Best Todd Whatley Podcasts (2024)

1
The Terminal Dollar: Redefining Financial Success - Beyond Security to Significance 21:52

3h ago21:52

21:52

Ever wondered if you’re managing your wealth for maximum impact and fulfillment? Find out how to transform your financial perspective by exploring the concept of the "terminal dollar" with our experts, Todd Whatley and Ian Weiner. This episode challenges you to rethink your financial goals once you've achieved security, delving into the essential u…

1
Mastering the Terminal Dollar: Strategic Wealth Transition and Financial Planning for Legal Professionals 21:12

3h ago21:12

21:12

Imagine reaching a point where you've earned the last dollar you'll ever need. What would you do next? On the latest episode of the Lawyer's Money Show, we promise to transform your financial mindset by exploring the concept of the "terminal dollar." We dive deep into understanding when enough is truly enough, and how this realization can revolutio…

1
Ep. 38 The Future of Elder Law Part 2 - One Solution, Financial Planning 27:11

3d ago27:11

27:11

Send us a Text Message. Unlock the secrets to effective elder law and estate planning as we host Ian Weiner, a Certified Financial Planner, who shares his expertise on the critical risks of using templated legal documents and "do it yourself" financial advice. Discover why DIY and advisor-mediated estate plans often fall short and how improper docu…

1
Ep. 37 Trends in Elder Law - What is Coming? 24:03

3d ago24:03

24:03

Send us a Text Message. Discover the evolving world of estate planning and financial advising in our latest episode, featuring insightful contributions from Todd Whatley, the Elder Law Coach, and certified financial planner Ian Weiner. You won't want to miss Todd's candid apology for the delay in new episodes as he commits to more frequent and valu…

1
Epi 15 Transforming Debt into Opportunity: Financial Intelligence for the Legal Profession 27:44

4M ago27:44

27:44

Are your finances dressed in their best suit, or are they loitering in legal limbo? As legal professionals, Todd Whatley and Ian Weiner lead you through the labyrinth of financial planning where the stakes are as high as courtroom drama. We crack open the case files on why a detailed look at your tax returns is the secret weapon in building a perso…

1
Ep. 11 The Attorney's Guide to Wise Real Estate and Equity Ventures 26:49

4M ago26:49

26:49

Unlock the secrets to savvy investing with Todd Whatley and me, Ian Weiner, as your guides through the often opaque world of alternative investments. Today's episode is a goldmine for attorneys looking to navigate the complexities of private equity, private credit, and real estate. We shed light on the allure of these opportunities, while also stre…

1
Epi 12 Crafting Fiscal Success: Personalized Investment Solutions for the Legal Profession 18:40

4M ago18:40

18:40

Unlock the secrets to financial prowess with yours truly and expert Todd Whatley in our revealing chat on the Lawyer's Money Membership. Designed specifically for attorneys, this program promises a treasure trove of tools to shore up your financial well-being, from DIY planning resources to personalized investment strategies. We sift through guides…

1
Epi 13 Maximizing Your Legal Practice's Potential: A 90-Day Blueprint for Firm Management, Financial Mastery, and Ensuring a Lasting Legacy 30:10

4M ago30:10

30:10

Unlock the full potential of your law practice with our transformative 90-day sprint program! Todd Whatley and Ian Weiner, promise to guide you through the labyrinth of firm management, offering unparalleled insights into financial operations, insurance, and retirement plans that will catapult your legal career to new heights. As attorneys, you're …

1
Epi 14 Lawyers and Wealth Mastery: Strategic Insights for Financial Management 27:43

4M ago27:43

27:43

Unlock the keys to mastering your financial future and avoiding common wealth management traps with our latest discussion, tailored specifically for attorneys. Ian joins me to dissect the vital reasons why complete financial transparency, right down to sharing tax returns with your planner, is not just beneficial but essential in creating a solid f…

1
Ep 36 Maintaining Autonomy in Dementia: Navigating Guardianships and Powers of Attorney 27:19

4M ago27:19

27:19

Send us a Text Message. Discover the keys to safeguarding autonomy in the face of dementia and the intricate legal decisions that follow. As your Elder Law Coach, I, Todd Whatley, guide you through the murky waters of guardianships and powers of attorney, revealing how a dementia diagnosis impacts legal capacity and the crucial steps to maintain co…

