Podcast appearances and mentions of david edey

If 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 David Edey, a Certified Executor Advisor with over 40 years of experience in estate and legacy planning. David knows firsthand the cost of not having your affairs in order. After settling his own parents' estate took seven years, $50,000 in legal fees, and a toll on his health, he made it his mission to help others avoid the same fate. He breaks down the critical steps every entrepreneur, especially Black business owners, needs to take to create a clear succession plan, protect their assets, and ensure their business can live on.   DURING THIS EPISODE YOU'LL LEARN: What succession planning really is and why it's essential for your business from day one The real-life consequences of not planning ahead and why generational wealth stops without preparation How to start identifying and training a future leader within your business Why a will, a power of attorney, and succession plan are non-negotiables for business owners What role your digital assets and business documents play in protecting your legacy   Don't miss out on the resources mentioned in this episode by checking out the show notes at blacktobusiness.com/251   Thank you so much for listening! Please support us by simply rating and reviewing our podcast!   Got a question? We'd love to answer it in an upcoming Q&A. Simply record your quick question → https://blacktobusiness.com/QA    Connect with us on Instagram:  https://www.instagram.com/blacktobusiness/    Don't miss an update! Sign up for our weekly newsletter: https://blacktobusiness.com/mailinglist

Certified Executor Advisor and author David Edey explains the key role that having the right insurance plays in your estate planning, and the biggest tip for how to find it.Hear David's full interview in Episode 64 of Let's Talk Legacy.

Certified 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.

Yvette 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.

Author and executor advisor David Edey shares how to prepare your estate and your executor to leave a legacy behind instead of a mess.

David 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.

With the holidays upon us, when's the best time to have these family talks? Who wants to argue over money about our family affairs? We speak with David Edey, a Certified Executor Advisor (CEA). We discussing who should you make as your executor so when you pass away, you don't have a lot of family drama and fighting over your money. We discuss if you should make a professional your executor or if it's a better option to make a family member your executor. Tune in now this is the conversations we don't have. We discuss generational wealth, but what good is it if your money isn't left in the right hands?Black Men Sundays is ranked #15 of the top 80 Black Wealth Podcasts on https://podcasts.feedspot.com/black_wealth_and_investing_podcasts/

In 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

Are you interested in learning how to live longer, happier, and a healthier life? What are the secrets to living longer? David Edey has a conversation with Dr. Joe Casciani, founder of the Living to 100 Club. He is also the author of "Living Longer is the New Normal." Dr. Casciani shares valuable wisdom on navigating the complexities of aging and addressing cognitive challenges. Also discussed is the importance of having a positive mindset for healthier living. For David's book, other resources and more visit www.davidedey.com 

Are you interested in learning how to live longer, happier, and a healthier life? What are the secrets to living longer? David Edey has a conversation with Dr. Joe Casciani, founder of the Living to 100 Club. He is also the author of "Living Longer is the New Normal." Dr. Casciani shares valuable wisdom on navigating the complexities of aging and addressing cognitive challenges. Also discussed is the importance of having a positive mindset for healthier living. For David's book, other resources and more visit www.davidedey.com 

The Stuph File Program Featuring magnet fishing enthusiasts, James Kane & Barbie Agostini; Dr. Christine Sheppard from American Bird Conservancy; & Stuart Nulman with Book Banter Download James Kane & Barbie Agostini are a couple who go magnet fishing.  They recently hauled a safe out of the water that had plenty of loot in it. Dr. Christine Sheppard is the director of the Glass Collisions Program at the American Bird Conservancy and talks about the danger to birds that windows are and what you can do about it. Stuart Nulman with another edition of Book Banter. This week's reviewed title is The Teacher by Freida McFadden (Poisoned Pen Press, $26.99). You can also read Stuart's reviews in The Montreal Times. This week's guest slate is presented by Financial Advisor and Certified Executor Advisor, David Edey, author of Executor Help: How to Settle an Estate Pick an Executor and Avoid Family Fights.

