The Tai Lopez podcast brings you the best business education straight from the world's top entrepreneurs. I will also review the best books in health, wealth, love and happiness that will help you achieve your maximum potential and live the best life possible.
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Content provided by Damien Martin, Damien R. Martin, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Damien Martin, Damien R. Martin, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Strategies For Your Wealth #144
Manage episode 326871032 series 1594851
Content provided by Damien Martin, Damien R. Martin, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Damien Martin, Damien R. Martin, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
An optimal family wealth strategy is holistic and combines both investment and estate planning strategies. Do you know when and where to start? Host Damien Martin unpacks the important but often daunting task of planning for your wealth with BKD’s Troy Farmer. Here are the questions they cover:
- Who is Troy Farmer? [01:48]
- What is a wealth strategist and why work with one? [04:00]
- How does estate planning play a role in wealth strategy? [07:28]
- What are the key decisions you need to make and when? [09:02]
- How do I know if a planning technique makes sense for my family? [11:55]
- What’s a Grantor Retained Annuity Trust? [15:14]
- What’s a Spousal Lifetime Access Trust? [17:54]
- Should I be concerned about outliving my wealth? [20:12]
- Are there risks to consider when implementing a wealth strategy? [21:41]
- What are some frequent questions you answer? [22:30]
- How do you educate the next generation and get them ready to inherit wealth? [27:55]
- What are some actual stories of those who have implemented a wealth strategy? [31:37]
- What should I expect in terms of timing and involvement? [38:13]
Learn more about Troy here and check out the Beyond the Numbers with Troy Farmer video on our YouTube channel mentioned in the episode.
GET MORE SIMPLY TAX
We’re excited to also provide video content to strengthen your tax mind! Check it out on our YouTube channel.
A complete archive of our episodes is available on our website and YouTube playlist.
We’d love to hear from you! Email feedback and questions to SimplyTax@FORVIS.com.
Connect with Damien on social media!
164 episodes
Share
Manage episode 326871032 series 1594851
Content provided by Damien Martin, Damien R. Martin, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Damien Martin, Damien R. Martin, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
An optimal family wealth strategy is holistic and combines both investment and estate planning strategies. Do you know when and where to start? Host Damien Martin unpacks the important but often daunting task of planning for your wealth with BKD’s Troy Farmer. Here are the questions they cover:
- Who is Troy Farmer? [01:48]
- What is a wealth strategist and why work with one? [04:00]
- How does estate planning play a role in wealth strategy? [07:28]
- What are the key decisions you need to make and when? [09:02]
- How do I know if a planning technique makes sense for my family? [11:55]
- What’s a Grantor Retained Annuity Trust? [15:14]
- What’s a Spousal Lifetime Access Trust? [17:54]
- Should I be concerned about outliving my wealth? [20:12]
- Are there risks to consider when implementing a wealth strategy? [21:41]
- What are some frequent questions you answer? [22:30]
- How do you educate the next generation and get them ready to inherit wealth? [27:55]
- What are some actual stories of those who have implemented a wealth strategy? [31:37]
- What should I expect in terms of timing and involvement? [38:13]
Learn more about Troy here and check out the Beyond the Numbers with Troy Farmer video on our YouTube channel mentioned in the episode.
GET MORE SIMPLY TAX
We’re excited to also provide video content to strengthen your tax mind! Check it out on our YouTube channel.
A complete archive of our episodes is available on our website and YouTube playlist.
We’d love to hear from you! Email feedback and questions to SimplyTax@FORVIS.com.
Connect with Damien on social media!
164 episodes
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Similar to Simply Tax
The Tai Lopez podcast brings you the best business education straight from the world's top entrepreneurs. I will also review the best books in health, wealth, love and happiness that will help you achieve your maximum potential and live the best life possible.
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
…
continue reading
How do I start an online business? How do I build a brand online? How do I get traffic and attention to my online business? The biggest question is, can I start a business online and replace my current JOB? Welcome to The Rock Your Brand podcast show where we answer ALL of these questions and a ton MORE! Scott Voelker, the host will share with you everything you need to know and help you to build a Future Proof Business that will allow you the ultimate Freedom. Scott shares tips and strategi ...
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continue reading
The fun email marketing podcast. Sell more of your online courses, grow your membership and bring in more coaching clients with email marketing that doesn't stink. Sound good? Then join your fellow Email Marketing Heroes for your weekly dose of fun, practical, yet brutally honest email marketing advice. You can listen in to a piping hot, fresh episode every 'Email Marketing Wednesday' or if you prefer learning with your eyes instead of your ears, we turn each episode into a full written blog ...
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Evan Davis hosts the business conversation show with insights from the people at the top.
…
continue reading
The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
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continue reading
1
Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
…
continue reading
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