Best PTodd Whatley Podcasts (2024)

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The Terminal Dollar: Redefining Financial Success - Beyond Security to Significance 21:52

3h ago21:52

21:52

Ever wondered if you’re managing your wealth for maximum impact and fulfillment? Find out how to transform your financial perspective by exploring the concept of the "terminal dollar" with our experts, Todd Whatley and Ian Weiner. This episode challenges you to rethink your financial goals once you've achieved security, delving into the essential u…

1
Ep. 38 The Future of Elder Law Part 2 - One Solution, Financial Planning 27:11

3d ago27:11

27:11

Send us a Text Message. Unlock the secrets to effective elder law and estate planning as we host Ian Weiner, a Certified Financial Planner, who shares his expertise on the critical risks of using templated legal documents and "do it yourself" financial advice. Discover why DIY and advisor-mediated estate plans often fall short and how improper docu…

1
Ep. 37 Trends in Elder Law - What is Coming? 24:03

3d ago24:03

24:03

Send us a Text Message. Discover the evolving world of estate planning and financial advising in our latest episode, featuring insightful contributions from Todd Whatley, the Elder Law Coach, and certified financial planner Ian Weiner. You won't want to miss Todd's candid apology for the delay in new episodes as he commits to more frequent and valu…

1
Ep 36 Maintaining Autonomy in Dementia: Navigating Guardianships and Powers of Attorney 27:19

4M ago27:19

27:19

Send us a Text Message. Discover the keys to safeguarding autonomy in the face of dementia and the intricate legal decisions that follow. As your Elder Law Coach, I, Todd Whatley, guide you through the murky waters of guardianships and powers of attorney, revealing how a dementia diagnosis impacts legal capacity and the crucial steps to maintain co…

1
Fostering Growth and Collaboration in Bentonville's Business Scene 28:02

4M ago28:02

28:02

When Jasmine Rara made the trek from the sun-kissed coast of Southern California to the community-centric landscape of Bentonville, Arkansas, her journey became more than a change of scenery—it became a story of transformation and empowerment, especially for women entrepreneurs. Tune in as Jasmine, from the Greater Bentonville Chamber of Commerce, …

1
Revolutionizing Senior Healthcare: In-Home Medical Advancements and Financial Health for a Lasting Legacy 32:52

4M ago32:52

32:52

Discover the transformative impact of in-home medical care for the elderly with Dr. Lazarte, a trailblazer in this revived practice. Experience a captivating conversation that uncovers the profound benefits personalized healthcare brings to those over 85 with chronic conditions. With Dr. Lazarte's insights, we delve into how this approach not only …

1
The Conversation that Never Happens. We have it. 29:38

5M ago29:38

29:38

Unlock the full potential of your legacy with the expert guidance of elder law attorney Todd Whatley and certified financial planner Ian Weiner. Together, they unravel the intricacies of wealth management across generations, blending legal know-how with financial expertise to protect your assets and ensure your loved ones thrive long into the futur…

1
You have a Trust. Great! Is it exactly what you want (or needed)? 29:34

5M ago29:34

29:34

Discover the secrets to crafting a legacy that withstands the test of time, as we sit down with Todd Whatley, a certified elder law attorney, and Ian Weiner, a certified financial planner, who unveil the intricate layers of trust planning. It's not just about creating a trust; it's about sculpting an estate plan that genuinely matches your personal…

1
Navigating Estate Planning: How to Protect Your Wealth with Trusts and Asset Preservation Strategies 30:29

5M ago30:29

30:29

Discover the safeguards for your hard-earned assets with expert guidance from certified elder law attorney Todd Whatley and certified financial planner Ian Weiner. Prepare to fortify your family's future as we unravel the complex world of irrevocable trusts and the strategies you need to protect your wealth from Medicaid claims. We're not just scra…

