Planning 공개
[search 0]
Download the App!
show episodes
 
Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
  continue reading
 
Artwork

1
Planning XChange

Jess Noonan & Peter Jewell

Unsubscribe
Unsubscribe
매달
 
Planning Xchange is an interview series of built environment professionals doing interesting work beyond the ordinary. Guests include town planners, architects, urban designers, landscape architects, academics, historians, CEO's (and much much more!). Featuring podcast hosts Jess Noonan and Peter Jewell.
  continue reading
 
***Voted "Most Informative Podcast" in the Disney Podcast Awards*** A Disney World planning show covering topics that include touring plans, packing tips, travel with kids, Disney Dining Plan, which rides to ride, Disney resorts, magical touches to add to your trip + lots more. Visit WDWPrepSchool.com for even more tips.
  continue reading
 
Financial and retirement planning guidance from Mike Flanders of the Strategic Planning Corporation in Colfax, NC. We’ll strive to make sure you have a clear view of all the issues that impact your decisions so that you’re prepared for your financial future.
  continue reading
 
Artwork
 
Welcome to the Planning & Beyond podcast with Ashley Quamme, where we highlight leaders transforming the financial services industry. Our guests empower advisors and clients alike with practical insights. We emphasize self-care for practitioners to enhance client service. Join us to deepen client relationships, improve communication, and grow personally. It’s all about planning... and beyond.
  continue reading
 
Artwork

1
Planning Unplugged

Womble Bond Dickinson (UK) LLP

Unsubscribe
Unsubscribe
매달
 
Plan ahead with Planning Unplugged, the podcast series from Womble Bond Dickinson. In each episode, join members of the firm's UK planning team as they discuss changes in the sector - from biodiversity net gain to application fees - and what it means for you.
  continue reading
 
Welcome to Planning Reimagined, a podcast by Robin Glen that gives you an exclusive peek into the wealth-building strategies of high-net-worth individuals. In every episode, we discuss the intricate world of securing wealth and creating a lasting legacy, exploring actionable strategies and insightful discussions to empower you on your journey.
  continue reading
 
Hosted by Jeffrey Bellomo, Esq., CELA, LLM, and over 20 years of experience practicing in estate planning. We’ll discuss all things Estate Planning and Law. Our mission is to help educate so that what happened to the Bellomo family doesn’t happen to you. We hope to answer your most burning questions and support you with a solution to estate planning that works for you and your loved ones.
  continue reading
 
This is a podcast by Josh Key, owner and managing attorney of Key Law. Key Law is an Alabama law firm that takes the headaches out of estate planning and probate so that families can focus on what's important. This podcast will examine and explain estate planning and probate strategies and concepts, from a real lawyer, to help you determine how to get the best estate plan for you and your family.
  continue reading
 
Embark on a journey with us around the world. The global travel planning podcast is filled with travel inspiration, itinerary ideas, real life adventures, practical tips and insights to fuel your wanderlust and help you make your travel dreams a reality.
  continue reading
 
Do you know what will happen to your loved ones when something happens to you? If you don’t know the answer, or don’t like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.
  continue reading
 
Artwork
 
Booked on Planning is a podcast that goes deep into the planning books that have helped shape the world of community and regional planning. We dive into the books and interview the authors to glean the most out of the literature important for preparing for AICP certification and just expanding your knowledge base. ​We are all busy with our day to day lives which is why we condense the most important material into short 30 minute episodes for your commute, workout, or while you are cleaning u ...
  continue reading
 
Artwork
 
With Richard Kimblin KC, No5 Chambers and guests provide expert commentary on planning & environmental law; planning appeals; judicial review; local authorities; and the housing and development issues facing England and Wales.
  continue reading
 
Artwork
 
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 ...
  continue reading
 
Have We Got Planning News for You is a light-hearted review of the last two weeks developments by five barristers from across the Planning Bar: Paul Tucker KC, Mary Cook, Sasha White KC, Charles Banner KC and Christopher Young KC. We invite a special guest from the most influential ranks of the Planning World, and we host a special topic each week from Garden Cities to Planning Reform. The views expressed by our guests are their own and do not necessarily represent the views of the panellists.
  continue reading
 
