The Surprising Power of Legacy Planning for Entrepreneurs!
Release Date: 03/12/2025
The Executor Help Podcast
In this “Best of” edition The Executor Help Podcast , we’re diving headfirst into those tricky, emotional waters: sibling rivalry, family feuds, and inheritance showdowns. David has conversations with estate planning expert Jeffrey Condon and veteran mediator Charles Ticker—two guys who have seen more family drama over cottages and cold hard cash than a season of reality TV. Get ready to hear jaw-dropping real-life stories, unpack some expert advice with a dash of humor, and maybe, just maybe, pick up a tip to keep your own family from turning what should be an...
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This is a best of Executor Help Podcast Episode and here's why it is worth another listen. David revisits his conversation with Dr. Riley Moynes, author, speaker, and creator of the groundbreaking "The 4 Phases of Retirement." If you missed it the first time around—or even if you’ve already listened—this episode is absolutely worth another spin. Why hit replay? Riley goes deep into the often-overlooked psychological journey of retirement, moving far beyond the financial aspects most people focus on. He explores what really happens when the...
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Imagine having a superpower that makes you the coolest person in your grandchild's life. That's what being a grandparent's all about, in this Best of Executor Help Podcast David has a conversation with Shirley Hershey Showalter co-authored of the book, The Mindful Grandparent, The Art of Loving Our Children's Children. Tune in to learn more about the profound impact grandparents can have and discover practical advice for nurturing these invaluable relationships. For David's book, other resources and more visit
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In this Best of Episode of The Executor Help Podcast, David explores the thought-provoking book "Die With Zero" by Bill Perkins. David discusses how the book challenges traditional views on saving and legacy, urging listeners to focus on living fully and using wealth to create meaningful experiences, nurture relationships, and make a positive impact during their lifetime. Reflecting on a personal story, David encourages listeners to consider how their financial decisions align with their values and long-term goals. Tune in for insights on balancing financial security with...
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Most people avoid talking about death—but what if facing it head-on is the greatest gift you can give your family? In this episode, David chats with Julie Saeger Nierenberg about her book "Journey’s End," the power of end-of-life planning, and the importance of having the hard conversations now. If you want to learn what it takes to create a sense of comfort and support at life’s most difficult moment, don’t miss this discussion—full of wisdom, honesty, and practical ideas. For David's book, other resources and more visit
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In this episode, David is joined once again by —social worker, blended family expert, and author of "The Beginner’s Guide to Purposeful Prenups" After discussing the complexities of blended family estate planning in their last conversation, David and Emily have a conversation on another tricky topic: prenuptial agreements. Emily breaks down the true purpose of prenups, moving beyond the typical perception that they’re all about money or distrust. They explore how starting honest, sometimes uncomfortable conversations about values, money, and future plans can not...
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In this episode David Edey has a conversation with Emily Bouchard, an expert on family dynamics in estate planning. She is co-author of Estate Planning for the Blended Family. They discuss the complexities of estate planning for blended families—covering everything from updating beneficiaries to navigating difficult family conversations and making sure all loved ones are considered and protected. Emily shares real-life examples, common pitfalls, and actionable advice on managing everything from power of attorney and medical decisions to fostering open, honest communication...
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If tomorrow was your last day, what would matter most? Join David and guest Peter Christman on This Best Of: Executor Help Podcast for a heartfelt episode exploring business exits, personal epiphanies, and the importance of living—and leaving—a life of value. Peter opens up about his own mortality, the power of honest conversations, and the poem that shaped his outlook forever. This is one conversation you—and your legacy—can’t afford to miss. For David's book, other resources and more visit
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Grief isn’t just about death—it’s woven into the fabric of everyday life, and we often wear masks to hide it. On this episode, join David and grief expert author of It's Grief for an open, compassionate conversation about navigating loss, honoring your feelings, and finding small ways to move forward. Edy brings empathy and hope to a subject we often avoid. You’ll hear personal stories, practical advice, and why sharing your feelings—even just with yourself—matters more than you think. For David's book, other resources and more visit
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If you’ve ever wondered how to navigate the darkest moments of life, this episode is for you. Join David as he has a conversation with Rachel Schneider author of Rach recounts her experience of losing her husband to ALS, raising young sons as a single mother, and discovering ways to celebrate life amid heartache. It’s a conversation full of honesty, hope, and practical advice for anyone supporting a loved one through illness or loss. For David's book, other resources and more visit
info_outlineIn this episode David learns about the essence of legacy, business planning, and leadership.
His guest is Steve Ramona, a passionate entrepreneur who learned from his father the profound impact of serving others.
They explore the significance of having a solid plan for business growth, the importance of mentorship, and fostering a team-centered culture.
Discover why treating your employees well can significantly impact your legacy and learn how to communicate effectively to ensure your company thrives after your departure.
Tune in for insights that can redefine your approach to business and life.
For David's book, other resources and more visit www.davidedey.com