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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News
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealty
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all mixes: www.djexecutor.ru
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In 1996, Sue Knight was found dead in her Athens, TX, home. Her will named a loose acquaintance as the executor of her estate, but after an alleged phone call from the CIA and a dire warning from the local sheriff, the executor stopped asking questions. More than 25 years later, Sue’s memory haunts the town of Athens and the people who knew her. Who was Sue, really? Why did this English expat settle in small-town Texas? And could she still be alive? Under Cover of Knight is an Apple Original ...
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Under the last will and testament of my sister Janet Carsonberg, as the sole beneficiary and executor of my sister’s possessions and estate, the following is an itemized list of all her non-probate assets.
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This podcast makes it easy for YOU to understand estate planning! Host and Attorney/Mom Leslie Sultan gets on the mic to talk about topics that show YOU how to protect your family and assets. And prepare yourself to listen to estate nightmare stories. This podcast is a product of Sultan Attorney and is produced and edited by Xavier Mejia.
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Join our friendly team of solicitors as they answer common legal questions in our podcast series. Planning for your Future - covering Wills, Powers of Attorney, Deputyship, Inheritance Tax, Trusts and the Probate process. Dispute Resolution - covering Neighbour Dispute, Removing an Executor under a Will and Will/Inheritance Disputes. Company & Commercial - covering Possession Proceedings, Shareholder Agreements and Disaster Recovery Plans. Find out more about us, our services and what our cl ...
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PlanningSolo Presents: Life, Loss and Legacy - a podcast series to help you navigate those first few years after the loss of your partner. In this series, independent financial adviser and series host, Jordan Vaka, will unpack all of the questions, jargon and tasks that you're now having to juggle as you walk along this path.
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Financial and retirement planning guidance from Mike Flanders of the Strategic Planning Corporation in Colfax, NC. We’ll strive to make sure you have a clear view of all the issues that impact your decisions so that you’re prepared for your financial future.
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A conversation around the freedom and peace that comes from talking about death. Airs the 4th Wednesday Of The Month from 6:30pm-7pm on KVMR-FM Nevada City
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Halal Money Matters is your source for insights on how to manage your money in accordance with your principles. Join our hosts and an assortment of special guests as they discuss Halal investing, retirement, financial planning, and much, much more. Brought to you by Saturna Capital and the Amana Mutual Funds Trust.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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This is a podcast by Josh Key, owner and managing attorney of Key Law. Key Law is an Alabama law firm that takes the headaches out of estate planning and probate so that families can focus on what's important. This podcast will examine and explain estate planning and probate strategies and concepts, from a real lawyer, to help you determine how to get the best estate plan for you and your family.
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A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
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Klenk Law Estate Planning Podcast seeks to provide clarity regarding the many gray areas surrounding estate planning issues. We hope to spark a desire for you to take action and plan ahead.
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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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Keeping seniors and their families informed and up to date on estate planning, elder law and other matters. We help seniors navigate the legal maze of aging in America.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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In addition to hosting "The Aaron Katsman Show", Aaron Katsman( www.aaronkatsman.com) is the President and CEO of Lighthouse Capital, a boutique wealth management firm based in Jerusalem, Israel. Aaron is licensed as an investment advisor by the Israeli Securities Authority and in the United States by FINRA. Aaron Katsman is also the author of the book, ‘Retirement GPS: How to Navigate Your Way to A Secure Financial Future’, and is a licensed financial professional both in the United States ...
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Today, Enterprise Technology is both Strategy and Global. On CIO Talk Network (CTN), Business IT Thought Leaders from around the globe share their experience and discuss how they are partnering with business to innovate and help grow the top line revenue, better care of customers, and improve the corporate bottom line. If you want to keep up with changes in technology and how it can be leveraged to maximize business potential, listen to CTN: CIO Talk Network
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Retirement and Estate Planning
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Podcasts from Dynamic Advisor Site
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Real, useful information for everyday people that can be translated into daily life and thought. Each week we cover a different aspect of financial planning, retirement options, and current economic conditions in common sense language that everyone can understand. We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the “Average Joe” to take home and put to use.
