show episodes
 
Podcast on all things estate planning! Gentreo is the premier online estate planning platform and your source for information on everything surrounding estate planning in the modern day. As of February 2023, The Gentreo Podcast will begin uploading monthly episodes to offer deeper insight into the many aspects of modernized estate planning.
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ACTEC Trust & Estate Talk

The American College of Trust and Estate Counsel | ACTEC

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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.
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Mastering Money is hosted by Certified Income Specialist Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strate ...
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The podcast is filled with advice, tips, and many real-life examples demonstrating what can go wrong (and what can go right), depending on whether or not families plan accordingly in advance, communicate clearly with one another, and are willing to put petty and selfish differences aside. No one likes talking about death and inheritances before they absolutely have to, but as I have learned from personal experience, having these conversations earlier, rather than later, will save a lot of ti ...
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When your goals are meaningful and your wealth has purpose, you can truly live with intention… Welcome to Intentional Wealth, a monthly podcast where, alongside notable financial professional guests, Private Wealth Advisor and Founder of Braun-Bostich & Associates, Amy Braun-Bostich, delivers useful insights and strategies that help YOU to live your best financial life! Learn more about Braun-Bostich & Associates at https://www.Braun-Bostich.com
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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 ...
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Retirement Road Map®

Derek Gregoire, Keith Ellis, and Matthew Peck

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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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Absolute Trust Talk

Kirsten Howe: Attorney and podcaster

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Absolute Trust Talk is your navigational compass that brings together the business of trusts, estate planning, and aging – your home base to find the knowledge you’re seeking on what lies ahead. With over 27 years of experience, Kirsten has seen her fair share of clients confused and overwhelmed with the complexity of estate planning and the challenges and obstacles that life can throw your way. On a mission to take her vast expertise and experience to a new level, Absolute Trust Talk host K ...
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Your Money Momentum

Global Wealth Advisors

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Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Planner™ Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. We’ll bring you market observations and interviews showcasing real-life examples to help you accum ...
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The Guided Retirement Show is here to be your guide as you travel to and through a successful retirement. When you go on a vacation, you may think it’s something you can do on your own and that may be true. If the destination is the Grand Canyon and your only goal is to stand on the south rim of the Grand Canyon to see it, then it’s probably easy enough without a guide. But what if you're taking a trip to the Amazon and you've never been there before? You know the rivers can be dangerous, th ...
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Crump Insights

Crump Life Insurance Services

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Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
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Amanda Rocha is an estate planning and probate attorney in California. The podcast discusses common questions in these areas as well as key tips. You can expect topics on wills, trusts, conservatorships, probate, asset management, guardianships, financial tips, and more.
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Attorney Barry Gardiner discusses legal issues relating to estate planning, wills and trusts, federal taxation, elder law, and other corporate and business law topics, especially as they relate to people and businesses in New York and New Jersey.
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Ann talks to those who are getting Retirement Ready and the topics range from:- setting up income streams for retirement, advice from experts, what people are getting up to in retirement, volunteering, where they are relocating to, health and happiness topics
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What would a law firm built by the founders of Disney, Four Seasons, Amazon, and Zappos look like? Lawyers (and other professionals) aren't in the same "service" industry as those companies, but that doesn't mean we can't benefit from employing their rigorous service mindsets. We give you inspiration and tactics to smooth out your processes, bolster your reputation, and increase your revenue - every episode of Five Star Counsel has actionable tips for you to build the firm that clients rave ...
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Tim and Tom Mullooly from Mullooly Asset Management bring you "Living With Money". Tim and Tom will walk you through your financial life step by step. From the very basics of personal finance to in-depth financial planning and investing methods, you will truly learn how to live with money. With years of experience spanning multiple generations, Tim and Tom bring a unique perspective to your financial life, whether you're just starting out, or getting close to retirement. Through educational ...
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Hello and Welcome to the Financial Legacy Podcast. I am your host Maria Ellis. On the Financial Legacy Podcast, we will talk about Financial Planning and Estate Planning Legacy. Financial planning is the process of determining a person's or a company’s financial needs or goals for the future and the means to achieve them. Financial planning involves deciding what investments and activities would be most appropriate under both personal and broader economic circumstances. Financial Legacy is t ...
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show series
 
Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. "MOTLEY FOOL MONEY" is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we'll update breaking fin…
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If you’re worried that artificial intelligence will transform your job, insinuate itself into your daily routines, or lead to wars fought with lethal autonomous systems, you’re a little late—all of those things have already come to pass, says Christopher Mims, the Wall Street Journal’s chief Technology editor. We’ll review his eye-opening report in…
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#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…
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Join Jacob this week as he discusses the importance of reviewing your estate plan before jetting off on vacation What key tasks need to be considered to ensure peace of mind on your next getaway? In this solo episode, Jacob breaks down the easiest ways to review your plan and ensure that no matter where you are in the world, you are protected.…
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Go woke, go broke? More and more Green New Deal businesses... are going OUT of business. Three years ago, Aspiration Partners, funded by the likes of Leo Di Caprio and other celebs, designed a debit card for sustainable shopping that would stop climate change, promising to plant a tree with every card swipe.That business is looking like Biden’s pre…
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If you’re wondering if structured products can help smooth out the effects of market volatility on your investment portfolio, you’re not alone. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss why investment banks use them, how the average investor can take advantage of t…
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#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…
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Young Professionals: Now that you're past the basics of financial planning, what should you be thinking about as you continue building your wealth? Host Michael MacKelvie, wealth advisor, is joined by Jinger Pajestka, senior wealth advisor, to discuss goal setting, employer benefits, real estate investing, estate planning and insurance, all to help…
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In this episode we answer listener questions submitted by Ben, Mark, Jennie, and David. This episode was filled with a wide variety of questions from how to value non-operated working interests and how to find a buyer, the differences between different types of oil & gas interests, lease washouts, how to find production data for Oklahoma, and the D…
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We’ve all heard the saying, “Don’t put all your eggs into one basket,” which rings true for building your portfolio. The ideal portfolio consists of more than stocks and bonds – it includes Alternative Investments, like real estate, drilling funds, and value adds. In this episode of Absolute Trust Counsel, certified financial planner Miguel Delgado…
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#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…
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Technology finds its way into every facet of life. Scientists have been perfecting the art and science of making composite materials of late, to take the place of steel and aluminum in airplanes and cars. We’ll tell you how these composites are made and who’s making them in the Market Intel segment, then Shelley Grandidge joins us to talk about Med…
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In Episode #15 of Intentional Wealth, host Amy Braun-Bostich is joined by Jessica Cline of 9Round Fitness to discuss the importance of personal fitness and the advantages of physical activity at any age - especially during your retirement years. Tune in to hear about the benefits of staying physically fit into your retirement years, different exerc…
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… U.S. prosecutors are cracking down on commercial mortgage fraud, a growing push that is sending shivers through the $4.7 trillion dollar industry. Will commercial real estate bring down the economy? More and more commercial mortgages are going into default that were funded with bonds that investors gobbled up--it could be bad news. A Wall Street …
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Turney Berry concludes his lecture with the importance of mentorship, community engagement, and diversity in thought and professional organizations. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals b…
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#226 | It's the IRS - So It's Good News & Bad News What happens if you want to sell a house and you have the Tax ID number for the Trust but not the confirmation from the IRS. Not all is loss, but you will have to jump through some hoops. Here's what to do. -- -- We’re here to help you learn more! Please comment and let us know if you found this ad…
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#225 | Can the Beneficiary Carry Capital Losses? If the beneficiary sells a property, can they carry any capital losses? Someone got some misinformation, which we'll clear up for you here. -- 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 wo…
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Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. "MOTLEY FOOL MONEY" is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we'll update breaking fin…
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Congratulations on your retirement! ...Now, get to work!! Nearly double the number of retirees are returning to work full time or part time reports the Wall Street Journal. We’ll review that report in the Market Intel segment and tell you why—then health insurance and Medicare specialist Shelley Grandidge joins us for the Q & A on health insurance …
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#224 | What About Timeshares? With all the snowbirds in NY and NJ, timeshares are often an issue with estate planning and this is a very frequently asked question. So we'll talk pros, cons and what to do with your timeshare, and most importantly WHEN. -- We’re here to help you learn more! Please comment and let us know if you found this additional …