1
Fostering Growth and Collaboration in Bentonville's Business Scene 28:02

4M ago28:02

28:02

When Jasmine Rara made the trek from the sun-kissed coast of Southern California to the community-centric landscape of Bentonville, Arkansas, her journey became more than a change of scenery—it became a story of transformation and empowerment, especially for women entrepreneurs. Tune in as Jasmine, from the Greater Bentonville Chamber of Commerce, …

1
Revolutionizing Senior Healthcare: In-Home Medical Advancements and Financial Health for a Lasting Legacy 32:52

4M ago32:52

32:52

Discover the transformative impact of in-home medical care for the elderly with Dr. Lazarte, a trailblazer in this revived practice. Experience a captivating conversation that uncovers the profound benefits personalized healthcare brings to those over 85 with chronic conditions. With Dr. Lazarte's insights, we delve into how this approach not only …

1
Ep 8 Estate Planning for Attorneys. 21:19

4M ago21:19

21:19

Navigating the complexities of estate planning is no small feat, even for those of us well-versed in the art of law. Todd Whatley and Ian Weiner promise an enlightening conversation that strips away the mystique surrounding estate management, particularly for my fellow legal eagles. We dissect familiar pitfalls that snag even the sharpest legal min…

1
Ep 7 Amplifying Your Law Firm's Success: Strategic Investments and Value-Based Pricing for Growth 20:24

4M ago20:24

20:24

Get ready to unlock the potential of your law practice with the insights Todd Whatley and Ian Weiner, bring to the table. Our personal journeys have taught us the transformative power of reinvesting in your business, and we’re here to share how this approach can amplify your firm's financial health. We'll show you why it’s crucial to view every exp…

1
Ep 9 Crafting a Rewarding Retirement: Strategic Exit Planning for Attorneys 25:32

4M ago25:32

25:32

Embarking on the path to retirement can be as complex as a high-profile legal case, which is why we, Todd Whatley and Ian Weiner, are here to serve as your seasoned guides. We understand that hanging up the robe doesn't mean the same for every lawyer; for some, it's about rewiring instead of retiring. In our latest episode, we unpack the essentials…

1
Ep 10 Decoding the Complexities of Alternative Investments for Legal Experts 26:49

4M ago26:49

26:49

Unlock the secrets to savvy investing with a legal twist on the Lawyer's Money Show! Todd Whatley and yours truly, Ian Weiner, bring our expertise to the table, guiding attorneys through the labyrinth of alternative investments. With a focus on private equity, private credit, and the concrete world of real estate, we dissect the all-too-tempting pi…

1
Ep. 6 Financial Freedom for Lawyers by Mastering Delegation and Efficiency 23:06

4M ago23:06

23:06

Ever wondered how a lawyer can juggle the scales of justice and the books of business without dropping the ball on either? That's where the power of delegation shines, and in our latest episode, my co-host Ian Weiner and I, Todd Whatley, share the transformative strategies that can turn any legal practice into a beacon of financial success. With ou…

1
Ep. 5 Ensuring Prosperity for Attorneys: Understanding Tax Reforms and Retirement Options 31:48

5M ago31:48

31:48

As tax laws shift and the financial landscape for legal professionals becomes increasingly complex, my co-host Ian Weiner and I tackle the tough questions that keep attorneys up at night. Will the sunsetting of the Tax Cuts and Jobs Act provisions catch you off guard? Could changes to IRA distributions under the Secure Act derail your retirement pl…

1
Ep 2. Mastering Financial Strategies for Legal Professionals: Building Firm Finances and Personal Wealth 26:13

5M ago26:13

26:13

Join my co-host Todd Wattley and me, Ian Weiner, as we unravel the financial intricacies often mishandled in the legal profession. If you've ever found yourself scrambling at tax time or wondering if your wealth management strategy is actually working, this episode of the Lawyer's Money Show is your lifeline. Together, we dissect the crucial steps …

1
Ep 3. Non-Lawyers Purchasing Practices: How to Increase Your Law Firm's Value and Strategize for a Profitable Exit 27:34

