Best Estateplanning podcasts we could find (Updated September 2019)
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Show all about estate planning, retirement planning, life insurance, financial planning, life insurance, legacy, charitable giving, estate taxes, taxes, IRA, 401(k), business, business succession, family owned businesses, and everything in between.
 
Pennsylvania estate planning attorney Yvette Taylor-Hachoose explores the extraordinary legacies of ordinary people.
 
The Family Office Show is a weekly podcast dedicated to the family office industry. Within this podcast we explore ultra-wealthy, multi-family office, single family office, and even billionaire investment case studies and insights. Content includes interviews, recorded webinars, conference presentations and quick concise insights as well.
 
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Mastering Money
Daily
 
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 ...
 
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
 
While we all have dreams of simplifying our lives, it is not easy. Our podcast is here to help. It focuses on topics that can help make your life easier -- from finances and wealth planning, to your health, travel and more. It’s about putting life in perspective and having a game plan. Questions or topics you would like us to discuss, email podcast@marinerwealthadvisors.com or visit http://www.marinerwealthadvisors.com/podcast
 
Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
 
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Living With Money
Weekly
 
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 ...
 
ACTEC Trust and Estate Talk offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. ACTEC, a professional society of peer elected trust and estate lawyers, is passionate about estate and trust issues including elder law, estate planning, wealth management, probate law, wills, living wills, power of attorney, guardianship, medical power of attorney, trusts, irrevocable trusts, special needs trusts, charitable trusts, trust funds, ...
 
THE REAL MONEY PROS, formerly Idaho's Money Show Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros. The Real Money Pros is hosted collaboratively by experts who specialize in investing, financial planning, estate planning, taxes, insurance, and every other profession you can think of to help you grow and keep wealth. Plus, we make it fun. We'll help you know good advice from bad - Particularly when everyone seems to want a piece of your money. Th ...
 
Welcome to Life/Death/Law. A podcast about estate planning, an issue that affects all of us, because we’re human. Lawyers tend to make estate planning both boring and hard, but I think it doesn't need to be either one. After 20 years writing about it and writing estate plans for hundreds of families, I actually think it's a fascinating and rich topic. Death is like sex. We all do it, but we're often afraid to talk about it. I’m Liza Hanks and I am here to answer your questions with no judgem ...
 
Welcome to Life/Death/Law. A podcast about estate planning, an issue that affects all of us, because we’re human. Lawyers tend to make estate planning both boring and hard, but I think it doesn't need to be either one. After 20 years writing about it and writing estate plans for hundreds of families, I actually think it's a fascinating and rich topic. Death is like sex. We all do it, but we're often afraid to talk about it. I’m Liza Hanks and I am here to answer your questions with no judgem ...
 
CPA Ontario Future Forward offers a refreshing gateway to new ideas and hot topics for professionals across industries. Join Liz West as she speaks to industry experts on the subjects that matter most to today’s business leaders. Episodes range from 20 to 25 minutes in length and span a broad variety of hot topics, including wealth building, fintech and big data, leadership skills and much, much more.
 
Welcome to The Mineral Rights Podcast! I'm here to help you to make the most out of your oil and gas mineral rights and royalty interests. From the latest mineral rights news to featured guests, get the knowledge and resources you need to manage your minerals and royalties.
 
Educating at every step. Absolute Trust Talk is not your run of the mill general counsel show filled with legal jargon that doesn’t resonate. Through her 20+ years of practice, Absolute Trust Counsel managing attorney Kirsten Howe found herself working with clients who were confused and overwhelmed by the complexity of estate planning and saw a need to help clients with education and specific client-centered estate planning services. Now Kirsten is taking her expertise and experience to a ne ...
 
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SmartWealth Radio
Monthly
 
Here at SmartWealth Radio, our mission is to provide quality education on topics such as retirement planning, alternative investments, tax and estate planning, and more for the purpose of building and/or storing your wealth in safe, protected, tax-advantaged vehicles. Visit www.smartwealthradio.com to learn more about who we are and what types of strategies we have that may work for you!
 
