- Updated daily, we help 6, 7 and 8 figure International Entrepreneurs, Expats, Digital Nomads and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon best selling author, Derren Joseph, in exploring the offshore financial world. Visit www.htj.tax
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Inheritance Tax Podcasts
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 ...
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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 ...
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"RAMPF/EICHNER Avvocati und Rechtsanwälte in Kooperation" is a consolidated cross-border cooperation between Avv. RA Marco Rampf and Avv. RAin Dr. Susanna Eichner as well as their team of fiduciary professionals, providing legal and tax advice in German and Italian corporate law, compliance, business and contractual law, real estate, tax, inheritance and family law. Enjoy our podcasts with a new episode in Italian, German or English language (as the case may be) every 2 weeks! If you wish to ...
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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 ...
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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 ...
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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 ...
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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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Tax and Money Mastery Cut taxes, crush debt, and grow your money — made simple
Ashley Freeman Lower Taxes, Get out of Debt, Grow my Money, Pay Less Tax, Business Taxes
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Are you tired of feeling lost when it comes to your money? Wondering how to get real tax help or how to legally pay less to the IRS? Have you ever asked, “How do I increase my income, save more for retirement, or finally get out of debt?” You’re not alone — and you’re in the right place. Welcome to Tax and Money Mastery, the podcast that makes taxes and finances simple, strategic, and surprisingly empowering. Each episode breaks down complex topics like tax-saving strategies, debt eliminatio ...
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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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Why is personal finance so complicated? The internet is flooded with personal finance "experts" sharing short-sighted, error-prone advice. But long-term financial success requires thoughtful, patient, and well-researched strategies. Hosted by Jesse Cramer, a former aerospace engineer turned fiduciary financial advisor in Rochester, NY, Personal Finance for Long-Term Investors simplifies complex financial topics. With relatable stories, in-depth research, and practical tips, Jesse helps you m ...
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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.
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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 ...
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Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, ins ...
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Bestselling author, professor and entrepreneur Scott Galloway combines business insight and analysis with provocative life and career advice. On Mondays and Fridays, Office Hours features Scott answering your questions about business, career, and life. On Tuesdays, China Decode co-hosts Alice Han and James Kynge discuss the latest economic, political and cultural news shaping China’s role on the global stage. On Wednesdays, Raging Moderates brings Scott together with political strategist and ...
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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.
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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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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.
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Irish Tax Unwrapped is your go-to podcast for navigating the complexities of Ireland’s tax landscape. Hosted by Josh O'Connell and featuring Derek Andrews, the show breaks down everything from personal and corporate tax to estate planning and compliance, offering clear and practical advice for individuals, businesses, and professionals alike. Whether you're a business owner, an investor, or just curious, this podcast will break down Ireland's tax code for you. Each episode explores key tax i ...
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If you have tax problems, or if you'd like to know more, these are just a few things I may be able to resolve for you: How to handle a notice from the IRS, What to do if you haven’t filed your taxes yet, and How to handle debt collection programs. Join me for two programs a month as I tackle these issues and more!
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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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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 ...
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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 ...
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Eagle Home Appraisal Fayetteville is a trusted team of independent, fee-based real estate appraisers dedicated to providing competent, credible, and reliable property valuation services. With more than 20 years of hands-on experience, the company specializes in a wide range of appraisal needs — including divorce appraisals, trust and estate settlements, IRS tax appraisals, and general residential valuations. Their mission is to give homeowners, attorneys, beneficiaries, and financial profess ...
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Our Family Office is proud to announce the launch of the Our Family Office Podcast. Throughout the course of the inaugural season, host Adam Fisch speaks to various guests from across our firm, offering insights into the areas of focus for an integrated family office, and the ways that a Shared Family Office™ can help Canada’s wealthiest families.
