show episodes
 
Artwork

1
ACTEC Trust & Estate Talk

The American College of Trust and Estate Counsel | ACTEC

Unsubscribe
Unsubscribe
Weekly
 
ACTEC Trust and Estate Talk is a free weekly podcast series. The series offers wealth planning professionals' best practice advice, insights, and commentary on subjects that affect the profession and clients. The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,400 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration.
  continue reading
 
Join our community and get access to our free Masterclass - theWealthElevator.com/club Follow 'The Wealth Elevator' as it guides you on a journey toward financial freedom. Witness our transformation from humble beginnings, buying small rental properties, to becoming a general partner with over 2.1 billion in assets. Learn about our three-step system to wealth-building, including stepping into the world of alternative investments, unlocking passive income and mastering the art of infinite ban ...
  continue reading
 
Do you hate working as a lawyer? Are you an unhappy lawyer who wants to leave the law, but isn't sure what to do next? Do your family and friends think you're crazy for wanting to leave the law, or are you too afraid to tell them you don't want to be a lawyer? The Former Lawyer Podcast is for you! Each week, host Sarah Cottrell interviews a different former lawyer who has left the law behind. Hear inspiring stories about how these former lawyers are thriving and found their way to careers an ...
  continue reading
 
My AZ Lawyers is a full-service law firm based in Arizona that specializes in providing legal services to individuals and businesses across the state. The firm has a team of experienced and dedicated attorneys who are committed to provide top-quality legal services to all clients. My AZ Lawyers offer a wide range of legal services including bankruptcy, family law, criminal defense, immigration, estate planning, and personal injury. My AZ Lawyers 1731 W Baseline RD #101 Mesa, AZ 85202 (480) 4 ...
  continue reading
 
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.
  continue reading
 
Artwork

1
Main Street Business

Mark J Kohler and Mat Sorensen

Unsubscribe
Unsubscribe
Weekly+
 
The Main Street Business Podcast hosted by Mark J. Kohler with co-host Mat Sorensen discuss complex tax and legal topics like LLCs, corporations, estate planning, raising capital, and retirement planning in an engaging and charismatic way, making it easy for anyone to understand. Mark J. Kohler has done over +10,000 consultations with clients, is a Senior Partner at KKOS Lawyers and CFO/Board Member of Directed IRA Trust Company with $2B+ in managed assets. He’s a best-selling author of six ...
  continue reading
 
Are you a resident of Toronto or the Greater Toronto Area or planning on moving here? Whether you’re a homeowner, tenant, investor, or first time buyer - TR talks will give you weekly updates on their insight and honest opinions on the ever changing real estate industry. Consistently in the Top 0.5%-1% of Realtors across the GTA , out of approximately 75,000, your hosts, Team Rajpal bring you 50 years of collective experience to discuss market stats, tips and tricks for navigating the market ...
  continue reading
 
Artwork

51
Future Focused: Sophisticated Estate Planning

Wiggin and Dana LLP's Erin Nicholls and Michael Clear

Unsubscribe
Unsubscribe
Monthly
 
Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nic ...
  continue reading
 
Artwork

1
Elder Law Report

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

Unsubscribe
Unsubscribe
Monthly+
 
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.
  continue reading
 
Artwork
 
Welcome to The Real Estate Law Podcast, where we present enlightening discussions that effortlessly unite the worlds of real estate and law, featuring entertaining conversations with industry insiders and experts. Hosted by Jason Muth from Straightforward Short-Term Rentals and Attorney / Broker Rory Gill, recognized as one of Boston Magazine's Top Lawyers, our podcast brings together top advisors and real estate professionals from across the country. Join Jason and Rory as we explore a wide ...
  continue reading
 
Artwork

1
Directed IRA Podcast

Mat Sorensen and Mark Kohler

Unsubscribe
Unsubscribe
Monthly+
 
A show dedicated to educating and informing self-directed IRA and 401(k) investors on strategies, investments, legal structures, tax rules, and pitfalls. Hosted by tax lawyers Mat Sorensen and Mark Kohler who are also co-founders of Directed IRA & Directed Trust Company (https://directedira.com) where they have provided self-directed accounts for thousands of customers. They cover and discuss Roth IRAs, solo(k)s, prohibited transactions, real estate, start-ups, notes, PPMs, PE/VC Funds, UBIT ...
  continue reading
 
