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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.
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Estate Planning Attorney, and life-long Michigander, Tom Doyle, discusses all things related to Estate Planning & Settlement in Michigan, talks about Michigan events, answers your estate planning and settlement questions, and hosts guest speakers.
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”Affluence & Advocacy” is a compelling podcast series focused on New York real estate law, hosted by Natalia Sishodia, an experienced attorney recognized for her expertise in real estate, business law, elder law, estate planning, and taxation. This podcast provides invaluable insights into the legal landscape of New York, specifically tailored for high-net-worth clients and international buyers navigating the complexities of real estate transactions.
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The Passive Income Attorney Podcast

Seth Bradley | Lawyer, Investor, Speaker, Founder

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Discover the secrets and strategies of the ultra-wealthy. End the cycle of trading your time for money so you can make money while you sleep. Start living the good life on your own terms. Your host, attorney, Seth Bradley will share his experience and journey to guide you through the world of alternative assets.
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Plan Your Estate Radio with Bob Bergman Podcast

Plan Your Estate Radio with Bob Bergman

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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!
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Legacy Talk Podcast

Attorney James Jones

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Attorney Jones is here to talk about how best to protect your family, assets, and wealth. Pulling stories from his more than 20 years of helping families and business owners protect their assets, create their estate plans, preserve their wealth, and plan for the future. Nobody wants to think about estate planning, but life has a way of sneaking up on you and at any moment something unexpected could happen that will leave you regretting not having acted sooner. So join Attorney James A. Jones ...
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Elder Law Report

Greg McIntyre, J.D., M.B.A.

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Keeping seniors and their families informed and up to date on estate planning, elder law and other matters. We help seniors navigate the legal maze of aging in America.
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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.
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Our goal is to provide valuable information so you can reach PEACE OF MIND through planning. FOLLOW NOW so you are armed with straight forward planning tips for when you're ready to get started! EASIEST WAY TO REACH US: https://www.zammittilaw.com http://www.yourplanningattorney.com ABOUT VAL -- Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helped her find estate planning, elder law and probate as her focus. Valerie’s natural care-giver ten ...
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Prosper Attorney Podcast

Attorney Janelle Cremé

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Welcome to the Prosper Attorney Podcast, hosted by the knowledgeable Janelle Cremé, Esq.! As a dedicated Estate Planning Attorney, Janelle brings her expertise to the forefront, guiding listeners through the essential elements of estate planning. In each episode, she covers vital topics such as wills, trusts, guardianships, power of attorney, medical power of attorney, and living wills. Janelle’s mission is to empower individuals and families to make informed decisions about their futures, e ...
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Join a group of renegade attorneys as they dive in to the latest cases and statutes; discovering how they affect our day to day lives. Explore the facts. Ask a question or contact the Josh and the team at (800) 659-1186 or visit JudicaCounty.com Sponsored by Whitaker & Hamer, PLLC. www.wh.lawyer • (919) 772-7000
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Senior Matters Podcast

Mark E. Wight, Attorney - Idaho Estate Planning

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The Senior Matters Podcast with Mark E. Wight, presented by Idaho Estate Planning, is your go-to resource for navigating senior living, retirement planning, and estate management challenges and opportunities. Hosted by Mark E. Wight, an experienced estate planning attorney with over 40 years of experience, this podcast delivers expert insights and practical advice on topics that matter most to seniors, those caring for seniors, and individuals approaching retirement. In each episode, Mark is ...
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There are a lot of myths and misconceptions floating around about estate planning and long-term care planning. Many families fail to plan because they feel overwhelmed and not sure where to start, so they never put a plan in place. Our mission with this podcast is to give you a starting point and empower you to ask the questions that matter most when it comes to putting the right estate plan together for you and your family. In each episode, we are addressing the myths and misconceptions abo ...
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Welcome to New York's Asset Protection Roundtable with Ted Alatsas of Alatsas Law Firm in Brooklyn, New York. Alatsas Law provides one-on-one guidance when you're struggling to resolve family, elder law, asset protection, or bankruptcy concerns. On this show, Ted will explain complex legal concepts in easy-to-understand terms and encourage you to fully participate in the decision-making process so you can face you future with confidence. Join us each episode as we creatively address many iss ...
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Welcome to the Live for Today, Plan for Tomorrow Podcast, your go-to source for insights on mortgages, retirement planning, and real estate. Hosted by Gabe Bodner, a seasoned expert in the mortgage industry, our goal is to simplify complex financial concepts for homeowners and potential buyers. Join us as we explore reverse mortgages and other retirement planning topics, featuring exclusive interviews and expert advice. At the Live for Today, Plan for Tomorrow Podcast, we delve deep into the ...
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The Lawmas Podcast