Bases Loaded Selling is Created by J.D. (James A. Dunn), Author of The Official Advanced Sales Playbook (Series).
 
EON Financial Group SMSF Podcast brings you a weekly interview with an industry professional or a successful trustee to help you make better decisions for your super fund. We aim to compound your knowledge to help you achieve better results from your fund.
 
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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Pharos Law Podcast
Monthly
 
Welcome to the Pharos Law Podcast, featuring an attorney’s view of the world…(at least the part relating to estate planning, business law and things like that.) We also talk about stuff outside of the legal world. Let’s face it, attorneys see things differently, for better or worse. So listen, and maybe you’ll learn something. (Listeners should beware of sarcasm and attempted humor.)
 
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show series
 
Show Description: We are excited to announce our 10 Year Anniversary! Our original founders Jason Labrum and Rick Labrum, Darcy Wadsworth and Jordie Czapinski founded what was then called Labrum Capital Advisors in September of 2009. Over the past 10 years our clients and team have evolved to shape what has become one of the largest independent ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch sit down with insurance expert Steve Marsh to discuss Medicaid expansion in Idaho, and what to expect for both the open enrollment period, and what's in the works for 2020. A listener calls in with a question about mileage allowance with a new job, and what the tax consequences might be. B ...…
 
As an investor, you can choose to invest in companies that pay dividends, or choose those that do NOT. With non-dividend paying stocks, there is only one way to make money: the price must go up. Period. With dividend-paying stocks, you have three ways to make your nest egg grow. Generally speaking, companies that pay regular dividends make it p ...…
 
In this solo show, financial advisor posits why the president might want to cut interest rates to zero, "or lower" - what are the benefits individuals and the country as a while might see from such a move? Then, a little history lesson on the markets before and after 9/11, and how those times compare to what we're seeing in 2019. Finally - a re ...…
 
Elizabeth Warren wants to be your president, and she is now pulling even with Joe Biden for the Democratic nomination. Unlike Sleepy Joe, Senator Warren is a high energy pusher of a form of socialized capitalism that she has renamed "Accountable" capitalism. It has a more saleable ring to it, but under her policies, all corporations worth more ...…
 
Sherry L. Baker shares the journey to her family therapy practice and the impact of the Civil Rights Movement on her beliefs when she was 18 years old. She entered the University of Mississippi at the time of the entrance of James Meredith, civil rights activist and the first African American student to enter University of Mississippi.…
 
In Ep. 86, we continue our look-back on some of the best answers on the podcast from the Summer of 2019. This week we have questions and answers talking about FIRE, attracting more women to the advisory business, the best parts of family businesses and owning your own shop and more! Enjoy!By Tim Mullooly.
 
It's always a joy to meet someone who is grateful for their life and wants to share how to get paid money for the products you use. Avril Sellars has moved country twice and reinvented herself. Avril is happy to have her own business, with a low start up and work from home. Avril now knows how to make a direct marketing business work for you.…
 
Financial advisor Brian Wiley is joined by CPA Hazen Armstrong and solar energy expert Brien Riff of Big Dog Solar to discuss why Idaho is so great for harvesting the power of the sun, and why the installation of panels is a great investment for many homeowners. On the tax side, Hazen and Brien explain the nearing "sundown" for tax credits, and ...…
 
Automation is threatening 25% of jobs in the U.S.-- RIGHT NOW-- according to the Brookings Institution, in a report covered both by CNBC and the Wall Street Journal. The disruption will hit certain people harder than others, including low-wage earners and men. Should a recession come, the move to automation will accelerate. These are the findin ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss the state of the Treasure Valley's real estate market and ask the question on many people's minds: are we in for another slowdown? The rest of the nation's major metropolitan areas have already seen the beginning of a decline, and yet the Boise MSA continues to enjoy (o ...…
 
