David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group LLC.
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Asset Protection Podcasts
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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A podcast about the legal, taxation and lending aspects of structuring - how you own assets, how those assets are funded and the transactions associated with this. Your host, Terry Waugh, aka Terryw, is a solicitor, Chartered Tax Adviser, mortgage broker and former financial planner. Terry runs a law firm and a mortgage broking company. www.structuring.com.au
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View Legal is a specialist law firm, focusing on tax, structuring, asset protection, business succession and estate planning.
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Welcome to "Assets & Taxes," the Asset Strategy podcast where we explore financial planning, tax strategies, investment, and retirement ideas. Hosted by our expert financial advisors, we help you grow your wealth and minimize taxes. Perfect for individuals and small to mid-sized business owners, join us for timely discussions, expert interviews, and actionable tips to make your money work harder. Tune in and let's maximize your assets while keeping taxes at bay! WHERE TO FIND US: https://lin ...
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Welcome to Thinking Outside the Box Law Legal Podcast, the podcast that empowers individuals and small business owners to navigate financial challenges with innovative legal strategies. Hosted by the experienced team at Thinking Outside the Box Law, Inc., based in Naperville, Illinois, we delve into topics that matter to you—bankruptcy law, tax disputes, small business financial planning, and more success stories to help you achieve a fresh financial start. Whether you're facing overwhelming ...
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Security podcast looking at noteworthy news and topics to help protect people, assets and brand. Hosted by industry veterans Luciano "Lucky" Cedrone and Brian "Angry Man" Claman; two seasoned professionals in security risk management protection.
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Women Winning Divorce: A Lawyer’s Guidance On Navigating An Unhappy Marriage & Protecting Your Financial Assets With Heather B. Quick, Esq.
Heather Quick
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Are you a successful woman in an unhappy marriage facing the decision to divorce? This show educates and empowers women in choosing to advocate for themselves, divorce with dignity, and protect their families and rights. Listen to: -Gain clarity on the divorce process -Protect your rights and assets -Overcome the fear of leaving an unhappy marriage and move towards a happier and healthier life Over the last 20 years, host Heather Quick has been focusing on advocating for exclusively women in ...
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The happiness in retirement podcast is a holistic financial planning show that teaches you how to maximize your wealth and your happiness, and its for anyone who wants to squeeze all the juice out of their life - and their money.
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Welcome to Retirement Results! Each week, Ford Stokes and his team of fiduciary advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money. With $36 trillion in national debt and counting, many economists believe that taxes are likely to increase in the future, affecting retirees for decades to come. Ford and his team will help you build a smart plan that is TAX-efficient, FEE-efficient and MARKET-efficient. Listen to the show ...
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Throwing out the old playbook, seasoned asset protection attorney Darol Tuttle speaks to anyone of any age or experience who seeks to grow and protect family wealth for more than a generation. There are laws of money and this podcast shows you how to leverage them.
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Divorce Dialogues brings experts together to talk about what works (and what doesn't) to reach a better life on the other side of divorce.
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Being Well Informed discusses trending topics such as police reform, book banning intensified, the Emmett Till Alert App, new and upcoming authors, the Anne Arundel County NAACP Greenbook, judicial reform, long term care insurance, cryptocurrency scams, Maryland Lynching Memorial Project, Education in a Pandemic, and much more. The program, hosted by Claudia Barber, is designed to educate the audience on these trending topics.
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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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Join host Rick Kooyman of Trade Secrets Inspections and stay in the know. In each episode, Rick shares cutting edge insight on the best ways to protect you most valuable asset... your home.
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Patent Insider Secrets Welcome to Patent Insider Secrets, the ultimate podcast for entrepreneurs, inventors, and creatives who want to unlock the full potential of their ideas. In today’s fast-paced and competitive world, innovation is your greatest asset—but only if you know how to protect it. That’s where we come in. Hosted by Tariq Najee-ullah, a federally registered patent agent, veteran USPTO Patent Examiner, and experienced IP strategist, Patent Insider Secrets takes you behind the cur ...
