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217 – Estate Planning – More Than Just a Will with John Brandy
In this episode, we explore why estate planning isn't just for the elderly or the wealthy. We break down common myths, discuss the emotional and financial benefits of planning early, and reveal the 18 key components of a solid estate plan.
Key Topics Discussed:
✅ The importance of estate planning, even for young adults
✅ Why financial security contributes to happiness
✅ Wills vs. trusts – key differences and benefits
✅ Digital assets – what they are and why they matter
✅ How estate planning aligns with financial independence
✅ Steps to start your estate plan today
Key Quotes & Insights:
💡 “A fence creates safety, much like knowing your financial landscape creates security.”
💡 “Happiness isn’t just about living in the moment—it’s also about ensuring peace of mind for the future.”
💡 “Estate planning isn’t just about wealth—it’s about values, legacy, and protecting your loved ones.”
Actionable Steps:
1️⃣ Assess your financial situation and identify your goals
2️⃣ Gather documents related to your assets, debts, and existing plans
3️⃣ Discuss your wishes with your family to ensure clarity
4️⃣ Explore different estate planning tools like wills, trusts, and digital asset planning
5️⃣ Seek guidance from a financial planner or estate attorney
Amazon Recommendations:
Think and Grow Rich: The Landmark Bestseller Now Revised and Updated for the 21st Century (Think and Grow Rich Series)
https://amzn.to/4ihxt4q
Jonathan Livingston Seagull
https://amzn.to/3EWGnWL
Dictionary of Finance and Investment Terms (BARRON'S FINANCE AND INVESTMENT HANDBOOK)
https://amzn.to/4keyCvv
Stillness Is The Key
https://amzn.to/41IADcl
Amazon Basics Neoprene Dumbbell Hand Weights
https://amzn.to/41wAici
Our Credits:
These podcasts are productions of Little Red Hen Industries. OUR FIFTH YEAR!!
Learn about financial education & personal finance with John Brandy on Simple Success on Mondays!
Listen to great speeches with John on A Choice Voice, which comes out on Wednesdays!
Learn more about Simple Success with John Brandy using our all-in-one access link here
Visit the Simple Success with John Brandy website today!
Follow Us Here:
https://www.instagram.com/simplesuccesswithjohnbrandy
https://www.pinterest.com/simplesuccesswithjohnbrandy/
https://www.facebook.com/simplesuccess
https://www.reddit.com/r/littleredhen/
All Little Red Hen Productions:
🎙️John Brandy Podcasts
Simple Success Web:
https://www.simplesuccesswithjohnbrandy.com/
A Choice Voice Web:
https://www.achoicevoice.com/
Production Credit:
Techno King: 😏John C. Brandy.
Alter Ego: 🙅🏻Doubting Thomas.
Fact-Checker: 🐄 A Small Brown Beef Animal, Really Tiny. Facts Are Important But Are Also Easy.
Junior Script Writer: 🦾Frase.IO
Social Manager: 🎩 Abraham Lincoln.
Media Expert: 👑_Augustus Caesar.
Psychologist: 🤔_William James.
Sound Designer: 💻🔊 Adobe’s Creative Suite.
Language Consultant: 🇫🇷_Lea – The French “Do Your Own Research” Lady.
Videographer: 🐈_Etomon Koshki.
Audio Props: 🎧 Les Paul.
Inspiration: 🎨 Many podcasts and other sources and of course Napoleon Hill.
Subscribe Links:
🍎iOS Simple Success: https://podcasts.apple.com/us/podcast/simple-success-with-john-brandy/id1549566678
🤖Droid Simple Success: https://podcasts.google.com/search/simple%20success%20with%20john%20brandy
🍎iOS A Choice Voice: https://podcasts.apple.com/us/podcast/a-choice-voice-with-john-brandy/id1560026051
🤖Droid A Choice Voice: https://podcasts.google.com/search/a%20choice%20voice%20with%20john%20brandy
🚀AI Voices & Other Stuff @ Amazon Polly, Google, OpenAI, Eleven Labs, Adobe, Frase.IO, ACE Studios, Suno.AI & Udio.Com.
🙋🏻♂️Finally, you can find us on Podmatch, Matchmaker.FM, Podbooker and Podcast Guests, where we consider guests & guesting on other people’s shows.
🎶And really finally, our main background music comes from freesound.org.
Hosted on Acast. See acast.com/privacy for more information.
