

In this episode, "Wills Thrills & Legal Spills," David breaks down complex terms like wills, trusts and executor. Hear stories to demystify the essential documents for estate planning, such as power of attorney. Get ready to learn how to plan your estate as seamlessly as planning a journey to a theme park. Tune in and equip yourself with the knowle…

1
Love, Loss, and Legacy: A Path to Rebuilding Life! 37:42

1M ago37:42

37:42

In this episode, David's is joined by Jeanette Koncikowski, a writer and advocate for widowed parents. Tune is as she shares her journey following the sudden loss of her husband due to a rare epilepsy-related illness. Jeanette shares her personal experiences from her memoir "Shipwrecked," detailing how she navigated the challenging terrain of grief…

1
Unlocking the Secrets to Healing: How Celebrating Life Transforms Grief! 41:42

1M ago41:42

41:42

In this episode David has a conversation with Jason Harris author of Good Grief: Celebrate Your Life about the delicate dance to handling grief, from personal loss to life's unexpected changes. Jason shares his ideas on how we can better celebrate lives and navigate those tough moments. Stick with us; you'll want to hear this! For David's book, oth…

1
From Heartache to Healing: One Woman's Journey 16:30

2M ago16:30

16:30

In this episode David welcomes Andrea Pomeroy, a poetic voice of resilience and transformation. Andrea, a nurse, author and devoted mother channels her life experiences into poetry offering a window into personal growth amid adversity. Tune in as Andrea shares her insights on using poetry for healing, discussing pivotal poems from her book Memories…

1
The Hidden Crisis: Why 152 Million Americans and 15 Million Canadians Don't Have a Will 30:59

2M ago30:59

30:59

In this episode David Edey has a conversation with Dr. Thomas William Deans, an expert on family businesses and wills. Did you know that 152 million American and 15 million Canadian adults don't have a will? Tom talks about why talking about family money is so hard and shares how having family meetings can help. He also dives into the tricky topic …

1
The Power of Legacy Moments: How to Preserve Your Story for Future Generations 25:13

2M ago25:13

25:13

Feeling like a deer caught in headlights when it comes to legacy planning? Tune into this episode as David chats with Nancy Olsen, the founder of Legacy Moments Last Forever. Whether it's tales from World War II nurses, awkward family wills, or how to use your iPhone to record Grandma’s favorite recipes. Trust us; it’s like getting a hug from your …

1
From Widowhood to Finding Love and Laughter Once Again 24:23

2M ago24:23

24:23

On this episode David has a conversation with Debbie Weiss, a widow who took a wild ride through online dating after losing her husband George. From binge-watching Netflix with Manhattans in hand Debbie's journey is filled with laughter, lessons, and late-life love. Tune in for an episode that's equal parts funny and heartwarming as Debbie shares h…

1
Expectations vs. Reality: Inheritance Survey Findings with Rob Carrick 18:50

3M ago18:50

18:50

In this episode David chats with Rob Carrick, a personal finance columnist from The Globe and Mail. Rob shares surprising results from his recent survey about inheritances in Canada. They discuss why many Canadians expect to inherit six figures and whether this is realistic. They also talk about how longer lifespans and rising healthcare costs coul…

1
Episode 100 Unlocking the Secrets to Living Longer and Happier Lives 35:20

3M ago35:20

35:20

This is episode 100 Are you interested in learning how to live longer, happier, and a healthier life? David has a conversation with Dr. Joe Casciani, founder of the Living to 100 Club and author of "Living Longer is the New Normal." Dr. Casciani shares valuable wisdom on navigating the complexities of aging, addressing cognitive challenges, and hav…

1
Finding Peace in Grief 30:29

5M ago30:29

30:29

Join David as he has a conversation with grief educator Brian D. Smith who shares his personal journey of finding hope and growth amid grief. Learn about the levels of grief, practical steps for coping, and the transformative power of supporting others while navigating loss and healing. Tune in for an inspiring discussion on navigating grief in tod…

1
Shifting the Conversation: Legacy Planning with "Die With Zero" 4:16

5M ago4:16

4:16

In this episode David talks about "Die With Zero" by Bill Perkins. The book explores an unconventional approach to wealth management and legacy planning that challenges the traditional beliefs about saving for retirement. So sit back, reflect on your relationship with money, and consider how to make each moment count. After listening, we encourage …

