Latest Estateplan Podcast Episodes
Mastering Money 4/29/24
Mastering Money - April 29, 2024 14:00 - 52 minutes ★★★★★ - 2 ratingsBidenomics! Inflation! China! Digital currency! And, an upcoming Presidential election--a lot is happening in the world these days and it could affect your investments. Who better to comment on timely issues than the great Lou Dobbs? Today, Lou is our special guest host for segments 2 and 3, with...
Daily IQ Retirement Brief 4/29/24
Mastering Money - April 29, 2024 11:16 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/29/24
Mastering Money 4/26/24
Mastering Money - April 26, 2024 14:00 - 51 minutes ★★★★★ - 2 ratingsCongratulations on your retirement! ...Now, get to work!! Nearly double the number of retirees are returning to work full time or part time reports the Wall Street Journal. We’ll review that report in the Market Intel segment and tell you why—then health insurance and Medicare specialist Shelley ...
Daily IQ Retirement Brief 4/26/24
Mastering Money - April 26, 2024 13:30 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/26/24
Mastering Money 4/25/2024
Mastering Money - April 25, 2024 17:06 - 50 minutes ★★★★★ - 2 ratingsThe municipal bond market is losing one of its biggest buyers.... CitiGroup, the single biggest buyer of municipal bonds for years, is finally pulling out of the challenging and often unprofitable muni bond business, laying off 20,000 people. We'll review a Wall Street Journal report on how bond ...
Ann Wilson: The Legacy of a Wealth Chef
What's Your Legacy? - April 25, 2024 13:32 - 35 minutes ★★★★★ - 12 ratingsYvette speaks with international finance coach Ann Wilson. Ann is the author of The Wealth Chef: Recipes to Make Your Money Work Hard, So You Don't Have To. Ann shares her step-by-step guide to creating financial freedom and how to have a life filled with adventure, experience, joy and relations...
Ann Willson: The Legacy of a Wealth Chef
What's Your Legacy? - April 25, 2024 13:32 - 35 minutes ★★★★★ - 12 ratingsYvette speaks with international finance coach Ann Wilson. Ann is the author of The Wealth Chef: Recipes to Make Your Money Work Hard, So You Don't Have To. Ann shares her step-by-step guide to creating financial freedom and how to have a life filled with adventure, experience, joy and relations...
Daily IQ Retirement Brief 4/25/24
Mastering Money - April 25, 2024 13:30 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/25/24
Mastering Money 4/24/2024
Mastering Money - April 24, 2024 16:29 - 51 minutes ★★★★★ - 2 ratingsAs a million new apartments come on line, the Wall Street Journal reports that sales of apartment buildings were down 68% in November of 2023. Prices paid for apartment properties fell 12%. Rents are falling, vacancies increasing. We’ll have that report in the Market Intel segment, then some deep...
Daily IQ Retirement Brief 4/24/24
Mastering Money - April 24, 2024 13:30 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/24/24
Mastering Money 4/23/2024
Mastering Money - April 23, 2024 17:53 - 49 minutes ★★★★★ - 2 ratingsIf you’re worried that artificial intelligence will transform your job, insinuate itself into your daily routines, or lead to wars fought with lethal autonomous systems, you’re a little late—all of those things have already come to pass, says Christopher Mims, the Wall Street Journal’s chief Tech...
Daily IQ Retirement Brief 4/23/24
Mastering Money - April 23, 2024 13:30 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/23/24
AI-Related Practice Management Considerations for Law Firms
ACTEC Trust & Estate Talk - April 23, 2024 12:14 - 9 minutes ★★★★★ - 64 ratingsA discussion for law firms about how to incorporate AI in their practice management, including staff considerations, the “billable hour,” and more. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States...
Mastering Money 4/22/24
Mastering Money - April 22, 2024 14:00 - 52 minutes ★★★★★ - 2 ratingsBidenomics! Inflation! China! Digital currency! And, an upcoming Presidential election--a lot is happening in the world these days and it could affect your investments. Who better to comment on timely issues than the great Lou Dobbs? Today, Lou is our special guest host for segments 2 and 3, with...
Daily IQ Retirement Brief 4/22/24
Mastering Money - April 22, 2024 13:30 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/22/24
Paying for College - Episode 55
SK Wealth's Solutions & Knowledge podcast - April 22, 2024 10:00 - 14 minutes ★★★★★ - 6 ratingsJuggling life, kids, and money makes planning for college feel overwhelming, but it's super easy to start and maintain! It’s totally normal to feel the weight of tuition prices and unsure about how to give your children the best opportunity to succeed. Mac and Andrew are here to walk you through...
