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The Heir's Path

The Heir's Path

By: Daniel Verdejo
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Summary
 The Heir's Path is a cinematic, in-person podcast built around long-form conversations with people shaping the future of wellness, wealth creation, and community building. Recorded at our studio in the Bronx, each episode goes deep with leaders, founders, and cultural voices on the stories, decisions, and disciplines behind their success. The show is designed to give you real tools to build independence, create lasting wealth, practice wellness with intention, and invest in the communities around you. Hosted by Danny Verdejo, an executive in tech and the founder of Legacy Code Media.Daniel Verdejo Economics Hygiene & Healthy Living Social Sciences
Episodes
  • On My Deathbed, I Felt Relief: How to Have the Money Talk Most Families Avoid

    On My Deathbed, I Felt Relief: How to Have the Money Talk Most Families Avoid
    Nov 8 2026
    Gordon Haas went into cardiac arrest in an ER, and what he felt was relief: his sons were independent, he had a wonderful life with his wife, and he had life insurance to provide for his family. That moment sits at the heart of this conversation about the money talk most families put off. In this episode of The Heir's Path, wealth advisor and CFP Gordon Haas sits down with Danny Verdejo to talk about Gen-Relational wealth, a word he coined for passing down wisdom and not only money. He explains his path from mechanical engineering to a toy business to financial planning, how fee-only advisors get paid compared with commission-based ones, why a will and current beneficiaries decide where your money goes, and what he learned from lymphoma at 33 and a cardiac arrest during COVID. Topics covered: - Gen-Relational wealth: passing down wisdom, not only money, and talking to kids about money early - How advisors get paid: fee-only versus commission, and why it matters - Why a will and updated beneficiaries decide where your money goes, and what probate costs families - Cancer at 33, a cardiac arrest, and what money means in a hospital room - Diversification across 401ks, Roth accounts, insurance and your portfolio Timestamps: Chapters 00:00:00 Cold open: Gen-Relational wealth and a deathbed moment 00:03:46 From mechanical engineering to the toy business 00:13:46 How advisors get paid: fee-only versus commission 00:17:44 Gen-Relational wealth: the word he coined 00:23:49 Wills, beneficiaries, 401k and Roth basics, and probate 00:40:47 Cancer at 33, cardiac arrest, and what money cannot buy 00:53:45 Diversification beyond the 401k 01:06:51 Legacy and what he wants built Connect with Gordon Haas: LinkedIn: https://www.linkedin.com/in/gordonhaas/ Website: https://www.haaswealthstrategies.com Facebook: https://www.facebook.com/HaasStrategies Resources from This Conversation: Named in the conversation, no link: The Simple Path to Wealth, the Rocket Money app, and The Diary of a CEO podcast (Gordon's closing recommendation). The Psychology of Money by Morgan Housel: on how what families teach about money shapes every later decision. https://geni.us/thp-psych-money Rich Dad Poor Dad by Robert Kiyosaki: on financial education that starts at home, not in school. https://geni.us/thp-rich-dad The Behavioral Investor by Daniel Crosby: on overconfidence and why diversification protects you from yourself. https://geni.us/thp-behav-investor The Intelligent Investor by Benjamin Graham: on the long game of investing and not putting all your eggs in one basket. https://geni.us/thp-intel-investor Audible: for listening to books on the go. https://geni.us/thp-audible Some links above are affiliate links. Purchases through them support the show at no extra cost to you. #TheHeirsPath #WealthCreation #FinancialPlanning #LegacyWealth #IntergenerationalWealth Subscribe to The Heir's Path. New episodes every other Sunday: https://www.youtube.com/channel/UCVxGRbXXrI_cQvEmIwlJGqw
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    1 hr and 12 mins
  • I Couldn't Breathe: A Life Coach on Panic, Caring for Mom, and Finding Joy