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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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In The Future of Business podcast, we discuss current issues which will have a big impact on the future of business in Ireland and beyond, exploring what’s important both from the perspective of business people and the impact on society more generally. Hosted on Acast. See acast.com/privacy for more information.
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PROPERTY WEALTH - TRANSFORM CHALLENGES INTO OPPORTUNITIES With Specialist Knowledge and Reach London Property is a digital marketplace that aims to address inefficiencies and complexity in the London real estate market. The company provides informative and educational content from industry leaders through podcasts and videos, with new content released weekly. The platform covers various aspects of the real estate experience, including buying and selling, finance, law, tax, construction, desi ...
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Welcome to Disruptive Forces in Investing, a podcast series featuring Neuberger Berman's seasoned investors who discuss trends that are transforming the investment industry and beyond.
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Get the latest news, views, and expert analysis as the Money Marketing team speaks to leading guests about the industry’s hot topics.
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The inside track on the biggest stories affecting UK agriculture - with Johann Tasker, Louise Impey and Hugh Broom. Every Friday.
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information and opinions on money, politics and Religion. All the things you should not discuss with your family.
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“Life Well Planned" is a captivating podcast series that traces the remarkable financial journey of the Smith family, from an unexpected inheritance in the year 2000 to their thriving coffee business, securing their children's education, overcoming personal challenges, and gracefully entering retirement in their 70s. Through six insightful episodes, listeners will witness the Smiths' evolution, guided by their trusted Raymond James financial advisor, Andy Reynolds. This series explores the p ...
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Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
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Join me every week on Wealth Uncensored, where I share what I’ve learned through my own experience and two decades of helping high-net-worth clients structure their affairs to minimize taxes and protect their assets for the next generation.
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Ireland’s Financial Guide For High Earners. Subscribe to the Ask About Wealth podcast to stay up to date on what matters when it comes to turning your income into wealth and navigating the Irish financial system. Hosted on Acast. See acast.com/privacy for more information.
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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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Welcome to Coastal Closings, the Lucas Real Estate Podcast—where luxury real estate meets legal insight and tax strategy. Hosted by Devin R. Lucas, a REALTOR®, Real Estate Attorney, and Real Estate Broker, this podcast delivers timely updates and expert guidance on California real estate law, tax implications, trust and estate administration, inheritance sales, landlord-tenant issues, and more. With a sharp focus on Newport Beach, Costa Mesa, and the greater “Newport-Mesa” area of Coastal Or ...
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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 ...
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That Financial Guy is a podcast dedicated to making financial planning and investing easy to understand and to implement. Keith and Jack Wilson are practicing financial advisors who own a financial planning firm, Wilson Financial Advisors. They are a father and son team "spreading a wealth of information" helping you along your personal finance journey. Whether its personal finance including investments, retirement planning, estate planning, financial planning, college funding, budgeting and ...
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The Numbers Game — It’s finance, investment and business but not as you know it. Each week Jason Robinson (CPA Accountant), Nick Reilly (Planner) and Marty Vidakovic (Finance) come together to bring you strategy and advice around the importance of knowing your numbers in life and business. Numbers really do tell a story so let us help you make it a good one.
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Sam Rodriguez CFP® is your host and educator on what's important when it comes to money and other stuff in your life too, all with the goal of getting you where you want to be! Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council, a registered investment advisor. Money and Stuff is a DBA of Foundation Wealth Partners. Money and Stuff, Foundation Wealth Partners, and Advisor Resource Council are separate entities. The financial professionals associat ...
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Modern Mindset investigates how our beliefs, values, and psychology influences our modern life and emotions. From business and finance to relationships and communication, we talk to experts from around the world to provide practical ways in which psychology and mindset can give you the edge in the minefield of modern life.
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Investing compass is brought to you by Morningstar Australia. We’ll run through the fundamentals of investing, taking a deep dive of concepts and offer practical explanations, tools and resources that will allow you to invest confidently. The information contained in this podcast is general in nature, it does not take into consideration your personal objectives, financial situation or needs. Hosted on Acast. See acast.com/privacy for more information.
