TheLiveBigWay® Digest: A Lasting Legacy
What Is… A Legacy?
We are deeply saddened by the passing of television icon, Alex Trebek. With his quick wit and unwavering dedication to the game, Alex Trebek was more than just a show host. He was a teacher, a jokester, and a curator of tradition for millions of families – he will be missed. In honor of Trebek’s legacy, we share an interactive, money edition Jeopardy! board with the game show’s top clues on investing topics since 1983. Check it out!
“It’s Planting Seeds in a Garden You Never Get to See”
As we reflect on the passing of Alex Trebek and the other icons, family, and friends that we’ve lost this year, we are reminded of the importance of legacy and estate planning. In this vein, we share three pieces that help us dig deeper into these uncomfortable topics.
- The Transfer of Trillions: A brief overview of our approach to estate planning
- Before I Die… A life changing experiment that inspires clarity and gratitude
- Defining True Wealth: A Money Quotient® worksheet that helps to unveil what’s most important to you
If you chose to spend time with any of these items, we’d love to hear your reflections so we can ensure that your financial plan most accurately represents your goals and values. And by the way, if you catch the musical reference sewn between these two pieces, let us know.
It is with great pride that we share that Cole DeLucas has passed the CFP® Exam! With this accomplishment, Cole is well on his way to satisfying the CFP Board’s “Four Es” to become a CFP professional. Read on to hear from Cole about what it means to him to have completed this step in his certification journey, and how he’ll spend his new free time living big.
Eat Big – What’s Your Favorite Holiday Recipe?
One of our unofficial core values at Yeske Buie is to Eat Big! Enhancing relationships is at the heart of what we do, and we find that sharing a meal with someone is a meaningful way to connect. In the spirit of Eat Big, we are cooking up a virtual recipe book with the Yeske Buie community’s favorite recipes. If you have a recipe you’d like to share, please send it to us with a little note about why it’s meaningful to you (optional). Stay tuned for the final collection!
‘Tis the Season to Jingle and Mingle
We invite you to join us for a virtual holiday party to connect and celebrate the season with other like-minded individuals. The event will be hosted on Thursday, December 3 from 3 – 5pm PT | 6 – 8pm ET via Zoom and will include connection with the Yeske Buie team, fun and interactive small group discussions and activities, and a complimentary drink kit from Cocktail Courier (it is a party, after all!). Visit our event page to RSVP today!