Be 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 Family Fights": https://amzn.to/3S5vBk4 THANK YOU FOR LISTENING! #assetprotection #estateplanning #estate2024 #AboutThatWallet Get My Habit Journal: https://amzn.to/3U4r44 Join the About That Wallet Newsletter! https://aboutthatwallet.com/newsletter Continue to support the show by subscribing, sharing and leaving comments on your favorite platforms. This help others like yourself find me.   Spotify: https://open.spotify.com/show/4cvhtqNV7QCMbk2vD0HGCk?si=rqwIGhxaSW-vPlJOOAX3KQ YT: https://youtube.com/c/ABOUTTHATWALLET Apple: https://podcasts.apple.com/us/podcast/about-that-wallet/id1521474041 ___________ AFFILIATES/SPONSORS: DISCLAIMER: these are sponsored links in which I get paid and you can benefit for being a listener to the podcast. Gain access to over 5,000 training videos to increase your skillset: https://shopakanundrum.com/?ref=atw Shop on Amazon: https://amzn.to/3tiWXW8 Get Amazon Prime: https://amzn.to/3ORzaHl Read books on Kindle Unlimited: https://amzn.to/3OBcOdu My equipment: Rode Caster Pro - https://amzn.to/3i596tF Streamyard - https://streamyard.com?pal=4718936395612160 SHURE SM7B Dynamic Microphone - https://amzn.to/3AbV040 Microphone Stand - https://amzn.to/3NIeBfz Listen to the show on Audible: Try Audible and get 2 free books - https://amzn.to/3tWuDdJ __________ Follow Me: IG: https://instagram.com/aboutthatwallet Twitter: https://twitter.com/aboutthatwallet Website: https://aboutthatwallet.com Email: Anthony@aboutthatwallet.com -- DISCLAIMER: I am not a CPA, attorney, insurance, contractor, lender, or financial advisor. The content in this audio are for educational purposes only. You must do your own research and make the best choice for you.  Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments. If you need advice, please contact a qualified CPA, CFP, an attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Episode: 231 --- Send in a voice message: https://podcasters.spotify.com/pod/show/aboutthatwallet/message Support this podcast: https://podcasters.spotify.com/pod/show/aboutthatwallet/support

Money Life goes to the Fin Con Expo this week, with Chuck in New Orleans at the annual gathering of financial content creators, which is a mix of bloggers, podcasters, freelance writers, fin tech companies and forward-thinking financial minds, and you will hear from Preston Yadegar of Shareholder Vote Exchange (a company helping investors sell the votes on their shares), David Edey of the Executor Help podcast, Anthony Rushing of First Loan HELOC (which is working to help investors use credit lines to replace mortgages to save on home ownership and interest costs), and fraud expert Kathy Stokes of AARP. Plus, every Thursday starts with the ETF of the Week, and Tom Lydon of VettaFi does something he has not done in the history of Money Life, namely pick a fund that is NOT an ETF, though it has aspirations -- and hopes -- of being one someday.

David Edey is our guest on the Living to 100 Club podcast. David is a Certified Executor Advisor and has been in the financial planning industry for 35 years. From personal experience, David shares the problems that arise when families resist, avoid, and ignore conversations about death and the need for estate planning. When settling an estate, we learn that parents often do not convey their wishes out of fear of upsetting their children or procrastinate on conversations about inheritance or end of life wishes. Up to 50% of older adults do not have a will or an estate plan. And executors, when designated, can expect to spend up to 100 hours over 18 to 24 months to settle the estate even when there is a will. Tune in to hear why David says, “the biggest gift of love is to leave an estate that is organized.” Mini Bio David E. Edey is a Certified Executor Advisor (CEA) who has worked in the financial planning industry for more than 35 years. But David is not just an expert; he is someone who knows this topic inside and out from personal experience, having spent seven years and $50,000 in lawyer fees to come to an agreement with his siblings over settling his parents' estate. And that was with a written will!  The grief, frustration, and stress of that experience were life-altering for David. He was determined to write a book in order to help others successfully navigate the difficult tasks of estate planning and executorship—so that their families could stay together, rather than fall apart. For Our Listeners David's Website: David Edey David's Discounted E-book and Audiobook for Club Listeners: https://buy.bookfunnel.com/ij75rikwqy

