Random Estateplanning Podcasts

The podcast is filled with advice, tips, and many real-life examples demonstrating what can go wrong (and what can go right), depending on whether or not families plan accordingly in advance, communicate clearly with one another, and are willing to put petty and selfish differences aside. No one likes talking about death and inheritances before they absolutely have to, but as I have learned from personal experience, having these conversations earlier, rather than later, will save a lot of time and money, alleviate a ton of stress and ill-feeling, and ensure that the deceased’s wishes are properly and efficiently carried out.

Categories: Education, Kids & Family

Tags: death, divorce, Estateplanning, grieving, legacyplanning, petsparenting, Retirement, successionplanning, wills

Most people think estate planning is boring, too technical, all about taxes, or somebody else’s problem. Don’t be one of them. Let’s face it, death is like sex–we all do it, everyone has questions about it, and we are all interested in everyone else’s questions. Join me, Liza Hanks, and my fascinating guests for in-depth, relevant conversations about how to get your plans in order and why it matters to the people and organizations that you love the most. You’ll find yourself engaged, curious and empowered to get the job done. https://www.womenandwills.com/listen

Categories: Business, Education, Kids & Family

Tags: Estateplanning, estates, giving, legal, prenups, wills

Pennsylvania estate planning attorney Yvette E. Taylor, Esq. explores the extraordinary legacies of ordinary people.

Categories: Education, Society & Culture

Tags: Estateplanning, interviews, lawyer, legacy, legal, Stories, trusts, wills

Are you ready to take your practice to the next level? Five Star Tips will help you take control of your practice’s future. Ken Unger, the Founder of the Academy of Preferred Financial Advisors, has run the leading coaching firm for mid- to high-level financial advisors for nearly 20 years. He will share with you some of the proven strategies and tools that top practices use to create five-star, client-centric, holistic practices. Five Star Tips also features interviews with some of the best advisors in the industry, who will talk about their first-hand experiences on their journey toward success.

Categories: Business, Education

Tags: Estateplanning, financialadvisors, financialplanning, wealthbuilding, WealthPlanning

Ann talks to those who are getting Retirement Ready and the topics range from:- setting up income streams for retirement, advice from experts, what people are getting up to in retirement, volunteering, where they are relocating to, health and happiness topics

Categories: Business, Society & Culture

Tags: #seniorshealth, babyboomers, Estateplanning, financialadvisor, greyentrepreneurs, greynomads, health, investing, onlineincome, reinvent, retirementready, Snowbirds, supplementincome, travel, volunteering

Welcome to The Mineral Rights Podcast! I’m here to help you to make the most out of your oil and gas mineral rights and royalty interests. From the latest mineral rights news to featured guests, get the knowledge and resources you need to manage your minerals and royalties.

Categories: Business, Science

Tags: Estateplanning, gas, investments, land, mineralrights, minerals, npri, oil, oilandgas, orri, overridingroyaltyinterest, royalties, royaltyinterests

Amanda Rocha is an estate planning and probate attorney in California. The podcast discusses common questions in these areas as well as key tips. You can expect topics on wills, trusts, conservatorships, probate, asset management, guardianships, financial tips, and more.

Categories: Education, Kids & Family

Tags: court, Education, Estateplanning, law, legal, probate, trust, will

Attorney Barry Gardiner discusses legal issues relating to estate planning, wills and trusts, federal taxation, elder law, and other corporate and business law topics, especially as they relate to people and businesses in New York and New Jersey.

Categories: Business

Tags: Estateplanning, estateplanninglaw, taxlaw, TaxPlanning

What would a law firm built by the founders of Disney, Four Seasons, Amazon, and Zappos look like? Lawyers (and other professionals) aren’t in the same “service” industry as those companies, but that doesn’t mean we can’t benefit from employing their rigorous service mindsets. We give you inspiration and tactics to smooth out your processes, bolster your reputation, and increase your revenue – every episode of Five Star Counsel has actionable tips for you to build the firm that clients rave about!

