Say Goodbye with a Smile
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A platform where you can share why it’s important to leave a positive legacy for your family/community, and how you are going to “Say Goodbye with a Smile!” Providers of products, services and strategies, this will help you get your message out.
12/08/2025
Remembering Dad - Beyond the Birds and Bees: "The Talk" is The Common Thread in Successful Legacy Planning (Listen Now!)
Three years ago today my hero joined my she-ro in Heaven. As God would have it, some 30 days prior He arranged for me to launch my podcast, "The Talk," on the "Fresh Leftovers" radio show. Though that day was arguably one of the worst days in my life, I know Dad would have demanded that I do this interview. https://ewaltersmith.com/the-talk-on-fresh-leftovers/
"The Talk" is a show where I interview successful fathers and daughters about when they had 'the talk" about Insurance, Wealth Building and Legacy Planning. While every story is different, there is always a common braided thread of "intention, dedication and ex*****on" making sure that the seed of future generations is planted in fertile soil and nurtured for continuous growth and harvest.
I'll have some amazing guests in 2026 and look forward to sharing their words of wisdom with you.
Enjoy!
E.
PS. Feel free to take a look at some of my past shows and even join Daddy Daughters Days so we can keep you up to date on upcoming shows and events! https://ewaltersmith.com/the-talk/
12/02/2025
Today is Giving Tuesday (December 2nd)!
I'm giving a special "shout out" to Backyard Breasties https://www.backyardbreasties.org/ They support women going through breast cancer treatment by tending their gardens and pet sitting. I urge you to support their organization, too!
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If you are planning to make a significant donation, it’s critical to confirm your giving strategy aligns with your long-term legacy goals and tax plan.
To ensure your generosity is maximized, we encourage you to review the replay of "Legacy & Philanthropy: Maximizing Your Charitable Impact for Generations."
We specifically broke down strategies that save you money while boosting your cause. Here are those three key takeaways again:
Strategic Giving is Key: It must be integrated into your overall financial plan to maximize your impact and tax benefits.
The Power of Non-Cash Assets: Giving appreciated assets (like stocks or real estate) often provides far greater tax advantages than giving cash alone.
The Role of Legacy Tools: Tools like Donor Advised Funds (DAFs) and Charitable Trusts can help you make a perpetual philanthropic impact that extends across generations.
If you’re ready to discuss a personal strategy for your giving, I am offering a complimentary, no-obligation conversation to review your goals. https://api.leadconnectorhq.com/widget/booking/S26mAC1UoFMc1F1Lnn36
Watch the full replay here! https://youtu.be/6G-OMej5Sr0
All the best,
Eric (E. Walter) Smith
www.TheEWSFinancialGroup.com
404.721.2338
Just a friendly reminder about our upcoming webinar, "Legacy & Philanthropy: Maximizing Your Charitable Impact for Generations," happening on Wednesday, November 12 at 11:00 am EST.
This session is designed for individuals and families who aspire to make a significant, lasting difference. We'll cover:
Why intentional philanthropic planning creates greater impact.
How to leverage various assets (like appreciated stock and life insurance) for maximum tax efficiency.
Key charitable giving vehicles, including Donor-Advised Funds and Charitable Remainder Trusts.
How to integrate your giving into your overall estate plan and involve your family.
Why attend? Learn to transform your generosity into a perpetual force for good, securing your legacy and extending your values across generations.
Secure Your Spot Today: https://connect.theewsfinancialgroup.com/webinar-111225
We look forward to helping you make your mark.
Warm regards,
Eric (E. Walter) Smith
The EWS Financial Group
[email protected]
404.721.2338
I had a great time at the Faith and Favor Vendor Fair at Christ Our Hope Catholic Church.
Allow us to help you design a blueprint that will help you answer these important questions:
What happens if I live too long?
What happens if I die too soon?
What happens if I get sick along the way?
How can I have a tax-free retirement?
To learn more visit www.SayGoodbyewithaSmile.com
Schedule your complimentary conversation today! https://api.leadconnectorhq.com/widget/booking/S26mAC1UoFMc1F1Lnn36
This is your final reminder that our crucial webinar, "Business Succession Planning: Ensuring Your Legacy Lives On," is happening tomorrow, Wednesday, October 8, at 11:00 am EDT!
If you're a business owner or CEO, this session is packed with high-level strategies you won't want to miss. We will cover:
Why a proactive succession plan is your business's greatest asset.
How to choose the right successor and prepare them for leadership.
The essential financial and legal mechanisms for a smooth transition.
How to ensure your business thrives long after you've stepped away, safeguarding your legacy.
Don't leave the future of your life's work to chance. This is your opportunity to gain clarity and confidence in your business's next chapter.
Click here to register immediately – limited seats remain!
https://connect.theewsfinancialgroup.com/webinar-100825
We look forward to helping you secure your business's enduring legacy.
To your continued success,
Eric (E. Walter) Smith
The EWS Financial Group
Annuities Demystified: Unlocking Retirement Security & Longevity Planning REGISTER TODAY!
As you build your comprehensive financial plan, one topic often sparks curiosity and, at times, confusion: annuities. Yet, for high-net-worth individuals, they can be an incredibly powerful tool for securing retirement income and protecting growth.