Join a group of renegade attorneys as they dive in to the latest cases and statutes; discovering how they affect our day to day lives. Explore the facts. Ask a question or contact the Josh and the team at (800) 659-1186 or visit JudicaCounty.com Sponsored by Whitaker & Hamer, PLLC. www.wh.lawyer • (919) 772-7000
  continue reading
 
Artwork

1
Kelowna Real Estate Podcast

Taylor Atkinson & Matt Glen

Unsubscribe
Unsubscribe
Weekly
 
Welcome to The Kelowna Real estate Podcast. With your hosts, award-winning Realtor Matt Glen, & top-producing Mortgage Broker Taylor Atkinson. Professionals in the industry, enthusiastic entrepreneurs, & successful investors, we’re transparent in our own real estate journey to help you be successful while bringing on guests who shape the city.
  continue reading
 
The Expert Podcast brings you firsthand narratives from experts across diverse industries, including private investigators, general contractors and builders, insurance agencies, vehicle specialists, lawyers, and many others.
  continue reading
 
The Capital Raiser Show is a podcast where people can learn best practices for raising private money for multifamily syndication and other real estate investments. We will interview successful syndicators and ask them how they raised for their deals, what strategies they implemented and what psychology they used. Guests will include multifamily syndicators, real estate investors and securities lawyers.
  continue reading
 
Artwork

1
The Property Line

Seyfarth Shaw LLP

Unsubscribe
Unsubscribe
Monthly
 
The Property Line is a brief and lively discussion of the biggest issues facing the commercial real estate industry. The podcast will deliver insights from Seyfarth’s real estate lawyers and other industry leaders on current market trends and how they impact all facets of commercial real estate.
  continue reading
 
Artwork

1
RAMPF EICHNER

Avvocati und Rechtsanwälte in Kooperation

Unsubscribe
Unsubscribe
Monthly+
 
"RAMPF EICHNER Avvocati und Rechtsanwälte in Kooperation" is a consolidated cross-border cooperation between Avv. RA Marco Rampf and Avv. RAin Dr. Susanna Eichner as well as their team of fiduciary professionals, providing legal and tax advice in German and Italian corporate law, compliance, business and contractual law, real estate, tax, inheritance and family law. Enjoy our podcasts with a new episode in Italian, German or English language (as the case may be) every 2 weeks! If you wish to ...
  continue reading
 
Artwork
 
Talking Tax, from Bloomberg Tax, is a weekly discussion of the most pressing issues facing tax and accounting professionals. Each week the podcast features discussions with lawmakers, federal regulators, lawyers, and journalists. From the courts to Capitol Hill to the IRS, Talking Tax has it covered.
  continue reading
 
Welcome to Law Talk with the Flock by Goosmann Law Firm! Do complex legal issues hold you back, preventing you from meeting your goals? Let’s get energized and bring clarity to your top legal questions. We are here to help you win disputes, protect your wealth, and spend time on what’s worth it. Our episodes address topics from business deals, complex litigation, finance, employee issues, divorce and family matters, estate planning, and real estate. Jeana Goosmann, CEO, Lawyer, Author, and W ...
  continue reading
 
Our goal is to provide valuable information so you can reach PEACE OF MIND through planning. FOLLOW NOW so you are armed with straight forward planning tips for when you're ready to get started! EASIEST WAY TO REACH US: https://www.zammittilaw.com http://www.yourplanningattorney.com ABOUT VAL -- Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helped her find estate planning, elder law and probate as her focus. Valerie’s natural care-giver ten ...
  continue reading
 
Artwork

1
The Great Trials Podcast

The Great Trials Podcast

Unsubscribe
Unsubscribe
Monthly+
 
The Great Trials Podcast offers a series of laid-back, casual conversations with leading trial lawyers, taking listeners "behind the scenes" of America’s greatest trials. Hosted by acclaimed trial lawyers Steve Lowry and Yvonne Godfrey, each podcast episode focuses on one important trial and includes in-depth, insightful interviews with the attorneys who successfully argued the case in front of a judge and jury.
  continue reading
 
