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The Canadian Retirement Roadmap
Patrick Briscoe
9 episodes
2 weeks ago
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Investing
Education,
Business,
Self-Improvement
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Show more...
Investing
Education,
Business,
Self-Improvement
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The Executor Dilemma: When Family Isn't the Right Fit
The Canadian Retirement Roadmap
7 minutes
3 months ago
The Executor Dilemma: When Family Isn't the Right Fit
Choosing an executor is one of the most important estate planning decisions you’ll make—but it’s often clouded by guilt, obligation, or tradition. In this episode, Patrick Briscoe unpacks why your spouse, child, or sibling might not be the best person for the job—and why that’s okay. You’ll learn what an executor really does, the traits to look for, the risks of choosing the wrong person, and the professional alternatives that can reduce stress and protect your legacy. 📥 Download the free “Choosing the Right Executor” checklist: 👉 http://bayswaterwealth.ca/podcast   ⏱️ Timestamps 00:00 - Introduction to the Canadian Retirement Roadmap 01:24 - The Role and Responsibilities of an Executor03:05 - Choosing the Right Executor: Qualities to Look For04:36 - Alternatives to Family Executors06:19 - Conclusion and Resources 🔔 Enjoying the podcast? Subscribe, like, and share this episode with someone facing estate planning decisions. 🌐 Learn more: http://bayswaterwealth.ca
The Canadian Retirement Roadmap