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Nobody puts estate or asset protection planning as the #1 fun activity on the list. But getting organized and updated with your planning does not have to be painful. Here at BarthCalderon, we have a process that helps you to get organized in an efficient and painless way.
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Senior Moments - Legal and Financial Advice for Seniors and those that Love Them
Ronald C. Morton
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A podcast of legal and financial information for seniors and those that love them.
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This show navigates the misunderstood world of Christians and Money. We believe the Bible has a profit mandate for all believers. Kingdom Entrepreneurs should establish dominion over what God has put under their control to return a profit. The faithful servant took the two talents and made two more; the other took the five talents and made five more. Profit is the true realm of abundance. This is the space of 'extra' after all bills and needs are met.
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Douglass Lodmell was born in Geneva, Switzerland. From an early age, Douglass stood out as one of the brightest minds of his generation. His capacity to make the complex simple allowed him to excel during law school, receiving the Jacobs Burns Medal, an award given to the single student with the highest GPA. He completed his Legal Masters (LL.M.) in taxation at the nation’s leading tax program, New York University School of Law. He was further selected to clerk for one of the most famous Fed ...
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Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
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In Cashflow Ninja, host M.C. Laubscher, renowned as a leading expert in alternative investment strategies and alternative asset investing, interviews the best global minds in business and investing that share alternative wealth strategies and alternative asset investing niches. The mission of the Cashflow Ninja is to empower people to create, protect & multiply their wealth in the new economy and information age. The rules of money have changed and we share the new rules and how anyone can c ...
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In 2016, Donald Trump conspired with a foreign government to become President of the United States. On July 25, 2019, with the 2020 election around the corner, he decided to do it again. The first time around, it was collusion, aiding and abetting Russia’s attack on American democracy. The second time, it was extortion, demanding the Ukrainian government manufacture dirt on Trump’s political opponents in exchange for help the country needs to fend off a Russian invasion and chart a democrati ...
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Welcome to The Rev Room - where South Africa’s real entrepreneurs get real. Powered by BizRev, this is your private boardroom for cutting through chaos, unlocking systems, and revving your business into high-performance mode. No fluff. Just bold conversations, expert insight, and the tools to scale without losing your mind - or your mission.
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Call 913-814-9600 to see how we can protect your money. Bob Lindquist discusses how his proven strategies help protect the retirement plans for families in the Kansas City area.
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Welcome to Portfolio Perspective: Managing Risk & Seizing Opportunity, a podcast focused on the asset-based lending industry. Join Andrew Pace, Chief Client Experience Officer at Asset Compliant Solutions, as he interviews experts, shares insights, and explores strategies for managing risk, optimizing portfolio performance, and seizing opportunities in an ever-evolving financial landscape. From regulatory changes to technological advances, each episode provides actionable takeaways and deep ...
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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 trade ...
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Consuelo Mack has a long and distinguished career in business journalism. In 2005 she struck out on her own to launch her dream program, a weekly half-hour program on public television devoted to helping Americans build and protect their wealth over the long-term. Now in its eighteenth season, CONSUELO MACK WEALTHTRACK has been dubbed the “Cramer Antidote” by the press and Money Magazine named Mack “The Best Money TV Host.” WEALTHTRACK is the only program on television devoted to long-term d ...
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Mo Money is where we bring you practical tips, hacks, strategies and knowledge to help you save more, invest smarter, and maximise your money to ultimately replace your salary by investing faster and easier. In this show, Ben Nash, finance expert, best-selling author, speaker, and award-winning financial adviser along with Will Cant, a Financial Adviser at Pivot Wealth, will help you cut through the noise.
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IBA Global Insight's podcast series covers a variety of themes in law, business and human rights, and features high-level speakers. The content within IBA Global Insight podcasts does not represent the views of the International Bar Association.
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An award winning daily podcast, John Lee Dumas interviews the most successful and inspiring Entrepreneurs 7-days a week to bring you the top business strategies. Entrepreneurs On Fire has over 175 million listens and 4500+ episodes. JLD has turned Entrepreneurs On Fire into a media empire that has generated over 7-figures of NET annual revenue 12-years running. For all the resources, visit EOFire.com.