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This podcast gives advice and explanation in civil legal cases within British Columbia, Canada. Presented by Mussio Goodman and hosted by Wes Mussio, we specifically tackle issues of ICBC claims, estate litigation and more. Visit our website or our social channels: https://www.mussiogoodman.com/ Facebook - https://www.facebook.com/MussioGoodman/ Twitter - https://twitter.com/MussioGoodman Instagram - https://www.instagram.com/mussiogoodman/?hl=en
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A podcast born from the excitement of always being a part of someone’s next chapter. Join us as we sit down with business owners and real estate investors to talk about everything from what inspired them into entrepreneurship to all the things that influenced them along the way. All things commercial real estate told from the perspective of the one courageous enough to pull the trigger and take the plunge.
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The Louisville Probate Law Podcast is provided by attorney Scott Scheynost. He has over 25 years of experience drafting Wills, Power of Attorney (POA) documents and related healthcare directives (e.g. Living Wills). He's represented many executors and provided legal assistance during the Probate process. These candid conversations are designed to make probate and related topics understandable and actionable. For more information, visit www.LouisvilleProbateLaw.com. Scott's primary office is ...
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Welcome to Advice You Can Trust, where we explore an array of topics surrounding wealth management and the lessons that can be learned from super rich individuals, families, and businesses as a whole. Listen as James Nichols, Wealth Manager at Cumberland River Group, taps into years of experience in working with clients to provide highly customized advice, investment solutions, and financial planning services. Dedicated to his clients, James prides himself on the relationships he has nurture ...
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As a practicing lawyer, and former probate judge, I work with individuals and families regarding Wills, trusts, Power of Attorney documents, estate planning and probate matters. These are important decisions. This podcast will provide insights and information about topics you should consider. It's my hope that these episodes will help you to better understand probate and estate administration laws in Kentucky. I hope you'll find the discussions easy to understand and at times, humorous. Disc ...
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Welcome to the I AM MOM Parenting Journey! This is a parenting podcast to help you become present, calm and connected while creating a family environment where everyone can thrive. The I AM MOM Parenting Podcast provides Inspiration and Actionable Steps to help you Manifest the Meaningful and Magical life you desire for you and your family. Hosted by Dimple Arora, Founder of Mindful Evolution and Shaista Fatehali, Founder of Thrive Kids. Dimple and Shaista are two moms passionate about shari ...
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Overdue Advice is the podcast about cash flow strategies to grow your business. Each episode covers an aspect of credit management and accounts receivable. "Legal Collections (and How to Avoid Going to Court)," "Debt Doesn't Die: Estate Collections," and "How Professional Collectors Recover More," are just a few areas covered with rare industry insights. There's no show like it! Host Bryn Griffiths talks with guests including published authors, veteran collectors, accounts receivable trainer ...
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When does Executor take control of the estate?
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastBy The Dorsey's Network
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Estate Planning | How to Pick the Right Executor or Trustee
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What's the best way to pick an executor for your will or a trustee for your trust? In this enlightening discussion, attorney Ariel Rosenzweig dives deep into the nuances of selecting the right person for these crucial roles. Our guest this week shares his invaluable insights on setting financial boundaries, communicating end-of-life wishes, and avo…
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Episode 16: Examples of Executor Misconduct
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In this episode, host Peter Klenk discusses executor misconduct, details common mistakes executors make and offers advice on how beneficiaries can address these issues.By Klenk Law
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Considerations for Executors or Trustees When Selling Estate Assets
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When it's time to settle an estate and start selling off assets, you might have friends and family looking for good deals. But is it wise to make deals? How should you go about selling these assets? What’s the best way to document and transfer everything? Today on Complete Estate Planning, we'll break down these questions and offer some important c…
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Being an executor, shopping home and auto insurance, and should you rent or buy when relocating?
