David Edey is a Certified Executor Advisor with over 35 years of experience in the financial planning industry, specializing in Estate and Legacy planning. He is the author of the bestselling book, "Executor Help: How to Settle an Estate, Pick an Executor, and Avoid Family Fights," and hosts the Executor Help Podcast, guiding individuals to secure their legacies and maintain family harmony.
Recent Content
In this episode David has a conversation with Jason Harris author of Good Grief: Celebrate Your Life about the delicate dance to handling grief, from personal loss to life's unexpected changes. …
In this episode Davi…
In this episode David has a conversation with Jason Harris author of Good Grief: Celebrate Your Life about the delicate dance to handling grief, from personal loss to life's unexpected changes. Jason shares his ideas on how we can better celebrate lives and navigate those tough moments. Stick with us; you'll want to hear this! For David's book, other resources and more visit www.davidedey.com
In this episode David welcomes Andrea Pomeroy, a poetic voice of resilience and transformation. Andrea, a nurse, author and devoted mother channels her life experiences into poetry offering a windo…
In this episode Davi…
In this episode David welcomes Andrea Pomeroy, a poetic voice of resilience and transformation. Andrea, a nurse, author and devoted mother channels her life experiences into poetry offering a window into personal Growth amid adversity. Tune in as Andrea shares her insights on using poetry for healing, discussing pivotal poems from her book Memories of Me that embody her story of resilience, self-discovery, and hope. Whether you're navigating your struggles or seeking inspiration, Andrea's heartfelt reflections promise to resonate deeply. For David's book, other resources and more v…
In this episode David Edey has a conversation with Dr. Thomas William Deans, an expert on family businesses and wills. Did you know that 152 million American and 15 million Canadian adults don't ha…
In this episode Davi…
In this episode David Edey has a conversation with Dr. Thomas William Deans, an expert on family businesses and wills. Did you know that 152 million American and 15 million Canadian adults don't have a will? Tom talks about why talking about family Money is so hard and shares how having family meetings can help. He also dives into the tricky topic of covert narcissists in families and how they can mess up things. For David's book, other resources and more visit www.davidedey.com
Feeling like a deer caught in headlights when it comes to legacy planning? Tune into this episode as David chats with Nancy Olsen, the founder of Legacy Moments Last Forever. Whether it's t…
Feeling like a deer …
Feeling like a deer caught in headlights when it comes to legacy planning? Tune into this episode as David chats with Nancy Olsen, the founder of Legacy Moments Last Forever. Whether it's tales from World War II nurses, awkward family wills, or how to use your iPhone to record Grandma’s favorite recipes. Trust us; it’s like getting a hug from your future self. You won’t want to miss it—it’s the most entertaining way to avoid family feuds from beyond the grave! 😄📜👵📲 For David's book, other resources and more visit www.davidedey.com
On this episode David has a conversation with Debbie Weiss, a widow who took a wild ride through online dating after losing her husband George. From binge-watching Netflix with Manhattans in hand D…
On this episode Davi…
On this episode David has a conversation with Debbie Weiss, a widow who took a wild ride through online dating after losing her husband George. From binge-watching Netflix with Manhattans in hand Debbie's journey is filled with laughter, lessons, and late-life love. Tune in for an episode that's equal parts funny and heartwarming as Debbie shares how she found happiness again and wrote a book about it, "Available As Is." Get ready for some real talk about dating disasters, healing, and maybe a few tips on dodging bad dates. You won't want to miss it! For David's book, other resourc…
In this episode David chats with Rob Carrick, a personal Finance columnist from The Globe and Mail. Rob shares surprising results from his recent survey about inheritances in Canada. They disc…
In this episode Davi…
In this episode David chats with Rob Carrick, a personal finance columnist from The Globe and Mail. Rob shares surprising results from his recent survey about inheritances in Canada. They discuss why many Canadians expect to inherit six figures and whether this is realistic. They also talk about how longer lifespans and rising healthcare costs could affect these expectations. Plus, find out how young people's attitudes towards saving and Investing are impacted by inheritance expectations. Tune in for great tips on family financial planning and avoiding conflicts over inher…
This is episode 100 Are you interested in learning how to live longer, happier, and a healthier life? David has a conversation with Dr. Joe Casciani, founder of the Living to 100 Club and aut…
This is episode 100 …
This is episode 100 Are you interested in learning how to live longer, happier, and a healthier life? David has a conversation with Dr. Joe Casciani, founder of the Living to 100 Club and author of "Living Longer is the New Normal." Dr. Casciani shares valuable Wisdom on navigating the complexities of Aging, addressing cognitive challenges, and having a positive mindset for healthier living. For David's book, other resources and more visit www.davidedey.com
Join David as he has a conversation with grief educator Brian D. Smith who shares his personal journey of finding hope and growth amid grief. Learn about the levels of grief, practical steps for co…
Join David as he has…
Join David as he has a conversation with grief educator Brian D. Smith who shares his personal journey of finding hope and growth amid grief. Learn about the levels of grief, practical steps for coping, and the transformative power of supporting others while navigating loss and healing. Tune in for an inspiring discussion on navigating grief in today's digital age. Evaluate Your Estate Plan: Take the Legacy Readiness Quiz
In this episode David talks about "Die With Zero" by Bill Perkins. The book explores an unconventional approach to wealth management and legacy planning that challenges the traditional beliefs abou…
In this episode Davi…
In this episode David talks about "Die With Zero" by Bill Perkins. The book explores an unconventional approach to wealth management and legacy planning that challenges the traditional beliefs about saving for Retirement. So sit back, reflect on your relationship with money, and consider how to make each moment count. After listening, we encourage you to engage with David on social media and share your thoughts. For David's book, other resources, and more visit www.davidedey.com
