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David Edey Author, Speaker, Certified Executor Advisor

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

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Simplifying Estate Planning &Raquo; 2024 Podcast Cover 20241115 Ojtm940Fvp
Simplifying Estate Planning

In this episode David talks with Peter Morrison, a financial planner from Executors Friend.   Peter shares his story and explains his job helping people who are executors—those in charge of handlin…

In this episode Davi…

In this episode David talks with Peter Morrison, a financial planner from Executors Friend.   Peter shares his story and explains his job helping people who are executors—those in charge of handling someone's estate when they pass away.   He talks about the importance of being prepared, organizing important documents, and having clear conversations about who will take on this important job.   Tune in to learn about the challenges executors face.   This episode is perfect for anyone wanting to learn more about making a will and ensuring their loved ones are taken care of.   For David's b…

Listen · 27:29
Executor Horror Stories &Raquo; 2024 Podcast Cover 20241108 Akc4Tstn14
Executor Horror Stories

As part of the Make a Will Month series David has a conversation with Jill Chambers, the founder of  Financial Concierge.   It is Jill's mission is to guide vulnerable families, busy professionals, …

As part of the Make …

As part of the Make a Will Month series David has a conversation with Jill Chambers, the founder of  Financial Concierge.   It is Jill's mission is to guide vulnerable families, busy professionals, and older adults as they navigate the complexities of estate planning.   In this episode Jill shares her insights on the importance of communication, the risks of joint accounts, and the necessity of having a trusted contact person.   Whether you're just beginning to think about your own estate planning or looking to understand the what it means to act as an executor, this episode is packed with…

Listen · 28:22
Make A Will Month: Taking The First Steps Toward Peace Of Mind &Raquo; 2024 Podcast Cover 20241105 3Hphgokte2
Make A Will Month: Taking the First Steps Toward Peace of Mind

Do you have a will? If the answer is no, or you're unsure when you last updated it, this episode is a must-listen.   David welcomes back Bruce Young, an expert in estate and trust advisory services, …

Do you have a will? …

Do you have a will? If the answer is no, or you're unsure when you last updated it, this episode is a must-listen.   David welcomes back Bruce Young, an expert in estate and trust advisory services, for a conversation on the importance of making and maintaining a will during part 1 in a series during 'Make A Will Month.'   Discover how a little preparation can save your loved ones from financial and emotional turmoil, and learn practical steps to create a foolproof estate plan.   For David's book, other resources and more visit www.davidedey.com

Listen · 32:53
Wills Thrills Legal Spills &Raquo; 2024 Podcast Cover 20241029 45Ovp6H2Mm
Wills Thrills Legal Spills

In this episode, "Wills Thrills & Legal Spills," David breaks down complex terms like wills, trusts and executor. Hear stories to demystify the essential documents for estate planning, such as pow…

In this episode, "Wi…

In this episode, "Wills Thrills & Legal Spills," David breaks down complex terms like wills, trusts and executor. Hear stories to demystify the essential documents for estate planning, such as power of attorney.   Get ready to learn how to plan your estate as seamlessly as planning a journey to a theme park.   Tune in and equip yourself with the knowledge to navigate estate planning with confidence and ease.   For David's book, other resources and more visit www.davidedey.com

Listen · 9:03
Love, Loss, And Legacy: A Path To Rebuilding Life! &Raquo; 2024 Podcast Cover 20241021 Dgoiawje6M
Love, Loss, and Legacy: A Path to Rebuilding Life!

In this episode, David's is joined by Jeanette Koncikowski, a writer and advocate for widowed parents.   Tune is as she shares her journey following the sudden loss of her husband due to a rare epile…

In this episode, Dav…

In this episode, David's is joined by Jeanette Koncikowski, a writer and advocate for widowed parents.   Tune is as she shares her journey following the sudden loss of her husband due to a rare epilepsy-related illness.   Jeanette shares her personal experiences from her memoir "Shipwrecked," detailing how she navigated the challenging terrain of Grief while raising her two young daughters.   Through this honest conversation, Jeanette reveals how vulnerability opened doors to new joys and Relationships despite profound loss.   Join us as we explore Jeanette's journey of personal Growth, he…

Listen · 37:42
Unlocking The Secrets To Healing: How Celebrating Life Transforms Grief! &Raquo; 2024 Podcast Cover 20241014 Z04Gmuff09
Unlocking the Secrets to Healing: How Celebrating Life Transforms Grief!

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

Listen · 41:42
From Heartache To Healing: One Woman'S Journey &Raquo; 2024 Podcast Cover 20241008 Nl77R69U1G
From Heartache to Healing: One Woman's Journey

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…

Listen · 16:30
The Hidden Crisis: Why 152 Million Americans And 15 Million Canadians Don'T Have A Will &Raquo; 2024 Podcast Cover 20240930 V988Fr4Xoe
The Hidden Crisis: Why 152 Million Americans and 15 Million Canadians Don't Have a Will

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

Listen · 30:59
The Power Of Legacy Moments: How To Preserve Your Story For Future Generations &Raquo; 2024 Podcast Cover 20240923 Cbl522Ok7T
The Power of Legacy Moments: How to Preserve Your Story for Future Generations

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

Listen · 25:13
From Widowhood To Finding Love And Laughter Once Again &Raquo; 2024 Podcast Cover 20240917 849Q6Rnarz
From Widowhood to Finding Love and Laughter Once Again

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…

Listen · 24:23
Expectations Vs. Reality: Inheritance Survey Findings With Rob Carrick &Raquo; 2024 Podcast Cover 20240910 Yz83Zb4Y7W
Expectations vs. Reality: Inheritance Survey Findings with Rob Carrick

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…

Listen · 18:50
Episode 100 Unlocking The Secrets To Living Longer And Happier Lives &Raquo; 2024 Podcast Cover 20240904 Xq76Xcfa66
Episode 100 Unlocking the Secrets to Living Longer and Happier Lives

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 

Listen · 35:20
Finding Peace In Grief &Raquo; Bookbrushimage 2024 1 9 17 2417
Finding Peace in Grief

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

Listen · 30:29
Shifting The Conversation: Legacy Planning With &Quot;Die With Zero&Quot; &Raquo; 2024 Podcast Cover 20240626 Ciadja6Y06
Shifting the Conversation: Legacy Planning with "Die With Zero"

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

Listen · 4:16
Navigating Farm Family Dynamics: Strategies For Success And Harmony &Raquo; 2024 Podcast Cover 20240619 P841Drni6W
Navigating Farm Family Dynamics: Strategies for Success and Harmony

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  

Listen · 37:43
Listener Questions Answered: How To Secure Your Family'S Future And Legacy &Raquo; 2024 Podcast Cover 20240612 6Pco9Ckm9P
Listener Questions Answered: How to Secure Your Family's Future and Legacy

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…

Listen · 6:42
The 4 Phases Of Retirement And Life Legacy Planning &Raquo; 2024 Podcast Cover 20240605 V1Phyq3Tp4
The 4 Phases of Retirement and Life Legacy Planning

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

Listen · 33:59
Surviving Loss: A Love Story Of Redemption, Resilience, And Building A Legacy &Raquo; 2024 Podcast Cover 20240428 3Ejf18Xg2W
Surviving Loss: A Love Story of Redemption, Resilience, and Building a Legacy

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…

Listen · 26:10

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