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This week Daniel and Emily discuss being the executor for someone's estate, when and why you should shop your home and auto insurance, and whether you should rent or buy when relocating to another part of the country.By MY Wealth Planners
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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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Lori Burkart Frank interviews past guest, Anne King, about the dos and don'ts in picking an executor for our estate. She shares two distinctly different experiences, including finding out she was an executor for a friend after he passed. In this conversation there is food for thought on what we might want to consider in the legacy we leave, once we…
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Dream of trading in your briefcase for a backpack? This episode explores the world of Early Retirement, diving into financial strategies and lifestyle hacks to help you maximize your life and happiness after leaving the workforce. Join us as we unpack the realities of early retirement and answer the question: is financial freedom the key to a fulfi…
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Elder Law Report LIVE!: Estate Planning Basics
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Unlock the secrets to safeguarding your legacy and ensuring your peace of mind with our special guest, attorney Greg McIntyre, founder of McIntyre Elder Law. Ever wondered how to protect your assets and secure long-term care without the stress of last-minute rushes? Greg lays out the cornerstones of estate planning, from the indispensable general d…
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Why DIY Estate Planning Can Cost You: Expert Insights from the Elder Law Report
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Can DIY estate planning really safeguard your legacy? Tune in as Jane Deerwester and I, Jordan Bentley, tackle this critical question on the Elder Law Report. In our latest episode, we promise to equip you with the knowledge to avoid the common pitfalls of DIY estate planning. Comparing the process to the complexities of DIY home improvement, we un…
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Teaching financial literacy, FIRE, and the election's impact on the market
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Dan and Daniel discuss the absence of financial education in K-12, the FIRE financial philosophy, and the election's (lack) of impact on the market.By MY Wealth Planners
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Dive into the recipe for a fulfilling retirement! We explore financial strategies, health habits for longevity, and tips to design a retirement that fuels your passions and keeps you engaged. Join us as we unlock the secrets to a happy and secure future.By Cory Sickles
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastBy The Dorsey's Network
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Lies You Might Be Telling Yourself About Money (Part 1)
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Are you telling yourself financial lies? In this episode, Mike and Philip share a few lies people often tell themselves about money and retirement. Some of these could be severely holding you back, so stay tuned! Show Links & Info: SPC Investing: http://spcinvesting.com/ Schedule A Visit: https://talkstomike.com/…
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Why the Casino Comparison is Dead Wrong for Long-Term Investors
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Is the stock market really a casino or can you actually make money investing? I'm sharing some eye-opening statistics that prove investing for the long term is far from gambling - in fact, the odds heavily favor patient investors. Avoid trying to outsmart the market and simply buy good assets - the path to wealth creation is that straightforward. T…
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Out With the Old, In With the New: Proper Document Disposal
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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…
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10. Estate Disputes - The Collaborative Option with Zinta Harris
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There's a lot of misinformation out there about what happens if there's a challenge, or dispute, to a will. But beyond the thing that triggers the dispute - or the grounds somebody uses to challenge a will - there's a deep question about how that dispute will be resolved. There are plenty of paths that lead to a resolution and each one has its own …
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Are you thinking about setting up an IRA, but worried about making costly mistakes? In this episode, we'll discuss common IRA pitfalls and how to avoid them, so you can make the most of your retirement savings. We'll cover contribution limits, withdrawal rules, and even how to choose the right type of IRA for your needs. Tune in and learn how to na…
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Who is an executer of an estate, and what are their responsibilities
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastBy The Dorsey's Network
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Probate Process Explained: How to Open a Probate and Simplify Estate Planning. Are you wondering how
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Probate Process Explained: How to Open a Probate and Simplify Estate Planning. Are you wondering how to start the probate process? Look no further! Attorney Josh Key breaks down the steps for opening a probate so you can focus on what truly matters. Don’t let the court confuse you - let us help you navigate through the estate planning and probate p…
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Second Marriage Estate and Financial Planning Interview With Mirit Hoffman
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Why do I need an estate plan? Join me as gerontologist and elder law attorney Mirit Hoffman breaks it down - from wills to navigating complex situations like second marriages. Our insightful guest shares her expertise on navigating these tricky situations and helps you avoid potential pitfalls and family conflicts down the road. To learn more about…
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Estate Planning Uncovered: Myths, Trusts, and Protecting Your Assets
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Think a will is your ticket to avoiding probate? Think again. Join Greg McIntyre and Jordan Bentley from McIntyre Elder Law as they dismantle some of the most widespread myths in estate planning. From the erroneous belief that a will sidesteps probate to the misconception that a spouse will inherently inherit everything, Greg and Jordan break down …
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9. Superannuation As a Widow with Nathan Fradley
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Every working Australian will have, somewhere, a superannuation account. And in that account will be some money and, likely, some insurance. But how do you, as the executor of your loved one's estate, handle this unique and complex asset? Who do you speak with, what do you ask them, how will they handle it, where do you go? Well, I've asked indepen…
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Episode 32 - The Blessings and Challenges of Blended Families
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Shaykh Suhail Mulla joins Halal Money Matters to discuss the blessings and challenges of blended families.
