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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.
 
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.
 
Listen to MacMillan Estate Planning's regular podcasts, as featured on CHQR's Talk to the Experts, to understand all the ins and outs of estate planning to effectively safeguard your significance. MacMillan Estate Planning offers a holistic approach to estate planning with all the people, processes, and technology that you need to plan your estate – either in person or virtually. Our team of lawyers, accountants, financial planners and counsellors offer a refreshing alternative to the banks, ...
 
The SMSF Strategy series is hosted by Chris Reed from Business Concepts Group (BCG). The eight-part podcast series covers key areas involved in having a Self Managed Super Fund including Fund Structure, property investing, Gearing, the family super Fund, Tax planning and Estate Planning. SMSF’s are becoming more and more popular but many Funds operate at a basic level. This series looks at helping trustees take their SMSFs to the next level and maximise the benefits of the SMSF. Chris also h ...
 
The Women in Focus (WIF) Podcast series is hosted by Sarah Power from Business Concepts Group (BCG). The eight-part podcast series goes through the various financial issues facing women, how they impact on their finances and what can be done to get them in order. The series covers the latest news in Financial Planning, Investing, Superannuation, Estate Planning, Financial Health, Debt Management and Women in Business. Sarah also hosts the News and Views podcast and joins BCG’s Chris Reed in ...
 
About two-thirds of Americans do not have an estate plan. That means when they die, the government decides the fate of their family and their fortune. Join Board Certified Estate Planning, Trust and Probate Law Specialist Attorney Bob Bergman for “Plan Your Estate Radio,” and discover what you should do to protect your rights. Bob’s 35 plus years of estate planning experience coupled with his easy manner and straightforward talk make this one of the most compelling hours on talk radio today!
 
Wealth Through Real Estate Investing Show with Dwaine Clarke is a show that provides actionable content focused on creating Wealth, Cash Flow and Financial Freedom through Real Estate. Through stories, advice and tips of highly successful and active real estate investors and thought leaders we provide listeners the tools they need to succeed and reach the lifestyle they always wanted. Show topics include: Passive Real Estate Investing, Real Estate Syndications, Multifamily Real Estate, Comme ...
 
Modern Family Matters is a podcast based out of Portland, OR that discusses a variety of different topics, ranging from divorce and custody to adoption and estate planning. We believe that there is no such thing as "broken" family, and that true family can take on many different forms. Join our host, Steve Altishin, as he interviews attorneys and other industry professionals on all matters pertaining to the modern family.
 
As a lawyer / engineer / MBA, how can you achieve FIRE (financial independence, retire early) rapidly to quit the rat race, pursue your passions, and live life on your own terms? Andrew Chen – founder of the Hack Your Wealth Blog and lawyer, financial expert (CFA graduate), and tech industry veteran – shows you strategies and tactics to (1) earn, (2) save, (3) invest, and (4) protect as a high earner so that you can build massive wealth and create a portfolio that’s a FIRE machine. Through s ...
 
Welcome to the AICPA Personal Financial Planning Section podcast channel. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues. Visit us online at https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.
 
Money Talks is your trusted resource for your money, your future, your life. We discuss current market conditions and financial planning encompassing spending, saving, taxes, investments, insurance, retirement, estate plans, and more. We are here to answer your financial questions—email drgene@henssler.com or call 1-855-429-9166. Money Talks also airs Saturdays on 920 AM WGKA in Atlanta. Money Talks is Atlanta's longest running, most respected money show on radio.
 
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
 
Featured on HGTV's "House Hunters International" (2004 - 2012). To this day no other real estate professional/real estate organization has been featured on "House Hunters International" for 8 consecutive years! => Go to the "Playlist" tab to see and listen to our many shows! This is the official Podcast Channel for the Compass TV Network & Compass Group International. Here, we will show you how to create the "Ultimate International Lifestyle!" Subscribe and "set yourself FREE!" Live in multi ...
 
The Larry Harbolt Podcast is brought to you by The Real Estate Institute of Advanced Strategies. This show will teach any real estate investor how to buy and sell real estate for long term wealth and prosperity. Listen to real estate investing legends discuss the timeless methods used to acquire real estate. Larry discusses many strategies including but not limited to Seller Financing, Land Trusts, Options, Negotiations, Tax Planning, Asset Protection, Wholesaling, Lease Options, Contract fo ...
 
