Jordan emphasizes the importance of legacy planning as an act of kindness and a way to express intentions clearly, recommending the use of a "visual map" to plan and communicate wealth allocation effectively. She highlights the role of trusted advisors and family meetings in facilitating transparent discussions.

​The conversation also covers the impact of recent regulatory changes, such as the Secure Act 2.0, on retirement accounts and estate planning strategies, including thoughtful gifting, strategic trusts, and financial education to empower heirs. Jordan explains philanthropic strategies, like donor-advised funds, which provide tax benefits and involve family in charitable giving. She stresses personalizing plans according to cultural and family values through curiosity and listening. The conversation concludes by recommending helpful resources and offering assistance for complex wealth management questions, inviting viewers to explore further resources via Fiduciary Voices.

Learn more about Daphne Jordan, CFP® and Pioneer Wealth Management Group at www.PioneerWealth.com

She shares how the core values of BayView Financial Planning, transparency, empathy, and education, shape both her fee-only practice and her pro bono work. From answering urgent financial questions to helping people take the first step toward financial empowerment, Miller reflects on meaningful experiences and offers practical steps and resources to improve financial literacy for all.

Learn more about Stacy Miller and BayView Financial Planning at BayViewFP.com.

Renick shares advice for parents and grandparents on talking to kids about personal finance, including everyday activities and intuitive ways to reinforce good money habits. He discusses the difference between kids learning about money with and without intention, and how financial professionals can help get kids on the right track. He talks about who Sammy Rabbit is, what the character helps children learn, and the resources you can find on SammyRabbit.com. Renick also shares how financial advisors can use Sammy Rabbit resources to get involved with their community.

Learn more about Sam X Renick and Sammy Rabbit at SammyRabbit.com.

She talks about how she helps her clients reflect on the previous year and set goals for the future. Briggs also discusses planting seeds to grow your finances this spring, how Taconic Advisors provides fee-only comprehensive financial planning for their clients, and more.

Learn more about Meredith Briggs, CFP®, and Taconic Advisors Inc at TaconicAdvisors.com.

He explains what documents are needed for filing a return and how to locate them. Malkoch shares critical information for people extending their tax deadline to October to avoid penalties. He also discusses working with a tax preparer, tax fraud prevention and mitigation, and imparts other tax planning words of wisdom.

Learn more about Tom Malkoch and Financial Independence Planning at www.MyFIPAdvisor.com.

She discusses how caregiving is directly related to financial planning, why it is essential to consider having these conversations, and what this process might look like. She also provides practical tips for approaching this topic with parents who may not be open to it and two resources she regularly shares with clients.

Rivilis talks about the upcoming Opening Doors: Conversations with Aging Parents about Care Webinar happening Wednesday, March 26th, 2025, at 1 pm ET, which will focus on how to go about discussing these sensitive topics. The conversation will be recorded for those who are not in attendance, and all attendees will receive a complimentary one-on-one 30-minute session with an experienced independent care manager from CareAlly, a turnkey solution for financial advisors as they help clients and their families navigate the financial and health-related questions brought on by aging. The webinar offers a unique free opportunity to learn and discuss your individual situation with a professional.

Register for the ​Opening Doors: Conversations with Aging Parents about Care Webinar on ​Wednesday, March 26th, 2025, at 1:00 pm ET below.

Learn more about Inna Rivilis and Sunflower Financial Planning at www.PlanWithSunflower.com.

He shares some of the biggest and most common risks clients may face when planning their retirement, including inflation and how personal growth can combat that.
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He talks about best practices for helping clients achieve a successful and satisfying lifestyle in retirement. Pia also talks about the loss of health in retirement and how to make decisions about healthcare and asset distribution.

Learn more about Gary Pia and Mission Street Wealth Planning at MissionStreetWealth.com.

With almost 35 years of experience in the profession, she talks about the client relationship side of financial planning, shares advice for advisors, and some impactful client stories. Braun-Bostich shares some of her expert insights into retirement planning, including recognizing those who struggle with retirement, emotional well-being, risks, and more. She also discusses creating a successful and satisfying retirement for clients and how advisors can help clients feel comfortable spending and giving their money.

Learn more about Amy Braun-Bostich and Braun-Bostich & Associates at Braun-Bostich.com.

Nearing her own retirement, she discusses the emotional side of having deep client relationships and impactful client stories. Sheckels also talks about the biggest anticipated and unexpected risks people face when transitioning into retirement, including accounting for inflation, health issues, and more. She shares some best practices advisors can implement to help clients achieve their ideal retirement.

Learn more about Lydia Sheckels and Wescott Financial Advisory Group at Wescott.com

He talks about his team’s approach to developing a strategy and advises on getting involved with a trusted advisor. Keller also shares some resources and recommendations for beginners as well as more advanced individuals who are seeking to perfect their financial literacy skills.

​Learn more about Jared Keller and Financial Independence Planning at MyFIPAdvisor.com.