Podcasts about transition planning

Transitions are a natural part of life, but that does not make them easy. Whether a learner is moving from ABA services into school, transitioning to a new provider, entering adulthood, or adjusting to a different level of support, these changes can bring uncertainty, fear, and big emotions for everyone involved. In this conversation, we explore why transitions can feel overwhelming and how thoughtful planning can make them more successful for both learners and families.We discuss the importance of starting transition planning early, working backward from long-term goals, and focusing on the skills that will matter most in the next environment. We also share practical ways to support learners through gradual exposure, collaboration across teams, and meaningful opportunities to build independence. Just as importantly, we talk about supporting families with clear communication, compassion, and realistic expectations throughout the process.When transition planning is proactive, collaborative, and individualized, it helps learners move forward with greater confidence while giving families the support they need during times of change.What's Inside: Why transitions can be challenging for learners, families, and professionalsPractical strategies for smoother transitions across settings and stages of lifeHow early planning and collaboration lead to better long-term outcomesMentioned in This Episode:Episode 109: Autism Back to School AdviceHowToABA.com/joinHow to ABA on YouTubeFind us on FacebookFollow us on Instagram

Entering retirement in 2026? Longevity, inflation, healthcare costs, and market volatility are converging like never before. Discover why shifting to an income-first strategy could be the smartest move you make - and how to start setting one up today. For more, visit https://meliagroup.com/retirement-financial-planning/ Melia Advisory Group City: Tulsa Address: 5424 S Memorial Dr Website: https://www.meliagroup.com/

Let us know what you think!Ryan Garay joins the show to discuss military transition, leadership, networking, LinkedIn, and finding success after service.In this episode, we cover:Lessons from becoming a Green Beret Military transition and civilian career growth Why LinkedIn is essential for veterans Overcoming imposter syndrome Careers in defense tech and business development Financial stability and strategic job choices Faith, resilience, and community support Helping veterans find purpose after service Key Takeaways:Networking matters more than most people realize LinkedIn is one of the best tools for career growth Small and mid-sized companies can offer strong opportunities Imposter syndrome is common but can be overcome Faith and community can help veterans navigate uncertainty Chapters:00:00 Authenticity in Podcasting and Storytelling 03:08 Ryan Garay's Journey to Becoming a Green Beret 05:59 Leadership Lessons from Military Brotherhood 09:06 Transitioning from Military Service to Civilian Life 12:08 Leveraging Military Experience in the Job Market 15:11 Why LinkedIn Matters for Veteran Career Growth 17:55 Overcoming Imposter Syndrome After Service 21:11 Faith, Resilience, and Finding Strength in Adversity 31:54 Finding Faith and Purpose After the Military 32:44 Helping Veterans Transition into Civilian Careers 35:22 Understanding Business Development in Defense Tech 39:32 Strategic Career Moves for Veterans 42:42 Why Small and Mid-Sized Companies Offer Opportunity 46:27 Financial Stability and Transition Planning 49:54 Why It's Never Too Late to Pivot Careers 51:12 The Role of Faith in Veteran Transition 55:05 Building Community and Supporting Veterans 01:00:44 How to Connect with Ryan Garay Follow Ryan TODAY!https://www.instagram.com/operator2executive/?hl=en  Sponsored by: TranscendUse my referral link to book a consultation for Peptide Therapyhttp://transcendcompany.com/DenyCaballeroDr. Mark Gordon & Millennium Health Centers Get the book Peptides for Health Vol.1 Medical Edition today.  Use code Phase2P for 10% off Millennium products  Available only at MillenniumHealthStore.comPRECISION WELLNESS GROUP  Use code: Security Halt Podcast 25Website: https://www.precisionwellnessgroup.com/  Security Halt Mediahttps://www.securityhaltmedia.com/ Instagram: @securityhaltX: @SecurityHaltTik Tok: @security.halt.podLinkedIn: Deny Caballero Looking for custom handmade items, military memorabilia, or laser engraving? Contact Eric Gilgenast.Instagram:https://www.instagram.com/haus_gilgenast_woodworks_main/Website: https://www.hausgilgenastwoodworks.com/Support the showProduced by Security Halt Media

“Let's not lose any more family farms to lack of planning!” strongly states our next guest, Rena Striegel of @‌Transition Point Business Advisors. Rena joins us to share how farmers can take the initial step into transition planning and helps us understand some of the mindset behind why this business transaction can be so uncomfortable, though essential. We cover a lot of information in this STtalks, from why it's never too early to begin, and how succession includes cultural, psychological, management, financial, continuity, and estate planning. Rena also outlines who should be involved at different stages, common pitfalls, strategies for tough conversations, and the importance of qualified CPAs, attorneys, bankers, and facilitators.

When farm operations transition due to the retirement or passing of a landowner, having a clear and well-documented estate plan is essential to avoid legal complications, family disputes, and financial stress. Jessica Groskopf, Nebraska Extension Ag Economist emphasizes that several key documents form the backbone of a solid estate plan for agricultural families.

This episode of the Uplevel Dairy Podcast re-shares a conversation with Will McKinley, president of Menn Law, about legal realities of family farm transition and succession planning and common mistakes when families wait too long. The discussion focuses on why transition planning stalls, macro delays tied to reluctance to “retire” and the cyclical nature of farming, and micro stalls during multi-meeting planning, plus the value of scheduling, on-farm meetings, and mediation to address misunderstandings, confrontation avoidance, and ownership qualifications. The episode also promotes the Farm Forward Conference on March 27, 2026 at Farm Wisconsin Discovery Center in Newton, Wisconsin, featuring expert training and a transition panel including Will McKinley.Join us for the Farm Forward ConferenceFriday, March 27, 9 a.m.-3 p.m.Farm Wisconsin Discovery Center7001 Gass Lake Rd, Manitowoc, WIRegister Here: https://pci.jotform.com/form/26047459470916500:00 Why Plans Fail00:25 Farm Forward Conference01:06 Meet Will McKinley02:36 Menn Law and Tuig Merger05:48 Will's Farm Roots08:00 Outside Industry Lessons10:08 Learning from George Tuig12:35 Why Transitions Stall18:30 Keeping Momentum21:35 Case Study Two Brothers22:33 Breaking the Stalemate23:34 One on One Mediation25:39 Assumptions and Avoidance27:32 Setting Fair Qualifications29:06 Key Takeaways Recap31:40 When to Get Help33:24 Menn Law One Stop Shop35:55 Listener Questions Invite36:47 Uplevel Five Questions40:32 Wrap Up and Contact Info41:58 Farm Forward Conference

Part 2 explores AI's expanding ESG implications, uncertainty in climate transition planning, evolving supply‑chain obligations and the ongoing complexity of environmental and product‑specific rules, despite efforts to simplify regulatory frameworks. Recorded as at 29 January. 

