Shows
Death and Dying in the Digital AgeThe Brutal Costs When Families Fail to Plan | David Edey
What happens when your “final gift” to your family is actually a legal and emotional mess? This episode explores the hidden weight of being an executor and how you can make that role kinder, clearer, and less chaotic for the people you leave behind.
Host Niki Weiss, digital legacy planner and creator of My Final Playbook, is joined by David Edey, Certified Executor Advisor and author of Executor Help, who brings 40+ years in finance—and a deeply personal family story of a 7-year estate battle—to this essential conversation. Together, they break down what executors really f...
2025-11-2500 min
The Executor Help PodcastUnlocking Wealth and Happiness with Die with ZeroIn 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 ful...
2025-06-2504 min
Wealth WitchesLegacy, Logins, & Loved Ones: The Overlooked Essentials of Modern Estate Planning with David EdeyIn this honest and eye-opening episode of the Wealth Witches Podcast, Katelyn is joined by Certified Executor Advisor and bestselling author David Edey for a candid conversation about death, inheritance, and the legacy you leave behind.David shares his personal story of spending 7 years, $50,000, and 10 court appearances settling his parents’ estate, even though they had a will. Now he’s on a mission to help families avoid the emotional and financial disasters that can happen when estate planning is delayed or ignored.Together, they cover everything from executor horror stories and sibling fallout to digital asse...
2025-06-1636 min
The Executor Help PodcastStrengthening Relationships Through Prenups and Honest Money TalksIn this episode, David is joined once again by Emily Bouchard—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 only stren...
2025-06-1118 min
The Executor Help PodcastLove, Legacy, and Legalities: Purposeful Planning for Blended FamiliesIn 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 within blended families. Whether you'r...
2025-06-0428 min
Black to Business251: How to Prepare Your Business for Succession & Who Takes Over After You w/ David EdeyIf you're building something powerful with your business, you've probably thought about who it's all for. But have you really planned for what happens to that business when you're no longer in the driver's seat? Whether you're just getting started or years in, thinking about the future can feel overwhelming, especially when it involves tough conversations about money, death, or legacy. But not having a plan is a risk too many Black entrepreneurs are taking, and it's costing us the very generational wealth we're working so hard to build. In this episode, we're joined by...
2025-05-0859 min
Let's Talk LegacyLove & Order, with David EdeyCertified Executor Advisor and author David Edey addresses the personal experience that led him to helping others, the 3 types of families, managing your digital estate assets, the worst job you can ask of someone you love, and why legacy isn't what you leave people, but how you leave them.
2025-04-0227 min
The Executor Help PodcastThe Surprising Power of Legacy Planning for Entrepreneurs!In 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...
2025-03-1222 min
The Executor Help PodcastHow to Laugh Your Way Through Death and TaxesIn this episode of The Executor Help Podcast, David has a conversation with Barb Amsden, the author of How to Laugh at Death and Taxes. Barb shares her journey from becoming an executor for her godparents to writing a book filled with humor and practical tips for handling wills and estates. They explore the unexpected challenges, the therapeutic power of laughter, and the importance of family conversations about death and taxes. Whether you're preparing to be an executor or just looking to ease the tension in these dif...
2025-03-0531 min
The Executor Help PodcastIs Joy the Answer to the World's Negativity? Steven Petrow Weighs In!In this episode David welcomes back award-winning journalist and author, Steven Petrow, to discuss his latest book, "The Joy You Make." Building on their previous conversation about aging and loss, David and Steven explore the concept of joy and its vital role in our lives, particularly during these challenging times. They discuss the differences between happiness and joy, the transformative power of gratitude, and the importance of self-reflection. Whether you're seeking to find joy in everyday moments or learn how to navigate through life's difficulties, this episode off...
2025-02-1939 min
The Executor Help PodcastThe Child-Free Approach to Legacy and WealthIn this episode David has a conversation relating to the unique challenges faced by individuals without children and the issue of estate planning with expert Bri Conn of ChildFreeWealth. Whether you're single or in a child-free partnership, listen in to discover actionable insights on making meaningful legacy decisions that will reflect your values. For David's book, other resources and more visit www.davidedey.com
2025-02-1223 min
The Executor Help PodcastPreserving Family Legacies with Life's QRGrief affects us all differently, but what if there was a way to celebrate and remember our loved ones' lives beyond a newspaper obituary? In this episode David has a conversation with Jennifer Blakely from LifesQR. Jennifer shares the story behind Life's QR, an innovative platform that helps families create digital legacies for their loved ones. Hear how her grandmother's memory inspired a movement, and learn how you can keep your family history alive with Life's QR." For David's book, other resources and more...
2025-02-0528 min
The Executor Help PodcastUnlocking the Secrets of Selling Dead People's Things!In this episode David welcomes a fascinating guest, Duane Scott Cerny, a master of estate sales, collector, and author of "Selling Dead People's Things." Cerny dives into his 35 years of experience in the vintage business, sharing how he turned a passion for collecting into a thriving career. Duane talks about some of the most interesting and peculiar items he's come across, including a collection of taxidermy sideshow animals that kickstarted his business and connected him with the movie industry. He also discusses the growing appeal of vintage ite...
2025-01-2929 min
What's Your Legacy?David Edey: Legacy of an Executor AdvisorYvette has a vibrant and informative conversation with David Edey who shares Yvette's passion for protecting people's legacy. David is a Certified Executor Advisor (CEA) who has worked in the financial planning industry in Montreal, Canada for more than 35 years, specializing in estate and legacy planning. He is the author of Executor Help, How to Settle an Estate, Pick an Executor and Avoid Family Fights and host of the Executor Help Podcast: Stories of Life, Death and Legacy.
