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Dec 13, 2022

My guest Joseph Curry believes true wealth is a combination of achieving financial freedom, spending time doing the things you love with the people you love, and having the ability to create opportunities for those that matter most. We both agree that starts with having family conversations.

For David's book, other...


Dec 1, 2022

This is part 2 of my conversation with Jeff Condon a nationally recognized estate planning expert.

 

Author of the bestseller Beyond the Grave. The right way and wrong way to leave money to your children.

 

In part 1 we talked about why families end up fighting about money, and how naïve parents can be to believe their...


Nov 8, 2022

No matter what your educational background, job history, employment status, economic level, ethnicity, or location, the problems, and conflicts that arise when money is involved or inheritance is divided are universal.

This was true 1,000 years ago, it is true now and it will be the case 1,000 years from now....


Nov 1, 2022

As an executor, there are so many responsibilities to getting the estate settled.

 

Just clearing out a home is a daunting task on its own.

 

My guest expert today Heather Dawson from MaxSold is going to share today the right and wrong way to empty a house.

 

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Oct 18, 2022

How does a young widow restore her inner peace after a loss? David has a conversation with Author Allison Pilling ( R.I.P - Restoring Inner Peace A Young Widow's Story of Being Transformed by L.O.V.E.) about how she learned to overcome her greatest fear of being abandoned to create her empowered life. For David's book,...