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I help busy self-employed professionals and business owners who don’t have time to think about anything beyond growing their business. Through estate planning tools and strategies, I help them grow retained earnings tax-free, pass more wealth to the next generation, and protect their biggest asset – themselves, the key person of the business.
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Join Stewart Willis, President of Asset Preservation Tax & Retirement Services, and co-host Spike Spengel as they explore strategies for protecting, growing, and maximizing your wealth. Designed for those in or near retirement, this podcast delivers expert insights on tax planning, investment advice, estate planning, and building a secure financial future—all tailored to help you make the most of your life’s work.
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“Legacy Planning, Once Removed,” hosted by Steve Murphy, former leader of the firm’s Private Wealth Services Practice Group, explores estate planning and provides steps for the management of wealth throughout life and upon death. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficiaries and charities. The key challenge of legacy planning lies in how to use wealth to help the next generation be productive and independent. Podcast topics focus on beneficiary ...
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Are you ready to take your STR investing to the next level? This podcast is all about digging into the STR game. From learning about market trends, talking to successful investors on their LONG GAME, to educating new investors on the in’s and out’s of STR strategy, our goal is to empower you to build LONG TERM wealth through SHORT TERM RENTAL investing.
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Whether you’re just beginning to consider separation, trying mediation, or overwhelmed with divorce litigation, you likely have many questions. Divorce Explained has the answers. Each week, co-hosts Steve Benmor and Leanne Townsend cover the many questions and concerns commonly associated with divorce and separation. You’ll learn about the latest developments in family law, legal strategies you can use to support your divorce case, advice on how to mitigate the impact of divorce on your fami ...
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Welcome to Death and Dirt – a podcast presented by the Real Property, Probate, and Trust Law Section of the Pennsylvania Bar Association. Join us as we delve into various topics surrounding the legal nuances of real estate, estate planning, and trust and estate administration. Each episode features expert insights, the latest trends, and practical conversations tailored to legal professionals, real estate practitioners, financial advisors, and anyone navigating the complexities of estates, t ...
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What if you could serve fewer but wealthier clients, do it faster than you ever thought possible, and build an amazing life of significance for yourself and the people you care about most? Our powerful combination of up-to-date research and field-tested, proven action steps is possible because of what each of us brings to the table. CEG Insights has been conducting research into high-net-worth investors and financial advisors for more than 30 years. CEG Worldwide, meanwhile, is the leading c ...
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Top sellers don’t work harder, they work smarter. The Achiever’s Podcast is where high-performing enterprise sellers learn to master their mindset, take back their time, and execute at the top level - without burnout. If you’re tired of feeling behind, overwhelmed, or stuck in the grind, this podcast gives you the mental and tactical tools to break through. Get out of your own way and learn to sell like the top 1% of sellers. (For more, visit mentalmastery.com.) P.S. Come connect with me on ...
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AI Hustle Talk is a high-energy podcast that breaks down how AI is revolutionizing business, entrepreneurship, and personal growth. Hosted by Zay & Rico, it’s all about leveraging AI to work smarter, scale faster, and hustle harder—giving listeners the tools, mindset, and motivation to stay ahead in the digital age. 🚀🔥
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Our podcast channel brings you thought provoking and insightful discussions on all things private wealth. We will talk about future and later life planning and wealth management, from making a Will or creating a trust, to preparing powers of attorney and ensuring the welfare of elderly or vulnerable relatives. Our experts will explore issues surrounding the administration of estates and trusts, and discuss effective tax and succession planning strategies for individuals, their families and f ...
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Investment Insights is the podcast channel for BNP Paribas Asset Management and features in-depth commentary on the topics that really matter to investors. Each week, Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management, joins our investment experts to analyse the market through the lens of sustainability. Alongside our weekly analysis, we'll also be releasing the Uncapped Impact Series, about impact investing, every few weeks. For more insights, visit Viewpoint: https://vi ...
