Why Smart People Still Don’t Have an Estate Plan
Sat Jan 31 2026
Most people know they should have an estate plan — yet millions never finish one. In this episode of The Retirement Nerds, I sit down with estate planning expert Jim Burch to break down the biggest hurdles that stop families from completing their estate plan — and how to overcome them.We talk through the most common barriers, including fear of cost, not knowing where to start, avoiding uncomfortable conversations, information overload, and the belief that you must immediately hire a lawyer. Jim explains why these concerns are so common and shares practical ways families can move forward with confidence.If you’ve been putting off your estate plan, this conversation will help you understand what’s actually holding you back — and how to finally get it done.How to Get A Hold of Jim:Website: EasyLegalPlanning.comEmail: Service@EasyLegalPlanning.comOTHER VIDEOS WITH JIM:https://youtu.be/nkFQmsdCW-Ihttps://youtu.be/jaKuNJsLSX4https://youtu.be/pr5sUzt5agwCheck out our resources at https://TheRetirementNerds.com/=============================Send me a message!Erik@TheRetirementNerds.com==========================================================Be Sure to Subscribe to our Channel!=============================YouTube: @theretirementnerds ============================================================Join our newsletter for monthly tips, book recommendations, and personal stories!https://theretirementnerds.com/newsletter/============================================================⏰ TIME CODES ⏰0:00 Intro1:00 Costs4:48 Where to Start9:38 Afraid to Have the Conversation13:30 Good and Bad Information19:13 I Don't Want to Hire an Attorney21:30 Where to Get Help=============================#estateplan #estateplanning #willvstrust #theretirementnerds #socialsecurity Disclaimer:This is not legal advice. Consult with an estate planning expert for your specific needs.
More
Most people know they should have an estate plan — yet millions never finish one. In this episode of The Retirement Nerds, I sit down with estate planning expert Jim Burch to break down the biggest hurdles that stop families from completing their estate plan — and how to overcome them.We talk through the most common barriers, including fear of cost, not knowing where to start, avoiding uncomfortable conversations, information overload, and the belief that you must immediately hire a lawyer. Jim explains why these concerns are so common and shares practical ways families can move forward with confidence.If you’ve been putting off your estate plan, this conversation will help you understand what’s actually holding you back — and how to finally get it done.How to Get A Hold of Jim:Website: EasyLegalPlanning.comEmail: Service@EasyLegalPlanning.comOTHER VIDEOS WITH JIM:https://youtu.be/nkFQmsdCW-Ihttps://youtu.be/jaKuNJsLSX4https://youtu.be/pr5sUzt5agwCheck out our resources at https://TheRetirementNerds.com/=============================Send me a message!Erik@TheRetirementNerds.com==========================================================Be Sure to Subscribe to our Channel!=============================YouTube: @theretirementnerds ============================================================Join our newsletter for monthly tips, book recommendations, and personal stories!https://theretirementnerds.com/newsletter/============================================================⏰ TIME CODES ⏰0:00 Intro1:00 Costs4:48 Where to Start9:38 Afraid to Have the Conversation13:30 Good and Bad Information19:13 I Don't Want to Hire an Attorney21:30 Where to Get Help=============================#estateplan #estateplanning #willvstrust #theretirementnerds #socialsecurity Disclaimer:This is not legal advice. Consult with an estate planning expert for your specific needs.