Episode

#255 | Why “I’ll Do It Later” Is A Dangerous Lie About Wills, Estate Planning & Power of Attorney - Financial Literacy, Financial Advisors & Wealth

Podcast
Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World
Published
Mar 5, 2026
Duration seconds
1401
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Canonical source
https://app.talkshoe.com/show/bullshift-the-podcast
Audio
https://episodes.captivate.fm/episode/cdff1b2b-ca93-4dfe-90fa-b51432d082ea.mp3
JSON
/v1/public/podcasts/make-better-wealth-decisions-how-financial-advisor-s-blind-spots-can-hurt-your-investments-in-a-rapidly-changing-world-7118183/episodes/255-why-i-ll-do-it-later-is-a-dangerous-lie-about-wills-estate-planning-power-of-attorney-financial-literacy-financial-advisors-wealth
Markdown
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Summary

Do you have a will — and is it actually up to date? Most Canadians don’t have wills, and many who do haven’t reviewed them in years. If you have assets, dependents, or simply people you care about, avoiding estate planning can leave your family with stress, confusion, and costly complications. The truth is, wills and power of attorney documents aren’t just legal paperwork — they’re critical financial decisions. In this episode, you’ll discover: Why so many people delay wills and estate planning — and how to overcome the mental and logistical barriers. The difference between a will and power of attorney, and why you likely need both. How to make estate planning simple, affordable, and actionable — no matter your budget or stage of life. If you want to protect your family, reduce future headaches, and make smarter long-term wealth decisions, this conversation will help you take the first step. John De Goey's Books. Grab your copy from Amazon: Bullshift: How Optimism Bias Threatens Your Finances STANDUP to the Financial Services Industry The Professional Financial Advisor IV