#007 – Balancing Estate and Financial Planning: Insights with Jay Burke

In this episode of “Where There’s a Will, There’s a Way” podcast, host Stefan from Coulter Legal is joined by Jay Burke from Burke Britton Financial Partners. They delve into Jay’s background, both personal and professional, as a father of five and a director at Burke Britton Financial Partners. The discussion focuses on the intersection of estate planning and financial planning, emphasising the importance of relationships and problem-solving in these fields. Jay shares insights about the dynamic nature of financial planning, the challenges of adapting to technological and legislative changes, and the significance of client-centric approaches. The conversation also covers how financial planners and lawyers can collaborate effectively for the benefit of their clients, especially in estate planning. Jay’s take on the necessity of action and personal responsibility in financial and estate planning rounds off the episode.