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Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
 
Do you know what will happen to your loved ones when something happens to you? If you don’t know the answer, or don’t like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.
 
About two-thirds of Americans do not have an estate plan. That means when they die, the government decides the fate of their family and their fortune. Join Board Certified Estate Planning, Trust and Probate Law Specialist Attorney Bob Bergman for “Plan Your Estate Radio,” and discover what you should do to protect your rights. Bob’s 35 plus years of estate planning experience coupled with his easy manner and straightforward talk make this one of the most compelling hours on talk radio today!
 
Listen to MacMillan Estate Planning's regular podcasts, as featured on CHQR's Talk to the Experts, to understand all the ins and outs of estate planning to effectively safeguard your significance. MacMillan Estate Planning offers a holistic approach to estate planning with all the people, processes, and technology that you need to plan your estate – either in person or virtually. Our team of lawyers, accountants, financial planners and counsellors offer a refreshing alternative to the banks, ...
 
Welcome to the Mind Over Money Radio: Retirement Planning Facts vs. Feelings Podcast with Adam Rosendahl. Adam is the President of AIM Retirement Planning in Phoenix, Arizona. On this show, Adam will seek to educate you on topics like income and tax planning, long term care and estate planning, and many other important financial and retirement issues. Contact Adam at www.aimretirementplanning.com or by calling 480-535-2303.
 
The SMSF Strategy series is hosted by Chris Reed from Business Concepts Group (BCG). The eight-part podcast series covers key areas involved in having a Self Managed Super Fund including Fund Structure, property investing, Gearing, the family super Fund, Tax planning and Estate Planning. SMSF’s are becoming more and more popular but many Funds operate at a basic level. This series looks at helping trustees take their SMSFs to the next level and maximise the benefits of the SMSF. Chris also h ...
 
The Women in Focus (WIF) Podcast series is hosted by Sarah Power from Business Concepts Group (BCG). The eight-part podcast series goes through the various financial issues facing women, how they impact on their finances and what can be done to get them in order. The series covers the latest news in Financial Planning, Investing, Superannuation, Estate Planning, Financial Health, Debt Management and Women in Business. Sarah also hosts the News and Views podcast and joins BCG’s Chris Reed in ...
 
Thompson & Associates partners with nonprofits to provide estate planning services to their supporters. This channel is designed to share nuggets of wisdom on various topics for both nonprofit organizations and their supporters, such as planned giving and estate planning tools; fundraising for annual, major and planned gifts, etc. Be sure to check back often for new content! Please visit us on the web at www.ceplan.com.
 
Hull on Estates is a series of podcasts for the Canadian legal community dealing with issues and insights surrounding estate planning in Canada. Hosted by the lawyers of Hull & Hull LLP, the podcasts will touch on some of the key considerations when planning wills and estates
 
Founded in 2015, Morris Law Center is an award-winning Las Vegas law firm. The firm brings over 30 years of legal and professional experience in the areas of estate planning, real estate, business, intellectual property law and more. Our mission is simple, "We prepare you for the future and protect you along the way." Call our office today to schedule a complimentary, 15-minute consultation! (702)-850-7798
 
Welcome to the AICPA Personal Financial Planning Section podcast channel. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues. Visit us online at https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.
 
If you're self-employed and you want to learn about retirement planning and investing, this podcast is for you. The Rogue Retirement Lounge covers investing basics, real estate, self-directed IRAs, retiring abroad, and much more. We talk about how to find cash-flowing assets that can beat stock market returns with less risk. We also cover tax-reduction strategies, asset protection, macroeconomics and other financial goodness, along with other info you need to know as you approach retirement, ...
 
Welcome to Life/Death/Law. A podcast about estate planning, an issue that affects all of us, because we’re human. Lawyers tend to make estate planning both boring and hard, but I think it doesn't need to be either one. After 20 years writing about it and writing estate plans for hundreds of families, I actually think it's a fascinating and rich topic. Death is like sex. We all do it, but we're often afraid to talk about it. I’m Liza Hanks and I am here to answer your questions with no judgem ...
 
Seamon Law Offices helps individuals and families across West Virginia prepare for their futures. We have dedicated our entire practice to estate planning to ensure people of all ages and their loved ones have financial security now and in the future. Our ultimate goal is to develop individualized legacy plans for our clients that protect their assets.
 
