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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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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Leaving a Legacy: Navigating Estate Planning with Rose Harper Law is a podcast dedicated to making estate planning simple and accessible. Hosted by legal experts, each episode breaks down essential topics to help you protect your loved ones, minimize stress, and ensure your legacy is secure.
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Welcome to Legacy Shield, the official podcast of Asset Protection, Inc., where we empower you to take control of your financial destiny. Each episode explores the strategies, structures, and secrets that keep your assets secure — from Family Limited Partnerships and Living Trusts to Offshore Protection Trusts and Nevada Corporations. Hosted by industry experts and guided by the insight of Chairman Mike Walstrom, Legacy Shield delivers the knowledge and confidence you need to protect your we ...
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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
0
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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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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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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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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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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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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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Forthlane Features: Conversations on Global Wealth and Asset Management
Forthlane Partners, Stories and Strategies
16
Forthlane Features is the premier podcast for high-net-worth individuals and families, family offices, and their trusted advisors. This podcast brings listeners direct access to the global experts and institutions across the wealth and asset management landscape, offering insights into sophisticated, institutional-grade capital allocation, alternative asset classes, and beyond. Through conversations with top-tier investment managers and advisors to high-net-worth clients, listeners gain acce ...
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Senior Moments - Legal and Financial Advice for Seniors and those that Love Them
Ronald C. Morton
316
A podcast of legal and financial information for seniors and those that love them.
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Join like-minded real estate investors and accelerate your business toward greatness!
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Get hooked on RG podcasts! The Royal Gazette is pleased to present our exciting new Podcast Suite, providing yet another venue for Bermuda’s news and topics of interest. More podcasts can be found at https://www.royalgazette.com/rg-podcast/.
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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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Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.
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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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Welcome to the Physician Cents Podcast! A podcast designed specifically for physicians, offering a breakdown of complex financial topics to help you develop your financial IQ, further your financial journey, and improve your well-being. Whether you're a medical student, resident, fellow, or attending physician, you're sure to learn something new that will benefit your journey.
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The 5-Minute PRIME podcast from REIPrime.com helps busy professionals master personal finance and real estate investing with quick, actionable tips. Keep learning, stay strategic, and keep building - one smart move at a time!
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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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An unscripted podcast covering a vast range of retail loss prevention, asset protection, and corporate security related topics.
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On this weekly podcast, members of the Johnson McGinnis Elder Care Law & Estate Planning team discuss the tools, techniques, strategies, and services that will help you respond with confidence to the legal, financial, and personal challenges created by long life, chronic illness, and disability.
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Dream Keepers Radio is dedicated to empowering gifted guardians with the knowledge and strategies to protect generational dreams. Each episode dives into the realms of financial literacy, tribal government establishments, estate planning, and asset protection, providing you with the tools to secure your family's financial future.
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Listen to Johnson Brunetti's Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP®. Whether you're approaching retirement or recently retired, Money Wisdom offers key financial insights to help you make informed decisions for you and your family. In a world full of financial noise, Jake and Nick aim to provide clarity, peace of mind, and practical guidance on your journey toward a secure, fulfilling retirement. Tune in each week as they address your questions and shine a ...
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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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Interviews that will help you thrive in a world of out of control central banks and big governments. In this podcast I help you build and protect wealth through investing, real estate and an extreme dose of economics.
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The Main Street Business Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the go-to resource for entrepreneurs, investors, and business owners who want to build, protect, and manage their wealth. Each episode explores real-world scenarios and offers practical advice on business structuring, tax planning, side hustles, real estate, self-directed retirement accounts, and more. With decades of combined legal and tax experience Mark and Mat make complex financial topics understan ...
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We take listeners on a journey through the eyes of anti-corruption veterans who were on the frontline of many key events that have defined our world today, with perspectives on reform and key historical events you won't hear anywhere else. In Series 1 we sit down with leading white collar crime lawyer Jack Blum who tells us about his life's work during a period of huge geopolitical change and transformed global tax and financial systems. From the BCCI scandal, to Panamanian dictator Noriega' ...
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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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A digestible podcast presented by a Family Partner, Natasha Slabas, of DMH Stallard, a multi-serviced firm of specialists and she is based in its London office. Hoping to make complicated matters more straightforward, even when the emotional difficulties alongside family disputes are unavoidable. Made for everyone and anyone who has a family related legal problem.
