In this episode, Heidi tackles the tough issues surrounding farm and business succession, focusing on a real-life situation from Mike in Eastern South Dakota. At 60, Mike still feels controlled by his 85-year old father despite carrying the farm's financial and operational load. Heidi offers practical advice for others stuck in similar situations, on ownership versus management, acknowledging contributions, why parents resist letting go, and more.

For guides, checklists, and planning tools to help you navigate life's financial decisions with clarity and confidence, visit:

https://pathfinderlegacy.com/resources/

In this episode, Heidi explores the critical components of a farm and business succession team, and the importance of vetting each person to make sure their priorities align. Learn about the key roles such as attorneys, accountants, lenders, trust officers, and life insurance agents, and understand the red flags to watch for when selecting your advisors.

For guides, checklists, and planning tools to help you navigate life's financial decisions with clarity and confidence, visit:

https://pathfinderlegacy.com/resources/

In today's special episode, Heidi Olson sits down with her daughter, Marv and Ole, who are 5th-generation kids raised on the family farm. They share their unique experiences growing up in a rural community, the valuable skills they've learned, and what it means to be part of a legacy that spans over a hundred years. From showing livestock in 4-H to managing responsibilities on the farm, this episode offers insight into the challenges and rewards of farm life.

For guides, checklists, and planning tools to help you navigate life's financial decisions with clarity and confidence, visit:

https://pathfinderlegacy.com/resources/

In this episode, Heidi is joined by her husband, Kirk Olson, where they share some stories from their journey along the way. They explore the primary reasons why many farm founders are hesitant, or altogether avoid making plans for succession, and why understanding these top concerns can help in addressing them effectively, ensuring a smoother transition, that alleviates stress and worry for both generations.

For guides, checklists, and planning tools to help you navigate life's financial decisions with clarity and confidence, visit:

https://pathfinderlegacy.com/resources/

In this episode, Heidi shares some personal experiences growing up on a family ranch, her extensive career in a trust department, and invaluable lessons on succession planning. From stories of miscommunication and family disputes, to moments of reconciliation and understanding, Heidi emphasizes the critical role of clear communication and shared vision in successfully passing on a family farm or business.

For guides, checklists, and planning tools to help you navigate life's financial decisions with clarity and confidence, visit:

https://pathfinderlegacy.com/resources/

Welcome to the inaugural episode of Pathfinder Legacy, hosted by Heidi Olson, a seasoned expert in legacy planning and estate management. In this first episode, Heidi introduces herself and shares some stories from her 30 years of experience, both personal and professional, and emphasizes the importance of proactive planning to avoid family conflicts and secure the future of your farm and business.

For guides, checklists, and planning tools to help you navigate life's financial decisions with clarity and confidence, visit:

https://pathfinderlegacy.com/resources/