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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.
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Planning XChange

Jess Noonan & Peter Jewell

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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.
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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.
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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.
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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.
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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.
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Planning Unplugged

Womble Bond Dickinson (UK) LLP

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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.
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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.
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Digital Planning Podcast

Jennifer Zegel, Ross Bruch, and Justin Brown

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Listen to our digital planning podcast and learn about all things digital as to estate planning, business planning, and estate administration. Your hosts, attorneys Jennifer Zegel, Ross Bruch, and Justin Brown — will guide you through the digital world with the intent to keep you informed of developments and updates in this ever-changing space. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.
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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.
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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.
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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.
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Informed Decisions Independent Financial Planning & Money Podcast

Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)

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Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
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Booked on Planning

Booked on Planning

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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 ...
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Listen in as Chris Hammond teaches you how to easily plan for your retirement. In this podcast Chris Hammond, RICP® discusses: how to help you turn your retirement savings into a lifetime paycheck, Social Security, Medicare... and also dives deeps into some of the most popular personal finance books of all time with the goal of helping you more easily plan for an amazing retirement. Join the Retirement Planning Made Easy community by visiting www.RetirementPlanningMadeEasy.com.
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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.
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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 ...
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If you are feeling overwhelmed by planning your wedding and wondering how to plan a wedding, this podcast was created for you. Expert wedding planner, florist, venue owner, Non-profit CEO, digital wedding planning product creator, author, and speaker, Sarah Lizabeth is sharing her process for planning a wedding with you weekly. And now, Sarah will be your new best friend because just like a trusted friend, she won't sugarcoat anything about wedding planning. Listen to her successes and failu ...
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Financial Life Planning for Busy Parents

Mike Morton, CFP®, RLP®, ChFC®

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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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Get ready to experience the ALL NEW WAY to thrive throughout your engagement by embracing who you are, prioritizing what you value, and ultimately designing an unforgettable wedding celebration of your dreams! Welcome to the WEDDING PLANNING PODCAST, where we say “NO” to the $72 billion dollar wedding industry, and we say “YES” to a more joyful engagement season where your mindset, values & wedding strategy are all in perfect alignment with YOU. Ready to get started?
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Welcome to conversations about Advance Care Planning. This is the podcast where we talk about Advance Care Planning, what it is, how to do it and why it matters. Conversations about Advance Care Planning has grown from my passion to support professional understanding and promote public awareness about planning ahead. If you are a team looking to provide better end of life care, or set up a one off or complete education programme in end of life care head to https://www.speakformelpa.co.uk whe ...
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Your Retirement Planning Simplified

Joseph Curry, CFP Professional

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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 ...
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The College Planning Edge

Pearl and Andy Lockwood

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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
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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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Planning Phase Syndicate

Planning Phase Syndicate LLC

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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 ...
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***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.
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Orlando Holiday Planning