David Edey is our guest on the Living to 100 Club podcast. David is a Certified Executor Advisor and has been in the financial planning industry for 35 years. From personal experience, David shares the problems that arise when families resist, avoid, and ignore conversations about death and the need for estate planning. When settling an estate, we learn that parents often do not convey their wishes out of fear of upsetting their children or procrastinate on conversations about inheritance or end of life wishes. Up to 50% of older adults do not have a will or an estate plan. And executors, when designated, can expect to spend up to 100 hours over 18 to 24 months to settle the estate even when there is a will. Tune in to hear why David says, “the biggest gift of love is to leave an estate that is organized.” Mini Bio David E. Edey is a Certified Executor Advisor (CEA) who has worked in the financial planning industry for more than 35 years. But David is not just an expert; he is someone who knows this topic inside and out from personal experience, having spent seven years and $50,000 in lawyer fees to come to an agreement with his siblings over settling his parents' estate. And that was with a written will! The grief, frustration, and stress of that experience were life-altering for David. He was determined to write a book in order to help others successfully navigate the difficult tasks of estate planning and executorship—so that their families could stay together, rather than fall apart. For Our Listeners David's Website: David Edey David's Discounted E-book and Audiobook for Club Listeners: https://buy.bookfunnel.com/ij75rikwqy See omnystudio.com/listener for privacy information.

David Edey is our guest on the Living to 100 Club podcast. David is a Certified Executor Advisor and has been in the financial planning industry for 35 years. From personal experience, David shares the problems that arise when families resist, avoid, and ignore conversations about death and the need for estate planning. When settling an estate, we learn that parents often do not convey their wishes out of fear of upsetting their children or procrastinate on conversations about inheritance or end of life wishes. Up to 50% of older adults do not have a will or an estate plan. And executors, when designated, can expect to spend up to 100 hours over 18 to 24 months to settle the estate even when there is a will. Tune in to hear why David says, “the biggest gift of love is to leave an estate that is organized.” Mini Bio David E. Edey is a Certified Executor Advisor (CEA) who has worked in the financial planning industry for more than 35 years. But David is not just an expert; he is someone who knows this topic inside and out from personal experience, having spent seven years and $50,000 in lawyer fees to come to an agreement with his siblings over settling his parents' estate. And that was with a written will! The grief, frustration, and stress of that experience were life-altering for David. He was determined to write a book in order to help others successfully navigate the difficult tasks of estate planning and executorship—so that their families could stay together, rather than fall apart. For Our Listeners David's Website: David Edey David's Discounted E-book and Audiobook for Club Listeners: https://buy.bookfunnel.com/ij75rikwqy See omnystudio.com/listener for privacy information.

David Edey is our guest on the Living to 100 Club podcast. David is a Certified Executor Advisor and has been in the financial planning industry for 35 years. From personal experience, David shares the problems that arise when families resist, avoid, and ignore conversations about death and the need for estate planning. When settling an estate, we learn that parents often do not convey their wishes out of fear of upsetting their children or procrastinate on conversations about inheritance or end of life wishes. Up to 50% of older adults do not have a will or an estate plan. And executors, when designated, can expect to spend up to 100 hours over 18 to 24 months to settle the estate even when there is a will. Tune in to hear why David says, “the biggest gift of love is to leave an estate that is organized.” Mini Bio David E. Edey is a Certified Executor Advisor (CEA) who has worked in the financial planning industry for more than 35 years. But David is not just an expert; he is someone who knows this topic inside and out from personal experience, having spent seven years and $50,000 in lawyer fees to come to an agreement with his siblings over settling his parents' estate. And that was with a written will!  The grief, frustration, and stress of that experience were life-altering for David. He was determined to write a book in order to help others successfully navigate the difficult tasks of estate planning and executorship—so that their families could stay together, rather than fall apart. For Our Listeners David's Website: David Edey David's Discounted E-book and Audiobook for Club Listeners: https://buy.bookfunnel.com/ij75rikwqy

