Podcasts
April 11th, 2024
Purposeful Planning Podcast with John A. Warnick
This episode explores the pillars of effective communication, strategic planning, and the significance of storytelling. Join as we learn about the importance of communication, reasons why people struggle with planning, and strategies to initiate planning without overwhelming fear. The episode also offers advice on selecting trustworthy advisors and highlights key insights from the host’s book. Additionally, it delves into the transformative power of storytelling, particularly in the context of family history. Tune in to gain practical tools for personal and professional growth and discover how to shape a future filled with purpose and possibility.
Jason talks to Sandy Pollack, author of the book "Don't Leave a Mess." The focus of the book revolves around estate planning, emphasizing the crucial distinction between financial thinking and financial planning. Sandy delves into the necessity of understanding both concepts to effectively navigate the complexities of financial management.
December 28th, 2023
Financial Planning for Canadian Businesses with Jason Pereira
December 8th, 2023
GCP Podcast with Gary Mottershead
In this episode of Clarity Generates Confidence, we are delighted to have Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P, and the Founder and Principal of Trimaran Advisory Group, joining us. Sandy, the author of “Don’t Leave a Mess!”, will share her profound knowledge in assisting business owners with the complex facets of wealth management. Sandy will offer valuable perspectives on how aligning personal values with financial choices can shape the legacy one leaves behind, mirroring their life’s goals and dreams.
Gary and Sandy’s conversation will also focus on the crucial elements of forward-thinking planning for life’s inevitable events, highlighting the importance of being prepared to prevent unexpected hardships for families after one’s passing. We’ll also dive into Sandy’s book, “Don’t Leave a Mess!”, which you can find at www.dontleaveamess.ca. The book is a treasure trove of insights on posthumous financial planning, emphasizing the importance of teamwork in drafting wills and the critical role of collaboration in effective financial management.
November 13th, 2023
Legacy Leaders Podcast with Stan Miller
Listen to this informative Legacy Leaders episode with Sandy Pollack about The Inspiration Behind "Don't Leave a Mess" Book, The Importance of Talking About Money, Building Wealth with Intentionality, The Importance of Authentic Service, and The Importance of Having Courageous Conversations. Here is what to expect on this week’s show: Discover the secrets to successful open communication and how it can revolutionize your financial advising practice Learn how to have courageous conversations about estate planning that will strengthen your client relationships and build trust Uncover the key to providing authentic service in financial advising and how it can set you apart from your competition Explore the proactive estate planning strategies that will help your clients avoid a messy and stressful situation in the future Gain valuable insights on the importance of proactive estate planning and how it can protect your client's assets and ensure their wishes are carried out
Join Kirby Rosplock and Sandy Pollack in a compelling conversation about the potential consequences when human capital is overlooked in estate planning. Sandy emphasizes the significance of adequately preparing heirs to receive wealth, highlighting that this aspect is as crucial as planning the estate itself.
December 6th, 2023
Tamarind Learning Canada with Kirby Rosplock
June 30th, 2023
Business Credit and Financing Show with Ty Crandall
Sandy Pollack: How Estate Planning Can Protect Your Family and Your Legacy
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.
February 21, 2023
Boost Your Financial IQ Podcast with Steve Coughran
Building a business takes an incredible amount of time, sacrifice, and hard work. During all of this, most people fail to take the crucial steps in preparing to pass along their legacy in a manner that aligns with their values. Estate planning is an important step in ensuring that your loved ones are taken care of after you pass away. It allows you to make decisions about how your assets, such as money and property, will be distributed. Estate planning also ensures that your wishes are followed if you become incapacitated. A well thought out approach may reduce the tax burden for your beneficiaries and provide for the orderly transfer of assets. Join me for this important episode where I talk with Sandy Pollack, the Founder of Trimaran Advisory Group and author of her latest book “Don’t Leave a Mess!”, about what it means to make wise choices regarding your legacy that will one day be passed along to your family.
February 14, 2023
Sage Thought Leadership Podcast with Ed Kless
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
November 23, 2022
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 your family prepared for the legacy they will receive? Or are you leaving them a mess? Welcome back to the Author Hour Podcast. I’m your host, Hussein Al-Baiaty. My next guest, Sandy Pollack, is here to talk with us about her new book, Don’t Leave a Mess! Let’s get into it…
Author Hour Podcast with Hussein Al-Baiaty
SANDY POLLACK, CFP, CLU, TEP, FEA, MFA-P
Sandy is an engaging speaker who enjoys sharing her passion and 25+ years of knowledge on Family Business Planning, Single Purpose Planning and Legacy & Estate Planning. Her goal is to educate and inspire business owners who may be putting off those tough yet necessary conversations to ensure that they protect not only their wealth and legacy, but everyone involved.
Click below to book Sandy for a podcast interview.
