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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The Succession Planning Creatives Ignore That Destroys Legacy and Profit with Lesle Lane
1:09:11
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1:09:11Welcome to The Art of Succession Podcast. Host Barrett Young chats with Lesle Lane, Photographer and owner of Studio 13, Inc. Lesle shares her journey of growing up in a family of photographers, taking over her stepfather's business at 21, and how she turned challenges into success. She talks about legacy, adapting to industry changes, and her shif…
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What Happens to Your Kids If the Unthinkable Happens? Estate Planning Essentials for Young Families
40:43
40:43
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40:43Are you a parent of young children? Have you ever wondered what would happen to your kids if something happened to you? In this eye-opening episode of the Smart Legacy Podcast, attorneys Glenn Stockton and Sophia Kandt tackle the number one risk facing young families: not having a plan in place for your children’s care and financial security. Join …
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Charitable Giving in Estate Planning: How to Leave a Legacy Beyond Your Family
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14:30Episode Summary: In this episode of Leaving a Legacy, Navigating Estate Planning with Rose Harper Law, Rose Harper, founding attorney of Rose Harper Law, discusses how individuals can leave a meaningful legacy through charitable giving. Rose explains the emotional and financial benefits of incorporating charitable gifts into an estate plan, the mos…
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How and Why Choosing Your Estate Planning Attorney Matters
12:52
12:52
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12:52Summary In this premiere episode of Protecting Your Legacy with Estate Planning, Adam Grant, founding partner of Stonewood Law PC in Encino, California, shares his insights on building a secure legacy through thoughtful estate planning. With over a decade of legal experience, Adam discusses why trust, accessibility, and long-term relationships are …
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#130 One Plan, One Savior: How Every Covenant Points to Jesus
25:45
25:45
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25:45In this episode, Joel Settecase — apologist, teacher, and President of The Think Institute — unpacks the first distinctive of New Covenant Theology: God has one plan, revealed in many covenants, and it’s all centered on Jesus Christ. Through a deep dive into Scripture, Joel explores how the biblical covenants — from Noah to Abraham, Moses, David, a…
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#91 - More Than Money: Eddie Thompson on Legacy, Values, & Planning Ahead
47:33
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47:33Eddie 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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#139 Why Godly Fathers Are the Secret to Saving Civilization
1:09:30
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1:09:30Today on Worldview Legacy Today, Joel Settecase takes us deep into the heart of biblical fatherhood, cultural leadership, and scriptural wisdom. This episode explores how Christian fathers shape not only their families—but civilizations—and why it’s urgent to recover this foundational role in a collapsing culture. In this episode, you’ll learn: Why…
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151: Full Surrender for Full Satisfaction
32:02
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32:02FEATURING: Buck Jacobs ORGANIZATION: C12 Group Based on your retirement years, how is God going to judge you when you stand before Him? In this episode of iRetire4Him, host Jim Brangenberg talks with Buck Jacobs, founder of C12 Group, the world’s largest network of Christian CEOs and executives building businesses for a greater purpose. Now in his …
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Trump Sets GOP Agenda, DOGE Staffer Assault Arrests, Brennan Referred to DOJ: AM Update 10/22
19:53
19:53
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19:53President Trump hosts Republican senators for a White House lunch, touting legislative wins and outlining priorities once the government reopens. Two more teens arrested in connection with the brutal August assault and attempted carjacking of DOGE staffer Edward “Big Balls” Coristine in Washington, DC. House Judiciary Chairman Jim Jordan issues a n…
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Are you clear on your mission? Lucy McCarraher, CEO/co-founder of Book Magic AI and co-founder of Rethink Press, is passionate about amplifying unheard voices, especially women’s, through the power of books and purposeful collaboration. Drawing on her publishing experience, she explores the gender disparities in business book writing and the confid…
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Karine Jean-Pierre Undermines Her Entire Book, Ghouls at "No Kings," and Wind Farm Danger, with Stu Burguiere and Rep. Van Drew | Ep. 1176
1:53:39
1:53:39
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1:53:39Megyn Kelly is joined by Stu Burguiere, host of BlazeTV's "Stu Does America," to talk about Karine Jean-Pierre's embarrassing book tour, her bizarre claim on "Morning Joe" completely undermining her entire book, her lies and spin on "The View," KJP's history of gaslighting about Biden's cognitive decline, her new tactic of attacking Trump and his a…
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Two Ways to Avoid Probate when Own Real Estate
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1:42Two Ways to Avoid Probate when Own Real Estate 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law …
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When Wishes Become Disputes: Navigating Family Conflicts Over Living Will Decisions
11:48
11:48
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11:48Imagine this scenario: Your father spent months carefully crafting his Advance Health Care Directive (AHCD), ensuring every medical preference was documented. He discussed his wishes with the family, signed the papers with witnesses, and felt confident his healthcare decisions were secure. Now, three years later, he's unable to communicate due to a…
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Don't Waste Your 50's Because You Listen To The Wrong Retirement Advice! | The Limitless Retirement Podcast
