Plan for This Podcast – Full Episodes
By PFT Productions
Categories: Education
Plan for This Podcast – Full Episodes Welcome to the Plan for This Podcast playlist—the complete library of episodes dedicated to making estate planning, wil...
21 episodes indexed on PodSearch.
Recent episodes
- Estate Planning Before a Crisis: Who Will Make Decisions for You?
Who would make your medical decisions and manage your finances if you couldn’t? Plan for This is hosted by Ronald “Ron” Greenwald and Marguerite Lorenz, a professional trustee and author. Marguerite is not joining this episode; Ron sits down with attorney Kimberly McGhee to discuss why planning…
- Can Your Kids Ignore Your Medical Directive? Plan for This Podcast
What happens when a written “Do Not Intubate” order meets a hospital hallway filled with emotion? In this episode of Plan for This, Marguerite and Ron analyze a powerful scene from The Pitt to explore one of the most difficult end-of-life decisions families face: whether to honor a parent’s…
- Why a 100-Year-Old’s Story is the Ultimate Warning for Your Retirement
Is your retirement fund ready for a $36,000 monthly bill? In this episode of Plan for This, Marguerite Lorenz welcomes "Bow Tie" Tom Summers, an independent insurance agent, to pull back the curtain on the staggering costs of aging in California. Using the real-world example of Tom’s 100-year-old…
- Your Will, Your Pet, Your Fortune – What’s Actually Possible? | Plan for This Podcast
Can you really leave your entire fortune to your dog? 🐶 In this episode of Plan for This, Marguerite Lorenz and Ron Greenwald dive into the infamous case of Leona Helmsley—the "Queen of Mean"—who famously bequeathed $12 million to her Maltese, Trouble, while disinheriting her own grandchildren…
- Dementia, Shame, and the Cost of Not Planning - The Gene Hackman story
What happens when caregiving, aging, and cognitive decline are handled in isolation instead of with a plan? In this episode of Plan for This, Marguerite and Ron examine a troubling real-world situation involving Gene Hackman and Betsy Arakawa, using it as a lens to discuss how shame, privacy, and…
- Facing Care Decisions? This Listener’s Dilemma Might Be Yours
Welcome to the *Plan for This Podcast*—your trusted source for estate planning, wills, trusts, caregiving, and financial preparedness. Hosted by Marguerite Lorenz and Ron Greenwald, we simplify complex topics into clear, actionable steps that help you protect what matters most. 📌 In this episode…
- Late-Life Planning and the Fear of Unknown Heirs | Plan for This Podcast Ep. 16
What happens when your past creates heirs you never planned for? In this episode of Plan for This, Marguerite and Ron unpack a complicated estate planning scenario involving anonymous sperm donation, hidden heirs, and the long-term consequences of silence in relationships. Using Brian’s story…
- Why “My Kids Will Handle It” Isn’t a Plan | Plan For This Podcast Ep. 14
Most families never clearly talk about care-giving until someone is already overwhelmed. In this episode of Plan for This, Marguerite and Ron open with a short comedic clip from Joe DeVito to highlight a serious truth: many parents assume their children will “just take care of things,” while adult…
- No Will, No Trust | The Zappos Founder’s Cautionary Tale | Plan for This Podcast 15
What happens when someone with immense wealth, influence, and creativity dies without a will or trust? In this episode of Plan for This, Marguerite and Ron unpack the estate planning fallout following the death of Tony Hsieh, founder of Zappos, and why his lack of formal planning led to years of…
- Is Your Estate Plan 25 Years Outdated? Plan for This Podcast Ep. 13
Your estate plan is not “set it and forget it,” and in this episode of Plan for This, Marguerite and Ron walk us through the case of Lila and Jerry, a couple whose trust and documents are more than 25 years old. What begins as a simple review quickly reveals risks: outdated language, missing…
- Go Wish Cards | A Simple Tool for Hard Conversations
