『Thoughtful Planning』のカバーアート

Thoughtful Planning

Thoughtful Planning

著者： Santiago and Honey Bueno
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 Life doesn’t always go as expected. That’s why planning for contingencies is so important. The Thoughtful Planning podcast will help you understand why having these conversations, and making these decisions are so important. Putting a plan in place gives your family peace of mind knowing and understanding your choices. Reduce stress and anxiety about finances, insurance, and your final wishes. Husband and wife hosts Santiago and Honey Bueno share the steps they’ve taken and explain the questions they are still considering. Create a plan now, while you’re able to thoughtfully consider how you’d like things handled. Santiago and Honey share advice with compassion and understanding. They know that hard conversations need to happen, but you don’t have to be alone as you begin your planning Journey.@Legacy Toolkit LLC 2024
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  • The Emergency Travel Checklist: What to Do Before You Leave S2EP46

    The Emergency Travel Checklist: What to Do Before You Leave S2EP46
    2025/07/15
    Episode Summary: In this kickoff episode of our travel planning series, Honey and Santiago share real-life lessons from their recent international vacation. They walk through a simple, actionable checklist to help you get prepared before you travel. From choosing your trusted contacts to prepping your home, this episode gives you the essential steps to protect your loved ones while you are away. Disclaimer: This episode is for educational purposes only and does not contain all possible travel advice. Please consult a local professional for specific guidance for your needs. Essential Question: What should you do before your trip to make sure your loved ones can help you in an emergency? Episode Highlights: Registering for the Smart Traveler Enrollment Program (STEP) Choosing your trusted person and backup contacts Sharing travel itinerary, insurance information and emergency contacts Prepping your home: security, mail, yard and trash Taking a photo of where you park and sending it to your contact Travel tech tips: phone plans, credit card alerts and battery rules Pet care and small business reminders (with more details coming in later episodes) Advice from Hosts: Do not announce your travel dates publicly, especially if no one is staying at your home Double-check lithium-ion battery rules before flying Print important documents like your passport and medication list and store them in a separate place from the originals Conclusion: By following this checklist, you will feel confident and prepared before you leave home. Stay tuned for the next episode where Santiago and Honey dive into travel insurance essentials and how to make sure your family knows what to do if something happens. Resources Shared: U.S. Department of State STEP Program: https://mytravel.state.gov/s/step Passport Information: https://travel.state.gov/content/travel/en/passports/passport-help/after-getting-passport.html Lithium Battery: https://www.faa.gov/hazmat/packsafe/lithium-batteries Texx: Season 1 Episode 15: https://youtu.be/-eI3vFieTos?si=KwR7DJOK5bpzrP4j Pet Care Legacy Guide: https://www.legacytoolkit.com/petcarelegacyguide If you would like a checklist of all items referenced in the podcast send an email to info@legacytoolkit.com and in the subject add 'Travel checklist'. Connect with Thoughtful Planning Hosts, Santiago & Honey: Website: legacytoolkit.com/podcast Facebook: facebook.com/legacytoolkitwithsantiagoandhoney LinkedIn: Legacy Toolkit on LinkedIn Thank You for Listening!Don’t forget to subscribe, leave us a review and share this episode with a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    12 分
  • How to Protect Your Credit Card Rewards from Vanishing After Death S2EP45

    How to Protect Your Credit Card Rewards from Vanishing After Death S2EP45
    2025/07/01
    Episode Summary: You’ve earned those points, miles and cashback. But what happens to them if you become incapacitated or pass away? In this episode, Honey walks you through what most people never think to ask: What does your credit card company do with your rewards after death? She explains how to find the answers, what your executor needs to know and how a few simple steps now can protect what you've worked hard for later. Disclaimer: This episode is for educational purposes only. Please consult a local professional for specific guidance for your needs. Essential Question: Do you know what your credit card company says will happen to your rewards, points, or miles if you become incapacitated or die? Have you clearly documented it? Episode Highlights: Why rewards can quietly disappear if not documented What to ask your credit card company about powers of attorney and executors The 16 questions to ask your card issuer How rewards can be applied, forfeited or claimed Why even small balances matter in the bigger picture of thoughtful planning Advice from Host: Start by making a list of all your credit cards that earn points. Choose one card and use the 16 questions shared in the episode to document each policy. Then share that information with someone you trust. Set a reminder to check back each year, especially if policies change or you open a new card. This isn't about perfection. It's about making things easier for the people you love. Conclusion: Credit card rewards may seem small, but they represent effort, value and opportunity. By planning ahead, you protect these assets and give your family clarity and peace of mind. You’ve already done the hard part by earning them. Now make sure they don’t vanish without notice. Connect with Thoughtful Planning Hosts, Santiago & Honey: Website: legacytoolkit.com/podcast Facebook: facebook.com/legacytoolkitwithsantiagoandhoney LinkedIn: Legacy Toolkit on LinkedIn Thank You for Listening! Don’t forget to subscribe, leave us a review, and share this episode with a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    9 分
  • Why Some Addresses Have Hidden Money (And How to Check Yours) S2EP44

    Why Some Addresses Have Hidden Money (And How to Check Yours) S2EP44
    2025/06/17
    Episode Summary: Could a forgotten power bill from a co-op be holding money that rightfully belongs to you or your loved ones? In this episode of Thoughtful Planning, Honey explains how capital credits from electric cooperatives work, why they matter, and how they can go unnoticed for years. She shares her personal experience of moving frequently as a military family and how failing to document known co-op balances could have left her family in the dark. Learn the questions to ask, what to document, and how to protect this often-overlooked piece of your estate plan. Disclaimer: This episode is for educational purposes only. Please consult a local professional for specific guidance for your needs. Essential Question: What capital credit accounts might be quietly building in the background? And have you made it clear enough that your family would know how to find and claim them if needed? Episode Highlights: How co-op electricity providers return profits to customers as capital credits Why your co-op may owe you money even years after you've moved The $600 Honey and Santiago have in capital credits across two homes in Fargo What a POD (payable on death) form is and how it helps What to document: co-op name, contact info, account number, payout policy, balance, and more The importance of annual follow-up and setting reminders Why some co-ops don’t offer beneficiary forms (and what to do about it) Advice from Host: Start by searching your former city or state and “+ electric cooperative” to see if you’ve been served by one. Then call or visit the co-op’s site to look for capital credit policies. Ask if they offer a beneficiary form and document everything clearly. Share this information with your executor or a trusted family member. Lastly, add an annual reminder to follow up, especially if the credits are not immediately payable. Conclusion: It’s not just the big accounts or legal documents that shape your legacy. Even money sitting in a co-op account can matter when it comes to helping your family avoid confusion. Documenting your capital credits ensures your loved ones don’t miss what’s already yours. Resources Shared: Unclaimed Property – Texas Comptroller If a co-op can’t reach you, capital credits may be turned over to the state. 🔗 https://claimit.texas.gov MissingMoney.com Double-check for any co-op credits that may have already been turned over to the state. 🔗 https://www.missingmoney.com Connect with Thoughtful Planning Hosts, Santiago & Honey: Website: https://www.legacytoolkit.com/podcast Facebook: https://www.facebook.com/legacytoolkitwithsantiagoandhoney LinkedIn: https://www.linkedin.com/company/legacy-toolkit Thank You for Listening! Don’t forget to subscribe, leave us a review, and share this episode with a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    12 分

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