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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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Modern and Ethical marketing strategies, without the huge price tag of most resources in the industry. This show will be a mix of topic-based podcasts and some interviews with some of the industry leaders in chiropractic, marketing, and business strategy.
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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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Welcome to Perfect Game Retirement, hosted by Ryan Ledden of Black Oak Asset Management. As a former pro ballplayer and CFP, Ryan combines his love of the game with financial expertise to guide you to a confident retirement. Securities and Advisory Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Black Oak Asset Management and Silver Oak Securities, Inc. are not affiliated.
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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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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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- Updated daily, we help 6, 7 and 8 figure International Entrepreneurs, Expats, Digital Nomads and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon best selling author, Derren Joseph, in exploring the offshore financial world. Visit www.htj.tax
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Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...
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Here I interview people around the World that share their tips about Crypto and Blockchain technology. We discuss NFT's , regulation as well as the best Crypto investments. I ask my guests how to avoid blockchain fraud as well as what wallets and Exchanges do they use and why. We also discuss Mining in the Crypto World. Join my SKOOL PodFather Community https://www.skool.com/podfather/about According to Listennotes this Podcast is now in the Top 1% of Podcasts. Thank you to all my listeners.
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Welcome to The Smart Legacy Podcast, where we help you protect your assets, secure your future, and leave a lasting legacy. Each episode, we dive into essential estate planning and elder law topics—wills, trusts, asset protection, and strategies to avoid going broke in a nursing home. Learn how to safeguard your wealth, navigate Medicaid planning, and ensure your loved ones are taken care of. Hosted by the Kansas and Missouri estate planning and elder law attorneys at Stockton & Kandt, we br ...
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Gain valuable insights on wealth, the economy, key global events, markets and gold. Every week we interview industry experts and gain behind-the-scenes news to help grow and protect your wealth.Created by Direct Bullion, the UK's No.1 Rated Bullion Dealer.
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Create cash flow, eliminate debt and achieve financial independence through real estate investing, creative investment strategies and time tested wealth principles. Serial entrepreneurs, Real Estate Investors and authors, Jack and Michelle Bosch, reveal their methods for taking control of your personal finances and building cash flow through a radical new way of investing and building true assets with little risk, so you can make more, worry less, and enjoy an abundant life! Go from being br ...
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Welcome to Signed & Sealed, the go-to podcast from Foot Anstey for everything succession and tax. Join our expert team and guest speakers as we dive into the big questions and the finer details around planning for the future. From smart succession strategies and wealth preservation to wills, power of attorney, probate and beyond, this series offers practical insights, expert tips and real-world advice to help you stay one step ahead.
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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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Hello and welcome to the Invest Like a Pro podcast! I'm Manish Kataria and I'm here to show you how simple it can be to invest in the financial markets, in shares, ETFs and options to achieve financial security. This is all about diversifying, this is all about long term compounded investing for inflation beating growth and creating additional streams of income with financial markets. I'm really excited to bring you all the tools and the knowledge and to show you how simple it can be to achi ...
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Welcome to How To Protect And Grow Your Money with Mark Tabron. If you've recently retired or are approaching retirement, then listen up, because on this show we're going to provide you with essential information designed to prepare you for the financial challenges that lie ahead. If you want to learn how TO retire and how to STAY retired, you're in the right place. Your financial future doesn't have to be complicated, so we're going to keep it simple on each show. Your host is Mark Tabron, ...
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Mailbag: Can I Leave Care Instructions For My Pets In My Will?
