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Unveiling the Secrets of Multi-Generational Wealth

The Executor Help Podcast

Release Date: 05/08/2024

Simplifying Estate Planning show art Simplifying Estate Planning

The Executor Help Podcast

In this episode David talks with Peter Morrison, a financial planner from   Peter shares his story and explains his job helping people who are executors—those in charge of handling someone's estate when they pass away.   He talks about the importance of being prepared, organizing important documents, and having clear conversations about who will take on this important job.   Tune in to learn about the challenges executors face.   This episode is perfect for anyone wanting to learn more about making a will and ensuring their loved ones are taken care of.   For...

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Executor Horror Stories show art Executor Horror Stories

The Executor Help Podcast

As part of the Make a Will Month series David has a conversation with Jill Chambers, the founder of    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...

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Make A Will Month: Taking the First Steps Toward Peace of Mind show art Make A Will Month: Taking the First Steps Toward Peace of Mind

The Executor Help Podcast

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 , 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

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Wills Thrills Legal Spills show art Wills Thrills Legal Spills

The Executor Help Podcast

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

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Love, Loss, and Legacy: A Path to Rebuilding Life! show art Love, Loss, and Legacy: A Path to Rebuilding Life!

The Executor Help Podcast

In this episode, David's is joined by 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...

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Unlocking the Secrets to Healing: How Celebrating Life Transforms Grief! show art Unlocking the Secrets to Healing: How Celebrating Life Transforms Grief!

The Executor Help Podcast

In this episode David has a conversation with  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

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From Heartache to Healing: One Woman's Journey show art From Heartache to Healing: One Woman's Journey

The Executor Help Podcast

In this episode David welcomes 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...

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The Hidden Crisis: Why 152 Million Americans and 15 Million Canadians Don't Have a Will show art The Hidden Crisis: Why 152 Million Americans and 15 Million Canadians Don't Have a Will

The Executor Help Podcast

In this episode David Edey has a conversation with 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 

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The Power of Legacy Moments: How to Preserve Your Story for Future Generations show art The Power of Legacy Moments: How to Preserve Your Story for Future Generations

The Executor Help Podcast

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   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—it’s the most entertaining way to avoid family feuds from beyond the grave! 😄📜👵📲   For David's book, other resources and more visit

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From Widowhood to Finding Love and Laughter Once Again show art From Widowhood to Finding Love and Laughter Once Again

The Executor Help Podcast

On this episode David has a conversation with , 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...

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More Episodes

David has a conversation with Tsitsi Mutendi, a family business expert and author of Raising The Baobab. Tsitsi shares her family's incredible entrepreneurship and generational wealth-building journey in Zimbabwe.

 

Learn about her family's challenges and the crucial lessons learned about passing down businesses across generations.

 

If you're curious about the importance of family communication, multi-generational wealth transfer, and the intricacies of family governance, you won't miss this insightful conversation!

 

For David's book, other resources, and more visit www.davidedey.com