1
Navigating Farm Family Dynamics: Strategies for Success and Harmony 37:43

5M ago37:43

37:43

David has a conversation with family farm transition expert Elaine Froese about the intricacies of farm family dynamics and the crucial aspects of succession planning within agricultural businesses. Elaine shares her expertise on facilitating tough conversations between family members, specifically founders and the next generation, the episode emph…

1
Listener Questions Answered: How to Secure Your Family's Future and Legacy 6:42

6M ago6:42

6:42

Are you ready to secure your family's future and protect your legacy? In this episode, David tackles some frequently asked listeners questions about wills, estate planning, and the impact on your loved ones. From heartbreaking stories to empowering examples, David talks about the importance of making a will, the consequences of not having one, and …

1
The 4 Phases of Retirement and Life Legacy Planning 33:59

6M ago33:59

33:59

David's guest is Dr. Riley Moynes who shares invaluable insights into the psychological challenges of retirement and the "4 phases of retirement" that can help retirees navigate this significant life transition. The discussion also touches on the importance of legacy and estate planning related to the phases of retirement, highlighting the signific…

1
Surviving Loss: A Love Story of Redemption, Resilience, and Building a Legacy 26:10

6M ago26:10

26:10

David talks with Kelly Kirk, a remarkable individual with an extraordinary love, loss, and resilience story. Kelly shares his journey from struggling with homelessness after business failure to finding hope through his deep connection with his late wife, Sophia. Their love story, filled with unwavering support and perseverance, is truly inspiring. …

1
Embracing Joy in Grief: A Crash Course in Finding Your Hey 28:05

7M ago28:05

28:05

David talks with Deborah Covell Fletcher, the author of Finding Your Hey, a crash course into braving grief and embracing Joy. Deborah believes in finding joy in the little things and living life. The book encourages others to change their outlook on life and embrace happiness. Deborah hopes to inspire readers to approach their lives more positivel…

1
Unveiling the Secrets of Multi-Generational Wealth 36:33

7M ago36:33

36:33

David has a conversation with Tsitsi Mutendi, a family business expert and author of Raising The Baobab. Tsitsi shares her family's incredible entrepreneurship and generational wealth-building journey in Zimbabwe. Learn about her family's challenges and the crucial lessons learned about passing down businesses across generations. If you're curious …

1
From Funeral Director to Facing My Own Mortality: An Eye-Opening Journey 23:54

7M ago23:54

23:54

In this episode, David has a conversation with Greg Barnsdale author of Do Not Ignore Your Mortality, who shares his experiences working in the death industry and his personal health scare. The conversation highlights the importance of proactive end-of-life planning, dispels misconceptions about wills and power of attorney, and stresses the need fo…

1
Unveiling the Conversations at the Death Cafe 37:35

7M ago37:35

37:35

David has a conversation with Allison Pilling about the impact of the Death Café Quinte on individuals seeking support and information surrounding death, grief, and end of life decisions. For David's book, other resources, and more visit www.davidedey.comDe către David Edey

1
The Business Owner's Guide to Creating a Successful Succession Plan 30:51

8M ago30:51

30:51

Join David and guest Wayne Zell author of Your Multimillion Dollar Exit. Tune in as they explore the critical nuances of estate and succession planning for businesses. Drawing from Wayne Zell's wealth of experience in business succession planning, this episode provides real-life examples that underscore the importance of proactive planning to ensur…

1
The Power of Creativity in Estate and Legacy Planning 32:32

8M ago32:32

32:32

Estate planning is fun! Said No One. Ever ! David has a conversation with Rich Lippman author of Bucket List. Tune in as Rich introduces the concept of "Missions of Meaning" in estate planning, where a portion of inheritance is dedicated to funding missions that create positive impact and lasting memories. From writing "forever letters" to the impo…

1
The Art of Forgiveness: Letting Go and Moving Forward 37:06

8M ago37:06

37:06

David is joined by the inspiring Katharine Giovanni, best-selling author of "The Ultimate Path to Unlocking Your Power." Together, they explore the transformative power of forgiveness, as Katharine introduces her concept of the Forgiveness Matrix. Through personal stories and insights, they delve into the complexities of forgiveness, navigating fam…

