Pennsylvania estate planning attorney Yvette E. Taylor, Esq. explores the extraordinary legacies of ordinary people.
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Podcast on all things estate planning! Gentreo is the premier online estate planning platform and your source for information on everything surrounding estate planning in the modern day. As of February 2023, The Gentreo Podcast will begin uploading monthly episodes to offer deeper insight into the many aspects of modernized estate planning.
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Mastering Money is hosted by Certified Income Specialist Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strate ...
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ACTEC Trust and Estate Talk is a free weekly podcast series. The series offers wealth planning professionals' best practice advice, insights, and commentary on subjects that affect the profession and clients. The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,400 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration.
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Your wealth plan shouldnโt sit still. Neither do we. Thatโs why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
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The podcast is filled with advice, tips, and many real-life examples demonstrating what can go wrong (and what can go right), depending on whether or not families plan accordingly in advance, communicate clearly with one another, and are willing to put petty and selfish differences aside. No one likes talking about death and inheritances before they absolutely have to, but as I have learned from personal experience, having these conversations earlier, rather than later, will save a lot of ti ...
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Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
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Welcome to The Mineral Rights Podcast! I'm here to help you to make the most out of your oil and gas mineral rights and royalty interests. From the latest mineral rights news to featured guests, get the knowledge and resources you need to manage your minerals and royalties.
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Welcome to the Retirement Road Map by SHP Financialโa podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFPยฎ CIMAยฎ, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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Absolute Trust Talk is your navigational compass that brings together the business of trusts, estate planning, and aging โ your homebase to find the knowledge youโre seeking on what lies ahead. With over 30 years of experience combined, the Absolute Trust Counsel team has seen their fair share of clients confused and overwhelmed with the complexity of estate planning and the challenges and obstacles that life can throw your way. On a mission to take the vast team expertise and experience to ...
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Our goal is to provide valuable information so you can reach PEACE OF MIND through planning. FOLLOW NOW so you are armed with straight forward planning tips for when you're ready to get started! EASIEST WAY TO REACH US: https://www.zammittilaw.com http://www.yourplanningattorney.com ABOUT VAL -- Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helped her find estate planning, elder law and probate as her focus. Valerieโs natural care-giver ten ...
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Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Plannerโข Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. Weโll bring you market observations and interviews showcasing real-life examples to help you accum ...
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The Guided Retirement Show is here to be your guide as you travel to and through a successful retirement. When you go on a vacation, you may think itโs something you can do on your own and that may be true. If the destination is the Grand Canyon and your only goal is to stand on the south rim of the Grand Canyon to see it, then itโs probably easy enough without a guide. But what if you're taking a trip to the Amazon and you've never been there before? You know the rivers can be dangerous, th ...
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Attorney Barry Gardiner discusses legal issues relating to estate planning, wills and trusts, federal taxation, elder law, and other corporate and business law topics, especially as they relate to people and businesses in New York and New Jersey.
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When your goals are meaningful and your wealth has purpose, you can truly live with intentionโฆ Welcome to Intentional Wealth, a monthly podcast where, alongside notable financial professional guests, Private Wealth Advisor and Founder of Braun-Bostich & Associates, Amy Braun-Bostich, delivers useful insights and strategies that help YOU to live your best financial life! Learn more about Braun-Bostich & Associates at https://www.Braun-Bostich.com
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Amanda Rocha is an estate planning and probate attorney in California. The podcast discusses common questions in these areas as well as key tips. You can expect topics on wills, trusts, conservatorships, probate, asset management, guardianships, financial tips, and more.
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Ann talks to those who are getting Retirement Ready and the topics range from:- setting up income streams for retirement, advice from experts, what people are getting up to in retirement, volunteering, where they are relocating to, health and happiness topics
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What would a law firm built by the founders of Disney, Four Seasons, Amazon, and Zappos look like? Lawyers (and other professionals) aren't in the same "service" industry as those companies, but that doesn't mean we can't benefit from employing their rigorous service mindsets. We give you inspiration and tactics to smooth out your processes, bolster your reputation, and increase your revenue - every episode of Five Star Counsel has actionable tips for you to build the firm that clients rave ...
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Tim and Tom Mullooly from Mullooly Asset Management bring you "Living With Money". Tim and Tom will walk you through your financial life step by step. From the very basics of personal finance to in-depth financial planning and investing methods, you will truly learn how to live with money. With years of experience spanning multiple generations, Tim and Tom bring a unique perspective to your financial life, whether you're just starting out, or getting close to retirement. Through educational ...
