Saturday - December 21st, 2024
Apple News
×

What can we help you find?

Open Menu

Securing Your Legacy: Estate Planning with Adam Zuckerman

Welcome to today’s episode of the Money Matters Podcast, where we dive deep into the waters of Finance and come up with pearls of Wisdom that keep your pockets full and your mind even fuller.

In this episode, host Christopher Hensley is joined by Adam Zuckerman, a seasoned attorney and the innovative founder of Buried in Work. Together, they explore the critical topic of Estate planning and how it’s essential for everyone, not just the wealthy.

**Episode Highlights:**
– Discover the shocking reality of estate planning through Adam’s personal journey.
– Learn why even at a young age, it’s crucial to start thinking about your Legacy.
– Find out the common mistake in estate planning that could jeopardize your future intentions and how to avoid it.
– Understand the importance of organizing your information and assets to minimize Stress for your loved ones.
– Explore innovative approaches to simplify estate organization and end-of-life tasks.

**About This Episode:**
Adam Zuckerman shares his unique and emotional story of how his father’s passing led to the creation of Buried in Work, a platform designed to revolutionize estate planning. Adam emphasizes the importance of starting the estate planning process early, understanding your assets, and ensuring that your loved ones are prepared for the future.

**Guest Bio:**
Adam Zuckerman is an experienced attorney and the founder of Buried in Work. His platform focuses on making estate planning accessible and comprehensive for everyone. Adam’s personal experiences and professional expertise make him a visionary in transforming how we think about securing our legacies.

**Call to Action:**
If you enjoyed this episode, please like, comment, and subscribe to our channel. Don’t forget to hit the bell icon to get notified about our latest uploads!

– 00:00 Introduction
– 01:00 Importance of Estate Planning
– 04:00 Adam’s Personal Story
– 10:00 Common Mistakes in Estate Planning
– 15:00 Innovative Approaches to Estate Organization
– 20:00 How to Start the Conversation About Estate Planning
– 25:00 Technology’s Role in Modern Estate Planning
– 30:00 Essential Components of a Comprehensive Estate Plan
– 35:00 Closing Remarks

#Podcast #EstatePlanning #MoneyMatters #AdamZuckerman #FinancialWisdom

Christopher Hensley RICP®, CES™

With over two decades in the financial services realm, Christopher Hensley's journey has been driven by a singular passion: helping individuals navigate the intricate paths of finance to achieve their life aspirations. His dedication isn't just rooted in numbers and strategies; it's about making genuine connections and empowering people with the knowledge they need for a secure future.

Christopher's foundation in the industry is robust. He's collaborated with Fortune 500 frontrunners like Merrill Lynch and UBS Financial Services and has made significant contributions to non-profits, notably with MMI-Consumer Credit Counselors Southwest. His credentials, including licenses from FINRA and designations like the Retirement Income Certified Professional® and the Certified Estate and Trust Specialist™, speak volumes about his commitment to professional growth and expertise.

But beyond the certificates and affiliations, what truly sets Christopher apart is his ability to communicate. For a decade, he's been the voice behind the radio/podcast show “Money Matters” on KPFT Houston, demystifying complex financial concepts for a broad audience. His insights have been sought after by platforms like Wall Street Journal Radio and 1110 KTEK Business Builders Network Radio, and he's provided expert commentary on market trends in renowned publications.

Christopher's community involvement further underscores his dedication. As the former President of the Houston Midtown Chapter of the Society for Financial Awareness, he's delivered financial literacy seminars across Houston and the Gulf Coast. He's also been an active voice in Houston Money Week since 2008, currently holding a leadership position.

Contributors

Show More

Keep Up To Date With Our Latest Baby Boomer News & Offers!

Sign Up for Our FREE Newsletter

Name(Required)
This field is for validation purposes and should be left unchanged.

(( NEW ))