Not Your Average Financial Podcast™
Sep 18, 2026 · 30 min · 12 segments
In this episode, we ask: Who is in the silver tsunami? What do we do with the bills, accounts, passwords, life insurance policies, heirlooms, etc.? Who is Adam Zuckerman? What is Buried in Work? Have…
Mark WillisHost
And when someone in your family passes, or even when they're just getting older, the average family spends more than, get this, 500 hours trying to figure out what to do next.
That's right, bills, accounts, passwords, life insurance policies that are about to lapse, heirlooms and stopwatches and old grandpa's clock and everything that nobody seems to know where to find them.
And most of us wait until we're standing in a hospital room or a funeral home to try to sort it all out, and that's the worst possible time.
He's an attorney who also has an MBA who accidentally built one of the most useful end-of-life resource platforms in the country after his own father passed away.
What started as a detailed list for himself and for his mom turned into a free website with nearly 200 informational hubs and a best-selling book called No Loose Ends.
the physical clear kit that organizes everything your family will ever need, and now a brand new digital platform he calls Heirloom and Tell.
That's still in beta form, but it's already changing how people are starting to capture stories and belongings, family trees, and just critical documents as well.
So in our conversation today, we're gonna be walking through the full spectrum from the moment somebody starts thinking about a will all the way through estate administration.
We'll be talking about the woman who almost lost $403,000 in a payout because no one knew the policy was due.
And it was two days from it expiring until she found one of Adam's checklists and put it to work.
So we'll look at how the new version of the ClearKit that he's built is simpler and more focused.
And the digital family operating system that he's about to launch is really going to change everything for families wanting to connect on this side of the grave and even beyond.
And one skill, he's gonna talk about the one skill that matters more than any form, any checklist, any binder, how to actually start the conversation with the people you love before it's all too late.
So stick around, this one might just save your family hundreds of thousands of dollars, hundreds of hours, and certainly a whole lot of heartache.
And when someone in your family passes, or even when they're just getting older, the average family spends more than, get this, 500 hours trying to figure out what to do next.
That's right, bills, accounts, passwords, life insurance policies that are about to lapse, heirlooms and stopwatches and old grandpa's clock and everything that nobody seems to know where to find them.
And most of us wait until we're standing in a hospital room or a funeral home to try to sort it all out, and that's the worst possible time.
He's an attorney who also has an MBA who accidentally built one of the most useful end-of-life resource platforms in the country after his own father passed away.
What started as a detailed list for himself and for his mom turned into a free website with nearly 200 informational hubs and a best-selling book called No Loose Ends.
the physical clear kit that organizes everything your family will ever need, and now a brand new digital platform he calls Heirloom and Tell.
That's still in beta form, but it's already changing how people are starting to capture stories and belongings, family trees, and just critical documents as well.
So in our conversation today, we're gonna be walking through the full spectrum from the moment somebody starts thinking about a will all the way through estate administration.
We'll be talking about the woman who almost lost $403,000 in a payout because no one knew the policy was due.
And it was two days from it expiring until she found one of Adam's checklists and put it to work.
So we'll look at how the new version of the ClearKit that he's built is simpler and more focused.
And the digital family operating system that he's about to launch is really going to change everything for families wanting to connect on this side of the grave and even beyond.
And one skill, he's gonna talk about the one skill that matters more than any form, any checklist, any binder, how to actually start the conversation with the people you love before it's all too late.
So stick around, this one might just save your family hundreds of thousands of dollars, hundreds of hours, and certainly a whole lot of heartache.
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