Podcast: Wealth Beyond Work Podcast

Retirement coach Joe Casey joins host Zach Morris to explore what truly drives fulfillment after leaving full-time work. Drawing on decades of executive coaching and gerontology research, Joe outlines the four core pillars—health, relationships, lifelong learning, and fun—that shape a meaningful next chapter. He shares common mistakes, insights from his coaching practice, and why experimentation is essential before and after retirement. Joe also discusses phased retirement, identity shifts, and how to design a purpose-driven “portfolio life.” A concise, practical conversation for anyone preparing for their next stage.

Get in touch with Joe: https://www.retirementwisdom.com/

Email: joec@retirementwisdom.com

Download your Guide: “Retirement By Design” : https://www.wealthbeyondwork.com/retirement

Learn how to work with Paces Ferry Wealth Advisors: https://info.pacesferrywealth.com/learn-about-us/

In this episode, Zach Morris sits down with Leslie Pine, CEO of The Philanthropic Initiative (TPI), to explore what strategic philanthropy looks like in practice. Leslie shares insights from TPI’s work helping donors and foundations align values, purpose, and impact across generations. They discuss the organization’s founding by Peter Karoff, the evolution of modern philanthropy, and why intentional strategy matters more than ever in driving meaningful change. This conversation offers a clear, thoughtful look at how philanthropic leaders can move from good intentions to lasting impact.

Contact The Philanthropic Initiative: https://tpi.org/

or download their book, A Generous Life here: https://tpi.org/resource/a-generous-life/

Work with Paces Ferry Wealth Advisors: https://bit.ly/4qipSqf

Download “Retirement by Design”: http://wealthbeyondwork.com/retirement

High-net-worth families are facing a new generation of targeted cyber threats—and traditional antivirus tools aren’t enough. In this episode, Zach Morris sits down with Kerry Terry and Sarah Rosen of BlackCloak to break down how sophisticated attackers identify and exploit executives, spouses, and even children. They explore the rise of “Ocean’s Eleven”-style hackers, the growing role of AI in impersonation scams, and the risks hidden in everyday behaviors like social media sharing and QR codes. Kerry and Sarah also outline practical steps families can take today to reduce exposure and strengthen digital protection across the entire household.

Get in touch with BlackCloak by emailing info@blackcloak.io or find more information at https://blackcloak.io/

Down your copy of “Retirement By Design”: https://bit.ly/3McLXYV

Learn more about how to work with Paces Ferry Wealth Advisors: https://bit.ly/4rK3doE

In this YouTube crossover episode, host Zach Morris of Paces Ferry Wealth Advisors breaks down how donor-advised funds work and why they have become a leading tool for efficient charitable giving. He explores how DAFs compare with private family foundations, the tax advantages of using appreciated securities, and how front-loading donations can elevate long-term planning. Zach also highlights how donor-advised funds streamline recordkeeping, support legacy-focused giving, and create flexibility as financial needs evolve. Whether you’re aiming to enhance tax efficiency or make a lasting philanthropic impact, this episode offers a clear, practical framework for using DAFs effectively.

Download your copy of “Retirement By Design”: https://bit.ly/48U2Hg7

Learn how to work with Paces Ferry Wealth Advisors: https://bit.ly/4rFW9Jy

Estate attorney Ritesh Patel of Cohen Pollock Merlin & Turner joins host Zach Morris to clarify when a trust truly makes sense—and when it doesn’t. We cover revocable living trusts for probate avoidance and privacy, how trustees differ from executors, and why beneficiary designations (POD/TOD) should match your plan. Ritesh explains step-up in basis, risks of retitling retirement accounts, using sub-trusts for heirs, and strategies for high-net-worth families, creditor concerns, and incapacity planning. If you’ve wondered “Do I need a trust?” this episode turns buzzwords into practical next steps.

Connect With Ritesh

Email /// Website

Phone: 770-857-4812

Download “Retirement By Design”: https://bit.ly/RBDTrustswTesh

Learn About Paces Ferry Wealth Advisors: https://bit.ly/TrustTeshLAU

The Secure Act ended the “Stretch IRA” for most heirs, but a Charitable Remainder Trust can provide a powerful alternative. In this episode, Zach Morris and estate attorney Ritesh Patel explore how CRTs work, their tax benefits, and how they can extend IRA payouts for beneficiaries while supporting charitable causes.

Connect With Ritesh

Email /// Website

Phone: 770-857-4812

Download “Retirement By Design”: https://bit.ly/RetirmentByDesignCRT

Learn About Paces Ferry Wealth Advisors: https://bit.ly/AboutUsct

In this episode of Wealth Beyond Work, host Zach Morris speaks with Shelly Donaldson of Cumberland Trust to unpack one of the most misunderstood areas of estate planning: the critical roles of trustees and executors. They discuss how to choose the right person or institution for these roles, avoid common family conflicts, and create guidance that preserves your legacy and supports future generations. From fiduciary responsibilities and incapacity planning to special needs trusts and family letters of intent, this conversation is packed with practical insights for anyone crafting or updating their estate plan.

Connect With Shelly

Website /// Email

Phone: 678-795-2249

Download “Retirement By Design”: https://bit.ly/RetirementByDesignCT

Learn About Paces Ferry Wealth Advisors: https://bit.ly/AboutUsct

In this episode of Wealth Beyond Work, host Zach Morris speaks with Tara Schramm of Assisted Living Locators about one of the most challenging decisions families face — when and how to transition a loved one into senior living. Tara shares how to know when it’s time to start the conversation, the differences between independent living, assisted living, memory care, and skilled nursing, and the financial considerations families should plan for. You’ll also learn about resources like respite care, long-term care insurance, and veterans’ benefits that can make the process easier. Whether you’re planning ahead or facing a crisis, this episode provides practical guidance to help you make confident, compassionate decisions.

Connect With Tara

Website /// Email

Phone: 678-643-6911

Download “Retirement By Design”: https://bit.ly/RetirementByDesignts

Learn More about Paces Ferry Wealth Advisors: https://bit.ly/AboutPFWsl