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The podcast is filled with advice, tips, and many real-life examples demonstrating what can go wrong (and what can go right), depending on whether or not families plan accordingly in advance, communicate clearly with one another, and are willing to put petty and selfish differences aside. No one likes talking about death and inheritances before they absolutely have to, but as I have learned from personal experience, having these conversations earlier, rather than later, will save a lot of ti ...
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「职行者」是一档记录精英小人物的访谈类节目,希望通过每期邀请一位一线城市的行业精英,探讨每个人对其行业及职场日常的独特见解,以及个人成长的多面自我。 The Executors is a biweekly interview-style discussion that explores in depth the dynamics of the career landscape in China’s major cities through the lens of leading local professionals and their unique growth journeys. Support this podcast: https://podcasters.spotify.com/pod/show/zhixingzhe/support
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In this Best of Episode, David has a conversation about the emotional journey and challenges of being an executor with Debbie Buehler. Discover her heartfelt story of managing her mother's estate—unexpected hurdles, the surprising demands of an executor's role, and the emotional toll it took on her journey. Whether you're an executor dealing with a…
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In this Best of Episode, David revisits his conversation with Lynette M Smith about writing special letters to say thank you to the important people in our lives. A special gift any time of the year especially during the holiday season. Lynette shares how her children inspired her dreams and why saying thank you with a handwritten note means so muc…
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In today's "Best of" episode David revisits a conversation with the incredible Hospice Nurse Julie. This is all about the world of end-of-life care, Julie talks about the transition many of us fear but often feel too awkward to discuss. Spoiler alert: it's not all doom and gloom! Think of this episode as your go-to guide on how to be present for th…
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In this Best of Executor Help: Stories of Life, Death, and Legacy. David revisits one of his favorite conversations with journalist and author Steven Petrow. His story about dealing with sadness, love, and family will make you laugh and cry at the same time. Steven talks about what he learned from life. He shares a touching story about his friend J…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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 …
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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 …
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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…
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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…
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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…
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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…
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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 …
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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…
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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 …
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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…
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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. …
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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…
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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 …
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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 …
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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…
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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…
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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…
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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…
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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 …
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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…
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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…
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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…
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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 …
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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…
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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'…
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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…
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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…
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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…
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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…
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