Designed for active people looking to be active throughout their lifetime. We break down complex financial topics into mile-sized bits of education to help you make decisions confidently.
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The podcast is filled with advice, tips, and many real-life examples demonstrating what can go wrong (and what can go right), depending on whether or not families plan accordingly in advance, communicate clearly with one another, and are willing to put petty and selfish differences aside. No one likes talking about death and inheritances before they absolutely have to, but as I have learned from personal experience, having these conversations earlier, rather than later, will save a lot of ti ...
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Forget the Money: The Real Reason Family Empires Crumble
32:23
32:23
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32:23Have you ever wondered why some families lose their wealth—and their connections—after just a generation or two? On this episode, David has a conversation with wealth psychology coach Shayla T Locklear , as she peels back the curtains on what really keeps a legacy alive. It’s not just about smart investments or ironclad wills; it’s about trust, pur…
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The One Conversation That Will Change How You See Death Forever
33:39
33:39
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33:39When life pushes you to the edge—career changes, family illness, overwhelming responsibility—how do you find your way back to what makes you happy? David has a conversation with Minnelle Williams from Ending Well with Minnelle. Hear how a journey from funeral homes to international travel led her to help others write their legacy stories and live w…
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From Ironman to Advocate: Bob Babbitt’s Journey to Empower Adaptive Athletes, Ep #074
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55:30
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55:30Meet Bob Babbitt, a true legend in the athletic and humanitarian worlds. As a Co-founder of the Challenged Athletes Foundation, Bob has helped transform the lives of thousands by making sports accessible to individuals with physical challenges. His passion for storytelling shines through as the host of Babbittville Radio, where he shares inspiring …
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How One Sugar Bowl Tore a Family Apart: Unbelievable Inheritance Stories
30:26
30:26
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30:26Ever thought settling an estate was just paperwork? Think again. In this episode, David has a conversation with author Gina Brown reveals the tangled web of grief, family drama, and even pet dilemmas that unfolds when a loved one passes away. Drawing from her own experience—and a hundred stories she gathered from friends. You will laugh, cry, and t…
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How a Daughter Found Peace in Her Father's Final Moments
24:38
24:38
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24:38In this episode David has a conversation with Julie Sager Nierenberg, the author of "Daddy, This Is It." In her heartfelt book, Julie opens up about her emotional journey of being with her father during his final days. It's a touching and genuine portrayal of saying goodbye to someone you love. For David's book, other resources and more visit www.d…
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How a Voicemail from Dad Sparked a Healing Revolution!
27:39
27:39
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27:39In this episode David has a conversation with Estrella Quiroz, the cofounder of Last Farewells—a platform that helps people leave lasting, meaningful messages for loved ones after they're gone. Estrella shares the deeply personal story that inspired this venture and talks about finding joy and purpose in the face of life's toughest moments. So Tune…
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In this episode David has a conversation about the complexities of family, money, and legacy with Ruschelle Khanna author of Inherited Trauma and Family Wealth. They discuss the impact of inherited trauma on how families handle wealth and the importance of having open conversations about money. Learn how early experiences shape our money habits and…
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Don't Regret Your Last Words: A Heartfelt Journey with Robin Nathaniel
32:47
32:47
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32:47In this episode David's guest is Robin Nathaniel, a TEDx speaker and social media leader. Robin shares his personal journey through family trauma and loss, emphasizing the importance of leaving conversations on a positive note, whether with close loved ones or strangers. Listen in as Robin highlights the dangers of pride and the need for reconcilia…
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Why Embracing Death Could Be the Most Beautiful Part of Life!
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34:05In this episode David has a conversation with Dr. John Horton, co-author of "Good to Go." Dr. Horton shares compelling stories from his 50 years of medical practice. They discuss the five key understandings that can guide us to a dignified departure. How nurturing our relationships and finding inner peace can transform our final moments into someth…
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The Surprising Power of Legacy Planning for Entrepreneurs!
