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 Planning Podcasts
Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
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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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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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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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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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Repair The Roof - Estate & Retirement Planning Podcast
Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group
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Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC and Gudorf Financial Group, LLC in Dayton, Ohio. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifica ...
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Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
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Which companies are on the cutting edge of artificial intelligence? What’s the next major breakthrough in healthcare? How do iconic brands reinvent themselves to appeal to the next generation? Most Innovative Companies is where tech, business, and innovation convene. Join hosts Yasmin Gagne and Josh Christensen as they bring you the latest innovations transforming business and society—and highlights the companies that are reshaping industries and culture.
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A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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The Real Estate Mogul, M.D. podcast shares the real-world journeys, stories, and conversations that transform your mindset, build your business, diversify your investments, and multiply your cash flow to help you live life by design. Guests range from medical professionals, entrepreneurs, accountants, executives, financial advisors, coaches, and real estate investors. How to build wealth, create passive income and have more time as a doctor. We cover a large range of topics including: runnin ...
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Medicaid Mastery is a podcast dedicated to simplifying the often overwhelming world of long-term care Medicaid planning. Through expert interviews, real-life case studies, and actionable insights, the show empowers listeners to navigate the complexities of Medicaid with confidence. Whether you’re a family seeking guidance, a caregiver facing tough decisions, or a professional looking to expand your knowledge, Medicaid Mastery provides practical strategies and expert advice to help you protec ...
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Keeping seniors and their families informed and up to date on estate planning, elder law and other matters. We help seniors navigate the legal maze of aging in America.
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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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Would you like to be completely financially independent? Tune in each week to the WealthBuilders podcast hosted by Kevin Whelan & Christian Rodwell. WealthBuilders provides a proven step by step process to help our members create, build and protect their wealth by focusing on growing their assets through education, support and connections. Join our community for free at www.wealthbuilders.co.uk/membership
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Welcome to the Passive Income Pilots Podcast – the show designed to help pilots climb to new levels of financial success. Join Tait Duryea & Ryan Gibson, both airline pilots, business owners and investors, as they interview top experts and share practical knowledge on real estate, tax strategy, passive income and generational wealth. This one-of-a-kind show created specifically for professional pilots offers applicable strategies and tactics for improving your financial life. Whether you're ...
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Kowal Investment Group - Now Creative Planning
Kowal Investment Group - Now Creative Planning
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With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping you realize your vision. You can listen to the Kowal Investment Group - now Creative Planning, "Retirement Clinic" podcasts, with retirement and inve ...
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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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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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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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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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View Legal is a specialist law firm, focusing on tax, structuring, asset protection, business succession and estate planning.
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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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“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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Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
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Is your wealth strategy supporting your long-term goals? Welcome to Your Active Wealth with BNY Wealth: A podcast with the experts who lead our firm – and our industry – bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected.
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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
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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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Jam-packed with smart, easy and simple ideas, this weekly podcast features experts who share proven techniques to add power and zest to supercharge your book marketing plan. Hosted by Susan Friedmann, CSP, international bestselling author, and founder of Aviva Publishing, this new and exciting podcast aims to rev up your marketing efforts with fewer struggles, and more success. Start listening today and discover how to get noticed in a crowded marketplace.
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Billable Banter with Ballantyne Law cuts through the legal noise with sharp, practical conversations on property, commercial, and estate law in NSW and QLD. Hosted by the Ballantyne Law team, this podcast brings expert insights, real case studies, and clear guidance to help you protect your assets, grow your business, and plan for the future. Whether you're a property investor, business owner, or simply want to stay ahead of legal risks, Billable Banter delivers smart legal know-how—without ...
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The Retirement Fix is a monthly podcast for people seeking answers and security in retirement by CERTIFIED FINANCIAL PLANNER™ John Gigliello of the Albany Financial Group, based in Albany, NY. Throughout his 30+ years of experience in taxation, finance and academia, John takes an educational approach to address the most pressing pain-points experienced by his clients and others such as proactive tax management, retirement living & income planning, social security timing, investment managemen ...
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Welcome to Money & More, presented by OMB Bank, the podcast that helps you take control of your finances and your future. We break down essential topics like budgeting, loans, investing, and homeownership—with a side of lifestyle insights and real-life money talk. Whether you’re paying off debt, planning a big purchase, or just trying to make smarter choices, you’ll find practical tips, expert insights, inspiration to help you get there, and maybe even a laugh or two. We break down complex t ...