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Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth. About The Host: Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance a ...
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Take a priceless journey into your life and the life of your money with the most recognized personal finance expert in the world today. Acclaimed for her revolutionary approach to money, Suze Orman has garnered millions of fans whose lives have been transformed by following her unique advice. In about 30 minutes, you’ll learn how to go within yourself to see why you are doing without and that you cannot fix a financial problem with money. Suze brings over 40 years of experience to help you b ...
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Heirs in Portugal: Key Documents to Begin the Inheritance Process
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When inheriting property in Portugal, taxes are often a major concern—especially for international families. In this episode, we clarify how Stamp Duty (Imposto do Selo) applies to inherited property, who is exempt, and why compliance matters even when no tax is payable. 🔎 In This Episode, You’ll Learn: 1️⃣ The 10% Stamp Duty Rule Portugal does not…
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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
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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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Inheritance tax special - what Christmas climbdown means for your farm business
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In this special episode, we examine what the government's partial U-turn on inheritance tax means for your farm business. It follows the Treasury decision to water down plans to impose 20% inheritance tax on farm assets worth more than £1m. In a major concession the government has announced that it is increasing the threshold for inheritance tax on…
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11 Dead or Alive? The Tax Pros and Cons of Gifting vs. Inheriting
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Dead or Alive? The Tax Pros and Cons of Gifting vs. Inheriting Should you give assets away while you are alive—or wait and pass them on through your estate? The answer can mean the difference between millions in unnecessary taxes and a highly efficient wealth transfer. In this episode, we break down one of the most misunderstood areas of tax and es…
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How Not To Pay Taxes On An Inherited Retirement Account
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On this edition of Ask KT & Suze Anything, Suze answers your questions about borrowing against an insurance policy, medicare, is an expensive car really worth it and so much more! Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit…
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New Jersey Inheritance Tax: Who Pays and How to Plan Around It
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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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UK Property 2025-2028: Mansion & Terrace Tax, Inheritance Relief Changes, Green Mortgage Deals, and Council Tax Updates
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Send us a text Stay ahead in the UK property market with this week’s London Property Bulletin. We break down the new 2028 mansion and terrace tax, changes to inheritance and business property relief in 2026, and the latest on green mortgages—including top deals for energy-efficient homes. Discover what these updates mean for homeowners, investors, …
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Episode 476: Come On Up To The House With Our Annual Portfolio Reviews For The Very Good Year Of 2025
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In this episode we conduct our annual portfolio reviews of our eight sample portfolios you can find at Portfolios | Risk Parity Radio, and compare them with commercial alternatives. We discuss why factors beat geography, and explain how gold, bonds, and managed futures improved results and withdrawal durability. We also confront the real roadblock …
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[BEST OF 2025] One of the most generous tax breaks in Australia
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We take a look at the top episodes of 2025. In this episode, Mark and Shani take a look at a quirk to one of the most generous tax concessions that we have in Australia, the CGT exemption for your home. The CGT exemption also allows for you to rent out your property for a number of years, and still claim the CGT-exempt status. We take a deep dive i…
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Roth IRA or 401(k)? Smart Moves for Investors with $1M+ Portfolios
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In this episode of Money Matters, Scott and Pat tackle real-world financial planning questions from callers at very different life stages. One listener, with over a million dollars in assets, asks whether he should prioritize his 401(k) or a Roth IRA. The conversation dives into smart strategies for high-net-worth investors, addressing how to balan…
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Notes on Being a Man is out now. Learn more about your ad choices. Visit podcastchoices.com/adchoicesBy Vox Media Podcast Network
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Ethereum in 2026: Planning for ZK Rollups, Validator Decentralization, and RWA Compliance
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This episode unpacks the pivotal Ethereum upgrades scheduled for 2026, including the Glamsterdam and Heze-Bogota hard forks. We analyze how these changes will impact gas economics, the tokenization of real-world assets, and staking yields. From a professional planning perspective, the discussion focuses on the critical balance between achieving mas…
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Cook Islands Trust: Core Asset Protection Features
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Cook Islands trusts are widely regarded as one of the most robust asset-protection vehicles in the world—but why? In this episode, we break down the core legal features that give Cook Islands trusts their strength, focusing on what is expressly provided under local law and how these mechanisms operate in practice. This discussion is about understan…
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Energy Costs for Families and Salary Sacrifice Pensions
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New research suggests there are 6 million children across the UK living in fuel poverty, according to the charity National Energy Action. It defines fuel poverty as when a household has to spend at least 10% of its income to keep their home warm. It says the impact on children of living in a home which parents and carers struggle to keep warm can b…
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In this episode we explore the Government’s recent climbdown on the family farm tax, and what the new proposals actually mean for family-owned businesses. Jeremy Moody, secretary and adviser to the CAAV, unravels the full implications of these inheritance tax changes.
