The Plan for Planning: Overcoming the Mental Roadblocks of Estate Planning

Welcome to season 3 of the Gentreo podcast where this week Jacob is joined by Sharon O'Connor, a developmental psychologist and management consultant.  Sharon has spent her career working with individuals and organizations to help them overcome challenges and become more productive.

Sharon and Jacob discuss the mental roadblocks that come with the difficult conversations surrounding estate planning.  Why do we feel the need to wait when there is something important to be done?  Why is it so hard to have conversations about death and mortality?  What are the tools and tactics we can use to overcome these issues?  Sharon helps us to really peel back the layers of our psyche and understand how we as humans can overcome roadblocks in our processes and get to where we need to be.