2025-01-2333 min
The Executor Help PodcastWhy You're Making Downsizing Harder Than It Needs to BeDavid explores the world of downsizing and estate management with expert Barry Gordon, CEO of Gordon's Downsizing and Estate Services. Barry shares tips for making the tough decision to downsize and offers guidance for executors handling estates. From the emotional challenges of leaving a cherished home to the practicalities of managing property and belongings, Barry's expertise provides a clear path forward. Whether you're contemplating a move or overseeing an estate, this episode will help you to make informed decisions with confidence. For David's book...
2025-01-2243 min
The Executor Help PodcastHow to Avoid Family Drama During Illness and Loss! David has a conversation Tracy Heath, an author Before Goodbye. Tracy shares her journey of turning personal grief into a guide for others. It is written to assist families in preparing for terminal illnesses and avoiding future regrets. They explore grief management, and navigating family complexities during illness. Tune in as Tracy offers practical tools and heartfelt advice for creating meaningful memories with loved ones and preparing for life's unexpected challenges. For David's book, other resources and more visit www.davidedey.com
2025-01-1533 min
The Executor Help PodcastHow Skateboarding Unlocked the Secrets to Life and DeathDavid welcomes Michael Brooke, a lifelong skateboarder and author, who shares his journey from the world of skateboarding to becoming a funeral director's assistant. At 60, Michael finds himself exploring the unexpected parallels between the energy of skateboarding and the deep realities of life and death. Through his experiences in the skate industry and witnessing over 750 funerals, Michael offers unique insights into grief, the essence of the real bucket list, the therapeutic role of skateboarding, and the vital conversations around end-of-life planning. Tune in and discover how embracing mort...
2025-01-0826 min
The Executor Help PodcastThe Art of Grandparenting: How to Transform Love and Values into a Lasting Legacy!In this season 5 episode debut David learns about the heartwarming world of grandparenting with Shirley Hershey Showalter, co-author of "The Mindful Grandparent." Explore the unique superpower of being a grandparent, the joy of creating special moments, and the profound connection across generations. Shirley shares insights on embracing mortality, preserving family stories, and fostering emotional bonds. Discover the importance of spiritual legacies and active involvement in grandchildren's lives. Whether it's through traditions, stories, or technology, learn how to pass down love, values, and cultural heri...
2025-01-0138 min
The Executor Help PodcastGrief and Paperwork: The Untold Struggles of an Executor!In this Best of Episode, David has a conversation about the emotional journey and challenges of being an executor with Debbie Buehler. Discover her heartfelt story of managing her mother's estate—unexpected hurdles, the surprising demands of an executor's role, and the emotional toll it took on her journey. Whether you're an executor dealing with an estate or planning your own, this episode sheds light on the importance of preparation, resilience, and openness in managing the process smoothly. Don't miss these insights to help you prepare and suppo...
2024-12-2420 min
The Executor Help PodcastUnlocking the Secret Power of Handwritten Letters for Lasting Family BondsIn this Best of Episode, David revisits his conversation with Lynette M Smith about writing special letters to say thank you to the important people in our lives. A special gift any time of the year especially during the holiday season. Lynette shares how her children inspired her dreams and why saying thank you with a handwritten note means so much. We learn tips on how to write these letters and why it's important to send them while people are still around. These lett...
2024-12-1829 min
The Executor Help PodcastWhat Your Loved Ones Are Trying to Tell You from the Afterlife!In today's "Best of" episode David revisits a conversation with the incredible Hospice Nurse Julie. This is all about the world of end-of-life care, Julie talks about the transition many of us fear but often feel too awkward to discuss. Spoiler alert: it's not all doom and gloom! Think of this episode as your go-to guide on how to be present for those in their final days, understanding the strange—but comforting—phenomena of end-of-life visions, and lots more. Ready to shed a bit of th...
2024-12-1146 min
The Executor Help PodcastBehind Closed Doors: Family Secrets, Love Letters, and Life LessonsIn this Best of Executor Help: Stories of Life, Death, and Legacy. David revisits one of his favorite conversations with journalist and author Steven Petrow. His story about dealing with sadness, love, and family will make you laugh and cry at the same time. Steven talks about what he learned from life. He shares a touching story about his friend Jacqueline Zinn, who wrote lovely letters to her four kids before she passed away from brain cancer. Steven also talks about having hard conv...
2024-12-0444 min
Black Entrepreneur ExperienceBEE 492 David Edey, Making Estate and Legacy Planning SimpleDavid Edey, is transforming legacy by securing tomorrow, today! His mission is to make estate and legacy planning simple. Website: davidedey.com. Let's Connect and Engage: Leave a Google Review Today on what you enjoyed about Black Entrepreneur Experience Podcast. Connect on YouTube and Sign up for our newsletter and get updates.
2024-12-0437 min
The Executor Help PodcastFamily Heirlooms vs. Modern Values: What You Need to Know!David has a conversation with Cynthia Kraft founder of Family Branch and Root. With over 20 years of experience, Cynthia shares her journey from genealogy to estate advisory. Their conversations range from addressing family dynamics, choosing the right executor, and navigating modern-day challenges like the generational shifts in values. Whether you're a testator, executor, or beneficiary, this episode will give you with the tools needed to make sure there is an easy transition of your legacy. If that is important to you.
2024-11-2740 min
The Executor Help PodcastDon't End Up Like Amy Winehouse: The Costly Mistake of Not Having a Will!David's guest is Debbie Stanley, CEO and senior estate administrator of ETP Canada. With over a decade of experience guiding grieving families through the complexities of estate management, Debbie and David talk about the role of a corporate trustee, why more individuals are opting for professional expertise over personal executors. They explore the dynamics of family relationships and estate planning, and how digital assets are reshaping our approach to structuring wills. From real-life cautionary tales like Amy Winehouse's no estate plan to strategies for organizing your digital ass...
