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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 risks of joint accounts, and the necessity of having a trusted contact person.
Whether you're just beginning to think about your own estate planning or looking to understand the what it means to act as an executor, this episode is packed with practical advice and some cautionary tales
For David's book, other resources and more visit www.davidedey.com
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 preparation can save your loved ones from financial and emotional turmoil, and learn practical steps to create a foolproof estate plan.
For David's book, other resources and more visit www.davidedey.com
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 knowledge to navigate estate planning with confidence and ease.
For David's book, other resources and more visit www.davidedey.com
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 while raising her two young daughters.
Through this honest conversation, Jeanette reveals how vulnerability opened doors to new joys and relationships despite profound loss.
Join us as we explore Jeanette's journey of personal growth, her approach to widow parenting, and the inspiring resilience of her family in transforming grief into strength.
For David's book, other resources and more visit www.davidedey.com
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, other resources and more visit www.davidedey.com
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 of Me that embody her story of resilience, self-discovery, and hope.
Whether you're navigating your struggles or seeking inspiration, Andrea's heartfelt reflections promise to resonate deeply.
For David's book, other resources and more visit www.davidedey.com
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 of covert narcissists in families and how they can mess up things.
For David's book, other resources and more visit www.davidedey.com
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 future self.
You won't want to miss it鈥攊t's the most entertaining way to avoid family feuds from beyond the grave! 馃槃馃摐馃懙馃摬
For David's book, other resources and more visit www.davidedey.com
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 how she found happiness again and wrote a book about it, "Available As Is."
Get ready for some real talk about dating disasters, healing, and maybe a few tips on dodging bad dates. You won't want to miss it!
For David's book, other resources and more visit www.davidedey.com
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 could affect these expectations.
Plus, find out how young people's attitudes towards saving and investing are impacted by inheritance expectations.
Tune in for great tips on family financial planning and avoiding conflicts over inheritances!
For David's book, other resources and more visit www.davidedey.com
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