1
The Power of Regular Reviews and Important Family Conversations 21:51

8M ago21:51

21:51

In this episode David continues his conversation with Certified Executor Advisor and estate planning expert Bruce Young. They delve deeper into the importance of ongoing conversations about estate planning within families. Bruce emphasizes the need for regular reviews of estate plans, especially when life circumstances change, and advocates for adv…

1
Legacy planning in Motion: How to Build Family Unity 26:16

8M ago26:16

26:16

Struggling with how to approach the challenging topic of estate planning with your family? In this episode of David has a conversation with Certified Executor Advisor and estate planning expert Bruce Young. Bruce shares invaluable insights on the importance of candid conversations and family harmony in creating purpose-driven estate plans. Join the…

1
Managing Life's Unexpected Events: Carol Roth Shares Insights on the Future File 43:18

9M ago43:18

43:18

Listen in as David has a conversation with business and finance expert Carol Roth sharing her experience of creating the Future File System after facing the unexpected loss of loved ones, including her father. Carol emphasizes the profound impact of her father's proactive planning and how it inspired her to develop a product to help others navigate…

1
Recognizing and Helping People with Compassion Fatigue Part 2 28:51

9M ago28:51

28:51

In part 2 David continues his conversation with the inspiring Juliette Watt. They delve into the importance of recognizing and helping people with compassion fatigue, Juliette shares profound insights drawn from her personal experiences and expertise. She highlights the signs of compassion fatigue, effective coping strategies, and the necessity of …

1
Family Dynamics and Compassion Fatigue: Juliette Watt's Insights for Overwhelmed Caregivers 40:12

9M ago40:12

40:12

David's guest Juliette Watt, opens up about the challenges of caregiver fatigue and the impact of family dynamics on the caregiving process. Juliette shares her personal experiences with caring for a mentally ill and narcissistic mother, shedding light on the complexities of feeling duty-bound in such relationships. From her confrontation with Fran…

1
Navigating the Uncomfortable: Madame Maven's Take on Conversations About Death 34:47

9M ago34:47

34:47

David's guest, Madame Maven developed a curiosity about death from an early age, influenced by her experiences of watching people's responses to death and working in a nursing home at 18. She began collecting clippings related to death and dying, including obituaries and alternative burial options. She also continued to explore the topic through he…

1
Executor Q&A Session 5:56

10M ago5:56

5:56

In this episode, David answers some thought-provoking questions from the audience about settling estates and avoiding family conflicts. The questions cover a range of complex family dynamics, from dealing with estranged family members to setting boundaries with contentious beneficiaries. For David's book, other resources and more visit www.davidede…

1
Love, Loss, and Wisdom: Lessons from 45 Years of Marriage 28:50

10M ago28:50

28:50

Join David for a conversation with Dan Fogel as he shares his captivating story of love, loss, and the profound insights gained through grief. After the passing of his wife of 45 years, Dan found solace in processing his grief through writing, ultimately leading to the discovery of Sue's hidden thoughts and desires through her journals. For David's…

1
The Importance of Succession Planning in Business Ownership 25:05

10M ago25:05

25:05

David has a conversation with Della Kirkman. Della shares her journey from being a single mom working at Cracker Barrel to becoming a successful entrepreneur, international speaker, and publisher of the Shifting Gears newsletter. She sheds light on the importance of being prepared for unexpected life events and the impact they can have on business …

1
How to Live Authentically: Embrace Mortality and Find Clarity 41:38

10M ago41:38

41:38

Are you avoiding tough conversations about death and dying? David has a conversation with death doula Jill C McClennen. Join them as Jill provides valuable insights on facing our mortality, living authentically, and finding clarity in life. Discover how embracing these discussions can lead to a more intentional and fulfilling life. For David's book…

1
Estate Liquidation and Family Dynamics: Navigating the Challenges 40:18

11M ago40:18

40:18

David is joined by Amanda Giustiniani, a seasoned auctioneer and expert in estate liquidation. Learn about her family's rich auctioneering legacy, her innovative resources like 'My Final Gift', and her advice on resolving family disputes, handling hidden assets, and much more. For David's book, other resources and more visit www.davidedey.com…

1
Estate Planning: The Final Frontier 26:59

11M ago26:59

26:59

In part 2 David continues his conversation with Joe Saul-Sehy they get into a lively and educational discussion about estate planning. The episode delves into the misconceptions surrounding estate planning, using humorous and relatable analogies to simplify the complex topic. Joe shares engaging anecdotes and practical insights from the book "Stack…