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Your Wealth Playbook is your go-to guide for mastering financial success. Hosted by Kerrod, a financial planner and owner of Tenex Wealth, and Jared, a finance broker and owner of Crown Property Finance, this podcast delivers expert insights, practical strategies, and real-world advice to help you build, grow, and protect your wealth. Whether you're planning for your family's future, growing your business, or making smarter financial decisions, Your Wealth Playbook gives you the tools and kn ...
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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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"Something More with Chris Boyd" is a financial talk show where we talk about not only those important dollar and cents issues, but also the quality-of-life issues that make the money matters matter. In addition to speaking about investment and planning concerns, we often invite guests to join us each week for new episodes & send in your questions/comments to: [email protected]
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The American Monetary Association is a non-profit venture funded by The Jason Hartman Foundation that is dedicated to educating people about the practical effects of monetary policy and government actions on inflation, deflation and freedom. Our goal is to help people prosper in the midst of uncertain economic times. The American Monetary Association believes that a new and innovative understanding of wealth, value, business and investment is necessary to thrive in the new reality of big gov ...
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The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action
The Real Estate Guys
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Fun and informative, this real estate investment talk show has been broadcasting on conventional radio since 1997. Hosted by professional investor Robert Helms, the show delivers no-hype education and expert perspectives in a fast-paced, entertaining style. Rich Dad Poor Dad author Robert Kiyosaki says The Real Estate Guys are wild and crazy, but they really know what they are talking about. The Guys talk investment strategy, economics, tax and asset protection planning, market and property ...
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Michael J. Young, Estate Planning and Elder Law Attorney
Michael J. Young, Estate Planning Attorney
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Welcome to the podcast site of Michael J. Young, estate planning attorney. Mr. Young practices in the areas of Estate Planning, Asset Protection, Elder Law and Probates. Cover art photo provided by Jarrett Fifield on Unsplash: https://unsplash.com/@wesailfurther
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The Bare Metal Cyber CISA Audio Course is a comprehensive, exam-focused podcast designed to help you master every domain of the Certified Information Systems Auditor (CISA) certification. With over 100 tightly structured episodes, this prepcast walks you through key concepts, audit techniques, IT governance, system acquisition, operations, resilience, and information asset protection—all aligned to ISACA’s exam objectives. Whether you're just beginning your study journey or need a high-impac ...
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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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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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Smart women are investing in two key assets these days, themselves and real estate! Join your hosts Sharon Lechter and Jason Hartman once a month as they bring you exciting authors, entrepreneurs, top-tier investors and financial experts that are sharing their secrets of success. Learn tips and tools to apply to your own career, business, and life from experts such as: Lori Ann LaRocco (7-Steps To Success In Business), Nancy Doyle (CFA, Manage your Financial Life), Darlene Coquerel (CEO of K ...
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Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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Stay up to date with important stories on the economy & markets. Podcast guests include prominent asset managers, entrepreneurs, and thought leaders in asset management and economics. Please visit WealthQB.com for more information about our firm and other important disclosures. Disclosures: Gordon Asset Management, LLC is a registered investment adviser. Information presented in this podcast is for educational & entertainment purposes only and does not intend to make an offer or solicitation ...
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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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Find out what you can do to achieve a more reliable retirement outcome than most traditional stock market-based plans can offer. At the Retirement Income Show, we R-E-A-L-L-Y believe: Stable RENEWABLE streams of income in retirement are possible…REALLY. Wall Street’s traditional investment advice is helpful in the accumulation stage and DANGEROUS in the decumulation stage…REALLY. Variable Annuities can be HELPFUL in the accumulation stage but detrimental in the decumulation stage…REALLY. The ...