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Real estate deals don’t always work out…. The giant $10 billion dollar Starwood commercial real-estate fund is scrambling to escape an imminent cash crunch. It's being caused by the long line of investors who want their money back. A Wall Street Journal report on what can go wrong in real estate in the Market Intel segment, then we’ll talk about th…
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Happy Independence Day and happy Episode #250! In this month’s Mineral Rights News episode, we discuss an important new endangered listing for rare lizard could slow oil and gas drilling in the Permian Basin, a report on the production forecast for 2025, and a surprising lithium discovery in Pennsylvania, plus the rig count! As always, links the ar…
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#223 | So Who Gets What Now? Listener Question: There's NO WILL. What happens when a parent dies with one living child and one grandchild of a deceased child? It will likely depend on the intestacy laws of your state, but here's how it'll go down in New York. -- -- We’re here to help you learn more! Please comment and let us know if you found this …
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Join David as he has a conversation with grief educator Brian D. Smith who shares his personal journey of finding hope and growth amid grief. Learn about the levels of grief, practical steps for coping, and the transformative power of supporting others while navigating loss and healing. Tune in for an inspiring discussion on navigating grief in tod…
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Today’s digital world is full of thieves and scammers looking to access your information and use scare tactics to steal your hard-earned money from you and your family. Victims of these fraud scams are often retirees and the elderly, who are so scared that they send thousands and thousands of dollars before realizing what is happening. To help you …
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Medicare drug plans are much more affordable this year for millions of Americans, courtesy of those nasty rich taxpayers. We’ll review how the significant savings will work in 2024 and 2025 in the Market Intel segment, then Medicare expert Shelley Grandidge joins us to dig a little deeper in the Q & A. A fact filled show you don't want to miss, MAS…
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In our latest episode, we welcome back Miguel Delgado, Senior Wealth Advisor at Legacy Wealth Management. Miguel previously offered an excellent inside look at financial planning for small businesses, and his insights were so valuable that we knew we had to have him on again. This time, we're diving deeper into the challenges that businesses often …
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In part 2 of Turney Berry’s lecture, he discusses the importance of estate planning in civilization and why diversity of experience is critical to the profession. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers p…
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#222 | 𝗖𝗮𝗻 𝗬𝗼𝘂 𝗗𝗶𝘀𝗶𝗻𝗵𝗲𝗿𝗶𝘁 𝗦𝗼𝗺𝗲𝗼𝗻𝗲? Absolutely! HOWEVER, this episode has some specific suggestions as to how to make sure your wishes are followed should your heir at law decide to contest your estate plan. -- 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…
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Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. "MOTLEY FOOL MONEY" is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we'll update breaking fin…
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#221 | 𝗗𝗼 𝗜 𝗛𝗮𝘃𝗲 𝘁𝗼 𝗣𝗮𝘆 𝗧𝘄𝗶𝗰𝗲?! If you live in one state and you sell a property in another, do you have to pay taxes twice? Reporting in both states is likely mandatory, as for payment....well you'll have to watch the video to find out. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge usef…
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Congratulations on your retirement! ...Now, get to work!! Nearly double the number of retirees are returning to work full time or part time reports the Wall Street Journal. We’ll review that report in the Market Intel segment and tell you why—then health insurance and Medicare specialist Shelley Grandidge joins us for the Q & A on health insurance …
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Well, if you listen to some proponents of AI, the story goes that AI will create jobs, not take them away. So far, it’s working in reverse. A Wall Street Journal report for you in the Market Intel segment, then, we’ll discuss the real reason why bucket planning works so well when planning your retirement. MASTERING MONEY is on the air!!!…
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#220 | 𝗬𝘂𝗽! 𝗜𝘁'𝘀 𝙏𝙃𝘼𝙏 𝗺𝘂𝗰𝗵 𝗯𝗲𝘁𝘁𝗲𝗿! One of the most common questions we get is, "What makes a Trust better than a Will?" There are a many but this video just breaks down our Top 5. -- 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 would SUBSC…
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I had a great conversation with Registered Professional Landman, Ryan Fairbanks, recently. We discussed a wide range of topics including what it is like to be an independent landman to how other oil and gas professionals and mineral/royalty owners can benefit from networking with their peers. Ryan also talks about his podcast, the Landman Pivot Pod…
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#219 | 𝗜𝘁 𝗶𝘁 𝗧𝗼𝗼 𝗟𝗮𝘁𝗲 𝘁𝗼 𝗚𝗲𝘁 𝗮 𝗠𝗼𝗿𝘁𝗴𝗮𝗴𝗲? So, you've created a Trust and funded it with your property. Good for you!! But, now you need a mortgage, or a HELOC or just need to use some of the equity. How will this affect your Trust? Is it even possible? -- We’re here to help you learn more! Please comment and let us know if you found this additional …
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Welcome to season 3 of the Gentreo podcast where this week Jacob is joined by Sharon O'Connor, a developmental psychologist and management consultant. Sharon has spent her career working with individuals and organizations to help them overcome challenges and become more productive. Sharon and Jacob discuss the mental roadblocks that come with the d…
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