Random Estateplanning Podcasts

Your financial life doesn’t need to be complicated. It’s our goal to help you take the complex and make it simple. From retirement planning to investment strategies and more, hosts Mike MacKelvie, Valerie Escobar and Katie Dunn Fitzgerald share need-to-know insights on finances and wealth that can help make Your Life Simplified.

Categories: Business, Education

Tags: 401k, 529, Estateplanning, Finance, Financialadvice, goals, health, incometaxes, Insurance, investments, investmentstrategy, ira, lifestyle, Mariner, marinerwealthadvisors, Money, mwa, Retirement, riskmanagement, simplify, TaxPlanning, wealthadvice

Tim and Tom Mullooly from Mullooly Asset Management bring you “Living With Money”. Tim and Tom will walk you through your financial life step by step. From the very basics of personal finance to in-depth financial planning and investing methods, you will truly learn how to live with money. With years of experience spanning multiple generations, Tim and Tom bring a unique perspective to your financial life, whether you’re just starting out, or getting close to retirement. Through educational episodes, and interviews with guests from a number of industries, “Living With Money” will help you tackle topics like cash flow management, college planning, student loans, online banking, investing, retirement planning, estate planning, insurance needs, workplace retirement accounts, taxes, overall financial planning, and so much more. Let’s get started.

Categories: Business

Tags: banking, Cashflows, collegeplanning, DebtManagement, Estateplanning, financialplanning, Insurance, investing, investingtips, Money, personalfinance, portfoliomanagement, RetirementPlanning, savingmoney, studentloans, taxes

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

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

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

Learn about the basics of estate planning from Connecticut-based attorney, Marc Guertin. Marc’s practical advice, approachable style and 15+ years of experience will help you plan for life, death, and whatever happens in between.

Categories: Business

Tags: assets, attorney, death, Estateplanning, legal, legaladvice, probate, trust, will

Find Your Exit is a podcast about how to successfully exit your business. In this show, you will be given tools and insight and hear triumphant stories from industry experts and entrepreneurs who have built sustainable, scalable, and profitable businesses, worthy of an exit. Join award-winning Certified Exit Planning Advisor, Mark Kravietz, as he and his guests cover critical topics, including how to get started, when to sell, getting your company ready for a sale, determining business valuation, overcoming roadblocks, exit options (such as an IPO or acquisition), life after sale and a whole lot more! Find Your Exit uncovers the secrets to building a business that delivers real value and will help you lead your company to a successful exit.

Categories: Business

Tags: acquisition, business, businessexit, businessowners, businessvaluation, charliepodpostmediacom, entrepreneurs, Estateplanning, exitplanning, exitplanningadvisor, exitstrategy, Finance, initialpublicoffering, ipo, retirment, sales, selling, successionplanning, wealthmanagement

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

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

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

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 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

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

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

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

Colin and sometimes Shreya talk about asset protection, estate planning, and running a business with your family and/or partner on a semi-daily basis. Are you often the one bringing extra snacks or mittens on your hike “just in case?” What if someone forgot warm layers? What if you’re stuck out there longer than you thought? You may just be worriers who like to prepare for “situations developing” like us. Once you’re better prepared, you can live more carefree and enjoy that hike/vacation/life. When it comes to preparing the legal stuff, often, the hardest part is just getting started. We’re here to be your guides through this process and make it easier than you thought it would be.

Categories: Business, Society & Culture

Tags: assetprotection, Estateplanning

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

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