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ACTEC Trust & Estate Talk

The American College of Trust and Estate Counsel | ACTEC

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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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Are you a resident of Toronto or the Greater Toronto Area or planning on moving here? Whether you’re a homeowner, tenant, investor, or first time buyer - TR talks will give you weekly updates on their insight and honest opinions on the ever changing real estate industry. Consistently in the Top 0.5%-1% of Realtors across the GTA , out of approximately 75,000, your hosts, Team Rajpal bring you 50 years of collective experience to discuss market stats, tips and tricks for navigating the market ...
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My AZ Lawyers is a full-service law firm based in Arizona that specializes in providing legal services to individuals and businesses across the state. The firm has a team of experienced and dedicated attorneys who are committed to provide top-quality legal services to all clients. My AZ Lawyers offer a wide range of legal services including bankruptcy, family law, criminal defense, immigration, estate planning, and personal injury. My AZ Lawyers 1731 W Baseline RD #101 Mesa, AZ 85202 (480) 4 ...
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The Only Real Estate program that is committed to helping Real Estate agents close more deals without spending tons of money on training, lead generation, or marketing. Learn the ins and outs of the industry from some of the most qualified coaches in the world. Get access to courses and training, live training every day, our exclusive lead generation strategies, an integrated CRM platform, and a unique revenue stream model. Join 100's other agents and start your journey to a successful Real ...
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Join our community and get access to our free ecourses - theWealthElevator.com/club Follow 'The Wealth Elevator' as it guides you on a journey toward financial freedom. Witness our heroic transformation from humble beginnings, buying small rental properties, to becoming a general partner with over 2.1 billion in assets. Learn about our three-step system to wealth-building, including stepping into the world of alternative investments, unlocking passive income and mastering the art of infinite ...
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Directed IRA Podcast

Mat Sorensen and Mark Kohler

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A show dedicated to educating and informing self-directed IRA and 401(k) investors on strategies, investments, legal structures, tax rules, and pitfalls. Hosted by tax lawyers Mat Sorensen and Mark Kohler who are also co-founders of Directed IRA & Directed Trust Company (https://directedira.com) where they have provided self-directed accounts for thousands of customers. They cover and discuss Roth IRAs, solo(k)s, prohibited transactions, real estate, start-ups, notes, PPMs, PE/VC Funds, UBIT ...
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The Capital Raiser Show is a podcast where people can learn best practices for raising private money for multifamily syndication and other real estate investments. We will interview successful syndicators and ask them how they raised for their deals, what strategies they implemented and what psychology they used. Guests will include multifamily syndicators, real estate investors and securities lawyers.
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The Property Line is a brief and lively discussion of the biggest issues facing the commercial real estate industry. The podcast will deliver insights from Seyfarth’s real estate lawyers and other industry leaders on current market trends and how they impact all facets of commercial real estate.
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Join Rob Golfi, Sales Representatives with ReMax Escarpment Realty, as he discusses real estate, offers advice and answers questions for the Golden Horseshoe (Hamilton, Niagara, Grimsby, St. Catharines, Burlington, Welland, Ancaster) and Toronto areas.
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Future Focused: Sophisticated Estate Planning

Wiggin and Dana LLP's Erin Nicholls and Michael Clear

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Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nic ...
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Welcome to Passive Investor's Playbook, a podcast for those who are looking to make smart, passive investments without sacrificing time and energy. In each episode, we sit down with successful people from medical professionals to professional athletes, IT professionals to lawyers, engineers to military, who have entered the world of real estate investing. Our guests share insights on why they started investing in real estate. We talk about what makes real estate a great investment to build w ...
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The Passive Income Attorney Podcast

Seth Bradley | Lawyer, Investor, Speaker, Founder

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Discover the secrets and strategies of the ultra-wealthy. End the cycle of trading your time for money so you can make money while you sleep. Start living the good life on your own terms. Your host, attorney, Seth Bradley will share his experience and journey to guide you through the world of alternative assets.
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Join a group of renegade attorneys as they dive in to the latest cases and statutes; discovering how they affect our day to day lives. Explore the facts. Ask a question or contact the Josh and the team at (800) 659-1186 or visit JudicaCounty.com Sponsored by Whitaker & Hamer, PLLC. www.wh.lawyer • (919) 772-7000
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Welcome to The Real Estate Law Podcast, where we present enlightening discussions that effortlessly unite the worlds of real estate and law, featuring entertaining conversations with industry insiders and experts. Hosted by Jason Muth from Straightforward Short-Term Rentals and Attorney / Broker Rory Gill, recognized as one of Boston Magazine's Top Lawyers, our podcast brings together top advisors and real estate professionals from across the country. Join Jason and Rory as we explore a wide ...
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Elder Law Report

Greg McIntyre, J.D., M.B.A.