Got Money, Want Money, Have money and want more money? Frightened of Money? Listen to Elizabeth and her team of professionals dismantle the jargon of money, whether its crypto currency, your super, estate planning or the ATO. Got money present Australian Money professionals, entrepreneurs, thought leaders and financial specialists. Always dismantling the jargon of money with updated money matters from professionals who speak your language. Listen to Got Money!
 
Fun and informative, this real estate investment talk show has been broadcasting on conventional radio since 1997. Hosted by professional investor Robert Helms and financial strategist Russell Gray, the show delivers no-hype education and expert perspectives in a fast-paced, entertaining style. Rich Dad Poor Dad author Robert Kiyosaki says The Real Estate Guys are wild and crazy, but they really know what they are talking about. The Guys talk investment strategy, economics, tax and asset pro ...
 
Raising the Bar Legal Talk Radio Show brings an exciting and varied array of legal topics to listeners throughout central Virginia and especially in the Greater Richmond area. Once per week, the one-hour interactive radio show features true life stories and cases, legal tips, practical and reliable advice, and information from experts and specialists. The show includes not just a variety of lawyers - but also doctors, social workers, mental health professionals, executive directors, life car ...
 
The Larry Harbolt Podcast is brought to you by The Real Estate Institute of Advanced Strategies. This show will teach any real estate investor how to buy and sell real estate for long term wealth and prosperity. Listen to real estate investing legends discuss the timeless methods used to acquire real estate. Larry discusses many strategies including but not limited to Seller Financing, Land Trusts, Options, Negotiations, Tax Planning, Asset Protection, Wholesaling, Lease Options, Contract fo ...
 
The Cornell Real Estate Review is a student-run publication associated with the Baker Program in Real Estate at Cornell University. This podcast is focused on providing listeners with insight into the real estate industry by way of informative interviews and discussions with industry leaders. Reflecting the interdisciplinary nature of real estate, The Review covers a broad range of topics including design, business economics, engineering, finance, law, planning, development, marketing, and p ...
 
Every day, you give it all to your business. You are willing to take chances, make mistakes, and try something different to make your vision a reality. Your daily schedule requires you to juggle customer service, finance, sales and marketing, product development, cash collection and business development. You are, Fully Invested. This podcast is for business owners and management teams looking for ways to grow and maximize the value of their businesses. You will learn from industry experts ab ...
 
The Your Wealth and Beyond podcast was created to empower entrepreneurs and individuals with the insight and information they need to effectively manage and control their personal and professional finances. This is NOT just another podcast about money! We will focus on helping you grow your business, build your personal wealth and find purpose in what matters most. Join Andrew Rafal, the Founder of Bayntree Wealth Advisors, as he interviews leading industry experts and entrepreneurs who not ...
 
Survive and thrive in today's economy! With over 1,100 episodes in this Monday - Friday podcast, business and investment guru Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door), Todd Akin (Former US Congressman), Will ...
 
On Money Meets Medicine, Jimmy Turner, MD from The Physician Philosopher and Ryan Inman, a fee-only financial advisor, combine their experience to teach you about the personal finance topics you wish you had learned in medical school. The MMM podcast will help you tackle your student loans, achieve financial independence, invest for retirement, and decrease your financial stress and burnout. Come find out how much you can learn about money with the experience and perspective of a physician a ...
 
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show series
 
When is an Estate Tax Return Required -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planni…
 
We all talk about estate planning, and most of us think of it as something we’ll get to next year. Why? It’s simple: estate planning forces us to admit we’re not invincible. For so many of us, it takes a major milestone or a tragic event to get our ducks in a row, and that’s not a good way to plan, no matter how old you are or what stage of life yo…
 
There's no doubt that a home is one of the biggest asset we will own in our lifetime. Unfortunately, after we pass away, the home is not a quick and easy transfer to your beneficiary. There are a lot of nuances involved and you want to make sure you do it correctly to avoid probate and other pain points. Nick talks about some of the ways you can tr…
 
Leaders in the T&E field offer estate planning tips for 2021, insight into possible changes to the tax code and options for tax planning. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practic…
 
A look back at what needs to be clarified in Florida’s Electronic Wills legislation including who’s a qualified custodian of e-wills and what is a vulnerable adult. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers…
 
50 years ago President Nixon took the USA off the last remaining connection to the Gold Standard. Since then a lot has changed, but one constant has been inflation. Jason Hartman starts off the episode looking at what Nixon did that really staved off massive inflation. Then Jason talks with The Rebel Capitalist George Gammon about the newest Operat…
 