Mastering Money 4/19/2024
Mastering Money - April 19, 2024 14:00 - 51 minutes ★★★★★ - 2 ratingsMedicare drug plans are much more affordable this year for millions of Americans, courtesy of those nasty rich taxpayers. We’ll review how the significant savings will work in 2024 and 2025 in the Market Intel segment, then Medicare expert Shelley Grandidge joins us to dig a little deeper in the ...
Daily IQ Retirement Brief 4/19/24
Mastering Money - April 19, 2024 11:26 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/19/24
Daily IQ Retirement Brief 4/18/24
Mastering Money - April 18, 2024 17:04 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/18/24
Mastering Money 4/18/2024
Mastering Money - April 18, 2024 16:39 - 50 minutes ★★★★★ - 2 ratingsSo, in case you haven’t noticed home and auto insurance are up by more than 50% and as much as 60%. What’s going on, and will it be coming back down? Don’t shoot the messenger…we’ve got the Bloomberg report for you in the Market Intel Segment, then we'll do a deep dive into the U.S. economy, wh...
How Parents Can Teach Teens About Investing
Your Life Simplified: A Financial & Wealth Management Podcast - April 18, 2024 12:00 - 16 minutes ★★★★★ - 54 ratingsWant to teach your child about investing? It can be difficult to know where to start and even how to answer their questions. Hosts Michael MacKelvie and Valerie Escobar share their advice for parents looking to teach their child or teen about investing including compounding interest, investme...
Nancy Schongalla-Bowman: A Legacy of International Social Work
What's Your Legacy? - April 18, 2024 10:00 - 32 minutes ★★★★★ - 12 ratingsYvette talks with an extraordinary therapist/counselor with a passion for international social work. Nancy is now opening up her own private practice after retiring as the Director of Student Counseling at Princeton Theological Seminary. As a graduate of Stanford University, Princeton Theologica...
Daily IQ Retirement Brief 4/17/24
Mastering Money - April 17, 2024 17:28 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/17/24
Mastering Money 4/17/24
Mastering Money - April 17, 2024 16:33 - 49 minutes ★★★★★ - 2 ratingsA recent report by the Federal Reserve shows that there are now 16 million millionaires in the USA, and that the upper middle class is actually growing wealth at a faster rate than the top 1 percent. We’ve got the intriguing Wall Street Journal report on that next with all the facts and figures, ...
Daily IQ Retirement Brief 4/16/24
Mastering Money - April 16, 2024 17:21 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/16/24
Mastering Money 4/16/2024
Mastering Money - April 16, 2024 16:20 - 50 minutes ★★★★★ - 2 ratingsThe past few years in the stock market have been focused on momentum stocks--specifically tech and artificial intelligence stocks. Momentum investing is a system of buying stocks that have had high returns over the past three to twelve months, and selling those that have had poor returns over th...
129: Estate Planning Strategies to Reduce Family Conflict After Death
Absolute Trust Talk - April 16, 2024 14:21 - 9 minutes ★★★★★ - 18 ratingsFamily conflict after a loved one has passed is very common, but that doesn’t mean it can’t be avoided. In our years of experience in estate planning, we’ve seen many different scenarios play out and have a thorough understanding of the nuances that tend to cause these conflicts. The number one ...
The Ethical Use of Artificial Intelligence in Trust & Estate Law
ACTEC Trust & Estate Talk - April 16, 2024 11:52 - 11 minutes ★★★★★ - 64 ratingsA law professor offers insights into the risks, rewards, duties and ethical considerations of lawyers using AI in their T&E practices. 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 t...
Mastering Mney 4/15/24
Mastering Money - April 15, 2024 14:00 - 51 minutes ★★★★★ - 2 ratingsBidenomics! Inflation! China! Digital currency! And, an upcoming Presidential election--a lot is happening in the world these days and it could affect your investments. Who better to comment on timely issues than the great Lou Dobbs? Today, Lou is our special guest host for segments 2 and 3, with...
Daily IQ Retirement Brief 4/15/24
Mastering Money - April 15, 2024 11:42 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/15/24
Related Estateplan Topics
- Estateplanning 33
- Financialplanning 9
- Probate 7
- Attorney 6
- Legal 6
- Law 5
- Investing 5
- Assetprotection 4
- Lawyer 4
- Trust 4
- Business 4
- Elderlaw 4
- Will 4
- Retirement 4
- Insurance 4
- Wills 4
- Retirementplanning 4
- Trusts 4
- Finance 3
- Money 3
- Taxplanning 3
- Tax 2
- Lawfirm 2
- Legacy 2
- Specialneedstrust 2
- Financialadvice 2
- Health 2
- Investments 2
- Lifeinsurance 2
- Estates 2
- Cfp 2
- Certifiedfinancialplanner 2
- Entrepreneur 2
- Personalfinance 2
- Finances 2
- Financialadvisor 2
- Legaladvice 2
- Probatelaw 2
- Death 2
- Businessplanning 2
- Powerofattorney 2
- Education 2