The Legacy of Love
Are you ready to create your Legacy of Love?
Welcome to The Legacy of Love Podcast, hosted by Sara Ecklein, a California licensed professional fiduciary dedicated to helping families navigate the complex world of estate planning, trust administration, and end-of-life care.
In each episode, Sara shares her expertise and insights on planning for the future, empowering you to make informed decisions that ensure your final wishes are honored. From understanding your estate planning documents to exploring the emotional aspects of end-of-life care, this podcast offers practical advice to help you prepare for the future.
Join Sara as she interviews heart-centered experts in law, finance, and healthcare, and hear personal stories from individuals who have experienced the benefits and challenges of creating their Legacy of Love.
Whether you’re just starting to think about your legacy or navigating a complex family situation, The Legacy of Love Podcast provides valuable information and support to help you make the best decisions for yourself and your loved ones.
Listen and subscribe to The Legacy of Love, and please share the show with someone who would benefit.
Episodes
28 episodes
The Power of Enough: Healing Scarcity & Redefining Wealth with Elizabeth Husserl
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, Eliza...
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Episode 27
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47:11
The Power of Mentorship: How Giving Back Creates Lasting Impact with Deborah Heiser
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 h...
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Episode 26
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48:04
Women & Wealth: Taking Control of Your Financial Future with Cathy Curtis
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 in...
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Episode 25
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51:48
Blended Family Estate Planning: Navigating Financial Decisions and Family Dynamics with Emily Bouchard
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 c...
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Episode 24
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50:31
Birth Order Decoded: How Your Position in the Family Shapes Your Personality with Dr. Robert VV Hurst
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...
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Episode 23
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49:12
Maximizing Disability Benefits: Navigating SSI, SSDI, Medicaid & Medicare with Daniel Fortuno
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...
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Episode 22
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56:04
Funding a Special Needs Trust: Smart Strategies to Secure Your Child’s Future with Michael Ringel
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 pla...
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Episode 21
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49:58
Mastering Special Needs Trusts: Key Insights for Families with Ellen Cookman
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 ho...
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Episode 20
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47:15
The Power of a Legacy Letter: Leaving Words That Last a Lifetime with Blake Brewer
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 snorkelin...
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Episode 19
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44:28
Transform Your Money Mindset: Discovering Your Money Archetype with Karen McAllister
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, emph...
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Episode 18
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1:03:01
5 Wishes: Conversations that Connect Generations with Yvonne Caputo
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 conversa...
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Episode 17
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49:38
Healing Generational Patterns: Family Constellations and Resonant Language with Katherine Revoir
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 ...
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Episode 16
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50:15
Buried in Work: Innovative Tools for Modern Estate Planning with Adam Zuckerman
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 develop...
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Episode 15
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42:40
Special Needs Trusts: Protecting Your Legacy While Preserving Benefits with Caren Jenkins
In this week’s episode, Sara welcomes attorney Caren Jenkins, founder of Nevada Legacy Law, whose journey to special needs trusts and estate planning was shaped by raising two neurodivergent sons. As both a mom and professional fiduciary, Caren...
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Episode 14
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55:43
Unlocking the Money Mindset: Transforming Generational Patterns for Financial Empowerment with Deborah Price
In this transformative episode, Sara welcomes Deborah Price, pioneering Money Coach and former financial planner, who reveals how our earliest childhood experiences shape our relationship with wealth. Drawing from her 20-year career and groundb...
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Episode 13
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45:15
Generational Wealth Transfer: How to Avoid Family Conflict and Plan for the Future with Cindy Arledge
Ever wonder what happens when estate planning meets complex family dynamics? In this raw and revealing episode, Sara sits down with second-generation entrepreneur and author Cindy Arledge, whose family built a $10 million legacy from the ground...
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Episode 12
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49:33
Planning for the Inevitable: A Guide for Future Dead People & Their Families with Alexandria Goff
In this episode, Sara sits down with estate planning attorney Alexandria “Ali” Goff for a refreshingly candid and slightly dark-humored conversation about planning for the inevitable—because, as Ali says, “you don’t have to be a millionaire to ...
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Episode 11
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39:36
Transforming End-of-Life Care: Compassionate Guidance for Life’s Final Transition with Barbara Karnes
In this heartfelt and illuminating episode, Sara sits down with Barbara Karnes, a pioneering voice in hospice care and end-of-life education. Barbara shares her journey from nursing school to becoming a trusted guide for families during life’s ...
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Episode 10
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54:53
Navigating Profound Loss and Rediscovering Yourself with Tara Accardo
In this heartfelt episode, Sara sits down with Tara Accardo, who shares her deeply personal story of navigating profound loss and the transformative power of grief. After losing her mom to esophageal cancer in 2019 and her dad to prostate cance...
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Episode 9
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53:32
Guiding Families Through Aging: Insights and Support for Caregivers with Amy Spring
In this episode, Sara sits down with Senior Care Advisor and Executive Coach Amy Spring to explore the multifaceted journey of aging and senior care. Amy shares her expertise on the practical, emotional, and social dynamics that families encoun...
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Episode 8
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44:41
Redefining Legacy: The Unique Journey of Solo Agers with Dr. Sara Zeff Geber
In this episode, Sara sits down with Dr. Sara Zeff Geber, a renowned speaker and author on retirement and aging, who coined the term "solo aging." Together, they explore the unique challenges faced by individuals who anticipate aging without tr...
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Episode 7
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39:38
Navigating the "Dumpster Fires of Death" with After Loss Professional, Rachel Donnelly
In this informative episode, Sara welcomes Rachel Donnelly, an "after loss professional" and co-founder of P.A.L.S. (Professionals of After Loss Services). Rachel shares her personal journey that began at 16, as she watched her mother navigate ...
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Episode 6
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41:58
Blending Heart and Strategy: Sara Ecklein on Serving as a Private Fiduciary
In this episode, originally shared by Cathy Curtis from her Financial Finesse podcast, Sara Ecklein dives into her path as a private professional fiduciary in California, offering a behind-the-scenes look at this unique and crucial rol...
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Episode 5
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57:08
Planning for Peace: Estate Planning Essentials with Megan A. Moghtaderi
In this enlightening episode, Sara sits down with estate planning attorney Megan Moghtaderi for an empowering discussion about the critical importance of estate planning. Inspired by her own family’s experience of navigating loss without a plan...
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Episode 4
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45:26
Navigating Dementia Care with Self-Compassion with Tami Anastasia
In this heartfelt episode, Sara sits down with Tami Anastasia, an author and consultant with a deep-rooted passion for dementia care, inspired by her family’s own journey. Together, they explore the unique challenges and gifts of caregiving for...
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Episode 3
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51:37