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The Medics’ Money podcast helps doctors, dentists and other professionals make better financial decisions. Hosted By Dr Tommy Perkins and Dr Ed Cantelo, who is not only a doctor but also a Chartered Accountant and Tax adviser.
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SIFMA is the voice of the nation’s securities industry, bringing together the shared interests of hundreds of broker-dealers, banks and asset managers. We advocate for effective and resilient capital markets. Our podcast brings together market and industry experts to make the connection between public policy and finance.
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A podcast for Kiwi farmers to stay up to date with the latest news and views shaping the future of farming in New Zealand. Tune in every fortnight as we take a deep dive into the big issues. Hosted by Ben Chapman-Smith.
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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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Join me every week on Wealth Uncensored, where I share what I’ve learned through my own experience and two decades of helping high-net-worth clients structure their affairs to minimize taxes and protect their assets for the next generation.
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At Guildhall Wealth one of our philosophies is education. Jeremy Wiseman and Jerry Correia believe that informed investors make better decisions. We realize how important wealth is to you, your family and your future and it is our aim is to assist clients to protect their wealth and create long-term prosperity through the discovery of Gold, Silver and Coloured Diamond investing.
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The Legacy Cast by Kelley Legacy Law features founder Michael W. Kelley and focuses on helping families enhance their lives today and secure their futures tomorrow. The show provides valuable insights into estate planning, wills, trusts, and other legal matters that affect family legacies.
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Helping high net worth families to build, protect and transfer long term wealth in the challenging times that we are living through.
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The Long Term Game of Short Term Rentals - Episode 2 - Asset Protection for STRs
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Asset Protection for STRs: What Every Short-Term Rental Owner Needs to Know In this essential episode of Re-Accelerate, Host Anne Gannon welcomes Jeff Hampton—attorney, STR investor, and co-founder of STR Law Guys (https://jeffhamptonlaw.com) - to break down the urgent need for layered asset protection in the short-term rental market. Drawing from …
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#45 Think Prenups Are Just for the Rich? Think Again
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Think prenups are just for billionaires or celebrities? Think again — skipping this conversation could cost you your future. In this episode of Women Winning Divorce, Heather Quick breaks down why ultra-high-net-worth couples are making prenups a non-negotiable — and why every couple, regardless of wealth, should take notes. From asset protection t…
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Should You Leave Money to a Child with a Drug or Alcohol Problem?
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If your child or grandchild struggles with addiction, a sudden inheritance could do more harm than good. In this episode, we explore the risks of leaving money to a loved one battling substance issues and the strategies you can use to protect them without enabling their addiction. From milestone-based trusts to protective planning tools, you’ll lea…
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#458 Inheritances taxes, asset protection, and investing
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In this episode of the Mo Money podcast, we're talking about inheritances, tax on inheritances, and how you can invest that money. Now we're in the middle of a three and a half trillion dollar intergenerational wealth transfer from the Boomers down to the generations below, so in this episode we're unpacking how inheritance tax really works in Aust…
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Can You Afford to Retire? What to Know About Retirement Health Care Costs
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In this Fourth of July weekend episode of Protect Your Assets, David Hollander considers what financial freedom means in retirement, and the often-overlooked role of retirement health care costs. From navigating Medicare and long-term care options to assessing how health-related expenses may impact your retirement strategy, this episode offers a ra…
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Protecting the most important asset on your farm | EP 42
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When we talk about assets on farm, we often think of land, livestock, and machinery. But there’s one asset that’s even more important — and that’s you, the farmer. Farming can be risky, physically and financially, and too often we overlook how vulnerable we are when we don’t have the right support in place for ourselves and our families. In this ep…
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Deliver Asset Protection Planning to Your Wealthy Clients – Episode 46
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For high-net-worth clients, asset protection is a strategic pillar of a smart wealth management plan. Indeed, the affluent have told us time and time again that one of their most important financial concerns is protecting the wealth and legacy that they’re built. Trouble is, financial advisors often don’t possess the deep expertise needed to create…
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#392 | Can You Sell a House in an Asset Protection Trust & Not Lose the Protection?
