Off The Clock
An estate planning podcast by Procino-Wells & Woodland, LLC.
Podcasting since 2020 • 51 episodes
Off The Clock
Latest Episodes
Repatriation with Andrew Parsell of Parsell Funeral Homes and Crematorium
Repatriation isn't a process we'd considered before we attended a presentation made by a Parsell Funeral Homes team member. As it relates to funeral planning, the process of repatriation requires an expert, and Andrew Parsell was kind enough to...
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Season 6
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Episode 61
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16:10
The Importance of Insurance with Jeanine O'Donnell
Jeanine O'Donnell, Agency Owner of the Lewes, DE State Farm, brings years of experience to our listeners about the importance of insurance. Jeanine defines estate liquidity, dispels several myths, and was a good sport through a fun but unexpect...
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Season 6
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Episode 60
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18:12
SECURE 2.0 Act with Jeff Montgomery
Jeff Montgomery is the Founder and President of Montgomery Financial, a fully independent Registered Investment Advisory firm. We value Jeff's attention to detail and thorough approach to planning, including his knowledge and interpretation of ...
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Season 6
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Episode 59
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35:10
A Team Centered Story with Mindi Cooper
Team Centered. It's one of our four firm pillars and Mindi Cooper, Estate Planning Coordinator, is our "guest" today to share her journey with the firm. She and our Firm Manager, Sherri Holder, shed a little more light on Mindi's personality - ...
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Season 6
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Episode 58
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27:40
Charitable Giving and Your Estate Plan
A lot of our clients express an interest in using their estate plan to fulfill their charitable giving wishes, but they aren't always confident in their knowledge of the options. Mike DiPaolo, Vice President with the Delaware Community Foundati...
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Season 6
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Episode 57
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26:38