The Wilmington Trust GEMs podcast series to help you plan for life’s major events.
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Tony Roth, chief investment officer, Wilmington Trust Investment Advisors, Inc, the investment advisory arm of M&T Bank, asks—and answers—the questions that are top of mind for today’s investors. During each episode, Tony and a special guest provide listeners with insights on unfolding market, economic, and other evolving trends, and a window into how client portfolios are being positioned in the face of ongoing uncertainty.
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The Bridge Church is a gospel-centered church in Wilmington, North Carolina that exists to be For Christ, For Community, and For the City.
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Scene on Radio is a two-time Peabody-nominated podcast that dares to ask big, hard questions about who we are—really—and how we got this way. Previous series include Seeing White (Season 2), looking at the roots and meaning of white supremacy; MEN (Season 3), on patriarchy and its history; The Land That Never Has Been Yet (Season 4), exploring democracy in the U.S. and why we don’t have more of it; The Repair (Season 5), on the cultural roots of the climate crisis; and Season 6, Echoes of a ...
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Navigating Hard Relationships – Ethan & Ashley Welch
34:13
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The Bridge Church exists to join God in multiplying his kingdom in Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram…
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A visit to West Africa and Western Europe to look at the cocoa trade. Did the colonial side of early capitalism – Western countries getting rich at the expense of poorer nations – ever change, or does it continue today? Reported by Ugochi Anyaka-Oluigbo and written by Ugochi and Loretta Williams, with co-hosts John Biewen and Ellen McGirt. Story ed…
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The Bridge Church exists to join God in multiplying his kingdom in Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram…
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Four Ways to Use Charitable Giving to Engage Your Family in Estate Planning
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Estate planning can be complex, and many people want to do everything they can to ensure both their assets and their heirs are successful. One of the best ways to achieve this goal is to engage your entire family in the process. But when is the right time to bring the conversation up? Who should be involved? What should be shared? Listen as Alexa B…
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In 1972, a team of young scientists at MIT published a study exploring what would happen to human civilization if people kept pursuing endless economic growth on a finite planet. They weren’t just disbelieved, they were ridiculed. The story of Donella Meadows and The Limits to Growth. Reported and produced by Katy Shields and Vegard Beyer, with co-…
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Three Purposes of Money – Pastor Ethan Welch
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The Bridge Church exists to join God in multiplying his kingdom in Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram…
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S7 E8: The People’s Pushback Over several decades, a growing number of people in the United States and elsewhere – especially younger people – have turned against capitalism. The reasons are not mysterious. Reported by Lewis Raven Wallace and produced by John Biewen, with co-host Ellen McGirt. Interviews with Esteban Kelly, Josh Bivens, Malaika Jib…
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What Does the Bible Say about Wealth? – Pastor Ethan Welch
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The Bridge Church exists to join God in multiplying his kingdom in Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram…
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S7 E7: Gilded Age 2.0 After 40 years of neoliberalism, most Americans of every political stripe agree that the economy is “rigged” in favor of corporations and the wealthy. But we may not know the half of it. By John Biewen, with co-host Ellen McGirt. Interviews with Nancy MacLean, Edward Balleisen, Brad DeLong, Marjorie Kelly, and Oren Cass. Story…
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Money is a Matter of the Heart – Pastor Reece Johnson
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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How the balance of power shifted, for a time, in the decades after World War II, and led to a better kind of capitalism – if you think prosperity being broadly shared is a good thing. By John Biewen, with co-host Ellen McGirt. Interviews with Eric Rauchway and Brad DeLong. Thanks to the Studs Terkel Archive at WFMT. Story editor: Loretta Williams. …
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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In this episode of "Capital Considerations," Tony is joined by Chief Economist Luke Tilley and Head of Investment Strategy Megan Shue to reflect on the surprises of the first half of 2024—particularly around inflation and economic growth—and project their cautiously optimistic market and economic expectations through the end of the year. For more i…
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An age of invention and mass production, propelled by a new mechanism – the corporate research lab – leads to a surge in material wealth like the world has never seen. How does a new nation, the United States, overtake its parent as the leader of the surging capitalist order? And what does it all mean in the lives of ordinary people? By John Biewen…
