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
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    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
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    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
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    38 mins
  • Guided Grace: The Role of Doulas in End-of-Life Planning EP21

    Guided Grace: The Role of Doulas in End-of-Life Planning EP21
    Jul 30 2024
    In this episode of Thoughtful Planning, Santiago and Honey interview Anna Adams, a seasoned end-of-life doula and founder of the International Doula Life Movement (IDLM). With over 25 years of experience in hospice and end-of-life care, Anna shares her journey, the importance of end-of-life doulas, and the comprehensive support they offer to individuals and families. Today’s essential question: What is a death or end-of-life doula and why should I know more about this topic? Episode Highlights: Anna’s journey to becoming an end-of-life doula and starting IDLM Services and support offered by IDLM, including community nurturing, continuing education and specialized training Emotional and practical support provided by doulas Memorable experiences and impactful stories from Anna’s career Addressing common misconceptions about end-of-life doulas The evolving role and future demand for doulas How to become a doula and the training programs offered by IDLM Advice for Listeners: Consider working with an end-of-life doula to guide and support you and your family through the planning process. Regularly review and update your advanced planning documents to ensure they reflect your current wishes. Take practical steps to organize important documents and information in a single, easily accessible location. Don’t wait for a terminal illness to start planning; proactive preparation can relieve stress and provide peace of mind. Key Takeaways: End-of-life doulas offer holistic, non-medical support to individuals and families, focusing on emotional, spiritual, and practical aspects of care the family wants. Doulas can provide valuable assistance including advanced planning and grief support. Misconceptions about doulas, clarifying their non-medical, holistic support role and they’re not only present at home deaths, need to be dispelled. You also don’t have to be dying to work with a doula. You can work with one during your planning process to help you get everything organized. The demand for end-of-life doulas is increasing and their role is slowly evolving to include more integration with healthcare settings. Conclusion: Planning for end-of-life while clear of mind is essential for reducing stress and ensuring your wishes are honored. End-of-life doulas provide invaluable support and guidance, helping families navigate the complexities of this process with compassion and expertise. By taking proactive steps now, you can create a legacy of thoughtful planning and peace for your loved ones. Connect with Anna Adams: Click here to follow the International Doula Life Movement on Facebook Click here to follow the International Doula Life Movement on Instagram Click here to follow Anna on Instagram Website: International Doula Life Movement Click here For Anna’s private practice Direct phone number to Anna Adams: 210-721-3422 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
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    41 mins
  • An Executor's Journey: Navigating Responsibilities, Blended Family Planning and Menopause Challenges EP 20

    An Executor's Journey: Navigating Responsibilities, Blended Family Planning and Menopause Challenges EP 20
    Jul 16 2024
    In this episode of Thoughtful Planning, Honey and Santiago are joined by Sally Bartlett, the founder of Define Yourself Longevity, where Sally is speaker, an author and is dedicated to helping women on their menopause journey.This episode highlights Sally’s experience with being an executor twice and with tips on setting up a trust with a blended family. Today’s essential question: How can comprehensive planning for your end-of-life help with your executor? Episode Highlights: Executor's Responsibilities: Sally provides a detailed account of her experiences as an executor, offering practical tips and advice for managing estate affairs efficiently. Blended Family Planning: Discover how Sally approached estate planning with her fiancé, addressing the unique challenges of blending families and ensuring clear, comprehensive plans are in place. Impact of Menopause: Sally discusses how menopause affected her emotional state and decision-making processes during estate planning, emphasizing the importance of emotional regulation and self-care. Key Takeaways: Detailed Logging: The importance of keeping a meticulous log of conversations and actions when managing an estate. Legal Preparedness: The benefits of having all legal documents and wishes clearly outlined to avoid complications and conflicts. Emotional Well-being: Strategies for maintaining emotional health and balance, especially when dealing with significant life changes like menopause. Family Collaboration: How open communication and planning can help ensure that all family members are on the same page and that the loved one’s wishes are honored. Conclusion: Sally shared her profound experiences and practical tips as an executor, emphasizing the importance of detailed planning, emotional regulation, and open communication. Her insights highlight the necessity of comprehensive end-of-life planning to ensure a smoother process for loved ones and to honor final wishes. Connect with Sally: IG: @itssallybartlett FB, Twitter: @imsallybartlett LI: @iamsallybartlett Website: http://www.SallyBartlett.com Could these feelings be menopause? Click here to take the Quiz Dammit...it IS Menopause! Click here for the Amazon Link to Volume 1 Dammit...it IS Menopause! Click here for the Amazon Link to Volume 2  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
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    40 mins
  • How Facing Adversity Can Fuel Your Planning EP 19