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Hello and Welcome to the Financial Legacy Podcast. I am your host Maria Ellis. On the Financial Legacy Podcast, we will talk about Financial Planning and Estate Planning Legacy. Financial planning is the process of determining a person's or a companyโs financial needs or goals for the future and the means to achieve them. Financial planning involves deciding what investments and activities would be most appropriate under both personal and broader economic circumstances. Financial Legacy is t ...
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A recent report by the Federal Reserve shows that there are now 16 million millionaires in the USA, and that the upper middle class is actually growing wealth at a faster rate than the top 1 percent. Weโve got the intriguing Wall Street Journal report on that next with all the facts and figures, then health insurance and Medicare expert Shelley Graโฆ
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Daily IQ Retirement Brief 5/31/24
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The Gen Z and Millenial Myths of Estate Planning
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Today I go through the top 5 most frequent myths I hear working in the estate planning world from young millennials and Gen Z people around my age. I'm not old enough, I don't have assets yet, it's too expensive. Nonsense! Let's look at these myths for what they are and discuss why estate planning is truly for everyone, why you always have more thaโฆ
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In this episode we answer listener questions submitted by Heidi, Greg, Sarah, Nikki, Eric, and a listener who wishes to remain anonymous. This episode was filled with a wide variety of questions from the difference between MCF and MMBtu's and how to audit gas royalties, Lithium, leasing the minerals and surface rights, going through ancillary probaโฆ
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Donald Trump and Elon Musk, per the Wall Street Journal, have discussed a possible advisory role for the Tesla leader should the presumptive Republican nominee reclaim the White House, the latest sign that the once-frosty relationship between the two men has thawed. We'll review the WSJ report in the Market Intel Segment, then a strategy session onโฆ
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Daily IQ Retirement Brief 5/30/24
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Unlocking Success: Navigating the Foreign Nationals Life Insurance Market
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According to US Census data, 14% of the US population, or 46 million, are foreign-born and/or non-citizens. This represents a significant life insurance sales opportunity, as foreign nationals seek safety and security from US life insurance carriers. In this episode, our Crump experienced professionals explore the opportunity. Joining us: Jess Metzโฆ
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Kate Scott: The Legacy of a Sports Play-by-Play Announcer
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Yvette enjoys an energetic conversation with Kate Scott, Philadelphia 76ers play-by-play announcer for NBC Sports. Kate talks about her career as a sports media veteran. She has been calling top international, professional, and collegiate events on television and radio for more than a decade and has served in several groundbreaking roles.โฆ
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#201 | ๐ฆ๐ต๐ผ๐๐น๐ฑ ๐ฃ๐ฟ๐ผ๐ฏ๐ฎ๐๐ฒ ๐ง๐ฎ๐ธ๐ฒ ๐ง๐ต๐ถ๐ ๐๐ผ๐ป๐ด? Does four years seem excessive for Probate to take? While that is longer than the average administration, this video lists seven possible reasons why probate could be delayed. Do one of these apply to you? -- Weโre here to help you learn more! Please comment and let us know if you found this additional knowledgโฆ
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Many landlords are deciding to cash out their rental properties for top dollar these days, as they are finding it nearly impossible to raise rents. The problem: Oversupply of new apartments coming on line with fabulous amenities. An oversupply is developing and inflation is making the problem worse for tenants. We'll review that Wall Street Journalโฆ
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Daily IQ Retirement Brief 5/29/24
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#200 | Children & Joint Tenancy Can a Child Who is a Joint Tenant Live in the Home After the Parent Passes Away? The answer comes down to how the tenancy is defined. See if your Trust is worded the way you want. -- Weโre here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโฆand plus, it wouโฆ
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135: Character Matters Part 2: Estate Planning for Community Property vs. Separate Property
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If you missed the first episode of our "Character Matters" mini-series, we discussed the differences between Community and Separate Property and why the "character" of your assets matters in estate planning. As a quick recap: Separate Property includes assets owned before marriage or received as gifts or inheritances during marriage, while Communitโฆ
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Where's the stock market headed? The famous management expert, Peter Drucker said: โTrying to predict the future is like trying to drive down a country road at night with no lights while looking out the back window.โ Recently, the guy that predicted a 40,000 Dow 1n 1999-- and was ridiculed-- finally got his way. 40,000 finally happened. A Wall Streโฆ
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Daily IQ Retirement Brief 5/28/24
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Planning Ahead for the Sunsetting of the Tax Cuts and Jobs Act Exemptions
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Estate planners discuss strategies anticipating the 2025 sunset of the TCJA exemptions, highlighting flexible trusts, spousal trusts, and valuation clauses. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professโฆ
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112: Tax Planning Tips from CPAs with Marty James & Corey Hulstein
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How can you pay less taxes over your lifetime? Thatโs a question everyone wants to know the answer to, but there isnโt a one-size-fits-all answer. Everyoneโs financial situation is different. Along with explaining the importance of having a forward-looking tax plan as a part of your personalized financial plan, Corey Hulstein, CPA and Marty James, โฆ
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#199 | ๐ฌ๐ฒ๐. ๐๐
๐ฝ๐ฒ๐ฟ๐ถ๐ฒ๐ป๐ฐ๐ฒ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐!