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#392 | Can You Sell a House in Asset Protection & Not Lose the Protection? 💡 It’s a question we’ve been hearing a lot lately—and for good reason. If your home is already in an irrevocable trust, understanding the next steps is crucial for maintaining your asset protection plan. What happens if you want to sell the house? Can you still remain protec…
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How to Protect Your Assets Before Getting Married
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Join Steve Benmor and Leanne Townsend for a brand new episode of Divorce Explained - streaming live on Instagram, Facebook, YouTube, and Linkedin This week's topic: How to Protect Your Assets Before Getting Married Whether you're entering a marriage with significant assets, own a business, or simply want to be proactive, this conversation is a must…
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Protect Your Assets & Your Family with an Estate Plan
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Advisors Ford Stokes and Sam Davis talk about planning for your legacy and ensuring your assets are managed according to your wishes. Plus, they share how Active Wealth Management’s advisors use contractually guaranteed income to create lasting solutions for the retirees they serve. -- Schedule Your Free Meeting with a Fiduciary Advisor : www.activ…
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14 – Life Is Complicated: How to Protect Your Retirement When the Unexpected Happens
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In this episode of The Asset Preservation Hour, financial advisor Stewart Willis shares a powerful reminder: life doesn’t always go as planned. Whether it's an unexpected health scare, job loss, market downturn, or family financial pressure, your retirement plan needs to be ready to adapt. Stewart explains how a true retirement strategy goes beyond…
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EP07: The Truth About Trusts: Asset Protection Without the Pitfalls
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In this foundational episode, Nicole, BizRev’s resident legal expert on estates and trusts, unpacks one of the most misunderstood vehicles in business and legacy planning: the trust. Whether you’re a founder wanting to protect your assets from creditors, preserve generational wealth, or plan for succession, this conversation demystifies the process…
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Establishing Trusts for Children: Protection and Asset Management - with Tammy Fried
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"There's something freeing about it. You can decide where you want your assets to go to. You can choose what charity. You don't have to listen to someone else now telling you, no, no, no, no, no." - Tammy FriedTammy Fried, a seasoned attorney with over 25 years of expertise in tax trusts and estates, is dedicated to guiding individuals, families, a…
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Protect the Asset: The Performance Strategy That Unlocks Your Full Potential While Avoiding Burnout
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Welcome to the The Achievers Podcast. I'm your host Amber Deibert, Performance Coach. I help enterprise sellers unlock their full potential by aligning their work with how they workout and cleaning up mindset trash, so they can sell more, stress less, and take back control of their time and success. Would you use a busted laptop in your biggest cli…
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How the Big Beautiful Bill Changes Social Security
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On this week’s episode of Retirement Results, Registered Social Security Analyst Ford Stokes unpacks the “Big Beautiful Bill” — focusing on what it means for Social Security recipients. Tune in to learn how the latest spending package could affect your retirement, income planning, and overall financial stability in the years ahead. ✅ What’s changin…
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Co-Founder, Matt Peck, CFP®, CIMA®, and Investment Analyst, Zach Perkins CFA®, team up to deliver the market update for Q2. Matt and Zach discuss what's currently going on in the markets — where we've been, where we're headed, and how tariffs and the “Big Beautiful Bill” may impact the economy. They'll also address key questions submitted by our cl…
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EP08: Think It’s Closed? Why SARS Might Still Be Coming for Your Dormant Company
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Too many entrepreneurs think that if a company stops trading, it quietly disappears. But SARS has other plans—and the penalties for inaction can be brutal. In this episode, BizRev’s resident attorney Nicole Lin joins Francois to unpack the real process of legally closing a company in South Africa. From misunderstood SARS requirements to overlooked …
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Why the World Needs You to Make a Lot More Money with Derrick Kinney: An EOFire Classic from 2022
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From the archive - This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Derrick Kinney believes if you’re not making the money you deserve, and you’re not making the impact o…
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Breaking Free from Societal Expectations: Redefining Self - with Jennifer Teplin
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"I think whether someone wants to admit it or not, we have all been in that space multiple times in our life where we wonder who we want to be, who we should be, and who we are." - Jennifer TeplinJennifer Teplin is a licensed clinical social worker and the founder of Manhattan Wellness, where she specializes in helping young professionals navigate …
