Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, legacy planning, retirement planning and much more.
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Legacy Planning Podcasts

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#91 - More Than Money: Eddie Thompson on Legacy, Values, & Planning Ahead
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51:59Eddie Thompson joins us this week to discuss his estate planning strategy, which focuses on legacy, values, & planning ahead. On today's episode: 🗓️ Planning Ahead ⚖️ Assessing Value 💰 Estates 🧑🧑🧒🧒 Passing Along Family Values 🔗 Follow Thompson & Associates: Website: https://ceplan.com Facebook: https://www.facebook.com/ceplanusa/ X: https://www.…
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Could Artificial Intelligence Allow Settlors to Guide and Control Trusts Forever?
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10:38When donors make gifts — during their lives or upon death — they typically give up control. Trusts have long been a tool for donors to maintain influence over how assets are managed and distributed by choosing trustees and drafting instructions. Traditionally, the settlor — the person creating the trust — cannot serve as trustee, especially if they…
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Qualified Income Trust Spending Rules: What Medicaid Allows vs. What's Forbidden | Repair The Roof Podcast
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12:06👉Get started on your estate plan—watch our, on-demand workshop: https://www.daytonestateplanninglaw.com/how-to-not-go-broke-in-a-nursing-home-even-if-you-think-its-too-late/ Attorney Ted Gudorf reveals how Qualified Income Trusts (QITs) can help families earning above Medicaid’s income limits still qualify for long-term care benefits. He breaks dow…
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Scotland Travel Tips: 15 Common Mistakes (and How to Avoid Them)
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35:52Scotland promises unforgettable adventures, but even the best-planned trips can be derailed by a few common mistakes. In this episode, we reveal fifteen pitfalls travellers often make and share practical advice to help your Scottish journey run smoothly. Here are just some of the mistakes we discuss: Visiting Edinburgh in August during the Fringe F…
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New Details About Mormon Church Suspect, Trump and Netanyahu Unveil Gaza Peace Plan: AM Update 9/30
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15:05Officials say the alleged gunman behind Sunday’s Michigan church attack was a Marine veteran with a history of animosity toward Mormons. President Trump unveils a sweeping 20-point Gaza peace plan with international oversight, prisoner exchanges, and the prospect of eventual Palestinian statehood if Hamas agrees. Accused Charlie Kirk assassin Tyler…
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Modafinil Masterclass: Clarity, Drive, and Longevity | Solo Pod : 1337
47:43
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47:43Most people chase fat loss, focus, and energy with caffeine or stimulants, but the real key to brain optimization and human performance is a pharmaceutical nootropic that activates your wakefulness circuits without jitters or a crash. In this episode, you’ll learn how Modafinil upgrades mitochondria, sharpens neuroplasticity, improves metabolism, a…
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Today we’re joined by Todd Inglee, the Brand Commissioner for the State of Colorado. Todd has been a great friend to Terry and someone who’s spent years working with Colorado’s beef community. I’m excited to catch up with him and hear about his role, his experiences, and his stories along the way. Send us a text Cliff is the founder and co-owner of…
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Trump Sends National Guard to Portland, and Unhinged Leftist Reaction, with Michael Shellenberger and Leland Vittert | Ep. 1159
1:43:02
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1:43:02Megyn Kelly is joined by Michael Shellenberger, founder of the “Public News” Substack, to discuss President Trump’s plan to send the National Guard to Portland, the increasingly violent left-wing protests aimed at ICE facilities, some city officials’ refusal to admit anything is wrong, the presence of the growing normalization and support of violen…
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Pippa Crerar and Kiran Stacey sit down with the mayor of Greater Manchester live at the Labour party conference in Liverpool. Help support our independent journalism at theguardian.com/politicspodBy The Guardian
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LLC - Good for Asset Protection, Bad for WA Estate Taxes
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0:50LLC - Good for Asset Protection, Bad for WA Estate Taxes 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founde…
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New Details on Comey Indictment, Deadly Mormon Church Attack, Mayor Adams Drops Out: AM Update 9/29
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17:04New reporting sheds light on what former FBI Director James Comey is accused of. A gunman rammed a vehicle into a Mormon church in Michigan before opening fire and setting the building on fire, killing at least four people and injuring several others. President Trump orders National Guard troops into Portland to protect ICE facilities after weeks o…
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Send us a text On September 10, 2025, Charlie Kirk was gunned down while having an open dialogue with college students on the campus of Utah Valley University. He was killed for what he believed and for what he said. The killer’s text message said, “Some hate can’t be negotiated.” The irony is that Charlie loved people enough to tell them the truth…
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Ever wondered how strategic moves can reshape your career in real estate? Join us as we uncover the journey of Harrison Polsky, the principal of Katina Homes in Dallas, and learn how his transition from a commercial analyst to a prominent figure in the Dallas real estate scene became a game-changer. Harrison unfolds his path from being a residentia…
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I Don’t Know Who Needs to Hear This, but You Don’t Need a Trust to Avoid Probate
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1:04I Don’t Know Who Needs to Hear This, but You Don’t Need a Trust to Avoid Probate 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CH…
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The Unique Needs Of High Net Worth Investrors
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49:51In this episode Jeff discusses direct indexing vs mutual funds or ETFs. Also, the unique needs of high-net worth investors, and he answers listener questions.By Jeff Vogan
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Discover France by Train and Bus: A Solo Traveler’s Budget Guide