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Keeping seniors and their families informed and up to date on estate planning, elder law and other matters. We help seniors navigate the legal maze of aging in America.
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Learning from the Best in Real Estate Business and Beyond. I love talking to successful people, and asking them for advice and tips on business and life. I'm very blessed to have an amazing network. They say your Network is your Net Worth, and it's true. If you want to learn more from these successful people, listen in. Learn more at www.yonahweiss.com
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The Marketing Lawcast

Jennifer Goddard & James Campbell

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Driving Success for Lawyers in Estate Planning, Elder Law and Special Needs A growth acceleration podcast for attorneys to scale their firms to seven figures and more ... with host Jennifer Goddard. of Integrity Marketing Solutions. Featuring interviews with leading legal professionals, financial and growth mindset experts, and providing marketing tips and hacks to grow your law firm, drive leads and close more business at premium fees.
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Financial literacy is not emphasized enough for professionals during training, leaving many unprepared as they begin their careers. The topics covered in beyond MD apply to all professionals, including medical students/residents and practicing physicians. This podcast is led by radiologist Dr. Yatin Chadha and guided by expert analysis. Each episode, Yatin interviews accountants, lawyers, brokers, and advisors to heighten awareness on important topics, such as professional corporations, hold ...
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Ex-it Strategy

New Direction Family Law Firm

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Your no bullsh$t guide to divorce with experienced attorneys from New Direction Family Law and guests and professionals who have been there. Unfiltered discussions to help you move from victim to victorious and from bitter to better.
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RAMPF/EICHNER

Avvocati und Rechtsanwälte in Kooperation

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"RAMPF/EICHNER Avvocati und Rechtsanwälte in Kooperation" is a consolidated cross-border cooperation between Avv. RA Marco Rampf and Avv. RAin Dr. Susanna Eichner as well as their team of fiduciary professionals, providing legal and tax advice in German and Italian corporate law, compliance, business and contractual law, real estate, tax, inheritance and family law. Enjoy our podcasts with a new episode in Italian, German or English language (as the case may be) every 2 weeks! If you wish to ...
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Dive into the world of law with 'Weekly Docket,' hosted by Silberman Law Firm's Phil Silberman. Get the latest on landmark cases, practical law, and a unique perspective on the legal landscape. Join us for a weekly exploration of law like you've never heard it before.
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Valuation Podcast .com - A video and audio podcast on all topics concerning business owners and valuations. Melissa Gragg is a business valuation expert in St. Louis and the host, she interviews CPAs, company valuation experts, testifying experts, marketing experts, divorce expert witnesses, estate planning experts, management consulting experts, strategic planning experts, business lawyers and covers business topics pertaining to company owners and attorneys. http://www.ValuationPodcast.com ...
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Welcome to Law Talk with the Flock by Goosmann Law Firm! Do complex legal issues hold you back, preventing you from meeting your goals? Let’s get energized and bring clarity to your top legal questions. We are here to help you win disputes, protect your wealth, and spend time on what’s worth it. Our episodes address topics from business deals, complex litigation, finance, employee issues, divorce and family matters, estate planning, and real estate. Jeana Goosmann, CEO, Lawyer, Author, and W ...
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Listen to MacMillan Estate Planning's regular podcasts, as featured on CHQR's Talk to the Experts, to understand all the ins and outs of estate planning to effectively safeguard your significance. MacMillan Estate Planning offers a holistic approach to estate planning with all the people, processes, and technology that you need to plan your estate – either in person or virtually. Our team of lawyers, accountants, financial planners and counsellors offer a refreshing alternative to the banks, ...
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The Great Trials Podcast

The Great Trials Podcast

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The Great Trials Podcast offers a series of laid-back, casual conversations with leading trial lawyers, taking listeners "behind the scenes" of America’s greatest trials. Hosted by acclaimed trial lawyers Steve Lowry and Yvonne Godfrey, each podcast episode focuses on one important trial and includes in-depth, insightful interviews with the attorneys who successfully argued the case in front of a judge and jury.
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The Lawyer's Money Show