Safety MATTERS in retirement. Going backward due to a market crash is a foolish financial blunder that we ALL want to avoid! A big setback results not only in the loss of money but the loss of precious TIME. You can make money back, but you can't make back the time you lose. Those who retired in 2007 discovered in 2008 that ten years of stock m ...…
 
A primer on creating a charitable private foundation, federal tax rules, state laws and required corporate documents. 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 best practice advice, insigh ...…
 
The market has been a wild ride in 2019, and the volatility in price swings and investor psychology isn’t letting up. Despite current popular opinion that recession is imminent, we are reading the signs differently. Jeff Krumpelman, chief investment strategist of Mariner Wealth Advisors joins the show to discuss how he and his team views the ma ...…
 
In this solo show, Brian discusses the big market pop as the US and China agree to continue tariff talks in October. There's a big problem with the news media - especially in regard to market news. CNN and FOX Business News cover the same story with completely different viewpoints, even on jobs numbers. Trump has submitted his plans to end the ...…
 
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, featuring top market experts and heard by millions of listeners—including Saturdays right here on Money Radio! After an update of the markets and today's breaking financial news stories, we'll take you ...…
 
Now that the 2nd decade of the 21st century is coming to a close we can reinforce timeless market lessons once again. The “Lost Decade” is a common example used when describing “the worst of times” for the S&P 500 where it returned an annualized rate of -0.95% from January 2000 through December 2009. Fast forward from January 2010 to June 2019, ...…
 
In this episode we provide an overview of the types of documents you should keep for your mineral rights and royalties. In other words, we talk about document management for mineral owners. We cover the most common documents you should have on hand as well as the high-level categories these documents fall into. Listen to the end for some tips o ...…
 
According to the Wall Street Journal, a significant portion of the sensitive data we have today is going to be cracked by foreign powers in the not-too-distant future, and there is nothing anyone can do about it. The danger comes from an ultra-powerful and still-experimental technology called QUANTUM COMPUTING. Unlike current computing, QC leve ...…
 
Federal spending has increased by 20% under the Trump administration to the tune of trillions. The president has done the opposite of his promise to decrease spending and reduce the deficit. Brian and Steve don't know how it's possible to have faith in our elected officials when we're spending more than we've ever spent, with another $57 trilli ...…
 
Nothing is a bargain in this world unless it serves a purpose and helps you achieve a goal. Managing your own money to save a fee can work, but we all know the do-it-yourself approach seems to work BEST when markets are RISING! Rising markets tend to lift ALL boats. As the saying goes, in a bull market, EVERYONE is a genius! But the real measur ...…
 
On this week's episode, we catch you up on some of the best answers you might have missed on your summer vacation! If you've taken the past few months off from worrying about your finances, soaked up some sun, and enjoyed the summer - we've got you covered! This week and next week we will be recapping some of the best answers from the podcast t ...…
 
Learn why wealth is tops to control your time. Daniel Ameduri, from futuremoneytrends.com, is passionate to show you need to have passive income to gain financial freedom. Daniel is under 40 and is already a self made multi-millionaire. Daniel's new book shows when you create passive income it will gain the financial freedom you desire which gi ...…
 
Brian and Steve do their best to avoid political issues on the program - including the ever-contentious 2nd Amendment debate. In a nation which sees near weekly mass shootings with minimal response from government leaders, we're seeing private corporations like Walmart and Kroger take customer safety into their own hands. This seems to irk the ...…
 
For nearly 20 years, many financial advisers have operated under the notion that most retired clients can confidently spend a maximum of 4% of their nest egg — adjusted for inflation — each year without worrying about running out of money. It's known as the 4% withdrawal rule, but here's the problem: the so-called "rule" was calculated when tre ...…
 
The economic rumor mill continues to foment worry, discontent, "irrational exuberance", and plenty of other unfortunate feelings among every day Americans and politicians alike. To what end? We can't agree on the definition of a recession, but Brian is sure of one thing: overblown, uneducated, skewed opinions are causing major damage, and it's ...…
 