In today's episode, we have guest David Edey, a Certified Executor Advisor (CEA) who has worked in the financial planning industry in Montreal for more than 35 years. David has advised hundreds of clients, written over 200 articles about personal finance, and shared his expertise on radio and television many times. David isn't just an expert; he is someone who knows this topic inside and out from personal experience, having spent seven years and $50,000 in lawyer fees to come to an agreement with siblings over his parents' estate. And that was with a written will! The grief, frustration, and stress of that experience was life-altering for him.Join us as we discuss: Meeting the uncomfortable edge of having end-of-life conversations (and how to get that convo started)Busting the myth that end-of-life planning is for later on in lifeAvoiding disputes in the family over wishes & estateDavid's book that supports you in navigating these conversations, being an executor, what to know about having a will, getting your estate in placeDigital assets- what you need to know now that things are onlineYou can connect with David here : Facebook: https://www.facebook.com/prepareyourexecutorprotectyourfamilyTwitter: https://twitter.com/DavidEEdeyLinked In: https://www.linkedin.com/in/david-edey-cea-b524342/Website: https://www.davidedey.com/Get the book: https://www.davidedey.com/buyexecutorhelpbook.htmlReconnect to your true self- If you're ready to step into a new chapter of reconnecting to the woman you want to be, getting crystal clear on your purpose, being fully cared for & supported and feeling confident from the inside-out ->book a FREE Confidence Call here.

This 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 - Adam Jenkins Facebook - Adam Jenkins LinkedIn - Adam Jenkins Twitter - Adam Jenkins Stonecitywealth.com - Sponsor

On 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), currently with The Wealth Management Group. David is also an experienced writer of personal finance and investment strategy articles, which have appeared in newspapers and magazines across the country. He has also authored three books "Smart Money Strategies for the Canadian Mutual Fund Investor" and co-author of "Beyond Mutual Funds, The Guide to Canadian Wrap Accounts" and "Executor Help How to Settle an Estate, Pick an Executor and Avoid Family Fights".

DAVID E. EDEYHe is a Certified ExecutorAdvisor (CEA) who hasworked in the financialplanning industry inMontreal for more than 35years.He is the author of TheExecutor Help: How toSettle an Estate. He alsohosts the podcast of thesame name.***"No one likes talkingabout death andinheritances before theyabsolutely have to, but asI've learned from personalexperience, having theseconversations earlier,rather than later, will savea lot of time and money."

60% of Canadians don't have a will, leaving many families in a precarious situation. Putting a plan in place for your estate means giving thought to the people you are leaving behind because a legacy isn't what you leave people but how you leave them. In this episode, David Edey, Certified Executor Advisor (CEA) and author of “Executor Help: How to Settle an Estate – Pick an Executor and Avoid Family Fights” and podcast host of “Executor Help,” joins the show to share his own experience with being an executor and the common missteps that many make in estate planning and how to avoid them. Read the full show notes and find more information here: RPS Ep 29 Show Notes  

In 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 David provides in this podcast interview, so you definitely don't want to miss it. To contact David, or purchase his book, visit: https://www.davidedey.com

Have 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 about death and inheritances before they have to, but David has learned that having these conversations earlier rather than later will save time and money. I sat down with David this week to talk about digital assets and how you can prepare your executor (and your family members) to make life easier when you're gone. You can find the show notes for this episode at https://maplemoney.com/213 This episode of The MapleMoney Show is brought to you by Retire Happy. Retire Happy has been providing top-quality information and resources on retirement, investing, and estate planning for over 20 years and was named the best personal finance blog by The Globe and Mail. The Retire Happy VIP Members Library includes subscriber-only downloads, including an Annual Financial Checkup and checklists to help you with everything from reviewing your portfolio, to what you need to know about your duties as an executor. Become a Retire Happy VIP, by signing up for free at https://retirehappy.ca/subscribe

November is will month. Do you have a will? Is it up to date? Do your parents have a will? Do you know who has been named executor? David Edey is a Certified Executor Advisor with over 35 years' experience. He also spent 7 years in court when a sibling contested their parent's written will, so he is passionate about helping families get their affairs in order to save them from strained family relationships and chaos. I was my father's executor and I know how unprepared I was for the task. David is here to help!You can find David's book “Executor Help Book” here:The Executor Help Podcast - https://executorhelp.libsyn.com/And follow David on social media:Facebook Twitter LinkedIn Hosted on Acast. See acast.com/privacy for more information.