End chaos in your firm—300+ peers use this framework. Free video here: https://www.businessofarchitecture.com/framework For many architects, the idea of stepping away from their firm feels overwhelming. In this conversation with Jeff Krieger, we explore what it really takes to prepare a practice for life beyond the founder. Jeff reveals candid lessons from nearly four decades of leadership, touching on both the practical and the deeply personal sides of transition. You'll hear stories about navigating valuation surprises, handing over control, and the emotional tug of letting go. Rather than a checklist, Jeff shares the lived reality of how to position your firm so it thrives after you. This is about more than numbers—it's about legacy, freedom, and preparing people to carry the vision forward. Listen in and discover: The hidden trap most owners fall into when they think about selling their firm. Why a strong portfolio may not be the golden ticket you believe it is. A critical piece of the transition puzzle that too many overlook until it's too late. To learn more about Jeff, visit his website: https://kriegerarchitects.com/

In this episode of the Sustainable Finance Guernsey channel, our host, Brandon Ashplant, speaks to James Hay, Principal Climate and Sustainability Advisor of Pinsent Masons.The conversation explores the complexities of transition planning and transition finance in asset management. He discussed the focus on financed emissions and the challenges asset managers face in developing effective decarbonisation plans. James highlights the distinction between operational emissions and financed emissions, and discusses the practice of 'paper decarbonisation' where asset managers shift investments without impacting real-world emissions.

In this episode of the Casual Cattle Conversations podcast, Shaye interviews Terrell Miller, founder and CEO of CattleMax, the leading cattle management software. They discuss the importance of setting New Year's resolutions for ranchers, focusing on long-term profitability, goal-setting frameworks, and the significance of organized herd records. Terrell also shares insights on transitioning to digital records, using electronic IDs, integrating genomic testing, and the role of data in ranch management. Miller emphasizes the need for efficient data management to improve decision-making and ensure the sustainability of ranching operations for future generations. Learn more about CattleMax and start your free trial here: https://bit.ly/4aG7K5q  Catch more conversations like this one and learn more at https://www.casualcattleconversations.com/  00:16 Meet Terrell Miller: Founder of CattleMax 00:59 The Importance of New Year's Resolutions for Ranchers 02:49 Setting Goals for Long-Term Profitability 03:35 Effective Frameworks for Goal Setting 06:34 The Role of Organization in Ranching 08:52 Features of CattleMax Software 18:56 Electronic IDs and Genomic Testing 22:36 Data Sharing and Privacy in Ranching 25:14 Transition Planning for Ranchers 27:11 Conclusion and Final Thoughts

Headlines on today's episode include:-Wins in the biofuels industry-Volatility continues in the cattle markets-Financial health helps transition planning-Diving deeper into Mandatory Country of Origin Labeling -Investing in H5N1 research See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Exit planning is often talked about in terms of numbers, valuation, and deal structure, but what happens when the real work starts with people, emotions, and a clear sense of what comes next?In this episode, Matt Di Francesco sits down with Hannah Chalker, a Certified Exit Planning Advisor and Certified Growth Value Advisor, to explore what truly drives successful business transitions. Hannah shares how her journey into the Exit Planning space began, why the discovery process is the foundation of every strong plan, and how she learned to see transition planning as both a strategic and deeply human process.Matt and Hannah also talk about:(04:13) Why increasing business value is a long-term process, not a short-term decision(05:06) How documenting SOPs ahead of time protects value in any transition(06:43) Why exit planning becomes emotional and requires a true leap of faith(09:43) How acting as a trusted partner helps owners gain confidence in their transition(11:00) Why helping owners grow value over time is the most rewarding part of the workConnect With Hannah ChalkerLinkedIn; https://www.linkedin.com/in/hannah-chalker/Connect With Matt DiFrancesco:matt@highliftfin.com(814)201-5855LinkedIn: Matt DiFrancescoLinkedIn: High Lift FinancialFacebook: High Lift Financial Instagram: @high_lift_financialYouTube: @highliftfinancialAbout the guest:Hannah Chalker helps business owners build stronger, more valuable companies through strategic financial and exit planning. As Director of Business Development and an Exit Planning Advisor at HighLift Financial, she works alongside Matt DiFrancesco to guide owners through value growth, transition planning, and long-term decision making. A Certified Exit Planning Advisor (CEPA) and Certified Value Growth Advisor (CVGA), Hannah brings clarity, structure, and a steady hand to every stage of the journey, helping owners protect their legacy and confidently plan what comes next.Disclaimer:All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategy discussed here.High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC.  Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

In Round 101 of the Tactical Transition Tips on the Transition Drill Podcast, there comes a point in a military or first responder career when the job that once felt right begins to feel different. You may still be committed, still disciplined, and still performing, but something in you has changed. The identity you built through years of service no longer aligns with the person you have become. Many veterans and first responders feel this shift quietly. It shows up as internal friction, a loss of energy, or a subtle awareness that the role no longer matches your values or emotional needs.This episode explores the emotional reality behind that moment. It focuses on identity, direction, and the slow evolution that happens in these careers. Transition is not about quitting. It is about understanding who you are becoming and how your future can reflect that growth.Using grounded insight, this episode walks you through the experience of misalignment and how to use that awareness as a tool for transition preparation, no matter where you are in your career.Transition Group Breakdown• Close Range Group (transition within 1 year):Tip: Alignment with Future Identity, Not a Perfect Job TitleExplanation: When transition is close, clarity matters more than panic, and emotional steadiness helps you move intentionally into the next chapter.• Medium Range Group (transition in 3 to 5 years):Tip: Begin Mapping 3 LanesExplanation: This period gives you time to build skills, education, and identity outside the uniform so your options expand instead of collapse.• Long Range Group (transition a decade or more away):Tip: Protect Your Identity from Becoming One-Dimensional.Explanation: Early habits in health, identity, and personal development protect you from becoming defined by a single role later in life.This episode helps you understand that misalignment is not failure. It is information. And when you listen to it early, transition becomes a choice, not a crisis.The best podcast for military veterans, police officers, firefighters, and first responders preparing for veteran transition and life after service. Helping you plan and implement strategies to prepare for your transition into civilian life.Get additional resources and join our newsletter via the link in the show notes.CONNECT WITH THE PODCAST:IG: https://www.instagram.com/paulpantani/WEBSITE: https://www.transitiondrillpodcast.comLinkedIn: https://www.linkedin.com/in/paulpantani/SIGN-UP FOR THE NEWSLETTER:https://transitiondrillpodcast.com/home#aboutQUESTIONS OR COMMENTS:paul@transitiondrillpodcast.comSPONSORS:GRND CollectiveGet 15% off your purchaseLink: https://thegrndcollective.com/Promo Code: TRANSITION15Blue Line RoastingGet 10% off your purchaseLink: https://bluelineroasting.comPromocode: Transition10

Overcoming Resistance in Farm Transition Planning #farming #farmlife #farmsuccession #farmtransitionplanning  Transitioning the family farm is one of the most emotional and complex challenges farm families face. It's not just about numbers or paperwork — it's about people, relationships, and navigating the tough conversations that come with change. In this episode, Tracy sits down with Trevor MacLean, Agriculture and Business Advisor with MNP, to explore the human side of succession planning and what it really takes to move from gridlock to progress. Drawing on his extensive experience working with farm families across Canada, Trevor unpacks the emotional resistance, family tensions, and questions of fairness that often arise during transition and shares practical strategies for building understanding, trust, and forward momentum. Whether you're at the start of your transition journey or already in the thick of it, this conversation offers grounded insights to help your family approach farm transition with more clarity and confidence.

