Sandy Pollack's guest appearances

Sandy Pollack

The Business Credit and Financing Show

Sage Thought Leadership Podcast

Author Hour

Payback Time

OwlTail

Sandy Pollack is the founder of Trimaran Advisory Group Ltd., a financial advisory firm that goes beyond traditional business and estate planning. Serving as both principal and Lead Financial Advisor, Sandy is an advocate for values-based legacy planning—believing that building wealth and managing wealth are not the same thing.  Sandy is certified as a Family Enterprise Advisor, Certified Financial Planner, Chartered Life Underwriter, and Trust and Estate Practitioner.   During the show we discuss:   What Estate Planning is   Why Estate Planning is Important   What a Will is   Why You Need a Will   The Typical Problems That a Will Resolves And/Or Avoids   How do I start planning and creating my will   What a Well-Thought-Out Will Contains   How Often Should You Revisit and Update Your Will   The Next Steps After You’ve Created Your Will   What Happens to Your Estate if You Pass and Don't Leave a Will   The Other Estate Planning Documents You Should Consider Having Aside From a Will   Why You Should Consider Having an Estate Planner   The Qualities You Should Look For in an Estate Planner     Resources:https://www.dontleaveamess.ca/

Sandy Pollack is the founder of Trimaran Advisory Group Ltd., a financial advisory firm that goes beyond traditional business and estate planning. Serving as both principal and Lead Financial Advisor, Sandy is an advocate for values-based legacy planning—believing that building wealth and managing wealth are not the same thing. Sandy is certified as a Family Enterprise Advisor, Certified Financial Planner, Chartered Life Underwriter, and Trust and Estate Practitioner. During the show we discuss: <ul> <li> What Estate Planning is </li> <li> Why Estate Planning is Important </li> <li> What a Will is </li> <li> Why You Need a Will </li> <li> The Typical Problems That a Will Resolves And/Or Avoids </li> <li> How do I start planning and creating my will </li> <li> What a Well-Thought-Out Will Contains </li> <li> How Often Should You Revisit and Update Your Will </li> <li> The Next Steps After You’ve Created Your Will </li> <li> What Happens to Your Estate if You Pass and Don't Leave a Will </li> <li> The Other Estate Planning Documents You Should Consider Having Aside From a Will </li> <li> Why You Should Consider Having an Estate Planner </li> <li> The Qualities You Should Look For in an Estate Planner </li> </ul> Resources:<a href="https://www.dontleaveamess.ca/" rel="nofollow" target="_blank">https://www.dontleaveamess.ca/</a>

Sandy Pollack How Estate Planning Can Protect Your Family and Your Legacy

Sandy Pollack - Don’t leave a mess with your finances! A lot of people are focused on building their wealth but what do you do to protect your wealth for yourself and future generations? My next guest is a financial planner and author who places a high emphasis on estate and financial security planning. In this episode, she shares some of the biggest mistakes people make when creating a will or planning their estate. In fact, she shares a specific story where a couple handed down $100M to their children and grandchildren but it turned into a bit of a nightmare. If you plan on handing down your wealth to future generations, this episode is for you. Please welcome Sandy Pollack. Key Timecodes  (00:56) - Show intro and background history. (01:46) - Deeper into her background and business model (03:03) - The differences between building wealth and managing wealth (06:58) - Deeper into her philosophy and how to deal with emotions on investing (11:59) - Some examples of mistakes people made after building their wealth (17:21) - The importance of signing a will early to ensure a family's wealth security (25:57) - A key takeaway that the audience can apply today (30:33) - The worst advice he ever received (30:46) - The best advice he ever received  Payback Time Podcast Payback Time is a podcast for investors. The goal of this podcast is to help make investing approachable and easy to understand. We will interview beginner and experienced investors and ask them to share stories on how they got started, what challenges they faced, what mistakes they made, and what strategy works for them today. The overall objective is to provide you with a roadmap that helps you become a better investor.