David has a conversation with family farm transition expert Elaine Froese about the intricacies of farm family dynamics and the crucial aspects of succession planning within agricultural businesses. E…
David has a conversa…
David has a conversation with family farm transition expert Elaine Froese about the intricacies of farm family dynamics and the crucial aspects of succession planning within agricultural businesses. Elaine shares her expertise on facilitating tough conversations between family members, specifically founders and the next generation, the episode emphasizes the significance of open and mature communication in fostering harmony within the family business. Evaluate Your Estate Plan: Take the Legacy Readiness Quiz
Are you ready to secure your family's future and protect your legacy? In this episode, David tackles some frequently asked listeners questions about wills, estate planning, and the impact on your l…
Are you ready to sec…
Are you ready to secure your family's future and protect your legacy? In this episode, David tackles some frequently asked listeners questions about wills, estate planning, and the impact on your loved ones. From heartbreaking stories to empowering examples, David talks about the importance of making a will, the consequences of not having one, and how estate planning can benefit you and your family. Plus, we've teamed up with Future File to guide you through organizing your essential information, wishes, and assets in one place. Visit Future File and use the promo code executorhelp…
David's guest is Dr. Riley Moynes who shares invaluable insights into the psychological challenges of retirement and the "4 phases of retirement" that can help retirees navigate this significant life …
David's guest is Dr.…
David's guest is Dr. Riley Moynes who shares invaluable insights into the psychological challenges of retirement and the "4 phases of retirement" that can help retirees navigate this significant life transition. The discussion also touches on the importance of legacy and estate planning related to the phases of retirement, highlighting the significance of preserving family history and passing on valuable lessons through means such as the life legacy letter. For David's book, other resources and more visit www.davidedey.com
David talks with Kelly Kirk, a remarkable individual with an extraordinary love, loss, and resilience story. Kelly shares his journey from struggling with homelessness after business failure to fin…
David talks with Kel…
David talks with Kelly Kirk, a remarkable individual with an extraordinary love, loss, and resilience story. Kelly shares his journey from struggling with homelessness after business failure to finding hope through his deep connection with his late wife, Sophia. Their love story, filled with unwavering support and perseverance, is truly inspiring. Kelly also discusses his nonprofit, the Sophia Graham Foundation, which focuses on improving Mental Health through physical fitness, and his dedication to helping others find their strength amid adversity. Listen in as Kelly opens up abou…
David talks with Deborah Covell Fletcher, the author of Finding Your Hey, a crash course into braving grief and embracing Joy. Deborah believes in finding joy in the little things and living life. …
David talks with Deb…
David talks with Deborah Covell Fletcher, the author of Finding Your Hey, a crash course into braving grief and embracing Joy. Deborah believes in finding joy in the little things and living life. The book encourages others to change their outlook on life and embrace happiness. Deborah hopes to inspire readers to approach their lives more positively and appreciate the joys that come their way. For David's book, other resources, and more visit www.davidedey.com
David has a conversation with Tsitsi Mutendi, a family business expert and author of Raising The Baobab. Tsitsi shares her family's incredible entrepreneurship and generational wealth-building journey…
David has a conversa…
David has a conversation with Tsitsi Mutendi, a family business expert and author of Raising The Baobab. Tsitsi shares her family's incredible entrepreneurship and generational wealth-building journey in Zimbabwe. Learn about her family's challenges and the crucial lessons learned about passing down businesses across generations. If you're curious about the importance of family communication, multi-generational wealth transfer, and the intricacies of family governance, you won't miss this insightful conversation! For David's book, other resources, and more visit www.davidedey.com
In this episode, David has a conversation with Greg Barnsdale author of Do Not Ignore Your Mortality, who shares his experiences working in the death industry and his personal health scare. The con…
In this episode, Dav…
In this episode, David has a conversation with Greg Barnsdale author of Do Not Ignore Your Mortality, who shares his experiences working in the death industry and his personal health scare. The conversation highlights the importance of proactive end-of-life planning, dispels misconceptions about wills and power of attorney, and stresses the need for open family discussions. You will gain insights into overcoming the fear of tough discussions and practical advice for estate planning, aiming to inspire you to take proactive steps for your peace of mind and the well-being of loved ones. …
David has a conversation with Allison Pilling about the impact of the Death Café Quinte on individuals seeking support and information surrounding death, grief, and end of life decisions. For Davi…
David has a conversa…
David has a conversation with Allison Pilling about the impact of the Death Café Quinte on individuals seeking support and information surrounding death, grief, and end of life decisions. For David's book, other resources, and more visit www.davidedey.com
Join David and guest Wayne Zell author of Your Multimillion Dollar Exit. Tune in as they explore the critical nuances of estate and succession planning for businesses. Drawing from Wayne Zell's…
Join David and guest…
Join David and guest Wayne Zell author of Your Multimillion Dollar Exit. Tune in as they explore the critical nuances of estate and succession planning for businesses. Drawing from Wayne Zell's wealth of experience in business succession planning, this episode provides real-life examples that underscore the importance of proactive planning to ensure a seamless transition for businesses facing unexpected events. Learn how to gain a deeper understanding of the complexities of exit planning and its far-reaching impact on businesses, families, and employees. For David's book, other re…