The 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.

The End Game is a business podcast hosted by ClearEstate, with 21 episodes on record and a Required Pod Score of 80.

ClearEstate hosts The End Game, a business show with 21 episodes published.

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  The End Game

  The Augmented Advisor with Jason Pereira

  Sep 22, 20261h 7m

  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 family and legacy firmly in human hands. For more guidance, insight and resources on estate planning and administration, visit www.clearestate.com.

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  The End Game

  Capturing Your Legacy with Elena Iacono

  Sep 8, 202635 min

  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 wealth can strengthen advisor-client relationships, because what matters most is different for every family. For more guidance, insight and resources on estate planning and administration, visit www.clearestate.com.

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  The End Game

  The Advisor Relationship with Brent Allen

  Aug 25, 202655 min

  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 be a natural extension of financial advice, how advisors can help clients prepare for family meetings and why proper succession plans require coordination across multiple professionals. Overseeing a team of 3,300+ financial advisors across Canada, Brent also speaks to how new technologies are helping advisors prepare more thoroughly for meetings with clients, stress test scenarios and ultimately create better outcomes; responsible AI integration paired with expert judgment should tell clients not just what they want to hear but what they need to know. For more guidance, insight and resources on estate planning and administration, visit www.clearestate.com.

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  The End Game

  Traditions: Hindu Healing with Pt. Roopnauth Sharma

  Jul 21, 202657 minS0

  <p>End-of-life planning is about assets but can also include the rituals, customs and cultural expectations families hope will live on.</p> <p>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.</p> <p>The conversation also looks at how religious and cultural wishes can be reflected in an estate plan, and how families can make sure i...

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• 

  The End Game

  Traditions: Hindu Healing with Pt. Roopnauth Sharma

  Jul 21, 202657 min

  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 looks at how religious and cultural wishes can be reflected in an estate plan, and how families can make sure important traditions remain part of a loved one's legacy. For advisors and families, the lesson is clear: traditions that are assumed are often the ones most at risk of being forgotten. For more guidance, insight and resources on estate planning and administration, visit www.clearestate.com.

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