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Digital Planning Podcast

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Digital Planning Podcast

Jennifer Zegel, Ross Bruch, and Justin Brown

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Listen to our digital planning podcast and learn about all things digital as to estate planning, business planning, and estate administration. Your hosts, attorneys Jennifer Zegel, Ross Bruch, and Justin Brown — will guide you through the digital world with the intent to keep you informed of developments and updates in this ever-changing space. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.
 
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show series
 
Accessing and transferring data and personal information in a deceased user’s online account can raise a number of legal and practical issues for family members. Google has emerged as a leader in the utilization of its Inactive Account Manager online tool to help mitigate these issues in advance. In this episode, Jen, Ross, and Justin talk to Googl…
 
This episode is the final installment of "Q&A with Lisa Gray" and Lisa ends the podcast where it began: Talking with bow-tied vaccine researcher Peter Hotez. Hotez co-directs the Texas Children’s Hospital Center for Vaccine Development and is dean of the National School of Tropical Medicine at Baylor College of Medicine. He’s also known for fightin…
 
According to epidemiologist Catherine Troisi, "It depends on what you mean by “end.” Is the virus going to disappear? Probably not." Lisa and Catherine spoke Wednesday afternoon. Troisi is with the University of Texas School of Public Health. Connect with Lisa on Facebook or Twitter. See omnystudio.com/listener for privacy information.…
 
Ben Neuman was one of the world’s top experts on coronaviruses long before most of us had ever heard of them. He’s now chief virologist at Texas A&M’s Global Health Research Complex, and regularly updates us on coronavirus science. Connect with Lisa on Facebook or Twitter. See omnystudio.com/listener for privacy information.…
 
"With nearly 20 percent of new cases being children, now we're going to huddle them together in schools?" says Bill McKeon. "Some may have masks. Some may not. It's a recipe for disaster." In Texas, the delta-fueled surge has already surpassed all previous COVID peaks and is still growing fast. What does that mean for Houston? For our hospitals and…
 
On today’s episode, I have Lisa Bodell Lisa is a globally recognized innovation leader and the CEO of FutureThink – which works with companies like Google, AIRBNB, AT&T and many others to help kill complexity, create space for innovation, and get to the work that matters Her and I discuss time management hacks, the future of work, being a female st…
 
The delta variant is running loose and wreaking havoc. Houston-area ERs and ICUs are full, and hospitals are erecting tents in their parking lots. And all of that is before the Texas school year begins, with unvaccinated children attending in-person classes where masks may not be required. Today, Lisa talks with frequent guest Peter Hotez about the…
 
On today’s episode, I have John Rossman John was an executive at Amazon.com where he played a key role in launching the Marketplace business and third-party selling platform and led the enterprise service business. John also just re-released a new edition of his book, The Amazon Way Amazon’s 14 Leadership Principles - which we talk a good bit about…
 
Lisa talks with Houston pediatrician Christina Propst about the recent resurgence of COVID in children, plus a worrisome summertime spike in a sometimes serious respiratory virus called R.S.V. that is taking up precious hospital beds. Propst is a pediatrician at Bluefish Pediatrics in the Greater Heights, as well as a member of the American Associa…
 
With all the recent ransomware hacks (Colonial Pipeline, JBS the world's largest meat supplier, etc) I was intrigued when this opportunity to interview Mahmoud presented itself.. On today’s episode, I have Mahmoud Abdelkader, the CEO of Very Good Security, which is like a credit card network for exchanging data Mahmoud co-founded and served as the …
 
In the past month, with the delta variant loose and only half of eligible Texans fully vaccinated, COVID hospitalizations in Texas have more than doubled. Texas Medical Center CEO Bill McKeon says that our area’s COVID “fourth wave is beginning in force.”What does all that mean? To explain, we turn to one of my favorite regular guests: vaccine rese…
 
In this episode, Jen, Ross, and Justin interview Trust & Will Founder/CEO Cody Barbo on Trust & Will’s solution to estate planning, along with the future of electronic wills.For comments, questions, or suggestions, email us at digitalplanningpodcast@gmail.com.
 