Show Description: In recent years investors have shifted to index funds from active fund managers in a big way. Some, including Michael Burry – which was the story of the “Big Short”, believe that small-cap and particularly small-cap value is the place to be given the rush to index funds. Why? Most index funds are capitalization weighted which ...…
 
What you need to know regarding income tax charitable deductions for individuals following the 2017 Tax Cuts and Job Act from an estate planning expert. 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 profess ...…
 
Although you might think the term “fake news” was invented by President Donald Trump, you might be surprised to learn that it has been around longer than you think and is at the center of important and current research at institutions like MIT and Temple University. Fake News in all its forms is RAMPANT—in politics, social life, and especially ...…
 
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, featuring top market experts and heard by millions of listeners—including Saturdays right here on Money Radio! After an update of the markets and today's breaking financial news stories, we'll take you ...…
 
Vice, vice, baby? Investing is capitalism in its purest form - but not all investors are willing to invest in everything. Whether it's Big Tobacco, the growing cannabis industry, arms, or liquor - there's an increasing number of options for those hoping to avoid Sin dividends. Catholics, Muslims, Women, or socially-conscious investors have more ...…
 
Dividend Aristocrats are companies which have not only PAID but have RAISED their dividends a minimum of 25 consecutive years, or longer. In 2008 when the S & P 500 fell by 37%, the group of stocks WITHIN the S & P 500 known as the Dividend Aristocrats, only fell by 22%. Dividends make a concrete difference in your investments because they aren ...…
 
Investors continue the so-called "flight to quality" by buying more into bonds in the name of "safety", but when does risk aversion become so extreme that there's little use to invest at all? Emotions and investing are a dangerous combination, but it often proves difficult to separate the two because both greed and fear are powerful. A caller f ...…
 
In this month's Mineral Rights Podcast news episode for August 2019: As Drillers Struggle, Shale Investors Seek Safety in Mineral Rights | A top-producing, but struggling, Eagle Ford driller hit with $44M court judgment | Deadline set in White Star Petroleum bankruptcy: Mineral rights owners have until Aug. 23 to file claims As always, you can ...…
 
Mastering Money listeners like to travel and let's face it--Investing well and travelling go hand in hand. The better and safer you feel about your investments and retirement income, the more likely you are to hit the road after you retire. Be careful, however, if you are thinking about going to Cancun, Mexico. Mexico’s Yucatán Peninsula is fam ...…
 
Season 1 of What's Your Legacy has wrapped, and Season 2 begins on Thursday, September 12. Now's your chance to catch up on any of the 48 episodes you may have missed. Thank you to everyone who has listened, subscribed, and spread the word about What's Your Legacy. We'll see you in two weeks for Season 2!…
 
In Ep. 84, Tim talks with Tom about some major financial planning mistakes people make during different stages of their life. They each share their top two mistakes for people in their 20's just getting started, people in their 40's with an established career and a family, and people in their 60's nearing retirement. Enjoy!…
 
Anne Marie Cummings, Author and Real Estate Property Developer, talks about why staying relevant is key to a successful retirement. In her new book, Baby Boomer Bonding, Anne Marie steps you through reventing yourself to be retirement ready. Get inspired by this lady who is not just talking the talk but also walking the walk. Ann Marie is now r ...…
 
Congrats, Treasure Valley, we made another list! This time, it's fastest-growing housing prices in the nation. Yay? Regular listeners to the show might remember that Brian is fired up about property taxes. He's not the only one. From Boise to Caldwell, homeowners are feeling the pinch - but the pinch is feeling more like a bear trap these last ...…
 
The demand for annuities is strong despite the desperate attempts at unfounded criticism by promoters of front-loaded mutual funds-- like radio host Dave Ramsey, and elite TV billionaires like Ken Fisher-- who seem to think they are smarter than you! As we have said many times, Ramsey has done noble work helping younger middle earning Americans ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch are professionals, and humans. Our offices are fortunate to be able to help people before, during, and after good and difficult times in life, but some days are more difficult than others. Unfortunately, the loss of a client this week means everyone goes into action while mourning, but wit ...…
 
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