David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group LLC.
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Welcome to New York's Asset Protection Roundtable with Ted Alatsas of Alatsas Law Firm in Brooklyn, New York. Alatsas Law provides one-on-one guidance when you're struggling to resolve family, elder law, asset protection, or bankruptcy concerns. On this show, Ted will explain complex legal concepts in easy-to-understand terms and encourage you to fully participate in the decision-making process so you can face you future with confidence. Join us each episode as we creatively address many iss ...
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A podcast about the legal, taxation and lending aspects of structuring - how you own assets, how those assets are funded and the transactions associated with this. Your host, Terry Waugh, aka Terryw, is a solicitor, Chartered Tax Adviser, mortgage broker and former financial planner. Terry runs a law firm and a mortgage broking company. www.structuring.com.au
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Dream Keepers Radio is dedicated to empowering gifted guardians with the knowledge and strategies to protect generational dreams. Each episode dives into the realms of financial literacy, tribal government establishments, estate planning, and asset protection, providing you with the tools to secure your family's financial future.
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This show navigates the misunderstood world of Christians and Money. We believe the Bible has a profit mandate for all believers. Kingdom Entrepreneurs should establish dominion over what God has put under their control to return a profit. The faithful servant took the two talents and made two more; the other took the five talents and made five more. Profit is the true realm of abundance. This is the space of 'extra' after all bills and needs are met. Support this podcast: https://podcasters ...
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Security podcast looking at noteworthy news and topics to help protect people, assets and brand. Hosted by industry veterans Luciano "Lucky" Cedrone and Brian "Angry Man" Claman; two seasoned professionals in security risk management protection.
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Join host Rick Kooyman of Trade Secrets Inspections and stay in the know. In each episode, Rick shares cutting edge insight on the best ways to protect you most valuable asset... your home.
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The longest-running daily podcast briefing for news about bitcoin, blockchain, NFTs, and all other global cryptocurrency, digital asset, metaverse, and DLT updates. A daily, 2-4 minute report of everything you need to know to be informed about the cryptocurrency and blockchain space including prices, policy, developments, and governance. The information presented should be considered developing news and not investment advice.
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Being Well Informed discusses trending topics such as police reform, book banning intensified, the Emmett Till Alert App, new and upcoming authors, the Anne Arundel County NAACP Greenbook, judicial reform, long term care insurance, cryptocurrency scams, Maryland Lynching Memorial Project, Education in a Pandemic, and much more. The program, hosted by Claudia Barber, is designed to educate the audience on these trending topics.
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Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad – especially when everyone seems to want a piece of your money.
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Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
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Nobody puts estate or asset protection planning as the #1 fun activity on the list. But getting organized and updated with your planning does not have to be painful. Here at BarthCalderon, we have a process that helps you to get organized in an efficient and painless way.
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A podcast of legal and financial information for seniors and those that love them.
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Tips to grow your business, protect what you build, keep more of your money, and plan for the eventual exit. Discussion includes legal, books, taxes, liens, HR, investors, asset protection, and more.
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Douglass Lodmell was born in Geneva, Switzerland. From an early age, Douglass stood out as one of the brightest minds of his generation. His capacity to make the complex simple allowed him to excel during law school, receiving the Jacobs Burns Medal, an award given to the single student with the highest GPA. He completed his Legal Masters (LL.M.) in taxation at the nation’s leading tax program, New York University School of Law. He was further selected to clerk for one of the most famous Fed ...
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Throwing out the old playbook, seasoned asset protection attorney Darol Tuttle speaks to anyone of any age or experience who seeks to grow and protect family wealth for more than a generation. There are laws of money and this podcast shows you how to leverage them.
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In Cashflow Ninja, host M.C. Laubscher, renowned as a leading expert in alternative investment strategies and alternative asset investing, interviews the best global minds in business and investing that share alternative wealth strategies and alternative asset investing niches. The mission of the Cashflow Ninja is to empower people to create, protect & multiply their wealth in the new economy and information age. The rules of money have changed and we share the new rules and how anyone can c ...