Gain expert knowledge, share hearty laughs, and discover the best tips to maximize your budget and wedding planning experience. I’m Michelle, your host and a fun-loving wedding planner with over 20 years of experience. I share invaluable insights and industry secrets to empower you on your path to 'I Do.' 🎉 We celebrate inclusivity here, making this podcast a perfect companion for EVERYONE planning their wedding. 👰🤵 🌎 🤝 🏳️‍🌈👭👬
  continue reading
 
Congratulations on your engagement! The Pre Nup is a wedding planning podcast to help you plan for your big day! Each week, we are joined by the top wedding professionals, celebrity brides, and more to discuss wedding inspiration, wedding planning mistakes, wedding tips, wedding advice, and wedding trends! Subscribe now or forever hold your peace!
  continue reading
 
Every week, Don Fox of Fox Group Private Wealth Management shares his Financial Planning advice with you. With over 35 years of experience, Don has advised clients on the A-Z’s of Financial Planning. It’s that experience that brings a down to earth approach to help you navigate today’s financial stressors. To quote Don, “It all starts with a comprehensive financial plan” and every week Don and his team share real life financial stories and solutions.
  continue reading
 
Steadfast Care Planning is for people who want to learn how to best plan for their longevity including how to navigate extended care, long-term care insurance options, and other challenges that older adults face. Join Kelly Augspurger, Certified Senior Advisor (CSA)® and long-term care insurance specialist as she has thought-provoking conversations with industry professionals. Tune in as Kelly guides you on how to plan for care to live well.
  continue reading
 
Artwork

1
Orlando Holiday Planning

Orlando Insider Travel Agents

Unsubscribe
Unsubscribe
주마다
 
Planning a holiday to Orlando? Everything you need to know for your holiday to Walt Disney World, Universal Orlando, Legoland Florida, plus cruises from Port Canaveral & Miami and more! Listen to unbiased and independent reviews of hotels, theme parks, restaurants, cruise ships and airlines, along with all the best tips and hacks for your holiday to Orlando. And why do all the hard work of planning your Walt Disney World holiday when you can let your own Orlando Guru do it all for you. Leave ...
  continue reading
 
Artwork
 
College planning tips , strategies and various & sundry, not necessarily politically-correct thoughts on the whole college application and scholarships kit and kaboodle. Brought to you by Pearl and Andy Lockwood, best-selling authors, financial aid and admissions consultants based in Long Island New York, a/k/a one of the spazziest places on earth for college stress, weird ultra-competitive behavior by parents and teens! For more info, visit www.LockwoodCollegePrep.com
  continue reading
 
McGuireWoods is thrilled to announce the launch of a new podcast hosted by Steve Murphy, chair of the firm’s private wealth services practice group. “Legacy Planning, Once Removed” explores estate planning and provides steps for the management of wealth throughout life and upon death. Steve showcases meaningful ways to pass wealth on to others and accomplish donors’ financial short- and long-term goals. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficia ...
  continue reading
 
Artwork

1
Financial Life Planning for Busy Parents

Mike Morton, CFP®, RLP®, ChFC®

Unsubscribe
Unsubscribe
매달+
 
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 ...
  continue reading
 
Artwork

1
Your Retirement Planning Simplified

Joseph Curry, CFP Professional

Unsubscribe
Unsubscribe
주마다
 
Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. T ...
  continue reading
 
Artwork

1
Planning Phase Syndicate

Planning Phase Syndicate LLC

Unsubscribe
Unsubscribe
주마다
 
Planning phase syndicate is a collective of X-Wing miniatures game players, sharing their experiences with the game. They will strive to bring you a variety of content from training and how to videos all the way to streamed games and hot meta-takes. The show’s focus Will be both to teaching new players as well as helping to hone those veterans skills. With fun, educational, and creative content, they will endeavor to add value to the listeners X-Wing experience. With some in-depth discussion ...
  continue reading
 
