In this episode of The Get Ready Money Podcast, I’m joined by Kerri Fernsworth—advisor, storyteller, and legacy planning advocate—to explore how personal narratives can transform the way we think about money, family, and the future.
We discuss how legacy isn’t just about what you leave behind, but how you live—and how storytelling and recorded conversations can build empathy, bridge generations, and spark meaningful planning.
💡 Key Takeaways:
🎧 Why It Matters:
This episode is for advisors, educators, and anyone who wants to bring more meaning into their financial conversations. Legacy isn’t just estate planning—it’s a living process. The sooner you have these conversations, the better.
🎥 Watch this episode below:
Connect with Kerri Fernsworth:
Bio:
Kerri Fernsworth is the Founder of Authentic Legacy Video. She started this business after interviewing her own elder family members, finding joy and meaningful connection in the experience. Kerri brings over a decade of experience with independent filmmaking and improv comedy, applying her empathetic story skills to financial advisors and insuretech startups in two prior ventures, Authentic Advisor Video and Concurrent.
She is published on video, marketing, and compliance topics in: The Journal of Financial Planning, NAPFA, Wealthtender, Vimeo, Hearst Bay Area, and Zapier. In addition to being a traveler, she loves studying energy healing, herbalism and is curious about most things!