Financial literacy is not emphasized enough for professionals during training, leaving many unprepared as they begin their careers. The topics covered in beyond MD apply to all professionals, including medical students/residents and practicing physicians. This podcast is led by radiologist Dr. Yatin Chadha and guided by expert analysis. Each episode, Yatin interviews accountants, lawyers, brokers, and advisors to heighten awareness on important topics, such as professional corporations, hold ...
  continue reading
 
After 25 years helping litigators find the right expert witnesses, Round Table Group’s network contains some of the world’s greatest experts. On this podcast, we talk to some of them about what’s new in their field of study and their experience as expert witnesses.
  continue reading
 
Learn valuable information about the law from Attorney Kenneth Landau and his expert guests concerning all areas of the law including criminal, wills and real estate - and about your right to sue and what to do if you are sued.
  continue reading
 
In Dishin' Dirt with Gary Pickren, South Carolina Real Estate Attorney/Broker/Instructor- Gary Pickren discusses important, timely and relevant topics for South Carolina real estate agents. He covers topics such as "wholesaling", seller disclosure, video marketing, repair addendum, RESPA and much more. All topics are either related to real estate or agency law, marketing or real estate agent best practices. Gary also brings a touch of humor to each podcast with his funny Corona Closing Crazi ...
  continue reading
 
Too often, hard working high performers find that the structure of their investments not only cause liability, but also create tax issues, and it is my job as a lawyer to ensure that is never the case. Each week I will provide the tools, tips, and strategies to create maximum wealth in real estate and other investment areas, as well as interview some of the most successful people that have created their own path to legacy wealth. I help people learn how to protect their assets AND grow their ...
  continue reading
 
Artwork
 
Who owns my body after I die? Can I leave my entire estate to my dog? Do I own the rights to the tattoo on my arm? Welcome to Trial by Podcast, a fortnightly podcast series by Australian law firm, McCabes where we discuss dinner-party legal topics, current events and the laws surrounding them.
  continue reading
 
Are you a software, telco or pharma sales exec? What about consultant, doctor, lawyer or just about any other high paid, super busy, time deprived professional looking for financial freedom via long distance real estate investing in U.S. based real assets? You can continue with your job while you build your education as well as your passive income streams... Each week, you can learn from real life experts and Main Street investors on how they're making positive strides so that you can do som ...
  continue reading
 
Artwork

1
Bricks & Banter

Tom Parkinson & Laura Cartwright

Unsubscribe
Unsubscribe
Monthly
 
Bricks & Banter What’s happening in the world of Residential Property & Conveyancing??? Property Lawyers Tom Parkinson of Rowlinsons Solicitors and Laura Cartwright of Bell Lamb & Joynson Solicitors take a light-hearted look at the challenges they face as Directors of their law firms and Department Heads, the issues facing conveyancers at the coalface and the property market as a whole. Get ready to listen to discussions and hear insightful interviews and captivating stories that inspire, in ...
  continue reading
 
Artwork

1
Lawyers for Jesus

Lawyers For Jesus

Unsubscribe
Unsubscribe
Monthly
 
Christian attorneys serving God in the legal field, from estate planning to civil liberties. Each week on the Lawyers for Jesus podcast, the attorneys from Mauck & Baker cover cover a variety of topics relating the Gospel to law, social issues, politics, culture, business, and education.
  continue reading
 
Artwork
 
Welcome to New Jersey's soapbox and megaphone for legal/lawyer/law-firm podcasting. Join us for NJ law discussions, series, and history. The best place to listen/watch is NJCriminalPodcast.com, where episodes are available by topic, guest, or chronologically. From cannabis legalization to the Lindbergh kidnapping trial, you're invited to listen, share, and rate the show at NJCriminalPodcast.com.
  continue reading
 
Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
  continue reading
 
911WealthNetwork.com Founder and Host, Dave Knight is a full time Police Officer who outside the workplace has been able to grow a multi-million dollar rental income portfolio. First Responders Wealth Network Real Estate Investing Podcast was created to help ALL First Responders become educated and exposed to the possibilities of real estate investing, the strategies used to grow your wealth, and to stop relying on your paycheque and pensions alone. Top millionaire investors, industry leadin ...
  continue reading
 