Talking about end-of-life wishes is not morbid, it is compassionate. In this powerful episode of Plan for This, Marguerite and Ron walk through the Go Wish card deck, a tool designed to spark honest conversations about what matters most in a person’s final weeks. Each card represents a priority…
- Do Not Ignore Your Mortality | A Conversation with Greg Barnsdale
Facing mortality is difficult, however preparing for it brings clarity, comfort, and peace of mind. In this insightful episode of Plan for This, Marguerite welcomes author Greg Barnsdale, whose book Do Not Ignore Your Mortality challenges families to embrace honest conversations long before crisis…
- Reverse Mortgage Risks, Faith, and Protecting Aging Parents | Plan for This Podcast Ep. 12
When faith, family, and finances collide, elders can become vulnerable in ways they never expected. In this episode of Plan for This, Marguerite and Ron share the story of Dolores, a 78 year old widow whose increasing church gifts and pastor recommended reverse mortgage left her exposed when a…
- Debbie Reynolds & Carrie Fisher: Estate Planning Lessons from a Hollywood Family | Plan For This Ep 8
When Debbie Reynolds and her daughter Carrie Fisher passed away just one day apart, the world mourned their loss—but estate planners saw another story beneath the headlines. What happens when two generations pass in rapid succession? Who inherits first, and how does the law determine ownership…
- Why Choosing the Wrong Trustee Can Divide Families | Plan For This Podcast Ep. 7
What can we learn from Tom Hanks and Rita Wilson’s family story? In this episode of Plan for This, Marguerite and Ron dive into the unique estate planning challenges that blended families face—especially when fame, business, and legacy all overlap. Welcome to the *Plan for This Podcast*—your…
- Jay & Mavis Leno’s Conservatorship: Lessons for Every Family | Plan For This Ep 6
When comedy legend Jay Leno petitioned the court to become conservator for his wife Mavis, the headlines caught everyone’s attention. But behind the celebrity story lies a universal truth—conservatorship can happen to any family that doesn’t have a complete estate plan in place. In this episode of…
- Meredith’s Story: Aging, Caregiving & the Importance of Planning | Plan For This Ep 5
What happens when grief, aging, and fear of dependence collide? In this episode of Plan for This, Marguerite and Ron walk through the story of Meredith, a 73-year-old widow facing cognitive decline, lingering grief, and the difficult question of who will care for her as she grows older. With her…
- When There’s No Plan: Probate Battles in Blended Families | Plan For This Ep 4
Welcome to the *Plan for This Podcast*—your trusted source for estate planning, wills, trusts, caregiving, and financial preparedness. Hosted by Marguerite Lorenz and Ron Greenwald, we simplify complex topics into clear, actionable steps that help you protect what matters most. 📌 In this episode…
- Why Your Old Will Might Not Be Enough Anymore | Plan For This Ep 3
Welcome to the *Plan for This Podcast*—your trusted source for estate planning, wills, trusts, caregiving, and financial preparedness. Hosted by Marguerite Lorenz and Ron Greenwald, we simplify complex topics into clear, actionable steps that help you protect what matters most. 📌 In this episode…
- Estate Sale Secrets: What Fiduciaries & Families Need to Know | Plan for This Podcast Ep 2
Welcome to the *Plan for This Podcast*—your trusted source for estate planning, wills, trusts, caregiving, and financial preparedness. Hosted by Marguerite Lorenz and Ron Greenwald, we simplify complex topics into clear, actionable steps that help you protect what matters most. 📌 In this episode…
- Did You Plan for This? Facing Life’s Unknowns with Confidence | Plan for This Ep 1
Welcome to the *Plan for This Podcast*—your trusted source for estate planning, wills, trusts, caregiving, and financial preparedness. Hosted by Marguerite Lorenz and Ron Greenwald, we simplify complex topics into clear, actionable steps that help you protect what matters most. 📌 In this episode…
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