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DIY Financial Planning, tax preparation vs. tax planning, and reverse mortgages
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This week, Dan and Daniel discuss some basics of DIY finance, the differences between tax preparation and tax planning, and reverse mortgages.By MY Wealth Planners
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Dreaming of a stress-free retirement? This episode dives into critical pitfalls that can derail your financial security. We'll explore common mistakes and provide actionable tips to help you chart a course for a comfortable and confident future.By Cory Sickles
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Noah's Ark & Retirement Planning: Lessons in Preparing Ahead
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Ever heard the saying, ‘Always plan ahead. It wasn’t raining when Noah built the ark’? Well, today we're diving into that very concept. How did Noah's forward-thinking approach help him survive the flood, and what can it teach us about preparing for retirement? Tune in as we unpack the ancient wisdom of Noah’s Ark and its modern-day implications fo…
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Considerations and Options for Passing a Family Business or Farm to One Child
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In today's episode, we're talking about passing down valuable assets such as family businesses and farms. Whether you're unsure how to divide your estate among multiple children or want to ensure your legacy is preserved, this episode is for you. We'll explore key considerations, essential questions, and how Nick goes about this with his clients. C…
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How to do probate and estate planning for Business Owners
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastBy The Dorsey's Network
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Shifting the Conversation: Legacy Planning with "Die With Zero"
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In this episode David talks about "Die With Zero" by Bill Perkins. The book explores an unconventional approach to wealth management and legacy planning that challenges the traditional beliefs about saving for retirement. So sit back, reflect on your relationship with money, and consider how to make each moment count. After listening, we encourage …
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Protecting Elderly Loved Ones from Financial Scams: Essential Tools and Strategies
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Ever wonder how you can protect your elderly loved ones from the ever-growing threat of financial scams? Join us on the Elder Law Report as Brenton Begley and Samantha Gordon pull back the curtain on these pressing issues, revealing actionable strategies to safeguard seniors' finances. This episode promises to arm you with knowledge on the essentia…
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Using Trusts for Estate Planning | Interview with Andrew Treitel
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What's better - a will or a trust? Dive into the world of estate planning with our guest, Andrew Treitel, a seasoned attorney who's about to demystify the power of revocable living trusts. Andrew breaks down how these nifty legal tools can preserve your privacy and give you total control over your assets. Not just for the Rockefellers anymore, trus…
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Mineral rights, market manipulation, and recovering from scams
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This week, Daniel and Emily discuss mineral rights, market manipulation, and recovering or helping someone recover from a scam.By MY Wealth Planners
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8. The Ins and Outs of Life Insurance with Stephen Price
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It's not at all pleasant, but the topic of life insurance was always going to be something I had to cover in this podcast series. Not only because it's complicated, abstract and important - but also because responsible people have life insurance in place. And when they pass away, the people they leave behind need to untangle what it all means. Whic…
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In this episode we dive into retirement withdrawal strategies. We'll explore popular methods like the 4% rule and the bucket system, and discuss how to choose the right approach to secure your nest egg and enjoy a worry-free retirement.By Cory Sickles
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In this episode, we’ll consider what you should do if your 401(k) match is cut. We’ll also examine 401(k) alternatives.By Nick Jones
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The Pros & Cons of Itemizing Invidiual Accounts vs. Dividing a Percentage of the Entire Estate
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In this episode, we're exploring two different paths you can take when designating benefits. We focus on the pros and cons of itemizing individual accounts versus dividing a percentage of your entire estate. We also look at how each approach can impact your financial legacy. Tune in as we break down these strategies to help you choose the best path…