Lauren & Lacey

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Juggling courtrooms and playrooms, legal briefs, and bedtime stories... Meet Lauren and Lacey, two powerhouse attorneys and moms who are laying down the law on work-life balance. Lauren handles estate planning, while Lacey is a criminal defense attorney. And together, they're The Lawmas! Join them as they dive into into the chaotic world of running law firms while raising families, where they share war stories from the courtroom and the playground, while offering tips on building a thriving ...
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All My Children Wear Fur Coats with attorney, animal advocate and pet mom Peggy Hoyt is a weekly "pawcast" for pet lovers and their furry kids. Favorite topics include animal rescue and welfare, pet loss and grief, estate planning for pets, pet health and wellness, unique pet products, protecting pets in disasters, and animal communication, just to name a few. With more than 200 guests since its creation, All My Children Wear Fur Coats has something for every pet pet parent and animal lover. ...
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Learn valuable information about the law from Attorney Kenneth Landau and his expert guests concerning all areas of the law including criminal, wills and real estate - and about your right to sue and what to do if you are sued.
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The Todd L. Levitt Law Podcast

Todd L. Levitt: Criminal Defense Attorney and Podcaster

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Defense Attorney, Todd L. Levitt, and co-host in the mother ship, Craig Russell, bring you an exciting and informative show focused on global marijuana laws. Other topics include criminal law, the Constitution, changes in laws that affect all of us, and...CANNABIS, CANNABIS, AND MORE CANNABIS. Sit back and enjoy!
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The Moneywise Guys

Wealth Management - Community

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The Moneywise Guys podcast is all things funny, finance and business. Utilizing both regional and national hot topics of the day as talking points, this show is dedicated to breaking down and making fun of often dry, confusing financial concepts while offering simple, practical financial solutions for everyday people and all pocketbook sizes. Website: www.MoneywiseGuys.com
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Absolute Trust Talk

Kirsten Howe: Attorney and podcaster

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Absolute Trust Talk is your navigational compass that brings together the business of trusts, estate planning, and aging – your home base to find the knowledge you’re seeking on what lies ahead. With over 27 years of experience, Kirsten has seen her fair share of clients confused and overwhelmed with the complexity of estate planning and the challenges and obstacles that life can throw your way. On a mission to take her vast expertise and experience to a new level, Absolute Trust Talk host K ...
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This is a podcast by Josh Key, owner and managing attorney of Key Law. Key Law is an Alabama law firm that takes the headaches out of estate planning and probate so that families can focus on what's important. This podcast will examine and explain estate planning and probate strategies and concepts, from a real lawyer, to help you determine how to get the best estate plan for you and your family.
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Before You Go...

Stacy Kelly & Keith Morris

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Death is one of life’s certainties. Yet, it’s not easy to contemplate a world that moves on without us. It’s common to feel anxious and have questions. We know because we’ve been helping families, companies, and even top Texas attorneys resolve their disputes with dignity for decades. Welcome to Before You Go…a podcast brought to you by Texas estate, trust, and guardianship attorneys Stacy Kelly and Keith Morris of The Blum Firm. Stacy and Keith are here to provide practical insights, simpli ...
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321 Biz Dev is the number one consulting firm in the world offering sales systems and business development services for attorneys, CPAs, plastic surgeons, dentists, insurance brokers, real estate brokers.321 Biz Dev helps any small business owner with a sales function who wants to increase performance, productivity and profitability using superior business development and sales training tools. Podcast episodes focus on the four main sales functions: contacting, prospecting, appointment setti ...
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Goldstein on Gelt