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Global Bitcoin Integration: Regulatory Catalysts and Reserve Strategies
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This episode provides an in-depth analysis of Bitcoin’s accelerated institutional adoption by late 2025, exploring the pivotal role of spot ETFs, evolving custody regulations, and macro policy influences. We examine how these shifts, alongside nation-state reserve considerations and advancements in mining economics, necessitate a holistic planning …
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Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginning of a new one. To help make sense of it all, we're re-running an interview we did in 2019 with Daniel H. Pink, author of When: The Scientific Secrets of Perfect Timing. Have a money question? Email …
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When the market dips and layoffs start making headlines, most folks freak out — but you don't have to. Learn how smart investors stay calm, protect their cash, and keep their financial plans on track no matter what life throws their way. Discover why liquidity is your secret weapon, how to avoid costly cross-border tax mistakes, and how real peace …
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Cook Islands Trust: Key Asset Protection Benefits
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Why do Cook Islands trusts continue to be referenced in serious asset-protection planning discussions? In this episode, we break down the core legal protections that distinguish Cook Islands trusts from other offshore structures—and why they are often considered the gold standard in high-risk asset protection planning. We focus on what is actually …
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541 Gold - 2025 market performance - ROTH conversions
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Investing Skeptically: Gold ETF. Should you invest in gold? 2025 Market performance Data Should you do a ROTH conversion?By Phil Ferguson
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What is Your Emotional Money Score, The Highlights
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How many times have we heard Suze say that the internal obstacles to wealth are fear, shame and anger? For this Suze School Highlight episode, we’re going to find out exactly what our emotional money score really is. Make sure you have your Suze Notebooks out for this one! Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees…
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Goal Setting for Godly Entrepreneurs What does it mean to pursue growth without compromising faith? In a culture that celebrates hustle at all costs, godly entrepreneurs are called to build differently—with intention, stewardship, and trust in God’s direction. In this episode, we explore how faith-based entrepreneurs can set meaningful goals that h…
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Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginning of a new one. To help make sense of it all, we're re-running an interview we did in 2019 with Daniel H. Pink, author of When: The Scientific Secrets of Perfect Timing. Have a money question? Email us…
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Der Traum vom eigenen Haus in Italien (Teil 2) - 7 praktische Tipps für den Immobilienkauf in Italien | Avv. RAin Dr. Susanna Eichner, LL.M.