You likely recognize this popular book trilogy by none other than Alex Brovey titled Zen and the Art of Fundraising. But, when was the last time you read it and have you read all three in the series?Eddie Thompson, our Founder and CEO, sits down with Alex to discuss what compelled Alex to write the first book, which quickly grew into a trilogy, and…
 
Today's Flash Back Friday comes from Episode 545, originally published in July 2015. This is a must listen to episode for investors. Guest Harry Dent has written over 7 books on using demographics to predict economic outcomes. He and Jason discuss the inevitable Chinese market crash, the deflation that is headed our way and the massive amounts of d…
 
Have you been waiting to sell or to buy? This week Tom & Jay give updated statistics on homes hitting the market in our surrounding counties. Is the market shifting? Listen to get up to date info in this podcast. House of the Week: https://looksee.it/ckZLT 23 Honor Way, Martinsburg, WV 25405 See omnystudio.com/listener for privacy information.…
 
Guest: Bob Keebler, CPA/PFS On March 29th the Senate’s Van Hollen and House’s Pascrell released proposals that would result in the realization of capital gains on the date property is transferred by gift, trust, or death. In this PFP Section podcast episode, Bob Keebler, CPA/PFS, gets you up to speed on the latest, including: What the proposals say…
 
Are you nervous about the current stock market bubble? You should be. Have you thought about investing in cash-flowing single-family homes, but just don't know where to start? I was there. Back in 2017, as I was making kickass returns in the market, buying shares of Amazon every time I read about another major retailer closing (Remember Macys? JC P…
 
Why are the financial markets behaving so differently this year? Many of the stocks that have led the market over the last few years are struggling in 2021. The bond market is off to its worst start to a year this century. Joseph Tenaglia an Associate Director of Asset Allocation at WisdomTree Investments and I discuss the factors moving the market…
 
Do We HAVE to Follow the Will or Trust? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate plan…
 
How would your life change if you found peace with money? Many of us don't have the greatest relationship with money, whether we realize it or not. But if you are able to make peace with it, you'll find that it opens your life up to much more than you can imagine. Ken Honda, author of Happy Money, The Japanese Art of Making Peace with Your Money, j…
 
How to Distribute Assets to Match Someone’s Wishes -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about …
 
Everyone is allowed to get excited about buying a house. It's a huge achievement! However, Ryan and Jimmy want to make sure you avoid the dream house fallacy, by spending more on a house that you're likely to move out of in a couple of years. It's more important how you spend your time in the house, not what is in the house. Do you need help making…
 
Important takeaways of what lawyers and estate planners need to know about the Corporate Transparency Act, CTA. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and com…
 
Jason Hartman has been saying that house prices now are nominally high but cheap in the way that people ACTUALLY buy houses. Now it seems that other people are coming around to that realization as well. Could it be true that housing is cheap than it's been in a generation? And in the interview part of today's show, when a libertarian is saying it m…
 
Legacy isn't about estate planning and leaving unprepared heirs the fruits of your labors. It's SO much much more. Legacy, like significance and success, is a by-product of applying proven principles to your business and investing. In this episode, we visit with Tom Ziglar to discuss proven principles for building a lasting legacy. Since 1997, The …
 
Today's Flash Back Friday comes from Episode 843, originally published in June 2017. Jason has left the most expensive city in the US, NYC, and is enjoying fly over state pricing once again. The meat of this episode is a recording of a Creating Wealth Live session which focuses on inflation. We all know inflation is right around the corner as it is…
 
Guest: Bob Keebler, CPA/PFS This bill, introduced into the US Senate on March 25, 2021, could lay the groundwork for what’s ahead with changes to estate, gift, and trust rules. If passed, the effective date would be December 31st, 2021 and would result in significant increases to federal estate and gift tax. In this PFP Section podcast episode, Bob…
 
If you only compare home prices in dollars, it sure does look like housing is overpriced. But dollars aren't the only way to look at price. What about other commodities? Jason Hartman breaks down the cost of homes through the last 21 years priced in various commodities. Then Jason finishes his interview with Jarrett Gross about 3D printed homes. Th…
 
Estate Planning and Cryptocurrency -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning:…
 
Ryan and Jimmy discuss important questions you need to consider before jumping into your non-clinical side business. Pursuing non-clinical income is not for every medical professional. Some people are happy with their jobs and lifestyles, and others know that they are not cut out for working as an entrepreneur, and that's okay! Have you been flirti…
 
