Thoughtful Planning

By: Santiago and Honey Bueno
Listen for free

  • Summary

  • Life doesn’t always go as expected. That’s why planning for contingencies is so important. The Thoughtful Planning podcast will help you understand why having these conversations, and making these decisions are so important. Putting a plan in place gives your family peace of mind knowing and understanding your choices. Reduce stress and anxiety about finances, insurance, and your final wishes. Husband and wife hosts Santiago and Honey Bueno share the steps they’ve taken and explain the questions they are still considering. Create a plan now, while you’re able to thoughtfully consider how you’d like things handled. Santiago and Honey share advice with compassion and understanding. They know that hard conversations need to happen, but you don’t have to be alone as you begin your planning Journey.
    @Legacy Toolkit LLC 2024
    Show More Show Less
Show More Show Less
activate_samplebutton_t1
Episodes
  • How 9-11, Cancer and a Cruise Finally Made Me Plan for End of Life EP24

    How 9-11, Cancer and a Cruise Finally Made Me Plan for End of Life EP24
    Sep 10 2024
    Episode Summary: Santiago reflects on significant life events that drove him and his wife Honey to plan for end-of-life, emphasizing the importance of being prepared. Essential Question: What is it going to take for you to get started planning? Episode Highlights: 9/11 Experience: Santiago shares his firsthand experience at the Pentagon during the 9/11 attacks and how his team was unprepared for the events that unfolded. A Personal Loss: The sudden death of Santiago’s father served as a second wake-up call, yet he and his family were left scrambling to organize essential documents and navigate military bureaucracy. Battle with Cancer: Santiago recounts his stage 4 cancer diagnosis and how this experience brought the reality of being unprepared into focus once again. The Moment of Change: It wasn’t until 2023, while preparing for a cruise, that Santiago and Honey finally updated their wills, medical directives, and shared their plans with loved ones. Starting Thoughtful Planning: Santiago and Honey launched their podcast, “Thoughtful Planning,” to help others avoid the mistakes they made and encourage proactive preparation for life’s uncertainties. Advice for Listeners: Review and update your end-of-life documents, including wills, medical directives, and powers of attorney. Communicate your plans with family members to ensure everyone understands your wishes. Establish a routine for reviewing and updating your documents regularly, especially after major life changes. Key Takeaways: Life is unpredictable—take proactive steps to prepare for the future before it's too late. End-of-life planning not only benefits you but also eases the burden on your loved ones in times of grief. Even when life is busy, it’s important to prioritize planning to ensure peace of mind. Reflect on your personal situation and consider what event it may take for you to start planning for the end of life. Conclusion: Santiago and Honey’s journey reminds us that no matter how many wake-up calls life throws our way, the time to act is now. Their transformation from "overburdened planners" to "thoughtful planners" is a powerful testament to the importance of end-of-life planning. Don’t wait for a life-altering event to force you into action—start preparing today to ensure peace of mind for you and your loved ones. Join the Conversation: What event will it take for you to start planning for the future? Share your thoughts on social media and tag us using @legacytoolkitwithsantiagoandhoney. Connect, Subscribe & Follow: Don't forget to subscribe to Thoughtful Planning on your favorite podcast platform and follow us on social media for updates and more tips on end-of-life planning. Facebook Business Page LinkedIn Business Page YouTube Legacy Toolkit Website Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show More Show Less
    17 mins
  • Aging Gracefully: How to Prepare Your Home for the Future EP 23

