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Estate Plan Podcasts

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Get Real Podcast

Ron Phillips

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A refreshing look at the good, the bad… and the crazy challenges business owners face while building a profitable business and a beautiful life. Real estate investing power-preneur Ron Phillips pulls back the curtain, cuts through the hype – and helps you Get Real about success.
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Barenaked Money

Verecan Capital Management Inc.

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The naked truth about all things finance, from a Canadian perspective. This podcast is created and delivered by Verecan Capital Management Inc. Verecan Capital Management Inc. is registered as a Portfolio Manager in all provinces in Canada, except Manitoba.
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Planning Unplugged

Womble Bond Dickinson (UK) LLP

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Plan ahead with Planning Unplugged, the podcast series from Womble Bond Dickinson. In each episode, join members of the firm's UK planning team as they discuss changes in the sector - from biodiversity net gain to application fees - and what it means for you.
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ChooseFI

ChooseFI

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How would your life change if you reached Financial Independence and got to the point where working is optional? What actions can you take today to make that not just possible but probable. Jonathan & Brad explore the tactics that the FI community uses to reclaim decades of their lives. They discuss reducing expenses, crushing debt, tax optimization, building passive income streams through online businesses and real estate and how to travel the world for free. Every episode is packed with ac ...
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Best Real Estate Investing Advice Ever

Joe Fairless

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Welcome to the world's longest-running, DAILY commercial real estate investing podcast hosted by Joe Fairless. Joe went from buying $35,000 single-family homes to controlling over $1,900,000,000 worth of large apartment communities in under a decade. Commercial real estate is a compelling investment option, but knowing where to look and who to listen to can be overwhelming — especially when your money and legacy are on the line. The Best Real Estate Investing Advice Ever Show provides commer ...
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Jill on Money with Jill Schlesinger

Audacy

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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
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The Property Side Hustle Podcast

PSN Property Education

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The Property podcast with a difference from host Paul Rose - former co-founder of the UK’s biggest property sourcing network and former estate agent and deal packager/sourcer, Paul share’s his knowledge and thought’s on all things property and business. MUST LISTEN: For people looking to get involved and start a property based business.
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Estate Planning Strategies

Christopher Small

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Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
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Real Estate Agent Lessons With Mr.Mongo

Mongo

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The Podcast for Real Estate Agents who are looking to step up their game in the Real Estate Industry. Whether you are a brand new real estate agent, or a seasoned veteran, this podcast will help you increase business, make more money, take more time off and live a more abundant life.
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#parasandbazCAST

Gurdev & Anmol Singh

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Hear your property and finance questions answered LIVE on our Facebook and Instagram pages every Thursday at 3PM AEST. Featuring guest speakers and industry professionals. Post production audio uploaded here each week.
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Homeowner’s Best Moves

Judy Casad

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Homeowners - maximize your investment - even if you do not plan to sell. Utilize sound Smart To-Do's with Home Maintenance. The process of Selling your home. Tips for many aspects of the Buying process. Downsizing and financial support for Senior adults. Guests offer sound advice, tips and experience. Join us today! Follow and share with friends and family ~
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Rental Income Podcast With Dan Lane

Rental Income Podcast

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Inspiring interviews with everyday people that are generating passive income by investing in rental properties. On each episode, we talk to a landlord about how they found and purchased their rental properties, how they financed them, and issues they face with property management, and managing tenants. Make sure you follow the show. A new episode is released every Tuesday.
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Chan with a Plan

Max Chan

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Providing career advice in easy actionable steps, for frustrated professionals, helping you overcome career challenges so you can stop feeling confused and defeated and start feeling focused and confident in order to excel in your career.
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Real Estate Radio LIVE

Real Estate Radio LIVE

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Real Estate Radio LIVE is a podcast covering the world of Anything and Everything Real Estate™. Hosts Joe Cucchiara and Bobbi Decker are a team of full-time, real estate and finance industry professionals who believe that knowledge is power. With current market experience and honest, insightful perspectives - the guidance they bring to the air waves is an un-matched consumer & professional resource.
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Plan Your Estate Radio with Bob Bergman Podcast