In this week's episode, Tracy sits down with Winnie and Lacy, of Ranch Your Way and advocates of the Infinite Banking Concept, to discuss how ranchers and farmers can take control of their finances — and their future — by becoming their own banker. The Infinite Banking Strategy uses properly structured whole life insurance policies to create your own personal banking system. Instead of relying on traditional banks, you can finance equipment, land, or livestock from within your own operation — keeping more money in your family's hands. Winnie and Lacy share how they discovered this concept, the real-life financial challenges that led them here, and how they've adapted Mary Jo's Farming Without the Bank for Canadian farmers and ranchers.  You'll also learn practical steps to get started, how to begin small, and why this strategy can be a game-changer for succession planning and multigenerational wealth. In This Episode, We Discuss: 1. What the Infinite Banking Concept is — explained simply. 2. Why it's especially powerful for farmers and ranchers. 3. How a whole life policy can be used to finance land, equipment, or livestock. 4. The financial struggles that inspired Winnie and Lacy to bring this strategy to Canada. 5. Gaps Canadian farmers face with banks, taxes, and financing. 6. How families can start small without overhauling everything. 7. The role of Infinite Banking in succession planning and teaching the next generation about money. 8. The biggest transformations they've seen among ranchers who take control of their finances. You don't need to overhaul your entire operation to start — you just need to take the first step toward becoming your own banker.  Infinite Banking isn't just about money; it's about freedom, legacy, and control for your family and your farm. Thanks for tuning in, Tracy Featured Resources Purchase Book: Farming Without the Bank – Canadian Edition https://www.ranchyourway.com/#books  Podcast:  Ranch Your Way on the Win Eh Podcast Network — tune in for more insights on ranching, money, and creating financial independence. https://www.ranchyourway.com/podcast/

Dr. Sabrina Starling, founder of Tap the Potential and host of the Profit by Design Podcast, is known for helping entrepreneurs create profitable, sustainable businesses that thrive without constant owner involvement. In this conversation, she shares powerful insights on succession planning, the “$10K Hour” framework, and why mindset is the real key to growth. She also opens up about her personal journey of resilience and how it reshaped her approach to legacy and leadership. Listeners will gain practical strategies to delegate effectively, build systems that last, and free themselves to focus on what truly matters. Today we discussed: 00:00 Start 00:52 Meet Sabrina Starling 01:30 Mindset = Growth 02:43 Letting Go for Joy 05:31 Planning Your Legacy 09:02 Family & Team Legacy 10:49 Legal Succession Basics 13:09 Running Without You 13:40 Grief & New Perspective 15:22 Transition Planning 18:19 Take Time Away 19:09 The $10K Hour Activities Get a 30-day free trial today at morningmate.com Rate, Review, & Follow If you liked this episode, please rate and review the show. Let us know what you loved most about the episode. Struggling with strategy? Unlock your free AI-powered prompts now and start building a winning strategy today!

Getting to The Table: Why Agriculture Needs a Mindset Shift in Transition Planning Transition planning is one of the most challenging — yet most important — conversations farm families will ever face. In this episode, Tracy sits down with Elaine Froese, Canada's Farm Whisperer, to explore why so many families avoid the conversation and what it really takes to successfully get to the table. Elaine has been coaching farm families for decades, helping them navigate tough conversations about wills, estates, business structures, and—most importantly—the emotions and identities tied to farming. In this powerful discussion, she shares what separates families who succeed in transition planning from those who stay stuck, how identity and fear stall progress, and the mindset shift agriculture desperately needs. If you're part of a farm family, this is an episode you cannot afford to miss. ⏱️ Episode Highlights - Introduction to Elaine Froese - The key differences between families who succeed at transition and those who don't - Why farm families avoid the conversation —beyond wills & estates? - Is Dad the main roadblock? Understanding the founder's resistance - The identity crisis of the farm founder and how it derails planning - Mom's role: why she often wants peace but struggles to gain support - How farm kids or in-laws can start the conversation (and follow up) - The cost of waiting: what's realistic for farm kids hoping to farm - Why hiring a coach can save money (and family harmony) before involving lawyers & accountants- What a transition plan really costs and how long it takes - How to keep going when the process drags on- Elaine's services & upcoming membership opportunity

In this episode Elena Lambros, Partner in Ashurst’s Risk Advisory practice, speaks with Pauline Martin, Associate Director at Oxford Properties, and Becky Clissmann, Sustainability Counsel at Ashurst, about how Oxford Properties is embedding ESG into decision-making across its global real estate portfolio. Pauline shares Oxford Properties’ pragmatic, data-first approach to decarbonisation, guided by OMERS’ net zero target and supported by a robust data foundation. She explains how standardised toolkits, green leasing strategies, and templatized scope of works are enabling consistent decision-making across jurisdictions, asset classes, and investment models. The conversation also touches on stakeholder expectations, from planning authorities to tenants and investors, and how these are accelerating the adoption of net-zero pathways. Becky adds a regulatory lens, providing a timely overview of the UK government’s consultation on transition plans and the frameworks helping businesses stay ahead, such as the TPT disclosure framework and GFANZ recommendations.For more on the UK’s proposed adoption of the ISSB sustainability reporting standards, Ashurst has published a detailed summary available here. To explore Oxford’s approach in greater detail, listeners are encouraged to read the Oxford Properties 2025 Global Sustainability Report. Listen to more episodes in the Game Changers mini-series – featuring an array of thought-provoking guests – by subscribing to ESG Matters @ Ashurst on Apple Podcasts, Spotify or wherever you get your podcasts.See omnystudio.com/listener for privacy information.

On this week's episode of The Rural Woman Podcast™, you'll meet Alexandra Brochu.Alex, a grain and flower farmher in Northern Alberta's Peace Country, runs a successful floral business alongside her farming operations. As part of The Northern Rural Chicks committee, she empowers women in agriculture through events, workshops, and markets focused on connection, health, and farming expertise.For full show notes, including links mentioned in the show, head over to wildrosefarmer.com/231 . . .THIS WEEK'S DISCUSSIONS:[05:36] - Farming Practices and Challenges[13:35] - Evolving Roles on the Farm[16:10] - Transitioning Roles on the Farm[21:43] - Transition Planning in Family Farming[28:10] - Community Impact and Support for Rural Women[35:31] - Planning Women's Events in Rural Communities. . .This week's episode is brought to you by Patreon . . .Let's get SocialFollow The Rural Woman Podcast on Social MediaInstagram | FacebookSign up to get email updatesJoin our private Facebook group, The Rural Woman Podcast Community Connect with Katelyn on Instagram | Facebook | Twitter | Pinterest. . .Support the ShowPatreon | PayPal | Become a Show SponsorLeave a Review on Apple Podcasts | Take the Listener SurveyScreenshot this episode and share it on your socials!Tag @TheRuralWomanPodcast + #TheRuralWomanPodcast. . .Meet the TeamAudio Editor | MixBär.Patreon Executive ProducersSarah R. | Happiness by The Acre. . .More with KatelynOne on One Podcast Consulting | Learn More