1
The Humor of Money: Joe Saul-Sehy's Take on Personal Finance and Goals 40:00

11M ago40:00

40:00

David begins Season 4 with a conversation with Joe Saul-Sehy, best known as the host of the popular "Stacking Benjamins" podcast and author of the financial management book "Stacked." Join them as they explore the power of addressing financial challenges and uncover the true value of long-term financial goals. For David's book, other resources and …

1
Season 3 Finale: Fostering Family Love and Unity through Gratitude Letters 31:50

12M ago31:50

31:50

On this final episode of Season 3 David and guest Lynette M. Smith delve into the power of writing gratitude letters as part of an estate and legacy plan. They explore the delicate balance of addressing family issues, imparting wisdom, and fostering hope for a positive future. Lynette shares personal experiences and valuable insights about the last…

1
Best of Siblings and Estates: Unraveling Family Dynamics 41:31

12M ago41:31

41:31

In this best of episode, David dives into the emotional and financial complexities of family disputes and inheritance. Featuring estate planning expert Jeffrey Condon and legal expert Charles Ticker. David has conversations about the impact of unequal inheritance distribution on sibling relationships and the toll of costly legal battles. For David'…

1
Best of season 3: Near Death Experiences 32:50

12M ago32:50

32:50

This special episode recaps some of the best conversations David had from season 3. Mary (Kathy) McDaniel shares her incredible journey from a drug-induced coma to experiencing both hell and heaven during a near-death experience. Mariko Frederick, author of "Soul Priority," provides a fascinating account of her near-death experience and how it tran…

1
The Struggle of Asking for Help: Insights From a Caregiver's Journey 22:19

1y ago22:19

22:19

David continues the conversation with guest Marika Humphreys, a caregiver coach. Join them as they delve into the challenges caregivers face when it comes to asking for help and finding a balance between caring for their loved ones and taking care of themselves. Marika shares her personal journey of overcoming guilt, and burnout, plus offering prac…

1
Empowering Caregivers: Strategies for Finding Balance and Self-Care in Challenging Times 26:35

1y ago26:35

26:35

Are you a caregiver or know someone who is? In this episode of The Executor Help Podcast, I have a special guest, Marika Humphreys, who shares her powerful journey as a caregiver for her husband during his battle with cancer. From the importance of building a support network to finding balance and resilience, Marika's story will inspire and empower…

1
Estate and Legacy Planning: Overcoming Procrastination for Peace, Clarity, and Family Harmony 6:06

1y ago6:06

6:06

On this episode, David tackles the common issue of estate procrastination. Through a compelling story and practical advice, he addresses the fears and challenges that lead to procrastination and offers actionable steps to overcome them. Listeners will gain valuable insights into estate planning, the peace of mind it brings, and the importance of in…

1
From Feeling Overwhelmed to Finding Balance: Self-Care Strategies for Coping with Grief 23:35

1y ago23:35

23:35

In Part 2 David continues his conversation with author and podcast host Emily Thiroux Threatt, You will learn about why self-care is crucial during times of grief. Emily shares her personal experience with self-care, highlighting the importance of finding activities or moments that bring comfort and peace. Sometimes, it's as simple as finding a TV …

1
Finding Purpose in Grief: A Story of Resilience in Maui 27:37

1y ago27:37

27:37

David has a conversation with author and podcast host Emily Thiroux Threatt, who will take us on a deeply personal and enlightening journey. Join us as we explore the beautiful island of Maui, a place known for its breathtaking landscapes and romantic allure, but also facing its own unique challenges. Emily's experience during the recent fire on th…

1
Healing Through Conversation: Carly Midgley's Insights on Loss and Communication 27:41

1y ago27:41

27:41

Exploring the Power of Conversation and Grief: David talks with Carly Midgley who opens up about her deeply personal experience of losing her father to cancer and the challenges she faced in finding the right words to discuss her grief. A heartfelt and thought-provoking episode that delves into the complex emotions surrounding loss. For David's boo…

1
Beyond Blame: The Truth About Parenting Through Addiction 27:08

1y ago27:08

27:08

David welcomes special guest Barbara Legere, author of the bestseller Kevin's Choice. Barbara shares her heart-wrenching journey through her son's mental illness, addiction, and ultimately, his tragic suicide. Barbara also sheds light on the struggles faced by both parents and their children, offering a unique perspective on the devastating effects…

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