This podcast is catered to the average investor or entrepreneur. In an interview-style format, we bring in experienced guests to help break down concepts in a digestible and de-jargoned conversation. We dive into topics such as investing in stocks, bonds, options, cryptocurrency, and other asset classes. We bring on business leaders to bring insight into various up-and-coming industries. Other weeks, we may discuss how to launch a business, be successful in managing a business, and even some ...
 
Chase Maher takes you on his journey to financial freedom through Real Estate Investing, Passive Income Sources and Lifestyle Mastery. Discover how you can create a life worth chasing by investing in yourself and your future with proper decisions and planning without sacrificing your fun and enjoyment along the way. You’ll learn from Chase and his highly successful friends how they’ve built their businesses around their lifestyle as they share what has worked and what hasn’t so you can make ...
 
Attorney Sonia D. Coleman provides valuable advice about the many law-related issues people face in their daily lives. Sonia interviews esteemed subject matter experts to offer helpful tips to think about when confronted with tough issues, whether you're starting a business, doing estate planning, caring for your elderly parent, and much more.
 
A regular podcast from your host Ian Walmsley. Join him every week for a dynamic podcast with Ian and his guests on how to seize the opportunities out there before others do! You will learn about planning from a developer’s eye, you will benefit and learn together from the mistakes that Ian makes. He is very grateful for the opportunities that he has had and would love to share these with you his listener. Ask questions on any property related subject to ian@propertyonfire.co.uk - he and his ...
 
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-- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more…
 
Whether you're planning to have children in the future or you choose not to at all, it's important to have a plan in place for what happens to your estate when you pass. Nick discusses ways you can make sure your assets go where you want them to when that day comes. Contact: 513-463-6789 info@CincinnatiEstatePlan.com…
 
General Power of Appointment vs Limited Power of Appointment -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk m…
 
Anyone buying or selling a house in Madison – and likely even those who aren't – know that the residential real estate market has been hot. But are we in the midst of a Madison housing bubble or is this trend here to stay? Nate, who has a strong background in real estate, and Mitch welcome Associate Broker Matt Winzenried from Matt Winzenried Real …
 
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Principal Jennifer Thomas, CFP®, and Associate Michael Griffin, CFP®, to cover the Fed’s latest comments about inflation during the June monetary policy meeting. They also cover the Producer Price Index and retail sales. Michael and Jennifer discuss the importa…
 
TEDx Speaker, #1 Bestselling author of The Six Habits and Life Mastery Coach, Laura DiBenedetto teaches how to create the life of our dreams without sacrificing what we love. Laura is the founder and CEO of the award-winning marketing company, Vision Advertising, located in the greater Boston area. Laura created, built and ran the growth-oriented e…
 
Jay & Tom discuss newly released stats from Maryland Realtors on market conditions comparing May 2020 to May 2021. These stats show a nearly 50% increase in homes sold. They also dig into the latest stats on homes for sale and under contract in MD, WV & PA. Tune in to get the most up to date info. House of the Week: 12362 Liberty East Terrace, Unio…
 
States have ramped up their methods for generating revenue in recent years and the pandemic has added more complexity with many employees working from home. In this episode of the PFP Section podcast, Lauren Minch interviews state tax expert and attorney Mark Klein to get his take on the following topics: When do employees need to beware of double …
 
-- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more…
 
10min Expat Thailand EP233: Photographers Dream! Bring your DSLRs, Professional Lenses, and Drones!A camera phone will not capture the true essence of Thailand! Bring your Pro Gear!Please Subscribe to our Podcast & YouTube Channels - over 200+ Episodes! Spotify - Anchor - Soundcloud Podcast Channels: @WillRoadhouseiTunes - Amazon Music Podcast Chan…
 
10min Expat Thailand EP232: Mall Food! The Best Restaurant Franchises to EAT!Thai malls are filled with a ton of awesome places to dine. Here are some of our favorites!Dessert Cafe's Name: After You (located in every Thai Mega Mall).Please Subscribe to our Podcast & YouTube Channels - over 200+ Episodes! Spotify - Anchor - Soundcloud Podcast Channe…
 