Meet The Witty Farmer: Modeling, The Love of Farming & Farm Hustles #FarmHustle #Farming #FarmBusiness #FarmStore This week on The Impact Farming Show, Tracy sits down with the incredible Jenny Sauer Schmidgall, better known online as The Witty Farmer, and trust us, her story is one you won't forget. Jenny has lived many lives—modeling, acting, building a career, and taking adventurous pivots—before eventually finding her way back to her roots on the family farm.  Here's what you'll hear in this #farmhustle episode: - Back to the Farm – Jenny's journey from modeling, acting, and career adventures to realizing how much she missed the farm—and how it pulled her home. - Love & Family – How Jenny met her husband and the realities of balancing farm life with raising her daughter. - Family & Resilience – Jenny shares the story of losing her dad and suddenly having to take on everything on the farm in the middle of seeding season. - The Greenhouse & Farm Store – How a simple idea grew into something much bigger, reaching surprising success considering it's located in a town of only seven houses and a John Deere dealership. - No-Staff, Self Check Out Innovation – The proprietary software she developed to fully automate sales with a completely self-serve system. - Community Impact – Jenny partners with nearby farmers and food makers, including local farms supplying pork and chicken, and a local lady who bakes and restocks her homemade cinnamon buns daily (alongside favorites like bacon caramels and other scrumptious treats), just to name a few. - The Second Store – Jenny shares the exciting news that a second The Witty Farmer Farm Store has been opened up through a licensing arrangement. - Farm Hustle Opportunity – Why Jenny believes her farm store model could provide other farm families with a powerful side hustle. - Wangus Beef – Yep, that's Wagyu + Angus, and it's just as amazing as it sounds. Tracy and Jenny, both huge steak and Black Angus fans, chat about why Wangus has become such a standout on the farm and why it flies off the shelves at the farm store. Jenny is a true farm entrepreneur with grit, creativity, and vision. Whether you're looking for inspiration, diversification ideas, or simply a story that will light a fire under you—this episode is packed with it all. Don't miss this conversation—it might just spark your next big farm hustle. Learn more about Jenny and her journey at thewittyfarmer.com Thanks for tuning in, Tracy ================================= ✅ Important Link to Follow

In this episode of The Impact Farming Show, we're joined by Matt Alexander, Investor Relations and Operations Director at Farm Lending Canada Inc., the team behind the AgriRoots Diversified Lending Fund LP. Matt shares his journey, the origins of Farm Lending Canada, and the unique vision that shaped their role in Canadian agriculture finance. We dive deep into the AgriRoots by Farm Lending Canada investment strategy, how it differs from traditional Mortgage Investment Entities, and why Canadian agriculture is an increasingly attractive opportunity for investors. If you're curious about how to support Canadian family farms and generate solid returns while mitigating risk, this episode is a must-listen.   In This Episode, You'll Learn: - How Farm Lending Canada was created to serve the financing needs of Canadian farmers - The mission and philosophy behind the AgriRoots by Farm Lending Canada approach - The unique structure of AgriRoots by Farm Lending Canada compared to traditional lending and investment vehicles - Why investing in Canadian agriculture is not just impactful, but also financially compelling - What the net return track record of the AgriRoots by Farm Lending Canada fund looks like - How they effectively mitigate risk for investors while supporting family-owned operations - The ideal investor profile and how you can get involved   Episode TimeStamps: 0:00 – Welcome & Introduction 1:22 – Who is Farm Lending Canada & the company mission 3:40 – What is AgriRoots by Farm Lending Canada 5:28 – Core investment strategy: Short-term mortgages to Canadian farmers 7:00 – How AgriRoots by Farm Lending Canada differs from other Mortgage Investment Companies or Entities 10:46 – Why investors should consider Canadian agriculture 14:30 – Who is the ideal investor for AgriRoots by Farm Lending Canada 16:00 – Fund performance: Net return track record 22:00 – Risk mitigation strategies for investor protection 29:00 – How to learn more   About AgriRoots by Farm Lending Canada (FLC): AgriRoots by FLC is a Canadian-based alternative lending organization offering agricultural mortgages designed to complement traditional financing. Unlike other lenders, AgriRoots by FLC never takes equity from borrowers and remains focused on supporting the long-term success of family-operated farms, which make up 98% of Canada's ag operations. They combine deep understanding of both finance and farm life to offer customized lending solutions while preserving land ownership and stewardship.  If you are interested in learning more about Farm Lending Canada Inc. and how they impact Canadian agriculture by providing alternative financing solutions for farms, watch additional interviews with their team here:  1. Supporting the Future of Agriculture with Alternative Farm Financing Solutions

In this episode of the Ag View Pitch, Shay Foulk and Chris Barron tackle one of the toughest questions junior partners face: How do I get started talking about transition planning? From improving day-to-day communication to having direct, productive conversations, they share strategies for bridging the gap between generations and setting your operation up for long-term success. Whether you're a junior partner frustrated with the lack of a plan or a senior partner unsure where to start, this episode offers practical steps and free resources to help kick off the process and carry on the farm legacy.

Chris is joined by Jake and Jacob to answer listener questions on Social Security, followed by a PSA about unexpected Social Security payment timing, then additional questions on transition planning, asset positioning across account types, weighing Roth conversions against the senior deduction, and planning around IRMAA.(6:15) George asks what percentage of taxes he should have […] The post Social Security, Transition Planning, Positioning, Roth Conversions, IRMAA: Q&A #2530 appeared first on The Retirement and IRA Show.

Why Do Farm Founders Avoid Transition Planning?  For this week's episode, we are flashing back to an excellent episode from last fall.  This episode is titled “Why Do Farm Founders Avoid Transition Planning,” with Terry Betker and it goes deep into why farm founders avoid transition planning. Terry draws on decades of experience working with farm founders on transition planning. He even shares some personal reflections on the topic. Why re-broadcast? Since we are doing a deep dive into transition planning and the fears, worries, and concerns of each generation involved, I found myself thinking about this conversation with Terry and wanted to air it again as it's a real and honest conversation about what keeps farm founders up at night. So, with that being said, I hope you enjoy this episode…. ………………………. Episode Summary In today's episode, Tracy chats with Terry Betker in this episode titled “Why Do Farm Founders Avoid Transition Planning?”   Is it finally time to address the elephant in the room?   The industry has encouraged farmers to create a transition plan for decades, yet little progress has been made. So, one needs to ask, do farmers purposefully avoid transition planning? In this week's episode, Tracy and Terry speak about:   • If farmers know they need to do transition planning and plenty of information is available, why are they not doing it? • Is it finally time to address the elephant in the room? Are farm founders purposefully avoiding this subject? Tracy and Terry open the cans of words and get to some real talk about transition. • Tracy has also noticed that it tends to be the farmwife, farm mom, female farm founder who pushes the subject of transition planning. She asks Terry if he has observed this, and they chat about gender differences, concerns, and roles on the farm. • She asks Terry what he has noticed in his over 30 years of experience working with farm families on transition. Why do farmers avoid transition planning? • What are ways to help farmers want to make this transition before it's too little too late?   Tracy and Terry discuss matters in this episode that are rarely discussed…the humanness, immortality, and conflicting desires of the farm founder.   If you are looking for a deep, meaningful, honest conversation on transition planning, you will want to tune into this episode. Thanks for tuning in friends, Tracy *Rebroadcast of October 30, 2024, episode **This episode mentions an event that was holding. Please note this was in 2024. Please connect with Backswath Management if you are interested in their transition planning services. ====== If this episode resonated with you, please:

