Getting Your Legacy Plan In Order with Radon Stancil episode artwork

EPISODE · Nov 12, 2021 · 32 MIN

Getting Your Legacy Plan In Order with Radon Stancil

from Design Your Legacy - Life Lessons · host Angelina Carleton

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - What happens when you walk into the next phase of your life? How well prepared will you be in embracing the change in lifestyle when retirement comes at any age? And how does the "Legacy Conversation" relate to the "Money Conversation"? Every individual wants to do everything they can to protect and enhance their retirement phase through education as well as inspiration. Radon Stancil shares key skills to keep peace of mind in your retirement, and even more than that, keep you transforming and thriving. Enjoy this week's "Building Your Legacy" podcast with Radon Stancil! 2:42 The name of his business … Peace of Mind 5:05 Who am I… and what am I, after I retire? 9:39 What do you want retirement to look like for you? 12:11 The legacy conversation as it relates to the money conversation 15:50 Updating plans and beneficiaries list: annually 18:30 Best age to start social security, a will, a POA, an estate plan 21:01 Feelings of overwhelm, blind spots and the “hitting a deer” 25:22 The gig economy, Millennials and Generation Z, pandemics 28:30 Looking at all aspects of life, spiritual aspects, family, etc. Radon Stancil, CFP, is a best-selling author and The Founder of Peace of Mind Wealth Management, a firm committed to helping individuals retire with excellence. As the Co-host of the ‘Secure Your Retirement’ show his insights have been featured in Forbes, Newsweek, Fox, ABC, NBC, and the Wall St Journal. Radon’s father was 52 years old when he was born. Having an older father that was born during the great depression had a great impact on how he thinks. His father shared stories of what it was like to see a car for the first time and the privilege to have ice delivered to the house. Radon’s father instilled in him a work ethic and the understanding of the value to save for the future. --- About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #spiritualcapital #intellectualcapitalBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - What happens when you walk into the next phase of your life? How well prepared will you be in embracing the change in lifestyle when retirement comes at any age? And how does the "Legacy Conversation" relate to the "Money Conversation"? Every individual wants to do everything they can to protect and enhance their retirement phase through education as well as inspiration. Radon Stancil shares key skills to keep peace of mind in your retirement, and even more than that, keep you transforming and thriving. Enjoy this week's "Building Your Legacy" podcast with Radon Stancil! 2:42 The name of his business … Peace of Mind 5:05 Who am I… and what am I, after I retire? 9:39 What do you want retirement to look like for you? 12:11 The legacy conversation as it relates to the money conversation 15:50 Updating plans and beneficiaries list: annually 18:30 Best age to start social security, a will, a POA, an estate plan 21:01 Feelings of overwhelm, blind spots and the “hitting a deer” 25:22 The gig economy, Millennials and Generation Z, pandemics 28:30 Looking at all aspects of life, spiritual aspects, family, etc. Radon Stancil, CFP, is a best-selling author and The Founder of Peace of Mind Wealth Management, a firm committed to helping individuals retire with excellence. As the Co-host of the ‘Secure Your Retirement’ show his insights have been featured in Forbes, Newsweek, Fox, ABC, NBC, and the Wall St Journal. Radon’s father was 52 years old when he was born. Having an older father that was born during the great depression had a great impact on how he thinks. His father shared stories of what it was like to see a car for the first time and the privilege to have ice delivered to the house. Radon’s father instilled in him a work ethic and the understanding of the value to save for the future. --- About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #spiritualcapital #intellectualcapitalBecome a supporter of this podcast: <a...

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Getting Your Legacy Plan In Order with Radon Stancil

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How long is this episode of Design Your Legacy - Life Lessons?

This episode is 32 minutes long.

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This episode was published on November 12, 2021.

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Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - What happens when you...

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