Todd Whatley and Ian Weiner

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The Lawyers Money Show" is your go-to podcast for mastering the dual arts of law firm management and personal financial acumen. In each episode, our hosts Ian Weiner and Todd Whatley delve into the practical aspects of running a successful legal practice, from optimizing operational efficiency to innovative client engagement strategies. We also zoom in on the personal financial management of law firm owners and partners, offering insights on wealth building, tax planning, and retirement stra ...
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In Dishin' Dirt with Gary Pickren, South Carolina Real Estate Attorney/Broker/Instructor- Gary Pickren discusses important, timely and relevant topics for South Carolina real estate agents. He covers topics such as "wholesaling", seller disclosure, video marketing, repair addendum, RESPA and much more. All topics are either related to real estate or agency law, marketing or real estate agent best practices. Gary also brings a touch of humor to each podcast with his funny Corona Closing Crazi ...
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Too often, hard working high performers find that the structure of their investments not only cause liability, but also create tax issues, and it is my job as a lawyer to ensure that is never the case. Each week I will provide the tools, tips, and strategies to create maximum wealth in real estate and other investment areas, as well as interview some of the most successful people that have created their own path to legacy wealth. I help people learn how to protect their assets AND grow their ...
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Are you a software, telco or pharma sales exec? What about consultant, doctor, lawyer or just about any other high paid, super busy, time deprived professional looking for financial freedom via long distance real estate investing in U.S. based real assets? You can continue with your job while you build your education as well as your passive income streams... Each week, you can learn from real life experts and Main Street investors on how they're making positive strides so that you can do som ...
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Computerlaw Group LLP (www.computerlaw.com) provides strategic, knowledgeable, and effective business and intellectual property protection, licensing and litigation services to Internet, e-commerce, computer software, hardware and other high-tech businesses, teams and industry professionals throughout California, nationally and around the world. CLG produces THE VALLEY CURRENT as a way to keep its worldwide clients, co-counsels, colleagues, and friends aware of developments in Silicon Valley ...
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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. Valerie’s natural care-giver ten ...
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As a full service law firm based in Newcastle upon Tyne, Sintons solicitors provides first class legal advice across a wide range of legal services to businesses, organisations and individuals in North East England, throughout the UK and further afield. Our vision is to consistently set the standard for legal excellence and to be the law firm of choice for all our clients. Our solicitors take real pride in what they do and how they do it, delivering an outstanding service at a sensible price ...
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"The Unorthodox" is a podcast that challenges the status quo and encourages listeners to think outside the box. Hosted by lawyer and creative Ssekabira from Uganda, this show delves into a variety of topics, from business, legal and social issues, to personal growth and creative expression. Ssekabira believes that while reading is an important and valuable skill, it is through conversation that we truly learn, connect and exchange ideas. Tune in for engaging conversations, fresh insights, an ...
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Tune in each week as Diana Lidstone shares business strategies, tips, and resources so you can work less and profit more. This business podcast is for established business owners who want to stop being the Chief Everything Officers ... but still want to make more money! The truth is....business owners who earn 10x more DO NOT work 10x harder. Diana coaches her clients to go from low 6-figures to 7-figures and beyond using her results-driven framework. Whether you're a financial advisor, lawy ...
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City of Ghosts

