Imagine this, you've spent years building your career, but when it comes to planning for the future, you’re not sure if you’re truly prepared. That's where retirement planning comes in, not just as a financial safety net but as a crucial part of your estate planning. Most of us assume we have plenty of time to think about our 401k or beneficiary designations, but how many of us actually revisit these critical decisions when life changes happen?

In this episode of the Buried in Work podcast, host Adam Zuckerman interviews Courtenay Shipley, the founder and planologist at Retirement Planology, to discuss how retirement plans play a crucial role in estate planning. With over 20 years of experience in the retirement planning industry, Courtenay shares her expertise on crafting retirement plans that not only benefit employees but also contribute to a smoother estate transition.

Show Links

• To discover more about Retirement Planology: Visit her Website
• Connect with Courtenay Shipley on LinkedIn
• Visit Buried in Work for more episodes and resources.
• Use code BIWPodcast for 10% off products at Buried in Work.

Don’t miss out on future episodes! Subscribe to the Buried in Work podcast to get expert tips and insights from professionals in the estate planning industry.

Chad Hufford, founder of Veritas Wealth Management, shares insights on financial planning, investment mindset, and creating high-performance habits. He emphasizes the importance of teaching financial literacy to children from a young age and starting financial planning early in life. Chad discusses the need to have clear objectives and goals for financial planning, including determining the amount of income needed to live comfortably without a paycheck. He also highlights the costly mistakes that investors often make, such as ignoring their finances until a triggering event occurs and misinterpreting the importance of income in achieving financial independence. Chad encourages listeners to shift their mindset from focusing on accumulating currency to preserving purchasing power over a lifetime. He shares stories of blue-collar millionaires who achieved financial independence through discipline, focus, and strategic financial habits. Chad's key takeaway is for individuals to take ownership and agency over their financial future and not wait for an emergency to start planning.

Takeaways

• Teach financial literacy to children from a young age and start financial planning early in life.
• Have clear objectives and goals for financial planning, including determining the amount of income needed to live comfortably without a paycheck.
• Avoid costly mistakes such as ignoring finances until a triggering event occurs and misinterpreting the importance of income in achieving financial independence.
• Shift mindset from accumulating currency to preserving purchasing power over a lifetime.
• Learn from the stories of blue-collar millionaires who achieved financial independence through discipline, focus, and strategic financial habits.
• Take ownership and agency over your financial future and start planning early.

Show Links

• Visit Veritas Wealth Management to learn more about Chad Hufford’s financial planning services.
• Follow Veritas Wealth Management on Instagram: @Veritas.Alaska
• Visit Buried in Work for more episodes and resources.
• Use code BIWPodcast for 10% off products at Buried in Work.

Don’t miss out on future episodes! Subscribe to the Buried in Work podcast to get expert tips and insights from professionals in the estate planning industry.

In this insightful episode of the Buried in Work podcast, host Adam Zuckerman sits down with Larry Macklin, President-Elect of the National Association of Estate Planners and Councils (NAPEC).

With over 40 years of experience, Lawrence shares his journey from CPA to tax attorney to a leading figure in estate planning. He highlights the importance of collaboration among professionals in providing the best estate planning services, discusses the vital resources NAPEC offers, and explains why having an accredited estate planner is crucial for effective estate planning.

𝐖𝐡𝐚𝐭 𝐘𝐨𝐮'𝐥𝐥 𝐋𝐞𝐚𝐫𝐧:

1. 𝐓𝐡𝐞 𝐑𝐨𝐥𝐞 𝐨𝐟 𝐍𝐀𝐏𝐄𝐂: How NAPEC supports over 270 member councils and 30,000 individual members with invaluable resources and education.

2. 𝐂𝐨𝐥𝐥𝐚𝐛𝐨𝐫𝐚𝐭𝐢𝐯𝐞 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠: Why estate planning should involve collaboration among attorneys, CPAs, financial advisors, and other professionals to maximize client outcomes.

3. 𝐈𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐜𝐞 𝐨𝐟 𝐀𝐜𝐜𝐫𝐞𝐝𝐢𝐭𝐚𝐭𝐢𝐨𝐧: What sets the Accredited Estate Planner (AEP) and Estate Planning Law Specialist (EPLS) designations apart, and why they are essential for professionals.

4. 𝐓𝐢𝐩𝐬 𝐟𝐨𝐫 𝐄𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠: The importance of starting estate planning today, regardless of your wealth, to ensure your wishes are honored and your loved ones are protected.

5. 𝐅𝐮𝐭𝐮𝐫𝐞 𝐓𝐫𝐞𝐧𝐝𝐬 𝐢𝐧 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠: Insights on the evolving nature of estate planning, including changing tax laws and the growing role of technology.

If you're an estate planning professional, make sure you're leveraging the collaborative resources that NAPEC offers. Visit naepc.org to learn more and see how you can enhance your practice.

• Visit Buried in Work: for more episodes and resources.

• Use code 𝐁𝐈𝐖𝐏𝐨𝐝𝐜𝐚𝐬𝐭 for 10% off products at Buried in Work.

Don’t miss out on future episodes! Subscribe to the Buried in Work podcast to get expert tips and insights from professionals in the estate planning industry.