In this week's episode of The Impact Farming Show, we're diving into the evolving world of agricultural finance with a company that's doing things differently—Farm Lending Canada. Our theme, “Alternative Agriculture Financing Done Differently,” explores how this Canadian-based lender is helping producers across the country find new paths to capital in an increasingly complex lending environment.  If you've ever struggled with traditional lending options, this is a conversation you don't want to miss.   What You'll Learn in This Episode: 0:00 - Introduction & Meet Shawn Bustin 2:48 - State of the Ag Lending Market – What's the current landscape of agricultural lending in Canada?  4:40 - Where Farm Lending Canada Fits In – Discover how Farm Lending Canada carves out its space in this market and supports producers that traditional lenders often overlook. 7:41 - Loan Products Offered – We discuss the loan products available through Farm Lending Canada. 9:20 - Sector & Regional Focus – Learn more about Farm Lending Canada's geographic reach and the specific ag sectors they support. 11:36 - Solving the Financing Gap – What's the core problem Farm Lending Canada is solving? We explore the alternative ag lending market and how they differ from other lenders in the space. 17:15 - A Unique Lending Approach – We take a closer look at the innovative, client-focused process that sets Farm Lending Canada apart from conventional institutions. How can farmers work with Farm Lending Canada? 21:13 - Client Success – What does success look like when working with Farm Lending Canada? You'll hear examples of how their financing solutions have supported real farm operations. Why This Episode Matters With rising costs, market volatility, and stricter lending criteria from traditional banks, Canadian farmers are facing more roadblocks than ever when it comes to accessing capital.  Farm Lending Canada is here to provide alternative agriculture financing for Canadian farmers when they need it most. Thanks for tuning in, Tracy ============================= Watch The Farm Lending Canada Series: Episode 1 - Supporting the Future of Agriculture With Alternative Farm Financing Solutions with Robb Nelson 

 Hallie and guest Nathalie Lebrun chat about preparing students for life after high school.In this honest and energizing episode of SLP Coffee Talk, Hallie chats with Nathalie Lebrun—SLP, speaker, co-host of LeadSpeak Podcast and the voice behind LifeSpeak—about working with transition-age students. Nathalie shares how she went from post-acute rehab dreams to leading a massive school-based SLP team, and how she discovered the often-overlooked role SLPs can play in helping students ages 18–22 build real-world communication skills. From Uber training to poker lessons to letting go of perfect data, Nathalie keeps it real about what it means to be a communication coach, not just a therapist. If you've ever felt stuck with your older caseload or unsure how to prep students for life beyond school, this conversation will leave you inspired—and ready to rethink your approach.Bullet Points to Discuss: Nathalie's unexpected path to becoming an SLP and transition expertWhat “transition services” really look like in public school settingsThe SLP's evolving role as a communication coach beyond the therapy roomFunctional therapy ideas that connect directly to real-life independenceWhy transition planning should start way earlier than we thinkHere's what we learned: SLPs are essential in supporting students beyond academicsReal-world communication skills should be a therapy focus, especially for older studentsFunctional progress > perfect data collection—especially in transition workCollaboration and creativity are key to meaningful outcomesStart thinking transition early—even in elementary schoolLearn more about Nathalie Lebrun: Email: nathalie.lebrun@lifespeakllc.org Website: www.lifespeakllc.org LinkedIn: https://www.linkedin.com/in/nathalielebrun/Podcast: https://www.lifespeakllc.org/leadspeak-podcastLearn more about Hallie Sherman and SLP Elevate:  

In this episode of The Impact Farming Show, Tracy discusses an overlooked challenge confronting family farms: fear. Whether you're already farming or dreaming of one day owning a farm, this conversation peels back the layers on how fear stifles succession and transition planning. Why Discussing Fear Matters - Fear is undermining family farms inch by inch, acre by acre, globally. - In the world of succession planning, it's not just data or logistics—it's emotions that hold us back. - Without acknowledging and confronting fear, even well-laid plans can collapse. Or more accurate yet. The plans just don't happen. In This Episode - Farm Business Psychology vs. Strategy Beyond spreadsheets and planning—there's a human, emotional ‘psychology' at play. Understanding how fear impacts decisions is as important as financial know-how. - How Fear Shows Up in Loved Ones Fear manifests differently across generations: parents, children, siblings. Left unspoken, these fears can derail entire succession efforts. - Individual Fears Around Succession Each family member brings personal hopes, expectations—and fears. From financial insecurity and loss of identity, to burden and conflict, these underlying worries must be surfaced. Who This Episode Is For - Anyone involved in a family farm struggling with transition planning. - Families who want to break emotional paralysis and build lasting legacies. - Farmers and next-gen hoping to bridge generational gaps and foster meaningful, courageous conversations. Takeaways & Action Steps - Acknowledge fear: Make it visible in family discussions. - Seek external support: Coaches, financial planners, mediators can help. - Commit to small courageous actions: Progress isn't about perfection—it's about persistence in the face of fear. - Keep communication open: Refresh plans, feelings, and goals regularly and compassionately. Quote to Remember “Unless we can name our fears, get them in the open, seek guidance and knowledge to overcome and act…fear will continue to destroy family farms.” Thanks so much for tuning in, Tracy ================================= If this episode resonated with you, please:

Did you like this episode? Send us a text message and share your thoughts!In this episode of Cow-Side Conversations, Greg Hemsarth of Hemsarth Dairy in Columbia County, Pennsylvania talks through his family's decision to invest in robotic milking technology in 2018. He shares how that investment shifted his approach to employee management, affected his timeline for transition planning, allowed him to diversify and start a distillery, and impacted both herd health and labor costs. Greg describes some of the unique challenges – and unique solutions – that robot herds face during summer heat waves, his focus on training and retaining employees, and how he and his father have worked to smooth the road of transitioning the business over the last few years.   

When it comes to family business succession, it's often not what we don't know that gets us into trouble—it's what we assume we know. In this episode, Patti Durand joins Tracy to unpack five common (but misleading) assumptions about family business transitions—handpicked by Tracy from Chapter 3 of Patti's book, The Future Leader: The Successor's Guide to Family Business Leadership. These assumptions may sound familiar… even logical. But left unchallenged, they can quietly undermine the very foundation of a successful transition. What You'll Hear About: - Five popular succession assumptions—straight from Patti's book - How unspoken assumptions can derail even the best-laid plans - The potential limitations of even your most trusted advisors - What happens when you assume a plan exists… but haven't seen it - How lifelong familiarity can blind us to what's really being said—or left unsaid - The hidden strength in saying, “I don't know” - What future leaders and founders both need to start doing now From unspoken expectations to misplaced confidence in familiar advisors, Patti walks us through the blind spots that can quietly derail succession plans. But don't worry—we're not giving it all away in the show notes.  You'll have to listen to find out what assumptions could be quietly holding your family business back. Thanks for tuning in, Tracy FREE Transition Planning Resource eBook: Tracy shares a new free tool for listeners eager to learn more about transition planning. https://www.farmmarketer.com/impact_farming_show/free_resources =================================

In this solo episode, Tracy tackles one of the biggest questions facing farm families today:Why do farm founders get stuck in transition? She breaks down the four most common reasons founders resist or stall the process (From Heather Veneer's book)—and shares practical insights to help families move forward with clarity and confidence. Tracy also shares what she's currently reading and gives you a sneak peek into two exciting upcoming episodes featuring expert guests in farm succession:

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More than 6,800 residential real estate agents switched brokerages this spring, a 66% increase from the same quarter last year. Jeremy Poock Esq, founder of Senior Attorney Match, dives into business transition and acquisition planning, offering guidance on how to sell, pass down, or grow your business. With market volume still tight and an aging workforce, many lenders, realtors, and attorneys are asking: what's next? Jeremy shares how to evaluate your options and prepare for a smooth transition and/or strategic growth. No matter what type of business, service, or practice you run, Jermey provide tips and advice for your business's next step.