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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
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Welcome to the Future in Focus podcast hosted by LRQA - a leading global assurance partner. The Future in Focus brings together decades of sector-specific expertise, data-driven insight and on-the-ground presence to help organisations across the globe navigate supply chain complexity, evolving technology and the increasing demand for ESG transparency.
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Consuelo Mack has a long and distinguished career in business journalism. In 2005 she struck out on her own to launch her dream program, a weekly half-hour program on public television devoted to helping Americans build and protect their wealth over the long-term. Now in its eighteenth season, CONSUELO MACK WEALTHTRACK has been dubbed the “Cramer Antidote” by the press and Money Magazine named Mack “The Best Money TV Host.” WEALTHTRACK is the only program on television devoted to long-term d ...
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This is a podcast by Josh Key, owner and managing attorney of Key Law. Key Law is an Alabama law firm that takes the headaches out of estate planning and probate so that families can focus on what's important. This podcast will examine and explain estate planning and probate strategies and concepts, from a real lawyer, to help you determine how to get the best estate plan for you and your family.
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A holistic accountant goes beyond tax returns, aiming to offer proactive advice to maximise clients' wealth after all taxes. Stuart Wemyss and Mena Abraham explore multifaceted considerations weekly, highlighting the need for a holistic approach. Each episode is succinct and to the point with no fluff or sales pitches. For further details, check out www.prosolution.com.au.
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Welcome to the Property & Investor Podcast. The podcast where we speak to some of the most interesting, inspiring and resilient people in property, investing and beyond. With your host Paul Lanfear.
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Stay up to date with important stories on the economy & markets. Podcast guests include prominent asset managers, entrepreneurs, and thought leaders in asset management and economics. Please visit WealthQB.com for more information about our firm and other important disclosures. Disclosures: Gordon Asset Management, LLC is a registered investment adviser. Information presented in this podcast is for educational & entertainment purposes only and does not intend to make an offer or solicitation ...
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In 2016, Donald Trump conspired with a foreign government to become President of the United States. On July 25, 2019, with the 2020 election around the corner, he decided to do it again. The first time around, it was collusion, aiding and abetting Russia’s attack on American democracy. The second time, it was extortion, demanding the Ukrainian government manufacture dirt on Trump’s political opponents in exchange for help the country needs to fend off a Russian invasion and chart a democrati ...
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Being a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-opening questions to help you discover the truth about your wealth.
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Candice and Felicity draw on their extensive expertise in capital markets, to dive deeper into the world of finance, and will bring you up to speed on everything in the financial landscape. Their goal is to enable you to generate and grow your own wealth, by revealing clever ideas, new strategies, and hear from experts sharing insights and the lessons they’ve learned. Hosted on Acast. See acast.com/privacy for more information.
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Welcome to "Cover Your Assets," your podcast for navigating the financial side of divorce. Life doesn’t always deal you the best hand, but hosts Josephti Cruz and Jade Eagles are here to help you C-Y-A in every way—because when it comes to your assets, it's all about playing your cards right!
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The Active Advisor podcast explores the dynamic world of investment research and financial advisory practice management. Hosted by Harbor's capital markets expert Bryan Moore, this podcast features in-depth conversations with seasoned financial advisors and professionals, practice founders, investment researchers and CIOs. They'll share personal stories of how they built and scaled their book and business, observations on the evolving investment landscape, and best practices in due diligence ...
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Dive into the world of financial and retirement planning with the experts at Evermont Wealth. Led by President Brent Pasqua, alongside CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk, each episode is packed with insightful discussions on money, life, and securing your retirement. Tune in to ”The Retirement Plan Playbook” for advice that turns financial goals into achievements, ensuring you’re well-equipped for a prosperous retirement.
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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...
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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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Publisher Philip Macalister introduces Good Returns TV and his first guests on the show, Andrew Bascand from Harbour Asset Management. Bascand says investors should halve their return expectations in an increasingly volatile market; financial adviser Murray Weatherston believes the review of the Financial Advisers Act has been resoundingly a win for the “big end of town”; and Julian McCormack, an investment specialist for Platinum Asset Management in Sydney, tells Philip why a recovery in Eu ...