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18:12👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started Danny Gudorf, a financial planner, discusses the critical mistakes people make in their 50's regarding retirement planning. He highlights three common pieces of advice that can derail retirement: the max out myth, the risk reduction fallacy, and the deferred life trap. Gu…
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Tips for Making the Most of a London Layover: Where to Stay, Eat, and Explore
32:29
32:29
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32:29This special episode was originally recorded for the Germany Travel Planning Podcast, where Tracy joined Cate to share insider tips for making the most of a London layover. Turn your short stop in London into a compact yet rewarding adventure. Learn how to plan 24 to 48 hours in the UK capital without feeling rushed, from choosing a central base to…
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Trump's National Guard Victory, Real Story Behind Drug Boat Strikes, KJP on Tour: AM Update 10/21
18:46
18:46
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18:46The Trump administration wins a major legal battle as a federal appeals court clears the way for National Guard troops to deploy to Portland to protect immigration operations. President Trump and the Australian Prime Minister sign a new framework deal to boost rare earth mineral production and reduce China’s control over the global supply chain. Th…
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Building a Healthier Life with a Winning Mindset withguest Phil Smith
18:11
18:11
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18:11Join hosts Ryan Greigg and Jacqueline Smith on the 15 Point Plan podcast as they welcome Phil Smith to discuss the power of setting challenging goals for enhanced energy and reduced stress. Phil shares his inspiring journey from a non-runner to completing the Chicago Marathon at age 50 alongside his son, underscoring themes of perseverance, family …
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Ep. 55 - It’s Not You, It’s Business: The Reality of Business Divorce with Joseph Merschman
26:51
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26:51On this episode, host Michael Clear is joined by Wiggin and Dana Litigation Partner Joseph Merschman. Joe and Michael explore the concept of “business divorce,” referring to conflicts among co-owners of closely held companies. These disputes often arise from family tensions, unequal contributions, or shifts in the business’s direction. The episode …
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Send us a text Cliff is the founder and co-owner of Rocky Mountain Financial Group in Denver, Colorado. He has 30 years of experience working with business owners regarding their estate and business planning. Find Shelbys' Sassy Designs at facebook.com/shelbyssassy or shop them at shelbys-sassy-designs-emporia.myshopify.com Make sure to leave us a …
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This Week in the Market - Episode 90 (10-17-25)
30:01
30:01
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30:01Aaron, Sam, and Brent recap a steady week in the markets and why “boring” can be a good sign. They discuss ongoing negativity in the media, the freight recession that began in 2022, and how failures in trucking may actually lead to healthier pricing long term. They also explore changes in shipping, automation, and technology—like drones—along with …
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Vile "No Kings" Protesters, Hilarious Anti-Trump Boomers, and KJP Begins Book Tour, with Emily Jashinsky | Ep. 1175
1:42:48
1:42:48
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1:42:48Megyn Kelly discusses the vile “No Kings” protesters from this weekend, leftists calling for the murder of Trump and others on the right, violent and hateful messages at the protests that the corporate media chooses to ignore, and more. Then Emily Jashinsky, host of "After Party with Emily Jashinsky," joins to discuss various “No Kings” protesters …
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Life Insurance Proceeds DO Count for Estate Taxes
1:14
1:14
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1:14Life Insurance Proceeds DO Count for 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 founded CMS L…
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#138 The Bible vs. Ancient Myths: Who Tells the Truth About History?
55:34
55:34
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55:34Does the Bible REALLY Teach Young Earth Creation and a Global Flood? In this compelling episode of Worldview Legacy, Joel Settecase tackles one of the most hotly debated theological and scientific questions of our time: Does the Bible actually teach a young Earth and a global flood? Kicking off with a current event from Arkansas, Joel shares a powe…
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"No Kings" Money Trail, Gaza Latest, Wild Louvre Jewelry Heist, Trump Frees Santos: AM Update 10/20
17:18
17:18
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17:18Millions join nationwide “No Kings” demonstrations against President Trump as investigations uncover a web of left-wing donors, activist groups, and pro-socialist organizations behind the movement. The U.S.-brokered Gaza ceasefire holds despite renewed clashes, with American envoys set to launch phase two of Trump’s 20-point Middle East peace plan.…
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Joint Tenancy vs Tenants in Common 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with on…
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Save Money in Probate with the Bill Strategy
2:18
2:18
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2:18Save Money in Probate with the Bill Strategy 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Fi…
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Sarah Bernhard: The First Superstar
1:01:43
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1:01:43In this episode of the Join Us in France Travel Podcast, titled “Sarah Bernhardt with Elyse Rivin,” host Annie Sargent explores the fascinating life of France’s most famous actress. Sarah Bernhardt wasn’t just a performer — she was a global icon, an artist, and one of the most daring women of her time. Listen to this episode ad-free Born in Paris i…
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Will Hamas Disarm, and What Does Gaza’s Future Governance Look Like?
