Best Gudorf Law Group Podcasts (2025)

1
They're 73 With $1.5M Facing RMDs They Don't Need – Our 3-Step Strategy | The Limitless Retirement Podcast 13:37

1h ago13:37

13:37

👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started Danny Gudorf discusses the challenges and strategies surrounding Required Minimum Distributions (RMDs) for retirees. He highlights the financial burden of RMDs and presents three strategic options for managing them effectively: spending the distributions to enhance lifest…

1
Why TOD & Joint Ownership Estate Plans Fail (And How a Trust Fixes It) | Repair The Roof Podcast 14:19

2d ago14:19

14:19

👉Get started on your estate plan—watch our, on-demand workshop: https://www.daytonestateplanninglaw.com/how-to-not-go-broke-in-a-nursing-home-even-if-you-think-its-too-late/ Attorney Ted Gudorf discusses the common pitfalls of simple estate planning methods such as Transfer on Death (TOD) designations and joint ownership. He explains how these appr…

1
What Happens to Your Family If You Die Without a Plan? | Repair The Roof Podcast 9:54

9d ago9:54

9:54

👉Get started on your estate plan—watch our, on-demand workshop: https://www.daytonestateplanninglaw.com/how-to-not-go-broke-in-a-nursing-home-even-if-you-think-its-too-late/ Ted Gudorf, a board-certified estate planning attorney, emphasizes the critical importance of estate planning to protect families from legal battles and financial losses. He sh…

1
Don't Waste Your 50's Because You Listen To The Wrong Retirement Advice! | The Limitless Retirement Podcast 18:12

17d ago18:12

18:12

👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started Danny Gudorf, a financial planner, discusses the critical mistakes people make in their 50's regarding retirement planning. He highlights three common pieces of advice that can derail retirement: the max out myth, the risk reduction fallacy, and the deferred life trap. Gu…

1
Why Your Roth Conversion Could Trigger an IRS Penalty? | The Limitless Retirement Podcast 15:50

22d ago15:50

15:50

👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started Danny Gudorf breaks down the complexities of Roth conversions, warning about the IRS pitfalls and penalties that can occur without proper planning. He highlights key advantages—tax-free growth and no required minimum distributions—and shares practical strategies like usin…

1
Preparing for Medicare: Essential Tips from Laura Crouse | Repair The Roof Podcast 36:03

25d ago36:03

36:03

👉Get started on your estate plan—watch our, on-demand workshop: https://www.daytonestateplanninglaw.com/how-to-not-go-broke-in-a-nursing-home-even-if-you-think-its-too-late/ In this conversation, Laura Crouse, a Medicare specialist, discusses the intricacies of Medicare, including eligibility, enrollment periods, and the differences between Origina…

1
Why the 60/40 Portfolio Is Failing Retirees (And What Actually Works Now) | The Limitless Retirement Podcast 14:38

1M ago14:38

14:38

By Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group

1
Qualified Income Trust Spending Rules: What Medicaid Allows vs. What's Forbidden | Repair The Roof Podcast 12:06

1M ago12:06

12:06

👉Get started on your estate plan—watch our, on-demand workshop: https://www.daytonestateplanninglaw.com/how-to-not-go-broke-in-a-nursing-home-even-if-you-think-its-too-late/ Attorney Ted Gudorf reveals how Qualified Income Trusts (QITs) can help families earning above Medicaid’s income limits still qualify for long-term care benefits. He breaks dow…

1
Can I Really Trust My Retirement Plan? (The Answer Will Surprise You) | The Limitless Retirement Podcast 16:33

1M ago16:33

16:33

👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started In this conversation, Danny Gudorf discusses the misconceptions surrounding retirement planning, emphasizing that trust in a retirement plan should not stem from its perfection or ability to predict the future. Instead, a trustworthy retirement plan is adaptable and resil…

1
How to Legally Avoid Capital Gains Tax and Keep More Wealth in the Family 11:49

2M ago11:49

11:49

👉Get started on your estate plan—watch our, on-demand workshop: https://www.daytonestateplanninglaw.com/how-to-not-go-broke-in-a-nursing-home-even-if-you-think-its-too-late/ Ted Gudorf, a certified estate planning attorney, highlights the crucial role of capital gains tax planning in protecting family wealth. He explains key concepts such as unreal…