1
Ep 35 Insights on Trustee Selection and Beneficiary Care with Samantha Shepherd 29:15

5M ago29:15

29:15

Send us a Text Message. Embark on a journey with me, Todd Whatley, as I sit down with the exceptional Samantha Shepherd, a beacon in the world of elder law and founder of Assured Trust. Our latest Elder Law Coach podcast episode promises to unveil the complexities of trust management through the lens of Samantha's admirable mission to provide fiduc…

1
Achieving Financial Clarity and Prosperity in Your Business 33:23

5M ago33:23

33:23

Unlock the secret to sustainable small business success with guidance from a renowned CPA specializing in tax planning and wealth management. Our latest episode is a treasure trove for entrepreneurs aiming to transform their approach to finance, with an emphasis on proactive, strategic thinking that goes beyond the numbers. Dive into the intricacie…

1
Navigating Estate Planning: Crafting a Legacy and Protecting Your Wealth 31:36

5M ago31:36

31:36

Unlock the secrets to a lasting legacy with us, Todd Whatley and Ian Weiner, as we explore the crucial steps to effective estate planning. Say goodbye to the dreaded probate process with our guide to seamless wealth transition. Our conversation casts a spotlight on the hidden traps of state default plans that cost your heirs time and money. We arm …

1
Ep 34 Mastering Elder Law: The Role of Irrevocable Trusts in Asset Protection and Medicaid Planning 20:03

5M ago20:03

20:03

Send us a Text Message. Embark on a journey through the complex landscape of Elder Law with me, Todd Whatley, as your guide. Together we'll uncover the benefits and drawbacks of Irrevocable Trusts, a critical tool in asset protection. This episode promises to illuminate the path for safeguarding your clients' assets from Medicaid, while carefully c…

1
Ep 33 Navigating the Complexities of Long-Term Care Policies for Estate Protection 22:23

6M ago22:23

22:23

Send us a Text Message. Unlock the mysteries of long-term care insurance and its pivotal role in estate planning as I, Todd Whatley, alongside expert Bill Mathews, traverse the intricate terrain of safeguarding one's future. We tackle the big questions: What's the likelihood of needing long-term care, and how do traditional and hybrid policies stac…

1
Strategic Insights for Evading the Retirement Tax Pitfalls 32:31

6M ago32:31

32:31

Prepare to unlock the secret vaults of tax strategies with our financial maestros, Todd Whatley and Ian Weiner. In a riveting exchange, Ian unveils the treasure trove of tax savings that, if left unearthed, could cost retirees hundreds of thousands, or even a million dollars. We unveil the stark reality of retirement taxes and the potential pitfall…

1
Ep 32 Exposing the Truth About Financial Planning and Investment Strategies 38:22

6M ago38:22

38:22

Send us a Text Message. Unlock the secrets to smarter financial decisions with Todd Whatley and our special guest, financial planner Ian Weiner. We're peeling back the layers of the financial industry to reveal the truth behind becoming a financial advisor and how this can impact the advice you trustingly follow. Our revealing discussion traverses …

1
Processes and Pitfalls: Financial Planning and Building Generational Wealth 23:19

7M ago23:19

23:19

Unlock the secrets to generational wealth and astute financial planning with Todd Whatley and Ian Weiner, as your guides. Brace yourself for a deep dive into the critical importance of having a structured financial plan to navigate the treacherous waters of wealth management—without falling prey to common traps or lackluster advice. As we delve int…

1
Questions to Ask when Crafting a Thriving Retirement: Strategies for Wealth, Tax Planning, and Intentional Living 44:08

7M ago44:08

44:08

Discover the keys to a prosperous and fulfilling retirement with us, Todd Whatley and Ian Weiner, as we delve into the essence of what it takes to retire with confidence. Joined by seasoned experts, we'll unravel the complex tapestry of retirement preparation ensuring that your finances don't just last, but flourish during your golden years. Get re…

1
Episode 1. Introducing Ian and Todd. Who are we and what we Plan to Do. 28:32

7M ago28:32

28:32

Embark on a transformative journey to secure not just your wealth but your family's financial legacy, as we, Todd Wattley and Ian Weiner, combine forces in a candid conversation that will redefine your approach to wealth management. With backgrounds in elder law and certified financial planning, our expertise converges to illuminate the often-overl…