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56:41Planning to explore France without renting a car? In this episode of the Join Us in France Travel Podcast, host Annie Sargent talks with solo traveler Helena Fedorec about her practical, budget-friendly journey across France. The episode, Discover France by Train and Bus: A Solo Traveler’s Budget Guide, is packed with tips for anyone eager to see m…
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This Detox Organ Is Blocking Every Diet You Try (Here's The Fix) : 1336
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10:37
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10:37Most people are struggling with fat loss, low energy, and hormone chaos—and they don’t even realize the real problem isn’t their diet or workout plan... it’s their liver. In this episode, I break down how your liver controls fat-burning, energy, and hormone regulation—and why things like poor bile flow and mineral deficiencies are sabotaging your r…
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Building a strong foundation is key to approaching retirement with confidence. In this video, we explore the essential steps and strategies that help create a solid base for your financial future. From understanding your goals to organizing your resources, laying the groundwork early can make navigating later stages smoother and more effective. Dis…
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Can I Really Trust My Retirement Plan? (The Answer Will Surprise You) | The Limitless Retirement Podcast
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16:33👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started In this conversation, Danny Gudorf discusses the misconceptions surrounding retirement planning, emphasizing that trust in a retirement plan should not stem from its perfection or ability to predict the future. Instead, a trustworthy retirement plan is adaptable and resil…
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This May Change How You Think About Estate Planning
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0:44This May Change How You Think About Estate Planning 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS…
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Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our September 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introduct…
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Estate Planning Myths — What You Think You Know (But Might Not)
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19:37Episode Summary: In this episode of When Family Matters Become Legal Matters, attorney Betsy Holton, founder of Holton Law Group, breaks down common estate planning myths that lead families astray. Betsy shares why estate planning is not just for the wealthy or elderly, the risks of relying on online templates, and how even modest families benefit …
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Comey Indicted, Kamala Word Salad, and Hoda Kotb's Inane Book, with Maureen Callahan, Dave Aronberg, Mike Davis, and John Solomon | Ep 1158
2:50:58
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2:50:58Megyn Kelly is joined by MK True Crime contributor Dave Aronberg, Mike Davis of The Article III Project, and John Solomon of "Just the News," to discuss the indictment of former FBI Director James Comey on two felony counts, the allegation that he leaked information and obstructed a congressional investigation, the questions about specifically he's…
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The Estate Planning Wake-Up Call: Why Today’s News Headlines May Change Your Plan
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9:20Peter Klenk of Klenk Law discusses estate planning, trusts, and asset protection, helping families prepare for life’s inevitable changes. His advice focuses on practical strategies to safeguard assets, plan for the future, and ensure peace of mind.By Klenk Law
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James Comey Indicted, Trump Paves Way for American TikTok Deal, NJ Gov Race Tightens: AM Update 9/26
18:51
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18:51Former FBI Director James Comey indicted on charges of lying to Congress and obstruction in the Trump-Russia probe. President Trump signs an executive order clearing the way for a U.S.-based version of TikTok with American investors. Revised government data shows second-quarter GDP surging to 3.8%, far stronger than earlier reports suggested. Feder…
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Ep. 321 - Why You Need More Than One Policy
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18:03In this episode, Mary Jo breaks down why multiple policies aren’t just a nice-to-have—they’re necessary if you want to grow real wealth, keep taxes off your back, and take back control from the banking system. From MEC limits to managing premiums, she lays out the blunt truth about when and how to start extra policies, what pitfalls to avoid, and w…
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Upgrade your week in just 10 minutes with D(AI)ve Asprey’s essential rundown on what matters most in longevity, biohacking, AI health tech, and medical freedom. Each story includes trusted source links—so you can check the facts. This episode covers: - Rapamycin’s Reality Check: A sweeping new review (September 24) finds that the promise of rapamyc…
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This Feels Illegal to Know About Revocable Trusts
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0:36This feels illegal to know about revocable trusts 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS L…
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Kent, where the politics of small boats and asylum has exploded
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45:02The conversation about asylum and immigration is at the centre of British politics, and nowhere more so than in Kent. This week, John Harris is on the road in a special episode looking at both sides of the immigration story: hearing from the newly elected Reform UK council, and asking what life is actually like for people who come here in search of…
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Episode #61: Beyond Access: The True Value of Partnering with SIA of NC
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24:34Partnerships in the insurance world go far beyond market access. In this episode of Build Your Legacy: Insurance Edition, we dive into the real value that SIA of NC brings to independent agencies. From carrier relationships and growth support to profitability and long-term stability, SIA of NC provides resources that help agencies thrive in a compe…
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Kimmel's Smug Double Down, Violent Left Rhetoric, and Free Speech Hypocrisy, with Emily Jashinsky and Eliana Johnson | Ep. 1157
1:46:15
1:46:15
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1:46:15Megyn Kelly is joined by Emily Jashinsky, host of "After Party," and Eliana Johnson, editor of the Free Beacon, to discuss Jimmy Kimmel’s return to his ABC show, his attempt to portray himself as the victim, his complete lack of apology, Kimmel's non-stop whining about free speech, his ongoing humorless attacks on Trump, new details about the shoot…
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Do You Really Want a Successful Retirement?