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I help busy self-employed professionals and business owners who don’t have time to think about anything beyond growing their business. Through estate planning tools and strategies, I help them grow retained earnings tax-free, pass more wealth to the next generation, and protect their biggest asset – themselves, the key person of the business.
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Welcome to Talking FACS: What you need to know about family, food, finance, and fitness. Hosted by the University of Kentucky Family and Consumer Sciences Extension Program.
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Todd Whatley is a Certified Elder Law Attorney, practicing attorney and now the Elder Law Coach. His passion is to help attorneys become proficient Elder Law Attorneys. He still practices law with over 22 years of experience with offices in two states. He is the Past President of the National Elder Law Foundation, the ABA accredited certifying organization for the ABA. He LOVES working with new and experienced attorneys to help them have the best job in the world and help a great population. ...
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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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I explore GROWTH. Personal growth and development and business growth. I'll be documenting the journey of both what it takes to become a better human and how to grow a business that focuses on the improving the lives of others.
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The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action
The Real Estate Guys
Fun and informative, this real estate investment talk show has been broadcasting on conventional radio since 1997. Hosted by professional investor Robert Helms and financial strategist Russell Gray, the show delivers no-hype education and expert perspectives in a fast-paced, entertaining style. Rich Dad Poor Dad author Robert Kiyosaki says The Real Estate Guys are wild and crazy, but they really know what they are talking about. The Guys talk investment strategy, economics, tax and asset pro ...
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A digestible podcast presented by a Family Partner, Natasha Slabas, of DMH Stallard, a multi-serviced firm of specialists and she is based in its London office. Hoping to make complicated matters more straightforward, even when the emotional difficulties alongside family disputes are unavoidable. Made for everyone and anyone who has a family related legal problem.
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David Adams, CFP®, CPA, Carson Odom, CFP®, CPA, and Myles Zueger, CFP® are financial advisors in Nashville, TN. Together they are committed to the financial well-being of clients. Helping them to live well & retire, too. Securities offered through Raymond James Financial Services Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Adams Wealth Partners is not a broker/dealer & is independent of Raymond James. Content represent ...
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The transformation of an expertise-based business from an unscalable, income-focused business to a scalable and saleable, profit-focused business is a journey. Host Erin Austin, attorney and consultant, and the Hourly to Exit podcast gives you a front row seat on that journey. Through conversations with expert guests, other expertise-based business owners and the occasional solo episode, Erin brings the “explain it simply and clearly” style that she’s known for to share tips, tactics, strate ...
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Making big decisions in highly charged emotional situations when the stakes are high and the outcome is uncertain can be paralyzing. In this podcast, we deconstruct difficult decision-making in a variety of contexts, including divorce, marriage, relationships, family, career, business, and more. Each week Karen Covy, Divorce Coach, Consultant, and Lawyer interviews industry professionals and seasoned experts from a variety of walks of life to discover their tips, techniques, and insights for ...
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Studying success with professional people
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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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There are a lot of myths and misconceptions floating around about estate planning and long-term care planning. Many families fail to plan because they feel overwhelmed and not sure where to start, so they never put a plan in place. Our mission with this podcast is to give you a starting point and empower you to ask the questions that matter most when it comes to putting the right estate plan together for you and your family. In each episode, we are addressing the myths and misconceptions abo ...
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Welcome to TSBA, Your Education Source – a podcast produced by the Tennessee School Boards Association. Tune in to hear discussions and interviews about legislation, legal topics, policies, and other happenings that affect public education in Tennessee. If you have any feedback or suggestions on content, email podcast@tsba.net.