Categories: Business

Tags: attorney, bestpractices, cle, clientservice, customerservice, entrepreneur, estatelaw, Estateplanning, estatetax, firmgrowth, howto, incometax, law, lawfirmgrowth, lawyer, lawyering, lawyers, legal, LegalNews, legalstartup, legaltechnology, legalupdates, probate, rptelaw, tax, taxattorney, trust, wills, younglawyers

There are a thousand different ways your clients can leave unfinished business, but no single advisor can address every issue. We answer the important questions to help professional advisors focused on individual clients – like attorneys, CPAs, and financial advisors – identify and eliminate those professional blind spots so you can speak competently and confidently to your clients and help them leave No Unfinished Business.

Categories: Business, Education

Tags: business, cpa, Estateplanning, financialadvisor, houston, law, legal, planning, probate, tax

ACTEC Trust and Estate Talk is a free weekly podcast series. The series offers wealth planning professionals’ best practice advice, insights, and commentary on subjects that affect the profession and clients. The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,400 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration.

Categories: Business, Government

Tags: assetprotection, charitabletrusts, elderlaw, Estateplanning, estatetaxes, familypartnerships, gifttaxes, guardianship, irrevocabletrusts, livingwills, maritaltrusts, medicalpowerofattorney, powerofattorney, probatelaw, rockefellertrusts, specialneedstrusts, taxlaw, taxlegislation, taxreform, Te, trustandestate, trustfunds, trusts, WealthPlanning, wills

Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today’s retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trademarked Retirement Road Map® is a holistic planning process that focuses on the 5 key areas of retirement planning: Income planning, investment planning, tax planning, health care planning, and legacy planning. The Retirement Road Map is your guide to financial freedom and will prepare you for the retirement you’ve always dreamed of and deserve!

Categories: Business

Tags: Boston, Estateplanning, fiduciary, financialadvisor, FinancialFreedom, Healthcare, holisticplanning, Income, investments, legacy, Massachusetts, Plymouth, Retirement, RetirementPlanning, retirementroadmap, shp, shpfinancial, socialsecurity, taxes

Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Planner™ Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. We’ll bring you market observations and interviews showcasing real-life examples to help you accumulate, preserve and protect wealth, and stay on track in meeting your retirement goals. The variety of topics covered by this show includes market news, the economy, investment strategies, retirement planning, estate planning, risk management, income tax planning, and business succession. As specialists in the financial services field, our commentary has been seen in U.S. News and World Report, The Wall Street Journal, Nasdaq, Investopedia, Kiplinger, CNBC, and Yahoo! Finance, among others. Our goal is to help you make smarter decisions about your complex financial life. Please subscribe for free and listen in every other Friday just in time for your morning workout or commute. Global Wealth Advisors 4400 State Hwy 121, Suite 200, Lewisville, TX 75056 (972) 930-1238 | info@gwadvisors.net | www.gwadvisors.net Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Financial Planning services offered through Global Wealth Advisors are separate and unrelated to Commonwealth.

Categories: Business

Tags: businessplanning, Estateplanning, financialadvisor, financialplanning, incometax, investing, marketnews, Retirement, riskmanagement, stockmarket, successionplanning, wealthmanagement

The Truth About Estate Planning (TAEP) podcast is an ongoing discussion about all things “estate planning.” Most think estate planning is just about assets-who gets what when. TAEP will explore much more than that. In fact, TAEP is designed to expand your thinking—it’s the home of the 24 Hour Thinker™! Presented in the familiar “radio show” format, TAEP is hosted by Rick Randall, Chairman and CEO of the National Network of Estate Planning Attorneys and founder of the Indianapolis law firm of Randall, Gentry & Pike. TAEP will feature segments on new planning approaches, planning pitfalls and what you’d expect–legal technical developments and strategies. TAEP will address broader “estate planning” topics from NextGen Estate Planning® to PROActive Elder Law™. We’ll investigate building and leaving your legacy, assisting loved ones from aging parents to parenting young toddlers through discussion of strategies and available resources most never know about. Topics will include controlling your own health care, grieving, promoting family values, how to maximize your inheritance and more. Featuring guest presenters who’ve invested their lives and careers in putting together effective ways to address these issues, TAEP will connect you with their often little known, and in many cases quite contrarian, approaches. The goal is to help you learn everything you need to create, maintain and implement your plan, an Empowered Estate Plan® designed to work throughout the “Lifespan Circle”. From industry leaders to practitioners in the trenches to the popular “Randall’s Rants” segments, TAEP helps you think yourself “rich!”

