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McGuireWoods is thrilled to announce the launch of a new podcast hosted by Steve Murphy, chair of the firm’s private wealth services practice group. “Legacy Planning, Once Removed” explores estate planning and provides steps for the management of wealth throughout life and upon death. Steve showcases meaningful ways to pass wealth on to others and accomplish donors’ financial short- and long-term goals. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficia ...
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Hosted by Lea Smith, the Financial Legacy podcast explores non-profits, entrepreneurship, youth development and financial literacy through engaging with today’s top leaders. When it comes to sharing knowledge, “Nothing’s off Limits with Lea.” Learn more at https://missionmatters.com/author/lea-smith
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Tune in to the Real Estate Investor Podcast for best in class investing practices from real estate experts! Your host, Gary Lipsky, has more than 30 years of operations and management experience and over 20 years in real estate investing worth over $1/4 Billion. He talks to leading experts to discuss a wide range of subjects to educate investors on how to build legacy wealth and positively impact communities.
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We recognize genius wherever it exists, and if you’re known by the company you keep, we are proud not only to spotlight the women that are part of Rockefeller Capital Management’s unique network, but in that same spirit, to welcome our brilliant listeners. Genius Loves Company is a series featuring women who are seasoned leaders and their inspiring insights and perspectives. In candid conversations, our guests share how different life experiences, priorities, and values have led them to pers ...
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Join Jacqueline Campbell and Dr. Anthony Chan on the "Legacy Lessons with JaQ" Podcast for empowering conversations and connections with today's top thought leaders and innovators. This podcast will have a little bit of everything from conversations about money and finances to philanthropy. From entrepreneurship to women's empowerment. From supporting vulnerable communities to leadership secrets. Whatever the specific focus of the day, you can always expect to experience motivation, educatio ...
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Welcome to the world's longest-running, DAILY commercial real estate investing podcast hosted by Joe Fairless. Joe went from buying $35,000 single-family homes to controlling over $1,900,000,000 worth of large apartment communities in under a decade. Commercial real estate is a compelling investment option, but knowing where to look and who to listen to can be overwhelming — especially when your money and legacy are on the line. The Best Real Estate Investing Advice Ever Show provides commer ...
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Weekly ideas for generating income from dividend securities and selling options premium.
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Dive into the essentials of wealth management with Ian Weiner and Todd Whatley on Wealth For Generations. This podcast brings you concise, expert insights on investment strategies, retirement planning, Estate Planning and financial well-being. This dynamic team of a Certified Financial Planner and Certified Elder Law Attorney are perfect for anyone from beginners to seasoned investors, our episodes focus on empowering you with the knowledge to make informed financial and estate planning deci ...
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Money and Me Financial insights that add to your wealth. Money and Me (https://moneyandme.pgimindiamf.com) (https://moneyandme.pgimindiamf.com/) is an investor awareness initiative by PGIM India Mutual Fund. From Gen Z to retirees, the website offers tailored insights for each persona to help you save, manage household budget, secure your family through insurance and invest as per your life goals. We aim to help investors to take financial decisions, pursue their passion, and achieve their l ...
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Welcome to the Retirement Road Map by SHP Financial—a 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, CFP® CIMA®, 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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Are you prepared to break free from the conventional notions of luxury and wealth and elevate a legacy that will be preserved for generations to come? Welcome to Beyond Wealth: Innovating for Life Elevation. Unlock the secrets to managing and growing family wealth while preserving legacy. In each episode, we bring you cutting-edge strategies and expert insights on topics like asset management, tax planning, family governance, and innovative philanthropy. Jonathan Fishbeck, Founder and CEO of ...
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Welcome to Mitlin Money Mindset® wiith your host, Larry Sprung, CFP®, Founder and Wealth Advisor at Mitlin Financial Inc®. With over 20 years of experience as an entrepreneur in the financial services industry, Larry thrives to help you achieve your goals while finding JOY in the journey. Each week, he'll go deep with engaging guests who provide tangible takeaways and a whole lot of JOY along the way. Here, we don't just talk about money; we celebrate it as a catalyst for JOY and possibility ...
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Absolute Trust Talk is your navigational compass that brings together the business of trusts, estate planning, and aging – your home base to find the knowledge you’re seeking on what lies ahead. With over 27 years of experience, Kirsten has seen her 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 her vast expertise and experience to a new level, Absolute Trust Talk host K ...