In 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 Help - How to settle on a state - pick an executor and avoid family fights.2.30: The executor is going to be the individual who's going to make sure that the person who has written will, their wishes that's written in the will is going to be carried out.4.16: As per David you want to prepare your executors as much as possible, but you also have to have the conversations with them. You have to let them know what your wishes are, and you are going to make sure that you help them with a bunch of professionals around them.6.10: When there is a death in the family or there is a death, people are traumatized, and you can be fumbling around looking for things when you are traumatized.08.20: As per Jason, people's perception of what's fair can change over time and he finds that in the end of the life of a parent you never have an equitable split in terms of time supporting that parent amongst the kids.10.24: People lose their minds and there's a sense of entitlement all of a sudden when it comes to an estate.12.06: As an executor, you also have to understand that there is legal liability for you to make sure that the estate gets settled, make sure that the taxes are being taken care of, and also to keep yourself from being litigated by the beneficiaries.13.35: Don't pay any beneficiaries until you've taken care of all of the debts and the taxes, because if it comes back that the estate owes money, try to get that money from the beneficiaries. 18.15: As a business owner, if you don't think about what is going to happen to the business in case something happens to you suddenly, you are leaving your family in chaos. You are leaving them disorganized.20.32: As a business owner you need to have some sort of plan in terms of what would happen if something happened to you. You need to create an estate plan. You need to create a succession plan and update it regularly with lawyer and accountant.3 Key Points:David talks about the role and responsibilities of the executor and what needs to be done to make sure that this is a success.David talks about preparation of the estate and how we basically set the stage for success.It's very important to make sure you are working with an accountant that is professional because they can make sure that the taxes and debts are paid first before you start going out any of the cash.Tweetable Quotes:"99% of the individuals who are left to be an executor have absolutely no idea what to do or where to start." – David"The reason for the book is to get people to make the moves, to have the will and also have the conversations with the executive." - David"You really don't know about somebody until you have to share an inheritance with them." - David "While the individual is still alive, I would suggest having a conversation with their executor, but also have the conversation with the beneficiaries or family members. And this is probably a touchy point for a lot of people because people don't want to have those uncomfortable conversations." - DavidResources Mentioned:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInhttps://www.davidedey.com/https://mobile.twitter.com/davideedey Hosted on Acast. See acast.com/privacy for more information.

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 the triangle of conflict, amongst other thingsThe professionals you need to settle your estateSafe guarding and handling your digital assetsThe questions that arise and the process to begin getting your will and estate planning in placeHow to avoid sibling rivalryThe best way to handle the death of a parent...and more!About The Guest:Be sure to connect with David and visit his website https://www.davidedey.com toListen to his podcastPurchase the bookAccess the executor checklistTake the quiz: What Kind of Family Are You?About the Hosts:About Dimple Arora – Founder of Mindful EvolutionDimple Arora is the founder of Mindful Evolution (ME) — a parenting movement that aims to empower parents and their kids towards positive transformation and life changing results...one thought, one emotion and one choice at a time.Dimple is an expert in women and teen empowerment and specializes in helping individuals reduce the debilitating effects of stress and anxiety using mindfulness, nutrition, EFT tapping and other energy psychology modalities. Dimple is a Certified Life Coach, EFT and NLP Practitioner, Holistic Nutritionist and Energy Therapist. She holds degrees in mathematics, business, and education and was previously employed in the corporate world and as a high school math teacher.You can book a complimentary coaching call with Dimple on her website at https://www.mindfulevolution.ca and connect with her on social media. Facebook: https://www.facebook.com/DimpleMindfulEvolutionInstagram: https://www.instagram.com/dimple.holisticlifecoachThanks for Listening!We are so grateful to have you join us! To continue the conversation and connect with us and other like minded moms, head on over to join our free Facebook I AM MOM Parenting Community! We are honoured to use this podcast as a platform for real mom conversations that help you feel inspired to take action to create a family environment where everyone can thrive. We want you to not only feel inspired as a parent, but as a WOMAN. If you know of someone who can benefit from this message or who would be an awesome addition to our community, please share using the social media buttons on this page!Please post questions or notes about this episode in the comments section below! Follow Us!We would love to keep you Follow Us! updated on every episode! To get automatic updates of new podcast episodes released every week, please follow

#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 wealthy.  We talk about how digital assets form part of the estate plan.  We dive into what factors we, as parents, should consider when selecting an executor for our estate, and when it makes sense to consider obtaining a professional third-party.  We discuss the importance of involving our kids in conversations about our estate.  And the critical importance of having an up-to-date will, especially to make sure we have a say as to who is raising our kids, in the event something happens to us.  We also cover practical tips on what we can do to make it easier on our executors, while we are still here, and talk about some of the key professionals an executor may need to engage to settle the estate.Show notes and more at:https://moneydadpodcast.com/session032