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#199 | ๐ฌ๐ฒ๐. ๐๐
๐ฝ๐ฒ๐ฟ๐ถ๐ฒ๐ป๐ฐ๐ฒ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐! Is there a difference between an estate planning attorney and elder law? Can you just have your divorce lawyer do your estate plan too? What's wrong with hiring someone that does a little bit of everything? Focus is everything when it comes to protection planning. See why in this video. -- Weโre here to help you learโฆ
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Daily IQ Retirement Brief 5/27/24
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It's a Larry Kudlow Monday! Today on Mastering Money we feature a special podcast edition of Larry Kudlow's terrific nationwide podcast. Having served as an economist in two presidential administrations--Ronald Reagan and Donald Trump--and having been an 'A-list' commentator on the two top business stations--CNBC and Fox Business--Larry's insights โฆ
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#198 | ๐๐ฎ๐ป ๐ ๐๐ฒ๐ป๐ ๐ ๐ ๐๐ป๐ต๐ฒ๐ฟ๐ถ๐๐ฎ๐ป๐ฐ๐ฒ?!
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#198 | ๐๐ฎ๐ป ๐ ๐๐ฒ๐ป๐ ๐ ๐ ๐๐ป๐ต๐ฒ๐ฟ๐ถ๐๐ฎ๐ป๐ฐ๐ฒ?! Why would anyone ever want to do that? Is there ever a scenario where denying your inheritance might be in your best interests? Or that of your kids? How would you make it legal? Find out in this short video! -- Weโre here to help you learn more! Please comment and let us know if you found this additional knowledgโฆ
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Can Viagra help prevent Alzheimers? New research and trials done by the venerable Cleveland Clinic say YES. We have that intriguing Wall Street Journal report in the Market Intel segment, then Shelley Grandidge joins us to review opportunities and warnings in the area of health insurance and Medicare. MASTERING MONEY is on the air!!!โฆ
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Daily IQ Retirement Brief 5/24/24
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#197 | ๐๐ฎ๐ป ๐ ๐๐๐๐ ๐ฆ๐๐ถ๐๐ฐ๐ต ๐๐ต๐ฒ ๐ง๐ฟ๐๐๐๐ฒ๐ฒ ๐ ๐๐๐ฒ๐น๐ณ?
2:11
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#197 | ๐๐ฎ๐ป ๐ ๐๐๐๐ ๐ฆ๐๐ถ๐๐ฐ๐ต ๐๐ต๐ฒ ๐ง๐ฟ๐๐๐๐ฒ๐ฒ ๐ ๐๐๐ฒ๐น๐ณ? Do you have to go back to the attorney just to switch a trustee or executor from one kid to another? Is it okay to just scratch out and write in? How complicated is it? -- Weโre here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโฆand plus, it wโฆ
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In this week's very special episode, Jacob sits down and and has a conversation about estate planning with his father Raymond Murphy. We discuss how Raymond's experience with estate planning has changed over the course of his years as a lawyer and as Jacob's father. We discuss the importance of what an estate plan means in regards to respecting oneโฆ
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Nvidiaโs stock continues to soar because it leads the way to the future-- in Artificial Intelligence. In today's Market Intel segment, weโll review a Wall Street Journal report on how far AI has come, why it's coming for more "people" jobsโand how fast it's all happning. Then weโll explain in detail how "Annuity Refinancing" works to dramatically aโฆ
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Daily IQ Retirement Brief 5/23/24
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MRP 245: The Role of Oil & Gas in Our Energy Future
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In this episode, we take a deep dive into the future of energy and why the world is going to need more affordable, reliable energy in the coming decades - not less. With net zero by 2050 as the goal, what is this likely to mean for oil & gas production in the future? Be sure to watch the accompanying YouTube Video to see the charts and other visualโฆ
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#196 | ๐ช๐ต๐ฎ๐ ๐ถ๐ ๐๐ถ๐น๐ถ๐ฎ๐น ๐๐ฎ๐?