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22:41In 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 cul…
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Diana Hassel: From Successful Triathlete to Inspired Coach, Ep #73
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34:54In this episode, we’re joined by Diana Hassel, a 25-time Ironman finisher with 14 age group podiums at Ironman Hawaii. Diana is also a professor of equine emergency surgery at Colorado State University and has transitioned into coaching triathletes, offering personalized training and a focus on nutrition. Diana’s coaching journey began after friend…
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How to Laugh Your Way Through Death and Taxes
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31:14
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31:14In 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 po…
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Blake Anderson: Taking A Systemic Approach to Triathlon and Real Estate, Ep # 72
33:43
33:43
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33:43In this episode, Blake Anderson, a top real estate agent and endurance athlete, shares how his commitment to systems and relationships has led to success in both real estate and triathlon. From overcoming addiction to becoming a record-breaking ultramarathoner and innovating in real estate with a flat-fee model, Blake’s approach offers valuable ins…
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Is Joy the Answer to the World's Negativity? Steven Petrow Weighs In!
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39:03In 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 b…
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The Child-Free Approach to Legacy and Wealth
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23:54In 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…
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Amy Woolsey’s Journey in Triathlon, Ep #71
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37:40Amy’s journey into the world of triathlons is a story of passion, perseverance, and inspiration. What began as a simple bucket list item in 2002 quickly turned into a lifelong pursuit that has shaped not only her physical fitness but also her personal growth. From her first Sprint race to completing multiple Ironman triathlons, Amy’s path is one of…
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Preserving Family Legacies with Life's QR
28:37
28:37
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28:37Grief 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. H…
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Unlocking the Secrets of Selling Dead People's Things!
29:40
29:40
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29:40In 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 pecul…
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Dr. Torkil Faero: How Your Heart Rate Variability Affects Your Health, Ep #70
58:44
58:44
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58:44In this episode, we explore the power of Heart Rate Variability (HRV) as a window into your heart health—and how you can improve it. Joining us from Norway is Dr. Torkil Faero, a seasoned General Practitioner and emergency physician with 26 years of experience. Dr. Faero has practiced medicine across Norway and in war-torn Angola with Doctors Witho…
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Why You’re Making Downsizing Harder Than It Needs to Be
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43:00
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43:00David 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 an…
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How to Avoid Family Drama During Illness and Loss!
33:31
33:31
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33:31David 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 practi…
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Balancing Family, Triathlon, and Business with Kirsten Miller, Ep #69
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49:56
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49:56Today, we’re joined by Kirsten Miller, a seasoned triathlete with over 22 years of experience and a board-certified sports nutritionist. Kirsten’s dedication to her family and her strategic approach to balancing training, racing, and home life have been the cornerstone of her longevity in the sport. Beyond her personal achievements, she’s passionat…
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How Skateboarding Unlocked the Secrets to Life and Death
26:17
26:17
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26:17David 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 indus…
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The Art of Grandparenting: How to Transform Love and Values into a Lasting Legacy!
38:12
38:12
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38:12In 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, …
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Triathlon, Recovery, and Lifestyle Medicine: Michele Cellai’s Inspiring Journey, Ep # 68
47:46
47:46
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47:46In today’s episode of Money Mile, we’re joined by Michele Cellai, a triathlete and nurse practitioner, to discuss her journey in triathlon and her career in health and wellness. Michele's passion for the sport started in the early 1980s after watching Julie Moss’s iconic Ironman finish, and she’s been racing ever since. Michele also shares her work…
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Grief and Paperwork: The Untold Struggles of an Executor!
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20:00In 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 a…
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Unlocking the Secret Power of Handwritten Letters for Lasting Family Bonds
29:24
29:24
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29:24In 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 muc…
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Organic Coaching: Carly and Tyler Guggemos’ Journey to Helping Time-Crunched Triathletes, Ep #67
43:01
43:01
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43:01In this episode of Money Mile, I sit down with Carly and Tyler, the dynamic duo behind "Organic Coaching." They share the journey of how they built a thriving online coaching business that helps time-crunched triathletes balance training with their busy lives. From their impressive athletic achievements to growing a community of over 6,000 members …
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What Your Loved Ones Are Trying to Tell You from the Afterlife!