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Join David Hollander, also known as The Sandman, in this informative episode of Protect Your Assets, where he shares insights on traveling at a discount. With over 30 years of experience in tax, legal, and financial planning and having visited over 85 countries, David offers practical tips to help retirees make the most of their travel budget. Lear…
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"South Korea Virtual Asset User Protection Acr in effect" Jul 19, 2024
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Today's blockchain and cryptocurrency news Bitcoin is up slightly at $64,201 Eth is up slightly at $3,405 Binance Coin, is up slightly at 573 dollars South Korea Virtual Asset User Protection Ac in effect. Winklevoss twins donate $1M to John Deaton, running against Elizabeth Warren Polymarket sets odds at Biden dropping out to 80% Trump sets sights…
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Mailbag: Should We Involve Our Children In The Estate Planning Process?
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Tune in for this week's mailbag episode, as Isabel asks whether she and her husband should involve their children in the estate planning process. Later, another listener asks how they can protect their estate to ensure there's something left for their children after they're gone. Plus, Ted breaks down the concept of joint tenancy and its benefits! …
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Send us a Text Message. In this episode, Stuart and Mena dive into the crucial topic of asset protection for business owners. They explore the various risks that business owners face, both from a business and personal standpoint. On the business side, they discuss the importance of maintaining a safe workplace, managing employee entitlements and AT…
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8. Protecting Your Credit During and After Divorce
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Going through a divorce? Secure your financial future with essential credit protection strategies. Join Josephti Cruz and Jade Eagles as they share tips on monitoring and safeguarding your credit score, from checking credit reports to managing joint accounts. Learn how to leverage free credit tracking services and establish a solid credit baseline.…
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Empowering Your Business Journey: Trusts, Taxation, and Asset Protection
2:55:08
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Send us fan responses! Can you imagine transforming your online presence and business strategy in ways you never thought possible? Our latest episode promises actionable insights on how to enhance your web visibility and SEO, making your brand stand out in an ever-crowded digital space. We also talk about the importance of giving back and the power…
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WCI #374: Asset Protection, 529s and the SAVE Plan
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Today we are answering more of your questions. We start off talking about a terrible fraud situation and how to attempt to mitigate the damage. We answer a few questions about asset protection and then a few questions about 529 accounts and how to use them. Finally we discuss the SAVE Plan and the current and extremely generous governmental program…
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Protection of assets pre-marriage and considerations on wealth planning
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In this episode, Natasha Slabas, Family Partner at DMH Stallard, is joined by guest speakers Ingrid McCleave, Partner in Private Client at DMH Stallard, Danielle Ford, Partner and Head of Tax Disputes, and Katharine Arthur, Partner and Head of Private Client from accountancy firm Haysmacintyre, to discuss the protection of assets pre-marriage and t…
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Estate Planning Uncovered: Myths, Trusts, and Protecting Your Assets
19:49
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Think a will is your ticket to avoiding probate? Think again. Join Greg McIntyre and Jordan Bentley from McIntyre Elder Law as they dismantle some of the most widespread myths in estate planning. From the erroneous belief that a will sidesteps probate to the misconception that a spouse will inherently inherit everything, Greg and Jordan break down …
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Host: Mindy McCulley, Extension Specialist for Instructional Support, Family and Consumer Sciences Extension, University of Kentucky Guest: Dr. Nichole Huff, Extension Specialist for Family Finance and Resource Management Season 7, Episode 1 Insurance is an expense we simply must cannot afford to go without. When we fail to protect our health, home…
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Episode Description Sign up for the newsletter here: https://jerred.com Time-Stamped Show Notes [00:00:30] Introduction to brain exercise and its impact on cognitive performance. [00:01:30] Personal story on the transformative power of brain exercise. [00:02:30] Daily routines that incorporate brain exercise for optimal mental health. [00:03:30] Ho…
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Financial Crisis Prevention and Protecting Your Assets
25:53
25:53
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Your money does not always allow you to buy what you want and still pay for what you need. How do you change the cycle of "It's just not enough money leftover after paying bills?" Life is for the living and having money is a tool that can enhance your lifestyle. The real question is do you need more money or should you enhance your money management…
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Protect Your Assets And Safeguard Your Wealth With Lindsey Paige Markus
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The two things everyone will face one day are death and taxes. Estate planning attorney Lindsey Paige Markus helps her clients plan for what will happen at their death and protect as much of their wealth from unnecessary taxes as possible. As a trusted advisor and bestselling author, Lindsey demystifies the world of trusts, asset protection, and ta…
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124: What are the chances of your doubling your business?