Douglas Goldstein | CFP® | Profile Investment Services

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The Goldstein on Gelt Show is a global investment and financial planning radio show designed to educate and entertain its listeners with financial strategies and investment tips. Douglas Goldstein, CFP® hosts the weekly show, which can also be heard at https://goldsteinongelt.com and is the director of Profile Investment Services, Ltd., https://profile-financial.com
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Todd Whatley is a Certified Elder Law Attorney, practicing attorney and now the Elder Law Coach. His passion is to help attorneys become proficient Elder Law Attorneys. He still practices law with over 22 years of experience with offices in two states. He is the Past President of the National Elder Law Foundation, the ABA accredited certifying organization for the ABA. He LOVES working with new and experienced attorneys to help them have the best job in the world and help a great population. ...
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Close to Home with Nicole Sullivan

closetohomewithnicolesullivan

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”Close to Home with Nicole Sullivan” is a thoughtful and informative podcast series where Nicole Sullivan, a seasoned attorney and lifelong Mississippi Gulf Coast resident, provides expert legal insights on topics that matter most to the community. Hosted by Matt Sky, each episode delves into various aspects of real estate, estate planning, and other essential legal matters, offering clarity on complex issues with a focus on local relevance.
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Welcome to "Taking Care of Tutu," the podcast that explores the legal mechanics of how we care for our loved ones and ourselves using the tools of estate planning, probate, and elder law. Join us as we dive into the world of legal intricacies with a touch of aloha spirit. In this podcast, we follow the journey of a dedicated estate planning, probate, and elder law firm as they share insights, stories, and expert advice. They're on a mission to be a one-stop resource in Hawaii for all things ...
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Off the Record: A Legal Podcast

offtherecordthepodcast

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Welcome to Off the Record: A Legal Podcast, hosted by Kevin Rosenquist, where we explore critical legal matters with expert insights from Attorney Rhett Burney. In each episode, we dive deep into essential topics ranging from family law to estate planning and probate in South Carolina. Whether you’re navigating a divorce, planning your estate, or dealing with probate issues, Rhett brings clarity, expertise, and practical advice to help you understand the complexities of South Carolina’s lega ...
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Unbundled Attorney Mastermind

The Unbundled Attorney Team

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In the Unbundled Attorney Mastermind podcast, we interview our provider attorneys and leading experts in the legal industry to identify best practices for fielding internet generated leads. We also discuss how to ethically and effectively offer unbundled legal services and other affordable options in your legal services practice.
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Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
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The Texas Family Lawyer Podcast tells you everything you need to know to be successful in your Texas #divorce, child custody, or family law matter. Join Alex Hunt, Managing Attorney of Hunt Law Firm, a leading law firm serving the Greater Houston area with its principal office in Katy, TX. You'll hear from attorneys and experts about the way the law really works, war stories from the trenches of Texas divorce courts, and tips from some of the most respected voices in the field. This podcast ...
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Challenging Conventional Wall Street wisdom about retirement planning and exposing bad advice from Financial Entertainers. Maximizing Retirement income and protecting assets from creditors, predators, lawsuits and judgments does not happen with a product or discount offer online. You must have an integrated approach. As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of retirement income, asset protection and estate plans. ...
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Law Days & Lattes

Sidney Eckman Wheelan

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Welcome to Law Days & Lattes, a unique blend of law, business, and a warm cup of wisdom. Your host, Sidney Wheelan, is not just an attorney but also a real estate investor and entrepreneur. This podcast is your one-stop source for legal insights, business strategies, and so much more. Whether you’re a seasoned professional, an ambitious entrepreneur, or someone seeking guidance, Law Days & Lattes is the podcast for you. We aim to empower our listeners with valuable business strategies and in ...
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Legacy Purse

Leslie Sultan

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This podcast makes it easy for YOU to understand estate planning! Host and Attorney/Mom Leslie Sultan gets on the mic to talk about topics that show YOU how to protect your family and assets. And prepare yourself to listen to estate nightmare stories. This podcast is a product of Sultan Attorney and is produced and edited by Xavier Mejia.
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Jurist Law Podcast