In this engaging conversation, Kristin Demoranville and Tracy discuss their favorite food memories, the journey into beef farming, and the challenges faced by modern farmers. They delve into the impact of media on public perceptions of agriculture, the importance of succession planning, and the critical role of cybersecurity in the farming industry. The emotional toll of farming, the disconnect between consumers and farmers, and the need for community support are also explored, highlighting the complexities of the agricultural landscape. Conversation Time Stamps 00:00 Food Memories and Favorites 03:01 Introduction to Tracy and Her Journey 07:10 The Reality of Farming and Media 12:27 Challenges in Agriculture and Misconceptions 21:01 The Future of Farming and Land Development 25:18 The Challenge of Family Farm Succession 27:05 Navigating Land Pressure and Climate Change 28:55 Kristin's Journey into Cybersecurity and Agriculture 32:42 Understanding Cybersecurity in Agriculture 36:28 Real-World Cybersecurity Threats in Farming 41:30 The Mental Toll of Farming and Cybersecurity 44:32 The Reality of Cybersecurity for Independent Farmers 51:08 Agroterrorism and the Threat to Farms 57:32 Understanding Cyber Vulnerabilities in Agriculture 01:01:44 The Real Impact of Cyber Attacks on Farms 01:06:49 The Emotional Toll of Cybersecurity Breaches 01:11:56 Bridging the Gap Between Agriculture and Cybersecurity 01:17:55 The Importance of Food Security and Cyber Protection Thanks for tuning in, Tracy FREE Resource: Tracy shares a new free tool for listeners eager to learn more about transition planning. https://www.farmmarketer.com/impact_farming_show/free_resources =================================

In this week's episode, Tracy is rounding out her series of solo episodes reflecting on and weaving together the insights shared by so many incredible voices in agriculture. With so many great conversations, Tracy wanted to take a moment to pause, gather the main points and pull them together in several easy to consume episodes for the audience. After hosting a wide range of thoughtful guest conversations, she's hitting pause to highlight the key takeaways—bringing them together in a few focused, easy-to-digest episodes designed just for you. Young farmers today are navigating a complex landscape, and when it comes to succession and transition planning, they have a mix of practical, emotional, and economic concerns. Here are some of the big ones on their minds: 0:00 - Introduction 6:02 - Uncertainty around ownership and decision-making power 11:38 - Lack of clear farm transition plans 12:29 - Financial viability and debt in farming 13:21 - Generational farmer differences in vision 16:16 - Off-farm heirs and family dynamics 18:19 - Legal and tax complexities for farm succession and farm transition planning 18:45 - Access to land for first-generation farmers 22:42 - Emotional tension and communication gaps in farm family communication 27:00 - Clarity is kindness. Communicate your intention to farming children 29:20 - If we want to keep the farm going, why aren't we making transition planning a priority? 34:00 - Need resources? Make sure to download our FREE Transition Planning Resource Guide ebook

Ever feel like traditional transition plans for teens are more of a burden than a benefit? In this episode, Dr. Tim Thayne and Roxanne Thayne introduce a groundbreaking shift in approach that promises to change the game. Imagine a world where teens take the reins of their own transition plans when they come home from treatment, supported by the innovative Trustyy app. This isn't just a tweak—it's a transformation.Dr. Thayne shares his excitement about this new method, highlighting the pitfalls of parent-driven plans that often unravel soon after a teen returns home. With Trustyy, teens are empowered to design their own paths, fostering a sense of ownership and responsibility. The app's "My Path" feature guides them through setting goals and tackling obstacles, turning resistance into engagement.But what about parents? They transition from plan creators to supportive consultants, offering guidance without overshadowing their teen's autonomy. This episode is packed with real-world examples and actionable advice, ensuring you walk away with a fresh perspective on family dynamics.Join us as we explore how this approach can redefine long-term outcomes for families. Whether you're a parent, educator, or just curious, this episode is your invitation to witness a revolution in teen transition planning. Don't miss the chance to be part of this exciting journey—share the podcast and consider joining Trustyy's founding member offer.

In this week's episode, Tracy chats with Tom Hickey from Farm Lending Canada about "Hobby Farm Mortgages."  Until recently, there has been a significant gap in mortgage options between residential homes and agricultural lending, leaving those wanting to buy their dream hobby farm without a suitable mortgage.  Are you thinking of purchasing your ideal country property? Are you a lender or mortgage broker? If so, you won't want to miss this episode. Key Topics Discussed: [0:00] - Show topic and guest introductions. [1:33] - What qualifies as a hobby farm?  [3:23] - How many acres are allowed under the hobby farm program?  [4:30] - What types of income documentation are required for hobby farm lending?  [5:49] - How is a Hobby Farm Mortgage different than a residential loan? Tom gives a great explanation of the difference between a traditional lending institution versus a Hobby Farm Mortgage through Farm Lending Canada. [13:24] - Can/must the borrower live on the property?  [14:46] - Is agricultural income considered in the application?  [16:11] - What kind of zoning is acceptable for a hobby farm mortgage?  [17:52] - Are there limits on outbuildings, animals, or farm activity?  [18:50] - Who is the ideal client for the hobby farm product?  [20:05] - Closing Notes and how people can learn more about Hobby Farm Mortgages Tune in for this insightful discussion with Tom as he shares how Farm Lending Canada is helping Canadians achieve their dream of living in rural areas with hobby farm mortgages tailored to provide the right financing for their goals. Thanks for tuning in, Tracy =============================

In this Product Spotlight, Tracy, host of The Impact Farming Show, chats with Clem Collet—a partner at West End Tire and a farmer from Manitoba—about the importance and process of tire section repair for agricultural equipment. Clem dives into the significant cost-saving benefits of repairing tires instead of replacing them and how this repair method helps keep farming operations running smoothly. Episode Highlights: - About Clem Tracy kicks off the conversation by learning more about Clem's background and journey into both farming and tire repair. - About West End Tire and its Role in Supporting the Farming Industry  Clem shares the story of West End Tire, explaining how their services have become essential for farmers, especially in keeping costly equipment running efficiently. - What is Tire Section Repair & the Process Clem details what tire section repairs are, how they differ from regular tire repairs, and why it's a superior solution for severe tire damage. - Cost Savings of Tire Section Repair  In this segment, Clem discusses how tire section repairs can save farmers a significant amount of money, as the process is only a fraction of the cost of replacing a tire entirely. - Types of Farm Equipment You Can Work With Clem explains that West End Tire works with all types of agricultural equipment tires, offering solutions across a wide range of machinery. - How Long Does It Take to Do a Tire Section Repair? Clem gives insight into the timeline of the repair process and how quickly farmers can expect their tires to be back in action. - Rock Solid Warranty and Tire Longevity Clem talks about the strong warranty that West End Tire offers and how, after a section repair, a tire can last for its full lifespan as though it were new. - How Can Farmers Get in Touch with You? Clem provides contact details for farmers interested in learning more or having their agricultural tires repaired. What is Tire Section Repair? A tire section repair is a specialized process that addresses moderate to severe tire damage, including issues with sidewalls, faces, and shoulders. Unlike typical tire repairs that work for light damage, tire section repairs can restore a tire to its original function, potentially extending its lifespan for a fraction of the cost of a full replacement. These repairs require specific tools and skilled technicians, making it more appropriate for larger, specialized agricultural equipment. Tune in to hear more about how tire section repairs can benefit your farm, save you money, and keep your machinery in top shape! Thanks for tuning in, Tracy Brunet =================================