Tune in each week as Diana Lidstone shares business strategies, tips, and resources so you can work less and profit more. This business podcast is for established business owners who want to stop being the Chief Everything Officers ... but still want to make more money! The truth is....business owners who earn 10x more DO NOT work 10x harder. Diana coaches her clients to go from low 6-figures to 7-figures and beyond using her results-driven framework. Whether you're a financial advisor, lawy ...
  continue reading
 
The Pauline Chilton Show explores real estate, lifestyle, business, personal and professional improvement. Pauline Chilton is a licensed real estate Broker Associate in the State of Florida, with Berkshire Hathaway HomeServices Florida Properties Group and has been a Realtor for 19 years. She moved to Florida for the warmer weather, to live a healthier, more active lifestyle and she is doing this podcast to share knowledge, experiences and promote positivity. Please like, subscribe and share!
  continue reading
 
Dr. Grace Yum has quietly become one of the highest profile pediatric dentists in Chicago and beyond. She is in a small pool of less than 5% of all dentists who become certified in pediatrics. She also founded and built Yummy Dental and Orthodontics for Kids into a leader in its category. In this Podcast, Dr. Yum shares pearls of wisdom based on her experience that are designed to help moms be successful in their medical careers and in their lives more broadly. She interviews a rotating cast ...
  continue reading
 
Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
  continue reading
 
Loading …
show series
 
WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION Episode 70: Matt and Taylor are joined by Dani Brito. Dani is a Lawyer at Acorn Law Corporation from Kelowna, BC, who specializes in real estate, wills and estates and business law. Acorn Law Corporation is a small but mighty firm that provides tailored advice and family-friendly servic…
  continue reading
 
Join Dave Knight in this episode of the First Responders Wealth Network Podcast for an insightful chat with Brian Boyd, a tax lawyer and real estate investor from Nashville, Tennessee. Since 2017, Brian has built a successful real estate portfolio, managing multiple properties and generating significant income. Brian shares his journey and experien…
  continue reading
 
Is it time to begin your career in law? Applications for the 2025 cohort of the McCabes Graduate Program are open until July 31st 2024. In this Trial By Podcast, law graduates Leah Ahokava, Sarah Sassine, and Angela Vangdahl dive into the Graduate Program experience. Hear tips and tricks on the application process, what opportunities you can expect…
  continue reading
 
In this episode, we'll delve into Arizona's Community Property Laws and explore situations where filing for bankruptcy individually could prove advantageous. If you need guidance with the bankruptcy process, reach out to the experienced bankruptcy attorneys at My AZ Lawyers in Arizona. We will keep you apprised each step of the way, so that you and…
  continue reading
 
Join Mark J. Kohler and Mat Sorensen in their newest Main Street Business Podcast episode as they tackle the pressing issue of inflation and how it’s reshaping daily life for Americans. From taking on side gigs to mastering budgeting hacks and debt management strategies, they’ve got you covered during these difficult times. Here are some highlights…
  continue reading
 
This week, we’re replaying a classic episode where Steve and Yvonne interview Chris Hamilton of Hamilton Wingo LLP (https://hamiltonwingo.com/). Rate and review GTP on iTunes: Click Here to Rate and Review. View/Download Trial Documents Case Details: Discussing a landmark premises liability case, trial lawyer and Hamilton Wingo LLP partner Chris Ha…
  continue reading
 
Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this episode of 'The Engineering Project Management Podcast', we feature a replay of Lane Kawaoka's guest appearance on another podcast. Lane, a former professional engineer, shares invaluable insights into his transition from engineering and const…
  continue reading
 
For today's episode, we're joined by a special guest making waves in the real estate industry. Frank Rohde is the visionary behind owner fi, a platform utilizing fractional ownership to expand access to homebuying. With experience building impactful fintech companies, Frank identified a critical need and developed an innovative response. I'm excite…
  continue reading
 