Sandy Pollack - Don’t leave a mess with your finances! A lot of people are focused on building their wealth but what do you do to protect your wealth for yourself and future generations? My next guest is a financial planner and author who places a high emphasis on estate and financial security planning. In this episode, she shares some of the biggest mistakes people make when creating a will or planning their estate. In fact, she shares a specific story where a couple handed down $100M to their children and grandchildren but it turned into a bit of a nightmare. If you plan on handing down your wealth to future generations, this episode is for you. Please welcome Sandy Pollack. <h3>Key Timecodes</h3> <ul> <li>(00:56) - Show intro and background history.</li> <li>(01:46) - Deeper into her background and business model</li> <li>(03:03) - The differences between building wealth and managing wealth</li> <li>(06:58) - Deeper into her philosophy and how to deal with emotions on investing</li> <li>(11:59) - Some examples of mistakes people made after building their wealth</li> <li>(17:21) - The importance of signing a will early to ensure a family's wealth security</li> <li>(25:57) - A key takeaway that the audience can apply today</li> <li>(30:33) - The worst advice he ever received</li> <li>(30:46) - The best advice he ever received</li> </ul> <h3>Payback Time Podcast</h3> Payback Time is a podcast for investors. The goal of this podcast is to help make investing approachable and easy to understand. We will interview beginner and experienced investors and ask them to share stories on how they got started, what challenges they faced, what mistakes they made, and what strategy works for them today. The overall objective is to provide you with a roadmap that helps you become a better investor.

S3E13 - Sandy Pollack - Don’t leave a mess with your finances!

Sandy Pollack is the founder of Trimaran Advisory Group Ltd., a financial advisory firm that goes beyond traditional business and estate planning. Sandy and her team recognize the unique family dynamics, as well as the personal and economic complexities that entrepreneurs and self-employed professionals face. Serving as both principal and Lead Financial Advisor, Sandy is an advocate for values-based legacy planning—believing that building wealth and managing wealth are not the same thing.   Don’t Leave a Mess! How To Disaster-Proof Your Family Legacy  Why do you do what you do? 0:02   Don’t leave a mess. How to disaster-proof your family legacy. 1:16   What do you want to do once you’re gone? 2:47   If you can’t prepare, what are the impediments to talking about wealth? 4:23   What’s the wealth story? 6:23   Sandy’s heroes and inspirations. 7:26  

Sandy Pollack is the founder of Trimaran Advisory Group Ltd., a financial advisory firm that goes beyond traditional business and estate planning. Sandy and her team recognize the unique family dynamics, as well as the personal and economic complexities that entrepreneurs and self-employed professionals face. Serving as both principal and Lead Financial Advisor, Sandy is an advocate for values-based legacy planning—believing that building wealth and managing wealth are not the same thing.   <a href="https://amzn.to/3wOHCjC" rel="nofollow" target="_blank">Don’t Leave a Mess! How To Disaster-Proof Your Family Legacy</a><ul> <li> Why do you do what you do? 0:02 </li> <li> Don’t leave a mess. How to disaster-proof your family legacy. 1:16 </li> <li> What do you want to do once you’re gone? 2:47 </li> <li> If you can’t prepare, what are the impediments to talking about wealth? 4:23 </li> <li> What’s the wealth story? 6:23 </li> <li> Sandy’s heroes and inspirations. 7:26 </li> </ul>

Thought Leader - Sandy Pollack on Don’t Leave a Mess! How To Disaster-Proof Your Family Legacy

You’ve built your business and dedicated vast amounts of time and money to it. Now, you’re ready to consider your legacy. What are you passing on? How does it reflect your values? Is ... The post Don’t Leave A Mess!: Sandy Pollack appeared first on Author Hour.

You’ve built your business and dedicated vast amounts of time and money to it. Now, you’re ready to consider your legacy. What are you passing on? How does it reflect your values? Is ... The post <a href="https://authorhour.co/dont-leave-a-mess-sandy-pollack/" rel="nofollow" target="_blank">Don’t Leave A Mess!: Sandy Pollack</a> appeared first on <a href="https://authorhour.co" rel="nofollow" target="_blank">Author Hour</a>.