Podcasts
March 04th, 2025
“How to Disaster-Proof Your Family Legacy”
with Erik Solbakken
The one thing in life that is absolutely certain: Death. So how do you leave your business, assets, and responsibilities behind matters.
In this episode, we dive into the importance of estate planning with Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P, a seasoned expert in the field. Learn why having a plan in place for your business, assets, and responsibilities is crucial for protecting your legacy and avoiding unnecessary complications for your loved ones. Sandy explains how intentionality, open communication, and working with professionals can help ensure your wealth serves you during your lifetime and benefits your heirs after you're gone. Tune in to discover actionable steps to start planning today, so your legacy remains a gift, not a burden.
January 20th, 2025
"The Family Business Podcast”
with Russ Haworth
December 19th, 2024
"Let’s Talk Family Enterprise Podcast”
with Aileen Miziolek
October 1st, 2024
"Financial Freedom Podcast”
with Dr. Christopher Loo
In this episode of the Family Business Podcast, host Russ Haworth welcomes Sandy Pollack, author of ‘Don’t Leave a Mess,’ for an insightful conversation on the power of effective estate planning. Sandy shares her expertise on how clarity and open communication around money and legacy can strengthen family bonds and ensure a smooth transition of wealth across generations.
Sandy emphasizes the importance of having meaningful family conversations about money and legacy, explaining how these discussions can prevent future conflicts and bring families closer together. The episode also tackles common myths about estate planning, highlighting how proactive, thoughtful planning can create lasting peace of mind and ensure harmony for years to come.
They explore the key factors of choosing the right executors and trustees, the impactful role of legacy letters, and the many benefits of starting these crucial conversations early. Sandy offers practical advice for families looking to prepare for the future, helping them create a legacy that reflects their values and supports the generations to come.
This episode is packed with valuable insights and actionable steps that will leave you feeling confident and empowered to take control of your estate planning journey. Tune in now and discover how small changes today can lead to big benefits for your family’s future!
In this insightful episode of the “Let’s Talk Family Enterprise” podcast, host Aileen Miziolek is joined by Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P, founder of Trimaran Advisory Group, author of Don’t Leave a Mess and a leading expert in values-based legacy planning, and Annie Stoneburgh, a compassionate Death Doula, geriatric care specialist, founder of the 2 Steps Ahead consultancy and a professor at George Brown College. Together, they explore the powerful intersection of estate planning, family business transitions, and end-of-life care.
Tune in for a thought-provoking discussion on how open, meaningful conversations can help families navigate these important moments and create a lasting, positive legacy.
In this insightful episode of the “Financial Freedom” podcast, Dr. Christopher Loo sits down with Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P, founder of Trimaran Advisory Group and author of “Don’t Leave a Mess!: How to Disaster-Proof Your Family Legacy.” With over 30 years of experience working with entrepreneurs and professionals, Sandy shares her expertise on building and preserving wealth—explaining the key differences between income and wealth, and why legacy planning and business succession are so crucial.
Sandy highlights the importance of having open, intentional conversations with family members about values, wealth, and the future. She offers practical advice on avoiding estate disputes, preparing heirs, and navigating family business transitions. She also tackles common misconceptions about wealth, particularly for professionals, and stresses the need for strong family governance and communication to ensure a successful legacy.
Tune in for valuable insights that can help you secure your financial future and leave a lasting legacy for the generations to come.
August 16th, 2024
"How is My Financial Health, Doc?" Podcast
with Dr. Vu Kiet Tran
July 17th, 2024
"The Business of Family " Podcast
with Tammy Buss
June 22nd, 2024
"How is My Financial Health, Doc?" Podcast
with Dr. Vu Kiet Tran
In the latest episode of How is My Financial Health, Doc?, host Dr. Vu Kiet Tran sits down with Sandy Pollack, founder and author of “Don’t Leave a Mess!: How to Disaster-Proof Your Family Legacy.” The episode explores the critical yet often overlooked topic of financial fluency for healthcare professionals. Sandy draws on her extensive experience to explain why essential skills like planning, debt management, and practice setup are frequently missing from medical education. She shares how mastering financial literacy can help alleviate burnout and achieve both time and financial freedom. With her insights on risk, investments, and legal matters, Sandy’s four pillars of financial fluency offer a valuable roadmap to financial confidence and peace of mind. Tune in now to see how this conversation might transform your financial future!
In this episode, host Tammy Buss joins Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P, author of "Don’t Leave a Mess" and founder of Trimaran Advisory Group. Together, they explore the critical impact of leaving things unsaid or undocumented, which can lead to a volcano of emotions for families at the worst possible times.
Sandy provides expert insights into the complexities of ensuring your wishes are clear and properly documented, emphasizing why these preparations are essential for maintaining peace of mind and familial harmony. Tune in as Tammy and Sandy discuss why these preparations are crucial for fostering understanding and harmony within families.
Join Dr. Vu Kiet Tran, host of the "How is My Financial Health, Doc?" podcast, as he sits down with Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P, founder of Trimaran Advisory Group and author of “Don’t Leave a Mess!: How to Disaster-Proof Your Family Legacy.” In this engaging episode, they delve into the intricacies of planning for the future, retirement, and financial wellness.
Sandy Pollack candidly shares her personal motivation behind writing her book during COVID-19: to empower individuals and families to make informed financial choices and prepare for the future. She provides a heartfelt, qualitative perspective on financial planning, stressing the importance of understanding your relationship with money, overcoming procrastination, and selecting the right professional advisors. Her book is filled with practical exercises, compelling stories, and profound insights on wealth stewardship, legacy planning, and fostering financial security and freedom.
June 5th, 2024
The Women’s Wealth Canada Podcast
with Glory Gray
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
In this insightful episode of the Women's Wealth Canada Podcast, host Glory Gray sits down with Sandy Pollack, an esteemed estate planner and family business advisor, to discuss the vital importance of leaving a legacy that benefits future generations rather than creating a burden. Sandy, author of "Don't Leave a Mess: How to Disaster Proof Your Family Legacy," shares her expertise on navigating the complexities of managing family wealth and preparing for one of the largest generational wealth transfers in history.
Listeners will gain valuable insights into the distinctions between building and managing wealth, and the necessity of fostering clear family conversations to intentionally create generational wealth. Sandy delves into her experiences with multi-generational family-owned businesses, highlighting the significance of understanding family dynamics and the often-overlooked role of women as the "chief emotional officers" in these enterprises.
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.