Storytellers Ink | Realm

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Eleanor "El" Rivkin is a misanthropic information broker who grapples with a tangled web of corruption, murder, and her own mysterious abilities in 1990s New York City. Starring Brigette Lundy-Paine (Atypical), Erin Darke (Mrs Maisel), Moises Airas (Hannah Montanna), Rich Sommer (Mad Men) and Kevin Pollak (A Few Good Men). Created by Carina Green and Ryan Patch.
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Dr. Grace Yum has quietly become one of the highest profile pediatric dentists in Chicago and beyond. She is in a small pool of less than 5% of all dentists who become certified in pediatrics. She also founded and built Yummy Dental and Orthodontics for Kids into a leader in its category. In this Podcast, Dr. Yum shares pearls of wisdom based on her experience that are designed to help moms be successful in their medical careers and in their lives more broadly. She interviews a rotating cast ...
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Unlock the secrets to savvy investing with Todd Whatley and me, Ian Weiner, as your guides through the often opaque world of alternative investments. Today's episode is a goldmine for attorneys looking to navigate the complexities of private equity, private credit, and real estate. We shed light on the allure of these opportunities, while also stre…
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2 Million Followers on Social Media - Really, There's a Way to Do It! Meet Paige Sparks of the Sparks Law Firm. Perhaps you already know about this savvy employment law attorney. Paige has produced numerous posts on TikTok about a wide variety of topics; however, most of her topics relate to employment law issues. Her appealing disposition, likeabl…
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In this podcast, I'll be sharing some of my strategies on how I successfully worked with divorce lawyers!! I'm excited to dive into a topic that's often overlooked in the real estate industry. As a seasoned real estate professional, I've had the privilege of building successful partnerships with divorce lawyers, and in this video, I'll be sharing s…
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Going Long Podcast Episode 414: Big Company Execs Side-Hustle Struggles - 5 Actions to Ease the Pain ( To see the Video Version of today’s conversation just CLICK HERE. ) In today’s brand new SOLO episode, you’ll learn the following from Billy himself: [00:22 - 01:06] Billy welcomes us to another brand-new solo episode. [01:06 - 14:10] Billy sets o…
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Welcome to the Golfi Real Estate Show! Join us for the latest in real estate insights and news. In this episode Rob Golfi discussed: Homeowners may overestimate the value of their homes due to emotional attachment Strategies for optimizing the timing of listing properties to attract potential buyers, particularly from the Greater Toronto Area (GTA)…
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What is Futurestay? Well co-founder and CEO Philip Kennard, helps give a better understanding of how the platform helps with short-term rental management. Making it as easy as possible to do things right, and take the step to do the next thing right. Commenting on the partnerships they’ve made with Airbnb, Vrbo, Google Vacations, and others. How, e…
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Avery Carl is the CEO & Founder of The Short-Term Shop. Avery Carl was named one of Wall Street Journal's Top 100 and Newsweek's Top 500 agents in 2020. She and her team at The Short Term Shop focus exclusively on Vacation Rental and Short Term Rental clients. Avery has sold over $300 million in Short Term/Vacation Rentals since 2017. An investor h…
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On this edition of Judica County Radio our hosts Josh Whitaker & Joe Hamer managing partners at whitaker & Hamer Law Firm hit the latest legal headlines. Michigan school shooter's parents charged and sentenced, Arizona abortion ban of 1864 reinstated, and the importance of estate planning. Q&A this week also centering around estate planning and wil…
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I'm thrilled to host Ali Spinner, one of Canada's most trusted voices in tax, on the implications of the proposed hike in the capital gains inclusion rate. Discussion Points: - Tax 101 & What happened to the capital gains inclusion rate (0:55) - Numerical example with 100K capital gains (5:51) - Has tax integration been violated? Where should we ho…
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The Lawyer Stories Podcast Episode 179 features Christine Han, Managing Attorney at Han Law Group, LLC focusing on Family Law, Immigration Law, and Criminal Law in Colorado. We hosted Christine on Episodes 27 & 83 and learn how her law practice has grown since our prior discussions. Christine tells us that her firm has a promise – no surprises, no …
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Join Phil Silberman and Austin Black in Episode 14 of the ‘Weekly Docket’ as they delve into the latest legal news and practical law insights. In this episode, explore the trademark clash between Jellyroll the wedding band, and Jelly Roll the country artist, Florida's controversial ban on Chinese homebuying, and unravel the complexities of estate p…
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Some of the biggest wealth transfers the world has ever seen are happening right now and a select few are going to profit the most from it. Elon Musk is on track to become the world’s first trillionaire by 2028, and there are more people right behind him poised to achieve this monumental monetary achievement in the next 10-15 years. What do we do w…
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As many states continue to ease regulations and the Food and Drug Administration considers moving cannabis to Schedule III, commercial real estate is increasingly buzzed with interest in properties for use by cannabis businesses, from agricultural land and warehouses to retail spaces. Despite this seemingly abundant opportunity, investors currently…
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Speed beats everything. Cheers to freedom. Full Episode | EP 86 | How to Protect, Grow and Multiply Your Wealth with Hunter Thompson CONNECT | SETH BRADLEY: Get Started | Download The Freedom Blueprint: http://www.attorneybydesign.com Subscribe and Leave a Rating and Review: Apple: https://podcasts.apple.com/us/podcast/the-passive-income-attorney-p…
