In this insightful episode of the Buried in Work podcast, host Adam Zuckerman interviews Timothy Clifford, founder of Core Wealth Consultants and a certified financial planner, who shares his decades of expertise in wealth management and estate planning. From his early career on the Chicago Mercantile Exchange to developing the innovative tool, Plan Assist, Tim has helped countless individuals build sustainable wealth. Tim discusses the essential differences between making money and accumulating wealth, key financial decisions that impact long-term success, and how proper estate planning simplifies end-of-life tasks.Discover the importance of living within your means, maximizing your 401(k), seeking counsel, and diversifying assets for a secure financial future. Tim provides practical, actionable insights for those looking to take control of their financial destiny. Plus, he shares how his Plan Assist tool can guide you through building a wealth strategy that stands the test of time. Whether you're just starting or are well into your financial journey, this episode has something valuable for everyone.Key Takeaways:• From Trading to Wealth Management: Tim’s journey from the Chicago Mercantile Exchange to founding Core Wealth Consultants.• Key Financial Decisions: The difference between earning money and building wealth.• Plan Assist: Tim’s tool to help individuals simplify their financial planning and estate management.• Living Within Your Means: Why financial discipline is crucial to long-term wealth.• Diversification: More than just stocks—diversifying income streams and tax liabilities for a secure retirement.• Seek Counsel: How both informal and formal counsel can impact your financial success.Show links:• Check out Tim’s Plan Assist tool and download his free guide at https://www.planassist.com/• Visit Buried in Work for more episodes and resources at https://buriedinwork.com/

In this episode of the Buried in Work podcast, host Adam Zuckerman sits down with Scherrie Prince, an attorney and asset protection coach. Scherrie specializes in helping entrepreneurs merge their business plans with their estate plans, building a strong defense around their assets. With over a decade of experience, Scherrie shares valuable insights into protecting your financial legacy and the importance of proactive planning for both personal and business assets.From her personal journey of growing up in Mississippi, to experiencing firsthand the pitfalls of inadequate estate planning, Scherrie’s story is both moving and informative. Listeners will discover the essential steps needed to protect their business, understand the key differences between trusts and wills, and learn how to create a succession plan that ensures continuity for future generations.If you’re an entrepreneur or business owner looking to secure your financial future and avoid common pitfalls, this episode is packed with actionable tips you can start implementing today.Key Topics:• Asset Protection is Crucial: Many entrepreneurs overlook the importance of merging their business and estate plans, leaving their assets vulnerable.• Identify and Classify Assets: Knowing what you own, your liabilities, and how to properly classify personal vs. business assets is the foundation for effective asset protection.• Plan for Succession: Having a clear succession or exit strategy in place ensures the business continues smoothly, even in the event of death, incapacity, or other unexpected situations.• Legal Structure Matters: Choosing the right legal structure, such as LLCs or trusts, can provide substantial protection for both your personal and business assets.• Involve Professionals Early: Building a team of professionals—attorneys, accountants, and financial advisors—ensures that your estate and business plans are robust and well-protected.Show links:• Scherrie’s Website: https://scherrieprince.com/• Follow Scherrie on LinkedIn: Scherrie Prince• Special Offer: Use code 𝐁𝐈𝐖𝐏𝐎𝐃𝐂𝐀𝐒𝐓 for 10% off Buried in Work’s estate preparation package at buriedinwork.com• Visit Buried in Work for more episodes and resources.Don’t miss out on future episodes! Subscribe to the Buried in Work podcast to get expert tips and insights from professionals in the estate planning industry.

In this episode of Buried in Work, host Adam Zuckerman welcomes Erin Whalen, founder of Compassionate Coaching, a company dedicated to providing communication tools and emotional support to end-of-life professionals. Erin shares her inspiring journey, from starting as a general life coach during the pandemic to focusing her work on supporting hospice, palliative care, and grief professionals. She highlights the vital role empathy plays in dealing with the grieving and the dying, and how crucial communication skills can make a profound impact on the quality of care provided. Key Topics:• Discover how Erin transitioned from a career in acting to launching Compassionate Coaching, specifically serving end-of-life workers. • Erin emphasizes the importance of “head moments” vs. “heart moments” when breaking difficult news to patients and how professionals should balance logic with emotional support.• Learn about the unique use of actors in medical schools to help train future physicians in empathetic communication, particularly in end-of-life scenarios.• Erin explains how her role-playing exercises and playback theater techniques help end-of-life professionals practice difficult conversations and improve their connection with patients and families.• Erin offers practical tips for those experiencing burnout in emotionally taxing fields like hospice and palliative care, including the importance of deep breathing, connecting with colleagues, and finding a support system.Whether you're facing the daily challenges of working in hospice care, palliative care, or grief counseling, or you're supporting a loved one through end-of-life transitions, empathy is your most powerful tool. This episode delves deep into practical communication strategies that will help you connect more meaningfully with patients and families, while also maintaining your own emotional health. Erin Whalen shares expert advice on how to stay grounded, prevent burnout, and truly make a difference in the lives of those you care for.Show links:• Find more about Erin’s work and explore free resources like the Burnout Barometer and Transition Routine for end-of-life workers on her website: compassionatecoaching.org. • Connect with Erin on LinkedIn: LinkedIn: https://www.linkedin.com/in/erin-whalen-compassionate-coaching/• Website: compassionatecoaching.org• Visit Buried in Work for more episodes and resources.• Use code BIWPodcast for 10% off products at Buried in Work.Don’t miss out on future episodes! Subscribe to the Buried in Work podcast to get expert tips and insights from professionals in the estate planning industry.

