Inheritance Planning Podcasts

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1
Everything Estate Planning

Valerie Zammitti

300

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5d ago5d ago

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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 ...

1
Muñiz Legal Podcast: From Injury to Inheritance

Muñizlegalpodcast

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12d ago1w ago

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"Muñiz Legal Podcast: From Injury to Inheritance" guides New Yorkers from accident recovery to legacy protection. Lizzette Muniz, founder of Muniz Legal, delivers bilingual strategies in English and Spanish for maximum compensation and ironclad estate plans.

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Legacy Protected: Navigating Estate Planning and Probate in Southern California

R. DeDe Soto

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1d ago1d ago

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Welcome to *Legacy Protected*, the podcast by The Soto Law Group, dedicated to empowering Southern California families and business owners through essential insights on estate planning, probate, trust and probate litigation, and trust administration. In each episode, we'll demystify the complex legal landscape that surrounds asset protection, inheritance preservation, and care for vulnerable family members. We'll answer questions such as: - What is the difference between a Will and a Trust, ...

1
4-Minute Money Ideas

Douglas Goldstein | CFP® | Profile Investment Services

259

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43m ago43m ago

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Douglas Goldstein, CFP® contributes a weekly piece to "The Jerusalem Post" about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and "nefesh b nefesh" folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profil ...

1
Jill on Money with Jill Schlesinger

Audacy

336

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1h ago1h ago

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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...

1
The Estate Blueprint: Planning Your Future with Tom Begley

theestateblueprint

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6d ago6d ago

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The Estate Blueprint: Planning Your Future with Tom Begley is a podcast where clarity meets compassion in estate planning. Join host Kevin Rosenquist and expert Tom Begley as they break down the essentials of wills, trusts, long-term care, and legacy protection.

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Complete Estate Planning

Nick Rosenbauer

162

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7d ago1w ago

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Do you know what will happen to your loved ones when something happens to you? If you don’t know the answer, or don’t like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.

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Private Wealth Matters by DMH Stallard

DMH Stallard LLP

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11d ago1w ago

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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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Re-Engineering Your Finances Podcast

Charles Welde

100

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11d ago1w ago

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Financial and retirement planning guidance from Charles Welde of CP Welde Group in Chadds Ford, PA. We'll teach you how to reduce taxes and increase income so you can have a bigger impact on your family, friends and the causes you believe in.

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Metcalf Money Moment the Podcast

Jeb Graham, Ethan Hutcheson, & Eric Wymore

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2d ago2d ago

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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management ...

1
Money Box

BBC Radio 4

64k

687

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4d ago4d ago

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The latest news from the world of personal finance plus advice for those trying to make the most of their money.

1
Financial Planning Unlocked

Rathbones Group plc

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10M ago43w ago

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Welcome to Financial Planning Unlocked – bringing together our investment and financial planning experts to discuss the latest hot topics. If you’re looking for information about how to make the most of your money and manage your personal finances, our Financial Planning Unlocked series covers a wide range of topics from financial wellbeing to inheritance tax.

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Farming Without the Bank Podcast

Mary Jo Irmen

334

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4d ago4d ago

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Welcome to the Farming Without the Bank podcast, the show with a no-B.S. approach to money, hosted by a farm strategy expert and authorized IBC practitioner. Join us as we get real and expose the flaws of traditional financial institutions in order to help farmers take control of their finances, create peace of mind, grow their wealth, and leave a legacy. https://www.farmingwithoutthebank.com/

1
Good Inside with Dr. Becky

Dr. Becky Kennedy

815

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20m ago20m ago

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Join clinical psychologist and mom of three Dr. Becky Kennedy on her weekly podcast, as she takes on tough parenting questions and delivers actionable guidance—all in short episodes, because we know time is hard to find as a parent. Her breakthrough approach has enabled thousands of people to get more comfortable in discomfort, make repairs after mistakes, and always see the good inside. You'll gain the tools to embody your authority while developing a stronger parent-child connection, helpi ...

1
Probate Problems and Practical Solutions

probateproblemsandpracticalsolutions

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6d ago6d ago

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Probate Problems and Practical Solutions is a podcast from Copper Wren Law that helps Arizona families navigate probate, guardianship, and conservatorship with confidence. Hosted by firm founder Carly Whiteside, the show breaks down complex legal topics into practical, plain-English guidance. Each episode shares real-world insights, helpful checklists, and compassionate strategies for managing life’s toughest transitions. Whether you’re planning ahead or already in the middle of a probate ca ...

