Apr 17, 2024

Join David and guest Wayne Zell author of Your Multimillion Dollar Exit.

Tune in as they explore the critical nuances of estate and succession planning for businesses.

Drawing from Wayne Zell's wealth of experience in business succession planning, this episode provides real-life examples that underscore...

Apr 10, 2024

Estate planning is fun! Said No One. Ever !

David has a conversation with Rich Lippman author of Bucket List.

Tune in as  Rich introduces the concept of "Missions of Meaning" in estate planning, where a portion of inheritance is dedicated to funding missions that create positive impact and lasting memories.

From...

Apr 3, 2024

David is joined by the inspiring Katharine Giovanni, best-selling author of "The Ultimate Path to Unlocking Your Power."

Together, they explore the transformative power of forgiveness, as Katharine introduces her concept of the Forgiveness Matrix.

Through personal stories and insights, they delve into the...

Mar 27, 2024

In this episode David continues his conversation with Certified Executor Advisor and estate planning expert Bruce Young.

They delve deeper into the importance of ongoing conversations about estate planning within families.

Bruce emphasizes the need for regular reviews of estate plans, especially when life...

Mar 20, 2024

Struggling with how to approach the challenging topic of estate planning with your family?

In this episode of David has a conversation with Certified Executor Advisor and estate planning expert Bruce Young.

Bruce shares invaluable insights on the importance of candid conversations and family harmony in creating...