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Do You Still Need Life Insurance in Retirement? Smart Strategies for RMDs, Taxes & Legacy Planning
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Life insurance isn’t just for when you’re working—it can be a powerful tool in retirement. In this episode of Protect Your Assets, host David Hollander, The Sandman, breaks down whether retirees should keep their life insurance policies, how required minimum distributions (RMDs) can be converted into tax-free wealth for heirs, and why today’s inter…
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How to Protect Your Assets from Medicaid's Five Year Look Back Period | Repair The Roof Podcast
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👉Get started on your estate plan—watch our, on-demand workshop: https://www.daytonestateplanninglaw.com/how-to-not-go-broke-in-a-nursing-home-even-if-you-think-its-too-late/ Attorney Ted Gudorf highlights the critical role of strategic planning in Medicaid and long-term care. He breaks down the complexities of the Medicaid system, including the fiv…
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The Retirement Clinic-9-6-25 – Saving Money for Children and Grandchildren
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Jeff Kowal and Aaron Spitzner discuss utilizing 529 plans and UTMA accounts to save money for children and grandchildren. Then dive into senior scams and cyber fraud and examine how you can protect the people you care about. Jeff and Aaron wrap up the show with thoughts on how you can protect your child’s inheritance.…
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Balancing US and International Stocks to Diversify Your Investments, Ep #263
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Most investors have been ignoring international stocks lately because the US market has been performing so well—but that strategy might backfire this year, with international markets significantly outpacing American stocks. In this episode, I dive into why diversifying globally isn't just smart investing; it's essential for long-term wealth buildin…
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Should You Hold Cash Investments After the Fed Cuts Interest Rates?
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There’s a tug-of-war between investing in cash and long duration bonds in today’s interest environment. The longer-end of the yield curve may look more appealing since anticipation is building about interest rate cuts. Morningstar’s economics team and market watchers are predicting the Federal Reserve will lower rates more than once in the final mo…
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#445 | Estate Planning for Those Who Cannot Live Alone
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#445 | Estate Planning for Those Who Cannot Live Alone 𝗜𝘀 𝗬𝗼𝘂𝗿 𝗙𝗮𝗺𝗶𝗹𝘆 𝗣𝗿𝗲𝗽𝗮𝗿𝗲𝗱 𝗳𝗼𝗿 𝗧𝗵𝗶𝘀? 👨🦽 What happens when the day comes that you—or your loved ones—can no longer live independently? It’s one of the hardest family conversations to have, but also one of the most important. Waiting until crisis strikes leaves everyone scrambling, stressed, and un…
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Promising Foreign Stocks From Award-Winning Manager Mark Yockey
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Overseas markets and stocks are staging a comeback after nearly 20 years of trailing their U.S. counterparts. Artisan International Fund’s award-winning Mark Yockey is finding undervalued growth stocks with plenty of room to run. WEALTHTRACK episode 2212, broadcast 09-19-25
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On today's episode, cohosts Yasmin Gagne and Josh Christensen are at Fast Company's 2025 Innovation Festival to discuss the latest business news and the event's festivities. Topics include the TikTok deal “framework” with new investors, California lawmakers passing an AI safety bill, Apollo Global Management considering the sale of AOL, and the top…
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#444 | Multiple Beneficiaries: Keeping it Fair & The Family From Fighting
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#444 | Multiple Beneficiaries: Keeping it Fair & The Family From Fighting Naming multiple beneficiaries isn’t just a financial decision. It’s about preserving family harmony, reflecting your values, and safeguarding your legacy. Avoid misunderstandings and conflict. With 𝗰𝗹𝗲𝗮𝗿 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 and 𝘁𝗵𝗼𝘂𝗴𝗵𝘁𝗳𝘂𝗹 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴, you can help prevent disputes and…
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Fed Rate Cut 2025: Why You Should Be Worried About Your Money
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The U.S. Federal Reserve has just cut interest rates, and markets are sitting at all-time highs. Global financial systems are deeply connected, and what happens in the U.S. can quickly impact your investments, property, and long-term wealth, even here in Australia. On this episode, Kerrod and Jared break down what this rate cut really means and why…
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#126 - Early Real Estate Mistakes and Lessons Learned
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What separates pilots who want to invest from those who actually succeed? In this episode, Tait Duryea and Ryan Gibson share the real stories behind their first deals, the mistakes they made, and the lessons that still guide them today. From disastrous single-family rentals to managing multifamily properties, they explain why failure is often the b…
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Fiduciaries and Beneficiaries: Ensuring Alignment with Divorce - with Laura Cowan, Esq.
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"Blended families are always a little bit tricky just because you don't have that standard. Everything to the spouse and then down to the kids. And that's just the end of it." - Laura CowanLaura Cowan, a distinguished attorney and CPA, brings her expertise in estate planning to the forefront, particularly in navigating the intricate transitions tha…
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How to Transfer Real Estate into a Revocable Trust.
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How to Transfer Real Estate into a Revocable Trust. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS…
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In this episode, Kevin and Christian break down 21 practical ways to generate recurring income, drawing on the WealthBuilders “Seven Pillars of Wealth” framework. They explore both traditional and entrepreneurial strategies, offering actionable ideas for homeowners, business owners, investors, and anyone looking to build more reliable income stream…
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Mailbag: What Can Be Done To Protect My Cryptocurrency?