1
What Order Should I Pull Funds in Retirement? | The Limitless Retirement Podcast 16:52

2M ago16:52

16:52

👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started Many retirees unknowingly set themselves up for higher taxes by following outdated withdrawal advice. Danny Gudorf explains why focusing on tax brackets—not account order—is the smarter path. His three-bucket strategy, combined with careful management of RMDs and Social S…

1
Can You Really Get Professional Care at Home? Home Care Owner Answers! | Repair The Roof Podcast 23:23

2M ago23:23

23:23

👉Get started on your estate plan—watch our, on-demand workshop: https://www.daytonestateplanninglaw.com/how-to-not-go-broke-in-a-nursing-home-even-if-you-think-its-too-late/ Mike Moyer, owner of First Light Home Care, shares his path from construction to caregiving, highlighting the services his team provides, the vital role of caregivers, industry…

1
The Hidden Cost of High Yield Savings in Retirement | The Limitless Retirement Podcast 13:05

2M ago13:05

13:05

👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started Danny Gudorf, a financial planner, warns against leaning too heavily on cash in retirement planning. He explains the crucial difference between nominal and real returns, showing how inflation quietly chips away at purchasing power. To safeguard long-term security, Gudorf …

1
How to Protect Your Assets from Medicaid's Five Year Look Back Period | Repair The Roof Podcast 12:43

2M ago12:43

12:43

👉Get started on your estate plan—watch our, on-demand workshop: https://www.daytonestateplanninglaw.com/how-to-not-go-broke-in-a-nursing-home-even-if-you-think-its-too-late/ Attorney Ted Gudorf highlights the critical role of strategic planning in Medicaid and long-term care. He breaks down the complexities of the Medicaid system, including the fiv…

1
Retire With Confidence A Proven System to Defeat the 5 Hidden Retirement Killers | The Limitless Retirement Podcast 15:40

3M ago15:40

15:40

👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started Danny Gudorf tackles common retirement fears, especially the worry that savings might not last. He identifies five often-overlooked dangers to a secure retirement: not knowing how much you truly need to save, the tax bite on retirement accounts, unpredictable market swing…

1
One Big Beautiful Bill: 4 Charitable Giving Changes Every Retiree Must Know! | The Limitless Retirement Podcast 8:57

3M ago8:57

8:57

👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started This conversation discusses significant changes in charitable giving rules for retirees, particularly focusing on new tax deductions and strategies for maximizing retirement income. Danny Gudorf explains the implications of the new above-the-line deduction for cash donati…

1
How We Saved This Family $324,000 in Nursing Home Costs: Real Medicaid Planning Case Study | Repair The Roof Podcast 11:51

3M ago11:51

11:51

👉Get started on your estate plan—watch our, on-demand workshop: https://www.daytonestateplanninglaw.com/how-to-not-go-broke-in-a-nursing-home-even-if-you-think-its-too-late/ Board-certified estate planning attorney Ted Gudorf highlights the critical importance of Medicaid planning, especially in crisis situations. He uses a case study to show how s…

1
Roth Conversions Are About to Get MUCH More Expensive | The Limitless Retirement Podcast 15:40

3M ago15:40

15:40

👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started Are you sitting on a ticking tax time bomb? Danny Gudorf issues an urgent call to action for individuals aged 60 to 70 holding substantial IRA or 401k balances. He argues that with the national debt crisis threatening significant tax hikes, now is the moment to act decisi…

1
Income vs. Total Return: Which Approach Creates A More Secure Retirement? | The Limitless Retirement Podcast 11:48

3M ago11:48

11:48

👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started A lot of retirees make a common mistake: they rely only on the income from dividends and interest to fund their retirement. According to financial advisor Danny Gudorf, this can put your financial future at risk. Instead, he suggests a total return strategy that combines …

1
Estate Plan Delivery Meeting: What to Expect When You Sign Your Estate Planning Documents | Repair The Roof Podcast 10:40

3M ago10:40

10:40

👉Get started on your estate plan—watch our, on-demand workshop: https://www.daytonestateplanninglaw.com/what-we-do-and-how-we-help-webinar/ This conversation provides a comprehensive overview of what to expect during an estate planning delivery meeting. Attorney Ted Gudorf explains the importance of this meeting, the steps involved in reviewing and…

