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Navigating Estate Planning: Strategies for Life's Major Events
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In "Navigating Estate Planning: Strategies for Life's Major Events," join Mary Beth Storjohann, Stephanie McCullough, Joe Saul-Sehy, and Josh Bannerman as they guide us through the essentials of updating and managing your estate plan in response to life's significant milestones. This episode explores how marriage, the birth of a child, or a divorce necessitates a careful reassessment of your estate strategy to protect and properly distribute your assets according to your evolving needs and wishes.
Our panelists will provide key insights into making your estate plan flexible enough to accommodate life's unpredictable changes, ensuring your financial legacy is secured and reflects your current intentions.
Navigating Financial Transitions: Life's Major Milestones
Segment Videos:
🕒 Timestamps 🕒
00:00 - Impact of Life Changes on Estate Planning
01:06 - Addressing Client Reluctance to Discuss End-of-Life Issues
01:14 - Navigating Family Conversations on Guardianship Decisions
01:37 - Adjusting Estate Plans Based on Family Circumstances
01:57 - Shifts in Guardianship Choices Over Time
02:30 - Balancing Financial and Emotional Considerations in Estate Planning
03:00 - Building a Flexible Estate Plan that Evolves with Life Changes
03:58 - Emphasizing Flexibility in Estate Planning for Life Transitions
04:02 - The Risks of Ignoring Estate Planning
04:15 - Integrating Estate Planning into Financial Planning
04:40 - Importance of Having Consolidated Estate Information
05:05 - Benefits of Estate Planning for Relieving Burden on Loved Ones
05:53 - Selecting Executors and Trustees, and Creating a Legacy Document
06:15 - Documenting Personal Intentions Beyond Legal Requirements
07:16 - The Emotional and Practical Benefits of Legacy Letters
08:00 - Final Thoughts on Choosing a Singular Executor to Avoid Conflicts
08:43 - Summary and Closing Remarks on the Need for Flexibility and Adaptation
09:00 - Preparing for Health, Retirement, and Other Financial Needs
🌟 Meet Our Esteemed Guest Panelists 🌟
Mary Beth Storjohann, CFP® is the Co-CEO of Abacus Wealth Partners, author, speaker, and podcast host with 18 years of financial industry experience. Recognized for her advocacy in women's empowerment, diversity, equity & inclusion, she's committed to aligning money with values and making financial advice accessible to all.
Stephanie McCullough, founder of Sofia Financial, leverages her 14 years as a financial advisor to empower women in making informed financial decisions and alleviating money stress. Stephanie advocates for women's financial literacy; and in her free time, she enjoys cooking, sailing, travel, and reading mystery novels.
Joe Saul-Sehy is a financial media expert and the creator of Stacking Benjamins, a top-rated personal finance podcast hailed by Kiplinger as the “best personal finance podcast.” As a speaker and educator, Joe empowers audiences to overcome financial worries, grow their wealth, and become confident leaders in their financial lives.
Josh Bannerman, CFP® is the Founder and Managing Partner of Bannerman Wealth, offering nearly 25 years of expertise in financial planning and entrepreneurship. He co-founded the Stacking Benjamins podcast, sharing his knowledge while prioritizing family and enjoying hobbies like golfing and flying.
#InspiredMoney #JoeSaulSehy #MaryBethStorjohann #OG #StephanieMcCullough #EstatePlanning #LifeEvents #FinancialPlanning #WealthManagement #LegacyPlanning #AssetProtection #FinancialAdvice #TrustsAndEstates #EstatePlanUpdate #InheritancePlanning #EndOfLifePlanning #FinancialSecurity #ProtectingAssets #EstateManagement #PersonalFinance #InspiredMoneyLive #Eaglesvision
🎥🌍📢 Co-Creating Podcasting Experiences!
Creative Collaborative Media Design
Episode Credits:
Transmedia Producer: Bradley Jon Eaglefeather
Live Stream Editor: Bradley Jon Eaglefeather
Show & Segment Scripting / Edits: Bradley Jon Eaglefeather & Andy W
Animation and Design: Chad Lawrence
Web Work & Social Media: Bradley Jon Eaglefeather
🌐📱 LET'S CONNECT!