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In this mailbag episode of New York’s Asset Protection Roundtable, Ted answers three important listener questions. He discusses how to handle inheritances for adult children who struggle with money, the best ways to protect cryptocurrency within an estate plan, and how to structure a trust for grandchildren that covers education but not vacations. …
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The Retirement Clinic-8-23-25 – Planning to Help Protect Yourself and Your Family
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Aaron Kowal shares how you can stress test your financial plan for major life events to help protect yourself and your family. Jeff joins to discuss what you need to know about retirement income and the IRS. Aaron touches on maximizing business liquidity and then wraps up the show with the power of gifting during your lifetime.…
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How to Value Inherited Real Estate to Lower Your Taxes.
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How to Value Inherited Real Estate to Lower Your Taxes. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded…
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#133 Dependent Care FSA: Time Suck or Tax Saver?
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There are a thousand opinions out there on how to raise kids, but the one thing everyone can agree on is that raising kids is expensive. Luckily, there’s a way that doctors like you can save on taxes and use pretax dollars to pay for childcare. Nate Reineke breaks down how a dependent care FSA can be used to pay for daycare or nannies and how it he…
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#443 | Prevent Elder Abuse: TOD Scams, Coercion & Fraud
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#443 | Prevent Elder Abuse: TOD Scams, Coercion & Deception 😱𝗣𝗮𝘆𝗮𝗯𝗹𝗲 𝗼𝗻 𝗗𝗲𝗮𝘁𝗵 𝘁𝗼.... 𝗪𝗛𝗢?! 👉 Think your money is safe just because you’ve named a beneficiary on a bank account? What if, in your later years, someone pressures you to change that name? What if the person you intended to inherit never actually sees a dime? This isn’t just a hypothetica…
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#442 | Half the Taxes...But Twice the Headache?
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#442 | Half the Taxes...But Twice the Headache?! What if you could double your tax deductions—but only by jumping through some complicated hoops? A new law raised the SALT cap deduction to $40,000, opening the door for major potential savings. But before you rush to set up a trust, the real question is: 𝘪𝘴 𝘪𝘵 𝘸𝘰𝘳𝘵𝘩 𝘵𝘩𝘦 𝘤𝘰𝘴𝘵 𝘢𝘯𝘥 𝘤𝘰𝘮𝘱𝘭𝘦𝘹𝘪𝘵𝘺? This epi…
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What Order Should I Pull Funds in Retirement? | The Limitless Retirement Podcast
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👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started Many retirees unknowingly set themselves up for higher taxes by following outdated withdrawal advice. Danny Gudorf explains why focusing on tax brackets—not account order—is the smarter path. His three-bucket strategy, combined with careful management of RMDs and Social S…
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Everything You Need to Know About Investment Companies
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Investment companies are one of the most powerful yet overlooked tools to build wealth. In this episode of Your Wealth Playbook, we discuss what an investment company actually is, who it’s really for, and the benefits it can deliver. If you’ve ever wondered whether you should set one up or how it could fit into your financial strategy, this episode…
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How to Sell and Buy Real Estate Using a Revocable Trust.
1:31
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How to Sell and Buy Real Estate Using a Revocable Trust. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founde…
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How to Turn Your Book into a Scalable and Successful Speaking Business - BM492
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You want to speak. You’ve got a message. But is your business ready to keep what the stage brings? In this episode, bestselling author and strategist Israel Duran shares why chasing visibility without structure is a costly mistake. You’ll learn the “leaky bucket” trap most authors fall into—and how to fix it before you step into the spotlight. This…
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Avoiding Medicaid Spend-Down Mistakes: What Families Need to Know
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Episode Summary In this episode of Medicaid Mastery, Antony Turbeville reveals the most common Medicaid spend down mistakes families make when preparing for long-term care and explains how to avoid costly missteps. He discusses the difference between negative and positive spend downs, why gifting assets can backfire, and safe ways to reduce countab…
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WNBA Star Jewell Loyd Is on the Road to a New Black Wall Street
33:04
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Las Vegas Aces star Jewell Loyd has amassed a stack of staggering accolades: garnering two WNBA championships, two Olympic gold medals, and six WNBA All-Star nods, not to mention being anointed as the "Gold Mamba” from the late great Kobe Bryant himself. But Loyd’s impact goes beyond the court. In 2015, she and her brother launched Loyd & Co., a fi…
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S3 E69 How to Use the 30-Year Fixed Loan to Retire Early (or Never Work Again) with Adiel Gorel Part II
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Send us a text What if the most powerful wealth-building tool in America is something you already have access to—but completely overlook? In this episode, real estate legend Adiel Gorel breaks down how the 30-year fixed-rate mortgage can build massive long-term wealth, especially for busy professionals like doctors, engineers, and business owners. …
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Trusts, Taxes, and the Silver Tsunami: Are You Ready?
