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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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Discover engaging and meaningful conversations on our podcast channel—now streaming on Spotify. Whether you're into real-life stories, expert interviews, entertainment talk, or motivational content, our podcasts are designed to inform, inspire, and entertain listeners from all walks of life.
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"Insights that move estates forward" Formerly known as Dorsey's International Real Estate Podcast #dorseysrealty
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Welcome to *Legacy Protected*, the podcast by The Soto Law Group, dedicated to empowering Southern California families and business owners through essential insights on estate planning, probate, trust and probate litigation, and trust administration. In each episode, we'll demystify the complex legal landscape that surrounds asset protection, inheritance preservation, and care for vulnerable family members. We'll answer questions such as: - What is the difference between a Will and a Trust, ...
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Are you an ambitious woman who's been stuck at the sr. manager or director level, watching peers advance despite your consistently stellar performance? Do you find yourself drowning in back-to-back meetings, unable to carve out time for lunch, much less time for professional development? You are not alone. Breaking through to the executive level isn't about working harder—it's about transforming how others perceive your leadership. Join Katy McFee, a former tech executive and Forty under 40 ...
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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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MoneyMD is all about money - from personal finance to world markets. Learn how to budget, spend wisely, save, invest and make your money work for you. Money tips abound on MoneyMD!
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This educational podcast, hosted by Wealth Advisor Glory Gray, helps Canadian women make the most of their money and their life.
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Unwritten Law is a podcast hosted by Mark Chenoweth and John Vecchione, brought to you by the New Civil Liberties Alliance (NCLA). This show dives deep into the world of unlawful administrative power, exposing how bureaucrats operate outside the bounds of written law through informal guidance, regulatory “dark matter,” and unconstitutional agency overreach.
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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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The Estate Blueprint: Planning Your Future with Tom Begley is a podcast where clarity meets compassion in estate planning. Join host Kevin Rosenquist and expert Tom Begley as they break down the essentials of wills, trusts, long-term care, and legacy protection.
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The Legacy Cast by Kelley Legacy Law features founder Michael W. Kelley and focuses on helping families enhance their lives today and secure their futures tomorrow. The show provides valuable insights into estate planning, wills, trusts, and other legal matters that affect family legacies.
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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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Case in Point: The Legal Show on the Hottest Legal Cases in Politics and Culture
The Heritage Foundation
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If the thought of a legal podcast makes you shy away and you’re tired of so-called “legal” experts talking in confusing legal jargon, you’ve come to the right place. The Heritage Foundation’s “Case in Point” talks about the hottest cases affecting politics, culture, and everyone’s daily lives in a way that lawyers and non-lawyers alike can understand.
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Tax is complex, but it does not always have to be so complicated and shrouded in mystery. Host Amanda Doucette is a self-proclaimed foodie, spin class and Pilates enthusiast, and a tax lawyer. She fell into the practice of tax law despite having a life-long hatred of spreadsheets, math and numbers in general. Join Amanda and her guests as they unpack some serious Canadian tax topics and attempt to demystify the world of tax.
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Retirement and Estate Planning
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Podcasts from Dynamic Advisor Site
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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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Andersen in Nigeria is an independent tax, transfer pricing and accounting advisory services firm with a worldwide presence through the member firms and collaborating firms of Andersen Global.
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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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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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Necessary & Proper is the official podcast of the Federalist Society's Article I Initiative. The Framers of the Constitution intended the legislature to be the most powerful branch of government. In its present state, as the government operates on a day to day basis, it is not. Were the Founders simply wrong about the inherent powers of the legislative branch? Has the institution of Congress developed practices that are not compatible with the text of the Constitution? Why are current Congre ...
