Best Walnutcreek podcasts we could find (Updated April 2019)
Related podcasts: Trustee Trustadministration Specialneedstrust Specialneedsplanning Nursinghomemedicalplanning Nursinghomemedicaleligibility Elderlaw Nursinghome Probate Estateplanning Lawfirm Specialneeds Attorney Lawyer Trust Medical Business Society Education  
Walnutcreek public [search 0]
×
Join millions of Player FM users today to get Walnutcreek news and insights whenever you like, even when you're offline. Podcast smarter with the podcast app that refuses to compromise … it's free and easy.
Podcast smarter! Player FM is free and easy.
show episodes
 
A
Absolute Trust Talk
Monthly+
 
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 ...
 
Loading …
show series
 
[vc_row][vc_column][vc_column_text]Are you struggling with your aging or taking care of an older loved one? Aging can be overwhelming, but you and your loved ones don’t have to stop living life to the fullest, just because getting older throws you a curveball or presents challenges. If you have the right guidance, direction, navigation, and sou ...…
 
Absolute Trust Talk Host Kirsten Howe brings you a powerful new episode featuring Michael Crvarich, Vice President of Legacy Giving at the John Muir Health Foundation. Michael started his career as a public accountant specializing in high-end financial and estate tax planning at international accounting firms such as Ernst & Young and Arthur An ...…
 
In a new episode of Absolute Trust Talk, guest, Konstantine “Kosta” Demiris, joins Kirsten to discuss all things conservatorship. Kosta has a wealth of experience in all aspects of litigation. He has tried hundreds of cases involving trust, estate, probate, conservatorship, guardianship, elder abuse and fraud, real property and HOAs, family law ...…
 
Over 5 million people all across our country have Alzheimer’s. The scary part is that many people don’t quite understand the disease and confuse it with other health issues or even normal signs of aging. Kirsten and guest Dori Sproul, family care specialist with the Alzheimer’s Association of Northern California, team up to discuss the disease ...…
 
When a family is grieving the loss of a loved one or an older couple is ready to move on to the next chapter in their lives by downsizing their lot, it can be overwhelming. Where do you start when you have a whole lifetime of stuff? Professional estate organizer Meg Connell joins Absolute Trust Talk host Kirsten Howe in the studio for an all-ne ...…
 
Did you know it’s possible to make a loan to an irrevocable trust? Many people don’t know it is, and even though conventional lending firms might say they do it, they don’t truly understand and often force the borrower to take the loan out of the trust – negating the benefit. Jim O’Dea, a broker associate with Redwood Mortgage, a private money ...…
 
The thoughts around becoming a naturalized citizen can be, well, daunting. Many wonder if it’s worth the time and effort. Absolute Trust Talk guest and immigration law expert Nadia Yakoob encourages all clients, and those wondering about the process, to take the time and make an effort because the benefits far outweigh taking no action at all. ...…
 
In episode 19 of Absolute Trust Talk, Kirsten welcomes Francesca Vogel, home care liaison for Home Care Assistance, to the show. Francesca works with seniors and their families to help navigate their specific care needs. Francesca is such a valuable asset in her field, not only because of her 24 years of health care experience but her vast know ...…
 
In this episode of Absolute Trust Talk, Kirsten welcomes attorney Bob Gonser to the show. Bob’s practice focuses on matters involving disputes between investors and their financial advisors. Bob typically works on a contingent fee basis and has successfully handled hundreds of cases for his clients whose investement accounts have been mismanage ...…
 
In episode 17 of Absolute Trust Talk, Kirsten welcomes Kantor & Kantor, LLP partner Michelle Roberts into the studio. Michelle has focused her entire career on helping claimants win disability claims under employer-provided disability plans. She is also a specialist in the act that governs disability benefits provided by employers, known as ERI ...…
 
In episode 16 of Absolute Trust Talk, Kirsten welcomes Morgan Stanley Senior Portfolio Manager Robert McLalan to the show. Bob has over 35 years of experience in the securities industry and has committed a large part of his practice to helping special needs families. His passion for special needs comes from his own personal experiences as a con ...…
 
In episode 15 of Absolute Trust Talk, Kirsten welcomes financial planning and investment professional John O’Dea of Summit Financial Group to the show. John’s focus is the wealth accumulation and protection needs present for individuals who own and operate a business. He has over a decade of experience working to simplify investment, insurance, ...…
 
Absolute Trust Talk welcomes consumer debt law expert Jen Lee into the studio to discuss essential tips, resources, and information people need to know about debt. Creator of workplace financial program Employees Are Assets™ and co-author of Preventing Credit Card Fraud A Complete Guide for Everyone from Merchants to Consumers, Jen focuses her ...…
 