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#196 | ๐ช๐ต๐ฎ๐ ๐ถ๐ ๐๐ถ๐น๐ถ๐ฎ๐น ๐๐ฎ๐? How does Filial Law apply to elder care? Can the government make me care for or provide for a family member? What would trigger this? -- Weโre here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโฆand plus, it would be awesome if you would SUBSCRIBE too! It would โฆ
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What should investors be doing during an election year? In this episode of ๐๐ค๐ช๐ง ๐๐ค๐ฃ๐๐ฎ ๐๐ค๐ข๐๐ฃ๐ฉ๐ช๐ข, CERTIFIED FINANCIAL PLANNERโข Professionals Tom Kennedy and Kevin M. Curley, II host Global Wealth Advisorsโ Chief Investment Officer Keith Sprauer. They discuss how election years affect the market and how politics plays into the mix. They also jump intoโฆ
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The Medicare Bubble Has Burst, says David Wainer, writing for the Wall Street Journal...inflation strikes again. For years, the privately run Medicare Advantage business generated big profits for health-insurance giants. Costs are rising while regulations are increasing. Will Medicare go bust? We'll review the facts in the Market Intel segment, theโฆ
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Daily IQ Retirement Brief 5/22/24
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056: The Tax Implications of an Inheritance for Beneficiaries with Mark Kenney & Amanda Glennon
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Losing a loved one is one of the most challenging and emotional periods in anyoneโs life. When assets, such as property and investments, are left to their beneficiaries, many families have a difficult time knowing where and how to start the process of settling the estate. In todayโs episode, weโll focus on estate planning, specifically the responsiโฆ
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#195 | ๐๐ผ๐ ๐๐ผ ๐ช๐ฒ ๐๐ฒ๐ ๐๐ต๐ฒ ๐๐
๐ข๐ณ๐ณ ๐๐ต๐ฒ ๐๐ฒ๐ฒ๐ฑ?!
2:37
2:37
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#195 | ๐๐ผ๐ ๐๐ผ ๐ช๐ฒ ๐๐ฒ๐ ๐๐ต๐ฒ ๐๐
๐ข๐ณ๐ณ ๐๐ต๐ฒ ๐๐ฒ๐ฒ๐ฑ?! This can be a tricky one. Was the house purchased jointly? Is there a divorce decree or other legal document that gives your BF sole ownership? Are there any other options? -- Weโre here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโฆand plus, itโฆ
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Surviving Loss: A Love Story of Redemption, Resilience, and Building a Legacy
26:10
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David talks with Kelly Kirk, a remarkable individual with an extraordinary love, loss, and resilience story. Kelly shares his journey from struggling with homelessness after business failure to finding hope through his deep connection with his late wife, Sophia. Their love story, filled with unwavering support and perseverance, is truly inspiring. โฆ
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134: Character Matters Part 1: Understanding Community Property in Divorce and Estate Planning
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11:27
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Did you know that in California, any property acquired while married is considered Community Property? This means that, regardless of who bought it, the ownership is split 50/50 in the case of divorce. It also means that if you die without valid estate planning documents, your spouse automatically receives 100% of the ownership. If weโre talking abโฆ
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Real estate deals donโt always work outโฆ. The giant $10 billion dollar Starwood commercial real-estate fund is scrambling to escape an imminent cash crunch. It's being caused by the long line of investors who want their money back. A Wall Street Journal report on what can go wrong in real estate in the Market Intel segment, then weโll talk about thโฆ
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Daily IQ Retirement Brief 5/21/24
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Explore hot topics in estate planning for 2024 with expert as he delves into CCA 202352018, grantor trusts, gift tax implications, and QTIPs. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best praโฆ
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#194 | ๐๐ผ๐ฒ๐ ๐ ๐ ๐๐ฅ๐ ๐๐ณ๐ณ๐ฒ๐ฐ๐ ๐ ๐ฒ๐ฑ๐ถ๐ฐ๐ฎ๐ถ๐ฑ?