Artwork

1
Planning for Inheritance

Katherine Fox, CFP®, CAP®

Unsubscribe
Unsubscribe
매달
 
Get the information you need to manage an inheritance or plan for one decades in the future. Katherine Fox, CFP®, inheritor and founder of Sunnybranch Wealth, interviews experts who work with inheritors and understand how to navigate the confusing landscape after someone dies. Death touches every aspect of our lives, and this podcast does too.
  continue reading
 
College planning is stressful! We bring you the latest news on choosing a good fit college, presenting yourself effectively in college applications, writing effective college essays, building a successful high school resume, and navigating the college admission process successfully.
  continue reading
 
Artwork
 
Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifically towards residents of Ohio, this podcast is y ...
  continue reading
 
Loading …
show series
 
Send us a Text Message. In this episode, Arielle and her teammate, Arrin Dutton discuss how seniors can prepare for the application season. They chat about deadlines, essays, testing, and letters of recommendation. This is a jam-packed episode with everything students need before they apply!저자 Arielle Villanueva
  continue reading
 
# 235 | I Got Kids, A House & A Business - Where Do I Start? Sound like "lions, tigers and bears, oh my"? It may seem like a lot, but actually your core plan doesn't have to be as complicated as it sounds. In this episode we break down the basic documents every adult age 18 or older needs, as well as what a family with property and a business may w…
  continue reading
 
The Federal Estate Tax has quietly stayed in the background for most, thanks to its high amount that can pass tax free at death. But starting January 1, 2026, everything changes, potentially impacting many more estates. Tune in to our podcast for essential strategies to reduce your tax burden and protect your legacy before it's too late! In this Ep…
  continue reading
 
Are you telling yourself financial lies? In this episode, Mike and Philip are back to share a more few lies people often tell themselves about money and retirement. Some of these could be severely holding you back, so stay tuned! Show Links & Info: SPC Investing: http://spcinvesting.com/ Schedule A Visit: https://talkstomike.com/…
  continue reading
 
When it comes to estate planning, one of the biggest concerns is taxes. What will be owed? How will these taxes be paid? How much can actually be passed along to your heirs? Join us as we dive into the various taxes trustees and executors need to be aware of when settling an estate. Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincin…
  continue reading
 
Have you heard these retirement myths? The 4% rule is the only safe withdrawal rate, asset allocation doesn't matter in retirement, and setting a fixed withdrawal rate is the best strategy. But is it true? In this episode, Joe speaks with Bill Bengen, a seasoned financial advisor who is widely recognized for his pivotal role in introducing the 4% r…
  continue reading
 
Listener Q&A where Andy talks about: How to know if your 401(k) is good ( 5:57 ) Is it safer to bank at multiple banks instead of just one ( 14:33 ) How much tax should you withhold from your Social Security ( 21:10 ) Whether each spouse needs to take out excess Roth IRA contributions if only one spouse's income put their Married Filing Joint total…
  continue reading
 
Joshua Hummer found that he had a passion for helping people with the intricacies of elder law and estate planning. However, he soon noticed a recurring issue among his clients. While his work fulfilled their needs for wills and trusts, it did not address their deeper concerns about family relationships and values. Recognizing this, Josh developed …
  continue reading
 
Why does money evoke such deep emotions? Discover what participants in the Women's Money Circle, held at the recent Dentist Money Summit, learned about their relationship with money and why incorporating personal values into financial decisions brings clarity. On this Dentist Money Show, Matt, Victoria, Lauren, and Productive Dentist Academy’s Chri…
  continue reading
 
Michelle hosted a Wedding Planning Happy Hour last year for a large group, primarily brides, and answered numerous wedding planning questions from all stages of the process. Listen in to learn a great deal from this episode and hear about others' experiences with planning their weddings. Want to listen Ad-free? Click HERE to become a premium subscr…
  continue reading
 