1
Allworth Financial‘s Money Matters

Allworth Financial

500

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2d ago2d ago

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For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like: -Should I do Roth conversions? -Are there tax strategies I should be using? -Do I have the proper estate plan? -Is my portfolio allocation diverse enough? -Will I retire on time? Take Money Matters with you each week. Download the show wherever you get your podcasts.

1
Digital Asset Planning

Ran Chen, EA, CFP®

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6h ago6h ago

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Digital Asset Planning is a podcast for people who want to treat crypto and digital assets as part of a real financial life — not just as investments. Hosted by Ran Chen, EA, CFP®, this podcast brings a professional financial planning perspective to an area that is often dominated by price speculation and deal-driven commentary. Ran is a seasoned financial professional who works with high-net-worth individuals and families, many of whom have international backgrounds and complex financial li ...

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New York's Asset Protection Roundtable

Ted Alatsas

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11d ago1w ago

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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 ...

1
Family Wealth Blueprint Podcast

Penny Di Giovanna, Financial Planning By Design LLC

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2M ago7w ago

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Family wealth, legacy planning, and financial clarity for multi-generational families.

1
A Wiser Retirement®

Wiser Wealth Management

320

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1d ago1d ago

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From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial freedom! A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about ...

1
ChooseFI

ChooseFI

740

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30m ago30m ago

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How would your life change if you reached Financial Independence and got to the point where working is optional? What actions can you take today to make that not just possible but probable. Jonathan & Brad explore the tactics that the FI community uses to reclaim decades of their lives. They discuss reducing expenses, crushing debt, tax optimization, building passive income streams through online businesses and real estate and how to travel the world for free. Every episode is packed with ac ...

1
My Happy Money Journey: money for mid life women with Phoebe Blamey

Phoebe Blamey retired financial and mortgage advisor, podcaster, coach and course creator

129

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7d ago0w ago

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Life changes as we get older. Kids grow up. Parents need care. Divorce, grief, and career curveballs can hit hard and suddenly, by choice or by chance, you’re in the financial driver’s seat. My Happy Money Journey is the go to money podcast for women over 40 in Australia who are ready to take control of their finances, pay off debt, buy a home, invest build wealth, and live a fabulous life! Phoebe Blamey is a bestselling author, former award winning financial services business owner turned s ...

1
Your Harvest Minute

John Prosper

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10y ago10y ago

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Restoration Harvest

1
ValuationPodcast.com - A podcast about all things Business + Valuation.

Melissa Gragg

110

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18d ago2w ago

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Valuation Podcast.com - A video and audio podcast on all topics concerning business owners and valuations. Melissa Gragg is a Business Valuation Expert in St. Louis and the host, she interviews CPAs, company valuation experts, testifying experts, marketing experts, divorce expert witnesses, estate planning experts, management consulting experts, strategic planning experts, business lawyers and covers business topics pertaining to company owners and attorneys. http://www.ValuationPodcast.com ...

1
The Tax Compass Podcast

LSR Partners LLP

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19d ago2w ago

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The Tax Compass Podcast helps globally mobile individuals, expats, and internationally connected professionals navigate the complexities of the UK tax system with clarity, honesty, and real-world insight. Hosted by tax advisers Simon Roue and Dr. Laura Sant from LSR Partners, each episode dives into the issues that matter most if you’re living, investing, or working across borders. You’ll get plain-English explanations, practical tips, and expert analysis on topics like: UK tax residency and ...

1
Understanding Israel Palestine

KKFI 90.1 FM

130

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3d ago3d ago

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Understanding Israel/Palestine advocates for a fair and even-handed U.S. foreign policy that recognizes the rights of both Palestinians and Israelis. The program offers multiple perspectives through interviews with journalists, scholars, policy experts and activists to clarify the underlying issues that are often obscured by mainstream media.

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Financially Well

Kevin Mahoney, CFP®

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2M ago6w ago

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On this finance podcast for Millennials, Kevin Mahoney, CFP® connects personal finance advice to specific steps you can take toward greater financial wellness. Are you among the many Millennials ready for more financial clarity and confidence?

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The Inheritance Podcast

Joe Reilly

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4M ago15w ago

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Conversations with the best thought leaders on the non-financial side of family office work. Join host Joe Reilly as we learn from the top thinkers around wealth in families, inheritance, philanthropy and issues of wealth in the larger society. Great stories, insights and inspiration for the family principal or family office executive.

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Plan With Dan

Dan Betzel

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6+ y ago6+ y ago

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Weekly investing and financial planning wisdom with Dan Betzel of Betzel Wealth Advisors in Columbus, OH.