2024-11-2635 min
Seeing Death ClearlyDigital Assets, Family Disputes, and Estate Planning Done Right with David EdeySend us a textDavid Edey, a certified executive advisor with over 35 years of experience, joins the podcast to share insights from his book Executor Help: How to Settle an Estate, Pick an Executor, and Avoid Family Fights. Inspired by his seven-year struggle to settle his parents' estate—despite them having a will—David provides practical guidance to help families avoid the legal battles, financial burdens, and emotional turmoil he endured.David explains three essential steps for end-of-life planning and stresses that silence and lack of preparation ofte...
2024-11-2442 min
The Executor Help PodcastSimplifying Estate PlanningIn this episode David talks with Peter Morrison, a financial planner from Executors Friend. Peter shares his story and explains his job helping people who are executors—those in charge of handling someone's estate when they pass away. He talks about the importance of being prepared, organizing important documents, and having clear conversations about who will take on this important job. Tune in to learn about the challenges executors face. This episode is perfect for anyone wanting to learn more about making a will a...
2024-11-2027 min
The Executor Help PodcastExecutor Horror StoriesAs part of the Make a Will Month series David has a conversation with Jill Chambers, the founder of Financial Concierge. It is Jill's mission is to guide vulnerable families, busy professionals, and older adults as they navigate the complexities of estate planning. In this episode Jill shares her insights on the importance of communication, the risks of joint accounts, and the necessity of having a trusted contact person. Whether you're just beginning to think about your own estate planning or looking to understand the what it mean...
2024-11-1328 min
The Executor Help PodcastMake A Will Month: Taking the First Steps Toward Peace of MindDo you have a will? If the answer is no, or you're unsure when you last updated it, this episode is a must-listen. David welcomes back Bruce Young, an expert in estate and trust advisory services, for a conversation on the importance of making and maintaining a will during part 1 in a series during 'Make A Will Month.' Discover how a little preparation can save your loved ones from financial and emotional turmoil, and learn practical steps to create a foolproof estate plan. For David's book, oth...
2024-11-0632 min
The Executor Help PodcastWills Thrills Legal SpillsIn this episode, "Wills Thrills & Legal Spills," David breaks down complex terms like wills, trusts and executor. Hear stories to demystify the essential documents for estate planning, such as power of attorney. Get ready to learn how to plan your estate as seamlessly as planning a journey to a theme park. Tune in and equip yourself with the knowledge to navigate estate planning with confidence and ease. For David's book, other resources and more visit www.davidedey.com
2024-10-3009 min
The Executor Help PodcastLove, Loss, and Legacy: A Path to Rebuilding Life!In this episode, David's is joined by Jeanette Koncikowski, a writer and advocate for widowed parents. Tune is as she shares her journey following the sudden loss of her husband due to a rare epilepsy-related illness. Jeanette shares her personal experiences from her memoir "Shipwrecked," detailing how she navigated the challenging terrain of grief while raising her two young daughters. Through this honest conversation, Jeanette reveals how vulnerability opened doors to new joys and relationships despite profound loss. Join us as we explore Jean...
2024-10-2337 min
The Executor Help PodcastUnlocking the Secrets to Healing: How Celebrating Life Transforms Grief!In this episode David has a conversation with Jason Harris author of Good Grief: Celebrate Your Life about the delicate dance to handling grief, from personal loss to life's unexpected changes. Jason shares his ideas on how we can better celebrate lives and navigate those tough moments. Stick with us; you'll want to hear this! For David's book, other resources and more visit www.davidedey.com
2024-10-1641 min
Design Your Legacy - Life LessonsThe Biggest Love Letter To Your Family with David EdeyUnsure on where to start in your holistic legacy planning? Frustrated by the lack of support needed to clarify your vision for your personal legacy? Imagine turning that around in just six months. Get the coaching you need to define, develop and execute your legacy and design your plan with our expertise and insights. Get access by subscribing to our website: www.designurlegacy.com! - Legacy can often be a ‘throw away’ word in seeing how families are burying their heads in the sand, having no communication around future emotional wishes or missed communications as if the...
2024-10-1130 min
The Executor Help PodcastFrom Heartache to Healing: One Woman's JourneyIn this episode David welcomes Andrea Pomeroy, a poetic voice of resilience and transformation. Andrea, a nurse, author and devoted mother channels her life experiences into poetry offering a window into personal growth amid adversity. Tune in as Andrea shares her insights on using poetry for healing, discussing pivotal poems from her book Memories of Me that embody her story of resilience, self-discovery, and hope. Whether you're navigating your struggles or seeking inspiration, Andrea's heartfelt reflections promise to resonate deeply. For David's book, othe...
2024-10-0916 min
The Executor Help PodcastThe Hidden Crisis: Why 152 Million Americans and 15 Million Canadians Don't Have a WillIn this episode David Edey has a conversation with Dr. Thomas William Deans, an expert on family businesses and wills. Did you know that 152 million American and 15 million Canadian adults don't have a will? Tom talks about why talking about family money is so hard and shares how having family meetings can help. He also dives into the tricky topic of covert narcissists in families and how they can mess up things. For David's book, other resources and more visit www.davidedey.com
2024-10-0230 min
The Executor Help PodcastThe Power of Legacy Moments: How to Preserve Your Story for Future Generations Feeling like a deer caught in headlights when it comes to legacy planning? Tune into this episode as David chats with Nancy Olsen, the founder of Legacy Moments Last Forever. Whether it's tales from World War II nurses, awkward family wills, or how to use your iPhone to record Grandma's favorite recipes. Trust us; it's like getting a hug from your future self. You won't want to miss it—it's the most entertaining way to avoid family feuds from beyond the grave! 😄📜👵📲 For D...