Why do viruses have seasons? And why do we care whether fish get coronaviruses? Dr. Ben Neuman, head of Texas A&M's Global Health Research Complex, returns to answer more of our COVID questions. Connect with Lisa on Facebook or Twitter. See omnystudio.com/listener for privacy information.โดย Houston Chronicle
 
On today’s episode, I have Greg Connolly, CEO of Trifecta Trifecta is the nation’s largest organic meal delivery service with over $100M in annual revenue and a dead-simple mission, “to get America back into shape.” With Greg’s leadership, Trifecta Is one of the fastest-growing U.S. startups, he’s established partnerships with premier global sports…
 
Given the vaccines and variants, how different will school be this year? What should parents keep in mind -- both this summer and in the fall? To find out, I’m talking today with nurse-practitioner Jessica Ginn, one of the interim senior directors for school-based health pediatrics at Legacy Community Health. Connect with Lisa on Facebook or Twitte…
 
On today’s episode, I have Travis Chambers Travis is a fellow Forbes 30 Under 30 recipient and the founder of ChamberMedia, a growth and video agency. Travis led distribution and content strategy for "YouTube's #1 Ad of the Decade," Kobe vs. Messi with over 140 million views and worked with brands like Kraft, VitaminWater, Amazon and others. Travis…
 
The epidemiologist who went viral Dr. Katelyn Jetelina, an epidemiology researcher and professor at UT Health School of Public Health in Dallas writes "Your Local Epidemiologist," a newsletter and Facebook blog that since March 2020, has amassed a quarter million followers and subscribers. Today from her office in Dallas, she talks with Lisa about …
 
For more than 40 years, in what’s now known as the Kinder Houston Area Survey, Rice professor Steven Klineberg has been asking Houstonians about their city. Lisa talks with her former professor about what he found in this year’s survey. How did the pandemic change Houston? And as the city emerges into its post-pandemic future, what is on people’s m…
 
Houston Chronicle Health Care Reporter Gwendolyn Wu fills in for the vacationing Lisa Gray this week. She talks with podcast regular Dr. Peter Hotez, a professor and dean of the National School of Tropical Medicine at Baylor College of Medicine, and co-director of the Texas Children’s Hospital Center for Vaccine Development. As temperatures rise ac…
 
Harvard history professor Annette Gordon-Reed's latest book, “On Juneteenth” mixes a recounting of the role that slavery plays in Texas history with Gordon-Reed’s own remembrances -- of her East Texas family, and of growing up in Conroe, a town that had a particularly bad reputation for its treatment of Blacks. In mid-’60s, as a first grader, Gordo…
 
On today’s episode, I have Dr. Daniel Hochman Dr. Hochman is a psychiatrist who has a general practice based out of Austin, TX where he sees all kinds of cases, but he has a special interest in treating addiction in high performers. As a leader in the addiction field, he has been invited to train and speak for a range of organizations, including Wh…
 
The pandemic has changed life in so many ways, including forever changing the probate process. In this episode, Jen, Ross, and Justin welcome Register of Wills of Cumberland County, Pennsylvania Lisa Grayson to discuss probate during and after COVID-19 and how the pandemic has accelerated the discussion on electronic wills.…
 
On today’s episode, I have Colin Hunter Colin is the CEO of Potential Squared (PI2), an international firm that specializes in creating "playgrounds" to disrupt the way people are led Colin is also set to release his first book, "Be More Wrong: How Failure Makes You An Outstanding Leader" which uncovers the systems, habits, and practices you need t…
 
With kids under 12 not yet eligible to be vaccinated, what are parents supposed to do this summer? How safe is it to take a family vacation? Given that the state of Texas bars summer camps and classes from requiring masks, how safe are those for unvaccinated kids? To answer those questions and more, Lisa reached out to Dr. Jim Versalovic, Interim P…
 