In this episode, Tracy sits down with Robb Nelson, the CEO of Farm Lending Canada, to discuss how their company is making a significant impact on Canadian agriculture by providing alternative financing solutions for farms.  Robb shares his insights on the challenges farmers face in today's economy and how Farm Lending Canada is offering much-needed support to those in need of alternative lending options. Key Topics Discussed [0:00] - Introduction. [1:37] - Tell us more about Farm Lending Canada & AgriRoots?  [5:05] - What happens when things go sideways? (Drought, Trade Wars, Tariffs)  [13:02] - How have farmers been financially in the last couple years, and where are we at now? [18:19] - What's keeping you up at night and what are you worried about now and what's coming?  [22:34] - How are you supporting farmers with alternative lending? (Short-term Bridge Financing, Bridge Closings, and Equity Release Program) [30:33] - Niche Lending products: Rural Residential and Hobby Farm Mortgages. [33:32] - Sample Scenarios that farmers face. (Farmers in a pinch, Acquisition of land, Reverse Financial Consultation) [1:00:25] - AgriRoots Diversified Lending fund. [1:04:33] - Do you have tips for farmers to stay strong for what's coming? [1:08:27] - Having hard conversations to keep farmers mental health balanced. [1:16:44] - Where can farmers connect with you? Join us for this important discussion and hear how Farm Lending Canada is helping farmers navigate financial challenges, plan for the future, and thrive in today's economic landscape. Thanks for tuning in, Tracy =============================

Episode Overview: In this week's episode of The Impact Farming Show, Tracy dives deep into the TOP 10 Farm Transition Planning Mistakes that many farm founders make during this critical stage. With so many powerful conversations from the greatest minds in farm business management, Tracy draws on past transition planning episodes to provide you with invaluable insights. Farm transition planning is a complex process with numerous considerations, and many founders face concerns they don't know how to navigate. Tracy draws on past conversations to help you identify the most common mistakes and avoid them, ensuring that your farm's future is secured. Stay tuned until the end of the episode for a brand new FREE resource Tracy has for those eager to learn more about farm transition planning but don't know where to begin. Key Takeaways from this Episode: - TOP 10 Transition Planning Mistakes: Tracy shares the top mistakes farm founders make and how to avoid them. Whether it's not involving the right people, overlooking family dynamics, or waiting too long to make a plan, these mistakes can have long-term consequences. - Why Early Planning Matters: Learn how waiting on farm transition planning can result in more stress, fewer options, and potentially harmful consequences for your farm business and family. - The Importance of Communication in Transition Planning: Discover why keeping an open line of communication with family members, employees, and advisors is critical to a successful transition. - The Value of Seeking Expert Guidance: Learn why working with a team of professionals—lawyers, accountants, and transition planners—is vital for navigating the complexities of the process. - What Should You Do Next?: Tracy provides practical steps on what to consider and how to get started with your own farm transition plan. A FREE Resource: Tracy reveals a brand-new FREE resource that listeners can access to kickstart their farm transition journey. Who Should Listen: - Farm owners considering or currently in the process of transitioning their farm. - Farm successors who would one day love to take over the family farm but are not sure where to start. - Those seeking to understand the key considerations and mistakes to avoid when planning a farm transition. Tune in for this informative episode and avoid the mistakes that can delay or derail your farm transition. Thanks for tuning in, Tracy Resources Mentioned in This Episode: FREE Resource: Tracy shares a new free tool for listeners eager to learn more about transition planning. https://www.farmmarketer.com/impact_farming_show/free_resources =============================

In this Journal of Accountancy-branded podcast, a senior wealth strategist and managing partner share advice on how to initiate conversations with business clients about transition and succession planning.

In this solo episode of The Impact Farming Show, Tracy dives into several important topics around farm transition planning, the common hurdles farm founders face, and a brand-new resource for listeners. In this episode, Tracy discusses: - Recap of Recent Episodes: Tracy reflects on the recent episodes of the show, including the two on fair and equal treatment (a major topic when it comes to transition planning), an episode about wills and trusts, and two interviews with individuals who help farm founders share their farm stories and legacy through video interviews. She asks listeners how they are enjoying the content so far. - Five Key Concerns in Transition Planning: After conducting interviews, research, and reading, Tracy shares the five common problems or concerns that often prevent farm founders from starting or completing their transition planning: 1) Fair treatment of heirs 2) Financial concerns and senior care for the retiring generation 3) Determining who takes the lead in succession 4) Understanding how the transition process works 5) Logistics – how to implement the plan once it's in place - Identifying Stumbling Blocks: Tracy emphasizes the importance of acknowledging these common stumbling blocks, especially for the younger generation who are eager to plan but may face resistance from farm founders. Farm founders often struggle to voice concerns or even begin the conversation, which can leave the younger generation feeling stuck. - Exciting New Resource Announcement: Tracy is thrilled to introduce a FREE ebook that lists valuable Transition Planning Books & Resources. She shares her excitement about compiling a list of helpful books, thought leaders, and resources she's found throughout her research. This is a great tool for anyone looking to dive deeper into transition planning. Final Thoughts: Tracy encourages listeners to stay strong in these uncertain times, reminding them that, although challenges exist, “this too shall pass.” Thank you for tuning in! Tracy Resources Mentioned in this Episode: FREE Transition Planning Books & Resources Ebook – available for download now! https://www.farmmarketer.com/impact_farming_show/free_resources If you enjoyed this episode, be sure to subscribe and share with other farmers who would benefit from these discussions. Thanks for tuning in, Tracy =================================

In this episode of The Impact Farming Show, Tracy speaks with Vance Crowe, Founder of Legacy Interviews, about the importance of preserving your family's stories for future generations. Vance explains how his company helps individuals and couples record their life stories, capturing memories from childhood, careers, marriage, and more. These interviews provide a lasting legacy that can be shared with future generations, ensuring family stories are never lost. Vance also shares how these interviews help farm founders transition into retirement by documenting their legacy and easing the emotional challenges of passing the farm to the next generation. Key Takeaways: - Why recording family stories is crucial. - How Legacy Interviews helps preserve farm founders' legacies. - The emotional benefits of documenting your family's history. Don't miss this heartwarming conversation about the power of storytelling and leaving a lasting legacy for your family. Listen to this episode on YouTube and discover the importance of family legacy interviews today! Thanks for tuning in, Tracy ============================= ✅ About The Impact Farming Show: Produced by Farm Marketer. Farm Marketer is a Canadian digital media company specializing in publishing agriculture content that matters most to Canadian farmers: news, commodities, agriculture events, agriculture real estate for sale, and much more.  Farm Marketer is also the proud producer of the award-winning agriculture show The Impact Farming Show. This weekly video and podcast show is dedicated to introducing farmers to the people and ideas that will impact their farming operations. Join show host Tracy Brunet as she speaks to top minds and change makers about what's currently IMPACTING agriculture.    ================================= Related Searches

