Demystifying Estate Planning with Andreea Vladescu
Real Connections: CAWEE Voices
Release Date: 04/14/2025
Demystifying Estate Planning with Andreea Vladescu
Real Connections: CAWEE Voices
Episode Summary Estate planning is something we all know we should do, yet many of us put it off. In this episode, host sits down with guest CPA, a seasoned Chartered Professional Accountant (CPA), to break down estate planning into simple, actionable steps. With over 25 years of experience in accounting, tax planning, and financial management, Andreea shares practical advice on how to protect your wealth, minimize taxes, and ensure a smooth transition of assets to your loved ones. Timestamps 00:23 - Andreea’s background – 25+ years in accounting, tax planning, and financial...
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Capturing Confidence - The Power of Portrait Photography with Desiree Neville
Real Connections: CAWEE Voices
Episode Summary In this episode of the CAWEE Podcast, host sits down with , an acclaimed portrait photographer, to explore the transformative power of professional photography. Desiree shares her journey into photography, her passion for capturing women’s confidence, and how a well-crafted portrait can elevate personal branding and business presence. She also dives into practical tips for preparing for a photo shoot, the art of posing for confidence, and why investing in high-quality images can make a lasting impact on your business. Whether you're looking to refresh your brand with...
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Real Connections: CAWEE Voices
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Real Connections: CAWEE Voices
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Real Connections: CAWEE Voices
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Real Connections: CAWEE Voices
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The Power of the Mind-Body Connection with Kathryn "RaRa" Asaro Mayers
Real Connections: CAWEE Voices
Episode Summary: In this inspiring episode, hosts , a dynamic wellness and business strategist, who shares her insights on the transformative power of the mind-body connection for entrepreneurs. RaRa emphasizes the importance of aligning personal well-being with business success and provides practical techniques for achieving clarity, focus, and sustainable growth. Through her “Bridge” system, RaRa helps her clients overcome emotional and strategic barriers, creating lasting results. Timestamps: 00:00 - Introduction and RaRa’s background 02:00 - The impact of the mind-body connection on...
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Is there such a thing as a sensible divorce? Financial Insights from Terri McDougall.
Real Connections: CAWEE Voices
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Real Connections: CAWEE Voices
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EP 12: Boost Your Workflow Efficiency with Deanne Kelleher
Real Connections: CAWEE Voices
Episode Summary: In this episode, host interviews , founder of Kaos Group, about improving workflow efficiency. Deanne shares practical strategies to organize email management, streamline tasks, and create sustainable systems that enhance productivity. Learn how to tailor your processes to fit your unique style and maintain efficiency in both personal and professional settings. Timestamps: 00:00 - Introduction and Deanne's background 02:00 - Common workflow challenges and solutions 05:00 - Strategies for efficient email management 08:00 - How to make new systems stick 10:00 - Choosing...
info_outlineEpisode Summary
Estate planning is something we all know we should do, yet many of us put it off. In this episode, host Janine Harris sits down with guest Andreea Vladescu CPA, a seasoned Chartered Professional Accountant (CPA), to break down estate planning into simple, actionable steps. With over 25 years of experience in accounting, tax planning, and financial management, Andreea shares practical advice on how to protect your wealth, minimize taxes, and ensure a smooth transition of assets to your loved ones.
Timestamps
00:23 - Andreea’s background – 25+ years in accounting, tax planning, and financial reporting.
02:05 - Common estate planning challenges – probate, tax confusion, and family conflicts.
04:06 - The importance of having a will – and what happens if you don’t.
06:10 - How to minimize probate fees – wills, trusts, and beneficiary designations.
10:08 - Business owners & estate planning – why planning ahead is crucial.
Key Takeaways
✅ Why estate planning is crucial – it's not just for the wealthy or elderly
✅ Common mistakes people make, including waiting too long to plan
✅ Probate explained – what it is and how to minimize its impact
✅ Practical tax-saving strategies to help you prepare for the future
✅ The importance of a will and how to structure it for your unique situation
✅ Life insurance as a key estate planning tool
Andreea also shares real-life scenarios where estate planning (or lack thereof) had a major impact on families and small business owners.
Rapid Fire Round
🔥 One thing people get wrong about estate planning? Thinking it’s only for the wealthy.
🔥 Who would Andreea have dinner with? Queen Elizabeth II.
🔥 Go-to comfort food? Chocolate.
🔥 Life advice? Don’t wait for the perfect moment - create it and live it!
Listen now and take step toward securing your financial future!
📌 Connect with Andreea Vladescu
🔗 LinkedIn: https://www.linkedin.com/in/andreeavladescu/
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Credits
Hosted by Janine Harris. Special thanks to Andreea Vladescu for sharing her talent with us.