Long-time Lisa Gray listeners might remember a July 2020 Coronavirus Chronicle interview with Katie Haynes -- one of the United States’ first COVID long-haulers. In February 2020, she was 28 years old and training to run a 5K. In early March she was hospitalized with COVID and a blood clot in her lung. When Lisa talked with her in July, just standi…
 
Dr. Ben Neuman is one of the world’s top coronavirus experts -- he’s researched them since 1996 -- and is now chief virologist at Texas A&M’s Global Health Research Complex. He’s also great at explaining cutting-edge science to regular human beings. Today he brings us up to speed on new research, including an explanation of one of COVID’s most myst…
 
On today’s episode, I have Bryan Adams. Bryan is the CEO and founder of wildly popular Ph.Creative, which is a global employer brand & recruitment marketing agency specializing in talent acquisition and candidate experience. The company’s clients include Apple, American Airlines, Cisco, Microsoft, Virgin Media, and many others. Bryan is also an aut…
 
During the pandemic Harris County Judge Lina Hidalgo has been one of Texas’ most consistent voices of caution. Elected in 2018 at age 27, she’s basically the CEO of Texas’ largest county — one that, with a population around 4.8 million, is the size of an average American state. In June 2020, as infections were surging, Hidalgo announced that Harris…
 
After months of climbing steadily, the number of Texans immunized against COVID-19 has plateaued. Now that half of Texans 18 and over have received at least a first dose, the number of people newly vaccinated is increasing as slowly as it did during the agonizing February freeze and power outage. What's going on? We talk with Gwen Wu of the Houston…
 
In today's episode, I talk about the EXCITING world of healthcare and employee wellness with Rod Reasen Rod is the Co-Founder and CEO of Springbuk, a Health Intelligence platform with a vision to prevent disease with data. Prior to launching Springbuk, Rod founded and scaled a benefits and wellness consulting firm into one of the largest in the Mid…
 
Why exactly is the B.1.1.7 variant outcompeting the original virus that causes COVID-19? Why does this one seem to affect children far more often than the one we’re used to? And if a person is fully vaccinated, how much should we worry about B.1.1.7 and other variants? Today, Lisa talks with Ben Neuman, one of the world’s top experts on coronavirus…
 
In this episode, Jen, Ross, and Justin speak with Ed Zabar, founder and CEO of Verify-y, to discuss digital identity and his solution to identity and credential verification. For comments, questions, or suggestions, email us at digitalplanningpodcast@gmail.com.
 
On today’s episode, I have Chris Kneeland, the founder and CEO of Cult Collective Cult is one of North America’s premier engagement marketing firms and they help companies embrace proven marketing principles that Chris discovered while working with the most iconic cult-like brands on the planet. He co-founded Cult in 2010 and has consulted with Har…
 
Dr. Peter Hotez, Houston’s most famous vaccine expert (and Q&A regular) talks with Lisa about vaccination rates, variants and what he’s looking forward to after we make it through the summer. SPOILER ALERT: He wants sleep. Connect with Lisa on Facebook or Twitter. See omnystudio.com/listener for privacy information.…
 
How badly has the COVID-19 pandemic affected kids’ mental health? Mental Health America of Greater Houston recently held “listening sessions” with students, parents, teachers and administrators in the 28 Houston-area school districts that work with its Center for School Behavioral Health — and what they heard was alarming. According to Jamie Freeny…
 
What do Google and Nike both have in common? Besides being multi-billion-dollar companies, they've both worked with Mark Morey on applying nature-based leadership principles to their high-performing teams Mark and I talk about the kind of ideal leader the workplace is going to need in order to face the challenges of the 21st century, and his "6 Cor…
 
To find doses, Houstonians are hitting the road. Why is it so much easier to find vaccine elsewhere? Dr. David Lakey, a member of Texas' vaccine allocation panel explains how the doses are divvied up around the state and why you might — or might not — want to take a drive for your shot. He spoke with us Wednesday from his office in Austin. But firs…
 