Plan Your Estate Radio with Bob Bergman

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About two-thirds of Americans do not have an estate plan. That means when they die, the government decides the fate of their family and their fortune. Join Board Certified Estate Planning, Trust and Probate Law Specialist Attorney Bob Bergman for “Plan Your Estate Radio,” and discover what you should do to protect your rights. Bob’s 35 plus years of estate planning experience coupled with his easy manner and straightforward talk make this one of the most compelling hours on talk radio today!
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RealTrending

RealTrends

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Trends, analysis and success stories from leaders in the real estate industry.The RealTrending podcast features the brightest minds in real estate. Every week, brokerage leaders, top agents, team leaders, and industry experts share their success secrets, trends, and lessons learned navigating this ever-changing industry. Hosted by Tracey Velt and produced by Elissa Branch.
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Complete Estate Planning

Nick Rosenbauer

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Do you know what will happen to your loved ones when something happens to you? If you don’t know the answer, or don’t like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.
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Settling A Trust After Death (Part 2) 20:17

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Last episode, we started a special two-part series where Nick guided us through the steps involved when someone passes away. We're here to finish up this discussion today. Listen in as Nick talks about what it looks like to settle a trust after death in Ohio. Although trusts can vary widely in complexity depending on the terms of the document, this…
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JF3521: The Unsung Heroes Most Responsible for Executing Your Value-Add Business Plan ft. Kyle McKinney 29:56

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Kyle McKinney, CRE investor and founder/coach at Pentagon Property Academy, joins host Slocomb Reed on the Best Ever Show. In this episode, Kyle discusses the nuances of asset management, including the division of labor between property managers and asset managers and why asset managers are the experts most responsible for executing a value-add bus…
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Do we have notaries at the firm? 0:59

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Do we have notaries at the firm? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that’s easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstra…
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Deal Alchemy™ - Residential vs Commercial Property 14:51

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Deal Alchemy™ - Residential vs Commercial Property Deal Alchemy™ is all about manipulating the returns you're earning on your investments. Often, this is done through the choices we make when selecting the investment property and the strategies we choose to implement. For example, you could choose to invest in residential properties where your tena…
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(April 18, 2024) Defying the Masses: Smarter Retirement Planning Strategies 30:27

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Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/1726280/c1e-jp56fq2dw8sw5dgw-gd49m112fjjp-juyzdd.mp3 Al Gordon discusses the common tendency among Americans to feel the need to “Keep up with the Joneses,” a mindset rooted in ego that often leads to a herd mentality in financial planning, particularly regarding retirement savings. He o…
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Empowering Healthcare Choices: A Guide to Advanced Directives 27:38

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Joining host Tammi Caress in this episode of Navigating Estate Planning with Caress Law is Lori Eckel, a certified clinical social worker who focuses on palliative care, hospice, and serious illness. Tammi and Lori discuss the significance of living wills and advanced directives, emphasizing the part they play in a person's priorities and values, a…
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114. Revealing our Personal Real Estate Plans 50:20

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In this episode, Shawn and Matt talk about their personal real estate plans and goals. Video YouTube 3612 N Glebe Rd Connect with Shawn Battle http://www.thebattlegroup.com https://www.instagram.com/theshawnbattle Business inquiries: shawn@TheBattleGroup.com Connect with Matt Leighton http://www.themattleighton.com https://www.youtube.com/themattle…
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26: Week Planning 101 - Real Estate Agent's Guide to Weekly Success 12:20

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Welcome to "Real Estate Agent Lessons with Mr. Mongo," your go-to podcast for practical tips and insights to thrive in the dynamic world of real estate. In this episode, we're diving deep into the essential topic of "How to Plan Your Week as a Real Estate Agent." Are you tired of feeling overwhelmed by your schedule, constantly juggling tasks, and …
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Can We Build Dream Home 16:24

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With a bunch of money sitting in cash for a potential home purchase, should we leave as is, or invest it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and …
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#096 - Q&A edition...US government debt concerns, Health Savings Accounts, how to estimate taxes and MORE! 45:51

