Best Unclaimed Property Podcasts (2024)

1
PFT #95 - Personal Finance Tip of the Week: The Mortgage Refinance Double Trap 3:41

1d ago3:41

3:41

In times of high interest rate environments, most people will not refinance due to the cost. With that being said, circumstances arise to warrant this, such as divorce, marriage or a job relocation. For the most part, people wait for the federal reserve to cut rates so that borrowing money is more palatable. For example, at the time of this recordi…

1
Should You Use a Professional Trustee? (Episode # 301) 15:49

1M ago15:49

15:49

In today's episode Tom discusses some the reasons that you might consider using a professional trustee.By Tom Doyle

1
The Benefits Of A Trusteed IRA Over A Traditional IRA (Episode # 300)New Recording (draft) 29:01

1M ago29:01

29:01

Discover what a Trusteed IRA is, and why it may be the better choice for you!By Tom Doyle

1
6 Reverse Mortgage Myths (Episode # 299) 18:10

2M ago18:10

18:10

If you are considering a reverse mortgage, don't be fooled by these 6 reverse mortgage myths.By Tom Doyle

1
What Happens If My Minor Child Receives My IRA? (Episode # 298) 17:28

2M ago17:28

17:28

If you are considering naming minor children as primary or contingent beneficiaries on your IRA or 401(k), be sure you understand what will happen upon your death.By Tom Doyle

1
8th Anniversary Episode (Episode #277) 31:49

2M ago31:49

31:49

Enjoy our 8th anniversary podcast in which Tom plays the very 1st podcast from February 23, 2016 "What Is An Estate Plan".By Tom Doyle

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My Address Has Changed…Do I Have To Change My Estate Plan Documents? (Episode #296) 13:14

2M ago13:14

13:14

Have you moved since your estate plan was prepared? Finld out if you need to update your documents to reflect your new address.By Tom Doyle

1
PFT #94 - Personal Finance Tip of the Week: The Superbowl, Inflation and Compound Interest 3:35

2M ago3:35

3:35

Today is 2/11/24 which is the Superbowl with the Kansas City Chiefs vs. the San Francisco 49’ers and this marks the 57th time that this game will have been played. This is a large amount of years, so we decided to run some math based on the amount at which things are consumed and what they cost. Let’s start with advertising and the cost for a one m…

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PFT #93 - Personal Finance Tip of the Week: Credit Cards After The Holidays 3:11

3M ago3:11

3:11

After the December holidays we often hear people talk in social groups and in the media that the credit card bills are coming due as a result of shopping during the December holidays. Obviously, this means only one thing: that if you have payments coming, debt was compiled that can’t be paid off in one billing cycle. Moreover, the simple fact is th…

1
Look Back, Look Ahead 16:04

3M ago16:04

16:04

A brief recap of 2023 and some thoughts about what might be coming in 2024. Find more information about Ashley at https://ashleyhodge.com/By Ashley Hodge

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Celebrate National Unclaimed Property Day! (Episode 295) 17:13

3M ago17:13

17:13

The Michigan Department of Treasury has millions of dollars in lost or forgotten assets from dormant bank accounts, uncashed checks, valuables left in safe deposit boxes and stock certificates. Celebrate National Unclaimed Proprty Day by finding out if any of it is yours.By Tom Doyle

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Should I name my children as “joint” or “co” successor trustees? (Episode #294) 18:13

3M ago18:13

18:13

Check out this new Tuesday with Tom episode where he discusses whether you should name your children as 'joint' or 'co' successor trustees. It's an informative conversation about estate planning in Michigan!By Tom Doyle

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PFT #92 - Personal Finance Tip of the Week: Try Escheating to Find Unclaimed Property 2:55

3M ago2:55

2:55

Okay, you’ve got to be escheating me. What on earth does that mean? The definition derives from medieval times, in feudal law. When a landowner (tenant of a fief) died without an heir or committed a felony, a process was needed for the ownership of the land. In modern times it is the right of a government to take ownership of estate assets or uncla…

