Proactive Planning With Low Market Values Using Spousal Lifetime Access Trusts

CIBC Private Wealth US

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We made it— 300 episodes of This Is Woman’s Work ! And we’re marking this milestone by giving you something that could seriously change the game in your business or career: the skill of pitching yourself effectively. Whether you’re dreaming of being a podcast guest, landing a speaking gig, signing a client, or just asking for what you want with confidence—you’re already pitching yourself, every day. But are you doing it well? In this milestone episode, Nicole breaks down exactly how to pitch yourself to be a podcast guest … and actually hear “yes.” With hundreds of pitches landing in her inbox each month, she shares what makes a guest stand out (or get deleted), the biggest mistakes people make, and why podcast guesting is still one of the most powerful ways to grow your reach, authority, and influence. In This Episode, We Cover: ✅ Why we all need to pitch ourselves—and how to do it without feeling gross ✅ The step-by-step process for landing guest spots on podcasts (and more) ✅ A breakdown of the 3 podcast levels: Practice, Peer, and A-List—and how to approach each ✅ The must-haves of a successful podcast pitch (including real examples) ✅ How to craft a pitch that gets read, gets remembered, and gets results Whether you’re new to pitching or want to level up your game, this episode gives you the exact strategy Nicole and her team use to land guest spots on dozens of podcasts every year. Because your voice deserves to be heard. And the world needs what only you can bring. 🎁 Get the FREE Podcast Pitch Checklist + Additional Information on your Practice Group, Peer Group, and A-List Group Strategies: https://nicolekalil.com/podcast 📥 Download The Podcast Pitch Checklist Here Related Podcast Episodes: Shameless and Strategic: How to Brag About Yourself with Tiffany Houser | 298 How To Write & Publish A Book with Michelle Savage | 279 How To Land Your TED Talk and Skyrocket Your Personal Brand with Ashley Stahl | 250 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

לפני 5 שנים 10:16

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Much has been written about how market volatility and low asset valuations create an opportunity to efficiently move wealth to children and grandchildren. While those explanations might resonate, not everyone is ready to give away a significant amount of wealth. After all, what if those assets are needed in the future? A strategy that allows the best of both worlds—efficiently transferring wealth, while retaining indirect access to that wealth if needed—is a Spousal Lifetime Access Trust (SLAT).

Read more about Proactive Planning During a Time of Uncertainty and Volatility:
https://private-wealth.us.cibc.com/blog/-/blogs/proactive-planning-during-a-time-of-uncertainty-and-volatility

45 פרקים

#Trading #Business #Business News #News #CIBC Private Wealth - Matt Mammola #CIBC Private Wealth #Private Wealth Management Investing Money

Proactive Planning With Low Market Values Using Spousal Lifetime Access Trusts

CIBC Private Wealth US

published לפני 5 שנים

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MP3•בית הפרקים

Read more about Proactive Planning During a Time of Uncertainty and Volatility:
https://private-wealth.us.cibc.com/blog/-/blogs/proactive-planning-during-a-time-of-uncertainty-and-volatility

45 פרקים

#Trading #Business #Business News #News #CIBC Private Wealth - Matt Mammola #CIBC Private Wealth #Private Wealth Management Investing Money

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Do you have substantial assets that you want to pass on to beneficiaries now? Would you like to avoid erosion of your estate from recurring taxes every time assets are passed from one generation to the next? As the world economy trudges through the uncertainty of the COVID-19 pandemic, many investment and financial plans are on hold. However, these challenging times may present an opportunity to focus on how best to preserve wealth for the benefit of future generations. With asset values depressed, as many now are, gifts can be an effective way to transfer wealth and even create a lasting financial legacy. While there are many ways to structure gifts, two common approaches are outright gifts and gifts to dynasty trusts. Read more about Proactive Planning During a Time of Uncertainty and Volatility: https://private-wealth.us.cibc.com/blog/-/blogs/proactive-planning-during-a-time-of-uncertainty-and-volatility…

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Proactive Planning With Low Market Values Using Spousal Lifetime Access Trusts