1
Ep 31 Building a Sellable Law Practice: Even if you are not selling. 22:08

8M ago22:08

22:08

Send us a Text Message. Ready to unlock the potential of your law practice and navigate the complexities of elder law? Join me, Todd Whatley, as I sit down with financial gurus Joel Houser and Ian Winer to demystify the process. We examine the value of building a lucrative wealth team, delegating tasks beyond your expertise, and the importance of p…

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Epi 28 An Interview with Ashley Sharek: How Coaching Changed and Grew Her Office 12:29

10M ago12:29

12:29

Send us a Text Message. Curious about the intricacies of elder law and estate planning? Meet Ashley Sharek, an accomplished attorney from Pittsburgh, Pennsylvania, who skillfully navigates this complex terrain. Get rare insights into her captivating journey—from her early interest in estate planning to the thriving practice she runs today. Discover…

1
Ep 30 Advancing your Legal Career: The Certified Elder Law Attorney Path. Todd Interviews CELAs 29:03

10M ago29:03

29:03

Send us a Text Message. Are you ready to unlock the secrets to becoming a Certified Elder Law Attorney (CELA) and gain a unique edge in your profession? We promise you'll find just that in our enriching conversation with the accomplished elder law attorneys Keith Miles, Teresa Bowman, Tye Cressman, Bob Fectman, Michael Delaney, Beth McDaniel, Angel…

1
Ep 29 Finding Fulfillment as an Attorney: Elder Law - Personal Anecdotes and Insights. Todd interviews CELAs 32:07

10M ago32:07

32:07

Send us a Text Message. You're an attorney, fresh out of law school or a seasoned veteran. Do you love your job? If not, you should consider elder law. Today, you'll hear the raw, real, and riveting stories of other attorneys, just like you, who have found a unique passion in this field. That's exactly what this episode offers, as we open the floor…

1
Epi 27 Michael Wall from DocuBank 24:28

1y ago24:28

24:28

Send us a Text Message. Today we have a guest, Michael Wall. He is with Docubank. This company provides many benefits to your clients for very little money. Mainly, they make the client's medical documents available to them with online access with a card for their wallet. They will also make sure the client's physician has a copy of their documents…

1
Epi 28 Introduction to InterActive Legal Estate Planning Software 28:29

1y ago28:29

28:29

Send us a Text Message. Today Todd has a special guest, Teresa Bush from InterActive Legal. Todd uses ILS and he talks with Teresa about the benefits of 1) using software to draft documents and why you should and 2) Why InterActive Legal is the software you should be using. Teresa is super interesting and discusses some of the "behind the scene" wo…

1
Epi 26 Revenue Ruling 2023-2 DON'T PANIC, It's OK. 17:21

1y ago17:21

17:21

Send us a Text Message. Today Todd and Sara talk about a new IRS Ruling that would indicate that the real estate in an Irrevocable Trust would not get a step up in basis. That is true if you do a trust that is not intentionally defective. We as Elder Law Attorneys know to do the trust with language that ties it back to the estate for the step-up in…

1
Epi 25 The Importance of the Healthcare Directive 25:03

1+ y ago25:03

25:03

Send us a Text Message. Many times over looked, if done at all, is the Advanced Directive or Healthcare Directive. This is a crucial document for the elderly client and their family to make sure the end of life care is done as they want. Today, Todd and Sara discuss this very important document and why it should be part of the required documents yo…

1
Epi 24 The Importance of the Advanced Directive 25:03

1+ y ago25:03

25:03

Send us a Text Message. Todd and Sara today talk about an often overlooked and ignored document that really pretty important, The Advanced Directive, sometimes known as the Living Will. This document is a necessary document in the senior's estate planning documents. Listen to this episode to learn the intricacies of this document and why it should …