1
The Inheritance Solutions for a Diverse Community’s Podcast

inheritancesolutionsforadiversecommunity

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5M ago21w ago

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”Inheritance Solutions for a Diverse Community” with Richard Hall delves into strategies and insights to secure your legacy and ensure the care of your loved ones.

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The Gatehouse Chambers Legal Podcast

Gatehouse Chambers

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21d ago3w ago

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Each Gatehouse Chambers Podcast episode gives an informal view of important legal issues impacting individuals as well as companies and other legal entities. They will be of interest particularly to legal practitioners, law students and those interested in joining the legal profession and also the general public. The Gatehouse Chambers Podcast series concentrates on topics arising from Chambers' key practice areas which are: commercial dispute resolution (including not only litigation in cou ...

1
The Sugar Daddy Podcast

The Sugar Daddy Podcast

130

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19d ago2w ago

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Ready to normalize talking about money? Then welcome to The Sugar Daddy Podcast. Every episode will get you one step closer to your financial goals. Whether that is learning how to invest, budget, save, retire early or talk about money with your partner, Jess & Brandon have you covered in a way that's easy to understand, and easy to implement. Tune in as they demystify the realm of dollars, so it all makes cents, while giving you a glimpse into their relationship with money and each other. B ...

1
Live Life and Plan for a Better Tomorrow

Henry King Chae of Chae Law PLLC

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6y ago6y ago

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This is a show about all things concerning Estate Planning. Topics range from information about Last Will and Testaments, revocable Living trusts to advance healthcare directives. We will also touch on related financial and family issues

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Your Money, Your Wealth

Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

201

557

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2h ago2h ago

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Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). "Best Retirement Podcast With Humor" (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions a ...

1
Being Pennywise

Alison Porter

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2+ y ago2+ y ago

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The Being Pennywise podcast is coming to you from Pennywise Consultants who are financial lifestyle analysts specialising in creating and challenging lifestyle and household budgets. We will feature independent experts discussing how to navigate through divorce, Inheritance Act disputes, financial planning and dispute resolution in a collaborative way.

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Risk Parity Radio

Frank Vasquez

477

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1d ago1d ago

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Risk Parity Radio is a podcast about investing located at www.riskparityradio.com. RPR explores risk-parity style portfolios comprised of uncorrelated or negatively correlated asset classes -- stocks, selected bonds, gold, managed futures, and other easily accessible fund options for the DIY investor. The goal is to construct portfolios that are robust and can be drawn down on in perpetuity, and to maximize projected Safe Withdrawal Rates regardless of projected overall returns.

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Healthy Love & Money: Financial Therapy, Intimacy, Conflict & Communication for Couples

Ed Coambs - Therapy-Informed Financial Planning™

165

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6d ago6d ago

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Why did you spend so much money on… Couples have fights, disagreements, and misunderstandings about money all the time. This is normal, but is it healthy for your relationship? The solutions to money differences are not always as apparent as smart couples would think. Listen to incredible interviews with financial therapists, couples therapists, and financial planning experts to learn, heal, and grow your way through your most resentment-building financial differences. There is no need to ex ...

1
WealthTalk - money, wealth and personal finance.

Kevin Whelan and Christian Rodwell

312

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12d ago1w ago

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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

1
New Jersey Estate Planning Daily

David Campanile

126

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2+ y ago2+ y ago

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New Jersey Estate Planning Daily is the internet's most passionate show about New Jersey estate planning and probate. Hosted by David Campanile, owner of Campanile Law LLC, New Jersey Estate Planning Daily exists to talk about everything under the sun related to estate planning and probate, including: Last Will & Testament; Powers of Attorney; Living Will; Advanced Healthcare Directive; Medical Powers of Attorney; Revocable Trusts; Irrevocable Trusts; Special Needs Trusts; Medicaid Planning; ...

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Elysium: The Journey of Wealth & Legacy

Cassie Kang

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6d ago6d ago

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What if wealth were never just about accumulation… But what goes unspoken across generations? Elysium: The Journey of Wealth & Legacy is a cinematic podcast that blends hidden money dynamics, soul-coded storytelling, and the evolving architecture of financial power. Hosted by Cassie Kang, Certified Private Wealth Advisor (CPWA®), Certified Exit Planning Advisor (CEPA®), and Cinematic Guide for the Legacy Journey, Elysium bridges real stories, financial transitions, and the profound truths be ...