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DER TRAUM VOM EIGENEN HAUS IN ITALIEN (TEIL 2) - 7 PRAKTISCHE TIPPS FÜR DEN IMMOBILIENKAUF IN ITALIEN Italien fasziniert deutsche Immobilienkäufer seit Jahrzehnten: Die malerische Toskana, der glitzernde Gardasee, die historischen Stadtvillen Roms – der Immobilienmarkt südlich der Alpen verspricht Lebensqualität und Wertstabilität. Doch während die…
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I'm 64 and wondering if I should be making any tweaks to my financial game plan? Have a money question? Email us here …
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How much do we really understand about our pay? From frozen tax thresholds to salary sacrifice and minimum wage increases, a number of changes made in the Chancellor's budget might have left you looking a bit more closely at your payslip. So, what do all those figures mean, what is your employer legally obliged to provide and what can you do if you…
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I'm 42 and Burned Out with $2.25M. Can I Retire Early from My Toxic Job? - 562
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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…
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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
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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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Portugal’s Vacant Housing Issue: Government Measures Under Discussion
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Portugal’s high level of vacant housing continues to attract political and public attention—but what is actually happening at policy level? In this episode, we explore the government measures currently under discussion, what has (and hasn’t) been decided, and why uncertainty remains. 🔎 In This Episode, You’ll Learn: 1️⃣ Why Vacant Housing Remains a…
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Crypto Inheritance & Estate Planning: Empowering Heirs and Executors for Your Digital Legacy
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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…
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13 Section 179 vs. Bonus Depreciation: Which Tax Strategy Delivers Bigger Write-Offs
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When it comes to accelerating deductions and reducing taxable income, few tax strategies are as powerful—or as misunderstood—as Section 179 and Bonus Depreciation. Business owners and real estate investors often hear these terms used interchangeably, but choosing the wrong one can limit deductions, create future tax problems, or leave significant m…
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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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2025 Biggest Takeaways with Ginger | Ep 579
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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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The Juggling Act: A Financial Guide for High-Achieving Parents
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In this episode of Five Minute Finance, Mike Morton and Matt Robison preview The Juggling Act: A Financial Guide for High-Achieving Parents, Mike’s new book due out in 2026. They offer a high-level tour of modern financial planning, from values and organization to taxes, investing, college planning, and career flexibility, designed to help busy par…
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Wills and Forced Heirship in Portugal: What You Need to Know
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Estate planning in Portugal follows a civil law tradition that places strong protections around family inheritance rights. In this episode, we explain how forced heirship works, why it matters, and what it means for anyone preparing a will that involves Portuguese assets. This is a crucial topic for international families, property owners, and advi…
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Crypto Regulation in 2026: Navigating MiCA, CARF, and U.S. Digital Asset Laws
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3:34
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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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"What Do I Want Them To Know?" More Outtakes and Fun
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For the final episode of 2025, Robert the Producer opens the curtain a little to offer a glimpse of all the fun we have putting the podcast together for you. Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Get your s…
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320. How to Set Smarter Financial Goals for the New Year
39:03
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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
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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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[BEST OF 2025] Cage fight: US & Australian retirement systems
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We look back at the top episodes of 2025. In a listener-requested episode, we look at the pros and cons of the US and Australian retirement systems. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis…
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Tax-Savvy Income Strategies, Stock Gains Without Selling, and Insurance Insights
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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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Habilitação and Property Fees for Heirs in Portugal: What to Expect
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When inheriting property in Portugal, understanding the costs involved is just as important as understanding the legal steps. In this episode, we break down the typical fees heirs can expect when completing a habilitação de herdeiros and transferring or registering inherited property. 🔎 In This Episode, You’ll Learn: 1️⃣ Cost of a Basic Habilitação…
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Crypto & NFT Valuation: Navigating IRS Rules and Market Volatility
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3:33
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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…
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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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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…
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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 …
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Kimberley Dondo and Dan Cooper wrap up 2025 with a deep dive into the year’s knottiest topics. From the "fatigue" surrounding the advice/guidance boundary to the confusing world of crypto regulation, the team asks: is the industry ready for what comes next? They also tackle the big macro questions: Is the Triple Lock unsustainable? Is Trump worse f…
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Crypto Inheritance: Succession Planning for Bitcoin, Ethereum, and Decentralized Assets
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3:14
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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 …
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