1
One Big Beautiful Bill: Retirees Can’t Afford to Waste the Next Four Years | The Limitless Retirement Podcast 12:46

3M ago12:46

12:46

👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started The conversation focuses on the recent changes in tax law that significantly impact retirees and those nearing retirement. Danny explains the new tax benefits available from 2025 to 2028, including enhanced standard deductions and a new senior bonus deduction. He emphasiz…

1
This Hidden $2.3M Retirement Gap Could Derail Your Future | The Limitless Retirement Podcast 18:22

4M ago18:22

18:22

👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started Are you retired or getting close to it—and worried about whether your money will last? In this eye-opening training, Danny Gudorf, fiduciary financial planner and founder of Gudorf Financial Group, reveals 3 powerful retirement planning secrets that most advisors either d…

1
Protect Your Assets from Nursing Home Bills—Even If You Think It Is Too Late | Repair The Roof Podcast 10:03

4M ago10:03

10:03

👉Get started on your estate plan—watch our, on-demand workshop: https://www.daytonestateplanninglaw.com/what-we-do-and-how-we-help-webinar/ Estate Planning and Elder Law specialist Ted Gudorf delves into the rising financial burden of nursing home care, detailing the typical missteps families make and sharing effective approaches to shield assets. …

1
The Ohio Estate Planning Guide Audio Book | Repair The Roof Podcast 2:13:40

4M ago2:13:40

2:13:40

👉Get started on your estate plan—watch our, on-demand workshop: https://www.daytonestateplanninglaw.com/what-we-do-and-how-we-help-webinar/ This conversation emphasizes the critical importance of updating your estate plan to ensure it meets your current needs and protects your loved ones. It covers the differences between wills and trusts, the impl…

1
Stop Saving! Buy These 5 Things BEFORE Retirement | The Limitless Retirement Podcast 11:25

4M ago11:25

11:25

👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started Danny Gudorf, a financial planner, discusses the importance of strategic spending before retirement. He emphasizes that making certain purchases can enhance the retirement experience and provide financial security. Danny outlines five critical purchases to consider: healt…

1
Mortgage Advice You Can’t Miss — Interview with Todd Nerlinger From Union Savings | Repair The Roof Podcast 45:05

4M ago45:05

45:05

👉Get started on your estate plan—watch our, on-demand workshop: https://www.daytonestateplanninglaw.com/what-we-do-and-how-we-help-webinar/ Todd Nerlinger of Union Savings Bank breaks down today’s mortgage market—interest rates, loan options like blanket, bridge, and asset dissipation loans—and guides first-time buyers through the process. ========…

1
5 Myths Keeping You Stuck at Work Past 60! | The Limitless Retirement Podcast 12:41

4M ago12:41

12:41

👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started Think you’re all set for retirement because you’ve rung up a hefty nest egg? Think again! Danny Gudorf points out that many folks with “enough” saved still drag their feet when it’s time to clock out—thanks to arbitrary rules of thumb and nagging doubts. He breaks down th…

1
8 Questions to Ask Before Choosing an Estate Planning Attorney | Repair The Roof Podcast 11:59

5M ago11:59

11:59

Thinking about estate planning? Ted Gudorf lays out exactly why your choice of attorney can make or break your plan. In this must-hear conversation, he shares eight pointed questions you need to ask every estate planning lawyer—from how they charge to how much experience they have. He also explains why setting up a trust is essential and why ongoin…

1
The Truth About Retiring with $1M (Surprising Results from Case Study) | The Limitless Retirement Podcast 21:49

5M ago21:49

21:49

👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started In this conversation, Danny Gudorf discusses the viability of retiring with a million dollars, using a real client case study to illustrate effective strategies for optimizing retirement income. He emphasizes the importance of strategic management of investments, withdraw…

1
Should Your Estate Plan Have Separate Share or Preservation Trusts? | Repair The Roof Podcast 13:25

5M ago13:25

13:25

In this episode, Ted Gudorf highlights the importance of protecting family wealth through trusts, specifically focusing on separate share trusts and preservation trusts. He explains how these irrevocable trusts can shield assets from creditors, lawsuits, and other financial risks, ensuring that wealth is preserved for future generations. Ted provid…