1
Eagle Home Appraisal Orlando Podcast

Eagle Home Appraisal Orlando

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5d ago5d ago

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Eagle Home Appraisal Orlando is a trusted real estate appraisal firm serving the Orlando, Florida area with comprehensive property valuation services. Located at 255 S Orange Avenue in the heart of Orlando, the company specializes in delivering accurate, professionally prepared appraisals for a wide range of residential and commercial property needs. With a commitment to precision and reliability, Eagle Home Appraisal Orlando has become a go-to resource for homeowners, legal professionals, f ...

1
Billable Banter with Ballantyne Law

James Ballantyne

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2M ago7w ago

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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 Best One Yet

Nick & Jack Studios

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2m ago2m ago

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Feel brighter every day with our 20-minute pop-biz news podcast. The 3 business stories you need, with fresh takes you can pretend you came up with — Pairs perfectly with your morning oatmeal ritual. Hosted by Jack Crivici-Kramer & Nick Martell. Formerly known as “Snacks Daily”, Nick and Jack continue their podcast independent from Robinhood.

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The Lost Estate Educational Series

Jermaine E Whiteside

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10M ago44w ago

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Welcome to "The Lost Estate: Building Legacies Through Financial Literacy," a groundbreaking podcast series dedicated to empowering African American and Hispanic communities with the knowledge and tools necessary for effective estate planning and generational wealth creation. Hosted by Jermaine E. Whiteside, author, and visionary behind The Lost Estate Educational Series, this podcast deepens into the often-overlooked aspects of financial planning, offering actionable insights and expert adv ...

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CEBU LAWYER - PHILIPPINE REAL ESTATE LAWS | CASES

Jan Edmond Ruz

115

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26d ago3w ago

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www.cebuattorney.com Hi! I am Jan Edmond Yncierto-Ruz, your host in this co-learning channel. Welcome to a platform dedicated to providing free information and insights on real estate law and inheritance law in the Philippines for both lawyers and non-lawyers. It is crucial to stay informed about property laws and rights, especially regarding real estate, estate and succession, last wills, inheritance, absolute sale, donation inter vivos, agricultural tenancy (saop), land surveying, and othe ...

1
The Berry & Lamberts Solicitors Podcast

Berry & Lamberts Solicitors

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1+ y ago1+ y ago

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Join our friendly team of solicitors as they answer common legal questions in our podcast series. Planning for your Future - covering Wills, Powers of Attorney, Deputyship, Inheritance Tax, Trusts and the Probate process. Dispute Resolution - covering Neighbour Dispute, Removing an Executor under a Will and Will/Inheritance Disputes. Company & Commercial - covering Possession Proceedings, Shareholder Agreements and Disaster Recovery Plans. Find out more about us, our services and what our cl ...

1
GQ on the Law

Gary Quackenbush

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6+ y ago6+ y ago

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Gary "GQ" Quackenbush shares his 30 years legal and teaching experience with listeners to help them understand and navigate topics like Wills, Trusts, Power of Attorney, inheritance, gifting, taxation, IRA, 401k, and small business.

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Tax & Estate Planning Law

Barry Gardiner

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8+ y ago8+ y ago

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Attorney Barry Gardiner discusses legal issues relating to estate planning, wills and trusts, federal taxation, elder law, and other corporate and business law topics, especially as they relate to people and businesses in New York and New Jersey.

1
Dana Whiting Law

Matt Dana

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5y ago5y ago

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Probate & Trust Attorneys discussing common questions and issues that arise in the estate planning process.

1
Legal Tea

Legal Tea

229

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10h ago10h ago

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Legal Tea is a podcast devoted to promoting awareness of estate and elder law – in an educational, yet entertaining way. A new episode drops weekly on Tuesday. Hosted by Indiana Attorney, Jenny Rozelle. #DoYourEstatePlan

show series

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Crypto Inheritance & Estate Planning: Empowering Heirs and Executors for Your Digital Legacy 3:26

6h ago3:26

3:26

This episode emphasizes that a successful digital asset estate plan requires more than legal documents; it demands the thorough education of heirs and executors. We explore the risks of a knowledge gap—from the permanent loss of crypto assets to legal complications—and provide actionable strategies for preparing successors. Learn how to create lett…

1
The Sandwich Generation: Caring for Parents, Raising Kids, and Trying to Stay Sane. Here’s How Estate Planning Helps You Breathe Again 11:20

7d ago11:20

11:20

Episode Summary: In this heartfelt episode, Lizzette Muñiz explores the challenges facing the sandwich generation—adults caring for aging parents while raising children—and how strategic estate planning can reduce stress, prevent crises, and protect both generations. The discussion covers common planning gaps, the risks of DIY approaches, and pract…

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New Jersey Inheritance Tax: Who Pays and How to Plan Around It 18:45