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Welcome to Real Estate Lowdown, the ultimate podcast that will transform the way you think about real estate investing. I'm your host, Bill Bymel, CEO of First Lien Capital and author of the bestselling book, Win Win Revolution: An Insider's Guide to Investing in the Secondary Mortgage Market. Real Estate Lowdown is not your typical scripted podcast. We're all about unscripted, engaging, and informative conversations that will leave you hungry for more. Join me as I sit down with savvy, seas ...
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Money and Me Financial insights that add to your wealth. Money and Me (https://moneyandme.pgimindiamf.com (https://moneyandme.pgimindiamf.com/) ) is an investor awareness initiative by PGIM India Mutual Fund. From Gen Z to retirees, the website offers tailored insights for each persona to help you save, manage household budget, secure your family through insurance and invest as per your life goals. We aim to help investors to take financial decisions, pursue their passion, and achieve their ...
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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Today, Enterprise Technology is both Strategy and Global. On CIO Talk Network (CTN), Business IT Thought Leaders from around the globe share their experience and discuss how they are partnering with business to innovate and help grow the top line revenue, better care of customers, and improve the corporate bottom line. If you want to keep up with changes in technology and how it can be leveraged to maximize business potential, listen to CTN: CIO Talk Network
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Welcome to the Return On Lifestyle podcast host by Paul D'Abruzzo. Paul is the leader of the Expert Investor Team, an Industry Leading Investor-Focused Realtor & Sales Team, a regular industry Speaker & Goals-Oriented Coach. Based out of Rock Star Real Estate, a brokerage well known in Ontario in Real Estate Investment education and sales, Paul and his team specialize in the Acquisition and Sale of Investment & Development Grade Property in Southern Ontario. Together with his wife, Paul D’Ab ...
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Jordan Taylor, a financial planner from Tulsa, Oklahoma, answers your questions on financial management. Jordan helps families make wise money decisions from generation to generation from asset management to retirement planning. You can always find Jordan at JTtulsa.com or give him a call at (918) 631-7350.
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The Today's Wills & Probate Podcast will speak to some of the industry's most influential people and those at the forefront of innovation. Listeners will have the opportunity to pick up key business insights, gain valuable knowledge and ask questions to guests.
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Hosted by Jeffrey Bellomo, Esq., CELA, LLM, and over 20 years of experience practicing in estate planning. We’ll discuss all things Estate Planning and Law. Our mission is to help educate so that what happened to the Bellomo family doesn’t happen to you. We hope to answer your most burning questions and support you with a solution to estate planning that works for you and your loved ones.
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Limited Partners Club, ‘LPC’ is a members-only community for individual investors. We meet regularly, both in-person and online, to establish networks, share insights, and discover opportunities. We established the club to bring together private-sector investors to tackle subjects like wealth creation, capital preservation, and legacy. Whether you are a seasoned LP or new to the game of passive income from private investments, join our community of like-minded members. Learn more at limitedp ...
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net present value explores the intersection of money, meaning, our impact and the legacy we create. NPV is a journey at the edges of climate, carbon, nature, biodiversity, ecosystems, web3, ReFi, social impact, wealth, philanthropy, media, art, finance and more. Hosted by TMO (aka Thomas Morgan, CCIM) who is relentlessly focused on regenerative finance, value exchanges and incentives in our world systems and how they relate to nature and people. TMO is using his 20 years of commercial and in ...
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For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in th ...
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Value investing is more than an investment strategy — it’s a fundamental way of thinking about finance. Value investing was developed in the 1920s at Columbia Business School by professors Benjamin Graham and David Dodd, MS ’21. The authors of the classic text, Security Analysis, Graham and Dodd were the very pioneers of their field and their security analysis principles provided the first rational basis for investment decisions. Despite the vast and volatile changes in the economy and secur ...
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Welcome to the State of Identity, the leading podcast in the digital identity industry! Host Cameron D’Ambrosi, and the team at Liminal, invite you to join an enlightening and engaging conversation about digital identity, its technologies, and the ever-evolving paradigms that shape our world today. Through candid discussions with the industry’s greatest minds, Liminal explores the most pressing topics in digital identity, cybersecurity, and Fintech, from cutting-edge technologies and innovat ...