Orlando Insider Travel Agents

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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 ...
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The Bouquet Toss is no ordinary wedding planning podcast. So many couples seem to be seeking permission to plan their weddings on their own terms. We’re not here to tell you what to do or force any outdated rules upon you. Instead, we're diving into the history behind the many varied wedding traditions and trends, to share options and resources that will help you decide what to keep and what to toss from your wedding day plans. We believe you should have your day, your way and our goal is to ...
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Sam Stafford started posting on the 50 Shades of Planning blog in 2012 and in 2019 turned it into a podcast. 50 Shades of Planning is about the foibles of the English planning system and it's aim is to cover the breadth of the sector both in terms of topics of conversation and in terms of guests with different experiences and perspectives. 50 Shades episodes include 'Hitting The High Notes', which is a series of conversations with leading planning and property figures. The conversations take ...
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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.
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When dealing with a split family, is probate inevitable? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that’s easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfir…
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Daydreaming of a Disney Cruise Line voyage or have one planned? Listen as we help you navigate all the ins and outs of embarkation and disembarkation. Links: How to do embarkation day on Disney Cruise Line How to do disembarkation on Disney Cruise Line Quicksilver Tours and Transportation Walt Disney World Crowd Calendar 6 Step Disney World Plannin…
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In this week's podcast, Matt Robison and I, Mike Morton, delve into the world of charitable giving and the benefits of using a Donor Advised Fund (DAF) into your philanthropic strategy. A DAF functions like a personal account where you can deposit various assets, such as cash, stocks, or cryptocurrencies, which then become charitable donations. We …
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Investing is confusing. But there are some really savvy things you and your partner can be doing to set you up for the future you envision having together. We need real pros to dive into this topic, so today we are speaking with Emily Luk, CEO and cofounder of Plenty - a wealth platform built for modern couples to invest and plan towards their futu…
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In this week's podcast, I talk about Larry Fink, Warren Buffet, and my granny's kitchen. Larry Fink is renowned for his role as the CEO of BlackRock, one of the world's largest investment management firms. Much like Warren Buffett, Fink has earned a reputation as a visionary in the world of finance, leveraging his expertise to advocate for long-ter…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jake, and Rabih give an update on the recent market sell-off. They analyze the latest news about plans for student loan forgiveness. And finally, they discuss a recent study about what makes people feel rich. Book a free c…
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In the fourth episode we continue to explore the model of Getting Your House in Order, describing it as a how to guide for Advance care Planning. We reflect on the foundations, What Matters Most to a person, and build on our discussions to start thinking about who would support you to make decisions or make decisions on your behalf if you ever lost…
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An exciting week for spoilers as we get a preview article and more cards. Tonight the team will review each of the cards, talk about what they would like to see them played with, and if any of the cards feel like they are must-includes in new decks. They will also review a user submitted Leia Yellow deck to provide feedback and techniques Join us o…
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Sam Stafford was in Manchester recently and took the opportunity to catch up with friends of the podcast Greg Dickson and Claire Petricca-Riding. During a conversation recorded at Reform Radio they talked about another exciting few weeks in the fast-paced, ever-changing, rock and roll world of town and country planning. They talked about RPs not bi…
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#179 | What Should the Snowbirds Do? Are you a snowbird? Do you live in one state but own properties somewhere else? Do you need multiple Trusts? Don't worry. It's not as complicated as you might think! # | TITLE -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it wo…
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It’s the moment so many of you have been waiting for - FREE Dine and Drinks is back for 2025 at Walt Disney World. I’m going to be explaining how the offer works, plus some of my top Disney travel professional tips too. You'll find out: What is a table service restaurant? What's a quick service restaurant? What's the differences between the Disney …
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Visit: www.RetirementPlanningMadeEasy.com to watch the MasterClass webinar “Reaching Retirement & Thriving Beyond.” To watch this episode on YouTube visit: https://www.youtube.com/watch?v=oVWnKDnN1Zo In this episode Chris Hammond discusses some retirement headlines he came across about people having to go back to work after they already retired, an…
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We look at the various types of debt retirees might carry and the profound impact they can have on your financial well-being. You’ll gain an understanding of how mortgages, lines of credit, car loans, and credit card debt can shape your retirement lifestyles and long-term financial goals. We emphasize the importance of integrating debt reduction st…
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Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Judy Ocaya, who lives in California and retired in 2019. They talk about a wide array of retirement planning topics such as when Judy started getting serious about retirement planning, what she wishes he would have known earlier, how…
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Jeff’s guest is Julie Cassaday, a certified life coach and Level II Reiki Healer, whose unique approach to personal development and empowerment has transformed lives. Julie helps individuals reveal the best of themselves by untangling the obstacles to their goals. In addition to private coaching and Reiki, her work extends to communication and orga…
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Want a picture-perfect wedding day? Dreaming of golden hour wedding photos? We highlight key wedding planning truths. This podcast is for engaged couples who are stressed out with wedding planning and family expectations but want a fun wedding day. In today's edition, discover the importance of the 'Golden Hour' photos, managing toasts, and the evo…
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In episode 17 of the Global Travel Planning Podcast, Tracy Collins chats with guest Michelle Chang from the Intentional Travelers website. Michelle shares her wealth of knowledge on how to make full use of Google Maps for trip planning and navigation. Michelle's expertise in utilising Google Maps will revolutionise how you plan and execute your tra…
