Best Estate Planning Software Podcasts (2025)

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2325: Unlock Tax-Free Wealth: Mastering the Self-Directed Roth IRA Like Peter Thiel with Adam Bergman 37:42

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7h ago37:42

37:42

Jason focuses today on financial wisdom and the real estate market. He emphasizes the importance of taking action over endless information gathering for personal growth and financial success. Jason then shifts to housing appreciation rates over the past decade, highlighting how income property is a robust, tax-advantaged asset class focused on yiel…

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Helping families navigate health insurance and care with Emry Concierge's Lindsay Loomis 24:11

18h ago24:11

24:11

Wealth brings complexity to all aspects of life, and health insurance is no exception. Emry Concierge's Lindsay Loomis has spent her career in the insurance industry, and in this episode of the Easemakers Podcast, she shares her tips for helping families navigate health insurance and care. Tune in to hear considerations for families who spend time …

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2324 FBF: Investment Markets & Golf with Kevin Armstrong Formerly of ANZ Group’s Private Bank and Author of ‘Bulls, Birdies, Bogeys, & Bears’ 58:11

5d ago58:11

58:11

This Flashback Friday is from episode 351, published last December 4, 2013. Kevin Armstrong is the former Chairman of the ANZ Group's Regional Investment Committee and former chief investment officer for ANZ Group's private bank. He's the author of, "BULLS, BIRDIES, BOGEYS & BEARS: The Remarkable & Revealing Relationship Between Golf & Investment M…

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AI is a Tool. A Negotiation Expert is a Weapon | Negotiation Strategy & Deal-Making 1:05:53

6d ago1:05:53

1:05:53

AI is a Tool. A Negotiation Expert is a Weapon | Negotiation Strategy & Deal-Making Hi, welcome to ValuationPodcast.com, a podcast and video series about all things business and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert based in St. Louis, Missouri. Today, I’m talking to Christine Nicholson, a multi-award-winn…

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2323: Trump's Machiavellian Playbook: Impact on Global Economy & Your Investments with Paul Marino 28:57

7d ago28:57

28:57

Jason is currently in Denver at a Joe Dispenza retreat, discusses upcoming topics for the episode, focusing on the economy, markets, and real estate. Specifically, he mentions two U.S. real estate markets, one in Florida and one in Texas, that are approaching "crash levels," defined as a 25% price reduction, despite national appreciation. He conclu…

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2322 FBF: Corruption at the World Bank with Karen Hudes Whistleblower and Former Attorney with the World Bank & Export Import Bank of the US 53:46

12d ago53:46

53:46

This Flashback Friday is from episode 345, published last November 5, 2013. Karen Hudes studied law at Yale Law School and economics at the University of Amsterdam. She worked in the US Export Import Bank of the US from 1980-1985 and in the Legal Department of the World Bank from 1986-2007. She established the Non Governmental Organization Committe…

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2321: Trump's Big Beautiful Bill: Revolutionizing Real Estate Investing and Saving on Taxes 31:05

14d ago31:05

31:05

Jason presents Travis King, CEO of Realm, a real estate investor collective, focusing on the "Big Beautiful Bill" and its positive implications for real estate investors. They discuss specific provisions like accelerated depreciation and the permanent grandfathering of Opportunity Zones, highlighting their role in attracting capital back into the m…

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Professionalizing childcare operations with Dr. Virginia Schwager 36:25

15d ago36:25

36:25

Dr. Virginia Schwager combines a psychology background and years of experience in private service to help families improve their childcare operations. In her time working in private households, she's learned that childcare teams shouldn't operate in siloes, but rather, should be integrated seamlessly with estate management teams. In this episode of…

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2320 FBF: Adapting to Change with Jared Diamond Pulitzer-Prize Winning Author of ‘Guns, Germs and Steel’ & ‘The World Until Yesterday’ 1:10:39

19d ago1:10:39

1:10:39

This Flashback Friday and 10th show is from episode 340, published last Sep 25, 2013. Renowned author, physiologist, evolutionary biologist and bio geographer, Dr. Jared Diamond, joins Jason Hartman for a discussion of his newest book, The World Until Yesterday. Dr. Diamond’s unique background has shaped his integrated version of human history. He …

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Employment Law For Business Owners | A Business Valuation Podcast 36:09

21d ago36:09

36:09

Employment Law For Business Owners with Gary Martoccio - Business Valuation Podcast Video Series | Valuation Expert Melissa Gragg Welcome to ValuationPodcast.com, your go-to podcast and video series for all things business and valuation. I’m your host, Melissa Gragg, a valuation mediator and expert based in St. Louis, Missouri. In this episode, I’m…

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How to Be a Smarter Multi-Homeowner 29:12

21d ago29:12

29:12

Summary: In this episode of the Be a Smarter Homeowner podcast, hosts Beth Dodson and John Bodrozic discuss the complexities of managing multiple homes, including rental properties, vacation homes, and family residences. They emphasize the importance of home maintenance, inventory management, and understanding the financial implications of owning m…

