S6 Ep 94 - Tax, Death and Rock 'n' Roll

Tax. Death. Legacy. Three words that make most people squirm, but avoiding them doesn't make them go away. In this unapologetically bold and surprisingly uplifting episode, I turn the "taboo trifecta" into a conversation about freedom, meaning, and going out with style.

You'll learn how to make tax and inheritance planning feel less like a funeral march and more like an encore. Because facing the end isn't morbid, it's empowering. And when you deal with your legacy intentionally, you stop hoarding, start living, and find your encore energy.

What You'll Learn

• Why avoiding tax and death planning just creates chaos for the people you love

• Smart, simple ways to reduce tax without making life smaller

• Why trying to pay zero tax can actually limit your freedom

• The five essentials of facing mortality like a grown-up (and a rockstar)

• Why legacy is about memories, not just money

• How to turn your final chapter into something worth celebrating

Challenge of the Week

👉 Complete one "Rock 'n' Roll Legacy Task."

Pick one:

• Update your will

• Create or add to your Death File (accounts, wishes, passwords, etc.)

• Book a review of your tax and inheritance plan

• Write a letter to your future heirs

• Plan a Memory Dividend event — a trip, gathering, or moment you'll fund with joy

You don't have to finish everything. Just start.

Because the ultimate act of love isn't what you leave behind, it's the clarity you leave people with.

Resources & Mentions

• The Death File — Dan's "love on paper" concept for legacy admin

• Memory Dividends — Inspired by Bill Perkins' Die With Zero

Next Episode

Coming up in Episode 9: The Retirement Reinvention Curve: The Emotional Sh*tstorm You Didn't See Coming

We'll unpack the real emotional rollercoaster of retirement, from the initial high to the inevitable dip, and explore how to rebuild and reignite your sense of purpose, identity, and joy.