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Today we're doing a detailed review of critical LAST MINUTE wedding details that you’ll want to stay on top of in the 1-2 weeks leading up to your wedding day. Even if your wedding is still months away, this show is perfect for you to proactively make notes about some of the things you can anticipate in those final weeks before the big day! A detai…
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The Wedding Planning Process Podcast, where every step towards your dream wedding is made easier with expert guidance and insider tips. Join your host, Sarah Lizabeth, a seasoned wedding planner and enthusiast, as she delves into the intricacies of budgeting for your big day. Planning a wedding can be overwhelming, especially when it comes to manag…
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Many clients like the idea of helping a child, grandchild or other beneficiary with the purchase of a home to give the person a “head start” and a sense of independence. But this kind of transfer can have unanticipated, adverse consequences. This episode explores options and best practices for structuring transfers from a tax and non-tax perspectiv…
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💡Join Kelly Augspurger as she interviews Susan Kelsey, a certified aging life care specialist and the founder of Assistance Plus, in this insightful episode of the Steadfast Care Planning podcast. 👨‍👩‍👧‍👦 They discuss the important role of aging life care professionals in managing the care of older adults and the invaluable support they provide to …
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Welcome aboard! This week we share some thoughts on 5 things you could do differently on your next cruise. Don't just follow the crowd or get stuck in a rut. Word of the Day - Turnaround Day News - Take the Train, Juneau is making plans to make plans, Baltimore trying to open, and Cruise to the path of totality. Check out Back To the Mouse .com Fin…
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Joining host Tammi Caress in this episode of Navigating Estate Planning with Caress Law is Lori Eckel, a certified clinical social worker who focuses on palliative care, hospice, and serious illness. Tammi and Lori discuss the significance of living wills and advanced directives, emphasizing the part they play in a person's priorities and values, a…
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We've talked about probate here on the show before, but what does the process look like from start to finish? Join us for a special two-part series, where Nick will guide us through the steps involved when someone passes away. In this episode, we'll outline the key stages of the probate process (based in Ohio). Don't miss our next episode, where Ni…
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Is retiring at 65 crazy? In this episode, Mike and Marc are going to talk about one billionaire who thinks so. Stay tuned as they unpack this article on the Strategic Planning Podcast this week. Show Links & Info: SPC Investing: http://spcinvesting.com/ Schedule A Visit: https://talkstomike.com/저자 Mike Flanders
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Episode 43 of the SWP Podcast welcomes Sam Yeats from TeamForm. This is a very unique conversation that explores the' coal face' reality around how work is actually done vs how organisations are physically structured. The concept of planning around the delivery teams has huge relevance in the SWP world however is often overlooked in preference for …
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Discover the untold stories of America's most resilient towns with Michelle Wild Anderson, whose book "The Fight to Save the Town: Reimagining Discarded America" weaves a compelling narrative of hope and renewal. In this episode we talk about how local governments and everyday citizens band together to overcome adversity with stories like the reope…
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In PX115 our guest is Liz Mackevicius. Liz is an urban planner who has taken a new role as an organisational coach for those in the built environment industry. She will be leading the Planning Institute of Australia (PIA) program ‘Pathway to Lead’. Information about the program, and the link to register for the session is: https://www.planning.org.…
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In this episode of Planning Reimagined, Celeste, Michael, and Kris are joined by Jeff Bermis, Managing Partner of Silver Horn Capital, to discuss wealth management through real estate and the intricacies of 1031 exchanges for tax deferment. They unravel the complexities of swapping investment properties, the evolution of Delaware Statutory Trusts, …
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This episode our Planning Aces emphasize the importance of leveraging one's breadth of experience, stepping beyond traditional FP&A roles, and focusing on execution to bring significant value to organizations. They also emphasize the evolving nature of finance professional interactions and the idea that strategic insights can serve as catalysts for…
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How is the planning sector impacting women and how do we do better? Our host and managing associate James Clark is joined by legal director Sarah White, senior lecturer in planning at Leeds Beckett University Dr. Karen Horwood, and PHD researcher at the University of the West of England Jenna Dutton to talk about how the planning system and its imp…
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4/1/24 episode of College Coffee Talk (Mondays 10am EST Facebook.com/lockwoodcollegeprep): The FAFSApocalypse - signs of relief? Harvard - Safety School? The first 100K per year college (not a sick April Fool's joke) More! For 11th graders: Get College Ready Summer Applications and Essays Bootcamp: LockwoodCollegePrep.com/bootcamp…
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Join us as we look back at Patrick Robinson’s long and successful career ahead of his retirement. Patrick was one of Town Legal’s founding partners and the firms’ first Managing Partner. Starting his career before the advent of mobile phones and emails, Patrick has had a very impressive career, and we discuss some of his key highlights (and a few l…
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Join Justin Brown, Jen Zegel, and Ross Bruch as they delve into the digital world of influencer planning on the latest episode of the Digital Planning Podcast, featuring the esteemed Laura Giles of Ballard Spahr. Tune in to gain valuable insights and learn more about estate and business planning for influencers. #digitalplanning #influencers…
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In the first of a trio of ‘how did we get here?’ podcasts, Daniel Henderson, planning and environmental barrister at No 5 Chambers, maps out the key stages in policy change, case law and legislative action which changed the way that we plan development, starting with the advent of localism.저자 Richard Kimblin KC
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In this episode, Arielle and Jordan explore how experiences and learning new skills in high school can shape students' college majors. They share tips for students who are unsure of what to study, including trying new activities, considering colleges that support student exploration, and utilizing tools like personality assessments and online resou…
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