『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 Money Nobody Knows They Have: Why Your Family Might Have Hidden Cash Waiting to Be Found S2EP43

    The Money Nobody Knows They Have: Why Your Family Might Have Hidden Cash Waiting to Be Found S2EP43
    2025/06/03
    Episode Summary: What if you or someone you love has money sitting out there, completely forgotten and legally yours? In this episode of Thoughtful Planning, Honey shares a real-life story of discovering hidden funds and breaks down what unclaimed property is, why it happens, and how you can check for it. This isn’t a get-rich-quick gimmick. It’s a reminder that thoughtful planning includes knowing where all your assets are - even the ones you’ve forgotten about. Disclaimer: This episode is for educational purposes only. Please consult a local professional for specific guidance for your needs. Essential Question: What if there’s money waiting for you or your loved ones that you don’t even know exists? Episode Highlights: A $100 surprise found for Honey’s hairdresser and $400 more for her father The dormancy period explained: what it is and why it matters Examples of unclaimed property: life insurance, bank accounts, utility deposits, capital credits, and more The $70+ billion sitting with states and how to search for your share Why even estates with a will may miss this money if it’s not documented Advice from Host: Include a search for unclaimed property in your annual planning process. It only takes a few minutes and could result in money you didn’t know was missing. Help your executor or family by documenting all financial accounts and making sure beneficiaries are clearly named. This reduces the chances that your hard-earned assets wind up in unclaimed property. Conclusion: Unclaimed property is more common than people realize, and it affects both the living and the deceased. With just a little effort and awareness, you can ensure that what’s yours stays with you or reaches your loved ones. Organization isn’t about perfection it’s about peace of mind. Resources Shared: MissingMoney.com Search multiple states for unclaimed property in one place. 🔗 https://www.missingmoney.com NAUPA (National Association of Unclaimed Property Administrators) Find official unclaimed property sites for every U.S. state. 🔗 https://www.unclaimed.org Texas Comptroller – Unclaimed Property Search for and claim unclaimed property in the state of Texas. 🔗 https://claimit.texas.gov 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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    7 分
  • The Most Powerful Gift You Never Knew You Could Give: Understanding Brain Donation S2EP42

    The Most Powerful Gift You Never Knew You Could Give: Understanding Brain Donation S2EP42
    2025/05/20
    Episode Summary: When most people think about leaving a legacy, they imagine money, possessions, or family traditions. But what if one of the most meaningful gifts you could leave behind is something most people never even consider — your brain? In this episode, Honey explores the rarely discussed topic of brain donation, including how it differs from organ donation and how it can contribute to groundbreaking research. She shares her and Santiago’s personal experience learning about the SPARC program and walks through key considerations if you’re thinking about making this unique and impactful gift part of your end-of-life planning. Disclaimer:This episode is for educational purposes only. Please consult a local professional for specific guidance for your needs. Essential Question: What if the most valuable gift you could leave behind isn’t in your bank account — but in your skull? Episode Highlights: The difference between organ donation and brain donation Why both healthy and affected brains are vital to research An overview of SPARC and how it supports military-related brain research What Honey learned by calling Harvard’s Brain Tissue Resource Center Questions to ask when researching brain donation programs Advice from Host: Start your research now while you’re clear of mind. Ask important questions — some programs may request medical history or have specific criteria. Talk to your family and document your wishes in your planning documents. Most likely, you can still have the funeral or burial of your choice, and most programs are free. Conclusion: Your will distributes what you own — but brain donation extends what you know. This gift has the potential to unlock answers, drive research, and bring healing to families for generations to come. It’s never too early to consider how your legacy might live on through science. Resources: SPARC: https://www.sparc-community.org/ Harvard University Brain Bank: https://hbtrc.mclean.harvard.edu/brain-donation/info/ VA Biorepository Brain Bank (VABBB): https://www.research.va.gov/programs/tissue_banking/control/default.cfm Brain Donor Project: https://braindonorproject.org/ 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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    8 分
  • Most People Think Organ Donation Is A Heavy Topic... Here's How It Actually Creates Hope And Legacy S2EP41

    Most People Think Organ Donation Is A Heavy Topic... Here's How It Actually Creates Hope And Legacy S2EP41
    2025/05/06
    Episode Summary: In this powerful episode, we sit down with Dr. Brittany Clayborne and her son Micah, both heart transplant recipients who have transformed their personal health journey into a mission of supporting young transplant recipients and their families. They share insights about their innovative support program, Transplant Teenz, and discuss the profound impact of organ donation. Disclaimer:This episode is for educational purposes only. Please consult a local professional for specific guidance for your needs. Essential Question:How can the gift of organ donation transform lives, and what can we do to support transplant recipients and their families? Episode Highlights: Their personal journey as mother and son transplant recipients The creation and impact of Transplant Teenz The unique challenges young transplant recipients face The importance of peer support and community How organ donation creates lasting legacies BONUS: Learn about Dr. Clayborne's free IMPAkT program supporting those navigating critical illness Advice from Dr. Brittany Clayborne and her son Micah: On becoming an organ donor: "If we actually asked that question and didn't have time to think about it, everybody would answer yes... What does your humanity tell you to say?" - Dr. Clayborne For families considering organ donation: "Your child's legacy could make everyone else's fate bright" - Micah The importance of early education about medical self-advocacy Supporting teens through the transplant experience Conclusion: Organ donation is more than saving a life - it's about transforming families, creating legacies, and building supportive communities that help recipients thrive. Connect with Dr. Clayborne and Transplant Teenz: Website for Dr. Clayborne: https://www.brittanyspeaks.com/ Website for Transplant Teenz: https://www.transplanttz.org/ Instagram & TikTok: @transplanttz Facebook Transplant Teenz: https://www.facebook.com/profile.php?id=61558524878499 Connect with Thoughtful Planning: 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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    33 分

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