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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JF3635: Tax Tips and Asset Protection for Growing Real Estate Investors, and the Importance of 1031 Exchanges ft. D.A. Wilson
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Amanda Cruise and Ash Patel interview DA Wilson, a tax attorney specializing in real estate transactions. They discuss the importance of proactive tax planning and structuring transactions to maximize take-home dollars. They also cover common tax mistakes made by real estate professionals and the benefits of tax incentives such as 1031 exchanges an…
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David talks on how California keeps taking hits by over-regulating and over-taxing big name companies, that end up packing their bags and moving out of state, and why Prospect Capital’s $8B private credit strategy is raising concern.By Retire SMART LLC
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JF3634: From Broker to Tech Innovator: Raising Capital, Navigating Market Cycles, and Investing in High-Growth Corridors ft. Max Gonzales
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Max Gonzales, the managing principal of Geometric RE, shares his background in real estate investing and discusses the importance of understanding the larger capital structuring of deals. He emphasizes the need for a team approach in larger acquisitions and highlights the Feast or Famine nature of the real estate cycle. Max also discusses the impac…
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How can a financial advisor help numerous workers when their massive company shuts down? Should Nebraska mimic Colorado, and enact what supporters call a “Taxpayers Bill of Rights?” Are we entering a similar cycle to 2008? David Brooks has answers to these questions in today’s Q & A episode.By Retire SMART LLC
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JF3633: Using Creative Financing for Short-Term Rentals, Unlocking Tax Loopholes, and Surviving Market Shifts ft. Zeona McIntyre
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Zeona McIntyre, a realtor and investor, discusses her shift to creative financing in the real estate market due to rising interest rates. She explains that creative financing, such as subject-to deals and seller financing, allows investors to take advantage of lower interest rates and tax advantages. McIntyre emphasizes the importance of understand…
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144: Navigating Trustee and Executor Responsibilities: Best Practices and Pitfalls
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When asked to be a family member’s trustee or executor, it’s easy to immediately say yes out of love and a sense of duty. It’s just some paperwork, right? How hard could it be? At Absolute Trust Counsel, we’ve seen the struggles trustees and executors face, particularly when they are family members. The role involves a heavy workload, significant r…
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Angela Mwanza: Scale Your Mountain, Run Your Race - Inside the Journey of a World Citizen and Trusted Financial Advisor
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In the tenth episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office sits down with Angela Mwanza, one of Rockefeller’s leading Private Advisors and Managing Director of Oryx Legacy Partners, her seven-person team based in New York and San Francisco. In a wide-ranging conversation, Angela sh…
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Ep 66. Retire SMART in the "Financial Fast Lane"
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CEO of Martinsen Wealth Management, Lane Martinsen, joins with David in discussion as they compare retirement and tax strategies in their businesses, and how planning has grown more complex over the years.By Retire SMART LLC
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How to ensure timely deliverables are met with a remote team
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Remote workers have a community, culture and require eccentric techniques for motivation. Managing remote teams an be strenuous and leadership should be flexible to achieve maximum results. Customers do not want to know about the challenges, issues or setbacks your organization is experiencing. Failure to meet guidelines are red flags, timely deadl…
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JF3632: Placing Capital in Challenging Markets, Creative Financing in Puerto Rico, and Navigating International Deals ft. Nate Whigham
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Nate Whigham, President of EN Capital, joins Amanda Cruise and Ash Patel to discuss capital advisory work in commercial real estate. Nate shares his expertise in debt and equity placement, particularly in transitional deals that require structured finance. He explains the challenges and opportunities of placing capital in markets like Puerto Rico a…
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061: Questions to Ask When Adding Alternative Investments to Your Portfolio with Mike Prescott
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Alternative investments: Perhaps you’ve heard of them or even dabbled with them in your portfolio. The alternative marketplace has grown rapidly over the past few decades, with no signs of stopping. If you have questions about what they are and how they can add value to your portfolio, we’ve got you covered. We’re excited to have Mike Prescott on t…
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Coffee with Bill: Harnessing Opportunities of Change in the Quest for Excellence
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Join me on this inaugural episode of the "Coffee with Bill" series, where I share personal and industry insights that promise to educate, inspire, and cultivate innovation to accelerate your journey of growing your investment portfolio and generational wealth. In this first episode, I'm reflecting on the inevitability and benefits of change, sharin…
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Ep 65. Responding to Kamala's VP pick, Tim Walz
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David Brooks shares his thoughts on Tim Walz being the running mate as Vice President, for candidate Harris, and why we should not be quick to trust the data that government agencies are putting out, particularly on job surveys.By Retire SMART LLC