Absolute Trust Talk welcomes Walnut Creek international tax law expert Jenny Lin to the show. Lin has been practicing tax law since obtaining her juris doctor degree in 2000 from U.C. Berkeley and is one of approximately 400 attorneys certified as a tax specialist by the State Bar of California Board of Legal Specialization. In this episode, Ki ...…
 
In this episode of Absolute Trust Talk, Kirsten welcomes Walnut Creek copyright law expert Kelley Way into the studio. This Walnut Creek native, wanted to practice copyright law since she was in high school, as two of her biggest passions are books and music. She fell in love with copyright law after resolving a case for her first ever client – ...…
 
In episode eleven of Absolute Trust Talk, Kirsten welcomes award-winning Remax Accord Real Estate Broker Mark Shaw into the studio. Mark has been serving Contra Costa and Alameda Counties for more than 19 years and, even though he spent some time as a teacher, you could say his career started back in the 60’s & 70’s when he was helping his fath ...…
 
In this episode of Absolute Trust Talk, Kirsten welcomes Herb Thomas, founder and principal fiduciary of Herb Thomas and Associates. Herb has a big passion for people, which is shown through his extensive experience serving families throughout California with special needs trusts, public benefits counseling and advocacy, trust/estate administra ...…
 
In this episode of Absolute Trust Talk, Kirsten welcomes trust and estate litigator Denise E. Chambliss from Tri-Valley law firm Hoge, Fenton. During their discussion, Denise and Kirsten hone in on the specifics of trust and estate litigation with an emphasis on elder abuse and undue influence. Kirsten highlights that elder abuse is an epidemic ...…
 
In this episode of Absolute Trust Talk, Kirsten welcomes special needs financial planning expert Jon Elfin into the studio. Jon has over 35 years of experience in the financial services industry and focuses on processes and expertise to help clients understand their options and more importantly take action when it comes to building and preservi ...…
 
In this episode of Absolute Trust Talk, Kirsten welcomes Walnut Creek family attorney Ariel Brownell Lee into the studio. During her conversation with Kirsten, Ariel touches on all aspects of a prenuptial agreement. While discussing the pros and cons, Ariel reveals just how much a prenup can, and can’t, protect. Kirsten and Ariel explore the ov ...…
 
In this episode of Absolute Trust Talk, Kirsten welcomes Walnut Creek Financial Planner Ora Citron into the studio. For Ora, financial planning is a way to make a difference for individuals in our community, directly and meaningfully, by taking responsibility for helping clients create a path to the future based on their personal goals. During ...…
 
In this episode, Kirsten talks to Denae Budde, managing shareholder of Budde Law Group, a niche practice that focuses in on handling either transactions or litigation in the real estate and business. During her conversation with Kirsten, Denae discusses the rising trend of parent/child real estate transactions. Denae highlights some of the uniq ...…
 
In this episode of Absolute Trust Talk, Kirsten welcomes Certified Financial Transitionist® Gary Gardner into the studio. As part of the first graduating class of the Financial Transitionist Institute (a division of the Sudden Money Institute) Gary was drawn to the process that uses the “touchy, feely side of the brain,” as he likes to say – gu ...…
 
Walnut Creek professional fiduciary dynamo Karen Fisher joins Kirsten in the studio for episode #003 of Absolute Trust Talk. Kirsten highlights how many people just don’t know what a professional fiduciary is or that having someone outside the family to administer trusts and estates is even an option. Karen discusses the vast range of services ...…
 
In this episode of “Absolute Trust Talk,” Kirsten talks to Geoff Zimmerman, Certified Financial Planner, Senior Advisor, and Chief Compliance Officer for Mosaic Financial Partners, Inc. Geoff is one of the San Francisco Bay Area’s most seasoned practitioners and concentrates on assisting both working and retired individuals and couples at the e ...…
 
In this episode of “Absolute Trust Talk,” Kirsten talks to Maureen Richardson, Certified Financial Planner and sole practitioner at Richardson Elite Financial Strategies. Richardson is also Amazon bestselling author of “‘Til Money Do Us Part: Financial Planning for Couples.” The topic of conversation is, of course, financial planning, but not j ...…
 
Welcome to the Thought-Provoking Absolute Trust Talk Podcast with Kirsten Howe, officially launching April 16, 2018. Estate Planning, Business, and Financial Wellness -- Preparing for the Future Type of Talk Whenever and Wherever You Want It or Need It Most Absolute Trust Talk brings you the best tips, tactics, stories, and strategies that help ...…
 
Google login Twitter login Classic login