1
Why Your Family Needs a Multi-Client Family Office? | Repair The Roof Podcast 8:35

5M ago8:35

8:35

👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started In this conversation, Ted discusses the critical importance of integrated financial planning, highlighting the common pitfalls individuals face when their financial advice is not coordinated with their estate, tax, and investment plans. He introduces Gudorf Financial Grou…

1
4 Things You Must Know Before Retiring With a Pension | The Limitless Retirement Podcast 11:55

5M ago11:55

11:55

Get ready for an in-depth look with financial planner Danny Gudorf, who breaks down the distinctive challenges and tactics for retiring with a pension. He stresses the value of specialized pension knowledge, highlights the possibility of steeper tax brackets in retirement, shares insights on Roth conversions, and clarifies the widow’s penalty facin…

1
Market Crash? The Surprising Math Behind Buying the Dip in Retirement | The Limitless Retirement Podcast 10:17

5M ago10:17

10:17

Danny dives into market dips, offering smart strategies for both investors and retirees. He stresses the importance of staying calm, resisting impulsive buying, and committing to a disciplined, long-term plan to navigate volatility and pursue future growth. Takeaways Market declines are normal and happen frequently. Successful retirees understand v…

1
If You Have A Living Trust, Do You Still Need A Will? | Repair The Roof Podcast 12:43

6M ago12:43

12:43

Ted explains the vital role of both a living trust and a pour-over will in estate planning. Together, they protect assets, support loved ones, and ensure wishes are honored. He dispels myths about trusts replacing wills and warns of the risks of not having both. ======================= Takeaways You need both a will and a living trust. A living tru…

1
The Truth About Social Security at 62: How Early Filing Could Save Your Retirement | The Limitless Retirement Podcast 14:51

6M ago14:51

14:51

Should you grab your Social Security benefits at 62 or hold out for more? Danny lays out five surprisingly strong arguments in favor of claiming early. But this isn’t about rules—it’s about your situation. He dives into how life expectancy, tax impacts, and personal priorities all factor into this critical decision. Takeaways Filing at 62 can be fi…

1
Medicaid Compliant Annuities & Asset Protection: An Expert Conversation with Dale Krause | Repair The Roof Podcast 43:23

6M ago43:23

43:23

Estate planning expert Dale Krauss unpacks the complex world of Medicaid planning, offering clarity on key distinctions between Medicare and Medicaid. He dives deep into the strategic use of annuities, the power of early planning for long-term care, and the role of trusts in protecting assets. Drawing from his own experience developing the Medicaid…

1
The Stock Market Is Dropping: Exactly What to Do Right Now | The Limitless Retirement Podcast 10:29

6M ago10:29

10:29

As markets stumble, Danny offers a clear-eyed look at how retirees and pre-retirees can protect their futures. From smart portfolio adjustments to emotional discipline, he lays out practical steps for staying the course—and even finding opportunity—when volatility hits. Takeaways Market crashes trigger our fight or flight response. The recent marke…

1
The Hidden Cost of Working "Just One More Year" Before Retirement | The Limitless Retirement Podcast 11:06

7M ago11:06

11:06

Ever wondered if working just one more year could make a big difference in your retirement? Danny Gudorf digs into that exact question on the latest episode of Limitless Retirement. He walks through three big things to think about—money, lifestyle, and family—so you can make a smart, balanced call. Rather than letting worry steer the ship, Danny wa…

1
What is a Trust Protector and Do I NEED One? | Repair The Roof Podcast 14:11

7M ago14:11

14:11

This conversation explores the concept of a trust protector in estate planning, detailing its importance, roles, and the benefits it provides. Ted discusses how a trust protector can add flexibility to irrevocable trusts, allowing for adjustments in response to changing laws and circumstances. He emphasizes the need for careful selection of a trust…

1
Who Will Decide For You? The Importance of Incapacity Planning | Repair The Roof Podcast 15:38

7M ago15:38

15:38

Ever thought about what happens if you become unable to make decisions for yourself? In this friendly chat, seasoned attorney Ted Gudorf explains why incapacity planning deserves your attention—right alongside planning for death. Ted clearly outlines essential documents, warns of common pitfalls like expensive court hassles and family squabbles, an…