#230 | Rentals, LLCs & Trusts - How Do They Work? Have you heard this before? "If you have rental property, you should have an LLC. If you have an LLC, it should be part of your estate plan." So how does it all work. Who owns and/or controls what? This episode breaks down the order and function of each part of the equation so you, your property and…
  continue reading
 
While it is true that customers are attracted to the best marketers, not necessarily the best products, it is our job as business leaders to turn prospects into customers, in other words, to close the sale. My guest on this episode is a master storyteller AND communication specialist. We chat about: Two necessary ingredients of storytelling. What c…
  continue reading
 
On this episode, Partners Erin Nicholls and Michael Clear continue their conversation with Wiggin and Dana Partner Jack Sousa, on entrepreneurship, equity, and entity structuring. They dive deep into the entrepreneur's guide to equity, employee stock options, and the strategic importance of early legal advice, with particularly valuable insights on…
  continue reading
 
Going Long Podcast Episode 438: The Truth About What Make Your 9 To 5 Optional Really Means ( To see the Video Version of today’s conversation just CLICK HERE. ) In the conversation with today’s guest, Billy Keels, you’ll learn the following: [00:13 - 00:58] Introduction to the show. [00:58 - 12:22] Billy helps you understand the full meaning of a …
  continue reading
 
Introduction to AI Impact on Jobs Exploring the growing impact of Artificial Intelligence on job roles across industries. Highlighting examples where companies have replaced human staff with AI, citing significant cost savings. Financial Implications Illustrating cost savings: replacing a 60-person writing department ($3 million/year payroll) with …
  continue reading
 
Guaranteeing Your Vehicle Title: Top Four Steps Ensure Vehicle Legitimacy: Check if your vehicle is eligible for a title. Vehicles with stolen reports or marked as junk won't receive titles. Use the Correct Process: Different scenarios require specific methods (e.g., court orders for liens). Using the wrong method leads to rejections. Avoid Phone o…
  continue reading
 
Introduction Discussing the rising threat of cyber attacks affecting businesses across industries. Even if your business hasn't been affected yet, preparation is crucial. Case Study: CDK Cyber Attack on Car Dealerships Recently, 15,000 car dealerships were paralyzed by a cyber attack, highlighting the devastating impact on operations. Losses includ…
  continue reading
 
Introduction: Discussing the recent CDK cyber attack affecting car dealerships and its broader implications for businesses. Key Points: Impact of the Attack: The CDK attack, while not widely known by name, has significant repercussions. According to CNN, these outages could become the new norm for cyber attacks. Duration and Disruption: Businesses …
  continue reading
 
Introduction Discussing the evolving landscape of cyber threats and the challenges companies face in defending against them. Highlighting the importance of continuous monitoring in cybersecurity. Main Points Continuous Red Teaming: Explaining how continuous red teaming is essential due to the rapid emergence of new and unknown threats. Continuous M…
  continue reading
 
Today we're diving into a crucial topic: Zombie Debts. What is a Zombie Debt? It could be a mortgage, a judgment, or a lawsuit—something you thought was long resolved. Perhaps an old car loan, once in collections or charged off, or a forgotten judgment. The common thread? "I haven't heard anything in years—5, 7, even 10 years. No calls, no attempts…
  continue reading
 
Introduction: The landscape of imported vehicles in the US is evolving, especially for non-dealership imports like Japanese mini trucks. These vehicles, often over 25 years old, were exempt from stringent import regulations under federal law. Challenges in State Registration: Imported vehicles must conform to state-specific road legality requiremen…
  continue reading
 
Introduction Discussing the CDK cyberattack on car dealerships in June, affecting over 15,000 dealerships indirectly through a vendor's hack. Key Takeaways Vendor Risks: Emphasize the vulnerability posed by third-party vendors in industries. Organized Cyber Threats: Highlight the sophisticated nature of cyber attackers like the Black Suit ransomwar…
  continue reading
 
Introduction Exploring ways to attract more customers to your business through effective marketing strategies. Case Study in Marketing Success Highlighting a remarkable marketing strategy that increased monthly organic traffic significantly. Increased from 37,000 visitors to 210,000 visitors per month, a fivefold increase. Discussing the potential …
  continue reading
 