5M ago27:34

27:34

Unlock the secrets to transforming your law firm into a lucrative legacy! Todd Whatley joins us to dissect the seismic shifts that regulatory changes in Arizona and Utah are causing in the legal industry. We're talking about a whole new ball game for attorneys who have traditionally been in it for the long haul, with an eye towards retirement that …

1
Ep. 4 Protecting Your Law Firm's Future: The Essential Role of Life Insurance in Financial Planning 21:32

5M ago21:32

21:32

Imagine the consequences of a sudden twist of fate for a law firm owner. It's a scenario Todd Whatley and Ian Weiner, unpack with unflinching honesty: the imperative need for life insurance in your financial armor. Our candid exchange goes beyond the basics, pulling back the curtain on why your legal practice should be treated as a valuable asset, …

1
Ep. 1 Who We Are and Why are We Doing This? Welcome 18:27

5M ago18:27

18:27

As attorneys, we often overlook the financial intricacies of our own lives while zealously guarding the interests of our clients. That's where Todd Whatley and Ian Weiner step in on the Lawyer's Money Show, providing an essential roadmap to financial mastery for legal eagles. We blend our wealth of legal and financial acumen to navigate through the…

1
Navigating Estate Planning: How to Protect Your Wealth with Trusts and Asset Preservation Strategies 30:29

5M ago30:29

30:29

Discover the safeguards for your hard-earned assets with expert guidance from certified elder law attorney Todd Whatley and certified financial planner Ian Weiner. Prepare to fortify your family's future as we unravel the complex world of irrevocable trusts and the strategies you need to protect your wealth from Medicaid claims. We're not just scra…

1
You have a Trust. Great! Is it exactly what you want (or needed)? 29:34

5M ago29:34

29:34

Discover the secrets to crafting a legacy that withstands the test of time, as we sit down with Todd Whatley, a certified elder law attorney, and Ian Weiner, a certified financial planner, who unveil the intricate layers of trust planning. It's not just about creating a trust; it's about sculpting an estate plan that genuinely matches your personal…

1
The Conversation that Never Happens. We have it. 29:38

5M ago29:38

29:38

Unlock the full potential of your legacy with the expert guidance of elder law attorney Todd Whatley and certified financial planner Ian Weiner. Together, they unravel the intricacies of wealth management across generations, blending legal know-how with financial expertise to protect your assets and ensure your loved ones thrive long into the futur…

1
Ep 35 Insights on Trustee Selection and Beneficiary Care with Samantha Shepherd 29:15

5M ago29:15

29:15

Send us a Text Message. Embark on a journey with me, Todd Whatley, as I sit down with the exceptional Samantha Shepherd, a beacon in the world of elder law and founder of Assured Trust. Our latest Elder Law Coach podcast episode promises to unveil the complexities of trust management through the lens of Samantha's admirable mission to provide fiduc…

1
Achieving Financial Clarity and Prosperity in Your Business 33:23

5M ago33:23

33:23

Unlock the secret to sustainable small business success with guidance from a renowned CPA specializing in tax planning and wealth management. Our latest episode is a treasure trove for entrepreneurs aiming to transform their approach to finance, with an emphasis on proactive, strategic thinking that goes beyond the numbers. Dive into the intricacie…

1
Navigating Estate Planning: Crafting a Legacy and Protecting Your Wealth 31:36

5M ago31:36

31:36

Unlock the secrets to a lasting legacy with us, Todd Whatley and Ian Weiner, as we explore the crucial steps to effective estate planning. Say goodbye to the dreaded probate process with our guide to seamless wealth transition. Our conversation casts a spotlight on the hidden traps of state default plans that cost your heirs time and money. We arm …

1
Ep 34 Mastering Elder Law: The Role of Irrevocable Trusts in Asset Protection and Medicaid Planning 20:03

5M ago20:03

20:03

Send us a Text Message. Embark on a journey through the complex landscape of Elder Law with me, Todd Whatley, as your guide. Together we'll uncover the benefits and drawbacks of Irrevocable Trusts, a critical tool in asset protection. This episode promises to illuminate the path for safeguarding your clients' assets from Medicaid, while carefully c…