2024-09-2525 min
The Executor Help PodcastFrom Widowhood to Finding Love and Laughter Once AgainOn this episode David has a conversation with Debbie Weiss, a widow who took a wild ride through online dating after losing her husband George. From binge-watching Netflix with Manhattans in hand Debbie's journey is filled with laughter, lessons, and late-life love. Tune in for an episode that's equal parts funny and heartwarming as Debbie shares how she found happiness again and wrote a book about it, "Available As Is." Get ready for some real talk about dating disasters, healing, and maybe a few tips on dodging bad...
2024-09-1824 min
The Executor Help PodcastExpectations vs. Reality: Inheritance Survey Findings with Rob CarrickIn this episode David chats with Rob Carrick, a personal finance columnist from The Globe and Mail. Rob shares surprising results from his recent survey about inheritances in Canada. They discuss why many Canadians expect to inherit six figures and whether this is realistic. They also talk about how longer lifespans and rising healthcare costs could affect these expectations. Plus, find out how young people's attitudes towards saving and investing are impacted by inheritance expectations. Tune in for great tips...
2024-09-1118 min
The Executor Help PodcastEpisode 100 Unlocking the Secrets to Living Longer and Happier LivesThis is episode 100 Are you interested in learning how to live longer, happier, and a healthier life? David has a conversation with Dr. Joe Casciani, founder of the Living to 100 Club and author of "Living Longer is the New Normal." Dr. Casciani shares valuable wisdom on navigating the complexities of aging, addressing cognitive challenges, and having a positive mindset for healthier living. For David's book, other resources and more visit www.davidedey.com
2024-09-0435 min
Locked On Jazz - Daily Podcast On The Utah JazzWalker Kessler v. Zach Edey makes a fun night of summer league. Latest Lauri Markkanen buzzThe Utah Jazz Salt Lake City Summer league kicked off yesterday with a headliner of Walker Kessler v. Zach Edey. Zach Edey answered all questions about his NBA role and Walker Kessler showed progress in his summer league outing in a fun match up of bona fide NBA centers. The Delta Center was a buzz with talk of the Lauri Markkanen trade talks. David Locke, radio voice of the Utah Jazz and Jazz NBA Insider breaks down the summer league game last night and the key match-ups. Locke...
2024-07-0932 min
Billionaires In Boxers GlobalClient Whisperers - Settling Estates, Soothing Souls: David Edey's VisionWelcome to Client Whispers where 'Intuition is the Heart of Innovative Business'. I want to know how creative, successful businesspeople and thought leaders follow their dreams and make a difference in the lives of other? And did your intuition play a part in your success? David Edey is the author of the bestselling book ‘Executor Help - How to Settle an Estate, Pick an Executor and Avoid Family Fights’. He helps businesses with a unique EAP which focuses on the mental health of employees when it relates to planning or managing an estate. He is dedicated to helping...
2024-07-0530 min
The Executor Help PodcastShifting the Conversation: Legacy Planning with "Die With Zero"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 count. After listening, we encourage you to engage with David on social media and share your thoughts. For David's book, other resources, and more visit www.davidedey.com
2024-06-2604 min
The Executor Help PodcastListener Questions Answered: How to Secure Your Family's Future and LegacyAre 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 consequences of not having one, and how estate planning can benefit you and your family. Plus, we've teamed up with Future File to guide you through organizing your essential information, wishes, and assets in one place.
2024-06-1206 min
The Executor Help PodcastThe 4 Phases of Retirement and Life Legacy PlanningDavid'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 retirement, highlighting the significance of preserving family history and passing on valuable lessons through means such as the life legacy letter. For David's book, other resources and more visit www.davidedey.com
2024-06-0533 min
The Executor Help PodcastSurviving Loss: A Love Story of Redemption, Resilience, and Building a LegacyDavid talks with Kelly Kirk, a remarkable individual with an extraordinary love, loss, and resilience story. Kelly shares his journey from struggling with homelessness after business failure to finding hope through his deep connection with his late wife, Sophia. Their love story, filled with unwavering support and perseverance, is truly inspiring. Kelly also discusses his nonprofit, the Sophia Graham Foundation, which focuses on improving mental health through physical fitness, and his dedication to helping others find their strength amid adversity. Listen in as Kell...
2024-05-2226 min
The Executor Help PodcastEmbracing Joy in Grief: A Crash Course in Finding Your HeyDavid talks with Deborah Covell Fletcher, the author of Finding Your Hey, a crash course into braving grief and embracing Joy. Deborah believes in finding joy in the little things and living life. The book encourages others to change their outlook on life and embrace happiness. Deborah hopes to inspire readers to approach their lives more positively and appreciate the joys that come their way. For David's book, other resources, and more visit www.davidedey.com
2024-05-1528 min
The Executor Help PodcastUnveiling the Secrets of Multi-Generational WealthDavid has a conversation with Tsitsi Mutendi, a family business expert and author of Raising The Baobab. Tsitsi shares her family's incredible entrepreneurship and generational wealth-building journey in Zimbabwe. Learn about her family's challenges and the crucial lessons learned about passing down businesses across generations. If you're curious about the importance of family communication, multi-generational wealth transfer, and the intricacies of family governance, you won't miss this insightful conversation! For David's book, other resources, and more visit www.davidedey.com
2024-05-0836 min
The Executor Help PodcastFrom Funeral Director to Facing My Own Mortality: An Eye-Opening JourneyIn this episode, David has a conversation with Greg Barnsdale author of Do Not Ignore Your Mortality, who shares his experiences working in the death industry and his personal health scare. The conversation highlights the importance of proactive end-of-life planning, dispels misconceptions about wills and power of attorney, and stresses the need for open family discussions. You will gain insights into overcoming the fear of tough discussions and practical advice for estate planning, aiming to inspire you to take proactive steps for your peace of mind and the well-being of loved on...