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Living Out of the Overflow – Pastor Jon Cockrell
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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Economic change happens in a cultural context. We trace the tectonic shifts in the Western mind that made capitalism thinkable – in part through a look at two Enlightenment thinkers: Baruch Spinoza and Adam Smith. (The real Smith, not the one held up as the patron saint of unfettered capitalism.). By John Biewen, with co-host Ellen McGirt. Intervie…
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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From the voyages of Columbus and Vasco da Gama to colonial conquest and the Atlantic Slave Trade, to the privatization of land in western Europe: humanity’s turn toward the capitalist world we live in now. By John Biewen, with co-host Ellen McGirt. Interviews with Jayati Ghosh, Jason Hickel, Jessica Moody, Charisse Burden-Stelly, Silvia Federici, a…
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Empowering the Family Through Wealth Education
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As many successful families have learned over time, having a family wealth education plan in place for family members can be very empowering for the next generation. And when heirs feel empowered and engaged in the family’s legacy, a smooth transfer of wealth can result. Listen as Allison Pierce, wealth strategist for Wilmington Trust Emerald Famil…
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The Hard Work of Business Transition: The Best Way Out is Always Through
9:57
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Long-term financial planning considerations, family legacy concerns, income and estate tax ramifications, transaction structuring, community and workforce impact, legal documentation, along with the reality—and finality—of “letting go” typically make a business transition one of the most difficult things a business owner will ever do. Listen as Stu…
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Using the College Planning Process to Springboard Messages About Values and Financial Literacy
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It often requires an intentional effort from parents to uncover and take advantage of moments during a child’s upbringing to incorporate financial discussions and lessons. Listen as Jerry Inglet, senior family legacy advisor for Wilmington Trust’s Emerald Family Office & Advisory®, discusses how to leverage the preparation and decisions connected t…
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This Ain’t My First Rodeo—The Value of Experienced Advisors in a Business Sale
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For many entrepreneurs, selling a business is uncharted territory. Not surprisingly, engaging the right team of experienced advisors to assist in the transaction may elevate their chances of success. Listen as Stuart Smith, national director of Business Value Strategies for Wilmington Trust Emerald Family Office & Advisory,® discusses the value of …
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Understanding State Residency Rules for Income Tax Purposes
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Understanding state residency rules as an income tax planning strategy may be important for people who live in more than one state. But these rules can be complicated and tend to vary across states. Moreover, the state residency rules for trusts can be even more complex. In this podcast, Tom Kelley, national director of Income Tax Planning for Wilm…
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There are good reasons a family may consider changing the terms of an irrevocable trust. For instance, maybe there has been a change in a beneficiary’s ability to manage family resources, or perhaps a new trustee was named. Fortunately, “irrevocable” does not necessarily mean set in stone. In this podcast, Jeff Wolken, national director of Delaware…
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Paving the Way to Discussing Wealth and Legacy Plans with Family
12:10
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Discussing wealth and legacy plans with family can be challenging and somewhat uncomfortable, especially when family members disagree about the goals. However, having open communication about the family’s heartfelt values and aspirations can help sustain a desired legacy through future generations. In this podcast, Julie Weiss, national director of…
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Business owners, tax planners, and anyone who works with business entities should understand the new obligations they will face next year under the Corporate Transparency Act—the most significant anti-money-laundering legislation since the Patriot Act in 2001. In this podcast, Kerry Reeves, director of Wealth Strategies for Wilmington Trust Emerald…
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Naming a Trust as Beneficiary of a Retirement Plan
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When retirees pass away before using all the assets in their retirement plans, the remaining funds in those accounts typically pass to a named beneficiary. In certain instances, naming a trust as beneficiary of the plan may be the most prudent course of action, particularly if the retiree wants oversight of the funds for the benefit of a minor chil…
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Should parents consider differentiated inheritances for children? A podcast discussion of fair versus equal.