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2319: Housing Market SHOCKER: Why It's NOT 2008 (The REAL Reason Home Sales are Down) 32:23

21d ago32:23

32:23

Jason discussed concerns about Federal Reserve chair Jerome Powell's leadership and the current state of the housing market, including analysis of historical relationships between housing supply and economic downturns. He explored various market conditions, including the impact of interest rates, inventory levels, and differences between single-fam…

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The Seasonal Guide to Home Maintenance 36:59

23d ago36:59

36:59

Summary: In this episode of the Be a Smarter Homeowner podcast, hosts Beth Dodson and John Bodrozic delve into the essential topic of home maintenance. They discuss what constitutes home maintenance, the importance of seasonal upkeep, and the necessity of having a maintenance schedule. The conversation also touches on the choice between DIY tasks a…

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2318 FBF: Commodities Investing with Dr. Chris Kacher & Gil Morales Managing Directors of VirtueOfSelfishInvesting.com 44:16

26d ago44:16

44:16

This is Flashback Friday is from episode275 published last August 29, 2012. While the last several years have seen huge losses for most investors in stocks, it has provided some valuable insights and allowed development of new concepts for stock investing. Jason Hartman talks with Dr. Chris Kacher and Gil Morales, principles and managing directors …

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2317: Beyond the Headlines: Edward Dowd Exposes Unseen Health & Economic Data 37:46

28d ago37:46

37:46

Greeting's from Saint Thomas Island! Jason's on the Real Estate Guys' Investor Summit at Sea cruise and reminds his listeners to sign up for the FREE MASTERCLASS every second Wednesday of the month! https://jasonhartman.com/wednesday Jason and Edward Dowd discussed the book "Cause Unknown: The Epidemic of Sudden Deaths" and its focus on the increas…

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Leslie Lane: How Third-Generation Photography Wisdom Solves Modern Business Challenges 22:10

29d ago22:10

22:10

Summary In this Unscripted SEO conversation, Zaneta Chuniq Inpower interviews Lesle Lane, co-founder and lead photographer of Studio 13, about her journey in photography, the transition to B2B photography, and the impact of technology on the industry. Leslie shares insights on scaling her business, the importance of networking, and the role of ment…

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Creating continuity, preserving legacy, and planning for the future with Leafplanner Founder & CEO Josh Kanter 36:39

29d ago36:39

36:39

In every family office, turnover is inevitable. So how do you plan for the future and ensure information doesn't get lost over time? In this episode of the Easemakers Podcast, Josh Kanter shares how his own family's story shaped his approach to helping family offices navigate transitions and preserve their legacies. Tune in to hear why his own expe…

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2316 FBF: The Financial Health of America’s Social Classes with Dr. H. Woody Brock Author of ‘American Gridlock’ 1:02:02

1M ago1:02:02

1:02:02

This Flashback Friday is from episode 283 published last October 26, 2012. Between 1980 and 2000, the wealth of our nation grew enormously. Interest rates dropped, dot com businesses grew, and then the housing market was rocketing. We then went into a tricky period where overall net worth grew a bit until the dot com crash; the middle class was sus…

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Empowering Creatives: How to Build Community, Strategy, and Success for Artists - Kre8 Spaces, LLC 51:32

1M ago51:32

51:32

Empowering Creatives: How to Build Community, Strategy, and Success for Artists - Kre8 Spaces, LLC - ValuationPodcast.com Welcome to ValuationPodcast.com, a podcast and video series covering all things business and valuation. I’m Melissa Gragg, a financial mediator and valuation expert based in St. Louis, Missouri. Today’s episode is a truly inspir…

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Unlocking Homeowner AI: Your Financial Ally 38:07

1M ago38:07

38:07

Summary: In this episode of the Be a Smarter Homeowner podcast, hosts Beth Dodson and John Bodrozic discuss the importance of financial visibility for homeowners through the use of Homeowner AI. They explore how homeowners can track their home value, equity, and expenses, emphasizing the need for ongoing financial awareness. The conversation includ…

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2315: The Tax Advantage: Unlock Your Real Estate Riches with Scott Saunders 37:20

1M ago37:20

37:20

Jason focuses on income property as the most tax-favored asset class in America, including discussion of tax-saving opportunities like the 1031 exchange for investors. He promotes the availability of free monthly masterclasses on jasonhartman.com/Wednesday for listeners to register and attend. JasonHartman.com/Wednesday Jason then introduces Scott …

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2314 FBF: Deregulated Hedge Funds with Les Leopold Author of ‘How to Make a Million Dollars An Hour’ 1:18:53

1M ago1:18:53

1:18:53

This Flashback Friday is from episode 332 published last August 11, 2013. Jason talks with Les Leopold on his new book: "How to Make a Million Dollars an Hour: Why Financial Elites get away with siphoning off America's Wealth." In the interview, Les details just how hedge funds are making unthinkable amounts of money. Les Leopold co-founded and cur…