2024-05-0123 min
The Executor Help PodcastUnveiling the Conversations at the Death CafeDavid has a conversation with Allison Pilling about the impact of the Death Café Quinte on individuals seeking support and information surrounding death, grief, and end of life decisions. For David's book, other resources, and more visit www.davidedey.com
2024-04-2437 min
The Executor Help PodcastThe Business Owner's Guide to Creating a Successful Succession PlanJoin 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 the importance of proactive planning to ensure a seamless transition for businesses facing unexpected events. Learn how to gain a deeper understanding of the complexities of exit planning and its far-reaching impact on businesses, families, and employees. For David...
2024-04-1730 min
The Executor Help PodcastThe Power of Creativity in Estate and Legacy PlanningEstate 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 writing "forever letters" to the importance of updating wills and the significance of keeping secrets after death, Rich's expertise and heartwarming examples provide a fresh take on estate and legacy planning. For David...
2024-04-1032 min
The Executor Help PodcastThe Art of Forgiveness: Letting Go and Moving ForwardDavid 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 complexities of forgiveness, navigating family conflict, and the impact of money on relationships. Tune in as they uncover the healing and empowering journey of forgiveness and its profound impact on personal growth and wellbeing. For David's book, other resources, and...
2024-04-0337 min
The Executor Help PodcastThe Power of Regular Reviews and Important Family ConversationsIn 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 circumstances change, and advocates for advisors to play a crucial role in guiding their clients through the process. David and Bruce also discuss how family communication, understanding beneficiaries' aspirations, and anticipating potential disputes are essential elements of purpose-driven estate planning. F...
2024-03-2721 min
The Executor Help PodcastLegacy planning in Motion: How to Build Family Unity 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 purpose-driven estate plans. Join them as they delve into the emotional and practical aspects of estate administration that can transform the way you approach preparing for the future. For David's book, other resources, and more visit www.d...
2024-03-2026 min
The Executor Help PodcastManaging Life's Unexpected Events: Carol Roth Shares Insights on the Future FileListen in as David has a conversation with business and finance expert Carol Roth sharing her experience of creating the Future File System after facing the unexpected loss of loved ones, including her father. Carol emphasizes the profound impact of her father's proactive planning and how it inspired her to develop a product to help others navigate the complexities of end-of-life affairs. For David's book, other resources, and more visit www.davidedey.com
2024-03-1343 min
The Executor Help PodcastRecognizing and Helping People with Compassion Fatigue Part 2In part 2 David continues his conversation with the inspiring Juliette Watt. They delve into the importance of recognizing and helping people with compassion fatigue, Juliette shares profound insights drawn from her personal experiences and expertise. She highlights the signs of compassion fatigue, effective coping strategies, and the necessity of prioritizing self-care while fulfilling caregiving responsibilities. Tune in for an engaging and thought-provoking discussion with Juliette Watt, offering valuable perspectives and wisdom. For David's book, other resources and more visit www.davidedey.com
2024-03-0628 min
The Executor Help PodcastFamily Dynamics and Compassion Fatigue: Juliette Watt's Insights for Overwhelmed Caregivers David's guest Juliette Watt, opens up about the challenges of caregiver fatigue and the impact of family dynamics on the caregiving process. Juliette shares her personal experiences with caring for a mentally ill and narcissistic mother, shedding light on the complexities of feeling duty-bound in such relationships. From her confrontation with Frank Sinatra as a 16-year-old to her diverse career experiences, Juliette's journey has been anything but ordinary. She also delves into the concept of compassion fatigue and how it has affected millions of caregivers worldwide, including her...
2024-02-2840 min
The Executor Help PodcastNavigating the Uncomfortable: Madame Maven's Take on Conversations About DeathDavid's guest, Madame Maven developed a curiosity about death from an early age, influenced by her experiences of watching people's responses to death and working in a nursing home at 18. She began collecting clippings related to death and dying, including obituaries and alternative burial options. She also continued to explore the topic through her travels. But despite the potentially uncomfortable nature of the subject, Madame Maven strives to make conversations about death more engaging and enjoyable for others. For David's book, other resources and m...
2024-02-2134 min
The Executor Help PodcastExecutor Q&A SessionIn this episode, David answers some thought-provoking questions from the audience about settling estates and avoiding family conflicts. The questions cover a range of complex family dynamics, from dealing with estranged family members to setting boundaries with contentious beneficiaries. For David's book, other resources and more visit www.davidedey.com
2024-02-1405 min
The Executor Help PodcastLove, Loss, and Wisdom: Lessons from 45 Years of MarriageJoin David for a conversation with Dan Fogel as he shares his captivating story of love, loss, and the profound insights gained through grief. After the passing of his wife of 45 years, Dan found solace in processing his grief through writing, ultimately leading to the discovery of Sue's hidden thoughts and desires through her journals. For David's book, other resources and more visit www.davidedey.com
2024-02-0728 min
The Executor Help PodcastThe Importance of Succession Planning in Business OwnershipDavid has a conversation with Della Kirkman. Della shares her journey from being a single mom working at Cracker Barrel to becoming a successful entrepreneur, international speaker, and publisher of the Shifting Gears newsletter. She sheds light on the importance of being prepared for unexpected life events and the impact they can have on business owners. Della's mission to encourage 10,000 female acquisition entrepreneurs is at the heart of her work, and she provides valuable insights and practical advice for anyone considering buying, growing, or selling a small bus...