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Episode Description Sign up for the newsletter here: https://jerred.com Time-Stamped Show Notes [00:00:30] Introduction to the concept of probability and its relation to business growth. [00:01:30] Story of a coin flipping game illustrating random probability vs. controlled outcomes. [00:02:30] Discussion on the illusion of probability in business …
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Fan Mail - Send us a Text Message Today’s topic is negative gearing and debt recycling. www.structuring.com.auBy Terryw
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Ep. 38 The Future of Elder Law Part 2 - One Solution, Financial Planning
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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 documentation can lead to se…
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Host: Mindy McCulley, Extension Specialist for Instructional Support, University of Kentucky Guest: Annhall Norris, Extension Specialist for Food Safety and Preservation Season 7, Episode 4 In this eye-opening episode, Annhall Norris, Extension Specialist for Food Safety and Preservation unravels the mystery behind the common belief that reheating …
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Ep. 37 Trends in Elder Law - What is Coming?
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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 valuable content. Ian takes …
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Cybersecurity Crises and Impacts on Tech Sector (7/20/2024)
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In this episode, Jeremiah Bates is joined by Ben Barzideh, a Wealth Management Advisor with Piershale Financial Group of Apollon. They discuss the recent CrowdStrike cybersecurity incident that occurred last Friday and its significant impacts on industries and the stock market. They emphasize the importance of diversification in investment portfoli…
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Episode 18 - Tips about Liquidated Damages and Retention Payments
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As a contractor business, you are most likely going to have to deal with Liquidated Damages and Retention Payments. Let's go over some tips that can help you navigate through them. Text Us Grow your business! Protect what you build! Keep more of your money! Plan for the Exit! Contact us with your questions or comments. Joshua Irvine irvine-legal.co…
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"Metaplanet stock up on BTC purchase." Jul 22, 2024
4:26
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Bitcoin is up slightly at $67,445 Eth is up slightly at $3,496 Binance Coin, is up .5% at $599 Metaplanet stock up on BTC purchase. Polymarket user loses $2M on Biden bet Veridise says ZK audits are better. Crypto products see $1.3B in inflows. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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840: Chris Rawley: How To Invest In Livestock
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My guest in this episode is Chris Rawley. Chris is a retired Navy Reserve Captain, founded Harvest Returns in 2016 to democratize agricultural investments. During his 30-year military career, Rawley served in leadership roles across naval, expeditionary, and joint special operations units, deploying to regions such as Afghanistan, Iraq, Africa, the…
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MtoM #180: Pathologist Reaches Multiple Milestones and Finance 101: 5 Rules for Evaluating a Rental Property Investment
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Our guest today is celebrating three big milestones. She has had a unique path to financial success including an intervention from her sister while she was in residency. When she got out of residency she was $600,000 in debt. 5 years later she has received PSLF, reached a net worth of $500,000 and paid off $120,000 in student loans. Once she realiz…
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The Young Embrace Social Media. 40+ Better Learn it! #influentialreach
16:07
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Are you a 40+ y.o. Expert who feels you have been pushed back while the young whipper snappers born with social media in their DNA blast us out of the water, taking all the audience's attention and the income that comes with it? WAKE UP and smell the Vanilla Almond Cloud Latte. Let's discuss Expertise versus Popularity. #influentialreach psitvnetwo…
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"Ripple CEO expects settlement soon." Jul 21, 2024
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Bitcoin is up slightly at $66,945 Eth is up slightly at $3,501 Binance Coin, is up slightly at $594 Ripple CEO Brad Garlinghouse says he expects the SEC to settle soon. Fractal ID says breach affected around 6k users. BitForex will soon re-open for withdrawals. Etherfuse raises $3M Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Suzanne Smith … Renters Rights Under Labour