8:56
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It’s a mailbag edition of the show! One listener asks about the difference between a will and a trust when it comes to avoiding family disputes. Another wants to know how to leave instructions for their pets. Ted walks us through these common estate planning scenarios (and more)- sharing helpful insights along the way. Contact: 718-233-2903 Website…
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Retiring Next Year? What to Do Before You Quit Your Job
31:33
31:33
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If you’re retiring next year, the details you handle before you give notice can make a meaningful difference. In this episode of Protect Your Assets, The Sandman walks through what to review before you leave work, including 401(k) matching and vesting schedules (cliff vs. graded), what happens to your HSA and FSA, how PTO payouts work (including Ca…
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#198 Why The “Fairy Tale Husband” Myth Is Holding Women Back In High-Stakes Divorce
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Are you a woman navigating a divorce and wondering why doing everything “right” still isn’t working? In this powerful conversation, Heather Quick and Mia Poppe unravel why traditional legal strategies often fail women — especially when emotional abuse is invisible. They explore the mindset shifts, emotional tools, and legal framing women need to ap…
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Medicaid Planning in New Jersey and New York: Protecting Assets Without Losing Eligibility
11:34
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Episode Summary: In this episode, Keith Pedrani delves into the intricate world of Medicaid planning within the realm of estate preservation. Unveiling common misconceptions and pitfalls, he sheds light on the crucial strategies families can employ to safeguard their assets while ensuring eligibility for vital care services. Key Timestamps: 00:00 –…
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If you really took inventory of your financial situation, you might find that you've been taking for granted some assets that make up a huge piece of your puzzle… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
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The Fortress Strategy: Multi-State Asset Protection & The Truth About Privacy
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One slip-and-fall lawsuit at a rental in Memphis shouldn't cost you your personal home in California. But if you have a "sloppy" legal structure, that is exactly the risk you are taking. As you scale your portfolio, your liability grows, and the old "one LLC for everything" strategy stops working. In this episode of the 5-Minute PRIME Podcast, host…
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Episode 300- Special Needs Planning Part Two - Special Needs Trusts as an Asset Protection Tool as part of a Comprehensive Estate Plan
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We’re back with Part 2 of our series on Special Needs Trusts — and this week, we’re looking beyond public benefits.In this episode, we explore how a Special Needs Trust can also play a powerful role in asset protection and strengthen your overall estate plan.Attorney Josh Hunter of Johnson McGinnis Elder Care Law & Estate Planning returns to share …
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Medicaid and Long-Term Care Planning: Protecting Assets from Nursing Home Costs
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Episode Summary: In this episode, Rose Harper, a leading attorney at Rose Harper Law, delves into the intricacies of Medicaid and long term care planning. She clarifies the disparities between Medicaid and Medicare coverage for long term care, outlines the services Medicaid can offer, and sheds light on common misconceptions surrounding asset prote…
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The Real Estate 2025: Closing the Book on Volatility
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You've seen the conflicting headlines all year: "Recession Imminent!" followed by "Soft Landing Achieved!" It's enough to give any investor whiplash. But as we close out 2025, what if the chaos is actually over, and the biggest risk to your portfolio right now isn't a crash, but your own refusal to adapt to the new normal? In this Year-End 5-Minute…
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283 - Transforming Junk Land into Gold with Wayne Seminoff
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Transforming Junk Land into Gold with Wayne Seminoff Join Jen Josey on the Real Estate Investor Growth Network (REIGN) Podcast as she welcomes Wayne Seminoff, a real estate investing legend with over 50 years of experience. In this episode, Wayne reveals proven strategies for finding and acquiring undervalued properties, maximizing investment retur…
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Are Foreign Wills Valid for Assets in Portugal?
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When international families own property or other assets in Portugal, one critical question often arises: Will a foreign will be recognised under Portuguese law? In this episode, we clarify how Portugal treats foreign wills—and why careful estate planning is essential to avoid unintended outcomes. 🔎 In This Episode, You’ll Learn: 1️⃣ What Types of …
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Taxes and Fees When Buying Real Estate in Portugal
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Buying property in Portugal involves more than just the purchase price. In this episode, we walk through the key taxes and fees every buyer—local or foreign—should budget for when acquiring real estate in Portugal. Understanding these costs upfront helps avoid surprises and ensures smoother transactions. 🔎 In This Episode, You’ll Learn: 1️⃣ IMT – P…
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Inheritance taxation is one of the most common—and misunderstood—questions when dealing with estates in Portugal. In this episode, we clarify how Portugal actually taxes inheritances and what families should expect when assets pass to the next generation. The answer may surprise many international families. 🔎 In This Episode, You’ll Learn: 1️⃣ Why …
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5 Must-Know Social Security Rules Before You File
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Social Security isn't just about picking an age and calling it a day, it's one of the biggest financial choices you'll make, with lots of rules and personal factors to consider. In this episode, Nick walks you through exactly how your benefit gets calculated and breaks down the essential rules you really need to know. If retirement is on the horizo…
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Episode 303 - Signs that Your Parents May Need More Help
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Did your holiday visit with your parents leave you feeling a little uneasy? 🎄Stacks of unopened mail. Expired food in the fridge. Changes in mood, memory, or hygiene.Those small moments can raise a big question: Is it time for more help at home?In this episode of 🎙️ Aging Starts Now, Outreach Coordinator Dana Hentschel sits down with Elder Care Coo…
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Learn How To Use Tribal Credentials, File For Exemption, And Work With Police As A Community Officer
2:03:37
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Send us fan responses! The line between private life and public record shapes how you’re treated at the counter, on the roadside, and at the airport. We dig into the practical side of tribal IDs, “tax exempt” language that actually lands, and the paperwork that turns a tense moment into a calm transaction. You’ll hear real stories from dispensaries…
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The Powerful Megatrends Driving the Economy and Markets Higher
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Influential strategist Ed Yardeni’s “Roaring 2020s” theme, which we discussed in our recent interview with him, has worked for six years. This week, he identifies the megatrends that will continue to drive the economy and markets higher. WEALTHTRACK episode 2225, broadcast on Dec. 19, 2025
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How Long Does Probate Really Take in Portugal?
