The Legacy of Love

In this insightful episode, Sara welcomes Chelsea Kramer, a licensed marriage and family therapist specializing in grief, anxiety, and medical trauma. Chelsea shares her profound expertise on supporting individuals and families navigating health challenges, offering valuable perspectives on family systems during aging and decline. The conversation explores how medical diagnoses affect entire family systems, not just the patient, an...

Happy Pride! In this powerful episode, Sara sits down with estate planning attorney Rebecca Secord to explore what it truly means to craft an inclusive, protective, and affirming estate plan- especially for members of the LGBTQ+ community. Rebecca shares her unique journey from real estate law into estate planning, highlighting how the two are deeply intertwined and why proactive planning is essential for everyone, not just those w...

In this powerful episode, Sara sits down with internationally renowned dementia care educator and occupational therapist Teepa Snow. Drawing from over four decades of experience, Teepa shares why she uses the term “care partner” instead of “caregiver” and reveals how a relational, skills-based approach can dramatically improve the quality of life for individuals living with dementia and those supporting them. From the importance of...

In this episode, Sara is joined by Amy Friesen, the founder of Tea & Toast, a Canada-based business specializing in elder care planning, retirement living search, and long-term care navigation. Amy shares her expertise on the often overwhelming process of selecting the right care for aging loved ones and the impact of caregiver burnout. With a focus on education, Amy explains how Tea & Toast helps families make informed, co...

In this episode, Sara sits down with Laura Lynn Morrissey, founder of Silver Savvy, to explore proactive and empowered aging. Drawing from her experience as a former financial services professional, home care agency owner, and caregiver, Laura Lynn shares how holistic life care planning can reduce crisis-driven decisions, prevent family conflict, and protect financial legacies. Together, they break down the complexities of long-ter...

In this episode, Jen Gumbel, creator of Organized (after)Life, joins Sara to demystify the world of estate planning and explain why education is key to creating a truly effective plan. Jen, an experienced estate planning attorney, discusses how many people misunderstand the basics of estate planning, often leaving critical tasks—like trust funding—incomplete. She highlights the importance of understanding what your documents do and...

In this transformative episode, Sara welcomes financial advisor and author Elizabeth Husserl to explore what it truly means to heal our relationship with money. Through her experiences teaching tactical financial tools to women in Mexico, Elizabeth uncovered a powerful truth: real wealth extends far beyond finances. She introduces her innovative Wealth Mandala framework to help listeners recognize where they’re already experiencing...

In this episode, Sara sits down with Deborah Heiser, an applied developmental psychologist and founder of The Mentor Project, to explore the profound impact of mentorship. They discuss how midlife often sparks a natural drive to give back and how mentorship benefits both mentors and mentees in unexpected ways. Deborah shares insights from The Mentorship Edge, highlighting the power of lateral mentorship, the emotional vulnerability...

In this insightful episode, Sara sits down with Cathy Curtis, a seasoned financial advisor who turned her passion for personal finance into a fulfilling 20-year career. After facing barriers in the packaged foods industry, Cathy transitioned into financial planning, where she now helps clients take control of their wealth with unbiased, client-focused guidance. She shares why so many women—especially young professionals—still defer...

In this episode, Sara sits down with Fractional Chief Learning Officer and author Emily Bouchard to explore the essential but often overlooked topics of blended family estate planning and multi-generational family governance. They discuss the challenges stepfamilies face when making financial decisions together, managing co-owned properties, and navigating the complexities of estate planning with a focus on rising generation leader...

In this fascinating episode, Sara sits down with Dr. Robert Hurst to explore how birth order shapes personality, relationships, and family dynamics. Dr. Hurst introduces the concept of "double birth orders" that emerge with significant age gaps between siblings and explains how first-borns, middle children, and youngest siblings develop distinct traits based on their family roles. From the surprising power of "only c...

In this eye-opening episode, Sara sits down with benefits expert Daniel Fortuno, who shares his decades of experience helping individuals and families navigate the complex world of public benefits. Since the AIDS crisis of the 1980s, Daniel has been advocating for those in need, ensuring they receive the support they deserve. He breaks down the crucial differences between SSI and SSDI—which he describes as twins that look alike, so...

Planning for the future of a neurodivergent child can feel overwhelming, but expert financial strategist Michael Ringel shares how families can secure both their own financial well-being and their child's long-term care through smart estate planning and special needs trusts. In this insightful conversation with Sara, Michael breaks down why parents must plan for two lifetimes, how special needs trusts help preserve access to g...

Planning for the future of a child with special needs can feel overwhelming, but the right legal strategies can provide security and peace of mind. In this episode, Sara sits down with special needs trust attorney Ellen Cookman to break down how families can protect their child's financial future without jeopardizing essential public benefits like SSI and Medicaid. Ellen shares expert insights on the different types of special...

In this heartfelt episode, host Sara sits down with Blake Brewer to explore the profound impact of legacy letters and how they shape the stories our children tell about themselves. Blake shares his deeply personal journey—how a tragic snorkeling accident that took his father’s life led to an unexpected gift: a letter from his dad that became his guiding light in his darkest moment. This letter not only provided healing but also ins...

In this enlightening episode, Sara chats with Karen McAllister, a mindful money mindset coach, about the often complex relationship we have with money. Karen shares her journey from studying economics to co-founding a meditation community, emphasizing how our attitudes and fears surrounding money can shape our financial behaviors. She emphasizes that “money's just a piece of paper” and explores how understanding our emotional ...

In this deeply moving episode, Sara is joined by author Yvonne Caputo as she shares her transformative journey of connecting with her father through his World War II stories, ultimately uncovering the profound importance of end-of-life conversations. Through her experience documenting her father's life in her book, Flying with Dad, Yvonne introduces listeners to the 5 Wishes document—a powerful tool that goes beyond traditiona...

In this enlightening conversation, Sara and guest Katherine Revoir explore the profound impact of family systems on our lives and emotional well-being. Katherine, who has dedicated over five decades to helping people “make their brains a happy place to live,” shares how family constellation work uncovers unseen patterns and unwritten rules that shape our behavior, choices, and relationships. Together, they examine the neuroscience ...

In this episode, Sara sits down with Adam Zuckerman, the visionary behind Buried in Work, to explore the innovative ways he's reshaping the landscape of estate planning and administration. Inspired by his experience as an executor, Adam developed one of the most comprehensive end-of-life planning resources available. From the CLEAR Kit (Comprehensive Legacy Estate Administration Repository Kit) to advanced directives, pet care...