Jun 26, 2024

In this episode David talks about "Die With Zero" by Bill Perkins.

The book explores an unconventional approach to wealth management and legacy planning that challenges the traditional beliefs about saving for retirement.

So sit back, reflect on your relationship with money, and consider how to make each moment...

Jun 19, 2024

David has a conversation with family farm transition expert Elaine Froese about the intricacies of farm family dynamics and the crucial aspects of succession planning within agricultural businesses.

Elaine shares her expertise on facilitating tough conversations between family members, specifically founders and the next...

Jun 12, 2024

Are you ready to secure your family's future and protect your legacy?

In this episode, David tackles some frequently asked listeners questions about wills, estate planning, and the impact on your loved ones.

From heartbreaking stories to empowering examples, David talks about the importance of making a will, the...

Jun 5, 2024

David's guest is Dr. Riley Moynes who shares invaluable insights into the psychological challenges of retirement and the "4 phases of retirement" that can help retirees navigate this significant life transition.

The discussion also touches on the importance of legacy and estate planning related to the phases of...