Episode #15

Thought Leader: Darwin Huartson on Navigating Grief and Bereavement

12.17.2024

Today is a change of pace for our episodes were addressing an incredibly important topic but difficult topic – dealing with grief and loss of a loved one. This is a different episode than normal. I aim to be a resource for people as they deal with life and part of that, as we know, is dealing with loss. I think we all agree this is an important topic and one that we, or our loved ones, can struggle with. As you listen to this think of someone who could benefit from listening to this episode and please consider sharing it with them.

I'm honored to have Darwin Huartson as out guest today. Darwin is a board-certified chaplain and over the past 40 years, his pastoral ministry has included roles as a hospital and hospice chaplain, bereavement manager, and parish pastor. Recently retired from his position as a community chaplain at Porter Loring, Darwin has dedicated his career to offering emotional and spiritual support to those who have lost loved ones. As a member of the Association of Death Education and Counseling, he has provided training and presentations on spirituality, caregiving, and bereavement both locally and nationally.

Here are some additional resources and book Darwin shared:

  1. Comfort for the Grieving Spouse's Heart - Gary Roe
  2. Welcome to the Grief Club - Janine Kwoh
  3. The Myth of Closure: Ambiguous Loss in a Time of Pandemic and Change - Pauline Boss
  4. Transcending Loss: Understanding the Lifelong Impact of Grief and How to Make it Meaningful - Ashley Davis Bush
  5. When Your Soulmate Dies - Alan D. Wolfelt
  6. Winter of the Heart: Finding Your Way Through the Mystery of Grief - Phyllis Clark Nichols
  7. It's OK That You are Not OK - Megan Devine
  8. Breath for the Soul—Self Care Steps to Wellness - Paula D’Arcy
  9. Grief is a Journey: Finding Your Path Through Loss - Jan Peterson
  10. Disenfranchised Grief: Recognizing Hidden Sorrow - Ken Doka
  11. A Grace Disguised - Jerry Sittser

Any opinions are those of Financial Advisor, Tim Montfort, and not necessarily those of Raymond James. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making a decision, and it does not constitute a recommendation. All opinions are as of this date and are subject to change without notice.

Raymond James is not affiliated with and does not endorse the opinions or services of Darwin Huartson and Porter Loring.

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Episode #14

Thought Leader: Ben Wilson on Rural & Agriculture Land Purchasing & Financing

11.29.2024

In this episode, we cover rural and agricultural lending with our special guest, Ben Wilson, Senior Vice President of Relationship Management at Capital Farm Credit. Whether you're considering purchasing land for recreational use or agricultural purposes, this episode is packed with valuable insights.

Ben shares his extensive knowledge on the considerations when buying rural properties, including financing options and the benefits of working with a specialized lender like Capital Farm Credit. With over 100 years of experience, Capital Farm Credit has been a steadfast supporter of rural communities and agriculture, providing reliable and consistent credit and financial services. As a proud member of the Farm Credit system, they serve more than 21,500 members across 192 of Texas' 254 counties, with loans outstanding totaling more than $8 billion.

Any opinions are those of Tim Montfort and Ben Wilson and not necessarily those of Raymond James. The information contained in this podcast does not purport to be a complete description of the securities, markets, or developments referred to in this material, is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Investments mentioned may not be suitable for all investors. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Raymond James is not affiliated with nor endorses the opinions or services of Ben Wilson or Capital Farm Credit.

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Episode #13

Thought Leader: Jonathan Goldhill on Navigating Multigenerational Family Businesses

10.14.2024

In this episode, we feature Jonathan Goldhill, a renowned family business coach and thought leader. Jonathan wears many hats in his service to clients, acting as an advisor, consultant, trainer, facilitator, and business therapist. He provides strategic thinking, execution planning, and accountability coaching to businesses. Since 1987, The Goldhill Group has been dedicated to supporting closely-held and family business clients in the lower-middle market nationwide.

To learn more about The Goldhill Group, visit www.thegoldhillgroup.com and follow their social media pages. Additionally, check out Jonathan’s podcast, The Disruptive Successor Show.

For more resources on this topic, we encourage you to contact us through our website at capitaledgewealth.com. We would be happy to discuss this in greater detail.

Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Tim Montfort and Jonathan Goldhill are not necessarily those of Raymond James. Raymond James is not affiliated with and does not endorse the opinions or services of Jonathan Goldhill or The Goldhill Group.

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