2024-01-2925 min
ABOUT THAT WALLETS4E43: [David Edey] What Is Estate Planning | About That WalletBe sure to subscribe on iTunes, Spotify or wherever you listen to podcasts.
Have you thought about the unexpected in life and how to prepare for it? David Edey's insights on estate planning were eye-opening, emphasizing the need for a solid plan. How are you taking steps to safeguard your financial legacy and ensure your loved ones are protected? I'd love to hear your thoughts and experiences on this crucial aspect of financial preparation.
Learn more about David:
https://www.davidedey.com/
Get David's book "Executor Help: How to Settle an Estate Pick an Executor and Avoid...
2024-01-2340 min
The Executor Help PodcastHow to Live Authentically: Embrace Mortality and Find ClarityAre you avoiding tough conversations about death and dying? David has a conversation with death doula Jill C McClennen. Join them as Jill provides valuable insights on facing our mortality, living authentically, and finding clarity in life. Discover how embracing these discussions can lead to a more intentional and fulfilling life. For David's book, other resources and more visit www.davidedey.com
2024-01-2241 min
The Executor Help PodcastEstate Liquidation and Family Dynamics: Navigating the ChallengesDavid is joined by Amanda Giustiniani, a seasoned auctioneer and expert in estate liquidation. Learn about her family's rich auctioneering legacy, her innovative resources like 'My Final Gift', and her advice on resolving family disputes, handling hidden assets, and much more. For David's book, other resources and more visit www.davidedey.com
2024-01-1540 min
The Executor Help PodcastEstate Planning: The Final FrontierIn part 2 David continues his conversation with Joe Saul-Sehy they get into a lively and educational discussion about estate planning. The episode delves into the misconceptions surrounding estate planning, using humorous and relatable analogies to simplify the complex topic. Joe shares engaging anecdotes and practical insights from the book "Stacked: Your Super Serious Guide to Modern Money Management," co-authored with Emily Guy Birken. You will learn about the crucial components of estate planning, the importance of choosing the right executor, and the potential pitfalls to avoid. ...
2024-01-0826 min
The Executor Help PodcastThe Humor of Money: Joe Saul-Sehy's Take on Personal Finance and GoalsDavid begins Season 4 with a conversation with Joe Saul-Sehy, best known as the host of the popular "Stacking Benjamins" podcast and author of the financial management book "Stacked." Join them as they explore the power of addressing financial challenges and uncover the true value of long-term financial goals. For David's book, other resources and more visit www.davidedey.com
2024-01-0240 min
The Executor Help PodcastSeason 3 Finale: Fostering Family Love and Unity through Gratitude LettersOn this final episode of Season 3 David and guest Lynette M. Smith delve into the power of writing gratitude letters as part of an estate and legacy plan. They explore the delicate balance of addressing family issues, imparting wisdom, and fostering hope for a positive future. Lynette shares personal experiences and valuable insights about the lasting impact of heartfelt letters and the importance of open communication within families. You will gain practical tips and inspiration for leaving a meaningful legacy through the written word. Tu...
2023-12-1831 min
The Executor Help PodcastBest of Siblings and Estates: Unraveling Family DynamicsIn this best of episode, David dives into the emotional and financial complexities of family disputes and inheritance. Featuring estate planning expert Jeffrey Condon and legal expert Charles Ticker. David has conversations about the impact of unequal inheritance distribution on sibling relationships and the toll of costly legal battles. For David's book, other resources, and more visit www.davidedey.com
2023-12-1141 min
The Executor Help PodcastThe Struggle of Asking for Help: Insights From a Caregiver's JourneyDavid continues the conversation with guest Marika Humphreys, a caregiver coach. Join them as they delve into the challenges caregivers face when it comes to asking for help and finding a balance between caring for their loved ones and taking care of themselves. Marika shares her personal journey of overcoming guilt, and burnout, plus offering practical advice on building a support network. Also finding the right therapist or coach, and improving resilience to provide better care. If you're a caregiver or know someone who...
2023-11-2722 min
The Executor Help PodcastEstate and Legacy Planning: Overcoming Procrastination for Peace, Clarity, and Family HarmonyOn this episode, David tackles the common issue of estate procrastination. Through a compelling story and practical advice, he addresses the fears and challenges that lead to procrastination and offers actionable steps to overcome them. Listeners will gain valuable insights into estate planning, the peace of mind it brings, and the importance of initiating awkward conversations with family members. Whether you're contemplating estate planning or seeking motivation to take the first step, this episode provides essential guidance for a crucial aspect of life. Tune...
2023-11-1306 min
The Executor Help PodcastFrom Feeling Overwhelmed to Finding Balance: Self-Care Strategies for Coping with GriefIn Part 2 David continues his conversation with author and podcast host Emily Thiroux Threatt, You will learn about why self-care is crucial during times of grief. Emily shares her personal experience with self-care, highlighting the importance of finding activities or moments that bring comfort and peace. Sometimes, it's as simple as finding a TV show or movie that provides a sense of familiarity and comfort during challenging times. For David's book, other resources and more visit www.davidedey.com
2023-11-0623 min
The Executor Help PodcastFinding Purpose in Grief: A Story of Resilience in MauiDavid has a conversation with author and podcast host Emily Thiroux Threatt, who will take us on a deeply personal and enlightening journey. Join us as we explore the beautiful island of Maui, a place known for its breathtaking landscapes and romantic allure, but also facing its own unique challenges. Emily's experience during the recent fire on the island will leave you reflecting on themes of resilience, community, and the unexpected sources of comfort in times of grief. This episode is a reminder that even in the fac...