46:28
46:28
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46:28In 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 th…
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Behind Closed Doors: Family Secrets, Love Letters, and Life Lessons
44:58
44:58
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44:58In 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 J…
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From Horse Shows to Ironman: Brittany Vermeer on Triathlons and Blogging, Ep #66
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41:26
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41:26Brittany Vermeer is a triathlete and seasoned sports journalist. As a freelance writer and editorial consultant, she collaborates with top publications like Triathlete Magazine, Outside Run, Ironman, and Xterra. With six 70.3 triathlons under her belt, two World Championship qualifications, and her first full-distance Ironman completed in 2003, Bri…
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Family Heirlooms vs. Modern Values: What You Need to Know!
40:51
40:51
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40:51David 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 yo…
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Don't End Up Like Amy Winehouse: The Costly Mistake of Not Having a Will!
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35:35
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35:35David'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 th…
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In 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 abo…
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Welcoming Back “Beaker” McKee, Ep #65
1:03:40
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1:03:40We’re thrilled to welcome back Rebecca “Beaker” McKee to share her incredible journey at the Ironman Championship in Nice, France, where she placed 12th. In this episode, Beaker opens up about her experience with the course, the unique challenges of competing in Nice, and how it compares to her past races in Kona. But this isn’t just a story about …
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As 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 ris…
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Make A Will Month: Taking the First Steps Toward Peace of Mind
32:53
32:53
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32:53Do 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 prepara…
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Driven to Triumph: Dana Bullard’s Inspiring Legacy, Ep # 64
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41:08
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41:08Today, I'm joined by Dana Bullard, a former marathon runner turned accomplished triathlete. Dana has completed 26 Ironmans, including six finishes at Kona. After years as a competitive runner through high school, college, and into her post-grad marathon career, she began to feel burnout creeping in. When a colleague invited her to try a sprint tria…
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In 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 knowle…
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Love, Loss, and Legacy: A Path to Rebuilding Life!
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37:42
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37:42In 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…
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Coach Kat’s Road to Racing, Resilience, and Empowering Women Athletes, Ep #63
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41:07
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41:07What if syncing your workouts to your menstrual cycle could mean the difference between podium finishes and painful struggles? Kateryna Moisyeyeva—widely known as Coach Kat —has lived it. After escaping an abusive marriage and starting from scratch in triathlon, she turned personal trauma into elite-level achievements and a groundbreaking approach …
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Unlocking the Secrets to Healing: How Celebrating Life Transforms Grief!
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41:42In 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, oth…
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From Heartache to Healing: One Woman's Journey
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16:30In 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…
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From Spinal Surgery to Championship Wins with Kirsten McCay, Ep #62
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51:11
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51:11In this episode, I sit down with Kirsten McCay, a triathlete, coach, and personal trainer excelling in both endurance sports and motherhood. She’s won her age group at the 70.3 North American Championships twice, even after spinal surgery—showcasing her resilience and mental toughness. Kirsten talks about balancing intense training with parenting, …
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The Hidden Crisis: Why 152 Million Americans and 15 Million Canadians Don't Have a Will
30:59
30:59
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30:59In 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 …
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The Power of Legacy Moments: How to Preserve Your Story for Future Generations
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25:13
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25:13Feeling 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 …
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Tackling What First-Time Home Buyers Need to Know with David Gulbransen, Ep #61
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39:57
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39:57What does the home-buying process look like? How do you navigate interest rates? What type of loan best suits your needs? These are just a few of the questions David Gulbransen is uniquely qualified to answer. David is a loan officer in Northern California whose focus is providing the best communication, service, product knowledge, and transparency…
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From Widowhood to Finding Love and Laughter Once Again
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24:23On 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 h…
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Expectations vs. Reality: Inheritance Survey Findings with Rob Carrick
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18:50
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18:50In 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 coul…
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Strength and Fitness Coach Ollie McCarthy’s Insight on the Industry, Ep #60
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33:32Ollie has been a running and strength coach in the fitness industry for over a decade. He’s an avid runner who enjoys everything from 5ks to ultramarathons. He’s worked with triathletes and has a wealth of knowledge on athletic conditioning. He is also the host of, “Training to Endure,” a podcast that shares interesting stories and interviews about…
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