Welcome to episode 24 of the Global Travel Planning Podcast! In this week's episode, we dive into the fascinating world of full-time travel with our special guest, Michelle Chang. Michelle, a digital nomad and travel expert, joins us to share her journey from a traditional career to a life of travel and adventure with her husband. We'll explore her…
  continue reading
 
Wondering how to keep your wedding guests entertained beyond the usual DJ or band? This podcast is for engaged couples who are stressed out with wedding planning and family expectations but want a fun wedding day. Today learn insider tips on how to create a memorable guest experience at your wedding. From selecting a greeting committee to adding su…
  continue reading
 
Welcome to the second episode of Short Takes, a three-part miniseries from the American Planning Association. Short Takes, hosted by Sophia Burns, brings listeners into the field with planners pursuing inventive new approaches to everyday issues: community engagement, land use and zoning, and career advancement. In this episode, we dive into the jo…
  continue reading
 
Dwell time, the time in which it takes for a cleaning product to work on a targeted material in art conservation, serves as a profound metaphor for the immigrant experience in author Rosa Lowinger's book of the same name. "Dwell Time: A Memoir of Art, Exile, and Repair", begins with Rosa's family's escape from Jewish persecution to their new home i…
  continue reading
 
Tyler brought his partner and an infectious energy to his second adult trip to Walt Disney World. He shares about their stay at the Grand Floridian, how they celebrated a special occasion, and as a theme park person what he thinks Disney does well. His advice: “Be happy you’re there and live in the moment.” Post trip begins: 36 minutes Links: Groce…
  continue reading
 
🏰 Orlando Insider can help you create magical Orlando Holidays. Leave the hard work to us with FREE Disney World Holiday Planning. Add even more fun with Universal Orlando, Legoland Florida and cruises from Port Canaveral & Miami. 🕐Queue less at Walt Disney World - save up to 4 hours per day when you book with us! https://www.orlandoinsider.co.uk 💫…
  continue reading
 
Welcome to The PreNup, the wedding-obsessed podcast designed to help you plan your dream day! I'm your host, Adriana, and each week, I’m joined by the industry’s top professionals, celebs, influencers, and friends who are sharing their best tips, advice, and mistakes they've made so you don’t have to. In this episode, we are thrilled to welcome Dan…
  continue reading
 
Exciting first weekend of Tournaments happening as two 1K tournaments happened in Iowa and Oregon. The team reviews the data from these events and talks about some of the early meta decks that are coming forward. OP announcements also happened this weekend, and the team reviews what the future of OP looks like for Unlimited. Also this episode JJ su…
  continue reading
 
Welcome aboard! This week we explore the ultimate weekend or the biggest weekend on the Utopia of the Seas with Sarah Goff of Touring and Cruises. We hear about her whirl wind time on the ship. Is this the right ship for you? Do you want a weekend get away? How is it different from other Oasis ships? Lots to discover on the Utopia. Word of the Day …
  continue reading
 
Originally a webinar aired July 17, 2024... College consultant Andy Lockwood of Lockwood College Prep grills head tutor Marissa U on the latest suprise-not-surprise announcement about the ACT. See LockwoodCollegePrep.com and LockwoodTestPrep.com for webinars and more information about our college advisory and SAT and ACT prep offerings.…
  continue reading
 
In PX119 our guests is Kylie Legge of Place Score (https://www.placescore.org/about-place-score/). Kylie is a leading voice in placemaking, an architecture graduate, planner, place maker, author, facilitator, curator and entrepreneur. She is founding Director of Place Partners, a multidisciplinary placemaking consultancy based in Sydney, Australia …
  continue reading
 
Is the secret to exceptional financial advising hidden in your own self-awareness? Join me, Ashley Quamme, and Dr. Meghaan Lurtz in this episode of Planning and Beyond as we explore the crucial role of self-awareness in financial planning. We discuss how personal biases, money stories, and experiences shape professional advice and client interactio…
  continue reading
 
Kym Mead from Mead Consulting explains what Passivhaus certification is, how the process works and why there is a difference between certified Passivhaus buildings and those that just adopt a 'Passivhaus principles' approach. Check out the show notes for more information.저자 Ben Adam-Smith
  continue reading
 