17d ago18:45

18:45

Episode Summary: Attorney Tom D. Begley III sheds light on New Jersey's inheritance tax, distinguishing it from the repealed estate tax. He explains who pays the inheritance tax, the different classes of heirs, and the tax rates applicable. Discover how smart planning can reduce the tax burden and ensure a smoother transfer of assets to beneficiari…

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I'm 42 and Burned Out with $2.25M. Can I Retire Early from My Toxic Job? - 562 38:15

2h ago38:15

38:15

Today on Your Money, Your Wealth podcast 562 (an encore of episode 513), Joe Anderson, CFP® and Big Al Clopine, CPA spitball for YMYW listeners in their 40s who are ready to call it quits at work, become financially independent, and retire early. Can they afford to do it? Peter and Joanna want to retire in the next two years. Burned Out and Ready t…

1
Feeling Stuck as I Approach Retirement 18:18

1h ago18:18

18:18

I'm approaching retirement, yet after getting burned in the past, I'm feeling stuck at 63. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

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Will Your Investments Help You Realize Your Dreams 4:55

43m ago4:55

4:55

Your portfolio shouldn't just make money — it should make a difference. Whether you're planning for retirement, building a legacy, or wondering what to do with an inheritance, it's time to align your investments with your values. Discover how to turn your money into a mission and take control of your financial future with purpose and clarity.…

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When Life Has Other Plans with Maya Shankar 35:36

11h ago35:36

35:36

In hard seasons, it’s easy to believe “I’ll feel this way forever.” Dr. Becky and cognitive scientist Maya Shankar explore the moments that upend us, the anxiety of not knowing what comes next, and why we underestimate our ability to adapt. Together, they discuss how reconnecting to what matters most can bring steadiness during uncertainty. Get the…

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Episode 229. Cautionary Tales - They're Not Doing Well. Now What? 18:01

20m ago18:01

18:01

Send us a text Maybe you noticed concerning changes in your parent or loved one over the holidays. Like: memory issues, confusion, or physical decline. This episode walks you through what to do next, from having the hard conversations to getting legal affairs in order. Sources and an episode transcript can be found at: LegalTeaPodcast.com.…

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Do I Have Enough to Slow Down? 13:19

37m ago13:19

13:19

Given that I'm a natural worrier, I need somebody to tell me if I have enough saved to slow down. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

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📺 “TBOY on CNN” — Our 5 Big Biz Trends of 2025 & 2026 11:04

1d ago11:04

11:04

1. “Robotaxis got Promoted”: Waymo, Tesla, and Zoox. Next up? Redeye robo rides. 2. “IPO-palooza”: SpaceX, OpenAI, and Kim’s Skims IPOs 3. “Welcome to Nike Hotel”: To save the brand, Nike should “just do” a resort. 4. “Dupe-partment Stores”: A department store full of just dupes. 5. “Trillions”: That’s our word of the year. But let us know what you…

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2025 Biggest Takeaways with Ginger | Ep 579 52:40

28m ago52:40

52:40

In this year-end reflection episode, Ginger and Brad share memorable insights from past interviews on budgeting, spending, and the importance of values in financial decisions. They discuss how taking action can lead to financial independence, the impact of community, and the transformative power of generosity. This episode encourages listeners to i…

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Crypto Regulation in 2026: Navigating MiCA, CARF, and U.S. Digital Asset Laws 3:34

6h ago3:34

3:34

This episode breaks down the critical digital asset regulatory shifts converging at the start of 2026. We analyze the impact of the European Union's comprehensive MiCA legislation, the United States' move toward a clearer federal framework, and the global implementation of tax transparency standards like the Crypto-Asset Reporting Framework (CARF).…

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320. How to Set Smarter Financial Goals for the New Year 39:03

3h ago39:03

39:03

A new year is a natural reset button and a perfect time to get intentional about money. On this episode of the A Wiser Retirement® Podcast, we share how most Americans enter the year with at least one financial priority. The biggest themes are consistent: reducing debt, saving for major purchases, and planning for retirement. But turning those prio…

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Crypto Custody Dilemma: Balancing Heirs' Access with Fortress-Level Security 3:02

8h ago3:02

3:02

This episode explores the critical balance between securing digital assets and ensuring they remain accessible to fiduciaries and heirs. We analyze how overly complex security measures can inadvertently lead to the permanent loss of assets and discuss robust planning strategies, such as trusts and multi-signature wallets, to create a durable and le…