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The evolving legal landscape of digital assets
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Digital assets such as cryptocurrencies and NFTs emerged as disruptors, designed to challenge traditional financial systems and sidestep conventional regulation. But, as these technologies have developed, so too have legal frameworks. At the end of 2024, MiCA (Markets in Crypto-Assets Regulation) entered into force in the EU, and the US House of Re…
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Sports Betting: From $0 to $160 Million Exit with Alex Monahan
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Alex Monahan graduated from Stanford University and founded OddsJam, the Bloomberg Terminal of sports betting. OddsJam was self-funded & acquired by Gambling.com, ticker GDC, for 160 Million Dollars in December. Top 3 Value Bombs 1. Follow your obsession and turn your passion into a thriving company by immersing in the industry and identifying key …
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#396 | Inheritance Tax Secrets Every Family Should Know
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#396 | Inheritance Tax Secrets Every Family Should Know 𝗜𝗻𝗵𝗲𝗿𝗶𝘁𝗮𝗻𝗰𝗲 𝗧𝗮𝘅: 𝗡𝗼𝘁 𝗔𝗹𝗹 𝗛𝗲𝗶𝗿𝘀 𝗔𝗿𝗲 𝗖𝗿𝗲𝗮𝘁𝗲𝗱 𝗘𝗾𝘂𝗮𝗹 💭 Think your family is in the clear when it comes to inheritance tax? Think again. Even if you don't possess substantial wealth, your location and the nature of your beneficiaries can significantly impact what gets passed on and what gets taxed.…
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Thinking Outside the Box Law Legal Podcast: Chapter 13 A Solution for Tax Debt
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Bankruptcy tends to get a bit of a bad rap. You probably picture financial ruin and losing everything. But that’s not always what it means, especially when you’re facing a mountain of tax debt. While you might think your only choice is a rigid payment plan or a long-shot Offer in Compromise, there’s another powerful, court-backed tool that could be…
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Guaranteed Income Is Necessary to Thrive During Retirement
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When we retire, the paycheck stops. Bob explains how to create guaranteed income so you can cover expenses and thrive throughout retirement.
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Elder Law: Having the Conversation With Your Parents
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Episode Summary: Kimbro Stephens and Shane Cox from Jurist Law Group dive deep into navigating difficult conversations with aging parents about long-term care planning. They share invaluable insights on approaching sensitive topics like estate protection, Medicaid planning, and maintaining dignity in elder care decisions. ⏱️ Key Timestamps: 00:00 -…
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The Happiness Experiment with Carl Barney
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Carl Barney is an educational entrepreneur, philanthropist, and author of The Happiness Experiment, committed to promoting rational, life-serving ideas. His leadership and business strategies are influenced by Aristotle and Ayn Rand's Objectivism, which Carl regards as the philosophy for success and happiness. Top 3 Value Bombs 1. Happiness is not …
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Tax Planning For Wealthy Americans with Neil Jesani
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For a long time now I’ve been telling my high net worth clients that, as their wealth increases, they need to upgrade their advisory team. Too many families remain loyal to accountants and tax consultants who do not deal with clients of a similar profile. My guest today only deals with American clients earning $2 million plus a year, providing a mi…
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Talking Heads – Artificial Intelligence - Everything, Everywhere, All at once
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This year’s disruptive jolt from developer DeepSeek showed that the cost of training and using AI models can be trimmed significantly. Listen to our podcast with Portfolio Manager Derek Glynn as he tells Chief Market Strategist Daniel Morris that use cases are set to expand far beyond personal assistants and chatbots to include even robotics and au…
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16 – Market Mayhem & Roth Opportunities: How Volatility Can Work in Your Favor
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In this episode of The Asset Preservation Hour, financial advisor Stewart Willis unpacks the recent market volatility and reveals why it’s not time to panic, it’s time to plan. From smart Roth conversions during market dips to in-service rollovers and the difference between Roth IRAs and life insurance for legacy planning, Stewart lays out actionab…
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Functional Medicine for Gut, Mood, Skin, and Hormone Issues with Evan Brand
22:18
22:18
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Evan Brand is Board Certified in Holistic Nutrition and an Online Functional Medicine Practitioner. Top 3 Value Bombs 1. Mold toxicity and nutrient deficiencies can silently sabotage energy, sleep, mood, and even business success. 2. Functional lab testing reveals hidden roadblocks to healing - test, don’t guess. 3. Most of the best health strategi…
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#395 | Estate Planning for Beneficiaries: What is Taking So Long?