    Aging Gracefully: How to Prepare Your Home for the Future EP 23
    Aug 27 2024
    Welcome to Thoughtful Planning, where hosts Honey and Santiago delve into important topics about planning for the future. In this episode, they are joined by Jennifer Lind, a Certified Senior Housing Professional (CSHP) and Certified Aging in Place Specialist (CAPS). With years of experience in real estate and senior care, Jennifer shares her expertise on helping older adults and their families with aging in place, downsizing and relocating. Today's Essential Question: Why should you consider working with a Certified Senior Housing Professional and/or a Certified Aging in Place Specialist? Key Topics Discussed: Jennifer's Journey: From helping professionals to specializing in senior transitions. Personal experiences that inspired her focus on senior care. Challenges of Senior Care: Managing senior care, probate processes, hoarding, and the emotional toll on families. Real-life cases where Jennifer’s expertise has been invaluable. Certifications Explained: Certified Senior Housing Professional (CSHP): A graduate-level course for real estate agents to assist seniors with unique challenges in aging in place. Certified Aging in Place Specialist (CAPS): Training to assess homes and recommend modifications to allow seniors to age safely in place. Current Trends in Senior Housing: The growing senior population and the need for age-appropriate housing. The importance of planning ahead for aging in place. Guest Information: Jennifer Lind Email: jenniferlind1170@gmail.com Facebook: Jennifer Lind CSHP Upcoming Website: http://www.jenniferjlind.com/ Key Timecodes: 00:00 Welcome to Thoughtful Planning 00:44 Introducing Jennifer Lynn: Senior Transition Expert 01:31 Jennifer's Personal Journey with Senior Transitions 04:47 The Importance of Planning Ahead 07:48 Navigating the Probate Process 13:16 Understanding Senior Housing and Aging in Place 19:03 Jennifer's Real Estate Expertise 20:14 Collaborative Efforts in Senior Care 21:54 Building a Home for Aging in Place 22:41 Supporting Families with Certifications 24:28 Memorable Experiences and Lessons Learned 27:45 Current Trends in Senior Housing 30:03 Community Initiatives and Volunteer Work 32:05 Planning Ahead for Aging in Place 38:43 Connecting with Trusted Resources 39:45 Final Thoughts and Contact Information Quotes: "Start early and plan for the ‘what if’ scenarios. It’s about being prepared, not being caught off guard." "Aging in place doesn’t have to be in your current home; it could mean choosing a home that’s more appropriate for aging." Resources Mentioned: Project 1027: A volunteer organization supporting seniors with check-ins and assistance. Artifacts Website: Artifacts (Note: spelled without the second "a") - A platform to document and share the stories behind personal items. Closing Thoughts: As you reflect on today’s discussion, consider why working with a Certified Senior Housing Professional or a Certified Aging in Place Specialist could be beneficial for you or your loved ones. Remember, every chapter you write today shapes your legacy tomorrow. Subscribe & Follow Legacy Toolkit & the Thoughtful Planning podcast: Don't forget to subscribe to Thoughtful Planning on your favorite podcast platform and follow us on social media for updates and more tips on end-of-life planning. https://www.facebook.com/legacytoolkitwithsantiagoandhoney - Legacy Toolkit Facebook Business Page https://www.linkedin.com/company/legacy-toolkit - Legacy Toolkit LinkedIn Business Page Website: https://www.legacytoolkit.com/podcast Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show More Show Less
    48 mins
  • Planning With Care: Insights from a Funeral Director EP 22

    Planning With Care: Insights from a Funeral Director EP 22
    Aug 13 2024
    In this episode of Thoughtful Planning, Santiago and Honey interview Dustin (Dusty) Fisher, Funeral Director and Owner of Ebensberger-Fisher Funeral Home in Boerne, TX. Disclaimer: This episode briefly discusses insurance and policies. Please read all documents carefully and ask questions if needed. Consider consulting an estate attorney for further guidance on any unclear documents. Today’s essential question: Why is it important for you to plan your own funeral? Episode Highlights: Introduction to Ebensberger-Fisher Funeral Home: Discover the history and modern transformation of a family-owned funeral home in Boerne, Texas, known for its warm and inviting atmosphere. Expert Insights from Dustin Fisher: Gain valuable advice from Dusty Fisher, co-owner of Ebensberger-Fisher Funeral Home, on the importance of having conversations about end-of-life wishes and how it simplifies decision-making for loved ones. Types of Funeral Services: Explore the range of services offered, from traditional funerals and cremations to green burials and unique memorial celebrations. Memorable Funeral Experiences: Hear intriguing stories from Dusty's years in the business, including creative and unconventional funeral requests. The Planning Process: Understand the steps involved in planning a funeral, whether it's pre-planning or at-need, and how to approach these decisions thoughtfully. Advice for Listeners: Have the Conversation: Engage in open discussions with your loved ones about funeral preferences to alleviate stress and confusion later on. Consider Pre-Planning: Learn the benefits of pre-planning your funeral, including cost savings and peace of mind for both you and your family. Understand Your Options: Be aware of the different types of funeral arrangements available and choose what best aligns with your values and budget. Key Takeaways: Importance of Communication: Effective communication with family members about funeral wishes can significantly ease the planning process and reduce emotional burdens. Flexibility in Planning: Modern funeral homes like Ebensberger-Fisher offer flexible services that cater to personal preferences, whether for a traditional service or a unique celebration of life. Financial Considerations: Pre-planning and insurance policies can help lock in costs and provide financial security for your loved ones. Conclusion: Planning your own funeral is an essential part of end-of-life preparation that ensures your wishes are respected and reduces the emotional and financial strain on your family. By having these conversations now, you create a thoughtful legacy for your loved ones. Connect with Dusty Fisher https://www.facebook.com/ebensbergerfisher to follow Ebensberger-Fisher Funeral Home on Facebook Website: https://www.ebensberger-fisher.com/ Email: info@boernefuneralhome.com Phone: 830-249-2321 Visit them at 1265 North Main Street in Boerne, Texas, to experience their inviting facilities firsthand Subscribe & Follow: Don't forget to subscribe to Thoughtful Planning on your favorite podcast platform and follow us on social media for updates and more tips on end-of-life planning. https://www.facebook.com/legacytoolkitwithsantiagoandhoney - Legacy Toolkit Facebook Business Page https://www.linkedin.com/company/legacy-toolkit - Legacy Toolkit LinkedIn Business Page Website: https://www.legacytoolkit.com/podcast Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show More Show Less
    38 mins

What listeners say about Thoughtful Planning

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available