Tag: Lifestyle Transition

From Denial to Deliberate: Planning for Life’s Final Moments with Pat Miles Zimmerman (Ep. 42)

From Denial to Deliberate: Planning for Life’s Final Moments with Pat Miles Zimmerman (Ep. 42)

We like to plan for education, weddings, raising children, and even retirement. But no one likes to plan for (or even talk about) the end of life.

It’s overwhelming…but also immensely important!

Join host Robert Curtiss and returning guest Pat Miles Zimmerman, author of “Before All Is Said and Done: Practical Advice on Living and Dying Well,” as they highlight the numerous challenges that follow the unexpected death of a loved one and help you plan for them — so you don’t have to learn them the hard way.

Rob and Pat explore:

  • The need to overcome denial of death and plan ahead, irrespective of age
  • Personal stories and advice from Pat’s book
  • The importance of attending to the details (e.g., managing passwords and subscriptions)
  • How an intention letter can avoid major family conflicts down the road
  • How to NOT leave behind a “trail of tears” for your loved ones after you’re gone
  • And much more!

Resources:

Connect with Robert Curtiss:

About Our Guest:

Pat Miles Zimmerman, esteemed for her professionalism by viewers, listeners, and colleagues, became one of the Minneapolis region’s premier television news anchors and radio talk hosts.

After earning her master’s degree in journalism at the University of Missouri, Pat worked in both radio and television news in Colorado before joining WCCO TV in 1978 as a reporter and weekend anchor. Her intelligent reporting and authoritative delivery soon brought her to the anchor desk of WCCO’s 5:00 PM and 10:00 PM newscasts.

She covered every major news event for WCCO TV but was most proud of A Time to Weep, her documentary on the famine in Africa. In 1990, she moved to KARE TV, where she anchored the 5:00 PM and 6:00 PM newscasts and developed A Pat Miles Special, using her writing and interviewing prowess to tell the stories of notable Minnesotans. 

When she left TV news in 2001, she fulfilled a lifelong dream by becoming the host of The Pat Miles Show on weekday mornings on WCCO Radio.

A role model for women in the industry, Pat has received numerous honors for her work in broadcasting and the community, including the National Television Academy’s Silver Circle Award. She is also in the Minnesota Broadcasting Hall of Fame.

How To Save Your Way To Freedom with Tyson Ray (Ep. 41)

How To Save Your Way To Freedom with Tyson Ray (Ep. 41)

Wealth isn’t about just numbers…

Would you agree?

Join host Robert Curtiss and special guest Tyson Ray, CFP®, CExP®, and CIMA® from FORM Wealth Advisors in this eye-opening episode of The Millionaire Next Door!

Together, they unravel the lesser-known aspects of wealth management while talking about their approach to guiding individuals toward a life of choice and comfort beyond the balance sheet.

Rob and Tyson explore:

  • Changing the meaning of financial success to match wealth with personal goals and dreams
  • Moving from careful saving to spending with confidence
  • The value of client-advisor communication when planning for a strong financial future
  • The role of financial advisors when helping their clients create meaningful legacies and increasing the happiness that comes from their wealth
  • Key lessons from Tyson’s book “The Total Relationship” 
  • And much more!

Resources:

Connect with Tyson Ray:

Connect with Robert Curtiss:

About  Our Guest:

FORM Wealth Advisors | CEO, Founding Partner, Senior Wealth Advisor

Over the past 25+ years, Tyson Ray has sought to expand his knowledge and expertise through Yale School of Management, Investment Management Theory & Practice, CIMA Certification Registration Education Program, including obtaining the Certified Investment Management Analyst® (CIMA®) Certification and through the College for Financial Planning for the CFP® Certification, including obtaining CERTIFIED FINANCIAL PLANNER Certification. Tyson received his Certification in Business Exit Planning to better help entrepreneurs and business owners make the transition of selling their life’s work.

Tyson has been named a 2018-2023 Forbes Best-in-State Wealth Advisor**, 2021-2023 Barron’s Top 1200*, and a 2005-2023 Chairman’s Council Advisor***. He is also a member of the Financial Planning Association of Wisconsin. He has been recognized for his many philanthropic endeavors in the community, including the Invest in Others Global Community Impact Award and REP. Magazine’s Advisor with a Heart Award for Sustainable Charity for his ongoing work with Ray’s non-profit, Children’s World Impact.

Securities through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors Inc.  FORM Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James and its advisors do not provide tax advice. Form Wealth Advisors is located at 431 Geneva National Ave S, Lake Geneva, WI, 53147 and you can reach the office at 262-686-3005.

Tyson Ray was named to the 2018, 2019, 2020, 2021, 2022, and 2023 edition of the Forbes Best-In-State Wealth Advisors. Barron’s Top 1,200 Financial Advisors 2023, is based on the period from 09/30/2021 – 09/30/2022 and was released on 03/15/2023. 5,630 nominations were received and 1,200 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://www.raymondjames.com/awarddisclosures/#2023-barrons-top-1200.

Tyson Ray was named to the 2018, 2019, 2020, 2021, 2022, and 2023 edition of the Forbes Best-In-State Wealth Advisors. 2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3KsXbF7. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.

Tyson Ray was named as a Chairman’s Council Advisor, 2005-2023. Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.