40:45
40:45
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40:45Today on the show, Fareed is joined by counterterrorism expert Matthew Levitt and RAND distinguished Israel policy chair Shira Efron for a discussion on the future of the fragile truce in Gaza, and what post-war governance in the enclave could look like.Then, China expert Alice Han speaks with Fareed about Beijing’s strategy in a new round of tit-f…
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In this episode Jeff discusses current events in the market and economy, the rule of 240 paychecks, and he answers listener questions.By Jeff Vogan
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This video explores 10 practical steps to prepare for retirement, offering a straightforward look at the key financial and lifestyle considerations that can shape your later years. Rather than focusing on quick fixes or lofty promises, it takes a balanced approach to understanding what goes into a secure and sustainable retirement plan. We’ll discu…
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How Much Money do You Need to Need a Trust 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm…
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If You Have this Type of Trust You are in Big Trouble!
1:22
1:22
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1:22If You Have this Type of Trust You are in Big Trouble 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded C…
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Why Your Roth Conversion Could Trigger an IRS Penalty? | The Limitless Retirement Podcast
15:50
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15:50👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started Danny Gudorf breaks down the complexities of Roth conversions, warning about the IRS pitfalls and penalties that can occur without proper planning. He highlights key advantages—tax-free growth and no required minimum distributions—and shares practical strategies like usin…
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Sudden Money, Big Mistakes: The Windfall Playbook That Saves Your Future
51:03
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51:03Coach Pete and the Financial Safari team pull back the curtain on lottery wins and inheritances, revealing why sudden money disappears fast—and the simple, tax-smart moves that protect it. They break down dual residency for retirees (sunshine, maybe; surprise tax bills, definitely) and show how to fold windfalls into a comprehensive plan that pays …
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#137 Why Christian Neutrality in Politics Is a Dangerous Lie
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52:06Podcast Episode Show Notes: Episode Title: Engaging in Politics as a Christian Man: Dos & Don'ts Episode: 137 | Worldview Legacy Today Host: Joel Settecase What does it mean to engage in politics as a Christian man—not just as a voter, but as a disciple of Jesus Christ, called to represent God’s truth in every sphere? In this thought-provoking epis…
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Spending Volatility: The Retirement Risk You Didn’t See Coming
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27:46Is your retirement plan ready for the rollercoaster of spending volatility—or will unexpected expenses throw you off track? This episode of the Safe Money Retirement Show with Tim Wood explores why retirement spending often surges and dips, how healthcare and lifestyle choices can upend your budget, and why having both guaranteed income and flexibl…
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Can Your Power of Attorney Sell Your Real Estate? Find Out!
1:28
1:28
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1:28Can Your Power of Attorney Sell Your Real Estate 🔥 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 La…
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Mamdani vs. Cuomo, Michelle Obama's New Whining, and Bombshell UFO Reporting, with Victor Davis Hanson | Ep 1174
2:19:40
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2:19:40Megyn Kelly is joined by Victor Davis Hanson, host of "Victor Davis Hanson in His Own Words" on The Daily Signal, to discuss Andrew Cuomo’s weak performance during the mayoral debate, his failure to confront radical leftist Zohran Mamdani, Mamdani's persuasive attack on Cuomo's COVID failures, how Zohran Mamdani could convince wealthy New Yorkers t…
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October is Financial Planning Month: Here’s Your Checklist
12:48
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12:48October is known for cooler weather, pumpkins, and Halloween. But did you know it’s also Financial Planning Month? While it might not come with costumes or candy, it’s a perfect reminder to pause, take stock, and be intentional with your money. Get in touch with Mike: 🌐 Website: https://legacybridgewealth.com/ 📞 Phone: (912) 483-0452 📧 Email: msmit…
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$100K in Cattle at 20: The Move Dave Ramsey Hated (Ep. 324)
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33:53When Dave Ramsey told a 20-year-old rancher he made a “huge mistake” buying $100,000 in cattle, we had some thoughts. Spoiler: Dave doesn’t understand agriculture, leverage, or infinite banking. 👉 Follow Mary Jo Here: https://www.youtube.com/channel/UCXYvzroUouEMsTGKFw5nJHQ 👉 Get the book: https://www.farmingwithoutthebank.com/book/ In this fiery e…
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John Bolton Indicted, Jack Smith Speaks Out, Jay Jones Addresses Violent Texts: AM Update 10/17
20:51
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20:51Former Trump National Security Advisor John Bolton indicted on 18 counts for allegedly transmitting and unlawfully retaining classified defense information. Longtime State Department adviser Ashley Tellis arrested for hoarding over a thousand classified documents and meeting with Chinese officials in a suspected espionage case. Democrat Jay Jones g…
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