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#179 | What Should the Snowbirds Do? Are you a snowbird? Do you live in one state but own properties somewhere else? Do you need multiple Trusts? Don't worry. It's not as complicated as you might think! # | TITLE -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it wo…
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Dr. Suzanne is the Lead Doctor of a thriving Dental Partnership Organization practice and serves as the CFO of Apex Payment Solutions, one of the fastest-growing merchant services companies in the dental field. She has dedicated her career to serving the dental community, serving as faculty at Indiana University Dental School and as the clinic dire…
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Welcome to the Golfi Real Estate Show! Join us for the latest in real estate insights and news. In this episode Phil Golfi discussed: Leon's Furniture's plan to build 4000 homes around its Toronto headquarters The need for creative solutions to address the housing crisis Subscribe for updates and follow us on Instagram, Facebook, LinkedIn, Twitter,…
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Welcome to TR Talks Real Estate, where we dive deep into the dynamic world of the Toronto and Greater Toronto Area Housing market- from market trends to insider tips.In this episode, we talk about staging and its impact on home sales. Is it truly the ultimate secret to selling your house in any market, or just one piece of the puzzle? Join Geeta an…
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LISTEN, BELIEVE, SUPPORT - JUDGE MICHAEL BURTON AND EMA REMTULA HELP VICTIMS SURVIVE AND THRIVE Often we go about our daily lives without ever considering whether those closest to us might actually harm us... but sometimes, we are exposed to issues of people in our community facing overwhelming feelings of hopelessness and fear... fear of people in…
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If you're considering becoming a sponsor for a syndication or equity fund, you'll want to understand the differences between using a Limited Liability Company (LLC) or a Limited Partnership (LP) as your entity structure. Two decades ago, LPs were the norm, but today, most sponsors opt for LLCs. There are three main distinctions to consider: taxatio…
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Quick Take - (Full Episode - #92 - Link Below to Full Episode) We have an excellent discussion with the Founder and CEO of Rent To Retirement, Zach Lemaster, a licensed optometrist and Air Force veteran who retired early from his career in medicine to be a professional real estate investor by strategically focusing on markets that maximize cash flo…
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Yvette talks with an extraordinary therapist/counselor with a passion for international social work. Nancy is now opening up her own private practice after retiring as the Director of Student Counseling at Princeton Theological Seminary. As a graduate of Stanford University, Princeton Theological Seminary, and Council for Relationships in Philadelp…
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A staggering 91 percent of consumers still believe that a real estate agent is essential to navigating through a real estate closing. This is the only evidence that you need to understand how to craft and deliver your value-add proposition. It also means this is why perfecting your value-add should mean business as usual for you despite the NAR set…
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Going Long Podcast Episode 413: High-Paid Execs: Stop Fearing Getting on Planes ( To see the Video Version of today’s conversation just CLICK HERE. ) In today’s brand new SOLO episode, you’ll learn the following from Billy himself: [00:22 - 01:13] Billy welcomes us to another brand-new solo episode. [01:13 - 14:06] Billy talks to us about how even …
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Webinars: the digital graveyard for marketing, or an untapped goldmine for your law practice? Dispel the myths with me, Jennifer Goddard, as I dissect why your firm's future might just hinge on mastering the online arena. This episode is not your run-of-the-mill pep talk; it's the revelation of a St. Louis law firm's whopping 62% revenue surge, ach…
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In this episode of Law Talk with the Flock, host Jeana Goosmann, a CEO, Lawyer, Author, and Woman Business Owner discusses the RED Philosophy from her book Worth It: Ready. Execute. Deliver. Listen now to learn how she uses this philosophy in business and the law. How to get READY in business and the law Importance of goal setting How to EXECUTE in…
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#178 | Do I Pay Capital Gains if I Sell My Vacation Home? If you sell a vacation home that wasn't your primary residence, then you will likely pay capital gains. Why and how does it work? We give you a quick break down, with some specific examples to help you crunch your own numbers. -- We’re here to help you learn more! Please comment and let us k…
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If you are looking to move to Costa Rica, understanding the best way to find a long-term rental, buy/rent a car and how to move here with or without residency is vital. We talk to Ana Brenes, Relocation and Investment Specialist at Costa Rica Investments, about her experiences with clients. Free Consultation: https://meetings.hubspot.com/jake806/cr…
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Unlock the synergy of diverse legal expertise as attorneys Jordan Bentley and Jane Dearwester join our McIntyre Elder Law team, bringing a unique blend of knowledge to the table. Prepare to be enlightened by Jordan's family law finesse and Jane's real estate acumen, as they reveal how these skills fortify our elder law services. In this episode, yo…
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In this episode of our podcast, our expert Arizona Bankruptcy Attorneys delve into the crucial topic of exemptions when filing for bankruptcy. Discover how these exemptions can work to your advantage with the right legal counsel guiding you through the process. When dealing with exemptions in bankruptcy filings, understanding the complexities can b…