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Suzanne Smith … Renters Rights Under Labour Landlord | Blogger | Podcaster | Former General Counsel Suzanne Smith is a lawyer turned self-managing landlord with a portfolio of houses in Maidstone, Kent. She came to property investing fairly late when she “retired” as a corporate lawyer at the age of 51, after working for 25 years in senior in-house…
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"Ryan Selkis steps down over tweets" Jul 20, 2024
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Today's blockchain and cryptocurrency news Bitcoin is up slightly at $66,578 Eth is up slightly at $3,492 Binance Coin, is up slightly at $591 Ryan Selkis steps down over Tweets Telegram introduces mini app store Ethereum ETFs set to launch on Cboe Nirvana labs raises $4M. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Building Generational Wealth: Private Family Foundations with Don Kilam
1:03:23
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Send us fan responses! What if you could legally avoid taxes while building generational wealth? That’s exactly what we’re diving into this week with Don Kilam. We start by exploring the critical distinction between being a consumer and an investor, and why operating in a tax-free position is essential for effective wealth creation and transfer. Do…
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[GRTV] From infantry to insurance, protection is a common thread
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[GRTV] From infantry to insurance, protection is a common thread by Good Returns TVBy Good Returns TV
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#44 - Mid-Year 2024 Market and Retirement Plan Update w/ Todd Zempel
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Welcome to the quarterly retirement plan update with Gordon Asset Management. In today's episode, Todd Zempel will recap the first half 2024 market performance and discuss the retirement plan provisions most likely to be adopted by plan sponsors according to PlanSponsor.com.
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Elder Law Report LIVE!: Estate Planning Basics
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Unlock the secrets to safeguarding your legacy and ensuring your peace of mind with our special guest, attorney Greg McIntyre, founder of McIntyre Elder Law. Ever wondered how to protect your assets and secure long-term care without the stress of last-minute rushes? Greg lays out the cornerstones of estate planning, from the indispensable general d…
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"State Street exploring its own stablecoin" Jul 18, 2024
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Today's blockchain and cryptocurrency news Bitcoin is up slightly at $64,748 Eth is up .5% at $3,458 Binance Coin, is up slightly at $574 North Korea likely behind WazirX hack. State Street exploring its own stablecoin US Attorney's office files civil action to recover USDT from scammers MT Gox creditors targeted. OKX withdraws from Nigeria.Allium …
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Creating a Personal Investment Philosophy (Ep. 106)
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In this episode of Retirement Plan Playbook, host Brent Pasqua and Matthew Theal delve into the significance of creating a personal investment philosophy. They discuss key elements such as risk tolerance, goals, and time horizons while sharing their own investment strategies. The hosts also review the latest financial headlines, including the impli…
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Episode Description Sign up for the newsletter here: https://jerred.com Time-Stamped Show Notes [00:00:30] Introduction to the concept of process vs. outcome and the story of the Volkswagen Cabriolet. [00:01:30] Explanation of the military tradition of the "captain's car" and my unconventional choice. [00:02:30] Discussing the financial and persona…
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WCI #376: Trusts, Direct Indexing and High Yield Savings Accounts
48:43
48:43
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We are tackling your questions again today. First we answer a few questions about trusts. We cover topics like revocable trusts and probate. We talk about direct indexing and what exactly that means and if it is worth doing. We discuss high yield savings accounts and CDs and bonds. We close out the episode with Dr. Dahle sharing how his views and v…
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Harnessing Empathy for Better Decision-Making with Dr. Stephanie Grunewald
34:14
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Can empathy be your superpower in making better decisions? According to Dr. Stephanie Grunewald, the answer is definitely, “Yes!” In this podcast episode Dr. Stephanie shares her personal journey from traditional therapist to mastermind and retreat leader and founder of Ancorio. Inspired by her own transformative experiences during a challenging pe…
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"FTX reaches 12.7B settlement with CFTC" Jul 17, 2024
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Today's blockchain and cryptocurrency news Bitcoin is down slightly at $64,723 Eth is down slightly at $3,449 Binance Coin, is down slightly at 575 dollars Craig Wright now faces perjury and forgery charges in the UK over quest to be called Satoshi. Hong Kong concludes public consultation for stablecoins Taiwan's Legislative Yuan passed amendments …
