Thoughtful Planning

Laughter has been a common way for people to cope and deal with difficult and intense situations in their lives. Humor helps us not take ourselves too seriously in the middle of a serious situation. So in this episode, our essential question asks, “Is humor a way to help you cope with the planning process?” Joining us today to answer this question is Robin Phoenix Johnson, retired Lieutenant Colon...

In this episode, the essential question is, “What is elder law and why do I need to know about it?” To guide us through this big topic, we have invited Stacey Edwards, Esq. from Edwards Estate & Elder Law in New Jersey. With over 2 decades of legal experience, she dabbled in various specializations of law, but Estates and Trusts is where she decided to stay. She finds purpose in helping other peop...

This week’s essential question is: Where are you on your journey?   Santiago and Honey are doing an update episode, filling you in on things they’ve learned, and what they’ve been working on in their journey.  Financial Management and Taxation Santiago shares experiences with business taxes, tracking recurring expenses, and subscription management through Rocket Money. They discuss the challenges...

Today’s essential question: Do you have a solid understanding of your assets? In today's fast-paced world, it's easy to overlook the importance of organizing our financial assets. However, Santiago and Honey are on a mission to change that narrative with their innovative tool, the Legacy Ledger. The Legacy Ledger is more than just a spreadsheet; it's a comprehensive system designed to help individ...

The episode of Thoughtful Planning features a conversation about organ donation, focusing on the impact it has on recipients and their families. Honey and Santiago welcomed Kim Perkins, a pancreas transplant recipient, to share her personal journey. Today’s essential question: how do you think organ donation affects recipients and their families? Kim shared her experience of being diagnosed with t...

Santiago and Honey are back, and they’re talking about organ donation. Specifically, is being an organ donor right for me or you?  Did you know that eight people can be saved by a single donor and that a single person can give up to 72 different parts of your body? Find out what’s involved, and how it all works so you can decide if being an organ donor is right for you.  Joining them is Rachel Qui...

Honey and Santiago are back with attorney Shawn McCammon discussing today’s essential question: do I need a power of attorney and or medical directives?  We all hope we’ll never need someone else to make decisions for us. The best way to know that your wishes will be honored is to use the power of attorney and medical directive options available to spell out what should be done in case you aren’t...

Honey and Santiago are talking with attorney and estate planning expert Shawn McCammon. Today’s essential question: How do I know if a trust is right for me and what type should I be considering?  This is part two of their estate planning trilogy to explain things in terms that we can all understand.  A living trust serves as a versatile tool, akin to a Swiss army knife, in estate planning. The pr...

Today, our essential question is: what is a will and why do you need one?  To answer all our questions about this, we’ve invited Shawn McCammon from McCammon Law located in Boerne, Texas. He has over 20 years of legal experience with a focus on wills, trusts and estate planning.  Shawn is the expert from that insightful lunch and learn we referenced in episode one. When it comes to legal issues, t...

Making decisions about end-of-life care can be difficult, but it's important to have these discussions with your family. Robyn Cogburn, a geriatric nurse practitioner, discusses the differences between hospice and palliative care, and how to know if hospice is right for you or your family. Hospice vs. Palliative Care Hospice and palliative care are both options for end-of-life care, but they diffe...

Santiago and Honey Bueno are back and, in this episode, they are having an honest, from-the-heart conversation about The Conversation: A Revolutionary Plan for End-of-Life Care by Angelo Volandes, M.D.  What do you need to have ready for your conversation with those that matter most to you?   To help answer this question, Santiago and Honey read The Conversation: A Revolutionary Plan for End-of-Li...

Discover the power of having an open conversation about end-of-life wishes in this episode of Thoughtful Planning with Santiago Honey Bueno. Join them as they emphasize the importance of finding the right time and place to discuss your preferences and explore practical steps you can take to plan for the future. From creating a will to distributing personal belongings, Santiago and Honey share thei...

Do you want to ensure peace of mind and alleviate stress for your loved ones when it comes to your final wishes? Are you searching for a solution that will help you achieve this desired outcome? Look no further because today, our guest, Virginia Bueno, will be sharing the key to attaining serenity and reducing the burden on your loved ones. By following Virginia's advice, you can guarantee tranqui...

Thinking about your legacy isn’t always top of mind. Thoughtful Planning Hosts Santiago and Honey Bueno didn’t give it much thought either, until the opportunity to learn more about what legacy and end-of-life planning really meant. Creating trusts and making sure the legal details are complete for your heirs can feel like it’s only for the super-wealthy. That’s why this husband-and-wife team want...

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. Hus...