2:40
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2:40
#194 | ๐๐ผ๐ฒ๐ ๐ ๐ ๐๐ฅ๐ ๐๐ณ๐ณ๐ฒ๐ฐ๐ ๐ ๐ฒ๐ฑ๐ถ๐ฐ๐ฎ๐ถ๐ฑ? If you have an IRA, will that impact your qualifying for Medicaid? Can they take your IRA? We say this a lot, but it depends. On what exactly and how you can protect yourself, is the subject of this short video. -- Weโre here to help you learn more! Please comment and let us know if you found this additional knowโฆ
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It's a Larry Kudlow Monday! Today on Mastering Money we feature a special podcast edition of Larry Kudlow's terrific nationwide podcast. Having served as an economist in two presidential administrations--Ronald Reagan and Donald Trump--and having been an 'A-list' commentator on the two top business stations--CNBC and Fox Business--Larry's insights โฆ
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Daily IQ Retirement Brief 5/20/24
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#193 | ๐๐ผ๐ ๐ ๐๐ฐ๐ต ๐ถ๐ ๐ถ๐ ๐๐ผ๐ฟ ๐๐๐๐ ๐ญ ๐ฌ๐ฒ๐ฎ๐ฟ?
1:59
1:59
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#193 | ๐๐ผ๐ ๐ ๐๐ฐ๐ต ๐ถ๐ ๐ถ๐ ๐๐ผ๐ฟ ๐๐๐๐ ๐ญ ๐ฌ๐ฒ๐ฎ๐ฟ? How much could a ๐ ๐ฒ๐ฑ๐ถ๐ฐ๐ฎ๐ถ๐ฑ ๐น๐ถ๐ฒ๐ป be after just one year? There are some varying factors, but the average amount might just shock you! ๐๐๐๐ฒ๐ ๐ฃ๐ฟ๐ผ๐๐ฒ๐ฐ๐๐ถ๐ผ๐ป ๐ฃ๐น๐ฎ๐ป๐ป๐ถ๐ป๐ด may be more crucial than you think. -- Weโre here to help you learn more! Please comment and let us know if you found this additional knowledge useful toโฆ
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Are you waiting for hotel prices to come back down in time for traveling this year or next? It probably wonโt happen, says the Wall Street Journal. Labor has gotten too expensive under Bidenomics. Hotels will collectively pay $123 billion in compensation this year, more than ever. A fascinating report in the Market Intel segment then weโll talk aboโฆ
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Daily IQ Retirement Brief 5/17/24
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#192 | ๐๐ผ๐ ๐ช๐ถ๐น๐น ๐ ๐๐ป๐ผ๐ ๐ถ๐ณ ๐'๐บ ๐ถ๐ป ๐ฎ ๐ช๐ถ๐น๐น?
3:31
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#192 | ๐๐ผ๐ ๐ช๐ถ๐น๐น ๐ ๐๐ป๐ผ๐ ๐ถ๐ณ ๐'๐บ ๐ถ๐ป ๐ฎ ๐ช๐ถ๐น๐น? Are you a beneficiary? How do you know if you're listed in a Last Will and Testament? Who should you ask? What if someone has already passed away? -- Weโre here to help you learn more! Please comment and let us know if you found this additional knowledge useful to youโฆand plus, it would be awesome if you wouโฆ
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Happiness in Hard Work: The Passion Hypothesis
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Join Jacob as he is joined by Adam Spector, a father, partner, multi-time business founder and investor. In this week's episode we face the task of finding joy and balance between life and career. Is it better to love what you do from the start, or become so good at something that you can't help but derive joy and passion from it? Adam helps us to โฆ
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Dividend stocks lack the wow factor of buying in early on a Google or Nvidia, but reinvesting dividends paid to you in cash every ninety days, has been among the most reliable ways to produce long-term gains for many top investors throughout the world. Warren Buffett and Peter Lynch both favored dividend growth stocks. Weโll dig into Dividend invesโฆ
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Daily IQ Retirement Brief 5/16/24
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Tax season may be over, but that doesn't mean we're done tax planning. Jennifer Kohlbacher, director of wealth strategy, joins Michael MacKelvie, wealth advisor, to share the importance of year-round tax planning and what you should be thinking about.By Mariner
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