Introduction to EV Market Trends: In mid-June 2024, the used electric vehicle market continues to see steep price declines, even drawing attention from mainstream business channels like CNBC. Price Declines and Predictions: Predictions suggest used Teslas could drop to $10,000 within the next year. EVs are becoming increasingly affordable compared …
  continue reading
 
Description: In this episode, we delve into the essential steps and considerations for anyone involved in a dispute, lawsuit, fraud, or embezzlement case. Learn how to determine if you have a valid case and the crucial aspects of securing legal representation. Key Points: Determining if You Have a Case: Understand what legally constitutes recoverab…
  continue reading
 
Host: Dave Pelligrinelli, Licensed Private Investigator, Certified Civil Court Mediator Overview: In this episode, Dave Pelligrinelli discusses the complexities and challenges of bringing a case of legal malpractice against an attorney. He offers insights into the obstacles one may face and practical advice on how to navigate this difficult process…
  continue reading
 
Get a practical and effective plan to protect your investments: https://www.strlawguys.com/ Free Guides: 5 Best Protection Strategies: https://www.strlawguys.com/5-strategi... Example of Asset Protection Plan: https://www.strlawguys.com/a-case-stu... Ultimate Guide to Short-Term Rental Insurance: https://www.strlawguys.com/the-ultima...…
  continue reading
 
In today’s episode, Sarah addresses a common question that lawyers who are looking to leave their positions often ask: Will you need a bridge job to make the transition? Sara answers by first discussing the two types of bridge jobs and what lawyers need to consider when answering this question for themselves. See show notes at formerlawyer.com/239…
  continue reading
 
This week’s episode explores the world of artificial intelligence as it relates to stock trading. While I’m not a stock trader, I find the use of AI in various aspects of finance fascinating. But before we do that, let’s take a step back for a moment and realize that sometimes you don’t need artificial intelligence to guide you. Sometimes you just …
  continue reading
 
Introduction: Discussing the vulnerability of passwords in cybersecurity. Reference to Forbes article on AI algorithms cracking passwords. Main Points: Password Vulnerability: AI algorithms can guess 87 million passwords in under a minute. Brute Force Attacks: Many passwords can be cracked inexpensively and quickly. Two-Factor Authentication: Impor…
  continue reading
 
Episode Summary: In this episode, we delve into the consequences of engaging in shady practices with car titles, such as title jumping and tax evasion. We explore a real-life case and discuss why it's crucial to adhere to legal processes when dealing with vehicle titles. Key Points: Common Inquiries: People frequently ask if they can get in trouble…
  continue reading
 
In this episode... Our guest, Thad McIlroy is an author, consultant, and expert witness specializing in AI marketing and social media. He has published or worked on over eighteen books and five hundred articles and consulted on topics including incorporating AI, digital publishing technologies, and beyond. While there are certainly pitfalls in any …
  continue reading
 
#229 | 𝗪𝗵𝗮𝘁 𝗶𝗳 𝗠𝘆 𝗧𝗿𝘂𝘀𝘁 𝗶𝘀 𝗦𝘂𝗽𝗲𝗿 𝗢𝗹𝗱? It may surprise you to know that the age of your Trust doesn't matter as much as how it is set up and worded. Watch this video and then talk to your estate planning attorney to make sure your Trust is truly meeting your needs and wishes. -- We’re here to help you learn more! Please comment and let us know if yo…
  continue reading
 
Grace has been with CEDR Solutions for ten years. She is currently CEDR's Solution Center Manager. Prior to managing the Solution Center, she served as both a Solution Center Advisor and as a Compliance Officer with CEDR. Her favorite area of HR is paid leave laws. Grace graduated cum laude from Georgia State University's School of Law. Prior to at…
  continue reading
 
If you are not willing to be arrested in the fight against climate change, are you willing to support those climate activists who are? That was the topic of discussion at the 2024 Margaret Henry Memorial Lecture with ethicist, writer and activist Dr Leslie Cannold from the Cranala Centre for Ethical Leadership, and Rising Tide Activist and Renewabl…
  continue reading
 