juristlawpodcast

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The Jurist Law Podcast features legal experts Kimbro Stephens and Shane Cox from the Jurist Law Group. Focusing on estate planning, elder law, and asset protection, the podcast aims to provide clear, actionable insights into topics that impact families and individuals navigating later-in-life care, Medicaid, probate, and estate planning. Hosted by Matt Sky, each episode dives into legal issues affecting Arkansans, offering practical advice to listeners seeking to protect their assets and pla ...
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Welcome to Golden Topics, which are personal discussions with a variety of professionals on critically important elder issues. Hi, my name is Mirit Hoffman, I am a mother of three, a Gerontologist and an attorney specializing in elder law. My focus is helping senior citizens to stay in control when they reach significant junctions in their lives. These podcasts are personal discussions with a variety of professionals and are intended for anyone who is interested in being enriched with knowle ...
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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.
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Foreman Law presents the How To Buy And Sell a Business Podcast with hosts Sam Foreman, Business Attorney at Foreman Law, and Jacob Wayman, owner of Orange Theory Fitness in Wichita, Kansas. The goal of the podcast is to educate, equip, and empower you to have a successful deal process whether you are buying or selling a business, or simply want to learn more about what that process is like. Legal topics discussed on this podcast are for general purpose information only. No client attorney r ...
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This divorce podcast digs deep into issues of divorce that center around real property including the marital home and other real property and divorce mortgage planning. Helping divorcing homeowners and the members of the professional divorce team make more informed decisions regarding the home equity solutions during and after divorce. Hosted by the Divorce Lending Association.
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Dive into the essentials of wealth management with Ian Weiner and Todd Whatley on Wealth For Generations. This podcast brings you concise, expert insights on investment strategies, retirement planning, Estate Planning and financial well-being. This dynamic team of a Certified Financial Planner and Certified Elder Law Attorney are perfect for anyone from beginners to seasoned investors, our episodes focus on empowering you with the knowledge to make informed financial and estate planning deci ...
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The Moneywise Radio Show and Podcast Monday, October 21st BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement Guest: Kyle W. Jones, Attorney at Law website: www.kwjoneslaw.co…
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How Business Owners Create a Power of Attorney. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money…
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Meet Estate Planning Attorney - Janelle Crème Discover how to secure your legacy and protect your loved ones with insights from estate planning expert Janelle Cremé. In our latest episode, Janelle opens up about her mission to educate people on estate planning's crucial role in avoiding familial strife and heartbreak. Through her own experiences, J…
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The Moneywise Radio Show and Podcast Monday, October 28th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement Guest: Jeremy Tobias, CEO of Community Action Partnership of Ker…
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Busting Estate Planning Myths In this episode of the Senior Matters Podcast, guest probate attorney Carly Ward joins Mark E. Wight to bust common myths surrounding estate planning and probate. From the misconception that estate transfers happen automatically upon death to the belief that having a will eliminates the need for probate—this episode se…
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Success can often distract us from the things that Steven Covey described as important but not urgent in his time management matrix. For some, succss leads to complacency and a tendancy to ignore things that are extremely important. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement …
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The Moneywise Radio Show and Podcast Friday, October 25th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement Guest: Cherese Grell, Board Member of the Kern County Student Le…
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Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…
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In this episode of Absolute Trust Talk, Kirsten Howe and associate attorney Jessica Colbert delve into the spousal property petition, a vital tool that offers a faster and more cost-effective way for surviving spouses to claim assets from a deceased spouse's estate. They break down the legal nuances, sharing practical examples of how this process w…
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Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…
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Real estate and death of spouse - probate required? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money…
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On this edition of Judica County Radio, Whitaker & Hamer Attorneys Josh Whitaker & Joe Hamer discuss the latest legal issues making headlines. Former President Trump Appellate Court review and NC abortion laws just some of the topics on this week's Judica County Radio. If you have a legal situation and need answers call Whitaker and Hamer 800-659-1…
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Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…
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This episode contains graphic details of combat. If you or someone you know that is listening has PTSD from service or combat you may not want to listen to entire episode. Joe Pawlowski, Joins Todd & Craig in studio to discuss his service in The U.S. Marine Corps where he was wounded along side other heros in Iraq. Joe describes in detail the missi…
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Juggling courtrooms and playrooms, legal briefs, and bedtime stories... Meet Lauren and Lacey, two powerhouse attorneys and moms who are laying down the law on work-life balance. Lauren handles estate planning, while Lacey is a criminal defense attorney. And together, they're The Lawmas! Join them as they dive into into the chaotic world of running…
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Joe Murphy explores the implications of artificial intelligence (AI) in retirement planning. They discuss the potential benefits and limitations of AI in providing financial advice, emphasizing the importance of human judgment and trust in financial decision-making. The conversation highlights the need for personalized financial planning and the ri…
