Simple Success With John Brandy

235 - Estate Planning & Emotional Wealth with John Brandy


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This episode makes the case for estate planning as more than just a legal checkbox—it’s a powerful tool for peace of mind, clarity, and emotional wealth. John Brandy unpacks common misconceptions (like "I’m too young for a will") and reframes estate planning as personal insurance that protects your loved ones and honors your hard work.

From wills and trusts to digital legacy and letters of intent, this episode breaks down how a comprehensive estate plan is a bold, intentional act of love and leadership.

Key Takeaways:

  • Estate planning isn’t just for the elderly—it’s about protecting your legacy

  • It includes more than a will: think trusts, digital assets, and values-based planning

  • Open communication with loved ones is part of the process

  • True happiness includes control, clarity, and peace of mind

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Recommended Reads:
Think and Grow Rich
Jonathan Livingston Seagull
Dictionary of Finance and Investment Terms

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Simple Success With John BrandyBy John Brandy | Financial Life Coaching for Smart Personal and Business Finance

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