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Oreet Kaufman: Mastering the Art of (Slidedeck) Presentation Design 20:37

1M ago20:37

20:37

In this episode of the Unscripted Podcast, Daniel Hill interviews Oreet Kaufman, a freelance PowerPoint designer from Chicago. Oreet discusses her journey into presentation design, emphasizing the importance of effective storytelling and audience engagement. She shares insights on the ideal number of slides, the role of AI in presentations, and com…

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From Wishlist to Budget: AI-Powered Remodeling with HomeZada 47:57

1M ago47:57

47:57

Summary: In this episode, Beth Dodson and John Bodrozic explore the complexities of home improvement projects, focusing on the role of AI in remodeling. They discuss the challenges homeowners face in decision-making, budgeting, and material selection, emphasizing the importance of thorough research. The conversation highlights the potential of Home…

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2313: The Future of Real Estate: Exploring Bitcoin Mortgages & Crypto Loans with Milo 45:57

1M ago45:57

45:57

Jason discusses the innovation in crypto mortgages and the importance of maintaining an optimistic outlook despite doom and gloom predictions. He encourages listeners to attend the Wednesday masterclasses and reminds them to register for future sessions. Jason emphasizes the value of comparing current situations to historical contexts, highlighting…

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AI, Admin and the Future of Legal Work - How Your Role is Evolving in the Digital Workspace 34:07

1M ago34:07

34:07

To accompany our recent white paper - How Your Role is Evolving in the Digital Workspace, we have recorded this podcast where Pippa Shepherd, our Head of Customer Engagement, speaks with our new CEO, Anthony Philips, and our Head of Innovation and AI, John Black. They unpack the results, share additional context and explore real-world implications …

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Proactive planning for seamless private jet travel with Apollo Jets Aviation Advisor Michael Palagonia 40:40

1M ago40:40

40:40

What should you consider when booking private jet travel, and how do you ensure everything goes smoothly? In this episode of the Easemakers Podcast, Apollo Jets Aviation Advisor Michael Palagonia shares the common mistakes to avoid around luggage capacity, departure times, catering and more. Tune in to hear why it's critical to know your terms arou…

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Small Business Success and Exit Strategy - A Business Valuation Podcast 53:42

1M ago53:42

53:42

Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a financial mediator and valuation expert in St. Louis, Missouri. We're speaking today with Mark Howley about small business success and exit strategies, and his passion is in talking about business, …

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2312 FBF: The Collapse of Bear Stearns with Douglas Brunt Author of "Ghosts of Manhattan" & Former CEO of Authentium 47:42

2M ago47:42

47:42

This Flashback Friday is from episode 337, published last September 6, 2013. Doug Brunt is the former CEO of Authentium and author of, "GHOSTS OF MANHATTAN." In his new book, he transports readers back to the extravagant times before Bear Stearns collapsed, exposing a culture with boundless bonuses, where the company expense account was routinely u…

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Smarter Remodeling: How Homeowner AI Transforms Project Planning 40:25

2M ago40:25

40:25

Summary: In this episode of Be a Smarter Homeowner, Beth Dodson and John Bodrozic tackle the world of home remodeling — and how Homeowner AI is making it easier, smarter, and far less overwhelming. From upgrading kitchens to redoing landscaping, remodeling is a massive industry filled with major decisions about budget, materials, and scope. Beth an…

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2311: Investing Like Warren Buffett | Unlocking Wealth Through Boring Real Estate 43:58

2M ago43:58

43:58

Jason talks about the increase in customs revenue under Trump's policies, highlighting a significant rise from $4 billion in 2015 to $22.3 billion, though he noted it would not solve government debt issues. He predicted a likely decrease in interest rates due to the disappearance of the inflation threat, which could lead to a surge in home buyers, …

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2310 FBF: Creation vs. Evolution with Dr. Geoffrey Simmons of the Discovery Institute Center for Science & Culture 49:13

2M ago49:13

49:13

This Flashback Friday is from episode 210 published last April 24, 2011. Jason talks with Dr. Geoffrey Simmons, a physician who is Board-certified in Internal Medicine and Disaster Medicine. He has a B.S. in Zoology and has completed the course work for a Masters degree in Microbiology. Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/Jaso…

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From Floods to Fires: How HomeZada's AI Keeps You Informed 43:26

2M ago43:26

43:26

Summary: In this episode of Be a Smarter Homeowner, hosts Beth Dodson and John Bodrozic explore how AI technology is transforming the way homeowners prepare for severe weather events. They discuss how HomeZada now uses AI to deliver real-time alerts based on your exact property location — not just your city or zip code — helping you act faster when…

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2309: Strong Rental Market Demand, The Age of Bitcoin and the Coming Ai Disruptions with Mark Moss 48:32

2M ago48:32

48:32

Jason provides insights into the current real estate market conditions and investment opportunities, particularly noting trends in rental rates and the potential for note investments. Jason examines the impact of economic uncertainty on rental trends and predicts future pressures on rental prices due to increased demand and institutional investor i…