1
Ep 33 Navigating the Complexities of Long-Term Care Policies for Estate Protection 22:23

6M ago22:23

22:23

Send us a Text Message. Unlock the mysteries of long-term care insurance and its pivotal role in estate planning as I, Todd Whatley, alongside expert Bill Mathews, traverse the intricate terrain of safeguarding one's future. We tackle the big questions: What's the likelihood of needing long-term care, and how do traditional and hybrid policies stac…

1
Strategic Insights for Evading the Retirement Tax Pitfalls 32:31

6M ago32:31

32:31

Prepare to unlock the secret vaults of tax strategies with our financial maestros, Todd Whatley and Ian Weiner. In a riveting exchange, Ian unveils the treasure trove of tax savings that, if left unearthed, could cost retirees hundreds of thousands, or even a million dollars. We unveil the stark reality of retirement taxes and the potential pitfall…

1
Ep 32 Exposing the Truth About Financial Planning and Investment Strategies 38:22

6M ago38:22

38:22

Send us a Text Message. Unlock the secrets to smarter financial decisions with Todd Whatley and our special guest, financial planner Ian Weiner. We're peeling back the layers of the financial industry to reveal the truth behind becoming a financial advisor and how this can impact the advice you trustingly follow. Our revealing discussion traverses …

1
Episode 1. Introducing Ian and Todd. Who are we and what we Plan to Do. 28:32

7M ago28:32

28:32

Embark on a transformative journey to secure not just your wealth but your family's financial legacy, as we, Todd Wattley and Ian Weiner, combine forces in a candid conversation that will redefine your approach to wealth management. With backgrounds in elder law and certified financial planning, our expertise converges to illuminate the often-overl…

1
Questions to Ask when Crafting a Thriving Retirement: Strategies for Wealth, Tax Planning, and Intentional Living 44:08

7M ago44:08

44:08

Discover the keys to a prosperous and fulfilling retirement with us, Todd Whatley and Ian Weiner, as we delve into the essence of what it takes to retire with confidence. Joined by seasoned experts, we'll unravel the complex tapestry of retirement preparation ensuring that your finances don't just last, but flourish during your golden years. Get re…

1
Processes and Pitfalls: Financial Planning and Building Generational Wealth 23:19

7M ago23:19

23:19

Unlock the secrets to generational wealth and astute financial planning with Todd Whatley and Ian Weiner, as your guides. Brace yourself for a deep dive into the critical importance of having a structured financial plan to navigate the treacherous waters of wealth management—without falling prey to common traps or lackluster advice. As we delve int…

1
Ep 31 Building a Sellable Law Practice: Even if you are not selling. 22:08

8M ago22:08

22:08

Send us a Text Message. Ready to unlock the potential of your law practice and navigate the complexities of elder law? Join me, Todd Whatley, as I sit down with financial gurus Joel Houser and Ian Winer to demystify the process. We examine the value of building a lucrative wealth team, delegating tasks beyond your expertise, and the importance of p…

1
Epi 28 An Interview with Ashley Sharek: How Coaching Changed and Grew Her Office 12:29

10M ago12:29

12:29

Send us a Text Message. Curious about the intricacies of elder law and estate planning? Meet Ashley Sharek, an accomplished attorney from Pittsburgh, Pennsylvania, who skillfully navigates this complex terrain. Get rare insights into her captivating journey—from her early interest in estate planning to the thriving practice she runs today. Discover…

1
Ep 30 Advancing your Legal Career: The Certified Elder Law Attorney Path. Todd Interviews CELAs 29:03

10M ago29:03

29:03

Send us a Text Message. Are you ready to unlock the secrets to becoming a Certified Elder Law Attorney (CELA) and gain a unique edge in your profession? We promise you'll find just that in our enriching conversation with the accomplished elder law attorneys Keith Miles, Teresa Bowman, Tye Cressman, Bob Fectman, Michael Delaney, Beth McDaniel, Angel…

1
Ep 29 Finding Fulfillment as an Attorney: Elder Law - Personal Anecdotes and Insights. Todd interviews CELAs 32:07

10M ago32:07

32:07

Send us a Text Message. You're an attorney, fresh out of law school or a seasoned veteran. Do you love your job? If not, you should consider elder law. Today, you'll hear the raw, real, and riveting stories of other attorneys, just like you, who have found a unique passion in this field. That's exactly what this episode offers, as we open the floor…

