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The Retirement Trainer

Oct 6, 2022

Let’s face it, everyone has to face their own mortality at some point. But if you’ve planned ahead, your family and beneficiaries will thank you because settling an estate can be stressful when you’re starting from scratch.

Today’s episode is all about how to make legacy planning as simple as possible. We’ll walk you through what needs to be done to ensure that your family is looked after and cared for when that day comes.

Even though you can’t plan for everything, you can give them a great head start–which can make a world of difference when everything feels overwhelming.

In this podcast interview, you’ll learn:

  • Why it’s so important to put together a basic estate plan and review it often.
  • How dictating who gets what takes stress off of families and eliminates conflict.
  • How to communicate the details of your plan with your beneficiaries.
  • How to make the details of your digital life part of your estate plan.
  • Who to talk to in order to build out a plan for your survivors–and how to get help if you need it.

To get access to today's show notes, including links to all the resources mentioned, visit

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