Spoiler 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 not families plan accordingly in advance, communicate clearly with one another, and are willing to put petty and selfish differences aside.  Enjoy listening!  What we learned from David Edey in this episode: - Reality bites: The negative implications of not having a will. - Why should you have a will? (... a look at how things will happen when everything is organized.) - The book by “Executor Help” — how a difficult yet important topic explained in a clear, practical, and human way.  - Why should you have a will for your online accounts too? - Estate Planning — what should you prepare and consider when making a will?   Success Quotes: "The biggest gift of love that you could leave to your family is to have an organized estate. You want to leave a legacy, not a legacy and a mess.” -David Edey “It's not about what you leave them, it's how you leave them.” -David Edey Timestamp: 00:00 - Intro 00:39 - David describes what a Certified Executor Advisor does and how he came into this profession.  04:18 - What small steps can people take today to remedy the situation they're in of not having a will? 08:13 - What actually happens if you don't have a will and you have not named an executor? 10:39 - When you have a will in place, how smooth sailing is it? 17:01 - From a legal point of view, what happens to your portfolio when you're no longer there? 19:59 - David talks about the things that you should prepare and consider when making a will.   21:42 - How some families break because of having no will.  24:47 - David shares his final piece of advice.  26:17 - Ways to connect with David Edey. 27:12 - Outro  About the Guest: David Edey is the author of the book, Executor Help, a Certified Executor Advisor (CEA) who has worked in the financial planning industry in Montreal for more than 35 years. Connect with David Edey here:  Website: https://www.davidedey.com/   Connect with Us: Facebook Page: https://www.facebook.com/restateinvestorsclub/  Email: reic@clubimmobilier.ca  Axel Monsaingeon's LinkedIn: https://www.linkedin.com/in/axel-monsaingeon-42577b28/  Axel Monsaingeon's Instagram:  https://www.instagram.com/monsaxel/  Terrie Schauer's LinkedIn: https://www.linkedin.com/in/terrieschauer/  Terrie Schauer's Instagram: https://www.instagram.com/terrieschauer/ 

In this episode Axel interviews David Edey, a Certified Executor Advisor, speaker and bestselling author to talk about something no one wants to talk about but should: how you can prepare an estate plan and executor to avoid putting your family in danger.    Estate planning is all about protecting your loved ones. This plan is an important part of planning for the future, no matter who you are, but real estate owners have unique needs that make it crucial.    David and Axel dive deep into the important step in the estate planning process that is determining WHO WILL BE YOUR EXECUTOR, the one who will make decisions on your behalf if you're unable to do so yourself, and how to choose one.   Additionally they talk about the difference between an estate plan and a will, the importance of planning ahead of time and words of advice for families so they don't get ripped apart based on the legacy they leave behind. Stay tuned!    David offers a wealth of resources on his website including 50 most common questions executors ask and an Executors Checklist. Be sure to check them out HERE    Get David's book here Executor Help: How to Settle an Estate Pick an Executor and Avoid Family Fights.   Please subscribe to the show, share it with a friend and send us feedback. Visit www.realestateeffect.ca and follow me on IG @monsaxel   Who is David? David is a Certified Executor Advisor (CEA) who has worked in the financial planning industry in Montreal for more than 35 years.   He is a speaker and the best selling author of Executor Help: How to Settle an Estate, Pick an Executor. Currently Sr. Advisor at TWMG (The Wealth Management Group in St. Laurent, Quebec. Connect with David E. Edey:  Linkedin Twitter Web Facebook Connect with Axel Monsaingeon: Linkedin  Real Estate Effect Web Facebook Instagram Youtube

It'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 own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.

If 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 

Being an executor of a will is no easy task and we have David Edey, a certified executor advisor, here to help with what we can do best to prepare you if you are chosen. Find out more at davidedey.com.