In this insightful episode of the Buried in Work podcast, host Adam Zuckerman interviews Jeanette Yates, a self-care coach for caregivers and founder of The Self Caregiver. Jeanette shares her personal experience as a lifetime caregiver for her mother, which started when she was just eight years old. Through the years, Jeanette has developed strategies to help caregivers avoid burnout, emphasizing the importance of setting boundaries and making self-care a priority.During this episode, Jeanette discusses why traditional self-care advice doesn’t always work, especially if caregivers don’t feel they deserve care themselves. She explains how mindfulness and simple rituals like focusing on small self-care moments, such as brushing your teeth, can make a big difference in reducing stress. She also tackles the challenging dynamics caregivers face with family members, addressing how to navigate guilt and the importance of recognizing yourself as a caregiver even when it doesn’t involve medical tasks.Jeanette offers practical tips for establishing boundaries and preventing burnout, including setting expectations with family members and ensuring time for personal well-being. Additionally, she highlights the critical role of estate planning and organizing care-related documents in easing the long-term caregiving journey.Show links:• Follow Jeanette Yates on Instagram: @TheSelfCaregiver• Visit Buried in Work: buriedinwork.com• Use code BIWPODCAST for 10% off Buried in Work’s estate preparation package and games like "One More Story."Don’t miss out on future episodes! Subscribe to the Buried in Work podcast to get expert tips and insights from professionals in the estate planning industry.

In this episode of the Buried in Work podcast, host Adam Zuckerman sits down with Jonathan Steele, a family law attorney and cybersecurity expert. Jonathan shares his unique perspective on the intersection of high-stakes divorces and the critical role that cybersecurity plays in protecting personal digital assets. Together, they explore the hidden vulnerabilities that arise during divorce proceedings and discuss how estate planning is often impacted by the dissolution of marriage. Jonathan also offers tips on safeguarding digital privacy before and during a divorce, ensuring that sensitive information stays secure.Key Topics:• The importance of digital privacy in divorce proceedings• How estate planning documents should be updated after a divorce• Protecting digital assets such as social media, email, and private data• The intersection of estate law and family law in complex divorces• Managing inherited property and prenuptial agreements in estate planningWhether you're facing a family law issue, planning for the future, or simply interested in safeguarding your digital life, this episode provides expert advice to help you navigate these complex topics.Show links:• Learn More about Family Law and Cybersecurity: steelfamlaw.com• Visit Buried in Work for more episodes and resources.• Use code BIWPodcast for 10% off products at Buried in Work.Don’t miss out on future episodes! Subscribe to the Buried in Work podcast to get expert tips and insights from professionals in the estate planning industry.

In today’s episode, Adam Zuckerman chats with Angelyn Frazer-Giles, a woman who wears many hats—founder of Heirloom Estate and Legacy Preservation, and President of the International End of Life Doula Association (INELDA). Angelyn has dedicated over 25 years to advocacy and end-of-life care, and her insights into the world of end-of-life doulas are nothing short of enlightening.Angelyn shares what it truly means to be an end-of-life doula, guiding individuals and their families through one of life’s most challenging moments with compassion and care. She discusses the importance of preparing for the end of life, how cultural perspectives on death vary around the world, and how INELDA is working to educate and train more doulas every day.This episode is not just about the logistics of death—it’s about embracing the journey, having those tough conversations, and finding peace in knowing your loved ones will be taken care of when the time comes. Angelyn also opens up about her personal story, from the sudden loss of her mother at a young age to her deep commitment to helping others navigate end-of-life planning with dignity.Why Listen?Discover the powerful role of end-of-life doulas and how they provide comfort and support when it’s needed most.Understand the importance of being prepared for the end of life and how it can ease the burden on loved ones.Hear Angelyn’s heartfelt journey and the personal experiences that led her to this meaningful work. Show Links:INELDA: International End of Life Doula Association. Learn more about training and resources for doulas at INELDA.org.Visit Buried in Work for more episodes and resources.Use code BIWPodcast for 10% off products at Buried in Work.Don’t miss out on future episodes! Subscribe to the Buried in Work podcast to get expert tips and insights from professionals in the estate planning industry.