Lee was practicing as a physical therapist when he realized his true passion was building his own business and investing in real estate. He has taken this passion and considerable action to quickly build a portfolio with several small apartment buildings. Lee is the founder and visionary behind Threefold Real Estate Investing, and he’s committed to…
 
What is the difference between an amendment to your trust and a restatement of you trust? If you need to update your trust (most people have to update it as their lives change), you might need a simple amendment or a complete restatement. What’s the difference? Watch to learn more. -- I love helping people and make these podcasts to help non-lawyer…
 
Five reasons why tax and estate attorneys might want to recommend multiple non-grantor trusts for tax benefits for their clients. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice…
 
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax & Business Consultant Jessie Thomas, CPA, from Henssler CPAs & Advisers, and Associate Logan Daniel, CFP®, CRPC®, in a discussion on tax filers who filed an extension in spring and need to get their documents into their tax preparer. The conversation also covers life events that would…
 
#73: One big reason the tech industry attracts a lot of talent: you get partly compensated in stock, and if you’re early enough at a company that IPOs, your stock options or RSUs can make you a millionaire multiple times over when the company goes public. Google created >1000 millionaires at IPO. Facebook too. Microsoft has created >10k millionaire…
 
-- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more…
 
Mike is a 30 plus year real estate investment veteran. He has controlled over $285,000,000 in real estate transactions. Mike is an entrepreneur, author, real estate trainer, public speaker, and personal coach, with strong personal resilience and a deep desire to help others live an extraordinary life. He has coached hundreds of real estate investor…
 
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax & Business Consultant Jessie Thomas, CPA, from Henssler CPAs & Advisers, and Associate Logan Daniel, CFP®, CRPC®, to cover the market performance for the week and year to date. Jessie leads the group in a discussion on tax filers who filed an extension in s…
 
What happens to out of state property in probate? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people a…
 
On May 28, 2021, the Biden Administration released its “Green Book” for the federal government’s 2022 fiscal year. Tune in as Jonathan Blattmachr, Bob Keebler, and Marty Shenkman share the key items you need to be aware of to get ahead of planning with your clients. They discuss the following topics in this episode of the PFP Section podcast: What …
 
Are we heading for a bursting real estate bubble? Are home values going to continue to increase? When will interest rates increase? Tune in to hear Tom & Jay talk about what experts are saying about where the market is heading. House of the Week: 11302 Gambrill Park Rd, Frederick, MD 21702 https://www.dayhometeam.com/property-search/detail/42/MDFR2…
 
What can you do when a joint account owner changes beneficiaries? (Listener Question) Is there anything you can do if your joint account owner amended the beneficiaries of your account before passing away? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a s…
 
Can a Joint Account Holder Change a Pay on Death Designation? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk …
 
Today’s guest, Curtis May, is the host of The Practical Wealth Show Podcast and the creator and owner of Practical Wealth Advisors. Curtis has been planning for individuals for more than 35 years, and he is passionate about helping his clients save money and live the very best life they can right now. The primary focus of his financial planning fir…
 
Stephanie Walter is a legacy cash flow specialist, capital raiser, syndicator, real estate investor, and the CEO of Erbe Wealth. Prior to founding her investment group, Stephanie followed her dream of being an entrepreneur and started her own insurance agency. To date, it is one of the largest, most highly awarded agencies in Colorado. In addition …
 
A presentation of how to discuss legal fees and expenses during trust and estate litigation and guidance from courts on the matter. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advi…
 
Do Revocable and Irrevocable Trusts Work Together? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about …
 
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associates Shawna Theriault, CFP®, CPA, CDFA®, and Jarrett McKenzie, CFP®, CWS® to discuss how it is more important to follow your long-term financial plan than to follow investment idioms like, “Sell in May and go away.” Read the Article: www.henssler…
 
10min Expat Thailand EP231: Bizarre Foods of Thailand. Try if you DARE!- Raw Beef or Pork with Blood.- Tadpoles! Yes, baby frogs!- Dancing Shrimp.- Ant eggs!- Fried Insects. YUM!- Scorpions & Tarantulas!Please be careful when consuming food from "Street Carts." Please Subscribe to our Podcast & YouTube Channels - over 200+ Episodes! Spotify - Ancho…
 
