38 min

Prepping for End of Life and Your Legacy The Financially Mindful Podcast

    • Self-Improvement

In this episode of The Financially Mindful Podcast, Reverend Libby Boatwright, Palliative and Outpatient Chaplain for Stanford Health Care and author of The Last Things We Talk About, shares her wealth of experience in end of life and legacy planning, touching on advanced directives, inventories, and legacy conversations. What is end of life planning? Where do I start? How can I help my family prepare financially for end of life? These questions and more are answered in this episode of The Financially Mindful Podcast. 


 


Daniel James


Dan is Founder and CEO of CanopyLife, a platform committed to building families’ financial resilience to deal with major life events. Dan founded CanopyLife after experiencing the financial and emotional cost of losing his dad to cancer, and wanting to help families avoid the same pitfalls. A Kellogg School of Management grad, Dan previously led new product development at Capital One and has nearly a decade of experience working in product development at startups focused on consumer, fintech and insurtech. In a prior life, Dan was a consultant at BCG and worked in Equities for Goldman Sachs and ABNAMRO. 


 


James V. Grace


Jim Grace is the Director of Wealth Management at Silver Pine Capital in Medfield, Massachusetts. ​Jim has more than a decade of experience in the financial services industry, leading Silver Pine’s financial planning and broader wealth management service offering. He has worked for MetLife and has managed for First Niagara (LPL Financial) and United Northeast Financial Advisors (Infinex Investments). He is father to two children. 


 


About our Guest:


Rev. Libby Boatwright is Chaplain for Outpatient Oncology Palliative Medicine for Stanford Health Care in Palo Alto, California. With a financial planning certification, Dr. Boatwright desires to be a catalyst for fiscally responsible and sustainable change in care systems involving community, medical, and spiritual centers. She is the author of The Last Things We Talk About: Your Guide to End of Life Transitions, an upcoming book about figuring out what brings you meaning and purpose and how to plot a fiscally feasible path to get there. 


 


Insight from this episode:


Dr. Boatwright’s expert advice and recommendations for end of life planning, from the legal and practical to emotional and spiritual. 

Strategies to starting the end of life planning conversation with loved ones and deciding on the most appropriate plan.

How to “have your house in order” and prepare for end of life and legacy planning before it is too late. 

Details on what needs to be taken care of first in the case of an unexpected medical event. 


 


Quotes from the show:


“Let them start the conversation. Let them be the person that’s going to manage their own life. It may not be what you agree with, but let them speak anyway… The conversation is tough, but it needs to begin.” –Libby Boatwright The Financially Mindful Podcast Ep. #3 (6:33) 


“We don’t know the time, or the day, that this will happen, so before that does happen, can we get everything in order so your family isn’t going through a treasure hunt.” –Libby Boatwright The Financially Mindful Podcast Ep. #3 (13:06)


“You have to ask that question, what happens if I’m not here? What would they look for?” –Libby Boatwright The Financially Mindful Podcast Ep. #3 (15:12)



“The uncertainty of life has made it very clear that we need to plan ahead.” –Libby Boatwright The Financially Mindful Podcast Ep. #3 (16:11)



“Once you get [your end of life plan] done, you can go on and live your life.” –Libby Boatwright The Financially Mindful Podcast Ep. #3 (22:48)



“You have to somehow prepare yourself for the sticker shock. And my feeling is the best thing you can do is think ahead of time, this is what I will tolerate, this is what I will not do. And if going cost me this much, is my life really worth putting my fam

In this episode of The Financially Mindful Podcast, Reverend Libby Boatwright, Palliative and Outpatient Chaplain for Stanford Health Care and author of The Last Things We Talk About, shares her wealth of experience in end of life and legacy planning, touching on advanced directives, inventories, and legacy conversations. What is end of life planning? Where do I start? How can I help my family prepare financially for end of life? These questions and more are answered in this episode of The Financially Mindful Podcast. 


 


Daniel James


Dan is Founder and CEO of CanopyLife, a platform committed to building families’ financial resilience to deal with major life events. Dan founded CanopyLife after experiencing the financial and emotional cost of losing his dad to cancer, and wanting to help families avoid the same pitfalls. A Kellogg School of Management grad, Dan previously led new product development at Capital One and has nearly a decade of experience working in product development at startups focused on consumer, fintech and insurtech. In a prior life, Dan was a consultant at BCG and worked in Equities for Goldman Sachs and ABNAMRO. 


 


James V. Grace


Jim Grace is the Director of Wealth Management at Silver Pine Capital in Medfield, Massachusetts. ​Jim has more than a decade of experience in the financial services industry, leading Silver Pine’s financial planning and broader wealth management service offering. He has worked for MetLife and has managed for First Niagara (LPL Financial) and United Northeast Financial Advisors (Infinex Investments). He is father to two children. 


 


About our Guest:


Rev. Libby Boatwright is Chaplain for Outpatient Oncology Palliative Medicine for Stanford Health Care in Palo Alto, California. With a financial planning certification, Dr. Boatwright desires to be a catalyst for fiscally responsible and sustainable change in care systems involving community, medical, and spiritual centers. She is the author of The Last Things We Talk About: Your Guide to End of Life Transitions, an upcoming book about figuring out what brings you meaning and purpose and how to plot a fiscally feasible path to get there. 


 


Insight from this episode:


Dr. Boatwright’s expert advice and recommendations for end of life planning, from the legal and practical to emotional and spiritual. 

Strategies to starting the end of life planning conversation with loved ones and deciding on the most appropriate plan.

How to “have your house in order” and prepare for end of life and legacy planning before it is too late. 

Details on what needs to be taken care of first in the case of an unexpected medical event. 


 


Quotes from the show:


“Let them start the conversation. Let them be the person that’s going to manage their own life. It may not be what you agree with, but let them speak anyway… The conversation is tough, but it needs to begin.” –Libby Boatwright The Financially Mindful Podcast Ep. #3 (6:33) 


“We don’t know the time, or the day, that this will happen, so before that does happen, can we get everything in order so your family isn’t going through a treasure hunt.” –Libby Boatwright The Financially Mindful Podcast Ep. #3 (13:06)


“You have to ask that question, what happens if I’m not here? What would they look for?” –Libby Boatwright The Financially Mindful Podcast Ep. #3 (15:12)



“The uncertainty of life has made it very clear that we need to plan ahead.” –Libby Boatwright The Financially Mindful Podcast Ep. #3 (16:11)



“Once you get [your end of life plan] done, you can go on and live your life.” –Libby Boatwright The Financially Mindful Podcast Ep. #3 (22:48)



“You have to somehow prepare yourself for the sticker shock. And my feeling is the best thing you can do is think ahead of time, this is what I will tolerate, this is what I will not do. And if going cost me this much, is my life really worth putting my fam

38 min