In 2011, Nic Marks did a TED Talk on "The Happy Planet Index" and it has almost 2.5 Million views. This incredible talk, and his work, have and continue to dramatically change the way we look at happiness at work and in life Since then, Nic has started Friday Pulse, a company designed to score happiness using research and insights from behavioral p…
 
As adults across the U.S. begin to be vaccinated against COVID, many parents have questions about their kids. When can we expect a vaccine approved for people under 16? What are the risks of COVID to healthy young people, including athletes? Should kids wear double masks? How does COVID affect kids of different ages differently? And now that Texas …
 
Please join Jen, Ross, and Justin as we continue our discussion with Pamela Morgan and explore the intersection of cryptocurrency, estate planning, crypto-security, and the taxation of cryptocurrency. Pamela is founder of both Empowered Law and Third Key Solutions, LLC, a key consulting firm that works with individuals and organizations to improve …
 
Ben Neuman is one of the world’s top experts on coronaviruses. He’s the Global Health Research Complex Chief Virologist at Texas A&M University. A funny and genial explainer of science, Dr. Ben got serious fast when Lisa started asking about reopening Texas and the end of Gov. Abbott's mask mandate. Question or comment? Connect with Lisa on Faceboo…
 
In the digital era we live in, where everything we want is at the tip of our fingers, many leaders still have a major struggle when it comes to reaching their goals: time management In this short episode, I review 5 practical, applicable ways that ANYONE can begin to better manage their time, ultimately make more money, and live a happier, healthie…
 
Could the winter storm have a Christmas-like effect on Houston’s COVID numbers? A&M epidemiologist Rebecca Fischer explains: "What is important to remember is that we’ve been here before. We still have a lot of infections happening every day — we’re not in the clear — and we may very well see another increase in cases as we move forward." Fischer, …
 
Please join Jen, Ross, and Justin as we speak with Pamela Morgan to discuss the intersection of cryptocurrency, estate planning, crypto-security, and the taxation of cryptocurrency. Pamela is founder of both Empowered Law and Third Key Solutions, LLC, a key consulting firm that works with individuals and organizations to improve the security of the…
 
When will we get our old lives back? And what will “normal” even look like then? This week, Lisa talks with Julie Swann, an expert in vaccine supply chains and logistics, and also a COVID modeler. At North Carolina State University, she’s head of the Department of Industrial Systems and Engineering, and in 2009, she advised the Centers for Disease …
 
This week, too many Texans were stuck shivering inside our homes, wondering how our state’s electric system could fail so massively. Who’s to blame? And more important, how do we make sure this doesn’t happen again? Kaiba White deals with energy policy for Public Citizen Texas, a nonprofit that advocates for consumer issues. She spoke to us from he…
 
On today's episode, I've got the President and Founder of The Beacon Group, which provides both Fortune 500 and Fortune 100 corporations with growth strategies and tactics Cliff is the author of his new book, Four Key Questions and The Proven Process for Scaling Your Business, and is a guest lecturer at the University of Virginia's Darden Graduate …
 
On this episode, I have the founder of Tonic, the UK’s fastest-growing immunity brand, Sunna van Kampen Tonic is essentially a high dose immunity drink combined with natural plant extracts to help our immune system fight back Whilst Sunna was working in the corporate finance industry, he would catch a cold three or four times a winter. All the cold…
 
Health policy is always a matter of life and death — and even more so during a pandemic. This week, health economist Vivian Ho grapples with some of our moment’s big questions: How is Texas doing with its vaccine rollout? What’s baked into our state’s unusual choice to prioritize people over 65 or with underlying conditions, rather than teachers an…
 
At the beginning of the U.S. COVID outbreak, Peter Hotez was carefully nonpartisan, appearing on both Fox News and MSNBC. But as his horror grew about the lack of a national response to the pandemic, he sharply criticized the Trump administration. Now, it’s the Biden administration’s turn. In a Tuesday op-ed in the Washington Post, Hotez explained …
 
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