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Episode 475: Managing An Inherited Roth IRA, Roth vs. Traditional Tax Locations, Some Basics With Resources, And Portfolio Reviews As Of December 26, 2025 48:33

3d ago48:33

48:33

In this episode we answer emails from Tyler, Michael and Jon. We discuss managing an inherited Roth across a 10-year window and related questions, compare VXUS to targeted international tilts, tax and asset location considerations for traditional and Roth IRAs, and talk about some of the basic ideas for achieving higher safe withdrawal rates. And T…

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Tax-Savvy Income Strategies, Stock Gains Without Selling, and Insurance Insights 39:40

2h ago39:40

39:40

In this episode of Money Matters, Scott and Pat tackle real-world financial planning questions that could save you thousands. They cover key tax-savvy income strategies, help a caller decide whether to cash out a $350K whole life insurance policy, and clarify the confusing tax rules on after-tax IRA contributions. You’ll also hear how one investor …

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We Refuse to Be Silent: Having Faith in the Truth 28:29

2d ago28:29

28:29

Send us a text This is a rebroadcast of the second portion of a talk organized by Eyewitness Palestine entitled We Refuse to Be Silent: Having Faith in the Truth. This portion was given by Huwaida Arraf, co-founder of the International Solidarity Movement and a member of the Steering Committee of the Freedom Flotilla. The first portion of the talk …

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Crypto & NFT Valuation: Navigating IRS Rules and Market Volatility 3:33

4h ago3:33

3:33

Accurately valuing digital assets is a critical but complex component of responsible financial management. This episode explores the primary challenges in digital asset valuation, including extreme market volatility and the illiquidity of NFTs and altcoins, and outlines prudent strategies to address them. We discuss the importance of establishing p…

1
Cash ISA Change and Carers Allowance 24:49

1h ago24:49

24:49

The Chancellor announced dozens of changes in the Budget that will affect the money in your pocket from wages and energy bills to savings. Many of them won't happen for some time - years in some cases - so we look at the more imminent tax changes. That will include the freezing of tax thresholds that will see higher taxes for many and changes to th…

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Banks Don't Want You Knowing This About Investments (Ep. 334) 20:17

2h ago20:17

20:17

Most people believe they're doing the right thing by maxing out their 401(k) or IRA. But what if the entire system is designed to trap you later with higher taxes, forced withdrawals, and lost control? Follow Mary Jo Here: https://www.youtube.com/@MaryJoIrmen?sub_confirmation=1 Get the book: https://www.farmingwithoutthebank.com/book/?utm_source=yo…

1
Taking Advantage of a Unique Year 21:07

1h ago21:07

21:07

Given that I've earned very little in 2025, I’m wondering if this gives me a unique opportunity to do a Roth conversion? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

1
Don't Let U.S. Taxes Paralyze You in Israel 6:12

4d ago6:12

6:12

Still managing your U.S. portfolio like you're living in Cleveland—even though you're sipping coffee in Tel Aviv? That could be costing you. Learn why holding onto outdated investment strategies for tax reasons might be doing more harm than good—and what smart investors are doing instead. Whether you're newly retired, inherited some money, or just …

1
Crypto Inheritance: Succession Planning for Bitcoin, Ethereum, and Decentralized Assets 3:14

7h ago3:14

3:14

This episode explores the critical importance of succession planning for decentralized digital assets like Bitcoin and Ethereum. We analyze the unique challenges posed by self-custody, where the loss of private keys means the permanent loss of assets. The discussion focuses on building a robust strategy that balances security during one's lifetime …

1
How Much Does a Home Appraisal Cost in Orlando 2025-2026? 13:20

10h ago13:20

13:20

🏡 Orlando Home Appraisal Costs: What You'll Really Pay in 2025-2026 💰 Buying or refinancing in Orlando? Here's the real deal on appraisal costs! 💵 Quick Price Guide 🏠 Standard home: $650-$750 🏢 Multi-unit property: $800 But here's the catch: Up to 70% of your fee goes to administrative companies (AMCs), not the appraiser! 😮 🎯 Better Options Skip th…

1
Happy Holidays From Jill and Mark! 6:04

4h ago6:04

6:04

Happy Holidays from Jill and Mark!!! Whatever it is you're doing, we hope you have a good one! Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

1
Crypto Custody Strategy: Exchange Risks vs. Self-Custody Wallet Security for Estate Planning 3:27

5d ago3:27

3:27

This episode explores the critical financial planning differences between holding digital assets on custodial exchanges versus in non-custodial self-custody wallets. We analyze the trade-offs between convenience and control, highlighting the profound impact on risk management, estate planning, and asset accessibility for heirs. By examining histori…