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When someone dies owning assets in Portugal, one legal step is often unavoidable: the habilitação de herdeiros. In this episode, we explain what this procedure is, why it matters, and when families must complete it to move forward with estate administration. Understanding this process early can save time, reduce friction among heirs, and prevent co…
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Labour's "Frightening" Spending & Gold Keeps WINNING
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The irony is impossible to ignore. Listen on Spotify: https://open.spotify.com/show/23bWchJPlODmBRhkG2fOcC?si=kU2gb0f7TES433Ok-VW3gw One of the most powerful companies in digital finance — Tether, the world’s largest stablecoin issuer — is quietly piling into gold. Not millions. 116 tonnes. Enough to rival some central banks. At the same time, the …
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2026 Tax Changes: Expert CPA & Attorney Reveal New Strategies
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In this episode of The Smart Legacy Podcast, estate planning attorney Glenn Stockton sits down with CPA Carlie Bittel to break down the sweeping changes coming with the 2026 tax law reforms, including the One Big Beautiful Bill Act. They explain how individuals and small business owners can benefit from new above-the-line charitable deductions, exp…
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The Safety Formula: How to Bulletproof Your Portfolio Against Rate Shocks
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In the last episode, we showed you how to unlock tax-free liquidity from your properties. But accessing cash is only half the battle. If you leverage up without a safety net, one market shift could wipe you out. In this episode of the 5-Minute PRIME Podcast, host Martin Maxwell reveals the defensive playbook. We're moving from "how to get the money…
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Can the Budget turn the economy around? In this episode of our Private Wealth Matters Podcast, Ingrid McCleave is joined by Jade Swanston (Chief Revenue Officer at Advanta Wealth), Danielle Ford (Head of Tax Disputes & Resolutions at HaysMac), and Graeme Privett (Private Client Tax Partner at HaysMac). The conversation takes somewhat of a bird’s ey…
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128: Land Entitlements: 10X Your Profit Per Deal with Cody Bjugan // The Jack Bosch Show
55:46
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Most land investors stop at wholesaling and leave millions on the table. Cody Bjugan shows us a different path—land entitlements. He takes raw land, gets it approved for development, and sells to national builders for $10K to $100K per lot. No construction, no tenants, just bigger paychecks. The catch? It takes 2+ years, not 30 days. But if you're …
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Warning Signs You Picked the Wrong Advisor
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📅 Book a 1-on-1 with Ryan: https://speakwithryan.com/ 📦 Grab your FREE Tax-Free Retirement Toolkit: https://toolkit.blackoakam.com/podcast-toolkit.html How do you know if your financial advisor is actually a good fit, or quietly working against your best interests? In this episode, Ryan walks us through common red flags that signal an advisor may n…
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More Profit, More Free Time, and More Energy with A.I. Adoption with Tim Bertelsman, DC
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In this episode, Dr. Tim Bertelsman joins the podcast for the second time to discuss how AI is revolutionizing the chiropractic profession, particularly through its applications in Electronic Health Records (EHR). Dr. Bertelsman shares his excitement about the future of healthcare and the role data plays in improving patient outcomes and satisfacti…
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What Is the Habilitação de Herdeiros in Portugal and When Is It Needed?