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What truly matters when it comes to legacy? In this season premiere, David shares honest reflections from years spent with families navigating loss and responsibility. It's not about paperwork or money—it's about connection, laughter, and presence. This episode is an invitation to rethink how you prepare for the future, emotionally as much as pract…
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Choosing the Right Executor or Trustee for Your Estate in New Jersey and New York
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Episode Summary: In this episode, Keith Pedrani discusses the importance of selecting the right executor or trustee for your estate. He highlights the qualities and considerations necessary for making this crucial decision, emphasizing the need for a level-headed and organized individual who can navigate family dynamics and emotional challenges eff…
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Common Executor Mistakes When Handling A Probate Estate
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📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Serving as an executor can feel like being dropped into the middle of a complicated project without a clear instruction manual. The role comes with legal duties, financial responsibilities, a…
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Trump v. Slaughter: Is Humphrey’s Executor Finally Dead? Part I
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Just days after oral argument, Unwritten Law hosts Mark Chenoweth and John Vecchione break down one of the most consequential separation-of-powers cases in decades: Trump v. Slaughter. At stake is Humphrey’s Executor, the 1935 Supreme Court decision that allowed Congress to insulate powerful federal regulators from presidential control. If overturn…
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Guest is Mark Chenoweth, president and chief legal officer of the New Civil Liberties Alliance, to discuss the oral arguments at the Supreme Court on Monday, Dec. 8, in Trump v. Slaughter, an important case about the constitutional authority of the president over the so-called “independent” agencies like the Federal Trade Commission set up by Congr…
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006: Estate Planning Strategies for High Net Worth Families in Newport Beach
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In this episode of Legacy Protected, we take a deep dive into estate planning strategies tailored for high net worth families, with a focus on the unique financial, tax, and family dynamics that come with significant wealth. From evolving federal estate tax exemptions and gifting strategies to advanced planning tools like irrevocable trusts, LLCs, …
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Government by the Unelected: How the Administrative State Took Over
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In this episode of Unwritten Law, Mark Chenoweth and John Vecchione dig into a major new essay by R.J. Pestritto, Senior Fellow at the Claremont Institute, titled “Government by the Unelected: How It Happened and How It Might Be Tamed.” https://dc.claremont.org/government-by-the-unelected-how-it-happened-and-how-it-might-be-tamed/ The discussion tr…
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How to Turn Your Locked-In Pension into Retirement Income
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What happens to your pension after you leave your job? In this episode, Glory Gray explains how locked-in pensions work in Canada and how to turn a LIRA into reliable retirement income. Learn the difference between LIFs and annuities, when you can unlock your pension, and how smart planning can help your money last longer. Resources mentioned in th…
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Why I’m Still Hopeful About Women Getting Promoted in This Job Market
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The job market feels uncertain, but promotions aren’t off the table. In this episode, I’m sharing why I’m still hopeful about women getting promoted, what I’m seeing behind the scenes, and how to think differently about your next move right now. Download my free guide 5 Simple Shifts for Strategic Thinking to start positioning yourself for senior l…
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Episode 623: While Wall Street is optimistic about 2026, John and Matthew explain why industry forecasts are better gauges of sentiment than predictors of markets. You’ll also learn three core wealth management principles that bring focus and intention to how you build, manage, and use your wealth.By Richard Young Associates
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The post 2026 and Beyond appeared first on Montana Family Foundation.By Jeff Laszloffy
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The Prodigal Son Approach: Advancing an Inheritance While You Are Still Alive
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📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ This question has been trending and on the rise: “Why wait until we’re gone to help the people we love?” Nick explores the “Prodigal Son” approach, advancing an inheritance while you’re still…
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The post Reflections on 2025 appeared first on Montana Family Foundation.By Jeff Laszloffy
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Subscription Captivity | Client Wins 2025
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Episode 622: If you think you already know how to manage subscriptions, think again – today’s models create new challenges that require a different approach. Then, Steve and Abbie reflect on their clients’ biggest wins in 2025, revealing how disciplined planning created opportunity during volatility and set the stage for 2026.…
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Make Your Trust Actually Work: Funding, Titles, and Beneficiary Updates
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Episode Summary: In this episode of *The Estate Blueprint*, Thomas Begley III discusses the crucial aspect of funding a trust for effective estate planning. He highlights the importance of ensuring that assets flow through the trust as intended, emphasizing the need to review and update beneficiary designations. With real-life examples, Thomas shed…
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005: Blended Families, High-Value Homes & Probate: Expert Strategies to Protect Your Legacy in Newport Beach
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Unlock the mysteries of the probate maze and empower yourself with the knowledge to navigate Orange County's complex legal landscape. Join DeDe Soto as we unravel the intricacies of the probate process, shedding light on the pitfalls of self-representation and the significant delays caused by a congested court system. This episode guides you throug…
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What If Your Adult Kids Can’t Handle Money?