2023-10-3027 min
The Executor Help PodcastHealing Through Conversation: Carly Midgley's Insights on Loss and CommunicationExploring the Power of Conversation and Grief: David talks with Carly Midgley who opens up about her deeply personal experience of losing her father to cancer and the challenges she faced in finding the right words to discuss her grief. A heartfelt and thought-provoking episode that delves into the complex emotions surrounding loss. For David's book, other resources, and more visit www.davidedey.com
2023-10-2327 min
The Executor Help PodcastBeyond Blame: The Truth About Parenting Through AddictionDavid welcomes special guest Barbara Legere, author of the bestseller Kevin's Choice. Barbara shares her heart-wrenching journey through her son's mental illness, addiction, and ultimately, his tragic suicide. Barbara also sheds light on the struggles faced by both parents and their children, offering a unique perspective on the devastating effects of addiction. For David's book, other resources, and more visit www.davidedey.com
2023-10-1627 min
The Executor Help PodcastUncharted Territory: Exploring Near Death Experiences, Divine Love, and the Mysteries of the AfterlifeDavid has a conversation with Mary (Kathy) McDaniel, author of Misfit In Hell To Heaven Expat, which is based on a story of her experiences before, during, and after a dark near-death experience. Kathy takes you on an extraordinary ride from darkness to light, inspiring us to reflect on our own purpose and connection with the divine. For David's book, other resources, and more visit www.davidedey.com
2023-10-1033 min
The Executor Help PodcastBeyond the Courtroom: How Mediation Can Bring Peace to Estate DisputesAre you struggling with estate disputes and family feuds? David has a conversation with mediator Charles Ticker to share invaluable insight and practical advice. Discover the secrets to preserving family harmony and protecting your legacy. For David's book, other resources and more visit www.davidedey.com
2023-10-0236 min
The Executor Help PodcastEmpowering Kids through Difficult ConversationsIn this episode, David has a conversation with Kat Pendergast and Lacie Brueckner, co-authors of "Goodbye, Bella," to explore how their heartwarming book empowers children to comprehend and cope with the loss of a cherished pet. Whether you're a parent, educator, or caregiver, this episode offers practical strategies to initiate open, supportive conversations about grief, making it a must-listen for anyone seeking to help children through challenging times. For David's book, other resources and more visit www.davidedey.com
2023-09-1827 min
The Executor Help PodcastRewriting the Script: Using HGTV as a Blueprint for Healing and GrowthDiscover how David's guest Kim Stamp turned her love for HGTV home renovation shows into a transformative journey of healing and personal growth. Tune in to hear how she demolished harmful thought patterns and rebuilt her life. For David's book, other resources, and more visit www.davidedey.com
2023-09-1126 min
The Executor Help PodcastFrom Near-Death Experience to Soul Purpose: A Guide to Living a Meaningful LifeBeyond Death and Rebirth: Uncovering the Secrets to a Fulfilling Life. Join David as he has a conversation with Mariko Fredrick, the visionary author of 'Soul Priority,' Mariko shares her vivid memories of life after death and offers profound wisdom on finding your soul assignment. Learn how to recognize and heal wounds that hinder your financial success. Prepare to be inspired and empowered as you discover the keys to leading a truly fulfilled life. For David's book, other resources, and more visit www...
2023-09-0429 min
Soul DiscoveryDavid Edey - Executor HelpJoin us for a fun and informative discussion with David Edey - Certified Executor Advisor (CEA) - on estate planning and why communicating with your loved ones around these topics is so important rather than avoiding them. Here on the show we are all about communication and we enjoyed hearing David's stories & suggestions around these sensitive and often overlooked topics.
David 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. He is...
2023-03-1045 min
My MoneyCreating A Problem Free Estate Plan w/ David EdeyThis is not the sexist topic in the world, but it's an important one. This week we sit down with David Edey to discuss the importance of creating an estate plan. David tells us about his personal experience that cost him more then $50,000 in legal fees to settle his parents estate, and discusses things you need to know to help you avoid ending up in the same situation. Guest Recourses Mentioned:https://www.davidedey.com/https://www.amazon.ca/Executor-Help-Settle-Estate-Family/dp/1039107273Host Resources Mentioned Instagram...
2023-02-2227 min
The Get Ready Money PodcastThe Tony Steuer Podcast with David Edey: The Value of Communication in Estate PlanningSend us a textOn the latest episode of The Tony Steuer Podcast, I spoke with David Edey, Certified Executor Advisor. In this episode, we talked about why it’s important for families to prioritize making a will, to keep their bond intact in times of crisis. In this episode we discussed:The importance of having these conversations sooner, rather than later.The steps you need to follow to have this conversation with your family.How you can avoid chaos by being organized.David Edey is a Certified Executive Advisor (CEA...
2023-02-1527 min
Let's Be Well TogetherE050 David Edey Will Planning Tips to Help ExecutorsLet’s Be Well Together Podcast - Episode 50Date: January 10, 2023Participants: John Webster, Sammy Damaren, Cameron Earnshaw and Sheila WebsterGuest: David Edey (Interview) and Rania Atif (Move That Body)Start times and Segment Segments:[0:00:38] What’s On Your Mind: Sammy and John chat about a Mental Health Commission of Canada post about four self-care tips: feel the feelings; gratitude journal; five senses; and sleep schedule. They talk mostly about journaling and feeling the feelings.[0:17:57] Expanding Minds Interview: [Economic Wellness] David Edey talks about the process of naming an Exec...