In this episode, I'm diving into the importance of transition planning, both in our personal lives and careers. I've been through a lot of transitions myself, and I want to share some of those experiences with you. It's all about being prepared for changes, avoiding burnout during these times, and having a solid succession plan in place. Through practical examples and personal stories, I'll offer insights on how to get ready for various transitions in life, making it easier for you and everyone else involved.Early-bird registration from Creating Space 2025 is opening ONLY for the month of March! Head to⁠joanchanmd.com/space⁠ to book your connection call and benefit from the early-bird payment plan and bonus coaching session

Divorce is complicated enough on its own, but when children with special needs are involved, the complexity of co-parenting and planning for the future is even greater. You can't afford to just “get it over with”—you need a plan that works not just for today, but for years down the road.In this episode, I sit down with Erik Feig, founder of Feig Mediation Group, to talk about how mediation can help families transition smoothly while prioritizing the unique needs of their children. Listen in to learn what it takes to tackle decisions that can feel overwhelming, how to create a solid co-parenting plan, and what you can do to manage stress along the way.For show notes and more, visit: https://tinyurl.com/34xj5u46

This week's Urban Valor episode features Rory Farrell, a retired Navy Special Operations Corpsman (2004-2024), who shares his journey through the military and beyond. Growing up in Colchester, CT, Rory was deeply impacted by 9/11, which inspired him to enlist in the Navy. He pursued the Special Amphibious Reconnaissance Corpsman pipeline, undergoing some of the most grueling training in military history to become a Special Ops Medic. Throughout his career, Rory faced intense challenges, including a flashbang accident that nearly cost him his hand, and a shocking attempt by a superior officer to sabotage his career. However, one of his most extraordinary moments came when he rescued a mother and her child after a 110-ft tree crushed their car at Yosemite National Park. His quick thinking and elite medical training saved their lives, demonstrating the resilience, sacrifice, and heroism that define special operations forces.

In this episode, Tracy sits down with Maggie Van Camp, Founder of Loft32 and Farmer's Bridge, to discuss the importance of transition planning and preserving farm legacies. Maggie shares insights on why understanding the past is key to planning for the future and introduces her project, Farm Family Legacy Videos, which helps farm families document their stories for generations to come. Key Topics: - The importance of transition planning for farm families - How Farm Family Legacy Videos capture the farm's history - Why documenting your farm's legacy is such a beautiful gift  Tune in to learn how documenting your family's farm legacy can set the stage for a successful future! Thanks for tuning in, Tracy ================================= ✅ About The Impact Farming Show: Produced by Farm Marketer. Farm Marketer is a Canadian digital media company specializing in publishing agriculture content that matters most to Canadian farmers: news, commodities, agriculture events, agriculture real estate for sale, and much more.  Farm Marketer is also the proud producer of the award-winning agriculture show The Impact Farming Show. This weekly video and podcast show is dedicated to introducing farmers to the people and ideas that will impact their farming operations. Join show host Tracy Brunet as she speaks to top minds and change makers about what's currently IMPACTING agriculture.     Sign up for Impact Farming Show Alerts: https://www.farmmarketer.com/impact_farming_show/sign-up =================================

NYC Special Education Attorney Adam Dayan is joined by fellow Special Education Attorney Arshi Pal as they delve into the crucial topic of early adulthood and transition planning for students with disabilities. Arshi brings a wealth of experience to the discussion, having spent 10 years working in an elementary school with children from diverse backgrounds who often lacked the support they needed to thrive both academically and emotionally. Together, Adam and Arshi emphasize the importance of parents planning early for their child's future—looking beyond school years and preparing for the transition into adulthood. Tune in as they cover key topics such as high school diplomas, graduation, college accommodations, and adult services, all with the goal of helping students with disabilities succeed in the next chapter of their lives.

In this episode of the Uplevel Dairy Podcast, Peggy is sitting down with Will McKinley, President of Menn Law Firm, to discuss the importance of trust and estate planning for farm families.  Will explains three different types of trusts, including Medicaid, revocable, and irrevocable trusts, and their relevance in asset protection, probate avoidance, and tax planning for farms. He shares insights into the legal and practical aspects of transition planning and succession for agribusiness, emphasizing the importance of updating and funding the trust. Real-life stories illustrate successful trust implementations and the challenges of equitable asset distribution among family members. The episode underscores the necessity of early planning and communication to ensure a smooth transition of farm operations to the next generation.  00:00 Introduction and Welcome 00:14 Menn Law's Legacy and Services 02:01 Will McKinley's Background 02:45 Understanding Trusts: An Overview 04:11 Medicaid Trusts Explained 05:10 Revocable Trusts: Essential for Farms 06:57 Irrevocable Trusts: Advanced Planning 16:19 Practical Applications and Case Studies 25:46 Challenges in Trust Planning 28:57 Success Stories and Final Advice 35:23 Conclusion and Contact Information This Episode is Brought to you by Menn Law Firm Contact Will McKinley at Menn Law, Appleton, Wisconsin: William-McKinley@mennlaw.com (920) 731-6631 https://mennlaw.com/ Do you have a question on succession and farm transition you would like to hear Will answer on the Uplevel Dairy Podcast? Send your questions to peggy@upleveldairy.com

S7, EP 51 – Are your finances holding your ranch back? In this episode of Casual Cattle Conversations, host Shaye Koester-Wanner sits down with financial expert Jessica Groskopf to tackle the challenges of financial planning for farmers and ranchers. Together, they break down actionable strategies to secure your operation's future, from estate and transition planning to building emergency funds and distinguishing good debt from bad debt. Discover why early investing, alternative revenue streams, and separating personal and farm finances are critical for lasting success in agriculture. Jessica also shares tips to simplify financial management and take control, even when it feels overwhelming. Key Takeaways Financial planning is vital for young farmers and ranchers. Estate and transition planning ensure a sustainable future for your operation. Start saving early to build long-term wealth. Maintain an emergency fund covering three to six months of expenses. Understand the difference between good debt and bad debt. Invest in flexible accounts to grow financial security. Explore alternative revenue streams to diversify income. Separating personal and farm finances is a game-changer. Small steps lead to significant improvements in financial management. Seeking advice from financial experts can alleviate stress. Chapters 00:00 – Introduction to Transition Planning 04:19 – Empowering the Next Generation of Ranchers 06:49 – Early Wealth-Building Strategies 12:55 – Setting Up an Emergency Fund 21:09 – Good Debt vs. Bad Debt Explained 26:17 – Smart Investing for Farmers 33:32 – Diversifying with Alternative Revenue Streams 35:49 – Steps to Financial Freedom RancherMinds: https://www.casualcattleconversations.com/ranchermind-events  The Ultimate Goal-setting Guide for Ranchers: https://www.casualcattleconversations.com/ranchermind-events/p/move-the-ranch-forward-2025  Connect with Jessica on Instagram @jessica_groskopf

Meet Amber. Her journey through nonprofit work is winding (literally!)