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The Future of Women's Hockey with Sadie Lundquist (Ep. 198)
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What does it take for a young woman to make it in the world of college hockey? Join Larry Sprung as he sits down with Sadie Lundquist, Director of Women's Hockey for College Hockey Inc., to explore her inspirational journey from playing small-town hockey to shaping the future of women's hockey at the college level and beyond. Learn about the vital …
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JF3631: Building a $150M Portfolio in a Small Texas Market, Navigating Staffing Challenges, and Boosting Cash Flow ft. Brian Ferguson
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Brian Ferguson, founder of Fergmar, focuses on value-add real estate, long-term holds, and cash flow. He addresses challenges in finding deals and hiring, while committing to veteran support and home ownership initiatives. Brian Ferguson | Real Estate Background Fergmar Based in: Victoria, TX Say hi to him at: LinkedIn www.altunascapital.com www.fe…
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Passing on Values and Life Skills: Lessons From Golf
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On this podcast, Steve talks about the best methods and structures to transfer wealth to ensure that the funds are used for their intended purposes. He also talks about ways to pass along values to beneficiaries or the next generation — values like hard work, humility, responsibility and respect. In this episode, Steve explores how golf (or activit…
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Maximizing Business Value: Expert Strategies for a Profitable Exit and Legacy Planning
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Unlock the secrets to maximizing your business's value with insights from our special guest, Barbara Taylor, a renowned business consultant and broker. In this episode of Wealth for Generations, we promise to equip you with invaluable strategies for prepping your business for sale. Barbara shares her expertise on understanding your business's true …
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JF3630: Self-Managing Your Multifamily Portfolio: Who Should Take the Reins and Who Shouldn't — the Due Diligence Show ft. Slocomb Reed
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Slocomb Reed discusses who should self-manage multifamily portfolios, considering whether real estate is your primary income and your goals. He highlights the control and challenges of self-management and shares personal examples to illustrate its impact. Sponsors: Passive Investing Mastery Apartments.com Bam Capital…
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JF3629: Best Ever Host Ash Patel on Finding High-Value Deals, Timing the Market, and Navigating the Challenges of Commercial Real Estate
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Ash Patel, a commercial real estate investor, shares his journey and insights in this conversation. He stumbled upon commercial real estate after buying a mixed-use building and realizing the benefits of commercial tenants. He has since invested in various asset classes and focuses on high-value add deals. Ash discusses the current market condition…
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JF3628: Turning Underutilized Assets into High-Performing Investments, Lessons from Multifamily Renovations and Hotel Conversions ft. Daniel Casey
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24:19
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Daniel Casey, CEO of North40 Capital, renovates C and D apartments in prime locations to compete with class A properties. He emphasizes affordable, high-quality housing and the advantages of being a local owner-operator. Daniel Casey | Real Estate Background North40 Capital LLC Based in: Tacoma, WA Say hi to him at: www.north40capital.com Instagram…
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David talks on the ‘arms race’ over Big Tech Names splurging to get the latest AI chips, and on how major states are in a chokehold due to the loss of high dollar tax payers.By Retire SMART LLC
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JF3627: Debating Cash Flow vs. Appreciation: Navigating High-Interest Markets and Long-Term Growth Strategies ft. Ian Cruz
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Ian Cruz and Slocomb Reed discuss investing for long-term growth versus cashflow in real estate, focusing on 2024 multifamily opportunities, interest rates, and market volatility. They stress understanding market fundamentals and vetting operators. Ian Cruz | Real Estate Background Partner, ELEV8 Capital Portfolio STR, MTR, LTR, multifamily (Bay Ar…
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What is Project 2025 and are you for it or against it? in today's Q&A episode, David Brooks unpacks this hot button topic that’s sweeping all of the news airways and social media outlets.By Retire SMART LLC
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Analyzing and interpreting fund returns can be a challenge, especially for novice investors. In this episode, Lisa Pallavi Barbora and Ravi Samalad help you understand what compound annual growth rate (CAGR), extended internal rate of return (XIRR), rolling returns and absolute return mean and how to interpret them when looking at your fund’s retur…
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Breaking Down the Global Economy (S2, E6)
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Today we want to break down some critical economic concepts that you hear in the news. This will be a deep dive into the global economy, recession, and inflation with Dr. Chan. Our goal is to lay the groundwork by defining these terms and then go a little deeper before leaving you with a little inspiration. Here’s what we discuss in this episode: 0…
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JF3626: Revolutionizing the Rental Market, Harnessing AI for Landlords, and Pricing with Data-Driven Confidence ft. Anthemos Georgiades
21:39