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Be prepared for when Trump’s tax cuts expire next year, and taxes for most Americans will increase (Episode #293) 24:16

3M ago24:16

24:16

Did you know that in 2026 most American’s will see their taxes increase due to the expiration of Trump’s tax cuts? Tom discusses the pending changes that might increase you taxes, and what you might be able to do now to minimize your increase.By Tom Doyle

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PFT #91 - Personal Finance Tip of the Week: Gift Card Management 2:50

3M ago2:50

2:50

The United States culture tends to recognize many types of celebrations and this has created a common theme of replacing presents with gift cards. They are easy to purchase, simple to use and the beauty is that people can shop for what they want without having to wrap and return items. Throughout the years gift cards can accumulate in wallets or de…

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PFT #90 - Personal Finance Tip of the Week: Ordering Supplies for Landscaping and General Contractor Jobs 2:05

4M ago2:05

2:05

According to Zippia.com, in 2021 the average amount homeowners spent on home improvement was $10,341 which was up 25% from 2021. This makes sense as people spent their cabin fever time improving their homes and now that Covid is more controlled. People are spending more due to M1 money supply with unemployment and stimulus checks. Now that labor ra…

1
2024 Law Update (Episode #292) 22:37

4M ago22:37

22:37

To begin the new year, Tom reviews many of the 2024 changes relevant to estate planning and settlement, including Estate and Gift Taxes, Retirement contribution amounts, 529 Plans and Michigan Durable Powers of Attorney.By Tom Doyle

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PFT #89 - Personal Finance Tip of the Week - Choosing Invisible or Bluetooth Fence for Your Dog 2:25

4M ago2:25

2:25

If you have a dog and a fenced-in yard, this helps your furry companion with better overall health as it provides him the ability to be outdoors, exercise and have a consistent marked territory. On the other hand, if you do not have a fenced yard, this is where the invisible fencing comes into play. Other than the shock factor that your pet will ad…

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PFT #88 - Personal Finance Tip of the Week: Knowing When to Refill Your Propane Tank 2:37

4M ago2:37

2:37

According to AgHires, Over 74 million Americans grilled out for the 4th of July. Of this food, burgers will be cooked by 85% of people, steak 80%, and chicken 73% and not to mention, 150 million hot dogs. When it comes to grilling, 61% of people choose propane and 49% for the charcoal purists according to statista.com. Now that we’ve had some heat …

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PFT #87 - Personal Finance Tip of the Week: Rotating Your Furniture Extends Its Life 2:03

5M ago2:03

2:03

When it comes to using a couch, sofa or chair, many people simply use it and do not think about maintenance; however, this may leave you with furniture that wears out prematurely. So to avoid this, let’s go through some tips: 1. Rotate and fluff seat and back cushions regularly. This simply extends the life of the furniture 2. Rotate identical upho…

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PFT #85 - Personal Finance Tip of the Week: Purchasing Event Tickets and Parking 2:25

5M ago2:25

2:25

Even in times of rising inflation, people seem to be going out and spending money. This is likely to occur for some time until things are too expensive and we fall into a recession or in stagflation state. At the moment the world has a handle on Covid and entertainment venues are filling the seats. So when going to an event, the question is: do you…

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PFT #84 - Personal Finance Tip of the Week: Eco-Firendly Toilets 2:49

5M ago2:49

2:49

The Earth might seem like it has abundant water, but in fact less than one percent is available for human use and we are running out of it. So let’s push down the handle on some Flush Facts: According to the EPA, the average American uses 300 gallons of water per day or about 80 gallons per person. In addition, roughly 70 percent of this use occurs…

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Know The Limits Of Your Power Of Attorney (Episode #291) 25:52

6M ago25:52

25:52

If you have been appointed as financial and/or medical power of attorney, be sure you understand the limits on your authority.By Tom Doyle

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Markets, Morgan Housel, Year End Checklist 15:13