1
Epi 23 Interview Techniques for a Client with Dementia. 30:38

1+ y ago30:38

30:38

Send us a Text Message. Today, Todd and Sara talk about how to interview a client (potential client) who has dementia. These are tough meetings if you don't know the brain process and how to work with that issue. Sara, as a Social Worker and Nursing Home Administrator, has lots of experience with this topic and she shares some of her tips and techn…

1
Epi 22 The Disabled Child Exemption to Gifting Penalties 25:57

1+ y ago25:57

25:57

Send us a Text Message. Having a disabled child is tragic. The Medicaid rules allow us to plan a parents estate to help protect that child allowing us to protect a very large amount of the estate from transfer penalties. However, there are some intricacies that you must be aware of when discovering this information and using this to help the client…

1
Epi 21 Four Words to Help Get Your Client the Care They Need 19:30

1+ y ago19:30

19:30

Send us a Text Message. Today, Todd pulls from his PT career to help you when your client's family calls you to say that their loved one is being discharged from rehab when they are not where they should be. The therapy people have a special code and language they use that most others don't know about. Today, Todd shares with you some of that secre…

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Epi 20 Presenting the Single Medicaid (Half-a-Loaf Explained) 26:21

2y ago26:21

26:21

Send us a Text Message. Working with the family who is needing Medicaid for the Single Person can be a challenge. It's also really exciting since most families really believe they are going to lose everything now that care is needed. In today's episode, Todd explains the rules for the single person and how to present it to the client. He also fully…

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Epi 19 How To Present the Married Medicaid Crisis Plan 36:24

2y ago36:24

36:24

Send us a Text Message. This is probably the most beneficial presentation to clients you can give. The spouse and the kids come in having just put their loved one into the nursing home thinking they are going to spend thousands of dollars every month for a really long time. You can help these people but how to you present it to them without "giving…

1
Episode 18. Doing the Correct Power of Attorney for Your Clients 28:42

2+ y ago28:42

28:42

Send us a Text Message. I tell clients and during public speaking events that the Power of Attorney is THE most important document a senior can do. Therefore, you as an elder law attorney need to provide the best POA document you can to your clients. Your clients NEED this document. Today, Todd and Sara discuss the 9 powers that need to be in a Pow…

1
Epi. 17 Married Medicaid Spend-down 30:52

2+ y ago30:52

30:52

Send us a Text Message. One of the most helpful things you as an Elder Law Attorney can do for a family is help them get the care they need for a spouse without losing everything they have. Many people don't understand the Medicaid rules allow a family to protect almost everything when a married person needs long term care. Today, Todd talks about …

1
Episode 16 Working with a Client with Diminished Capacity. 25:47

2+ y ago25:47

25:47

Send us a Text Message. This is probably one of the most important podcasts that I've done. We as a profession do not do a good job when dealing with the client with diminished capacity. Elder Law attorneys work with many people that have diminished capacity. If your position here is "since they have a diagnosis of dementia, then they can't sign do…

1
Epi 15 How It Should Work When Done Right 28:00

2+ y ago28:00

28:00

Send us a Text Message. Today I interview a client's child from a long way back, Mac. This interview is a great way to see how things should work when you do good work for a family. This podcast episode discusses the issues clients are looking experiencing and how our work, when done correctly, really does help them. When you treat clients and thei…

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Epi 14 Minnesota Irrevocable Trust Case - Don't be Afraid of the State 22:05

2+ y ago22:05

22:05

Send us a Text Message. I talk about this case as encouragement for you Elder Law Attorneys out there helping your clients and the State Medicaid authority says you are doing it wrong. I used to think that "The State" was all knowing and if they said I did something wrong, then I must have been at fault. I quickly learned that they have an agenda a…

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Epi 13 What Should I bring to the Elder Law Attorney initial meeting? 34:41

2+ y ago34:41

34:41

Send us a Text Message. Coaching clients ask me all the time what exactly do we need to get from the client for the first meeting. I did a podcast for my other platform, Answers on Aging (you should listen and have your clients listen to this one). I'm posting it here since I think it's something you can share with clients but if you ever wondered …

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Epi 12 How to Avoid Price Shock 19:04