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …
  continue reading
 
📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …
  continue reading
 
Top 10 Frequently Asked Questions About Self-Directed IRAs Welcome to the Directed IRA podcast! In this episode, we tackle the top ten most frequently asked questions about self-directed IRAs. If you're curious about investing your IRA in assets like real estate, private companies, crypto startups, or private funds, this episode is for you. Join us…
  continue reading
 
#228 | 𝗜'𝗱 𝗥𝗮𝘁𝗵𝗲𝗿 𝗣𝗼𝗸𝗲 𝗠𝘆 𝗘𝘆𝗲 𝗢𝘂𝘁 𝗧𝗵𝗮𝗻 𝗧𝗮𝗹𝗸 𝗔𝗯𝗼𝘂𝘁... My Own Death! Just know that this is one of the most common reasons for people not starting essential planning. So, you're not alone. But we're going to help you push past the procrastination. Trust us. You'll want to. -- We’re here to help you learn more! Please comment and let us know if you fo…
  continue reading
 
Quick Take - (Full Episode - #100 - Link Below to Full Episode) It's our 100th Episode! Whoa! And we're super excited to be celebrating with a young dyanmo. One of the most steadfast and ambitious real estate investors in the Greater Boston area - the one and only Kyle Curtin! Wise beyond his years, Kyle Curtin is an ambitious 23-year-old real esta…
  continue reading
 
Finally, the MLSs strike back on the ridiculous settlement rules! Today we examine four different MLSs across the country that have decided to give the big middle finger to Michael Ketchmark and the settlement requirements. These MLSs are doing what is right and best for the consumer to ensure transparency and fairness to all buyers, sellers and ag…
  continue reading
 
Today I'm excited to host Justin Manning, a licensed life & health insurance broker from BC, to talk about a topic I've been getting many questions on lately: Health Spending Accounts, HSAs. Discussion Points: - Justin's background (4:05) - What is an HSA/PHSP (4:45) - HSA eligibility (5:42) - Who could benefit from an HSA? (9:45) - What services a…
  continue reading
 
OUR PODCASTS FOR SME AND ENTREPRENEURS: TRADEMARK REGISTRATION AND PROTECTION (PART 1) What are the steps for the registration of a trademark at domestic, EU and/or international level? What is the EUIPO? How can a company protect its trademark against third parties unlawful interference? In this podcast episode, Avv. RA Marco Rampf of "RAMPF/EICHN…
  continue reading
 
Going Long Podcast Episode 437: 5 Surefire Signs You Need A Profitable Side Hustle ( To see the Video Version of today’s conversation just CLICK HERE. ) In the conversation with today’s guest, Billy Keels, you’ll learn the following: [00:13 - 01:05] Introduction to the show and look back at the previous Anniversary episode. [01:05 - 10:16] Billy he…
  continue reading
 
Training for CPAs must evolve to focus on the skills and experiences necessary to meet future market demands, the leader of the largest US accounting industry group said. Barry Melancon, president and CEO of the American Institute of CPAs, also defended a required fifth year of college for CPA candidates, saying current rules have achieved their pu…
  continue reading
 
#227 | Are Joint Tenants on the Home OK? Is it Ok to add your kids as joint tenants in common on your home? It's probably not a good idea, and here are at least three different reasons why. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you w…
  continue reading
 
Buck and Zulfe discuss the importance of teaching personal finance to children and share their experiences with their own kids. They emphasize the need to go beyond basic financial literacy and teach kids about debt, investing, and building wealth. They also discuss the power of compounding and the different ways to compound wealth. The conversatio…
  continue reading
 
In this episode, we’re unpacking three common yet avoidable lien release mistakes that can have costly implications. We begin by examining the critical importance of selecting the correct form. Whether you’re a General Contractor or a subcontractor, choosing the right release form – narrow when receiving payment, broad when paying – is essential, a…
  continue reading
 
Ever wondered what to do with outdated estate planning documents that might cause confusion in the future? Join us on the Elder Law Report as attorney Samantha Gordon and special guest attorney Jordan Bentley tackle this crucial issue head-on. You'll walk away with expert advice on how to properly dispose of old wills and powers of attorney, ensuri…
  continue reading
 
Loading …

Quick Reference Guide