In this episode, we are joined by Kim Berwald, owner of Celebrating Personal Treasures. Founded 22 years ago, she has a passion for helping others tell their life stories. Watch the full episode to learn about the process of collecting photos & creating tribute videos for loved ones.

Often, children or grandchildren request interviews with parents or grandparents to capture stories for future generations. Whether it’s written down in a simple notebook, an audio message, or a video, these stories will be cherished by so many!

Learn more about:

• QR Code Tombstone Stories

• Life Story Writing

• Life Celebration Videos

• And more!

To learn more about working with Kim and her team, visit www.CelebratingPersonalTreasures.com.

Legacy Planning is about more than the money. “When people talk about what they want to pass on to the next generation, generally they are referring to money—but they often have a lot more in mind. They want to pass on the story of their life. They want to leave behind their wisdom to those who will follow. Along with the money, they want to leave a message. They are thinking in terms of their values, not just their valuables.”

• From chapter 10 of our book, Simplify Your Retirement

To request a copy of our book, Simplify Your Retirement, visit www.wisewealth.com/book.

If you have any questions about Legacy Planning, feel free to reach out to our team.

www.wisewealth.com/contact-us