1
Epi 27 Michael Wall from DocuBank 24:28

1y ago24:28

24:28

Send us a Text Message. Today we have a guest, Michael Wall. He is with Docubank. This company provides many benefits to your clients for very little money. Mainly, they make the client's medical documents available to them with online access with a card for their wallet. They will also make sure the client's physician has a copy of their documents…

1
Epi 28 Introduction to InterActive Legal Estate Planning Software 28:29

1y ago28:29

28:29

Send us a Text Message. Today Todd has a special guest, Teresa Bush from InterActive Legal. Todd uses ILS and he talks with Teresa about the benefits of 1) using software to draft documents and why you should and 2) Why InterActive Legal is the software you should be using. Teresa is super interesting and discusses some of the "behind the scene" wo…

1
Epi 26 Revenue Ruling 2023-2 DON'T PANIC, It's OK. 17:21

1y ago17:21

17:21

Send us a Text Message. Today Todd and Sara talk about a new IRS Ruling that would indicate that the real estate in an Irrevocable Trust would not get a step up in basis. That is true if you do a trust that is not intentionally defective. We as Elder Law Attorneys know to do the trust with language that ties it back to the estate for the step-up in…

1
Epi 25 The Importance of the Healthcare Directive 25:03

1+ y ago25:03

25:03

Send us a Text Message. Many times over looked, if done at all, is the Advanced Directive or Healthcare Directive. This is a crucial document for the elderly client and their family to make sure the end of life care is done as they want. Today, Todd and Sara discuss this very important document and why it should be part of the required documents yo…

1
Epi 24 The Importance of the Advanced Directive 25:03

1+ y ago25:03

25:03

Send us a Text Message. Todd and Sara today talk about an often overlooked and ignored document that really pretty important, The Advanced Directive, sometimes known as the Living Will. This document is a necessary document in the senior's estate planning documents. Listen to this episode to learn the intricacies of this document and why it should …

1
Epi 23 Interview Techniques for a Client with Dementia. 30:38

1+ y ago30:38

30:38

Send us a Text Message. Today, Todd and Sara talk about how to interview a client (potential client) who has dementia. These are tough meetings if you don't know the brain process and how to work with that issue. Sara, as a Social Worker and Nursing Home Administrator, has lots of experience with this topic and she shares some of her tips and techn…

1
Epi 22 The Disabled Child Exemption to Gifting Penalties 25:57

1+ y ago25:57

25:57

Send us a Text Message. Having a disabled child is tragic. The Medicaid rules allow us to plan a parents estate to help protect that child allowing us to protect a very large amount of the estate from transfer penalties. However, there are some intricacies that you must be aware of when discovering this information and using this to help the client…

1
Epi 21 Four Words to Help Get Your Client the Care They Need 19:30

1+ y ago19:30

19:30

Send us a Text Message. Today, Todd pulls from his PT career to help you when your client's family calls you to say that their loved one is being discharged from rehab when they are not where they should be. The therapy people have a special code and language they use that most others don't know about. Today, Todd shares with you some of that secre…

1
Epi 20 Presenting the Single Medicaid (Half-a-Loaf Explained) 26:21

2y ago26:21

26:21

Send us a Text Message. Working with the family who is needing Medicaid for the Single Person can be a challenge. It's also really exciting since most families really believe they are going to lose everything now that care is needed. In today's episode, Todd explains the rules for the single person and how to present it to the client. He also fully…

1
Epi 19 How To Present the Married Medicaid Crisis Plan 36:24

2y ago36:24

36:24

Send us a Text Message. This is probably the most beneficial presentation to clients you can give. The spouse and the kids come in having just put their loved one into the nursing home thinking they are going to spend thousands of dollars every month for a really long time. You can help these people but how to you present it to them without "giving…

1
Episode 18. Doing the Correct Power of Attorney for Your Clients 28:42

2+ y ago28:42

28:42

Send us a Text Message. I tell clients and during public speaking events that the Power of Attorney is THE most important document a senior can do. Therefore, you as an elder law attorney need to provide the best POA document you can to your clients. Your clients NEED this document. Today, Todd and Sara discuss the 9 powers that need to be in a Pow…

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