Cash Stuffing is making a comeback. TikToker Courtney Krandel  takes us through how this budgeting method works and why it's become so popular.  And, how to save for retirement with the culture of now mindset. Myron Genyk from Evermore Capital is here to share his long-term saving tips. Then, what you need to know if you've been chosen as an executor of an estate. Certified executor advisor David Edey is here to take us through his book Executor Help: How to Settle an Estate, Pick an Executor and Avoid Family Fights.   And, a new refinancing tool from HomeStars and Perch to help you with your renovation project. Plus, I'll speak to Brandon Beavis, founder of The Investment Academy about financial literacy and the basics of the stock market. To find out more about the guests check out: David Edey: com Shir Magen: LinkedIn HomeStars: Instagram Courtney Krandel: TikTok | fund Evermore Capital: ca | Twitter | LinkedIn Myron Genyk: Twitter | LinkedIn Brandon Beavis: YouTube | Instagram | Facebook Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

Karen 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.

None of us like to think about anything bad happening to us BUT we all know that at some point it will. Too often we aren't ready for that. We don't have things in place to help our loved ones manage all the details of our lives after we pass away OR if we are medically not capable of making decisions. I know it isn't a sexy topic and I know that it seems a bit morbid to think about now but it is so very important. What happens to your kids? How will they be cared for? How will people access funds to take care of your children and their needs? Where are all your important documents? All of these things and more are so very important and we need to have a plan in place, especially as single moms. Today we talk with David Edey who wrote the book on helping executors know all the things they will need to know as well as what YOU need to know to help them. Learn more about your ad choices. Visit megaphone.fm/adchoices

I am a Certified Executor Advisor (CEA) who has worked in the financial planning industry in Montreal for more than 35 years. I've advised hundreds of clients, written over 200 articles about personal finance, and shared my expertise on radio and television myriad times.  But I am not just an expert; I am someone who knows this topic inside and out from personal experience, having spent seven years and $50,000 in lawyer fees to come to an agreement with siblings over my parents' estate. And that was with a written will!  The grief, frustration, and stress of that experience were life-altering for me. I was determined to write this book in order to help others successfully navigate the difficult tasks of estate planning and executorship—so that other families could stay together, rather than fall apart. https://buy.bookfunnel.com/ij75rikwqy

George Noory and financial planner David Edey discuss strategies for settling estates after a parent or spouse dies, what to do when there is no written will or instructions on how to distribute assets, and how people's sense of entitlement to money can tear families apart. See omnystudio.com/listener for privacy information.

Bill 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.

In this episode, we're talking with David Edey of Executor Help who is an estate planner of a Wealth Management Group. You will learn in this episode how important to have a succession plan to take one step further as a business owner and how it differs from an estate plan.

David talks with bestselling author and Family Legacy Planner Cindy Arledge on why there are family breakdowns when there is a death. For more on David and his book or resources visit David Edey.com

David sits down with Jon Braddock Author Click Here When I Die and the co-founder of My Life & Wishes. You're never really prepared when a loved one passes away. That's why it's important as the adult child of an aging parent that you have the conversation before it's too late.   For David's book, other resources, and more visit David Edey.com

David sits down with Psychologist Marianne Van Oyen to talk about How to Handle Grief. How to understand the shock and loss. What you need to do is get things done and capitalize on the energy. Even when you might be feeling everything is surreal. For David's book, resources, and more visit David Edey.com

Tiffany 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 just an expert; he is someone who knows this topic inside and out from personal experience, having spent seven years and $50,000 in lawyer fees to come to an agreement with siblings over his parents' estate. And that was with a written will! The grief, frustration, and stress of that experience was life-altering for him. David was determined to write his book, Executor Help, in order to help others successfully navigate the difficult tasks of estate planning and executorship—so that other families could stay together, rather than fall apart. Connect with David Website: https://www.davidedey.com Twitter: @DavidEEdey Facebook: https://www.facebook.com/prepareyourexecutorprotectyourfamily Connect with Tiffany on Social Media Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant

After David Edey's parents died, it took seven years, 10 court appearances, and $50,000 in legal fees to settle his parents' estate. And they had a will!  David Edey's experience inspired him to write his book Executor Help: How to Settle an Estate Pick an Executor and Avoid Family Fights. In this interview, we talk about how estate planning can save you time and money, what you need to do if you're an executor, and more.  Check out David's website for the resources he mentioned in the show. Subscribe to the Purpose of Money Podcast and follow PoM on social media so you never miss an episode.