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#395 | 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗳𝗼𝗿 𝗕𝗲𝗻𝗲𝗳𝗶𝗰𝗶𝗮𝗿𝗶𝗲𝘀: What is Taking So Long? It should be simple. 𝗬𝗼𝘂'𝗿𝗲 𝗮 𝗯𝗲𝗻𝗲𝗳𝗶𝗰𝗶𝗮𝗿𝘆—you're supposed to receive something, right? So 𝘄𝗵𝘆 𝗰𝗮𝗻 𝗶𝘁 𝗳𝗲𝗲𝗹 𝗹𝗶𝗸𝗲 𝘆𝗼𝘂'𝗿𝗲 𝘀𝘁𝘂𝗰𝗸 waiting, worrying, and wondering what’s going on?" Whether you've been named in a will or anticipate an inheritance in the future, our short video might surpris…
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Ep 279: Family Finance Essentials: Understanding Parental Leave for Medics
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Navigating Maternity, Paternity, and Shared Parental Leave for Medics In this episode of the Medics' Money podcast, Cyra and Matthew delve into the complexities of family financial planning specific to healthcare professionals. They discuss various types of leave available for working parents in the medical field, including maternity, paternity, an…
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#394 | For Parents - When "What If?" Becomes "What Now?"
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#394 | For Parents - When "What If?" Becomes "What Now?" 💡 Dear Parents, Here’s the Truth: You Plan for Playdates, But Have You Planned for the Unthinkable? It’s a conversation no parent wants to have — but one that matters more than almost anything else. If something unexpected happens to you, who will raise your children? Who will manage their fi…
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155. Making the Most of the Main Residence CGT Exemption
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Fan Mail - Send us a Text Message Terry Waugh is a solicitor, mortgage broker and tax adviser. Today I’m talking about making the most of the main residence exemption for capital gains tax. — If you would like to ask a question which could be answered by Terry on the podcast please go to the podcast page and follow the instructions. www.structuring…
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In this episode we discuss the option to convert an IRA into a ROTH and what you should consider for your retirement plan.
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#175 7 Signs Your Child Is Struggling With Divorce And What You Can Do About It
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Worried your child isn’t coping well with your divorce, but not sure what signs to look for? In this episode, Heather Quick and neuropsychologist Dr. Erica Miller dive into the emotional and behavioral effects divorce can have on children. From anxiety to regression, Dr. Erica Miller explains how parents can identify warning signs and take meaningf…
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Perfectionism is burning you out. Here are 3 easy tactics to end it
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Welcome to the The Achievers Podcast. I'm your host Amber Deibert, Performance Coach. I help enterprise sellers unlock their full potential by aligning their work with how they workout and cleaning up mindset trash, so they can sell more, stress less, and take back control of their time and success. Let’s be honest: perfectionism used to work. It h…
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Entrepreneurship with Impact: David Gandini’s Path to SOBRsafe
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David Gandini is a serial entrepreneur who’s led multiple companies to successful exits and now drives innovation as CEO of SOBRsafe, pioneering alcohol detection tech with real-world impact and recognition. Top 3 Value Bombs 1. Trust your vision and block out the noise - perseverance is critical when pioneering something truly new. 2. Pivoting isn…
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880: Michael Mathe: Why Lending Beats Ownership Right Now
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My guest in this interview is Michael Mathe. Michael is an investor and entrepreneur. Michael's businesses Little Pink Houses Of America and VIP Financial Education, provide amazing business opportunities and financial education. Links: Prefer Access Website: https://www.preferaccess.com/ [email protected] Subscribe To Our Weekl…
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How Being Brave is our Access to Being Free with Melanie Curtis: An EOFire Classic from 2022
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From the archive - This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Melanie Curtis is a coach, speaker, author and professional skydiver with over 11,000 jumps and 26 yea…
