Latest Estateplanning Podcast Episodes
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...
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...
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...
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...
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...
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...
Raising Financially Savvy Children - Episode 54
SK Wealth's Solutions & Knowledge podcast - April 15, 2024 10:00 - 11 minutes ★★★★★ - 6 ratingsRaising financially savvy kids is hard, especially with so much flashy marketing competing for their attention and cash. Financial literacy is essential, but it's largely neglected in school so you’re left to fill the void. In this episode, Mac and Andrew offer practical strategies for teaching ...
Mastering Money 4/12/24
Mastering Money - April 12, 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 4/12/24
Mastering Money - April 12, 2024 11:09 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/12/24
Mastering Money 4/11/24
Mastering Money - April 11, 2024 16:28 - 49 minutes ★★★★★ - 2 ratingsA Real Estate Nightmare is Unfolding in Downtown St. Louis reports the Wall Street Journal. The office district is empty, with boarded up retail stores every where you look. St Louis is one of a number of U.S. cities unable to recover from the Covid 19 pandemic. That report in the Market Intel Se...
Daily IQ Retirement Brief 4/11/24
Mastering Money - April 11, 2024 16:25 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/11/24
Building Your Finances with Lawrence Poppert
What's Your Legacy? - April 11, 2024 10:00 - 27 minutes ★★★★★ - 12 ratingsYvette's conversation with Larry demonstrates the importance of tax planning to building your finances. Larry Poppert is a CPA and the founder of Poppert and Company, where he manages the consulting services related to accounting and tax. Aside from ensuring his clients are tax compliant, his go...
Mastering Money 4/10/24
Mastering Money - April 10, 2024 16:50 - 50 minutes ★★★★★ - 2 ratingsElectrical engineers and utility experts are saying that Artificial Intelligence, AI is going to need so much new electricity over the next two to five years, that our grid system will not be able to handle it, which is why utility companies are suddenly not shutting down their coal operations. ...
Daily IQ Retirement Brief 4/10/24
Mastering Money - April 10, 2024 16:46 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/10/24
What Is Artificial Intelligence and the Impact on T&E Law in 2024 and Beyond?
ACTEC Trust & Estate Talk - April 09, 2024 20:33 - 19 minutes ★★★★★ - 64 ratingsA primer on the types and uses of AI, then a deeper dive into the impact on trust and estate law from types to applications to ethical considerations. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United Sta...
Mastering Money 4/9/24
Mastering Money - April 09, 2024 16:37 - 50 minutes ★★★★★ - 2 ratingsMost people think of dementia starting in a person’s 70s, 80s, and 90s, but research shows that the groundwork is laid as people enter their 40s, 50s, and 60s. That's the bad news. The Good news: Science now has concluded how to delay or reduce the symptoms of dementia and alzheimers, step by s...
Daily IQ Retirement Brief 4/9/24
Mastering Money - April 09, 2024 16:32 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/9/24
128: Revocable or Irrevocable Trust: Which is Right for Me?
Absolute Trust Talk - April 08, 2024 23:31 - 7 minutes ★★★★★ - 18 ratingsWhen we first begin working with a client who is setting up their estate plan and, more specifically, building a trust, the number one question we always get is whether they need a revocable or an irrevocable trust. For us, this is always an interesting and fun conversation because as soon as th...
Mastering Money 4/8/24
Mastering Money - April 08, 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 4/8/24
Mastering Money - April 08, 2024 11:36 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/8/24
Helping Your Child Buy a Home - Episode 53
SK Wealth's Solutions & Knowledge podcast - April 08, 2024 10:00 - 10 minutes ★★★★★ - 6 ratingsAs a first-time homebuyer, your kid may have limited resources. You’d like to be able to help, but what's the right way? This week, Mac and Andrew dig into the different strategies to help your child buy their first home, exploring IRS thresholds for cash gifts or the tax benefits of becoming yo...
Vince Papale: A Legend's Legacy as "Invincible"
What's Your Legacy? - April 06, 2024 21:15 - 26 minutes ★★★★★ - 12 ratingsYvette talks with the legend behind the 2006 film "Invincible," Vincent Papale. Vince is a former professional football player who played three seasons with the Philadelphia Eagles. He shares with Yvette highlights of his football career as documented in "Invincible" and life after being in the ...
Mastering Money 4/5/24
Mastering Money - April 05, 2024 15:00 - 51 minutes ★★★★★ - 2 ratingsAlthough the market is taking a bit of a breather right now, several prominent traders are pointing to a technical sentiment signal with a 100% success rate over the past five decades, which is suddenly flashing a green light. That report in the Market Intel segment, then Shelley Grandidge joins ...
Daily IQ Retirement Brief 4/5/24
Mastering Money - April 05, 2024 11:03 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/5/24
Mastering Money 4/4/24
Mastering Money - April 04, 2024 16:39 - 50 minutes ★★★★★ - 2 ratingsA small set of companies that own nuclear reactors have seen their stocks soar at Nvidia-like rates in the past few months, says Barrons--part of a little-noticed renaissance in an industry that hasn’t had much to brag about in years. We'll review that report in the Market Intel segment. Then we’...
Daily IQ Retirement Brief 4/4/24
Mastering Money - April 04, 2024 16:34 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 4/4/24
Why Working With an Advisor is Important
Your Life Simplified: A Financial & Wealth Management Podcast - April 04, 2024 12:00 - 18 minutes ★★★★★ - 54 ratingsIt's not just about the numbers. There is value beyond the data that a wealth advisor can offer. They work to solve complex challenges and guide people during transitions. Hosts Michael MacKelvie and Valerie Escobar share their perspectives on the field before getting into wealth management and ...
Why Working With a Wealth Advisor Is Important
Your Life Simplified: A Financial & Wealth Management Podcast - April 04, 2024 12:00 - 18 minutes ★★★★★ - 54 ratingsIt's not just about the numbers. There is value beyond the data that a wealth advisor can offer. They work to solve complex challenges and guide people during transitions. Hosts Michael MacKelvie and Valerie Escobar share their perspectives on the field before getting into wealth management and ...
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