1:15
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When someone dies owning assets in Portugal, one legal step is often unavoidable: the habilitação de herdeiros. In this episode, we explain what this procedure is, why it matters, and when families must complete it to move forward with estate administration. Understanding this process early can save time, reduce friction among heirs, and prevent co…
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1
E65: Alternative Investments 2025 Recap - Private Markets, Access, and Trends
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#AlternativeInvestments continue to reshape how capital is built, allocated, and preserved. In this year-end recap, the hosts of #AltInvestingMadeEasy reflect on key trends in #PrivateMarketInvesting, lessons from expert guests, and the growing importance of education, access, and disciplined deal evaluation. From venture capital and #PrivateSecuri…
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From Estate Planning to Personal Injury: Meet Attorney Rose Harper
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Episode Summary: In this inspiring episode, Rose Harper shares her path from a police officer father and Irish heritage to building a tri-state practice blending personal injury advocacy with estate planning. The conversation explores underdog empathy, multi-state operations, team-building lessons, and seamless client onboarding for families in cri…
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The holidays are often filled with tradition and togetherness—but for families caring for a loved one with dementia, they can also bring unexpected challenges.In this episode of Aging Starts Now, Outreach Coordinator Dana Hentschel is joined by Lynn Wood, Caregiver Support Coordinator for Mental Health America of the MidSouth. Together, they explor…
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As AI increasingly becomes ingrained in many aspects of everyday life, there’s a danger that important safeguards and risks are sidelined. In this Global Insight podcast, IBA Multimedia Journalist Alice Johnson speaks to leading international human rights lawyer and technology law specialist, Susie Alegre, about human rights concerns, regulations a…
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898: Tom Dunkel: The Wealth Builders Playbook
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My guest in this episode is Tom Dunkel. Tom Dunkel brings more than 30 years of experience in real estate, finance, and investing to his role as Managing Director of Eagle. Known for his disciplined approach and unwavering alignment with investors, Tom personally invests in every deal he presents, ensuring absolute trust and shared outcomes with hi…
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What Is the First Step When Someone Dies Owning Property in Portugal?
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Navigating inheritance procedures in a foreign country can feel overwhelming, especially when real estate is involved. In this episode, we unpack the very first step families must take when someone passes away owning property in Portugal. The Portuguese succession process has specific legal requirements, and understanding them early can prevent del…
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Structuring Property Ownership to Minimize International Reporting
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As global transparency frameworks expand to include real estate, many high-net-worth families and advisors are reassessing how property ownership structures intersect with international reporting obligations. In this episode, we explore how common legal structures—such as SPVs, holding companies, and trusts—affect visibility under emerging informat…
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166. Moving Into an Investment Property vs Moving Out of a Main Residence
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Fan Mail - Send us a Text Message Terry Waugh is a solicitor, mortgage broker and tax adviser. Today’s topic is moving into an investment property compared to moving out of a main residence. — 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. Support the sh…
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Bermuda 2025/6 Economic Review and Outlook
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Listen in to hear the views from experts Nathan Kowalski and Jonathan Kent on how Bermuda faired during 2025 and what the outlook and potential challenges are for 2026. Nathan Kowalski Nathan is the Chief Financial Officer and Senior Portfolio Manager at Anchor Investment Management Ltd. He sits on the firm's investment committee, compliance commit…
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The Tax-Free Payday: How Pros Use Debt as Revenue (And the #1 Trap to Avoid)
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We've spent the last few episodes talking about "The Exit" - using 1031 exchanges and DSTs to sell without tax. But what if the best move isn't to sell? What if the best move is to extract your wealth while keeping the asset? In this episode of the 5-Minute PRIME Podcast, host Martin Maxwell executes the pivot from "Exit Strategy" to "Liquidity Str…
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12 Steps to Financial Independence - Part 1 #043
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We kick off a special three-part miniseries designed to help physicians fast-track their journey to financial independence. Inspired by one of Tyler Olson's most popular tweets, this conversation breaks down the first four steps every physician should take once they finish training. From avoiding the "I earned it" trap to setting your savings rate …
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282 - The Bulletproof Path to Real Estate Success with Ron Faraci
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282 - The Bulletproof Path to Real Estate Success with Ron Faraci Welcome to REIGN, the Real Estate Investor Growth Network hosted by Jen Josey. This episode is packed with insights from veteran real estate investor Ron Faraci, former owner of CTREIA and author of 'Confessions of a Landlord.' Ron shares his rich experiences, from managing hundreds …
