04/17/2026
New episode is live! 🎙️ Episode 5 of Simply Wealth – “Estate Planning Essentials”
Cory sits down with Dan, Dakota, and Rich to break down the fundamentals of estate planning in plain English.
They cover:
- Who actually needs an estate plan
- What happens if you become incapacitated
- The truth about probate (and why it gets a bad rap)
- The essential documents everyone should have
Halfway through the episode , they go deep on trusts — when they make sense, how they protect your family (especially with minor children), how to fund them properly, and common mistakes to avoid.
If you want clarity and confidence around protecting your legacy, this episode is for you.
Listen now → search “Simply Wealth” on Apple Podcasts, Spotify, or your favorite platform. You can also watch on our website or on youtube (links in bio)
What’s one estate planning question you’ve always had? Drop it in the comments 👇
