Estate Planning Awareness
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 24 October 2025
⏱️ 8 minutes
🧾️ Download transcript
Summary
To recognize National Estate Planning Awareness Week, here's a snippet from our recent webinar with Juliet Kalib and Rick Kahler. Juliet is a trusts and estates attorney and Rick is a fee-only financial planner as well as a financial therapist. If you want to see the full hour, you can sign up here.
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Transcript
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| 0:00.0 | Welcome to the Jill on Money Show. It's Friday, October 24th. Hey, did you realize that it is |
| 0:10.5 | National Estate Planning Awareness Week? I bet you didn't. I know these things. It's always nice to |
| 0:16.4 | have some sort of awareness week where I am allowed to talk ad nauseum about one of my favorite topics. |
| 0:22.9 | I know you think it's weird, but it is true. I love talking about estate planning because it's |
| 0:27.7 | just one of those areas that once you do it, it's so much easier to update it. It's also nice to |
| 0:33.0 | know that you've gotten one of those big pieces of your financial foundation taken care of. And I think |
| 0:39.1 | there's no better way for me to celebrate Estate Planning Awareness Week than to give you a little |
| 0:45.3 | bit of the interview that we conducted in our most recent webinar. It was with Juliet Caleb, |
| 0:52.4 | who is an estate planning attorney in New York, and Rick |
| 0:55.3 | Kaler, a fee-only financial advisor, as well as a financial therapist. How about that for a dual |
| 1:02.8 | degree? He's based in South Dakota. And they joined us for this webinar, which was so helpful. And this |
| 1:09.7 | topic, maybe more than all others, really does show |
| 1:13.1 | that so much of our financial world is influenced by our emotions. And that's one of the big |
| 1:20.0 | hurdles that prevents us from getting our estate planning done. So here is a snippet of the |
| 1:25.2 | webinar that we conducted with Julia Caleb and Rick Kaler. |
| 1:28.5 | And remember if you'd like to see the entire webinar, all you need to do is be a member of Jill on Money Live, $45 for the next 12 months, access to the quarterly live webinars. |
| 1:39.0 | Our next one is going to be year-end financial planning and tax planning. |
| 1:42.4 | But you also get the back catalog like this |
| 1:44.5 | interview and all the others that we've done. There's bonus audio and video content. Again, |
| 1:49.0 | 45 bucks for the next 12 months, Jill on Money Live. Okay, here is the interview with Julia, Caleb, |
| 1:55.2 | and Rick Kaler. Rick, what do you do if you have a couple that or even an individual who's resistant to this |
| 2:03.0 | process? |
... |
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