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Welcome to the Golfi Real Estate Show! Join us for the latest in real estate insights and news. In this episode we discussed: When Will Rates Come Down: Are the interest rates coming down New Foreign Homebuyer Tax: What the potential impacts will be if the Foreign Homebuyer Tax will be if its implemented as planned in 2025 Subscribe for updates and…
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Welcome to the Golfi Real Estate Show! Join us for the latest in real estate insights and news. In this episode we discussed: 🔍 Market Predictions: Market predicitios 🏡 Property Pricing Strategy: What the potential impacts will be if the house isn't given the proper exposure 🏢 Developer Incentives and Parking Issues: What this might mean for other …
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Welcome to the Golfi Real Estate Show! Join us for the latest in real estate insights and news. In this episode we discussed: Meeting Ryan Serhant: Real Estate tycoons rub elbows in New York City Square Foot Lawuits: What the potential impacts will be if the house isn't advertised or sold with the correct information Consequences of Misinformation:…
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Raising capital for your syndication deal or investment fund can be a challenging endeavor. But one effective strategy is to host an event. The key, however, is not to make the event about your offering. Instead, focus on providing value and addressing topics that would interest potential investors. For example, if your investors are tied to the re…
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A law professor offers insights into the risks, rewards, duties and ethical considerations of lawyers using AI in their T&E practices. 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 practice a…
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We have an exceptional guest on the show today - the one and only Avery Carl! Whether you're just getting started or growing an established short-term rental portfolio, you won't want to miss this insightful conversation with one of the industry leaders in the STR space. As a published author, conference speaker, and operator of rental properties a…
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Interview with Ken Honda, a renowned Japanese financial author who has sold over 9 million copies of his books. The discussion covers the mindset of money, happiness with one's financial situation, and identifying money personality archetypes. Additionally, the speaker talks about examining family dynamics around money, especially when raising chil…
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Unlock the full potential of your law practice with our transformative 90-day sprint program! Todd Whatley and Ian Weiner, promise to guide you through the labyrinth of firm management, offering unparalleled insights into financial operations, insurance, and retirement plans that will catapult your legal career to new heights. As attorneys, you're …
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Are your finances dressed in their best suit, or are they loitering in legal limbo? As legal professionals, Todd Whatley and Ian Weiner lead you through the labyrinth of financial planning where the stakes are as high as courtroom drama. We crack open the case files on why a detailed look at your tax returns is the secret weapon in building a perso…
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Unlock the secrets to financial prowess with yours truly and expert Todd Whatley in our revealing chat on the Lawyer's Money Membership. Designed specifically for attorneys, this program promises a treasure trove of tools to shore up your financial well-being, from DIY planning resources to personalized investment strategies. We sift through guides…
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Unlock the keys to mastering your financial future and avoiding common wealth management traps with our latest discussion, tailored specifically for attorneys. Ian joins me to dissect the vital reasons why complete financial transparency, right down to sharing tax returns with your planner, is not just beneficial but essential in creating a solid f…
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What happens when a business coach and a copywriter get together? They have fun sharing about what makes content creation easier and more effective. Rachel Eubanks and I bonded on social media over the name of a book we both love – Obviously Awesome and this led to us talking about: What makes content writing/copywriting more effective Why email is…
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Episode Summary: In this episode of the New Direction Family Law podcast, hosts Sarah Hink and Jenn Bordeaux are joined by Elizabeth Barbour, a seasoned life and business coach with 24 years of experience, and the author of "Sacred Celebrations: Designing Rituals to Navigate Life's Big Transitions." Coming from Asheville, North Carolina, Elizabeth …
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Going Long Podcast Episode 412: The Problem Your Side Hustle Creates With Time, And What to Do About It ( To see the Video Version of today’s conversation just CLICK HERE. ) In today’s brand new SOLO episode, you’ll learn the following from Billy himself: [00:22 - 01:13] Billy welcomes us to another brand-new solo episode. [01:13 - 14:06] Billy tak…
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Over 17 weeks, we will be studying advanced Capital Raising techniques as taught by Richard from all his experiences at the Family Office Club. If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com Discount Code : capitalraiser Get The Family Office Club membership for $2,000 off by mentioning…
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#177 | What is the Best Trust for ME? Real Life Scenario: She's a Widow with adult children and a paid-off home. What do you think is the BEST TRUST for her at this point in her life? The answer might not be what you think. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and …
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For a brief moment in time, astronomers were able to safely study the sun’s corona simply because it was in the perfect spot at the perfect time. As awesome as it was for us to watch, no major news organization mentioned how unbelievable it was that this happened in an ever-expanding universe. There are many things reported to us that we tend to ta…
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