Unveil the secrets of effective end-of-life planning with Greg Barnsdale, CEA, CFP, LFD. In this vital episode, he shares insights from his personal health scare and professional experience, underscoring the importance of clear communication and thorough documentation to safeguard your wishes and prevent family conflicts. Don’t miss these essential strategies to ensure your legacy is managed exactly as you envision.
Key Takeaways To Listen For
- The importance of pre-planning
- What are medical directives for?
- Pros and cons of setting up wills online
- How planning ahead can prevent financial overspending
- Why you need a certified executor advisor
Resources/Links Mentioned In This Episode
Take the Living Legacy Quiz and find out if you’re truly prepared. Start now at https://www.donotignoreyourmortality.com/quiz.html.
Start meaningful conversations about end-of-life planning with Top 30 Questions To Ask Yourself Right Now. Access the free resource and Canadian planning tools at https://www.donotignoreyourmortality.com/resources.html.
About Greg Barnsdale, CEA, CFP, LFD
Greg Barnsdale is a seasoned professional in the funeral industry and financial planning, with credentials as a Certified Executor Advisor, Certified Financial Planner, and licensed Funeral Director since 1985. His diverse experience spans roles in various funeral homes, as an examination proctor, and a life insurance specialist, educating financial advisors across Canada. Greg, who is also a hospice volunteer and holds a certificate in Estate & Trust Administration from STEP Canada, has authored the book “Do Not Ignore Your Mortality,” which aims to encourage proactive end-of-life planning. His work promotes the Death Positive Movement and offers practical advice for legacy planning, blending seriousness with a touch of humor. His book is available on major platforms, including Amazon and Barnes & Noble.
Connect with Greg
- Website: • GREG BARNSDALE •
- LinkedIn: Greg Barnsdale CEA/CFP/LFD
- Facebook: Do Not Ignore Your Mortality
- YouTube: Greg Barnsdale
Connect With Us
If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.
Follow Keith’s social media pages
- LinkedIn: Keith Borie
- Investor Club: Secret Passive Cashflow Investors Club
- Facebook: Keith Borie
- X: @BoboLlc80554