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Parents with multiple children often grapple with issues around fairness and equality when structuring their estate plans. With intentional thought and communication, and sometimes a third-party facilitator, parents can strive to achieve their wishes where intentions are understood and negative impacts for a family are reduced as inheritances are d…
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Choosing the Right Vehicle for your Charitable Giving
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There are many different vehicles for charitable giving that can help support your objectives and create a philanthropic legacy. Charitable giving is an important discussion to have with your advisors to determine whether your charitable giving is best done individually or through a trust, a private foundation, donor advised fund, or another entity…
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SECURE Act 2.0: What the New Law May Mean For You
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The new SECURE Act 2.0, which passed into law last month, may have far reaching implications on retirement planning in the U.S. This “sequel” legislation builds upon many of the themes found in the prior Act, such as expanding access to retirement accounts in cases of hardship and moving the age when required minimum distributions begin. In this po…
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The location, or situs, of someone’s personal trust may have a significant impact on how the trust is taxed and the flexible laws available to facilitate ongoing administration. Changing a trust’s situs can be as easy as changing the trustees to a more favorable location. Listen as Jeffrey Wolken, national director of Delaware Trust Planning Strate…
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For many individuals, the purchase of life insurance is designed to mitigate risks including replacing income in the event of a premature death, leaving a legacy for heirs, and providing a source of liquidity for the payment of estate taxes. For those focused on the last of those risks – providing a source of liquidity for estate taxes – it can be …
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The Tyrant on the Inside – Pastor Ethan Welch
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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China's Economic Engine: Strategies and Global Impact
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Why is it important to stay focused on the data in order to make informed investment decisions? Listen as Chief Investment Officer Tony Roth speaks again with Shehzad Qazi from China Beige Book about the challenges the Chinese economy is facing. They examine three obstacles: global supply-chain dynamics; the struggle to boost domestic consumption a…
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To fully grasp capitalism, it helps to understand the system it replaced – and the most meaningful differences between feudalism and capitalism. We visit the British Isles of the Middle Ages. By John Biewen, with co-host Ellen McGirt. Interviews with Karen Dempsey, Ben Jervis, and Eleanor Janega. Story editor: Loretta Williams. Music by Michelle Os…
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Introduction to our 7th season: Capitalism. The world’s dominant economic system is on trial as it hasn’t been for at least half a century. Millions, young people especially, now see capitalism as the problem, not the solution. Others fear throwing out the baby with the bathwater. By John Biewen, with co-host Ellen McGirt. Interviews with John Full…
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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Welcome to Season 7: Capitalism. The world's dominant economic system is on trial as it hasn't been for at least half a century. This season tells the story of capitalism -- how people with power built and shaped it over time. We'll also explore what to do now that many people see capitalism as the problem, not the solution. Produced by host/produc…
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The Formation of Identity – Pastor Ethan Welch
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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Crypto for the Masses: Will It Become an Everyday Currency?
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With cryptocurrencies—and Bitcoin (BTC) in particular—back in the news and driving markets, Tony sat down with portfolio manager Jason Lee to discuss hot topics such as, what is BTC “halving” and why is it important; what the differences are between owning spot BTC exchange-traded funds vs. owning BTC directly; and the challenges BTC confronts in b…
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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As we get ready to launch our Season 7, a bonus episode from another podcast we think our listeners will want to hear: Long Shadow. Episode 1 of its newest season, In Guns We Trust, with host Garrett Graff. Mass shootings have plagued the U.S. for generations. But in 1999, when shots rang out in a suburban Denver school, it was different. What chan…
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The Way of the Desert – Pastor Ethan Welch
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by clicking here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: h…
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In today’s special Mother’s Day message, Pastor Ethan interviews his own mother, Sandy Welch, on her unique journey of motherhood. — The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter…
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The Pathway to Deliverance – Pastor Aaron Moore
32:11
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by click here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: http…
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Something Has To Die – Pastor Ethan Welch
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by click here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: http…
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The Bridge Church exists to join God in bringing his kingdom to Wilmington and the world. For more information on The Bridge Church, please visit https://thebridgeilm.com/ Next Steps: https://thebridgeilm.churchcenter.com/people/forms/302918 If you feel led, give online by click here: https://www.thebridgeilm.com/give STAY CONNECTED Instagram: http…
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Navigating the Economic Terrain: Soft Landing or Inflation Obstacle Course?
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Chief Investment Officer Tony Roth, Head of Investment Strategy Meghan Shue, and Chief Economist Luke Tilley discuss the twists and turns of the market and economy while keeping their eyes peeled for opportunities in the face of persistent obstacles, such as inflation. Discover why they believe that although equity values may seem fairly priced, th…
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