1
Protect Your Digital Assets: What Happens After You're Gone? | Repair The Roof Podcast 15:37

7M ago15:37

15:37

This conversation delves into the critical importance of planning for digital assets in estate planning. Ted Gudorf discusses what constitutes digital assets, the challenges families face when these assets are not properly managed after death, and the steps individuals should take to ensure their digital legacy is protected. He emphasizes the need …

1
How to Build a Three Bucket Retirement Portfolio | The Limitless Retirement Podcast 18:23

7M ago18:23

18:23

Danny Gudorf highlights the critical role of a structured retirement income plan, outlining the three-bucket strategy as an effective method for achieving financial stability in retirement. His discussion clearly defines each bucket’s role, detailing how they collectively mitigate market volatility risks, fulfill retirees’ income requirements, and …

1
Is Your Retirement Investment Strategy Setting You Up for Disaster? | The Limitless Retirement Podcast 17:31

7M ago17:31

17:31

Financial advisor Danny explores essential elements of investing for retirement, stressing the need to adjust strategies as retirement draws nearer. He underscores the hazards of relying on obsolete investment approaches, the risks linked to excessive cash reserves, and the value of routinely assessing portfolio resilience. Danny presents the three…

1
Don't Let Beneficiary Designations Ruin Your Estate Plan | Repair The Roof Podcast 14:00

8M ago14:00

14:00

This conversation explores why beneficiary designations are a cornerstone of estate planning. It reveals how they can take precedence over wills and trusts, the risks of outdated designations, and why periodic reviews are essential. Practical tips for choosing beneficiaries wisely and keeping plans aligned with life changes are discussed. Takeaways…

1
Before You Surrender Your Annuity Watch This! | The Limitless Retirement Podcast 13:44

8M ago13:44

13:44

Thinking about surrendering your annuity? Danny Gudorf warns about hidden fees, unexpected taxes, and why careful timing can make or break your financial future. He emphasizes the importance of understanding the structure of surrender fees, the potential tax liabilities associated with cashing out or transferring annuities, and the need for a compr…

1
Your Most Asked Estate Planning Questions—ANSWERED! | Repair The Roof Podcast 13:28

8M ago13:28

13:28

This conversation delves into the intricacies of estate planning, addressing common concerns and misconceptions. Ted Gudorf discusses the importance of clear legal designations, the role of trusts, the challenges of probate, and the necessity of planning for loved ones. He emphasizes proactive measures to avoid disputes and ensure that one's wishes…

1
What’s the Right Way to Transfer Your Home to Your Kids | Repair The Roof Podcast 11:22

8M ago11:22

11:22

In this conversation, estate planning attorney Ted Gudorf discusses the complexities of transferring property to children, particularly the pitfalls of gifting a home versus using a trust. He explains how gifting can lead to significant tax liabilities, such as capital gains taxes, and the complications of gift taxes. Gudorf advocates for the use o…

1
Ready to Retire in 2025? Follow These 3 Simple Steps | The Limitless Retirement Podcast 17:01

9M ago17:01

17:01

In this conversation, Danny Gudorf, a financial planner, discusses the essential steps for preparing for retirement. He emphasizes the importance of assessing one's financial condition, envisioning an ideal retirement, and connecting financial realities with retirement goals. Danny also addresses the common fears associated with retirement and prov…

1
How to Legally Pay 0% Capital Gains Tax On $100,000 In Retirement Income | The Limitless Retirement Podcast 15:13

9M ago15:13

15:13

In this conversation, Danny Gudorf, a financial planner, discusses strategies for generating tax-free income in retirement, focusing on the 0% tax rate on capital gains. He explains how retirees can structure their income to take advantage of this tax benefit, emphasizing the importance of tax diversification and strategic planning. The discussion …

1
Can a Living Trust Lower Your Taxes? | Repair The Roof Podcast 11:53

9M ago11:53

11:53

This conversation explores the relationship between living trusts and taxes, clarifying common misconceptions and outlining when living trusts can be beneficial for tax savings. Ted Gudorf, an experienced estate planning attorney, discusses the limitations of living trusts regarding income and estate taxes, while also highlighting scenarios where t…

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