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Detailed Reporting: Information Exchanged on Immovable Property Assets
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As countries adopt the IPI MCAA framework, one of the most important questions is: What exactly will be shared? In this episode, we break down the full scope of information exchanged between tax authorities regarding immovable property—covering the asset itself, its transactions, its owners, and any related income. This is the most detailed interna…
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Timing of Real Estate Information Exchange: Annual Reporting Explained
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How often will countries exchange real estate information under the new transparency framework? In this episode, we break down the reporting timelines built into the IPI MCAA (Immovable Property Information Multilateral Competent Authority Agreement)—and what they mean for tax authorities, advisors, and internationally mobile property owners. The a…
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Reciprocity in International Property Information Exchange Explained
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Reciprocity sits at the heart of global tax transparency. Without it, information exchange systems would be unbalanced, inconsistent, and difficult to implement. In this episode, we unpack how reciprocity works specifically within the IPI MCAA (Immovable Property Information Multilateral Competent Authority Agreement) and what makes this framework …
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Why do so many retirees struggle to spend, even when they've saved enough? In this episode, Jake and Nick explore bucket list goals and why so many retirees struggle to give themselves permission to enjoy the money they've spent years saving. They talk about purpose, community, and building a plan that gives you confidence to spend intentionally ra…
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Stop Chasing Papers, Start Creating Power: Why Authenticating Your Birth Certificate Keeps You Stuck
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Send us fan responses! Ever tried to “authenticate” your way to freedom and wondered why nothing changes? We pull back the curtain on the public vs private divide and show why certified copies, UCC-1 filings, and public records keep you in beneficiary status instead of true control. The big shift is simple but profound: you can only control what yo…
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The History of Gold: From Stars to Safe Haven Listen on Spotify: https://open.spotify.com/show/23bWchJPlODmBRhkG2fOcC?si=kU2gb0f7TES433Ok-VW3gw Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-bullion-advantage/id1845048213 Join us on a journey through time as we explore the incredible story of gold—from its cosmic origins in exp…
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Why Ed Yardeni’s “Roaring 2020s” Economy & Markets Are Alive and Well
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25:46
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In 2020, influential strategist Ed Yardeni predicted the economy & markets were entering a “Roaring 2020s” decade. So far, he’s proven the naysayers wrong. He explains why the economy should continue to expand and the markets to advance in 2026 and beyond. WEALTHTRACK episode 2224, broadcast Dec. 12, 2025…
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Why Only Readily Available Real Estate Information Is Collected and Exchanged
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As governments work to strengthen global tax transparency, the exchange of real estate information has become a new priority. But instead of creating complex new reporting systems, the IPI MCAA (Immovable Property Information Multilateral Competent Authority Agreement) takes a more practical approach: it focuses on Readily Available Information—dat…
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The "Golden Handcuffs" Escape: How to Retire From Real Estate Without Triggering a Tax Bomb
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You’ve spent decades building a real estate empire. You have millions in equity. But now, you’re tired. You’re tired of the "Terrible T’s"—Tenants, Toilets, and Trash. You want to retire, travel, and enjoy your wealth. But you are trapped by "Golden Handcuffs." If you sell your portfolio to cash out, the IRS and state tax boards are waiting to take…
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How to Plan Together When You Keep Finances Separate
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📅 Book a 1-on-1 with Ryan: https://speakwithryan.com/ 📦 Grab your FREE Tax-Free Retirement Toolkit: https://toolkit.blackoakam.com/podcast-toolkit.html More couples are entering marriage later in life with established careers, children from previous relationships, and financial lives they prefer to keep separate. Ryan breaks down how couples can st…
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In this episode of the MCM Student Business Show, hosts Dr. Kevin Christie and Dr. Gage Winkels, along with a special clinical segment from Dr. Mark King, provide invaluable insights for chiropractic students and new graduates. The episode discusses key business strategies such as the importance of emergency and sinking funds, effective marketing w…
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Understanding the Exchange of Readily Available Real Estate Information
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As global tax authorities continue to strengthen transparency frameworks, real estate has emerged as a critical area in need of more consistent reporting. Many jurisdictions already hold valuable property data—transactions, ownership records, and recurring income—but these details are often siloed, inaccessible, or exchanged inconsistently across b…
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