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Survivorship requirements are intended to come play in the event of the simultaneous or nearly simultaneous death of an estate plan maker and a primary beneficiary. But what happens if the major beneficiary dies at the same time or nearly the same time as the person who created the will or living trust? Thanks to the death of private pensions, the …
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You make a lot of money, but do you have a plan? Cheers to freedom. Full Episode |EP 42 | How to Ditch Debt, Avoid the Golden Handcuffs, and Find Balance with Rho Thomas CONNECT | SETH BRADLEY: Get Started | Download The Freedom Blueprint: http://www.attorneybydesign.com Subscribe and Leave a Rating and Review: Apple: https://podcasts.apple.com/us/…
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The Moneywise Radio Show and Podcast Thursday, October 24th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement Guest: Bob Meadows, Director of Training and Community Relatio…
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Episode 34: Safeguarding Democracy: The American Bar Association’s Call to Action Host: Sidney Wheelan Sponsored by: The Wheelan Law Firm of Moberly, Missouri Episode Overview: In this episode of Law Days & Lattes, we explore the American Bar Association’s (ABA) Task Force on American Democracy, which has highlighted critical threats to the integri…
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Is the executor required to give you a copy of the Will? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money…
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The Moneywise Radio Show and Podcast Wednesday, October 23rd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagementBởi Wealth Management - Community
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Do a Google search for Rules for Retirement or best retirement advice and you will receive a billion options. OK, maybe not a billion but the amount of information available can be overwhelming. This is my take on the Top 5 Rules for retirement. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniabl…
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Yvette has a conversation about binge eating with Dr. Nina Savelle-Rocklin, a renowned author, podcast host, and one of the nation’s leading psychoanalysts. Dr. Savelle-Rocklin's signature message, “It’s not what you’re eating, it’s what’s eating 'at' you,” has resonated with hundreds of thousands of listeners from around the globe. She is the foun…
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In this episode of the Live for Today, Plan for Tomorrow Podcast, host Gabe Bodner welcomes Don Hastings, a leading expert from Senior Solutions Today, to dive deep into the intricacies of Social Security. Whether you're approaching retirement or simply want to maximize your benefits, Don shares invaluable insights and strategies that could help se…
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Navigating the probate process can feel overwhelming, so what if there was a way to avoid it entirely? In this episode of Absolute Trust Talk, associate attorney Jessica Colbert and managing attorney Kirsten Howe introduce the small estate affidavit—an often overlooked yet highly effective tool for bypassing probate when certain conditions are met.…
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Retirement income planning does not happen with a single product or so called "magic bullet". Maximum retirement income requires a strategy that incorporates all aspects of your financial life. Your personal spending habits can have a major impact on your ability to save money. Thanks to the death of private pensions, the devaluation of Social Secu…
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The Moneywise Radio Show and Podcast Tuesday, October 22nd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement Guest: Chad Hathaway, Founder/CEO of Hathaway LLC. website: www…
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On this episode of the Passive Income Attorney podcast, Seth is joined by Jefferson Lilly as they talk about taking a contrarian point of view to find rare opportunities where you least expect them. Inside this episode, Seth and Jefferson take a deep dive and explore mobile home parks as a valuable and viable investment to the tune of $600K per mon…
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Newly minted attorney Jordan McIntyre takes us on a whirlwind journey through his first two weeks in the legal world, sharing both the exhilaration and the hurdles of transitioning from law school to practice. With lawsuits to draft and the pressure of meeting billable hours, Jordan opens up about the steep learning curve of being a young lawyer. H…
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Tune into this episode of The Senior Matters Podcast with host Mark E. Wight and guest attorney Carly Ward as they break down the probate process. This episode is a must-listen for those navigating estate management after losing a loved one. Discover the necessary steps to take right after a death, including securing property and gathering vital do…
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No estate plan - don't worry. The government has a plan for minor children and adult family members with special needs who are not able to manage their own affairs. In addition to the potential for an unfortunate trip into the court system, minor children and special needs beneficiaries may become vulnerable to creditors and those seeking to get th…
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In this episode, attorney Bill Miller discusses the implications of the Secure Act on estate planning—particularly focusing on asset protection and long-term care costs. He outlines scenarios involving families facing potential nursing home expenses and how the Secure Act has altered the landscape for inherited IRAs, emphasizing the importance of s…
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In this episode of the Redding Financial Advisor podcast, host Chris Hall interviews local author Madison Kopta about her journey in writing and publishing her middle-grade novel, 'Watched in the Woods.' Madison shares insights into her writing process, the challenges of getting published, and her experiences with hybrid publishing. The conversatio…
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The Moneywise Radio Show and Podcast Thursday, October 17th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement Guest: Steve Matejka, Current local American Heart Association…
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Despite the 2020 pandemic, Wall Street continues to hit historic highs. Some say that the investment markets are at the top and the bubble is about to burst. Others say that the markets still have another year of growth before the bear market kicks into decline. Who's right? Thanks to the death of private pensions, the devaluation of Social Securit…
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