#8: Starting Up With Jeff Brokaw

This week I sat down with the most recognizable face (and beard) in the Charlotte startup scene, Mr. Jeff Brokaw. When he isn’t mentoring aspiring entrepreneurs, Jeff is an Associate with the Venture Capital firm SierraMaya360, an early stage startup investment firm, as well as the director of the Charlotte Chapter of Startup Grind, a global…

Continue Reading →

#7: Are You Sabotaging Your Own Success?

When I speak with a client that has never had an estate plan put in place I will usually ask them if there was any specific reason that caused them to put the decision off. Frequently the answer to that question is something along the lines of “some months I struggle just to pay the…

Continue Reading →

#6: Sitting Down With the Matriarch

This week’s entry is a short one because I’m pumping this post out between waves. Don’t sleep on it though, this is a killer episode. I interview a woman who took control of her life from day one and made the hard decisions everyday to get from where she was to where she wanted to…

Continue Reading →

#5: Don’t Fear Failure, Fear Regret – Flashback Friday to my First Recording Ever

I’ve been thinking a lot about failure lately. Or, more specifically, the fear of failure. That tremendous, crippling fear that keeps so many people from ever getting started, from ever taking that first step. Whether it’s creating your first household budget or quitting your job to sail around the world, the first step can be…

Continue Reading →

#4: Attorney Nathan Workman

This week I sat down with Estate Planning Attorney Nathan Workman to talk about Business Succession Planning, the right and wrong times to start a business, more productivity hacks, and a little life advice from Davy Crockett. The podcast is available for download from the iTunes Store, Google Play, Stitcher Radio, and TuneIn. You can also download the…

Continue Reading →

#3: Frozen Embryos, Password Planning, and My Favorite Productivity Hack

This week I answer listener questions. We discuss how to plan when you have genetic material on ice, how to create a password succession plan, how to address unauthorized use of a social media account, and common Estate Planning mistakes to watch out for.  The podcast is available for download from the iTunes Store, Google Play, Stitcher Radio,…

Continue Reading →

#2: Estate Planning Myths, Tips, and More with Attorney Bobby Sawyer

This week’s blog post is a very special Guest Post and interview with Attorney Robert “Bobby” Sawyer. The podcast is available for download from the iTunes Store, Google Play, Stitcher Radio, and TuneIn. You can also download the episode from the player above.   What’s the number 1 estate planning challenge for most of my clients? The answer depends…

Continue Reading →

#1: This Is Who Controls Your Social Media Accounts When You’re Gone

I recently discovered a service cleverly named Eternime. Eternime boasts taglines such as “Who Wants to Live Forever?” and “Become Virtually Immortal.” Eternime offers to preserve your digital identity so that your memory and legacy can live on, and potentially interact with future generations, forever. I expect this will eventually become known as the poor…

Continue Reading →

#0: Podcast Launch Day!

I couldn’t be more thrilled to officially roll out Episode Zero of the Future Self Podcast! The podcast is available for download from the iTunes Store, Google Play, Stitcher Radio, and TuneIn. You can aolso download the episode from the player above. The Future Self Podcast will provide weekly doses of valuable, actionable financial and estate…

Continue Reading →

Page 4 of 4