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Family Feuds & Probate Battles: What Happens When Emotions Collide with Inheritance 19:52

1d ago19:52

19:52

Summary: In this episode of Probate Problems and Practical Solutions, Carly Whiteside of Copper Wren Law, LLC discusses why inheritance disputes occur so frequently, what red flags to look for when conflict arises, and how to handle an executor who isn’t doing their job. Carly also explains what families can do when they suspect undue influence and…

1
Make Your Trust Actually Work: Funding, Titles, and Beneficiary Updates 14:12

1d ago14:12

14:12

Episode Summary: In this episode of *The Estate Blueprint*, Thomas Begley III discusses the crucial aspect of funding a trust for effective estate planning. He highlights the importance of ensuring that assets flow through the trust as intended, emphasizing the need to review and update beneficiary designations. With real-life examples, Thomas shed…

1
005: Blended Families, High-Value Homes & Probate: Expert Strategies to Protect Your Legacy in Newport Beach 18:38

6d ago18:38

18:38

Unlock the mysteries of the probate maze and empower yourself with the knowledge to navigate Orange County's complex legal landscape. Join DeDe Soto as we unravel the intricacies of the probate process, shedding light on the pitfalls of self-representation and the significant delays caused by a congested court system. This episode guides you throug…

1
Burned Out in Tech, Can I Retire at 49? 21:56

6d ago21:56

21:56

I'm only 49 but I work at a high demand tech job and would like to retire. Is this a possibility? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

1
#502 | Why "The Customer is Always Right" Doesn't Work in Estate Planning 4:49

1d ago4:49

4:49

#502 | Why "The Customer is Always Right" Doesn't Work in Estate Planning 𝗤𝘂𝗶𝗰𝗸 𝗿𝗲𝗮𝗹𝗶𝘁𝘆 𝗰𝗵𝗲𝗰𝗸: Walking into an estate planning conversation already convinced you know exactly what you need can quietly work against you. Many people call an attorney asking for "just a will" or one specific document, without realizing how easily that choice can leave …

1
Navigating Digital Asset Taxation: A Guide to Crypto Capital Gains, Staking Income, and 2025 Estate Tax Rules 3:08

1d ago3:08

3:08

This episode provides a comprehensive overview of the primary tax implications for digital asset holders. We explore how capital gains are triggered not just by selling, but also by trading and spending cryptocurrencies and NFTs. The discussion also covers how activities like staking, airdrops, and getting paid in crypto are treated as ordinary inc…

1
Money Box Live: Autumn Budget 2025 28:24

6d ago28:24

28:24

For months we’ve heard speculation about what the Autumn Budget might bring - now we know. The Chancellor has delivered her statement, setting out plans for taxes, benefits, and spending. But what does it mean for your money? Our panel of experts break down the key announcements and explain how they could affect you. Felicity Hannah is joined by Da…

1
#501 | This Will be the Hardest Thing for Them and You 8:55

1d ago8:55

8:55

#501 | This Will be the Hardest Thing for Them and You Most families never talk about what happens when independence is no longer an option, until they're forced to. And by then, the choices feel rushed, emotional, and overwhelming. This episode breaks down one of the most overlooked parts of estate planning: where you'll live and who will actually…

1
Retirement Finances Whether You're Married, Separated, or Single - 561 53:39

2d ago53:39

53:39

Financially speaking, should Old Bear in Northern Kentucky marry his Honey? How should Sebastian in Virginia navigate the financial aspects of his separation? Plus, Famous Missourians want to know, how much is enough for retirement and when can you take your foot off the gas? Can Paul with the Big Wallet Bridge the long gap between retiring and cla…

1
What If Your Adult Kids Can’t Handle Money? 10:49

2d ago10:49

10:49

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ What do you do when your adult children aren’t responsible with money but you still want to make sure they’re taken care of after you’re gone? Today we answer a question facing many parents a…

1
Maximize Our Assets and Optimize Our Taxes 24:03

2d ago24:03

24:03

We're looking for some guidance on developing a financial plan that will help us maximize our assets and optimize our taxes as we prepare for retirement. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

1
Heal Inherited Financial Trauma Using IFS (Internal Family Systems) with Tamala Floyd & Saundra Davis 43:36

7d ago43:36

43:36

Ed chats with psychotherapist and author Tamala Floyd and financial wellness leader Saundra Davis for an eye-opening conversation at the intersection of healing, money, and identity. Together, they explore how Internal Family Systems (IFS) helps people unlock deep emotional transformation, why legacy burdens shape our financial behaviors, and how a…

