Overcome Difficult Conversations with Your Family - Learn About the Power of Writing a Love Letter | Ep. 282

Nov 28, 202316 min

Are you wondering how to talk to your family about important matters such as finances, values, and expectations? If so, this episode is for you! Jennifer Lee and Tiffany Grant discuss the powerful concept of writing a "family love letter" as an effective way to bring your family closer and share your wishes with them. Learn about Jennifer's touching story about her father's final conversation after being diagnosed with a brain tumor. Plus, find out how to get started on writing a family love letter easily with Jennifer's step-by-step “mad libs” style guide. Don't miss out! About Our Guest Jennifer Lee is the founder of Modern-Wealth; a Sarasota-based financial firm with a focus on helping individuals experiencing transition. Originally from Maryland, Jennifer brought her over 27 years (44 years if you count going into the office with her father as a child) of expertise in the financial services industry to Florida. Jennifer has found that a relationship with an advisor is most critical at the intersections in life where emotions collide with financial events. She enjoys facilitating her clients through challenges as they experience life’s upsets such as divorce, the loss of a spouse, or business to retirement transition. Whether you are experiencing divorce, a business client expanding or selling your operation, or a couple wanting to make sure they have provided for their family, Modern-Wealth may be a good fit. Jennifer provides a fresh perspective to the financial planning process by digging deep to understand what drives her clients. At Modern-Wealth, they build long-lasting relationships. As part of their process, they encourage clients to communicate their values to the most important people in their lives by writing a family love letter. This led her to write “Squeeze the Juice: Live With Purpose-Then Leave a Legacy.” Connect with Jennifer Facebook: Modern Wealth Invest Instagram: @modernwealthloveletter Book Website: squeezethejuicebook.com Main Website: modernwealth.com Connect with Tiffany Website: moneytalkwitht.com Facebook: Money Talk With Tiff Twitter: @moneytalkwitht (https://twitter.com/moneytalkwitht) Instagram: @moneytalkwitht LinkedIn: Tiffany Grant Additional Links & Resources Purchase Jennifer Lee's Squeeze The Juice Book How Generational Wealth Can Really Impact Your Family's Future Success Entreprenuership and Generational Wealth with Russell Fugett Building Generational Wealth Through Investing with Calvin Williams, Jr. This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

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What Documents Do I Need For Estate Planning? | Ep 212

Mar 14, 202316 min

Estate planning is an important process, but it can be confusing. What documents do you need? What's the difference between a will and a trust? Listen to this episode to learn more about estate planning and find out which documents you need to get started. Every Tuesday, Tiffany answers one of your submitted questions. To submit a question for an upcoming episode, visit here: https://www.moneytalkwitht.com/asktiffany Connect with Tiffany on Social Media Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant Key Takeaways Estate planning documents to consider include a last will and testament, a durable power of attorney, an advanced medical directive, and a healthcare power of attorney. Trusts are helpful in managing financial assets or providing for dependents with disabilities. Beneficiaries should be set up on retirement plans and life insurance policies; these should also be reviewed periodically as circumstances change over time. TODs (transfer on death) should be established on bank accounts to keep money out of probate in the event of the owner's death. Funeral plans should include any specific wishes to avoid confusion when that time comes. This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

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Estate Planning with David Edey | Ep. 83

Jan 6, 202235 min

Tiffany invites CEA (Certified Executor Advisor), David Edey on the podcast to talk all things estate planning. David discusses his book, Executor Help, and how his own personal experience inspired him to start helping others with the often stressful process of estate planning and settling. About Our Guest David Edey is a Certified Executor Advisor (CEA) who has worked in the financial planning industry in Montreal for more than 35 years. He has advised hundreds of clients, written over 200 articles about personal finance, and shared his expertise on radio and television myriad times. David is not just an expert; he is someone who knows this topic inside and out from personal experience, having spent seven years and $50,000 in lawyer fees to come to an agreement with siblings over his parents’ estate. And that was with a written will! The grief, frustration, and stress of that experience was life-altering for him. David was determined to write his book, Executor Help, in order to help others successfully navigate the difficult tasks of estate planning and executorship—so that other families could stay together, rather than fall apart. Connect with David Website: https://www.davidedey.com Twitter: @DavidEEdey Facebook: https://www.facebook.com/prepareyourexecutorprotectyourfamily Connect with Tiffany on Social Media Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

David EdeyExecutor Helpestate planning

End-of-life Planning

Overcome Difficult Conversations with Your Family - Learn About the Power of Writing a Love Letter | Ep. 282

What Documents Do I Need For Estate Planning? | Ep 212

Estate Planning with David Edey | Ep. 83

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