2+ y ago19:04

19:04

Send us a Text Message. Clients routinely hire me for the exact same price that other attorneys quoted them, but didn't hire them because "it was too high". There is a process of conducting the first meeting with a client so that the fee you quote them is reasonable and "makes sense" under the circumstances. Join me today and we discuss how to prep…

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Epi 11 What is a Certified Elder Law Attorney (why you want to be one) 29:56

3y ago29:56

29:56

Send us a Text Message. On this episode, I interview Marilyn Miller, the current President of the National Elder Law Foundation. We discuss what a CELA , how to become one and why you probably want to become one if you focus on Elder Law. Check out our new website www.TheElderLawCoach.com.By Todd Whatley

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Episode 7 Who is the Client? 12:52

3+ y ago12:52

12:52

Send us a Text Message. It's crucial that you know who the client is. In no other area of the law is this such a strange concept. However, in Elder Law you have to know who the client is and make sure everyone else knows who the client is. Some Elder Law Attorneys think differently on this topic so this is not the "end all" discussion of the topic …

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Episode 10 Avoiding Probate is good for Business 14:17

3+ y ago14:17

14:17

Send us a Text Message. Avoiding probate is a key tool in the Elder Law Practice. Our clients don't need to go through probate and shouldn't go through probate (prove me wrong!!!). But how is foregoing this whole area of work good for your practice? Listen and I will tell you how following this concept will help you stand out among the "other attor…

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Episode 9 Client Confidentiality 18:51

3+ y ago18:51

18:51

Send us a Text Message. Client confidentiality is crucial in any law practice. However, in Elder Law it gets a little tricky almost every time. Elder Law attorneys usually have to talk to lots of other people beside their clients. Sharing information is crucial and in the best interest of the client. However, you have to abide by the ethical rules.…

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Episode 8 part 1 Gifting 16:14

3+ y ago16:14

16:14

Send us a Text Message. We delve into an issue that comes up in LOTS of cases and is a planning tool in many cases. We don't discuss planning just yet but in Part one we cover the basics up to the "Penalty Period". Let me know if you have questions at Todd@ElderLawinaBox.com Check out our new website www.TheElderLawCoach.com.…

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Episode 8 Part 2 Starting the Penalty Period 14:30

3+ y ago14:30

14:30

Send us a Text Message. This is CRUCIAL to working with clients that have gifting in their past or if you use gifting to plan for Medicaid. This episodes discusses and explains the Penalty Period and how to make sure you start the penalty. Questions to Todd@ElderLawinaBox.com Check out our new website www.TheElderLawCoach.com.…

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Episode 8 Part 3 Exempt Transfers 33:21

3+ y ago33:21

33:21

Send us a Text Message. This information is GOLD. The information in this podcast will teach you how to help clients on a whole different level!!!!!! When a client meets the qualifications for an exempt transfer, you should recognize it and advise them of the exemption. Helping them with exempt transfers will pretty make sure they hire you to make …

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Episode 6 Miller Trusts 17:11

3+ y ago17:11

17:11

Send us a Text Message. Not every state requires an Qualifying Income Trust but if you practice in a state that does have an Income Cap, you MUST understand Miller Trusts. They are simple in concept but very complicated in their function and their importance. Join me here to learn about these tricky devices. Check out our new website www.TheElderLa…

1
Episode 5 Income 14:29

3+ y ago14:29

14:29

Send us a Text Message. One of the basic concepts you have to understand when advising a client for Medicaid is income. You must understand the income rules and you must be able to distinguish what is income and what are assets. Here I discuss income and some of it's intricacies when it come to married applicants. Questions or Comments? Email me at…

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Episode 2 Is Medicaid Planning Ethical? 10:47

3+ y ago10:47

10:47

Send us a Text Message. I address this early in the series, is it ethical to "plan for Medicaid"? I hear this periodically from people and even from other attorneys and Judges. I address the issue and use my most popular argument that in my mind and everyone I have told this to sees that Medicaid planning is ethical and helps people that really do …

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