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📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ What do you do when your adult children aren’t responsible with money but you still want to make sure they’re taken care of after you’re gone? Today we answer a question facing many parents a…
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Why The Little Sisters Are Still Fighting the ACA Mandate
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Why are the Little Sisters of the Poor still being dragged into court over the Affordable Care Act’s contraception mandate—years after the Supreme Court ruled in their favor? On this episode of Unwritten Law, Mark Chenoweth and John Vecchione are joined by NCLA Senior Litigation Counsel Andy Morris to discuss a newly filed amicus brief at the U.S. …
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How to Use Storytelling to Get Buy-In from Senior Leaders
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You're smart, strategic, and full of ideas… so why aren’t they landing? In this episode, I share why storytelling is the missing leadership skill that elevates your influence and builds real trust. What you'll learn from this episode: How storytelling creates instant credibility and connection Why you don’t need “big stories” to be compelling and w…
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Mass Surveillance by License Plate: The City of Marco Island Fourth Amendment Case
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In this episode of Unwritten Law, Mark Chenoweth and John Vecchione are joined by Andreia Trifoi to discuss NCLA’s constitutional challenge to the City of Marco Island’s use of automatic license plate readers (ALPRs) — a surveillance system that records and stores the movements of every driver entering or leaving the island. Because Marco Island ha…
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Episode 621: When interest rates fall, the effects aren’t always immediate. Learn what rate cuts really mean and how to factor them into long-term planning decisions. Then, Justin and Ryan explore why retirement readiness goes beyond money, sharing practical and personal indicators that help clarify when you’re truly ready.…
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Hans is joined by Robert Greenway, military veteran and Director of the Allison Center for National Security at Heritage, to discuss the German siege of American forces in Bastogne, which occurred over Christmas in 1944 during the Battle of the Bulge. The Classic Movie Review is of "Battleground," the 1949 film about the battle, directed by veteran…
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The Raw Truth Most Men Won't Admit About Aging
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What does legacy really mean as you grow older—and how do you make sure you're not just shuffling through life? Join David and men's life coach Orest Komarnyckyj for an honest, open dialogue about finding purpose after 50, handling medical setbacks, and the mental and physical shifts men rarely talk about. Perfect for both men and women, this episo…
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Executive Power on Trial: Trump v. Slaughter, Part II
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In this follow-up episode of Unwritten Law, Mark Chenoweth and John Vecchione continue their deep dive into the Supreme Court’s oral argument in Trump v. Slaughter, focusing on key issues that received less attention in Part I — but may prove just as consequential. The conversation explores whether there is any meaningful constitutional distinction…
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Medicaid Planning in New Jersey and New York: Protecting Assets Without Losing Eligibility
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Episode Summary: In this episode, Keith Pedrani delves into the intricate world of Medicaid planning within the realm of estate preservation. Unveiling common misconceptions and pitfalls, he sheds light on the crucial strategies families can employ to safeguard their assets while ensuring eligibility for vital care services. Key Timestamps: 00:00 –…
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Don’t Know the Answer? Here’s How to Sound Like a Leader
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Have you ever been put on the spot in a meeting and asked for a decision you were not prepared to make? In this Encore episode, I walk you through why these moments can feel so uncomfortable and the exact language you can use to stay confident and credible even when you need more time to think. You will learn how to buy yourself time without losing…
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The post Students Vs. The Establishment appeared first on Montana Family Foundation.By Jeff Laszloffy
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Episode 620: Discover why investor behavior matters more than market swings as John and Zach share simple rules to strengthen long-term returns. Then explore how interest rates shape everything from your mortgage to your savings and learn what to watch for next!By Richard Young Associates
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When the Bank Says No: Executor Roadblocks & Probate Solutions
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📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ A heartbreaking moment becomes even more stressful when an executor walks into the bank with a will and death certificate, only to be told they can’t access a parent’s accounts. In this episo…
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New Jersey Inheritance Tax: Who Pays and How to Plan Around It