    I Couldn't Breathe: A Life Coach on Panic, Caring for Mom, and Finding Joy
    Oct 25 2026
    Terry Bean stood in her kitchen one May and could not breathe. She did not know what a panic attack felt like, and it pushed her to set boundaries so she could keep caring for her 92-year-old mother. In this episode of The Heir's Path, author and certified life and executive coach Terry Bean sits down with Danny Verdejo to talk about helping people remember the magic within themselves, the idea behind her children's book ABRACADABRA. Terry traces that work back to a blended family in the early 1960s and a childhood spent looking for happy. She explains why she teaches children ages six to nine to set an intention, how she reconnects adults with their inner child, and what she says when someone is stuck in sadness: "What's the alternative?" She is open about learning early that she had to count on herself, about living several different lives across decades, and about how the people closest to you can need you to stay the same. Topics covered: - Why Terry teaches children ages six to nine to set an intention - Caring for a 92-year-old parent without losing yourself: boundaries and agreements - Reconnecting to your inner child and finding the silly in life - Why families and friends can need you to stay the same, and what to do when you change - Writing down the story you want to create, then taking baby steps Timestamps: Chapters 00:00:00 Cold open: the kitchen panic attack and the box 00:01:19 Remembering the magic within: a blended family and the search for happy 00:16:37 Caring for her 92-year-old mother, the panic attack, and boundaries 00:22:10 Reconnecting to your inner child 00:38:02 Counting on yourself: her first moment of confidence 00:44:34 Three lives, and why people keep you in the box 00:51:52 Write down the story you want, then take baby steps 00:58:15 The one resource she would hand every listener Connect with Terry Bean: YouTube: https://www.youtube.com/@thewisebeanofficial Instagram: https://www.instagram.com/thewisebeanofficial/ LinkedIn: https://www.linkedin.com/in/terry-bean Website: https://terrybeanauthor.com Resources from This Conversation: Mentioned by Terry, no link: her children's book ABRACADABRA, Wayne Dyer's film The Shift, Esther Hicks, and Jay Shetty. Loving What Is by Byron Katie: on asking "What's the alternative?" and seeing that it is all perception. https://geni.us/thp-loving-what-is The Power of Now by Eckhart Tolle: on staying present and finding the fun in the moment. https://geni.us/thp-power-of-now Emotional Agility by Susan David: on the "not good enough" theme and making room for hard emotions. https://geni.us/thp-emot-agility Atomic Habits by James Clear: on baby steps over big leaps. https://geni.us/thp-atomic-habits A journal for the exercise Terry ends on, writing down the story you want to create. https://geni.us/thp-journal Some links above are affiliate links. Purchases through them support the show at no extra cost to you. #TheHeirsPath #Wellness #LifeCoaching #Mindset #InnerChild Subscribe to The Heir's Path. New episodes every other Sunday: https://www.youtube.com/channel/UCVxGRbXXrI_cQvEmIwlJGqw
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    1 hr and 3 mins
  • More Money Won't Fix Your Business: How to Find the Clarity That Will

    More Money Won't Fix Your Business: How to Find the Clarity That Will
    Oct 11 2026
    Most people do not run out of time. They run out of permission to use it. In this episode of The Heir's Path, business coach David McGhee sits down with Danny Verdejo to talk about a line he comes back to often: nobody dies with their music playing. David is quick to credit it to Wayne Dyer rather than himself, but he has spent twenty years turning it into a practice rather than a poster. David's own path makes the point. He was let go from a finance company at 25 and spent a summer on the beach in San Diego until his parents suggested he go do something real. That led to radio, then real estate, then coaching. He is candid that he could not see the thread while he was living it, and could only trace it looking back. The conversation gets specific about what coaching actually is. David separates the teacher, who transfers information, and the trainer, who builds skill, from the mentor, who hands you their experience, and the coach, who draws out potential that was already there. He tells the story of a Harvard-educated client earning $875,000 who wanted someone who had walked his exact road. David's answer was that he was not that guy, but he was the guy who would get the best out of him. The client cleared a million inside a year. They also dig into why high performers stall at a ceiling, why purpose-driven people treat money as a byproduct rather than a scoreboard, and why timeless principles beat whatever is trending. Topics covered: - Why coaching is drawing out potential, not transferring a system - Teacher, trainer, mentor, coach, and when each one fits - Reinventing across radio, real estate and coaching - Why purpose-driven people hit ceilings anyway - Building a legacy plan and actually executing it Timestamps: Chapters 00:00:00 What coaching actually is 00:01:20 Radio, real estate, coaching: three careers, one thread 00:16:16 Teacher, trainer, mentor, coach: which one you need 00:22:30 "Who am I to?" and the belief under the ceiling 00:31:18 Runway, scaling too fast, and hiring mistakes 00:40:05 Timeless principles versus social media trends 00:47:32 Success as the progressive realization of a worthy ideal 01:05:17 The one book he recommends Connect with David: LinkedIn: https://www.linkedin.com/in/coachdavemcghee Instagram: https://www.instagram.com/coachdavemcghee Website: https://coachdavemcghee.com Resources Mentioned in This Episode: The Law of Success in 16 Lessons by Napoleon Hill (David's recommendation) The Psychology of Money by Morgan Housel https://geni.us/thp-psych-money The Almanack of Naval Ravikant by Eric Jorgenson https://geni.us/thp-naval-almanack Atomic Habits by James Clear https://geni.us/thp-atomic-habits Rich Dad Poor Dad by Robert Kiyosaki https://geni.us/thp-rich-dad Kindle Unlimited Trial. Read these books and thousands more with Kindle Unlimited. https://geni.us/thp-kindle-unlimited Some links above are affiliate links. Purchases through them support the show at no extra cost to you. #TheHeirsPath #WealthCreation #Coaching #FindYourPurpose #Mindset Subscribe to The Heir's Path. New episodes every other Sunday: https://www.youtube.com/channel/UCVxGRbXXrI_cQvEmIwlJGqw
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    1 hr and 6 mins
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