If you’veever worried about outliving your savings or wondered how to secure a stableretirement, this episode is for you. In this powerful episode of Buried inWork, host Adam Zuckerman sits down with financial expert Steve Selengut,author of Retirement Money Secrets and a seasoned expert inincome-focused retirement planning.Steve sharesemotional and practical insights from his 40+ years managing over $110 millionin assets. Imagine retiring with the confidence that your income will never runout. Steve Selingut’s strategies provide not just financial security, but peaceof mind. No more worrying about market volatility or wondering if your savingswill last. By focusing on income-generating investments, you can enjoyretirement, travel, and live life fully, knowing your finances are secure.This is youropportunity to stop chasing market value and start building the financialfoundation that will carry you through retirement and beyond. Takeaways: Focus on Steady Income: Build your portfolio around income-generating assets that provide financial security throughout retirement. See Market Volatility as Opportunity: Don’t fear market dips; use them to invest in high-quality assets at discounted prices. Diversify for Stability: Spread your investments across different asset types to reduce risk and increase income. Regularly Take Profits: Reinvest your profits to grow your portfolio and ensure long-term financial independence. Incorporate Estate Planning: Align your retirement and estate planning strategies to protect your wealth and efficiently transfer it to your heirs. Show links:Retirement Money Secrets by Steve Selingut: Available on Amazon and Audible.Visit Steve’s website: The Income CoachVisit Buried in Work for more episodes and resources.Use code BIWPodcast for 10% off products at Buried in Work.Don’t miss out on future episodes! Subscribe to the Buried in Work podcast to get expert tips and insights from professionals in the estate planning industry.

In this episode of the Buried in Work podcast, host Adam Zuckerman sits down with Dr. Fred Mirarchi, CEO and Chief Medical Officer of USACS and MIDEO LLC. Dr. Mirarchi shares his groundbreaking work in revolutionizing advanced directives through the MIDEO platform, a video-based tool that ensures patients' healthcare wishes are understood and respected, even when they can't speak for themselves. Learn about the limitations of traditional paper-based advanced directives, the importance of clear communication in healthcare, and how MIDEO is transforming the way patients, families, and medical professionals approach end-of-life care.What are advanced directives and their importance in healthcare decisions? How MIDEO transforms complex end-of-life planning into a streamlined video format Dr. Mirarchi’s personal journey in creating MIDEO and why it’s a game-changer Real-world challenges of interpreting advanced directives in healthcare settings MIDEO's role in improving patient safety and reducing misinterpretation The future of advanced care planning and how MIDEO integrates with existing estate plans Show lins:Visit MIDEO’s website for more information: mideohealth.comVisit Buried in Work for more episodes and resources.Use code BIWPodcast for 10% off products at Buried in Work.Don’t miss out on future episodes! Subscribe to the Buried in Work podcast to get expert tips and insights from professionals in the estate planning industry.

Imagine this, you've spent years building your career, but when it comes to planning for the future, you’re not sure if you’re truly prepared. That's where retirement planning comes in, not just as a financial safety net but as a crucial part of your estate planning. Most of us assume we have plenty of time to think about our 401k or beneficiary designations, but how many of us actually revisit these critical decisions when life changes happen?In this episode of the Buried in Work podcast, host Adam Zuckerman interviews Courtenay Shipley, the founder and planologist at Retirement Planology, to discuss how retirement plans play a crucial role in estate planning. With over 20 years of experience in the retirement planning industry, Courtenay shares her expertise on crafting retirement plans that not only benefit employees but also contribute to a smoother estate transition.Show LinksTo discover more about Retirement Planology: Visit her WebsiteConnect with Courtenay Shipley on LinkedInVisit Buried in Work for more episodes and resources.Use code BIWPodcast for 10% off products at Buried in Work.Don’t miss out on future episodes! Subscribe to the Buried in Work podcast to get expert tips and insights from professionals in the estate planning industry.

Chad Hufford, founder of Veritas Wealth Management, shares insights on financial planning, investment mindset, and creating high-performance habits. He emphasizes the importance of teaching financial literacy to children from a young age and starting financial planning early in life. Chad discusses the need to have clear objectives and goals for financial planning, including determining the amount of income needed to live comfortably without a paycheck. He also highlights the costly mistakes that investors often make, such as ignoring their finances until a triggering event occurs and misinterpreting the importance of income in achieving financial independence. Chad encourages listeners to shift their mindset from focusing on accumulating currency to preserving purchasing power over a lifetime. He shares stories of blue-collar millionaires who achieved financial independence through discipline, focus, and strategic financial habits. Chad's key takeaway is for individuals to take ownership and agency over their financial future and not wait for an emergency to start planning.TakeawaysTeach financial literacy to children from a young age and start financial planning early in life.Have clear objectives and goals for financial planning, including determining the amount of income needed to live comfortably without a paycheck.Avoid costly mistakes such as ignoring finances until a triggering event occurs and misinterpreting the importance of income in achieving financial independence.Shift mindset from accumulating currency to preserving purchasing power over a lifetime.Learn from the stories of blue-collar millionaires who achieved financial independence through discipline, focus, and strategic financial habits.Take ownership and agency over your financial future and start planning early.Show LinksVisit Veritas Wealth Management to learn more about Chad Hufford’s financial planning services.Follow Veritas Wealth Management on Instagram: @Veritas.AlaskaVisit Buried in Work for more episodes and resources.Use code BIWPodcast for 10% off products at Buried in Work.Don’t miss out on future episodes! Subscribe to the Buried in Work podcast to get expert tips and insights from professionals in the estate planning industry.