Join us for our upcoming webinar, "Annuities Demystified: Guaranteed Income and Protected Growth Options," on
Wednesday, September 10, 2025
11:00AM EST.
In this session, you'll gain clarity on:
o What annuities truly are and how they can serve your specific financial needs.
o The differences between immediate, deferred, fixed, variable, and fixed indexed annuities.
o How annuities can provide guaranteed income for life, addressing longevity risk.
o Strategies for using in-service distributions (if 59 1/2+) to fund your annuity plan.
o The role of annuities in complementing your overall wealth and legacy planning.
If you're seeking predictable income, principal protection, and peace of mind in retirement, this webinar is for you.
https://connect.theewsfinancialgroup.com/webinar-091025 or www.SayGoodbyewithaSmile.com
We look forward to demystifying annuities and showing you how they can fit into your holistic financial future.
Sincerely,
Eric (E. Walter) Smith
www.TheEWSFinancialGroup.com
[email protected]
404.721.2338
Life .
REGISTER TODAY! The Cost of Longevity: Smart Planning for Long-Term Care Alternatives
We've discussed protecting your life and income. This week, we confront another significant financial challenge that comes with living longer: the escalating costs of long-term care.
Many mistakenly believe Medicare or Medicaid will cover these expenses, but for high-net-worth individuals, the reality is often different and far more costly. Without a plan, long-term care can quickly deplete your savings and compromise your legacy.
Join me for our vital webinar, "The Cost of Longevity: Smart Planning for Long-Term Care Alternatives," where we'll explore:
The shocking truth about long-term care costs in our region.
Why Medicare and Medicaid are NOT your solution.
Innovative alternatives like hybrid life insurance and annuities with LTC riders.
How to protect your assets, maintain your choices, and safeguard your family's peace of mind.
This is a crucial discussion for anyone committed to preserving their wealth and dignity.
Date: Wednesday, August 27, 2025
Time: 11:00AM EST
Register Here: https://connect.theewsfinancialgroup.com/webinar-082725 or www.SayGoodbyewithaSmile.com
Secure your spot to gain the insights you need for a secure future.
Sincerely,
Eric (E. Walter) Smith, Managing Director
The EWS Financial Group
Life .
08/18/2025
This week, we're focusing on an asset even more fundamental to your financial well-being: your income-earning ability.
https://connect.theewsfinancialgroup.com/webinar-082025 or www.SayGoodbyewithaSmile.com
For successful professionals, entrepreneurs, and CEOs, an unexpected illness or injury can be financially devastating, far more likely than premature death. Yet, income protection is often overlooked.
Join me for our vital webinar, "Protecting Your Golden Goose: Why Disability Insurance is Your Most Critical Asset Protection," where we'll cover:
The real risk of long-term disability and its impact on your wealth.
The crucial difference between 'own-occupation' and 'any-occupation' policies.
How disability insurance preserves your retirement savings and protects your business.
Essential riders for comprehensive protection.
This is a must-attend session to ensure your financial foundation is truly secure.
Date: Wednesday, August 20, 2025
Time: 11:00AM EST
Register Here: https://connect.theewsfinancialgroup.com/webinar-082025 or at www.SayGoodbyewithaSmile.com
Secure your spot to gain the insights you need to safeguard your future.
Sincerely
Eric W. Smith (E. Walter)
The EWS Financial Group
Life .
This week, we're focusing on an asset even more fundamental to your financial well-being: your income-earning ability.
https://connect.theewsfinancialgroup.com/webinar-082025 or www.SayGoodbyewithaSmile.com
For successful professionals, entrepreneurs, and CEOs, an unexpected illness or injury can be financially devastating, far more likely than premature death. Yet, income protection is often overlooked.
Join me for our vital webinar, "Protecting Your Golden Goose: Why Disability Insurance is Your Most Critical Asset Protection," where we'll cover:
The real risk of long-term disability and its impact on your wealth.
The crucial difference between 'own-occupation' and 'any-occupation' policies.
How disability insurance preserves your retirement savings and protects your business.
Essential riders for comprehensive protection.
This is a must-attend session to ensure your financial foundation is truly secure.
Date: Wednesday, August 20, 2025
Time: 11:00AM EST
Register Here: https://connect.theewsfinancialgroup.com/webinar-082025 or at www.SayGoodbyewithaSmile.com
Secure your spot to gain the insights you need to safeguard your future.
Sincerely,
Eric W. Smith (E. Walter)
The EWS Financial Group
Life .
Last week, we discussed the importance of a holistic financial plan that goes beyond traditional investments, emphasizing protection, longevity, and legacy. Today, we're going to dive deep into one of the most powerful and often misunderstood tools within that holistic framework: Life Insurance.
Many people view life insurance as a necessary expense, something you acquire and then forget about. However, for successful individuals, entrepreneurs, and business owners like yourselves, it holds immense, untapped potential for wealth transfer, tax efficiency, and critical business planning.
Our goal tonight is to move 'Beyond the Basic' and uncover the advanced strategies that can truly unlock the full power of life insurance for your financial future.
Make sure you register and attend today's webinar
"Beyond the Basic - Advance Life Insurance Strategies"
https://connect.theewsfinancialgroup.com/webinar-081325 or visit www.SayGoodbyewithaSmile.com
See you at 11:00!
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Decatur, GA
30036