Peeling Back Money and Life with Mike and Casey features wisdom involving our financial health and our overall well-being. Each week, we invite you to join us as we explore the intricate layers of money, life, and personal growth, offering a unique blend of financial wisdom, life lessons, and wellness strategies. Through engaging discussions, interviews with industry experts, alongside inspiring stories from individuals from all walks of life, we shed light on how financial decisions and many other life decisions impact our everyday lives and overall happiness.
In our increasingly digital world, your online presence—from financial accounts to social media profiles—constitutes a significant part of your legacy. In this episode, Casey and Mike delve into the importance of digital estate planning, offering actionable steps to ensure your digital assets are protected and accessible to your loved ones when the time comes.
Resources
Digital Estate Checklist (PDF) (https://www.igniteplanning.com/articles-news/creating-an-electronic-estate-plan-a-must-for-the-digital-age)
How to Protect Your Digital Assets – You Stay Wealthy Podcast (https://youstaywealthy.com/podcasts/how-to-protect-your-digital-assets/)
Everplans: Digital Cheat Sheet (https://www.everplans.com/articles/digital-cheat-sheet-how-to-create-a-digital-estate-plan)
PREPARE Advance Directive (https://prepareforyourcare.org/advance-directive)
Five Wishes (https://www.fivewishes.org/)
Define Financial: Cybersecurity Tips (https://www.definefinancial.com/blog/cybersecurity/)
Everplans: RUFADAA by State (https://www.everplans.com/articles/state-by-state-digital-estate-planning-laws)
Google Inactive Account Manager (https://support.google.com/accounts/answer/3036546?hl=en)
Facebook Legacy Contact Settings (https://www.facebook.com/help/1568013990080948)
Apple Digital Legacy Program (https://support.apple.com/en-ca/HT212360)
Bitwarden Password Manager (https://bitwarden.com/)
LastPass Password Manager (https://www.lastpass.com/pricing)
17 Jul 2025
80 - 5 Essential Steps to Prepare Your Loved Ones: Estate Planning and Legacy Binders
In this episode of the PBML Podcast, Mike and Casey discuss essential estate planning steps and the importance of organizing documents for loved ones. They cover:
The 5 critical legal documents everyone needs for estate planning
How to create and organize a comprehensive Legacy Binder
Practical tips for having difficult conversations with family members
esources
https://www.amazon.com/Art-Dying-Well-Practical-End/dp/1501135317 (https://www.amazon.com/Art-Dying-Well-Practical-End/dp/1501135317)The Art of Dying Well: A Practical Guide to a Good End of Life (https://www.amazon.com/Art-Dying-Well-Practical-Guide/dp/1501135473/ref=sr_1_1?crid=2BYVMQU8MID8B&dib=eyJ2IjoiMSJ9.f-2L3WlOwbItMmLIGX_ImNdsh4goSLwQ5uCU8DOpjV_xdWutjlbhrUZ0L9X1b4nt78tPgRtmnLjOVK3QKlHgFQtOME-FPIAR9oju08UvDkk9kHLmulnj4xYmrN7eHQBKEAEQKRxxAE_gShdNHAYQ2fsPngPnPqSuIGGnhMz2x01_MIenw-FMwhwlQJIaQBwb3vWIkdALb_Q5Bbl-RfuE5Lg9DXJ8mnoKgFnfUjNeJn0.KJS_Uc_v8NYsKMnjn0W_1oBmrjLcAHYSTXGr7JCHsGE&dib_tag=se&keywords=the+art+of+dying+well&qid=1752669910&sprefix=the+art+of+dying+well%2Caps%2C159&sr=8-1)
Letter of Last Instruction Template.pdf (https://netorg15240832-my.sharepoint.com/:b:/g/personal/mike-igniteplanning_com_netorg15240832_onmicrosoft_com/EdkQ-Y2SoP1DrWMppiPw3Z0B9acSey-SooeLYpeVbxLLrA?e=gE6lDO)
Letter of Last Instruction Template.docx (https://netorg15240832-my.sharepoint.com/:w:/g/personal/mike-igniteplanning_com_netorg15240832_onmicrosoft_com/EblIVlUe9nBHhUo5rsduyp0B_WSaqtcwjtqgTpRu18-PtQ?e=yvEh0o)
Legacy Binder Checklist.pdf (https://netorg15240832-my.sharepoint.com/:b:/g/personal/mike-igniteplanning_com_netorg15240832_onmicrosoft_com/ES1rIs52GOpJlyaoFqOOyGEB4DzL2d_RH7IN0N2AlMI2kg?e=uhUeCK)
Write Your Own Obituary Template.pdf (https://netorg15240832-my.sharepoint.com/:b:/g/personal/mike-igniteplanning_com_netorg15240832_onmicrosoft_com/EYB1Bj8zAt1Puv3MSc0T-bsBIXUvHMBMJXU9ONl29dRRcQ?e=VsnDpG)
Write Your Own Obituary Template.docx (https://netorg15240832-my.sharepoint.com/:w:/g/personal/mike-igniteplanning_com_netorg15240832_onmicrosoft_com/EZTgNozk11tIiovLZu6jwI0BNyUFj50eFMnaSvlVWzoWIg?e=GPMPcm)
3 Jul 2025
79 - Beneficiary Designations Explained: Per Stirpes vs. Per Capita & Avoiding Costly Mistakes
Hosts Casey and Mike explain beneficiary designations, such as per stirpes versus per capita, in estate planning and highlight the importance of regular reviews to ensure assets are distributed according to one's wishes.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
5 ratings
Spotify
5.0 / 5
3 ratings
Podcast Authority Score: 43 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
58
Social presence
0
YouTube
0
Engagement
68
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