7M ago15:13

15:13

https://AshleyHodge.comBy Ashley Hodge

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PFT #83 - Personal Finance Tip of the Week: Gas Gouging 2:20

7M ago2:20

2:20

In times when inflation is rising, we experience higher prices for our goods and services as well as shortages. For example, In the grocery store, we’ve experienced products in limited supply from toilet paper to baby formula. When a desired product is available, it is emptied as soon as it was stocked. When it comes to gasoline, supply chain disru…

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Who Can Witness My Durable Power of Attorney? (Episode #290) 15:07

7M ago15:07

15:07

A witness can serve an important function in the execution of your Durable Power of Attorney. Be sure you understand the execution and witnessing requirement for your Durable Power of Attorney.By Tom Doyle

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Will My Testamentary Trust Avoid Probate? (Episode #289) 15:25

7M ago15:25

15:25

If you are going to have a trust as part of your estate plan, be sure that you understand important differences between a Testamentary Trust and a Living Trust.By Tom Doyle

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Estate Planning Questions That Might Make You Squirm (Episode 288) 19:20

7M ago19:20

19:20

Sometimes, questions that have to be asked to prepare your estate plan are uncomfortable. They are not being asked by the attorney simply to be nosy, but are being asked to make sure that an appropriate estate plan is being prepared for you.By Tom Doyle

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Who Can Witness My Health Care Power of Attorney? (Episode #287) 12:32

8M ago12:32

12:32

A witness serves an important function in the execution of your Power of Attoney for Health Care. Be sure you understand who cannot be a witness to your Will Power of Attoney for Health Care.By Tom Doyle

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Who Can Witness My Will? (Episode #286) 17:44

8M ago17:44

17:44

A witness serves an important function in the execution of your final Will. Be sure you understand who can and cannot be a witness to your WillBy Tom Doyle

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IRS Eliminates Step-Up In Basis For Some Assets (Episode #285) 17:25

9M ago17:25

17:25

Be sure you understand how your heirs might be affected by new IRS rules changing how step-up in basis applies to certain assets.By Tom Doyle

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PFT #82 - Personal Finance Tip of the Week: Better Battery Company's Eco Batteries 2:20

9M ago2:20

2:20

This week’s personal finance tip is about Better Battery Co’s Recycling and Delivery Program. Can you imagine how many batteries are in landfills considering every household uses them? According to The California Department of Resources and Recycling, it is estimated that 4 billion disposable batteries are shipped to the US each year and that means…

1
Two Documents That Every College Student Should Have (Episode #283) 13:23

9M ago13:23

13:23

You are sending your student away to college, but does she have theses 2 documents that every college student should have?By Tom Doyle

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Recession When?, A.I., Wall of Worry, Readings/Travel 25:15

10M ago25:15

25:15

This episode contains an overview of current markets, the reality of the forecasted recession not coming to pass, how A.I. is destined to shape and impact the economy in positive ways, how worry figures into the investment decisions we make, and my recent readings and travels.By Ashley Hodge

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PFT #81 - Personal Finance Tip of the Week - Cell Phone Insurance 2:12

10M ago2:12

2:12

It seems that everyone has a cell phone and back in the day that was the sentiment for owning a television.The difference is that people’s devices are attached to the palm of their hands. The interesting thing is that a cell phone can cost more than most T.V. 's but we tend to test their durability. It is plausible to say that people drop their pho…

1
PFT #44 - Personal Finance Tip of the Week: The Cell Phone Wars 2:01

10M ago2:01

2:01

It seems that everyone has a cell phone and back in the day that was the sentiment for owning a television.The difference is that people’s devices are attached to the palm of their hands. The interesting thing is that a cell phone can cost more than most T.V. 's but we tend to test their durability. It is plausible to say that people drop their pho…

1
Six Reasons to have a Trust and not a Will (Episode #283) 13:50

10M ago13:50

13:50

Not sure if you need a Trust or a Will? Here are six reasons for choosing the TrustBy Tom Doyle