Join Sarah Morris as she explains whether or not a Godparent can be a Child's Guardian if something happens to both parents.Visit our website and follow our social channels, linked below, to learn more and stay connected.Website: morrislawcenter.com/Facebook: www.facebook.com/morrislawcenterInstagram: www.instagram.com/morrislawcenter/Twitter: twit…
 
There is No Inheritance Tax in WA State -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate plan…
 
Are we in a bubble? Well, that depends on a variety of factors. One important factor is making sure that you're measuring values properly. If you use the wrong measuring stick you'll get the wrong answer, so make sure you're doing it right. Then, Jason Hartman talks with Jarrett Gross about 3D printed homes. How close to reality are they? Can you r…
 
There's bad debt, good debt, and GREAT debt. And while leverage can be devastating for consumers and speculators, it's a powerful tool in the hands of strategic real estate investors. In this episode, we discuss some of many ways real estate investors can harness the power of leverage to accelerate and protect equity, improve cash flow, and reduce …
 
Today's Flash Back Friday comes from Episode 898, originally published in October 2017. There is a lot of talk in the news lately about a possible downturn in the US economy, yet Jason’s guest, Ali Wolf of Meyers Research is staying bullish. She says the important indicators to watch aren’t showing the normal warning signs of a market drop. Ali als…
 
Charitable Remainder Trusts Part 2 - CRAT Requirements -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more ab…
 
As we roll into spring and close out the first quarter of 2021 how are things looking in the local real estate market? Tom & Jay give details on the housing market in the surrounding area. Listen to get up to date local information. House of the Week: https://www.dayhometeam.com/property-search/detail/42/paad115120/11-cedarfield-dr-gettysburg-pa-17…
 
Guest: Mackey McNeill, CPA/PFS Mackey McNeill, CPA/PFS, shares when and how she talks about investments with her clients in this episode of the PFP Section podcast. She walks you through her approach to her key ideas including: If your clients loved investments, they wouldn’t use your services. At the end of the planning process, refine the plan by…
 
Our Founder and CEO Eddie Thompson sits down with Joe Chickey, from the Sharpe Group. Joe shares what he learned when a donor made an eight-figure gift to another charity; what's critically important to the success of a planned giving program; how to calculate the percentage of planned giving dollars your organization ought to be raising; and, why …
 
Larry King recently died. He was worth estimated $144 million. Most of the assets are to be settled privately, un-contested, and safely through various trusts (that we will never know about. So why the heck are we hearing about a $2 million probate, his wife (Shawn King), who he was in the middle of divorcing, contesting a secret, hand-written last…
 
Too many people give up way too easily. If you want to thrive in the world and make a difference, you have to push through. You have to persevere in your ventures. That's going to mean tough times, but the end result is worth it. Jason Hartman delves into that in today's intro, as well as explaining why builders are having to trigger the Escalation…
 
Charitable Remainder Trusts Part 1 -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning:…
 
Ryan and Jimmy go back and forth on the pro's and con's of paying off debt vs investing during a time when interest rates are at historic lows. Like everything in personal finance, your situation may vary, but Ryan talks about how it might even make sense to take out debt because rates are so cheap. Do you need help understanding and maximizing you…
 
Join Sarah Morris as she discusses why you should "Stop Procrastinating Your Estate Plan".Visit our website and follow our social channels, linked below, to learn more and stay connected.Website: morrislawcenter.com/Facebook: www.facebook.com/morrislawcenterInstagram: www.instagram.com/morrislawcenter/Twitter: twitter.com/MorrisLawCenterLinkedin: w…
 
While creating a retirement plan for your business may come with some confusion, Mac Richards, CFP joined by Grant Brown from Compensation Planning break down why it’s worthwhile. From tax savings, to attracting and retaining employees, it can be a very worthwhile investment in your business. Listen today to learn more about how to get started and …
 
An update on how Kansas, Kentucky and Nebraska have applied Uniform Trust Code, UTC, in 2020 cases. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on s…
 
This week on Hull on Estates, Doreen So and Nick Esterbauer discuss ’s proposed addition of Section 21.1 to the Succession Law Reform Act and contemplate the differences between strict compliance, substantial compliance, and will validation provisions. For more information on this and other changes proposed under the Accelerating Access to Justice …
 
There's all sorts of talk about how to measure the housing market. One way people don't discuss much is looking at is the stock prices of home builders. Jason takes a look at what's going on there and why the way many people view the impact of rising rates isn't the clear vision they seem to think it to be. After tackling rates and home builders, J…
 
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