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Copper Beach’s Philosophy & Vision (Ep. 126)
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Are you certain your family’s financial future is secure for generations to come? Understanding the true value of your wealth goes beyond numbers; it’s about creating a lasting legacy. Today on The Truth About Wealth, John and Michael Parise revisit the foundation of Copper Beech Financial Group, explore the unique concept of a family CFO, and disc…
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Why DIY Estate Planning Can Cost You: Expert Insights from the Elder Law Report
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Can DIY estate planning really safeguard your legacy? Tune in as Jane Deerwester and I, Jordan Bentley, tackle this critical question on the Elder Law Report. In our latest episode, we promise to equip you with the knowledge to avoid the common pitfalls of DIY estate planning. Comparing the process to the complexities of DIY home improvement, we un…
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The era of Assurance 4.0: Achieving product integrity
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Businesses face a rapidly changing world, with a heightened focus on ESG considerations, supply chain complexity and evolving cybersecurity threats. These powerful new trends have combined with more traditional risks – across assets, people and systems – to create a new era of risk management. We call it the era of Assurance 4.0. Here, LRQA’s Chief…
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Planning and Packing Practical Lunches: The Ultimate Guide for Busy Parents
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Host: Mindy McCulley, MS Extension Specialist for Instructional Support, Family and Consumer Sciences, University of Kentucky Guest: Courtney Luecking, PhD Extension Specialist for Maternal and Child Health Season 7, Episode 3 In this episode or Talking FACS, we're diving into the art of packing practical lunches with Dr. Courtney Luecking, Extensi…
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"Metaplanet surges on BTC buys" Jul 16, 2024
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Today's blockchain and cryptocurrency news Bitcoin is up 5% at $63,726 Eth is up slightly at $3,412 Binance Coin, is up .5% at 571 dollars Trump appoints pro-crypto VP running mate Metaplanet surges on BTC buys Ripple Labs donates $1M to super PAC Aethir reports $36M in revenue Coinbase narrows scope of SEC subpoena Tether blacklists wallet. Learn …
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Episode Description Sign up for the newsletter here: https://jerred.com Time-Stamped Show Notes [00:00:30] Introduction to the "No Bad Decisions" mindset. [00:01:30] How the mantra helps maintain focus in various aspects of life. [00:02:30] Examples of applying the mindset in daily routines and decisions. [00:03:30] Discussing the challenges of imp…
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Join Rick and Sergio of Max Business Profits as they discuss how inspections and forms are crucial for avoiding PMI and meeting insurance requirements. Let Rick guide you through some of the ins and outs of the affect on policy holders. To learn more: https://collierhomeinspector.com/ Trade Secrets Inspections Rick Kooyman rick@TradeSecretsInspecti…
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Episode 17 - Interview with Courtney about Marketing on Social Media and Websites
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29:35
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Join us and special guest Courtney Rudolph, owner of Elevate Marketing Studios, as we discuss how contractors can market their business through social media and websites. To contact Courtney, follow her Instagram @elevatemarketingstudios or through her website. Text Us Grow your business! Protect what you build! Keep more of your money! Plan for th…
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"South Korea considers delaying crypto gains tax again" Jul 15, 2024
6:15
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Today's blockchain and cryptocurrency news Bitcoin is up slightly at $62,594 Eth is up slightly at $3,340 Binance Coin, is up 1% at $564 South Korea considers delaying crypto gains tax again Hong Kong set to unveil results of stablecoin consultation Celsius and KeyFi founder to settle legal dispute. Tornado Cash co-founder Roman Storm's request to …
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839: Louis O'Connor: The Exciting Trends For Rare Earth Metals Right Now
33:26
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My guest in this episode is Louis O' Connor. Louis is the Founder, and Principal of Strategic Metals Invest. We are the only industry supplier in the world to offer private investors the option to purchase and profit from owning Strategic Metals. The investment play is exactly the same paradigm as investing in Precious Metals, instead the investor …
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