Categories: Business, Education

Tags: attorney, Estateplanning, financialadvisor, rickrandall

Welcome to the Investment Answers Podcast. Your hosts are R. Travis Terlau, Certified Financial Planner™, an Independent Investment Advisor Representative, and founder and CEO, along with Kelly Terlau Chief Operations Officer of Investment Answers. We are a real couple that owns an actual financial planning firm. Whether you’re just getting started with setting the foundation for your lifelong financial wellness or if you’ve been saving and investing over your lifetime, we’re here to help. Investment Answers LLC is a Financial Advisory firm. Investment Advisory Services offered by Investment Answers Capital LLC. For the most updated Registered Investment Advisory disclaimer, please visit our website at www.InvestmentAnswers.net. This information is intended for entertainment or educational purposes only. Opinions, rules, regulations and laws expressed are subject to change without notice and are not intended as individualized investment or tax advice. Past performance does not predict or guarantee future results. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. These are the general views and understandings of Investment Answers, LLC, and should not be construed as personalized investment or tax advice. Consult a qualified financial professional before making any financial decision.

Categories: Business, Education

Tags: certifiedfinancialplanner, cfp, Estateplanning, financialplanning, incomeplanning, independentinvestmentadvisor, Insurance, investment, investmentanswers, kellyterlau, legacyplanning, Retirement, RetirementPlanning, rtravisterlau, theinvestmentanswers, theinvestmentanswerspodcast, travisterlau

No one likes to talk about death but avoiding the conversation will not change the outcome. You too will die one day. Every Sunday join E. Smith, Funeral Director, Embalmer and Death Positive Enthusiast as she initiates conversations about everything from,”What to do when someone dies” to “Can a corpse really sit up?” Whether death is a topic that makes you uncomfortable or one that piques your curiosity, tune in to, Can We Talk About It Later? The Podcast, where real conversations about death and dying will have a meaningful impact on your life.

Categories: Health & Fitness, Society & Culture

Tags: africanamerican, bereavement, burial, canwetalkaboutitlater, casket, cemetery, conversation, conversations, coping, corpse, cremation, dead, death, deathblog, deathcafe, deathpodcast, deathpositive, deathrights, depression, DNR, donotresuscitate, dying, Estateplanning, eulogy, fearofdeath, funeral, Graveyard, greenburial, grief, honor, hospice, Insurance, interviews, life, loss, memorial, militaryhonors, Pain, planning, Podcast, restinpeace, RIP, Rituals, service, suicide, taboo, terminal, tombstone, traditionalfuneral, urn, will, writinganobituary

The Expedition Retirement by Golden Reserve podcast is for every-day retirees. We challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings.

Join us each week for straight shooting, honest advice on protecting your assets from taxes, market risk, fees and long-term care. We’ll also challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings.

Subscribe or follow so you never miss an episode!

Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.

Categories: Business, Education, News

Tags: Estateplanning, financialadvisor, longtermcare, marketrisk, retirementplanner, taxes

Anthony S. Park is a professional executor for solo agers, probate real estate, and bitcoin. As a professional executor and probate lawyer, Anthony has seen what fared well (and what didn’t) at the end, upon death. He writes to share all that he’s learned from this unique perspective about estate planning, personal finance, and business. He’s written several Amazon best-selling books on probate, executorship, solo agers and bitcoin. Join the email list at https://anthonyspark.com/join-podcast/ to hear more and for free book giveaways. Anthony’s cases have been featured in many places, including the Wall Street Journal, New York Times, CNBC, and MarketWatch.

Categories: Business

Tags: entrepreneur, estateplan, Estateplanning, financialplanning, freelancer, homebusiness, homebuyer, homebuying, hustle, Money, personalfinance, RealEstate, Retirement, smallbusiness, solopreneur