Our chances of death are 100%, so that means at some point in your life you will probably experience the death of a loved one, and you'll need to prepare for your own passing. Choosing the right executor can make a traumatic time more bearable. The role of executor is not an easy one, which is why it is important to choose wisely.  In this episode of Retirement Starts Today, you'll hear an interview with executor expert, David Edey. David has recently written a book titled How to Pick an Executor and Avoid Family Fights. After listening to this interview you'll be able to choose and become an exemplary executor.  Outline of This Episode [2:32] How to prepare your executor [4:37] Should you hire a 3rd party or ask a family member [10:15] How to be the world's best executor [15:34] More about David's book What you can do to prepare your executor David learned how to be a rock star executor from his own challenging family experience. It took him 7 years, 10 court appearances, and $50,000 in lawyers' fees to settle his parents' estate and they both had a will! Everyone seems to know someone with an executor horror story which is why he decided to write his book. David wants to teach others how they can choose or be a fantastic executor. If you ask someone to become your executor, you must ensure that they have all the tools they need to perform their duty. Make sure to have an up-to-date will in place. Talk with your beneficiaries so that they know what to expect when the time comes. Your digital assets and files should be organized and easily accessible. No one wants to be looking around for missing paperwork when they are dealing with the loss of a loved one. Make it as easy as possible for the executor to get the job done.  How to choose an executor Families can fall apart when it's time to settle an estate which is why it is important to carefully choose an executor. You could choose a family member, a friend, or a third party. If you choose to hire a third party there will be many fees involved. If you choose one of your children over another it is important to communicate with both the chosen executor and the other children to ensure that you help to keep the family harmony after you pass.  There is no one right way to choose an executor, but you should consider the health and age of the chosen executor. It is important to choose someone who can keep the dynamic that you want to set for the estate and that can get the job done.  How to be a fantastic executor If you have been chosen to be an executor you need to ask plenty of questions. It is important to understand where important documents, passwords, and information are. Insist that the will is up to date and that everything is labeled in an easy-to-find location. David's book has a wealth of resources that can walk you through the process of being an executor. He explains the protocols for shutting down social media, bank accounts, and other online accounts. You can also check out David's Executor Help podcast.  Family dynamics can fall apart when a loved one passes. Doing the proper preparations for your passing may be challenging now, but it will pay off in the long run. Doing so will ensure that you leave a legacy and not a mess.  Connect with David Edey How to Pick an Executor and Avoid Family Fights Executor Help podcast Executor Help on Facebook @DavidEEdey on Twitter Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/ Follow Ben on Twitter: https://twitter.com/retiremeasap Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter Subscribe to Retirement Starts Today on Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify

David talks with Paul Nazareth VP of the Canadian Association of Gift Planners. There are so many benefits to charitable giving. Yes, there are the tax benefits but more importantly, you're donating to the causes you believe in and doing good for others.   For David's book, resources, and more visit David Edey.com

The Stuph File Program Featuring historian David Edey, author of Executor Help: How to Settle an Estate Pick an Executor and Avoid Family Fights; Christopher Turner, founder of The Ring Finders; & Peter Franklin the Gabby Cabby Download Financial advisor and Certified Executor Advisor, David Edey, is the author of Executor Help: How to Settle an Estate Pick an Executor and Avoid Family Fights. Christopher Turner is the founder of The Ring Finders, an international group of metal detector enthusiasts who will help you find your lost rings.  (You can also check out some of their heartwarming videos on YouTube). Peter Franklin the Gabby Cabby, shares a slice of the Big Apple, from his yellow mobile conveyance lounge. Now you can listen to selected items from The Stuph File Program on the new audio service, Audea. A great way to keep up with many of the interviews from the show and take a trip down memory lane to when this show began back in 2009, with almost 600 selections to choose from! This week's opening slate is presented by Paul Graif, the News Director of K103 Kahnawake. Click below to order directly from Amazon.com

David sits down to talk with Charles Ticker. Sibling estate fights are not only about money. Children, both young and adult, compete for the love of their parents. With over 40 years of experience as a lawyer. He has chaired and spoken at several conferences on various estate litigation and mediation issues. Charles is also the author of Bobby Gets Bubkes- Navigating the Sibling Estate Fight. To reach Charles Ticker For David's book, resources, and more visit David Edey.com