1
Ep 24 - Retirement Account Consolidation: Protecting Aging Parents 25:49

2d ago25:49

25:49

Retirement account consolidation is critical for protecting aging parents and simplifying their financial lives. In this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric discuss why consolidating multiple retirement accounts helps reduce the risk of missing required minimum distributions, which carry a 25% tax penalty. They explore how s…

1
Are You Waiting for a Tragedy 5:18

2d ago5:18

5:18

When one person handles all the money moves, it can get messy fast—especially when life throws curveballs. Get the lowdown on how couples can team up to take control of their finances, avoid surprises, and protect their future. Plus, discover why having a plan and knowing your numbers isn't just smart—it's a game changer. Ready to get your financia…

1
Revisit: Surviving Holiday Travel with Kids 22:19

7d ago22:19

22:19

Traveling with kids can make a vacation feel… not so much like a vacation. In this revisit of one of our favorite holiday episodes, Dr. Becky talks through how to handle sleeping in new places, airplane meltdowns, and backseat showdowns, so you can feel a little more prepared heading into holiday travel. Get the Good Inside App by Dr. Becky: https:…

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Episode 228. Celebrity Estate Planning - Estate of Wellington Burt 14:06

2d ago14:06

14:06

Send us a text In this episode, discover the story of Wellington Burt, a lumber tycoon who locked away his massive fortune for decades with a 'spite clause' ensuring the family members he resented never saw a dime—the ultimate revenge from beyond the grave! Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.…

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S4_E8 Why the Holidays Trigger Your Money Stuff (And What To Do About It) 25:20

2d ago25:20

25:20

The holiday season has a way of turning the volume up on everything, especially money. Suddenly you’re spending more time with family than usual, old dynamics are bubbling up, and money starts to feel heavier. Conversations that normally roll off your back hit differently. You might feel judged, defensive, small, resentful, or weirdly emotional abo…

1
Why Your Will and Trust Are Legally Incomplete Without Specific Digital Asset Clauses 3:10

2d ago3:10

3:10

This episode explains the critical need to explicitly include digital assets in your will, trust, and other estate planning documents. We discuss how outdated legal language can prevent heirs and fiduciaries from accessing, managing, or inheriting digital property, from cryptocurrency to cloud-stored data. By understanding frameworks like the Revis…

1
Am I Ready to Retire at 62? 22:36

3d ago22:36

22:36

I am 60 and plan to retire at 62. With a pension and a rental part of the equation, can I make it happen? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

1
📅 “Year in Review 2025” — Maxxing, Robots, & Kale Collar Workers 19:21

8d ago19:21

19:21

Yetis, the 3 biggest forces in business in 2025? Trump, AI, & Affordability. For more on that? Look at every other newsletter, podcast, and social media post of every day this year. But instead, we found the 3 biggest “pop-biz” themes of 2025: Maxxing, robots, & kale collar workers. 1. “Everything Maxxing”… From Protein Maxxing to Tariff Maxxing to…

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Year End Wins 2025 | Ep 578 55:43

3d ago55:43

55:43

This special year-end episode [2025] celebrates the inspiring achievements of the ChooseFI community, highlighting transformative experiences in the pursuit of financial independence. Listeners share personal victories, including maximizing retirement contributions, career changes, and embracing minimalist lifestyles. The episode emphasizes the imp…

1
Crypto Inheritance Strategy: Securing Private Keys & Seed Phrases for Estate Planning 3:19

3d ago3:19

3:19

This episode addresses the critical need for a robust succession plan for digital asset credentials. We explore the central conflict between lifetime security and fiduciary access after death, outlining the limitations of legal frameworks like RUFADAA and the necessity of a practical, technical plan. The host details strategies such as creating a l…

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Episode 474: Planning Around Taxes In Transition, Bitcoin FOMO, Living In A Trailer, And Portfolio Reviews As Of December 19, 2025 40:27

9d ago40:27

40:27

In this episode we answer emails from Jenna, Kevin, and Jack Rabbit. We challenge the myth of “never pay taxes” and show how to transition scattered holdings into a Golden Butterfly framework while keeping taxes manageable. We also examine Bitcoin’s role, review sample portfolio performance, and share new listener-created bonus material on the site…

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319. How to Retire Early Without Running Out of Money 43:39

9d ago43:39

43:39

Early retirement is a dream for a lot of people and it can be possible, but only if you plan for it the right way. On this episode of the A Wiser Retirement® Podcast, the conversation tackles what early retirement really means, why so many retirees run out of money, and what steps you can take now to retire sooner without sacrificing long-term secu…