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19:14
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What would you do if a windfall or inheritance changed your life overnight? This episode explores the realities of sudden wealth, the emotional and tax challenges of inheriting money, and smart strategies for passing on your legacy. Learn how to avoid costly mistakes, minimize taxes, and decide whether a trust is right for your family—all while hon…
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The Legal Trap New Parents Fall Into — And How to Avoid It
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Becoming a parent changes everything — including your legal needs. In this episode of Billable Banter with Ballantyne Law, James speaks with Senior Associate Sidnee Jennings about the estate planning essentials for new parents. From wills and guardianship to superannuation and enduring powers of attorney, learn how to protect your family and avoid …
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Why do People Love Nevada Trusts so Much? 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm …
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Digital Wrangling: Securing Your Online Legacy
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Digital Wrangling: Securing Your Online Legacy In this episode, Chris Boyd and Jeff Perry from the AMR team at Wealth Enhancement sit down with Kate Hufnagle, the “digital wrangler,” to unpack the world of digital assets. Far beyond cryptocurrency, our guest explains how every email, social media profile, cloud storage, and even auto-ship subscript…
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Mining for Profits – Preserving and Expanding Your Wealth with Metals & Mining
1:01:49
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Metals and mining have been on fire lately … but is there still promise, or is the momentum about to fade? For real estate investors, the question isn’t just about price … it’s about strategy. In this episode, Brien Lundin, editor of The Gold Newsletter and longtime metals expert, joins Robert to discuss why metals aren’t just a shiny distraction a…
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Bonus Episode: Thinking of Signing a Guarantee? Here’s What You Need to Know
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In this bonus episode of Billable Banter with Ballantyne Law, Sidnee explains the risks and responsibilities of signing a guarantee — and why independent legal advice is essential before you put pen to paper. You’ll learn: What a guarantee actually means in legal terms Why banks and lenders require independent legal advice The risks if you don’t fu…
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What Your Irrevocable Trust Guru Isn’t Telling You...
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What Your Irrevocable Trust Guru Isn’t Telling You... 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded C…
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Why do Probates Take So Long? 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goa…
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In the News - Google’s Court Ruling, Stablecoin Regulation, and Presidential Power
42:50
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In the News - Google’s Court Ruling, Stablecoin Regulation, and Presidential Power In this episode of Something More, Chris Boyd joins Jeff Perry and Brian Regan to unpack headline-making developments. First, they break down the recent antitrust remedy imposed on Google and what it means for the internet search monopoly, AI partnerships and exclusi…
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5 Reasons to Use a Big Law Firm. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one …
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#441 | A Quick Guide to Pet Trusts 🐾 𝗪𝗵𝗼 𝗖𝗮𝗿𝗲𝘀 𝗙𝗼𝗿 𝗧𝗵𝗲𝗺 𝗶𝗳 𝗬𝗼𝘂 𝗖𝗮𝗻'𝘁? Our pets give us unconditional love every single day. But who will look after them if we’re no longer able to? Many pet owners have decided NOT to leave it to chance. This quick guide explains what a Pet Trust is, how it works, and why it’s an effective way to ensure your furry f…
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What You Need to Know Before Choosing a Stock ETF
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Exchange-traded fund launches have continued to accelerate, but not every shiny new strategy is worth owning. Good investment strategies can compensate investors with an appropriate return for the risks they take on. What kinds of ETFs are able to deliver over the long term, and which ones fall short? Dan Sotiroff is joining me today to explain the…
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Breaking Free: How to Escape the Public Trust System
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4:23:07
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Send us fan responses! Step into the hidden world of private banking as we pull back the curtain on how wealthy families truly protect and grow their assets. This eye-opening conversation reveals the fundamental truth that "you can never own anything in America" – and what you can do about it. Discover why making your name a business through LLCs a…
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