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Telling Your Story: Legacy, Money, and the Power of Conversation
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In this episode, I’m joined by Kerri Fernsworth—advisor, storyteller, and legacy planning advocate—to explore how personal narratives can transform the way we think about money, family, and the future.
We discuss how legacy isn’t just about what you leave behind, but how you live—and how storytelling and recorded conversations can build empathy, bridge generations, and spark meaningful planning.
💡 Key Takeaways:
- Recording helps you reflect. It’s not just about memory—it’s about asking better questions and creating shared understanding.
- Storytelling is a legacy tool. Stories give your wealth context and create empathy across generations.
- Your life is a story in progress. Legacy planning starts now, not just later.
- Money is perception. The way we talk about money tells a deeper story about our values.
- Legacy videos are powerful. They help families engage in meaningful, less awkward conversations.
- Advisors can lead the way. Be the communication hub that helps clients connect the dots across generations.
- Stay curious. Your clients’ stories are still unfolding—ask, listen, and guide with empathy.
🎧 Why It Matters:
This episode is for advisors, educators, and anyone who wants to bring more meaning into their financial conversations. Legacy isn’t just estate planning—it’s a living process. The sooner you have these conversations, the better.
Connect with Kerri Fernsworth:
Website: (Authentic Legacy Video)
- LinkedIn: (here)
Bio:
Kerri Fernsworth is the Founder of Authentic Legacy Video. She started this business after interviewing her own elder family members, finding joy and meaningful connection in the experience. Kerri brings over a decade of experience with independent filmmaking and improv comedy, applying her empathetic story skills to financial advisors and insuretech startups in two prior ventures, Authentic Advisor Video and Concurrent.
She is published on video, marketing, and compliance topics in: The Journal of Financial Planning, NAPFA, Wealthtender, Vimeo, Hearst Bay Area, and Zapier. In addition to being a traveler, she loves studying energy healing, herbalism and is curious about most things!
The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.
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