Founding Attorney, Lewis Landerholm, explains what a parenting plan is, and why it's important to have a long-term mindset when creating one with your co-parent. Lewis and Steve discuss the following: • How a parenting plan differs from a visitation schedule. • Are parenting plans required and who creates them? • Things to include in a well thought…
 
When Someone Dies do You HAVE to Liquidate Investments? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more a…
 
What is Preventing You from Getting an Estate Plan? Do any of these reasons sound familiar? I am here to answer some of the most common roadblocking questions for you! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought …
 
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associates Shawna Theriault, CFP®, CPA, CDFA®, and Jarrett McKenzie, CFP®, CWS® to discuss sector performance, the increase in the services sector, weekly jobless claims, mortgage applications, and interest rates. In the case study, the Experts discuss…
 
As we enter the summer real estate months Jay & Tom discuss the current inventory of homes on the market and homes going under contract. If you want to know how the market is trending, tune in. House of the Week: https://www.dayhometeam.com/property-search/detail/42/WVBE184526/23-honor-way-martinsburg-wv-25405/ 23 Honor Way, Martinsburg, WV 25405 S…
 
Where we call home became even more important over the last year. In this episode of the PFP Section podcast, Brad Breeding, continuing care retirement community (CCRC) and lifecare community expert, answers the following questions: Has anything changed in retirement community living with the events of the past year? What should clients be thinking…
 
International Investor EP106: Attn Developers! Build Active Adult Communities in Expat Havens! Latin America & Asia!- Why Babyboomers & Gen X'ers are ready to move! Why now?- How their mindset has changed from 2007?- Why they want to live in an "Active Adult" community in Expat destinations?- Millennials? Don't bother...why?- Active Adult communiti…
 
Should You be Worried About Biden’s Estate Tax Proposal? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more …
 
A lot of discussions on this show revolve around putting together a comprehensive estate plan. But now we need to discuss who puts that estate plan in action once you pass away. There are many complex situations that might require you to hire a professional executor to carry out your wishes and we will go over some of these reasons today. Contact: …
 
BIG ANNOUNCEMENT! High-Speed Rail from Bangkok to Pattaya/Jomtien BREAKING GROUND Q4 2021!- Real Estate values in Pattaya/Jomtien will GO UP!- Buy now! The timing is perfect while the prices are still low!- Buy in Jomtien instead of Pattaya!- Why Jomtien?- New Rail will connect both airports in Bangkok to Pattaya/Jomtien Beach! Get there in 30 to 4…
 
Hold Property in Joint Tenancy or Tenants in Common -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about…
 
#72: This week, I invited Bill Exeter to teach us about 1031 exchanges. He is the CEO of Exeter 1031 Exchange Services and has been doing 1031s for nearly four decades. You might know at a high level that a 1031 exchange means deferring real estate capital gains taxes. But the details are important to avoid dumb mistakes that will disqualify you. W…
 
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Nick Antonucci, CVA, CEPA, to discuss the week’s market performance, consumer confidence, and first quarter GDP growth. They also discuss inflation and how it can affect your investment decisions. Check out our supplemental podcast featu…
 
In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, discuss the three most common approaches to business valuations: the market-based, income-based, and asset-based methods.저자 Henssler Financial
 
Thailand Expat Life EP230: Why People Move Abroad? Most common reasons families/individuals choose to live in Thailand?This is a "MUST LISTEN" episode if you're contemplating "moving overseas."- Why do they move to countries like Thailand?- Why I moved?- Less DRAMA! Better Environment & Surroundings! Seeking more "enjoyment in their lives!"- Why yo…
 
What Happens with an IRA that goes through Probate? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about…
 
With the market being so great for sellers, are there going to be more selling their homes or will this limited inventory keep up? With it being a sellers market should buyers just wait or why should they buy now? Tune in to hear Jay & Tom discuss this and much more. House of the Week: https://looksee.it/MFAbq 21519 Leitersburg Smithsburg Rd Hagers…
 
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