2023-01-1051 min
Divorcing WellWills, Estate Planning And The Role Of Executors With David EdeyIn this week’s episode of Divorcing Well, I chat with author and certified financial planner, David Edey, who is the author of the book Executor Help: How to Settle an Estate, Pick and Executor and Avoid Family Fights. We discuss the important topic of estate planning and having a will. David outlines the role of the Executor, qualities to look for in an Executor and problems that an Executor can face. He also discusses the importance of having a good estate plan and communicating it to the people who need to know. Everyone can benefit from the advice that D...
2022-12-0647 min
Canadian Real Estate 101The Importance of Estate Planning with David EdeyIn today’s episode we have David Edey. David is a Certified Executor Advisor 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 finances and shared his expertise on radio and television numerous times. Due to his personal experience of grief, frustration and stress of an life altering experience, David was determined to help families with estate planning and executorship. In today’s episode David shares:What est...
2022-11-2433 min
The MapleMoney ShowWhat To Consider with Digital Assets and Estate Planning, with David EdeyHave you made your will and named an executor for your estate? Does your executor understand your wishes when it comes closing down your digital assets? If not, you still have some work to do. Anything that’s attached to a login ID and password can be considered a digital asset. If your executor isn’t prepared to handle your various online accounts after you die, it could cause problems. David E. Edey is a Certified Executor Advisor (CEA) who has worked in the financial planning industry in Montreal for more than 35 years. No one likes talking abou...
2022-11-2331 min
Financial Planning For Canadian Business OwnersEstate Administration with David Edey | E097In today's episode we have David Edey, CEA and financial advisor in Montreal. He is an author of a book called Executor Help. He is on the show to talk about what it is to be an executor and how an executor can have a successful execution of someone's will in both cases of if you are a business owner and if you are not. Episode Highlights:1.01: David is a certified Executive Advisor. He has been in the financial planning industry for over 35 years in Montreal. He is an author of a book, Executor H...
2022-11-1725 min
I AM MOM Parenting PodcastEp 69 - Will and Estate Planning That Keeps Families Together With Guest David Edey (Author and Certified Executor Advisor)No one wants to talk about death and inheritances. During this episode, I spoke with David Edey, Certified Executor Advisor and author of the book Executor Help: How To Settle An Estate, Pick an Executor and Avoid Family Fights.Tune into this conversation to ensure your family's wealth, welfare, health, and future happiness. Be sure to listen for:David’s personal family story, despite his parents having a willWhat to consider when choosing a guardian for your childWhat the role of your executor is in settling your estate and how to prepare them for th...
2022-11-1538 min
Things I Wish I Knew About MoneyWe WILL see it through with David Edey**Disclaimer** first 40 secs there is no sound** This week, David Edey, an author, and Certified Executor Advisor will shed light on Make a Will month alongside Financial Literacy Month. We will discuss the importance of preparation for unexpected and real-life stories to get a grasp of Wills. Stay tuned to learn about estate planning!
To contact David Edey and get his book
Website: https://www.davidedey.com
Book: Executor Help: How to Settle an Estate Pick an Executor and Avoid Family Fights
Linkedin: David Edey
Twitter: @DavidEEdey
2022-11-131h 06
MoneyDad PodcastSecrets to Help Your Kids Avoid an Estate Nightmare with David EdeySend us a text#032. Today’s guest is David Edey. David is a Certified Executor Advisor and author of The Executor Help book. He opens up about his own estate nightmare that he dealt with when his parents passed, and why he decided to write his book to help others. We discuss the challenges and struggles he faced with settling his parents estate and cover mistakes that he as well as his parents made. We discuss what is an estate plan, and the reasons why everyone should have one, as it is not just for the rich or weal...
2022-11-0150 min
Real Escape InvestingDeparting Without Chaos - Wills & Executors with David EdeySpoiler alert… Not a sexy topic! In life, only two things are certain: death and taxes. While many families treat death as taboo, being prepared for its inevitable occurrence is important.
It is truly a sensible topic but as David Edey said; “It's not about what you leave them, it's how you leave them.”
In this week’s episode, we have David Edey, author of the book, Executor Help, talk to us all things about Estate Planning — advice, tips, and many real-life examples demonstrating what can go wrong (and what can go right), depending on whether or...
2022-08-1028 min
The Just Word with Pat BollandEstate Planning with David EdeyIt's one thing to have a will, and another to have an estate plan. David Edey has been in the business for 3 decades ... he's even written a book "Executor Help: How to Settle an Estate... and he shares his insights. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their...
2022-06-2826 min
Gurvey's LawFather's Day Episode with author David Edey, guest co-host Kerri Kasem and Host Alan GurveyIf you missed our Father's Day episode, here is your chance to listen to it at your leisure. This year's show features Alan Gurvey once again teaming up with Kerri Kasem to talk dads. Joining Alan and Kerri is David Edey, the author of "Executor Help: How to Settle an Estate, Pick an Executor and Avoid Family Fights." Hear Kerri and Davids' stories about family fights and what they learned from them on this Gurvey's Law podcast, which originally aired on 790 KABC radio, at Gurveyslaw.com, audioBoom, rgwlawfirm.com and Apple Podcasts!
#family #author #fathersday #interview #talkradio #podcast
2022-06-2047 min
Money SenseEstate planning your way with David EdeyKaren Ellenbecker, EIG Founder & Senior Wealth Advisor talks with David Edey, Certified Executor Advisor and Author to discuss estate planning and the importance of having the one you choose vs the one the government would put in place for you.
2022-05-2842 min
Secrets of SuccessDavid Edey - Executor HelpBill Horan talks with David Edey, author of EXECUTOR HELP. David will discuss what is an executor, how to pick your executor, what are the typical tasks and problems that an executor must handle and what other types of professional assistance is necessary to handle a decedent's estate.
2022-02-2828 min
Money Talk With TiffEstate Planning with David Edey | Ep. 83Tiffany 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...
2022-01-0635 min