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Listener Q&A where Andy talks about: Am I concerned about the increasing amount of US government debt, and how do I think it will impact retirees' investments ( 1:32 ) Are there any custodians that offer Roth versions of SEP IRAs ( 16:58 ) Is there a simple way to estimate what your total taxes will be for the year ( 19:28 ) Could it make sense to …
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HOR - Why is a trust better than an LLC for real estate distributions? 3:02

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HOR - Why is a trust better than an LLC for real estate distributions? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that’s easy to do. Just click the link and set up a time for your free strategy session - htt…
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Beauty and Good Design 29:13

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How does beauty factor into planning and is there a need to make something beautiful when designing something new? Join WBD Associate Nicola Cotton, Professor Matthew Carmona from University College London, and Frazer Osment from LDA Design as they discuss how beauty folds into good design practices and whether new design codes as part of the Level…
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What’s the Best Financial Move for Us? 22:54

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We think we are in good shape to be fully retired in about two years but we're not totally sure. What do you think? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener…
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JF3520: The Worst Thing You Can Do at a Conference and the Science Behind Finding Partners and Building a Team ft. Liz Faircloth 33:27

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Liz Faircloth, co-founder of InvestHER, joins host Slocomb Reed on the Best Ever Show. In this episode, Liz discusses her background in personality assessments, including the importance of identifying personality drivers, visionaries vs. integrators, and why you should seek opposite personalities when targeting partners, employees, brokers, and mor…
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When dealing with a split family, is probate inevitable? 0:55

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When dealing with a split family, is probate inevitable? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that’s easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfir…
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116. Multiple Offer Scenario in Real Estate - Behind the Scenes 41:33

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In this episode, Shawn and Matt talk about multiple offer scenarios in real estate and take you behind the scenes. Video YouTube Amazon's deal with Virginia had it adding more than 2,500 new employees HQ2 in 2023. But it lost more than 200 positions there last year instead. Profitability as Proxy for a Healthy Business Model 1738 Glick Ct NW, Washi…
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HOR - 2026 estate tax reversion explained. 5:12

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HOR - 2026 estate tax reversion explained. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that’s easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estatepl…
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Overall Retirement Preparedness 15:03

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I'd love to get your thoughts on how I am poised for retirement, if there is anything I am missing and/or should be doing differently? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn …
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This Podcast Helped Him Go From $0 To Over $20K/Month In Rental Income With Chase Bauer (Ep 466) 22:31

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A few years ago, Chase was listening to the Rental Income Podcast, trying to figure out how to get started investing in rentals. After hearing dozens of stories from investors who had been successful in investing in real estate, he felt ready to buy his first property. Today his rental portfolio generates over $20,000 a month in net cash flow. On t…
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JF3519: Why Self-Storage Is Like Netflix, Raising Rents without Losing Tenants, and the Key to Creating Value ft. Jacob Vanderslice 48:06

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Jacob Vanderslice, principal of VanWest Partners, joins host Ash Patel on the Best Ever Show. In this episode, Jacob provides a comprehensive look at the state of self-storage. He breaks down the impact floating-rate debt has had on the sector, how securing financing has changed, and the changing face of self-storage demand. He also shares how he n…
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The Simplest Path To Launch Your Business And Build Your Dream w/ Matt Peet 45:22

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EPISODE SUMMARY: In this episode, we sit down with the dynamic Matt Peet, a seasoned expert in building successful sales funnels and a well-traveled entrepreneur. Matt shares his rich experiences working with industry giants and notable personalities. From capturing events featuring celebrities such as Will Ferrell and Paris Hilton to collaborating…
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#277: Smart Eviction Practices to Keep Your Property Profitable 24:14

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Join us for an engaging exploration of real estate management, focusing on eviction processes, maximizing investment returns, and effective tenant payment handling. Whether you're a seasoned landlord or new to the field, tune in to learn vital strategies that protect and optimize your investments. WHAT YOU’LL LEARN FROM THIS EPISODE Understanding t…
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(April 22, 2024) Boosting NOI & Property Value in Multifamily 30:15

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Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/1727092/c1e-7zdjt43o83aw3o97-ddkxw76di6p-jdtjgu.mp3 Mike Harrison explores real estate investment strategies focused on increasing Net Operating Income (NOI) and property value in multifamily properties. He highlights techniques developed by Lifestyles Unlimited members over decades to c…
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What to do when family members steal after death? 1:00