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Anthemos Georgiades, co-founder and CEO of Zumper, discusses the value of digitizing the rental process and the importance of understanding the needs of both renters and landlords. Zumper serves as a lead generator for landlords, attracting millions of renters to their platform. They also provide data and insights to help landlords make informed de…
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Episode #206: Development Deals with Andrew Brewer
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Conducting detailed research and having great relationships with municipalities, contractors, and investors is the best way to avoid hefty delays in development deals. Today's guest is Andrew Brewer, a stationary engineer-turned-commercial operator and developer, and the Founder of IronGall Investments. We begin today's conversation with Andrew's p…
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Ep 62. Asset Managements for 2nd Marriages and Co-habitants, with Colin Kastrick
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Estate Planning Attorney, Colin Kastrick, expands on how the flow of assets, through a will, can become complicated in “2nd marriage” scenarios and for clients choosing to cohabitate.By Retire SMART LLC
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JF3626: Increasing ROI with Amenities, Designing for Long-Term Tenants, and Creative Value-Add Strategies ft. Katie Decker-Erickson
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Katie Decker Erickson, a designer, highlights the importance of amenities like pet playgrounds, outdoor spaces, and communal areas to boost ROI. She advises using underutilized spaces creatively and understanding the target market. Katie Decker-Erickson | Real Estate Background Color Works Design Worked on multifamily properties in over 20 states a…
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How to Improve your Emotional Intelligence
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Organizations utilize strategic methods such as personality assessments, aptitude testing and general knowledge questionnaires that often test Emotional intelligence (AKA EI or EQ ). Emotional intelligence is self awareness with the ability to perceive, interpret, demonstrate, control, evaluate, and use emotions when communicating with others. Emot…
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Normalising charity legacies and leaving gifts in wills
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Behaviour change campaign Remember a Charity is a consortium of around 200 charities dedicated to growing the legacy market; helping charities develop what is an increasingly vital long term revenue stream. In the latest Today's Wills and Probate Podcast, host David Opie is joined by Lucinda Frostick, Director at Remember a Charity and Chris Millwa…
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Supporting Caregivers and People with Dementia: The Alzheimer’s Association of Greater Pennsylvania
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Fran Gibbons is the senior director of development for the Greater Pennsylvania Chapter of the Alzheimer’s Association. The organization serves western, central, and northeastern Pennsylvania, helping people with Alzheimer's disease and all other dementias. Fran’s fundraising efforts provide support groups and educational resources while advancing …
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Ep 61. Kamala Harris and Sticky Inflation
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David Brooks gives insight on the following major topics: Kamala Harris looks to be the likely presidential nominee for the Democratic party and Sticky inflation is turning up the heat for average buyers in the grocery and food industries.By Retire SMART LLC
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CPA to Real Estate Investor: Insights on Market Misconceptions, Investment Structures, and Timeless Strategies for Building Wealth with Stewart Heath
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Stewart Heath, CEO of Harvard Grace Capital and a seasoned CPA, is on the podcast to reveal his interesting journey from being a CPA with a portfolio of real estate investing clients and a heavy dose of skepticism about real estate to being a passionate real estate investor himself. And he's sharing how interactions with his clients transformed his…
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Scaling Your Business with Social Media: Insights from Thomas Kopelman (Ep. 197)
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Contrary to popular belief, scaling your business to new heights could start with a tweet. Want to learn how? Join Larry Sprung as he chats with Thomas Kopelman, co-founder of AllStreet Wealth, about his fascinating journey from an aspiring basketball player to influential financial planner and content creator. Follow along as Thomas shares valuabl…
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JF3625: Housing Policy Insights, Addressing the Housing Shortage, and Future Market Trends ft. Dejan Eskic
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Joe Cornwell interviews Dejan Eskic, a senior research fellow and real estate economist, about the economy and housing. They discuss the challenges of housing affordability, the impact of zoning regulations, and potential solutions for the housing shortage. They also touch on the demographic trends and the importance of understanding population com…
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Can you avoid probate without a trust? The short answer is yes, but the alternatives can have risks and offer limited control over your assets. In this episode of Absolute Trust Talk, Kiersten Howe and associate attorney Jessica Colbert explore various probate-avoidance strategies, including beneficiary designations, transfer-on-death accounts, and…
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Kelsey Ferguson on Digital Management and Legacy Preservation
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In this episode, I'm your host, Jonathan Fishbeck, and today we're joined by Kelsey Ferguson, Founder of FunHangs and a visionary in the digital management space. Maintaining long-term goals amidst life's challenges and changes. Kelsey shares her wisdom on the importance of pivoting, intentionality, and overcoming limiting beliefs to build a thrivi…
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