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Why is it important to keep a detailed inventory report
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastBy The Dorsey's Network
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Navigating Farm Family Dynamics: Strategies for Success and Harmony
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David has a conversation with family farm transition expert Elaine Froese about the intricacies of farm family dynamics and the crucial aspects of succession planning within agricultural businesses. Elaine shares her expertise on facilitating tough conversations between family members, specifically founders and the next generation, the episode emph…
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Don't Let Life Blindside Your Retirement Plan
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Why should you start thinking about retirement planning in your 30s? Because the statistics don't lie - retirement is actually happening earlier than age 65 for many people. Whether it's due to health issues, job loss, or other curveballs life throws, you need to be prepared with a robust nest egg. Tune in to this week's show to learn why you must …
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What steps can you take today to protect yourself and your family from the devastating effects of Alzheimer's and dementia? Join estate planning and elder law attorneys Greg McIntyre and Britton Begley as they tackle the rise of these conditions and offer actionable legal strategies to safeguard your future. With a focus on the importance of proact…
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Identifying the value areas of generative AI is only the first step. Senior business, AI, data analytics, and IT leaders must unlock GenAI’s full potential in hyper-personalized customer experiences, predictive analytics, and scalable content generation. This requires adaptable business models, optimized revenue streams, and effective risk manageme…
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Introducing Daniel Stefanski, enrolled agents, and common planning problems
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This week we introduce Daniel Stefanski, MY Wealth Planner's newest Wealth Planning Analyst. We discuss getting into the financial planning profession, the Enrolled Agent designation, and the commonalities of challenges faced by clients no matter where they live or where they are in life.By MY Wealth Planners
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7. Parenting After Loss with Donna Cameron
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Up to this point in the series, we’ve been focusing on the procedural elements involved in those first months after losing your partner. But what about the emotional impact? More specifically, what about the toll it’s going to take on you and your kids? This week’s episode is all about how parents can walk the tightrope of grief, while juggling the…
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Feeling overwhelmed by your finances? In this episode, we explore the benefits of hiring a financial advisor. Learn how a professional can help you craft a personalized plan, make smart investments, and achieve your financial goals with confidence. Tune in and discover how a financial advisor can maximize your wealth and secure your future.…
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Take the Fork: Yogi’s Wisdom on Making Financial Choices
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In this episode, we’re diving into some famous words by the one and only Yogi Berra. You might know him for his legendary baseball career, but Yogi was also a goldmine of wisdom. We'll spin some of his classic quotes into financial advice. It's all about viewing things through the right lens—so let's see what financial insights we can uncover from …
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastBy The Dorsey's Network
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Why does retirement feel so disorienting for many people? Today we're talking about the surprising emotional challenges nobody warns you about when you stop working, from battling boredom to losing your sense of purpose. Get practical tips on creating a daily routine and finding meaningful activities to thrive in your golden years. To learn more ab…
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Episode 15: Can The Executor of a Will Access Bank Statements?
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Understand the broad powers granted to executors, allowing them to obtain various financial records necessary to gather assets, pay bills, and execute the estate plan.By Klenk Law
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Listener Questions Answered: How to Secure Your Family's Future and Legacy
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Are you ready to secure your family's future and protect your legacy? In this episode, David tackles some frequently asked listeners questions about wills, estate planning, and the impact on your loved ones. From heartbreaking stories to empowering examples, David talks about the importance of making a will, the consequences of not having one, and …
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