Buried in Work Podcast

In this insightful episode of the Buried in Work podcast, host Adam Zuckerman interviews Timothy Clifford, founder of Core Wealth Consultants and a certified financial planner, who shares his decades of expertise in wealth management and estate planning. From his early career on the Chicago Mercantile Exchange to developing the innovative tool, Plan Assist, Tim has helped countless individuals build sustainable wealth. Tim discusses the essential differences between making money and accumulating wealth, key financial decisions that impact long-term success, and how proper estate planning simplifies end-of-life tasks.

Discover the importance of living within your means, maximizing your 401(k), seeking counsel, and diversifying assets for a secure financial future. Tim provides practical, actionable insights for those looking to take control of their financial destiny. Plus, he shares how his Plan Assist tool can guide you through building a wealth strategy that stands the test of time. Whether you're just starting or are well into your financial journey, this episode has something valuable for everyone.

Show links:

• Check out Tim’s Plan Assist tool and download his free guide at https://www.planassist.com/

• Visit Buried in Work for more episodes and resources at https://buriedinwork.com/

In this episode of the Buried in Work podcast, Adam Zuckerman sits down with Scherrie Prince, an attorney and asset protection coach. Scherrie specializes in helping entrepreneurs merge their business plans with their estate plans, building a strong defense around their assets. With over a decade of experience, Scherrie shares valuable insights into protecting your financial legacy and the importance of proactive planning for both personal and business assets.

From her personal journey of growing up in Mississippi, to experiencing firsthand the pitfalls of inadequate estate planning, Scherrie’s story is both moving and informative. Listeners will discover the essential steps needed to protect their business, understand the key differences between trusts and wills, and learn how to create a succession plan that ensures continuity for future generations.

If you’re an entrepreneur or business owner looking to secure your financial future and avoid common pitfalls, this episode is packed with actionable tips you can start implementing today.

Show links:

Website: https://scherrieprince.com/

LinkedIn: https://www.linkedin.com/in/scherriespeaks

YouTube: https://www.youtube.com/@PlayBigFasterPodcast

Facebook: https://www.facebook.com/scherriespeaks

In this episode of the Buried in Work podcast, Adam Zuckerman welcomes Erin Whalen, founder of Compassionate Coaching, a company dedicated to providing communication tools and emotional support to end-of-life professionals. Erin shares her inspiring journey, from starting as a general life coach during the pandemic to focusing her work on supporting hospice, palliative care, and grief professionals. She highlights the vital role empathy plays in dealing with the grieving and the dying, and how crucial communication skills can make a profound impact on the quality of care provided.

Show links:

Website: compassionatecoaching.org.

LinkedIn: LinkedIn: https://www.linkedin.com/in/erin-whalen-compassionate-coaching/

Did you know that you can care for your loved ones and take care of yourself at the same time?

In this episode of the Buried in Work Podcast, Adam Zuckerman sits down with Jeanette Yates, a self-care coach for caregivers and the founder of The Self Caregiver. Jeanette shares invaluable insights into the emotional and physical challenges that come with caregiving. From setting healthy boundaries to battling guilt, Jeanette's personal journey and professional guidance can help caregivers avoid burnout while managing their responsibilities.

Show links:

Website: https://www.theselfcaregiver.com/

Instagram: @TheSelfCaregiver

In this episode of the Buried in Work podcast, host Adam Zuckerman sits down with Jonathan Steele, a family law attorney and cybersecurity expert. Jonathan shares his unique perspective on the intersection of high-stakes divorces and the critical role that cybersecurity plays in protecting personal digital assets. Together, they explore the hidden vulnerabilities that arise during divorce proceedings and discuss how estate planning is often impacted by the dissolution of marriage. Jonathan also offers tips on safeguarding digital privacy before and during a divorce, ensuring that sensitive information stays secure.

• Learn More about Family Law and Cybersecurity: steelfamlaw.com

In today’s episode, Adam Zuckerman chats with Angelyn Frazer-Giles, a woman who wears many hats—founder of Heirloom Estate and Legacy Preservation, and President of the International End of Life Doula Association (INELDA). Angelyn has dedicated over 25 years to advocacy and end-of-life care, and her insights into the world of end-of-life doulas are nothing short of enlightening.

Angelyn shares what it truly means to be an end-of-life doula, guiding individuals and their families through one of life’s most challenging moments with compassion and care. She discusses the importance of preparing for the end of life, how cultural perspectives on death vary around the world, and how INELDA is working to educate and train more doulas every day.

INELDA Website: INELDA.org

If you’ve ever worried about outliving your savings or wondered how to secure a stable retirement, this episode is for you. In this powerful episode of Buried in Work, host Adam Zuckerman sits down with financial expert ‪@steveselengut‬ , author of Retirement Money Secrets and a seasoned expert in income-focused retirement planning.

Steve shares emotional and practical insights from his 40+ years managing over $110 million in assets. Imagine retiring with the confidence that your income will never run out. Steve Selingut’s strategies provide not just financial security, but peace of mind. No more worrying about market volatility or wondering if your savings will last. By focusing on income-generating investments, you can enjoy retirement, travel, and live life fully, knowing your finances are secure.

This is your opportunity to stop chasing market value and start building the financial foundation that will carry you through retirement and beyond.

Retirement Money Secrets by Steve Selingut: Available on Amazon and Audible.

Website: https://theincomecoach.net/

In this episode of the Buried in Work podcast, host Adam Zuckerman sits down with Dr. Fred Mirarchi, CEO and Chief Medical Officer of USACS and MIDEO LLC. Dr. Mirarchi shares his groundbreaking work in revolutionizing advanced directives through the MIDEO platform, a video-based tool that ensures patients' healthcare wishes are understood and respected, even when they can't speak for themselves. Learn about the limitations of traditional paper-based advanced directives, the importance of clear communication in healthcare, and how MIDEO is transforming the way patients, families, and medical professionals approach end-of-life care.

Connect with MIDEO:

• Visit MIDEO’s website for more information: mideohealth.com

Imagine this, you've spent years building your career, but when it comes to planning for the future, you’re not sure if you’re truly prepared. That's where retirement planning comes in, not just as a financial safety net but as a crucial part of your estate planning. Most of us assume we have plenty of time to think about our 401k or beneficiary designations, but how many of us actually revisit these critical decisions when life changes happen?

Connect with Courtenay:

Website: https://www.retirementplanology.com/

LinkedIn: https://www.linkedin.com/in/courtenay-shipley

Chad Hufford, founder of Veritas Wealth Management, shares insights on financial planning, investment mindset, and creating high-performance habits. He emphasizes the importance of teaching financial literacy to children from a young age and starting financial planning early in life. Chad discusses the need to have clear objectives and goals for financial planning, including determining the amount of income needed to live comfortably without a paycheck. He also highlights the costly mistakes that investors often make, such as ignoring their finances until a triggering event occurs and misinterpreting the importance of income in achieving financial independence. Chad encourages listeners to shift their mindset from focusing on accumulating currency to preserving purchasing power over a lifetime. He shares stories of blue-collar millionaires who achieved financial independence through discipline, focus, and strategic financial habits. Chad's key takeaway is for individuals to take ownership and agency over their financial future and not wait for an emergency to start planning.

Show Links

• Visit Veritas Wealth Management to learn more about Chad Hufford’s financial planning services.
• Follow Veritas Wealth Management on Instagram: @Veritas.Alaska