"A different strategy is going to be one that can be flexible and solve these issues better than the 4% rule.” Can you really rely on the 4% rule for a comfortable retirement? In this episode, our host Danny Gudorf tackles this controversial topic head-on, revealing why this popular rule might lead you astray. Danny dissects the four major pitfalls…
  continue reading
 
Send us a Text Message. 🎙️Welcome to another enlightening episode of the Steadfast Care Planning podcast! In today's discussion, host Kelly Augspurger dives deep into the world of Continuing Care Retirement Communities (CCRCs) with special guest Molly Good, the Regional Marketing Director for Otterbein Senior Life. ✨ This conversation is a must-lis…
  continue reading
 
How do high-networth families use life insurance as a wealth-building tool? In this episode of Planning Reimagined, we continue the series of the family office and welcome Jay Judas to discuss the intricacies of using life insurance in estate planning for affluent families. This discussion covers the strategic implementation of irrevocable trusts t…
  continue reading
 
In this episode, Mike Morton and Matt Robison discuss the incredible benefits of Health Savings Accounts (HSAs), which offer a unique way to save money without losing any to taxes. Learn how HSAs provide a "triple whammy" of tax advantages: contributions are tax-deductible, funds grow tax-free, and withdrawals for qualified medical expenses are tax…
  continue reading
 
An easy-to-digest recap of stock market and economic performance in the second quarter of 2024 and my view on what's coming next. Connect with Katherine and Sunnybranch Wealth: Get my FREE guides for inheritors: sunnybranchwealth.com/newsletter-download Blog: sunnybranchwealth.com/blog Instagram: instagram.com/sunnybranchwealth/ Book a FREE consult…
  continue reading
 
With desire to build new housing and developments in the UK remaining strong, how does planning impact building up rather than out? Join managing associate James Clark and partner Sarah White from Womble Bond Dickinson as they chat with Michael Forrester, the head of development management at Lewisham Council, about the unique needs tall buildings …
  continue reading
 
Episode 52 of the SWP Podcast celebrates the growth and evolution of the SWP function at RTX (formerly Raytheon) in meeting the two newest members of the team ahead of SWP Conference - Austin. Valentina Bernal and Janelle Hawes provided wonderful insights into the approach RTX have taken to develop a skills architecture across an organization of 18…
  continue reading
 
On this episode we talk about the potential advantages of transferring wealth, but also the potential pitfalls — and the terrible irony that transferring wealth in the wrong way, at the wrong times or for the wrong reasons can sometimes have negative consequences. In this episode, we explore the sad situation of a beneficiary who suffers from subst…
  continue reading
 
Probate Process Explained: How to Open a Probate and Simplify Estate Planning. Are you wondering how to start the probate process? Look no further! Attorney Josh Key breaks down the steps for opening a probate so you can focus on what truly matters. Don’t let the court confuse you - let us help you navigate through the estate planning and probate p…
  continue reading
 
On the latest episode of Planning Aces three dynamic CFOs—Robert Cornella (RNDC), Karen Williams (American Express Global Business Travel), and Tony Querciagrossa (Pinstripes)—share a menu of FP&A insights and experiences. Robert Cornella emphasized the importance of understanding value chain economics and achieving operational harmony within compl…
  continue reading
 
Still undecided or interested to understand what to expect from the newly elected government? Join us as we interview three special guests on the parties’ manifestos – Steve Quartermain (former Chief Planner) on planning and housing policies, Duncan Field (Town Legal) on energy and environment policies, and John Walker (CT Group) on politics and pl…
  continue reading
 
Our Special Guest this week is Professor Samer Bagaeen BSc MSc MBA PhD MRTPI FRICS, Professor of Planning & Resilient Systems at the University of Kent. Decision of the Supreme Court dated 20 June 2024 in R (Finch) v Surrey County Council [2024] UKSC 20, about the necessary scope of an environmental impact assessment in respect of downstream greenh…
  continue reading
 
Loading …

빠른 참조 가이드