Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Content provided by Mike Cavaggioni. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Cavaggioni or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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299. Proactive Planning: Ensuring a Legacy of Love with Sara Ecklein
Manage episode 487529021 series 3255831
Content provided by Mike Cavaggioni. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Cavaggioni or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Join us on Average Joe Finances as our guest Sarah Ecklein, a private fiduciary from the Bay Area, California. Sarah shares insights into her profession, the importance of estate planning, and her journey from aspiring hospice nurse to fiduciary. She discusses the complexities of trust administration, the significance of proactive planning, and the emotional and financial impacts of failing to prepare for end-of-life situations.
In this episode:
- Uncover how proactive estate planning can prevent family conflict and preserve your legacy.
- Learn why fiduciary roles go far beyond finances and often provide crucial decision-making support.
- Discover the dangers of delaying end-of-life conversations and how they can lead to legal and emotional chaos.
- Explore how creating an estate plan today protects your loved ones tomorrow, emotionally and financially.
- And so much more!
Key Moments:
00:00 Introduction and Welcome
00:55 Meet Sarah Eckle: A Private Fiduciary
01:28 Sarah's Journey to Fiduciary Work
02:58 Understanding the Role of a Fiduciary
05:50 The Importance of Estate Planning
08:02 Challenges in Fiduciary Work
10:08 Proactive Planning and Legacy Building
22:03 The Importance of Updating Your Will
23:06 The Impact of Estate Planning on Families
23:54 Communicating Your Estate Plan
26:05 Handling Awkward Conversations About Estate Planning
28:11 Final Round: Personal Finance Mistakes and Lessons
33:22 Advice for Newcomers and Final Thoughts
35:36 Where to Find More Information and Conclusion
Find Sara Ecklein:
Website: https://www.trustandhonor.co/
Instagram: https://www.instagram.com/themindfulfiduciary/
Facebook: https://www.facebook.com/people/Sara-Ecklein-CLPF/100067625615341/
LinkedIn: https://www.linkedin.com/in/sara-ecklein
Average Joe Finances®
All of our social media links and more: https://averagejoefinances.com/links
About Mike: https://mikecavaggioni.com
About Tawnya: https://www.themoneylifecoach.com/
Show Notes add-on continued here: https://averagejoefinances.com/show-notes/
*DISCLAIMER* https://averagejoefinances.com/disclaimer
See our full episode transcripts here: https://podcast.averagejoefinances.com/episodes
300 episodes
Share
Manage episode 487529021 series 3255831
Content provided by Mike Cavaggioni. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Cavaggioni or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Join us on Average Joe Finances as our guest Sarah Ecklein, a private fiduciary from the Bay Area, California. Sarah shares insights into her profession, the importance of estate planning, and her journey from aspiring hospice nurse to fiduciary. She discusses the complexities of trust administration, the significance of proactive planning, and the emotional and financial impacts of failing to prepare for end-of-life situations.
In this episode:
- Uncover how proactive estate planning can prevent family conflict and preserve your legacy.
- Learn why fiduciary roles go far beyond finances and often provide crucial decision-making support.
- Discover the dangers of delaying end-of-life conversations and how they can lead to legal and emotional chaos.
- Explore how creating an estate plan today protects your loved ones tomorrow, emotionally and financially.
- And so much more!
Key Moments:
00:00 Introduction and Welcome
00:55 Meet Sarah Eckle: A Private Fiduciary
01:28 Sarah's Journey to Fiduciary Work
02:58 Understanding the Role of a Fiduciary
05:50 The Importance of Estate Planning
08:02 Challenges in Fiduciary Work
10:08 Proactive Planning and Legacy Building
22:03 The Importance of Updating Your Will
23:06 The Impact of Estate Planning on Families
23:54 Communicating Your Estate Plan
26:05 Handling Awkward Conversations About Estate Planning
28:11 Final Round: Personal Finance Mistakes and Lessons
33:22 Advice for Newcomers and Final Thoughts
35:36 Where to Find More Information and Conclusion
Find Sara Ecklein:
Website: https://www.trustandhonor.co/
Instagram: https://www.instagram.com/themindfulfiduciary/
Facebook: https://www.facebook.com/people/Sara-Ecklein-CLPF/100067625615341/
LinkedIn: https://www.linkedin.com/in/sara-ecklein
Average Joe Finances®
All of our social media links and more: https://averagejoefinances.com/links
About Mike: https://mikecavaggioni.com
About Tawnya: https://www.themoneylifecoach.com/
Show Notes add-on continued here: https://averagejoefinances.com/show-notes/
*DISCLAIMER* https://averagejoefinances.com/disclaimer
See our full episode transcripts here: https://podcast.averagejoefinances.com/episodes
300 episodes
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Similar to Average Joe Finances
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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continue reading
Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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continue reading
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show note ...
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continue reading
Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
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continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
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