HeyJaredThe End Game
ClearEstate's podcast brings together estate experts to discuss the challenges and solutions in estate planning and settlement. Learn how to protect your family, navigate probate efficiently, and ensure your legacy is handled with care.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 22, 2026
- Audience
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- Earliest in this view
- Jul 7, 2026
Latest episodes
The Augmented Advisor with Jason Pereira (opens the original)
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As AI takes on more of the administrative work behind financial advice, what becomes most valuable about the advisor? Financial planner and Fintech Impact podcaster Jason Pereira, also a partner at Toronto's Woodgate Financial, joins Sara to discuss the rise of the AI-augmented advisor, why technology is a tool rather than a strategy, and where human judgment and relationships remain essential. They also explore how better technology can support estate planning, while leaving the complexities of
Capturing Your Legacy with Elena Iacono (opens the original)
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Assets and liabilities may form part of a legacy but they are rarely the whole story. Sara Hillier is joined by Elena Iacono, founder of LegacyNex, to discuss what Elena describes as human inheritance: the stories, values, judgment and life lessons that traditional estate documents were never designed to preserve. Elena explains how she turns guided conversations into published books that families can cherish for generations. The conversation also looks at how documenting the meaning behind weal
The Advisor Relationship with Brent Allen (opens the original)
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When a relationship with a wealth advisor is working, over time, the impact can extend far beyond one portfolio or generation. If optimized, these professional relationships can "change your family tree". Brent Allen, a veteran wealth manager, head of sales at IG Wealth and member of ClearEstate's board of directors, joins Davide for a straightforward discussion on the modern advisor relationship across the full arc of a family's financial life. They explore why end-of-life conversations should
Traditions: Hindu Healing with Pt. Roopnauth Sharma (opens the original)
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End-of-life planning is about assets but can also include the rituals, customs and cultural expectations families hope will live on. Sara Hillier is joined by Pandit Roopnauth Sharma, founder and spiritual leader of Mississauga's Ram Mandir and president of the Hindu Federation of Canada, for a conversation breaking down Hindu end-of-life traditions. They discuss death, reincarnation, karma, cremation, prayer, mourning periods and the role of the mandir as a source of care. The conversation also
Philanthropy and Enoughness with Claire Trottier (opens the original)
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At a certain level of wealth, legacy planning becomes a question of enoughness: what a family wants, what it needs and what it can share. Philanthropist, investor and activist Claire Trottier joins Davide to discuss her personal reconciling of intergenerational wealth, social responsibility and family legacy. Drawing on her work with Patriotic Millionaires Canada, the Trottier Family Foundation and various forms of impact investing, Claire explains why giving is not only about charity but about
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