🔖🌟 Remember to like, subscribe, and share the episode with your friends and family. Let's spread the inspiration and positive impact together! 🤝✨
Our panelists will provide key insights into making your estate plan flexible enough to accommodate life's unpredictable changes, ensuring your financial legacy is secured and reflects your current intentions.
Navigating Financial Transitions: Life's Major Milestones
Segment Videos:
🕒 Timestamps 🕒
00:00 - Impact of Life Changes on Estate Planning
01:06 - Addressing Client Reluctance to Discuss End-of-Life Issues
01:14 - Navigating Family Conversations on Guardianship Decisions
01:37 - Adjusting Estate Plans Based on Family Circumstances
01:57 - Shifts in Guardianship Choices Over Time
02:30 - Balancing Financial and Emotional Considerations in Estate Planning
03:00 - Building a Flexible Estate Plan that Evolves with Life Changes
03:58 - Emphasizing Flexibility in Estate Planning for Life Transitions
04:02 - The Risks of Ignoring Estate Planning
04:15 - Integrating Estate Planning into Financial Planning
04:40 - Importance of Having Consolidated Estate Information
05:05 - Benefits of Estate Planning for Relieving Burden on Loved Ones
05:53 - Selecting Executors and Trustees, and Creating a Legacy Document
06:15 - Documenting Personal Intentions Beyond Legal Requirements
07:16 - The Emotional and Practical Benefits of Legacy Letters
08:00 - Final Thoughts on Choosing a Singular Executor to Avoid Conflicts
08:43 - Summary and Closing Remarks on the Need for Flexibility and Adaptation
09:00 - Preparing for Health, Retirement, and Other Financial Needs
🌟 Meet Our Esteemed Guest Panelists 🌟
Mary Beth Storjohann, CFP® is the Co-CEO of Abacus Wealth Partners, author, speaker, and podcast host with 18 years of financial industry experience. Recognized for her advocacy in women's empowerment, diversity, equity & inclusion, she's committed to aligning money with values and making financial advice accessible to all.
Stephanie McCullough, founder of Sofia Financial, leverages her 14 years as a financial advisor to empower women in making informed financial decisions and alleviating money stress. Stephanie advocates for women's financial literacy; and in her free time, she enjoys cooking, sailing, travel, and reading mystery novels.
Joe Saul-Sehy is a financial media expert and the creator of Stacking Benjamins, a top-rated personal finance podcast hailed by Kiplinger as the “best personal finance podcast.” As a speaker and educator, Joe empowers audiences to overcome financial worries, grow their wealth, and become confident leaders in their financial lives.
Josh Bannerman, CFP® is the Founder and Managing Partner of Bannerman Wealth, offering nearly 25 years of expertise in financial planning and entrepreneurship. He co-founded the Stacking Benjamins podcast, sharing his knowledge while prioritizing family and enjoying hobbies like golfing and flying.
#InspiredMoney #JoeSaulSehy #MaryBethStorjohann #OG #StephanieMcCullough #EstatePlanning #LifeEvents #FinancialPlanning #WealthManagement #LegacyPlanning #AssetProtection #FinancialAdvice #TrustsAndEstates #EstatePlanUpdate #InheritancePlanning #EndOfLifePlanning #FinancialSecurity #ProtectingAssets #EstateManagement #PersonalFinance #InspiredMoneyLive #Eaglesvision
🎥🌍📢 Co-Creating Podcasting Experiences!
Creative Collaborative Media Design
Episode Credits:
Transmedia Producer: Bradley Jon Eaglefeather
Live Stream Editor: Bradley Jon Eaglefeather
Show & Segment Scripting / Edits: Bradley Jon Eaglefeather & Andy W
Animation and Design: Chad Lawrence
Web Work & Social Media: Bradley Jon Eaglefeather
🌐📱 LET'S CONNECT!
🔖🌟 Remember to like, subscribe, and share the episode with your friends and family. Let's spread the inspiration and positive impact together! 🤝✨
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