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Wall Street Vision Investment Podcast
Vlad Dolgocheev, CFA, CFP
68 episodes
3 days ago
Tune in to learn about markets, investing and true stories of people making millions. About the host: Vlad Dolgocheev is an investment professional, CFA charterholder and Certified Financial Planner. Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this podcast is for informational purposes only and should not be considered financial advice. © Wall Street Vision Ltd.
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Investing
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All content for Wall Street Vision Investment Podcast is the property of Vlad Dolgocheev, CFA, CFP and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Tune in to learn about markets, investing and true stories of people making millions. About the host: Vlad Dolgocheev is an investment professional, CFA charterholder and Certified Financial Planner. Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this podcast is for informational purposes only and should not be considered financial advice. © Wall Street Vision Ltd.
Show more...
Investing
Business
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64. What You Should Consider for End-of-Life Planning - Greg Barnsdale, CEA, CFP, LFD
Wall Street Vision Investment Podcast
44 minutes 31 seconds
10 months ago
64. What You Should Consider for End-of-Life Planning - Greg Barnsdale, CEA, CFP, LFD

I recently spoke to Greg Barnsdale, author of "Do Not Ignore Your Mortality" and veteran of the funeral and financial planning industries.

Greg shared his unique insights from vast experience as both a funeral director and financial planner.

His work focuses on helping people navigate end-of-life planning and estate preparation.


🎧 Listen to this episode to discover:

✅Why roughly 50% of North American adults don't have a will and what to do about it

✅ How to have difficult but crucial end-of-life planning conversations with family members

✅ The latest trends in funeral services, including eco-friendly options

✅ Why estate planning is an act of love that reduces stress for both you and your survivors


Connect with Greg: https://www.donotignoreyourmortality.com/

https://www.linkedin.com/in/gregbarnsdale/


Check out Greg's book:

Amazon.ca link


Wall Street Vision podcast: https://WallStreetVision.com


Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

Wall Street Vision Investment Podcast
Tune in to learn about markets, investing and true stories of people making millions. About the host: Vlad Dolgocheev is an investment professional, CFA charterholder and Certified Financial Planner. Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this podcast is for informational purposes only and should not be considered financial advice. © Wall Street Vision Ltd.