The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
…
continue reading
Content provided by Nichole Stohler and Mike Stohler. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nichole Stohler and Mike Stohler or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Similar to The Richer Geek
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Decoder is a show from The Verge about big ideas — and other problems. Verge editor-in-chief Nilay Patel talks to a diverse cast of innovators and policymakers at the frontiers of business and technology to reveal how they’re navigating an ever-changing landscape, what keeps them up at night, and what it all means for our shared future.
…
continue reading
Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
…
continue reading
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
…
continue reading
How can business help solve society’s biggest challenges? Welcome to Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. Hosts Femi Oke and Lizzie O’Leary talk to industry innovators, tech trailblazers and visionary leaders from around the globe about timely topics: from the climate transition to AI and data; and from the future of food to how we build, move and power the world.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
We already have many of the climate solutions we need. But scaling them is hard. The Green Blueprint is a show about the people who are architecting the clean economy. Every other week, host Lara Pierpoint profiles the founders, investors, and organizational leaders who are solving complex challenges in the quest to build climate technologies fast.
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
))
Trusts & Legacy: Why South Dakota Leads in Planning
Manage episode 502759279 series 2564698
Content provided by Nichole Stohler and Mike Stohler. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nichole Stohler and Mike Stohler or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
What if your wealth could be preserved for generations, without family conflict, excessive taxes, or probate headaches? In this episode of The Richer Geek, we’re joined by Antony Joffe, Chairman of Sterling Trustees, to break down the world of trusts. From South Dakota’s unique laws to protecting your family legacy, Antony shares insights every entrepreneur, professional, and future planner should know.
In this episode, we chat about…
- Antony’s career journey from CPA and investment banker to building Sterling Trustees with his father.
- Why family trustees often create conflict (and legal risk) and how corporate trustees solve that problem.
- How South Dakota became the trust capital of America and what makes its laws stand out.
- Real-world protections trusts can offer against creditors, lawsuits, divorce, and even poor financial decisions.
- The role of technology and the future of trusts, from AI-drafted documents to blockchain accounting.
- Why entrepreneurs, especially in high-tax states like California, should consider trusts early in wealth planning.
- Trusts aren’t just for billionaires. Even middle-class families can use them to preserve wealth and reduce probate costs.
- South Dakota leads the nation in progressive trust laws, offering tax advantages, asset protection, and strong privacy features.
- Corporate trustees provide expertise and neutrality, preventing family disputes and ensuring compliance with fiduciary duties.
- Trusts can be customized for flexibility, from staggered payouts to charitable giving, while safeguarding against divorces or creditors.
- Tech is reshaping trust management, with AI simplifying documents and blockchain promising long-term transparency.
- Start planning earlier than you think. Even in your 30s or 40s, a trust can protect future business exits, stock options, or inherited assets.
Resources from Antony
LinkedIn | sterlingtrustees.com | Tax Savings Calculator | Contact Antony: 610-314-8590
Resources from Mike and Nichole
103 episodes
Share
Manage episode 502759279 series 2564698
Content provided by Nichole Stohler and Mike Stohler. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nichole Stohler and Mike Stohler or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
What if your wealth could be preserved for generations, without family conflict, excessive taxes, or probate headaches? In this episode of The Richer Geek, we’re joined by Antony Joffe, Chairman of Sterling Trustees, to break down the world of trusts. From South Dakota’s unique laws to protecting your family legacy, Antony shares insights every entrepreneur, professional, and future planner should know.
In this episode, we chat about…
- Antony’s career journey from CPA and investment banker to building Sterling Trustees with his father.
- Why family trustees often create conflict (and legal risk) and how corporate trustees solve that problem.
- How South Dakota became the trust capital of America and what makes its laws stand out.
- Real-world protections trusts can offer against creditors, lawsuits, divorce, and even poor financial decisions.
- The role of technology and the future of trusts, from AI-drafted documents to blockchain accounting.
- Why entrepreneurs, especially in high-tax states like California, should consider trusts early in wealth planning.
- Trusts aren’t just for billionaires. Even middle-class families can use them to preserve wealth and reduce probate costs.
- South Dakota leads the nation in progressive trust laws, offering tax advantages, asset protection, and strong privacy features.
- Corporate trustees provide expertise and neutrality, preventing family disputes and ensuring compliance with fiduciary duties.
- Trusts can be customized for flexibility, from staggered payouts to charitable giving, while safeguarding against divorces or creditors.
- Tech is reshaping trust management, with AI simplifying documents and blockchain promising long-term transparency.
- Start planning earlier than you think. Even in your 30s or 40s, a trust can protect future business exits, stock options, or inherited assets.
Resources from Antony
LinkedIn | sterlingtrustees.com | Tax Savings Calculator | Contact Antony: 610-314-8590
Resources from Mike and Nichole
103 episodes
All episodes
×
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.
Similar to The Richer Geek
The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Decoder is a show from The Verge about big ideas — and other problems. Verge editor-in-chief Nilay Patel talks to a diverse cast of innovators and policymakers at the frontiers of business and technology to reveal how they’re navigating an ever-changing landscape, what keeps them up at night, and what it all means for our shared future.
…
continue reading
Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
…
continue reading
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
…
continue reading
How can business help solve society’s biggest challenges? Welcome to Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. Hosts Femi Oke and Lizzie O’Leary talk to industry innovators, tech trailblazers and visionary leaders from around the globe about timely topics: from the climate transition to AI and data; and from the future of food to how we build, move and power the world.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
We already have many of the climate solutions we need. But scaling them is hard. The Green Blueprint is a show about the people who are architecting the clean economy. Every other week, host Lara Pierpoint profiles the founders, investors, and organizational leaders who are solving complex challenges in the quest to build climate technologies fast.
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