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18:31In this episode, Angela discusses the importance of truly wanting a successful retirement and being willing to make the necessary sacrifices to achieve it. She shares a personal story about her grandparents' disciplined approach to finances and uses an analogy of an elite pianist to illustrate the dedication required for success. Key Takeaways 💡 An…
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Unlocking Hope: Alzheimer’s Awareness, Resources & Real Stories You Need to Hear
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42:25Are you or a loved one facing the challenges of Alzheimer’s or dementia? In this episode of The Smart Legacy Podcast, host Glenn Stockton sits down with Michelle King, Community Program Manager for the Alzheimer’s Association Heart of America Chapter, and Carrie Stracy, Director of Community Outreach at Stockton and Kandt and dedicated volunteer. T…
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Spend Smart, Live Well: Avoiding Retirement Pitfalls
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34:55What if your retirement plan is only as strong as the financial foundation beneath it? Tim Wood explains how to build a solid “floor” for your nest egg, balance spending with long-term security, and avoid common annuity misconceptions. Learn why guaranteed income, emergency funds, and smart legacy planning matter—plus how to avoid both “overliving”…
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‘We’ve taken our progressive voters for granted’: Labour ex-minister
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29:56John Harris is joined by the Labour MP Lucy Powell, a former cabinet minister who is a running for deputy leadership of the party, to discuss why the government is failing to stem the surge in support for Reform and whether a change in tactics could help Keir Starmer take on Nigel Farage. Plus, how certain is the prime minister’s future? And how wo…
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Deadly Shooting at Dallas ICE Facility, FBI Seized "Classified" Docs in Bolton Raid: AM Update 9/25
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16:57A gunman opens fire on a Dallas ICE facility, killing one detainee and critically wounding two others before taking his own life. Court filings reveal FBI agents seized documents marked classified from John Bolton’s office, some dating back decades. President Zelensky welcomes President Trump’s sudden suggestion that Ukraine could win the war witho…
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John Macor: The Legacy of a Medicinal Chemist
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31:29Yvette talks with John Macor, her first Medicinal Chemist. John explains how drugs make it to market, and he shares his passion for helping people. He has been the co-inventor of drugs that address migraines, Alzheimer's disease, pain and other ailments. John has been inducted in the Medicinal Chemistry Hall of Fame as a living scientist whose rese…
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Choosing Which Child Should Be Your Executor
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8:48📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ In today's episode, we're tackling a common dilemma: "How do you pick the right executor when you have multiple children?" This question often arises in families with multiple adult children,…
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Retirement is About Experiences, Not Purchases
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13:50Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do What if your retirement wish list focused on experiences that bring lasting joy, rather than material possessions? In this episode, Rob explains why retirement should be about creating meaningful memories, not just accumulating things. L…
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What To Know About The “First Year Rule” Of Retirement
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16:39Well, you’re retired. Now what? Some people subscribe to the “first year rule” which says that the majority of your best retirement months will all take place in the first year of retirement. So how can you be strategic during that first year and set the tone in the right way, both emotionally and financially? Get in touch with Mike: 🌐 Website: htt…
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Why you absolutely MUST take algae daily to protect your longevity : 1334
1:01:47
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1:01:47Your mitochondria are the power plants of your cells, and when they break down, you lose energy, brain sharpness, and resilience against aging. In this episode, you’ll learn how to hack your mitochondria to supercharge human performance, prevent decline, and extend longevity with tools that are natural, effective, and backed by decades of research.…
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The Real Reason for Revocable Living Trusts Is Not to Save on Estate Taxes
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0:39The real reason for revocable living trusts is not to save on estate taxes 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOP…
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Matthew McConaughey on Leaving Hollywood, Raising Kids with a Strong Foundation, and the Power of Faith | Ep. 1156
1:09:56
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1:09:56Megyn Kelly is joined by Matthew McConaughey, author of "Poems & Prayers," to discuss raising kids that aren't entitled, working with his 17-year-old son in the new movie "The Lost Bus," fighting against nepotism, the importance of giving kids a strong foundation, his "conservative early, liberal late" philosophy, the difference between a "good man…
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BECKY LEWIS EXPLAINS INVICTUS RECORDS - In this episode, we sit down with Becky Lewis, the visionary owner of Invictus Records, to uncover the story behind one of the most exciting rising independent record labels. Becky shares her inspiration for creating Invictus Records, her passion for developing new talent, and her vision for the future of mus…
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