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Episode Summary: Attorney Tom D. Begley III sheds light on New Jersey's inheritance tax, distinguishing it from the repealed estate tax. He explains who pays the inheritance tax, the different classes of heirs, and the tax rates applicable. Discover how smart planning can reduce the tax burden and ensure a smoother transfer of assets to beneficiari…
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Have you ever wondered how creativity can help you move through grief? This episode explores the powerful connection between art and healing. Join David as he has a conversation with Noemi Beres, a self-taught artist who turned to mixed media collages to process deep personal loss, shares her journey—and discover how you, too, can find comfort and …
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FERC’s Duty of Candor Rule: Dead on Arrival
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In this episode, Mark Chenoweth and John Vecchione sit down with NCLA Litigation Counsel Casey Norman to break down a major regulatory win: stopping FERC’s sweeping “Duty of Candor” rule before it ever hit the books. The proposed rule would have allowed the Federal Energy Regulatory Commission to punish any speaker — from corporations to ordinary c…
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004: The Real Cost of Probate in California: What Newport Beach Families Must Know
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Unlock the secrets of navigating the probate process in Southern California with DeDe Soto. Discover the essential steps to protect your legacy and smoothly distribute assets, as we tackle the complexities of probate in areas like Newport Beach, Costa Mesa, and Irvine. This episode peels back the layers of probate's often grueling timeline, exacerb…
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In this episode, Casey Norman joins Mark Chenoweth and John Vecchione to unpack BASE Access, et al. v. National Park Service, a remarkable case about whether a federal agency can criminalize BASE jumping in national parks without any clear authorization from Congress. For nearly 50 years, the National Park Service has treated BASE jumping as a crim…
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Incapacity Planning: Powers of Attorney, HIPAA, and Who’s in Charge When You’re Not
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Episode Summary: In this episode of The Legacy Cast by Kelley Legacy Law, Michael W. Kelley sheds light on the critical aspect of incapacity planning in estate management. He emphasizes the significance of naming decision-makers for healthcare and financial matters, highlighting real-life scenarios where lack of documentation led to complicated sit…
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How to Be Heard, Get Promoted, and Stay Strategic - Even Without a Team
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If you've ever wondered what coaching actually looks like behind the scenes, this episode is for you. I'm answering real questions from women in my community about annual reviews, credit-stealing coworkers, and how to think strategically when you have zero support. Have a question for me? Send me a note on Linkedin - I love hearing from you. Episod…
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The post It’s Time To Build appeared first on Montana Family Foundation.By Jeff Laszloffy
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Episode 619: Steve and Justin break down the executor’s duties in clear steps, helping you navigate estate settlement without feeling overwhelmed. Then they turn to everyday finances, showing how a simple month-by-month checklist can turn endless to-dos into small habits that build long-term success.…
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1
Rogue Justice – The Rise of Judicial Supremacy in Israel
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Guest is Yonatan Green, a Fellow at the Georgetown Center for the Constitution, author of a new book about the seizure of political power by the Israeli Supreme Court, a foreshadowing of what is happening in America with our partisan rogue judges. Classic movie review of the 1966 film, “Cast a Giant Shadow,” directed by Otto Preminger and starring …
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So…You’re In Charge of Administering Your Parents’ Trust
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📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Nick digs into what it really feels like to be handed the responsibility of administering a parent’s trust, something most people assume will be simple until they’re the one in charge. This c…
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003: Safeguarding Your Child's Future: Expert Insights on Estate Planning and Legal Tools
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Unlock the keys to safeguarding the future of your special needs child with expert insights from DeDe Soto of the Soto Law Group. We'll navigate the complex world of estate planning, highlighting common pitfalls that can impact your child's access to essential benefits. Discover why custodial and California ABLE accounts may not always be the right…
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002: The Big F Word: Funding (And How to Fund Your Trust)
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Unlock the secrets to protecting your legacy and ensuring financial peace of mind with DeDe Soto from the Soto Law Group. You'll gain valuable insights on the critical role of trust funding and asset protection in estate planning. Learn why transferring asset ownership to a trust and designating beneficiaries can be the key to bypassing the costly …
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