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PFT #80 - How Rechargeable Batteries Power up Your Budget 2:37

10M ago2:37

2:37

When it comes to our finance tips, we haven’t covered reusable batteries as this seems like a no-brainer; and that exactly a case; however, sometimes we need a reminder. Rechargeable batteries have been around since I was a kid in the 70’s and they juiced up my remote control cars and my giant dual tape deck boom box radio. Now that we are in the 2…

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PFT #79 - Personal Finance Tip of the Week: Stock Market and Inflation Capitulation 2:06

11M ago2:06

2:06

This week’s episode is about the stock market and inflation capitulation. At the time of this recording the stock market as a whole is 20% down from its previous high water mark and inflation hasn’t been this high since Luke and Laura were popular on General Hospital. So when this occurs many people begin to panic about what to do with their invest…

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Don’t Die Because of Confusion About Your End-Of-Life Wishes (Episode #282) 16:02

11M ago16:02

16:02

In today’s archived episode Tom discusses a case in which a woman in a long-term care facility died because there was confusion about her end-of-life wishes as documented in her chart and her Living Will.By Tom Doyle

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Using an Agricultural Conservation Easement to Protect Farmland From Development (Episode #281) 29:48

11M ago29:48

29:48

Are you interested in protecting farmland from being developed? In today's podcast Kara O'Connor, from American Farmland Trust, explains what agricultural conservation easements are and how they are used to protect farmland from development.By Tom Doyle

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#142 - The Impact of AI on the Job Market 40:06

12M ago40:06

40:06

There is no doubt AI will impact the amount of jobs available in the future and how much money people can make. What jobs are at risk? Social Media https://www.instagram.com/somm.podcast/ https://www.youtube.com/channel/UChec5qcZBcGkIhUU3belNDw https://www.tiktok.com/@somm.podcast?lang=en https://www.facebook.com/somm.podcast https://twitter.com/So…

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Several Ways that SECURE Act 2.0 Might Affect Your Retirement Planning (Episode #280) 17:29

12M ago17:29

17:29

Tom discusses several ways that SECURE 2.0 Act, signed into law in late December 2022, might affect your retirement planning.By Tom Doyle

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PFT #78 - Personal Finance Tip of the Week: How To Stretch a Tank of Gas 2:37

12M ago2:37

2:37

The average cost for a gallon of gas as of this recording is $4.22 according to AAA. Not to mention that this has been going on for weeks and it may stay this way for several more cycles. So what can we do to get more out of our tanks of gas? #1 Use apps such as GasBuddy which is our PFT #23 to find the lowest costs in your area. I always go to Cos…

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When 2 or More People Own Michigan Real Estate (Episode #279) 25:01

12M ago25:01

25:01

Tenants in Common ... Joint Tenants ... Joint Tenants with Rights of Survivorship ... Tenants by the Entireties. Be sure you understand how you own your Michigan real estate.By Tom Doyle

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6 Reasons to Reject an Inheritance (Episode #278) 23:49

1y ago23:49

23:49

As a follow-up to last Week's episode about how to reject an inheritance, Tom discusses 6 times when it can make sense to say No to an inheritance.By Tom Doyle

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How to Reject an Inheritance (Episode #277) 22:15

1y ago22:15

22:15

Disclaimers…What they are…how they work…what they are used forBy Tom Doyle

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Certificates of Deposit as Investments, and What is a CD Ladder? (Episode 275) 25:00

1y ago25:00

25:00

Does today’s volatile stock market and uncertain economy have you worried? Tom discusses Certificates of Deposit as investments, and how to make your CD yields higher with a CD ladder.By Tom Doyle

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Financial Markets, Cash, Unclaimed Property, Secure Act 2.0 18:16

1y ago18:16

18:16

In this episode, we discuss what is going on in the financial markets as of early March 2023. Why it is important to check unclaimed property databases of states that you have lived in. And a look at some of the changes that affect investors in the Secure Act 2.0 bill that was passed in December of 2022.…