In Episode 25, Brendan sits down with Katie Katz, founder of Mitzi, a company built to solve one of the most overlooked problems in America today — the estate planning gap.

Today, nearly 70% of Americans don’t have a plan in place, and many don’t even realize they need one. Katie shares how her experiences across law, nonprofit work, and finance revealed just how broken and inaccessible the system is — especially for women and families.

She explains why this gap matters so deeply, from preserving generational wealth to reducing the emotional and administrative burden placed on loved ones during life’s hardest moments. With women expected to inherit $84 trillion over the next two decades, the stakes have never been higher — yet confidence and access remain low.

Mitzi is Katie’s answer: a more human, approachable way to help people plan, protect, and move forward with clarity and peace of mind.

In this episode, we cover:

•  What the “estate planning gap” is — and why 70% of Americans are unprepared 
•  Why this issue disproportionately affects women and families 
•  The emotional and financial consequences of not having a plan 
•  Katie’s journey from law, nonprofit, and finance into entrepreneurship 
•  How Mitzi is rethinking estate planning to make it more accessible and human 
•  Why confidence, clarity, and control matter in planning for the future 

🎙 The Enthusiastic Life Podcast

Hosted by Brendan Walsh
Produced by Ryan Dewan, Wave Media

📲 Instagram → @enthusiasticlifepod
 📲 Facebook → Enthusiastic Life Podcast

🎧 Available on Spotify, Apple Podcasts, YouTube & all major platforms.