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What to do when family members steal after death? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that’s easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/e…
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The worst way to transfer assets to your minor children. 4:14

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The worst way to transfer assets to your minor children. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that’s easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfir…
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Christie’s co-CEOs on what’s trending in the luxury market 37:16

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On this week’s episode of RealTrending, we welcome two industry figureheads: Thad Wong and Mike Golden, the co-CEOs of Christie's International Real Estate and founders of @properties. Thad and Mike have been in business together for 27 years and are an extraordinary duo. During the conversation, the two talk about their business arrangements and h…
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JF3518: Lies in the Media, Shocking the Market, and Why Retail Is on Fire While Multifamily Struggles — Best Ever Roundtable 43:14

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In this episode of the Best Ever Show, hosts Ash Patel, Slocomb Reed, and Joe Cornwell convene for another Roundtable. In this episode, the guys recap their biggest takeaways from the Best Ever Conference, including why interest rates aren’t coming down anytime soon, how the media’s clickbait culture has misled investors, and why retail vacancy is …
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Unknown Future After Sudden Divorce 28:23

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I'm looking for advice on how to invest for my next chapter since my life completely changed after a gray divorce that was unexpected and moved very fast. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgo…
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488 | The Courage to Take Action | EconoMe LIVE with Doc G 54:28

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In this episode: courage from community, what to do next, overwhelm, finding community, and the evolution of FI. Live from the EconoMe Conference in Cincinati Ohio, Brad is joined by Jordan "Doc G" Grumet and a room full of passionate members of our community to discuss finding the courage to take action in your FI journey. While we understand mone…
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JF3517: Cheat Codes to Accurately Assess Capital Expenditure Needs Ahead of an Acquisition — The Due Diligence Show ft. John Wilhoit, Jr. 25:53

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Welcome to the Due Diligence Show, a new Best Ever series featuring deep dives into every aspect of the due diligence process. In this series, our host, Slocomb Reed, will interview expert guests to uncover their stories, tips, and strategies to give you the information you need to master the due diligence process. In this episode, John Wilhoit Jr.…
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Considering Retirement in Two Years 13:21

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After working in IT for 28 years, I'm considering retirement in the near future. Can I do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy …
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Ep 96 - Beyond Pollen • Homefront First Impressions and Allergy Survival 12:43

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We cover affordable do-it-yourself "curb appeal" tasks to ensure your property is well prepared for the warm seasons and attract Buyers. Tips to avoid high pollen count accumulation to minimize allergic reactions, and more. The Weather Channel Support us by sharing this Podcast with people you know ~ We appreciate and value your comments to bring y…
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EP 64: No Money to Invest in Property? Start Right Here... 17:24

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Paul is back with an all new episode on how you can get started with zero of your own money and build an income using JV partners. Find out how other people have gone from zero to earning a big income all with Paul's help and advice. Try out the app Paul talks about here: https://share.scoreapp.com/e9f60262 Apply for Mentoring: www.psnpropertyblog.…
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JF3516: Tax Mistakes Investors Make that Drive CPAs Crazy, and How to Avoid Them ft. Kiyoshi Simon and Amanda Han 25:21

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Kiyoshi Simon and Amanda Han join host Slocomb Reed on the Best Ever Show from the Best Ever Conference in Salt Lake City. In this episode, they discuss tax compliance, financial health checks, and why your tax strucutres need to evolve along wiht you and your real estate business. They also share the tax mistake investors make that drive CPAs craz…
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Should We Switch to Roth? 8:14

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With pensions in our future, and a good chunk of pre-tax savings, should we make the switch to Roth contributions? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener …
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(April 19, 2024) Unlocking Real Estate’s Tax Advantages 29:17

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Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/1726440/c1e-oko6fv98jrbvd93v-gd49mmxvi7w8-kzu8lb.mp3 Andy Webb discusses the tax benefits of real estate investing, explaining how investors can leverage passive losses against income taxes. He covers the five ways real estate generates income and briefly discusses the 1031 exchange for …
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