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By John Brandy | Financial Life Coaching for Smart Personal and Business Finance
5
33 ratings
In this episode, we explore why estate planning isn't just for the elderly or the wealthy. We break down common myths, discuss the emotional and financial benefits of planning early, and reveal the 18 key components of a solid estate plan.
Key Topics Discussed:
✅ The importance of estate planning, even for young adults
✅ Why financial security contributes to happiness
✅ Wills vs. trusts – key differences and benefits
✅ Digital assets – what they are and why they matter
✅ How estate planning aligns with financial independence
✅ Steps to start your estate plan today
Key Quotes & Insights:
💡 “A fence creates safety, much like knowing your financial landscape creates security.”
💡 “Happiness isn’t just about living in the moment—it’s also about ensuring peace of mind for the future.”
💡 “Estate planning isn’t just about wealth—it’s about values, legacy, and protecting your loved ones.”
Actionable Steps:
1️⃣ Assess your financial situation and identify your goals
2️⃣ Gather documents related to your assets, debts, and existing plans
3️⃣ Discuss your wishes with your family to ensure clarity
4️⃣ Explore different estate planning tools like wills, trusts, and digital asset planning
5️⃣ Seek guidance from a financial planner or estate attorney
Amazon Recommendations:
Think and Grow Rich: The Landmark Bestseller Now Revised and Updated for the 21st Century (Think and Grow Rich Series)
https://amzn.to/4ihxt4q
Jonathan Livingston Seagull
https://amzn.to/3EWGnWL
Dictionary of Finance and Investment Terms (BARRON'S FINANCE AND INVESTMENT HANDBOOK)
https://amzn.to/4keyCvv
Stillness Is The Key
https://amzn.to/41IADcl
Amazon Basics Neoprene Dumbbell Hand Weights
https://amzn.to/41wAici
Our Credits:
These podcasts are productions of Little Red Hen Industries. OUR FIFTH YEAR!!
Learn about financial education & personal finance with John Brandy on Simple Success on Mondays!
Listen to great speeches with John on A Choice Voice, which comes out on Wednesdays!
Learn more about Simple Success with John Brandy using our all-in-one access link here
Visit the Simple Success with John Brandy website today!
Follow Us Here:
https://www.instagram.com/simplesuccesswithjohnbrandy
https://www.pinterest.com/simplesuccesswithjohnbrandy/
https://www.facebook.com/simplesuccess
https://www.reddit.com/r/littleredhen/
All Little Red Hen Productions:
🎙️John Brandy Podcasts
Simple Success Web:
https://www.simplesuccesswithjohnbrandy.com/
A Choice Voice Web:
https://www.achoicevoice.com/
Production Credit:
Techno King: 😏John C. Brandy.
Alter Ego: 🙅🏻Doubting Thomas.
Fact-Checker: 🐄 A Small Brown Beef Animal, Really Tiny. Facts Are Important But Are Also Easy.
Junior Script Writer: 🦾Frase.IO
Social Manager: 🎩 Abraham Lincoln.
Media Expert: 👑_Augustus Caesar.
Psychologist: 🤔_William James.
Sound Designer: 💻🔊 Adobe’s Creative Suite.
Language Consultant: 🇫🇷_Lea – The French “Do Your Own Research” Lady.
Videographer: 🐈_Etomon Koshki.
Audio Props: 🎧 Les Paul.
Inspiration: 🎨 Many podcasts and other sources and of course Napoleon Hill.
Subscribe Links:
🍎iOS Simple Success: https://podcasts.apple.com/us/podcast/simple-success-with-john-brandy/id1549566678
🤖Droid Simple Success: https://podcasts.google.com/search/simple%20success%20with%20john%20brandy
🍎iOS A Choice Voice: https://podcasts.apple.com/us/podcast/a-choice-voice-with-john-brandy/id1560026051
🤖Droid A Choice Voice: https://podcasts.google.com/search/a%20choice%20voice%20with%20john%20brandy
🚀AI Voices & Other Stuff @ Amazon Polly, Google, OpenAI, Eleven Labs, Adobe, Frase.IO, ACE Studios, Suno.AI & Udio.Com.
🙋🏻♂️Finally, you can find us on Podmatch, Matchmaker.FM, Podbooker and Podcast Guests, where we consider guests & guesting on other people’s shows.
🎶And really finally, our main background music comes from freesound.org.
Hosted on Acast. See acast.com/privacy for more information.