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Spies, Start-ups, and Security: The Incredible Entrepreneurial Journey of Matt Holland: An EOFire Classic from 2022
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From the archive - This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Matt Holland is a world leading cyber security authority. As founder, CEO and CTO of Field Effect, his…
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A look at why a billionaire is doubling down on silver — and what it could mean for markets, inflation, and your portfolio.By 640 Toronto
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Stories That Sell: How to Create the Stories People Actually Buy Into with Greg Logan
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Greg Logan is a world expert on brand storytelling. An award-winning writer in advertising, film and TV, he helps the biggest brands on the planet emotionally connect with their audience. Top 3 Value Bombs 1. The most powerful tool to grow your business isn’t a new product, it’s a better story. 2. Your brand is not the hero, your customer is. Your …
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#393 | Bet. This Plan is Rizz. YIPPEETeen.com The moment you turn 18, things change... legally. If you're suddenly unable to make decisions for yourself, whether due to an accident or illness, your parents or guardians can't automatically intervene in your medical or financial matters. 🤪𝗦𝗼𝘂𝗻𝗱 𝗿𝗶𝗱𝗶𝗰𝘂𝗹𝗼𝘂𝘀? 𝗜𝘁 𝗸𝗶𝗻𝗱 𝗼𝗳 𝗶𝘀. But the fix is easier than yo…
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Ask the Advisors: We Answer Your Questions!
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Advisors Ford Stokes and Sam Davis empty out the listener mailbag on this week’s show as they share answers to some of the most frequently asked questions from retirees. -- Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan Listeners Can Call Us at (770) 685-1777 Listen to the show every weekend on your favorite Atlanta…
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#44 How Legal AI Models Are Changing the Game in Divorce Court
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Can artificial intelligence really predict what will happen in your divorce case? If you've ever felt overwhelmed by the uncertainty of family court decisions—like who gets custody, how assets are divided, or what support will be ordered—this episode unpacks how AI is starting to bring more clarity and confidence to the process. Discover how attorn…
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Embracing Spirituality: Finding Hope in Relationship Challenges - with Rabbi Shlomo Slatkin
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32:11
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"People need to feel safe to be a part of a team. People need to feel safe to be able to contribute." - Rabbi Shlomo SlatkinRabbi Shlomo Slatkin is a distinguished relationship expert who dedicates his work to helping couples achieve breakthroughs, regardless of their backgrounds or beliefs. He champions the idea that conflicts within relationships…
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Slowing Down with Entrepreneur Stephanie O'Dea
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Stephanie O'Dea is a New York Times best-selling author, host of the Slow Living podcast, and teaches all things Slow Living. Top 3 Value Bombs 1. Slow living starts with mindset - simply look only within to discover what truly matters to you. 2. Mindset plus Action plus Consistency is the key to purposeful success, no matter your pace. 3. True wor…
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New US Real Estate Reporting Rule: Is FinCEN Eyeing Your Wealth?
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A new rule from FinCEN targets anyone buying US real estate in cash through a trust, LLC, or corporation in major cities like LA, Miami, and New York. The government now requires title companies to report details on these purchases—even if you're just looking for privacy, estate planning, or asset protection, not laundering money. The goal isn't to…
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Gold’s Strength Is a Challenge to U.S. Financial Dominance, Warns James Grant
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Financial historian James Grant says gold’s impressive rally is flashing a warning signal about the value of U.S. Treasury bonds and the dollar. Why investors should take note. WEALTHTRACK episode 2201, broadcast July 4, 2025
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