    How Facing Adversity Can Fuel Your Planning EP 19
    Jul 2 2024
    In this episode of Thoughtful Planning, Honey and Santiago are joined by April Adams Pertuis, the founder of Lightbeamers, an organization dedicated to helping women use their story to shine their light.This episode highlights the importance of planning while you’re clear of mind. Today’s essential question: How can facing adversity inspire deeper action and thoughtful planning in your own life? Episode Highlights: Family Health Crises: April's cousin was diagnosed with stage four cancer, requiring emergency brain surgery. Shortly after, April's son needed emergency intestinal surgery, bringing the importance of planning to the forefront. April discusses the fear and urgency in the waiting room, prompting her and her husband to reassess their plans and ensure they are prepared. Job Loss and IRS Audit: Early in their family life, April and her husband faced job loss and a brutal IRS audit. These experiences taught them the importance of having a financial plan and professional advice. Hiring a financial planner and bookkeeper helped them navigate and recover from these challenges. Planning for the Future: April emphasizes the ongoing nature of planning, especially as circumstances change. They have begun conversations about disability insurance, savings, and life insurance for both themselves and their children. April stresses the importance of starting financial education early, even for teenagers. Advice for Listeners: Seek professional advice if you are overwhelmed by planning and organizing. Start planning before a crisis hits to be prepared and reduce fear during emergencies. Building a financial safety net is crucial for navigating turbulent times. Utilize resources like financial planners and bookkeepers to manage and grow your finances. Key Takeaways: Adversity can be a powerful motivator for action and thoughtful planning. Preparation provides a safety net during difficult times, helping to manage crises more effectively. Continuous planning and reassessment are essential to stay prepared for life's unexpected challenges. Conclusion: April reflects on the importance of sharing stories to help others. Honey and Santiago encourage listeners to use adversity as an opportunity to deepen their planning efforts while they are clear of mind.  Connect with April: Click here to join April’s free Facebook group, Lightbeamers Click here to follow Lightbeamers on Instagram Click here to follow April on LinkedIn Website: Light Beamers 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
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    41 mins
  • Empowering Cancer Warriors: The Heartfelt Impact of Community Support EP 18

    Empowering Cancer Warriors: The Heartfelt Impact of Community Support EP 18
    Jun 18 2024
    In this heartwarming episode of Thoughtful Planning, Honey and Santiago are joined by Julie Moser, the founder of Pink Warrior Angels, a non-profit organization dedicated to supporting individuals battling cancer. The discussion highlights the crucial role of community support in the cancer journey, the importance of planning and explores various ways individuals and communities can make a meaningful impact. Today’s essential question: How important is support outside of your family and what are some ways you as an individual can support those in need? Episode Highlights: Community Support: Julie emphasizes the profound impact of community support on individuals battling cancer, highlighting the importance of emotional and practical assistance beyond the family circle. Pink Warrior Angels' Mission: The organization empowers cancer warriors through a community of support, compassion and awareness. Getting Involved: Julie shares several ways individuals and communities can contribute to either their community or to the Pink Warrior Angels. Personal Stories: Julie shares touching stories from her work, illustrating the tangible difference Pink Warrior Angels makes in the lives of cancer fighters. Importance of Planning: Julie shares advice on planning while your mind is clear and shares stories of how planning can help your family. Final Thoughts:As you reflect on this episode, consider how you can make a difference in the lives of those battling cancer. Community support is invaluable, and even small acts of kindness can have a significant impact. Connect with Pink Warrior Angels: Website: Pink Warrior Angels Facebook: Pink Warrior Angels on Facebook Instagram: @pinkwarriorangels 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 Legacy Toolkit Website Learn more about your ad choices. Visit megaphone.fm/adchoices
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    52 mins
  • Annual Check-In: Keeping Your End-of-Life Plans Up-to-Date EP 17

    Annual Check-In: Keeping Your End-of-Life Plans Up-to-Date EP 17
    Jun 4 2024
    This episode focuses on an annual check-in to ensure your end-of-life plans are up-to-date. It focuses on the importance of regularly reviewing your foundational documents—wills, trusts, advance healthcare directives, and powers of attorney—to ensure they reflect any life changes and current wishes. Today’s essential question: What are some reasons one should review their foundational end-of-life documents? Episode Highlights: The Importance of Foundational Documents: Santiago emphasizes the need for a will/trust, advance healthcare directives, and power of attorneys as basic foundational documents. Honey reminds listeners that these documents must be reviewed regularly to reflect life changes. Personal Experience: Santiago shares their personal story about realizing their documents were outdated before a trip abroad, highlighting the importance of regular reviews. Discussing the need to update documents after moving to a different state, buying a home, and starting a business. Guidance for New Planners: Honey advises new listeners to start with episodes 6, 7, and 8 for detailed guidance on creating foundational documents. Recommendations on checking state laws for wills or trusts and ensuring beneficiaries and executors are current. Additional Resources: Santiago points listeners to episode 13 for insights on elder law and the importance of accessible advance healthcare directives. Tips on where to keep advance healthcare directives and ensuring prescriptions are correct and accessible. Specific Documents to Consider: Honey discusses the importance of medical and financial power of attorney documents and suggests working with an estate attorney. Universal Advice: Santiago emphasizes that planning is important for everyone aged 18 and above, regardless of current assets or perceived need. Encouragement to take control of one's life and estate to make things easier for family members. Action Steps: Honey and Santiago encourage listeners to find, review, and update their foundational documents. Importance of communicating wishes to loved ones and making arrangements for pets with at least two backups. Conclusion: Final encouragement to take action now for peace of mind and a well-planned legacy. Links Mentioned: Click here to listen to episode 6: Why a Will is Necessary and How to Begin Planning Click here to listen to episode 7: The Benefits of a Trust for End-of-Life Planning Click here to listen to episode 8: POA’s and Medical Directives: Your Legal Toolkit Click here to listen to episode 13: Planning With Clarity: Navigating Elder Law to Secure Peace and Avoid Crisis 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 Legacy Toolkit Website Learn more about your ad choices. Visit megaphone.fm/adchoices
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    10 mins