Latest Estateplanning Podcast Episodes
Dr. Fitzroy Dawkins: A Legacy of Clinical Trial Advocacy in the African American Community
What's Your Legacy? - June 06, 2024 10:00 - 26 minutes ★★★★★ - 12 ratingsYvette has a conversation with Dr. Fitzroy Dawkins, a medical oncologist and hematologist, about his quest to become more influential in shaping clinical trials in the African American community. With the sordid history of medical testing in the African American community, there is a significan...
Mastering Money 6/4/24
Mastering Money - June 04, 2024 16:34 - 50 minutes ★★★★★ - 2 ratingsBig shifts in the way people live and work are making commutes of over an hour into the office more common—and even more palatable-- says the Wall Street Journal. Rising housing costs and crime in the inner city have prompted many to move farther away from city centers, ESPECIALLY when many have ...
Daily IQ Retirement Brief 6/4/24
Mastering Money - June 04, 2024 16:31 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 6/424
Mastering Money 6/3/24
Mastering Money - June 03, 2024 14:00 - 51 minutes ★★★★★ - 2 ratingsToday on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. "MOTLEY FOOL MONEY" is heard by millions of listeners coast to coast—including Saturdays right he...
Daily IQ Retirement Brief 6/3/24
Mastering Money - June 03, 2024 11:11 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 6/3/24
Succession Planning 101 - Episode 59
SK Wealth's Solutions & Knowledge podcast - June 03, 2024 10:00 - 11 minutes ★★★★★ - 6 ratingsYou've given your all to your thriving business. Now it’s time to plan for its future and yours. Succession planning is vital to safeguarding your company's legacy after you retire. In this episode, Mac and Jason discuss the essentials of succession planning, like choosing and training a success...
Mastering Money 5/31/24
Mastering Money - May 31, 2024 14:00 - 50 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 5/31/24
Mastering Money - May 31, 2024 11:27 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 5/31/24
Mastering Money 5/30/24
Mastering Money - May 30, 2024 16:29 - 50 minutes ★★★★★ - 2 ratingsDonald Trump and Elon Musk, per the Wall Street Journal, have discussed a possible advisory role for the Tesla leader should the presumptive Republican nominee reclaim the White House, the latest sign that the once-frosty relationship between the two men has thawed. We'll review the WSJ report i...
Daily IQ Retirement Brief 5/30/24
Mastering Money - May 30, 2024 16:28 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 5/30/24
Kate Scott: The Legacy of a Sports Play-by-Play Announcer
What's Your Legacy? - May 30, 2024 10:00 - 30 minutes ★★★★★ - 12 ratingsYvette enjoys an energetic conversation with Kate Scott, Philadelphia 76ers play-by-play announcer for NBC Sports. Kate talks about her career as a sports media veteran. She has been calling top international, professional, and collegiate events on television and radio for more than a decade and...
Mastering Money 5/29/24
Mastering Money - May 29, 2024 16:29 - 49 minutes ★★★★★ - 2 ratingsMany landlords are deciding to cash out their rental properties for top dollar these days, as they are finding it nearly impossible to raise rents. The problem: Oversupply of new apartments coming on line with fabulous amenities. An oversupply is developing and inflation is making the problem wor...
Daily IQ Retirement Brief 5/29/24
Mastering Money - May 29, 2024 16:25 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 5/29/24
135: Character Matters Part 2: Estate Planning for Community Property vs. Separate Property
Absolute Trust Talk - May 28, 2024 20:55 - 11 minutes ★★★★★ - 18 ratingsIf you missed the first episode of our "Character Matters" mini-series, we discussed the differences between Community and Separate Property and why the "character" of your assets matters in estate planning. As a quick recap: Separate Property includes assets owned before marriage or received as...
Mastering Money 5/28/24
Mastering Money - May 28, 2024 16:29 - 50 minutes ★★★★★ - 2 ratingsWhere's the stock market headed? The famous management expert, Peter Drucker said: “Trying to predict the future is like trying to drive down a country road at night with no lights while looking out the back window.” Recently, the guy that predicted a 40,000 Dow 1n 1999-- and was ridiculed-- f...
Mastering Money 5/28/24
Mastering Money - May 28, 2024 16:29 - 50 minutes ★★★★★ - 2 ratingsWhere's the stock market headed? The famous management expert, Peter Drucker said: “Trying to predict the future is like trying to drive down a country road at night with no lights while looking out the back window.” Recently, the guy that predicted a 40,000 Dow 1n 1999-- and was ridiculed-- f...
Daily IQ Retirement Brief 5/28/24
Mastering Money - May 28, 2024 16:28 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 5/28/24
Planning Ahead for the Sunsetting of the Tax Cuts and Jobs Act Exemptions
ACTEC Trust & Estate Talk - May 28, 2024 11:48 - 14 minutes ★★★★★ - 64 ratingsEstate planners discuss strategies anticipating the 2025 sunset of the TCJA exemptions, highlighting flexible trusts, spousal trusts, and valuation clauses. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the Unit...
Daily IQ Retirement Brief 5/27/24
Mastering Money - May 27, 2024 14:30 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 5/27/24
Mastering Money 5/27/28
Mastering Money - May 27, 2024 14:00 - 52 minutes ★★★★★ - 2 ratingsIt's a Larry Kudlow Monday! Today on Mastering Money we feature a special podcast edition of Larry Kudlow's terrific nationwide podcast. Having served as an economist in two presidential administrations--Ronald Reagan and Donald Trump--and having been an 'A-list' commentator on the two top busin...
Mastering Money 5/24/24
Mastering Money - May 24, 2024 14:00 - 51 minutes ★★★★★ - 2 ratingsCan Viagra help prevent Alzheimers? New research and trials done by the venerable Cleveland Clinic say YES. We have that intriguing Wall Street Journal report in the Market Intel segment, then Shelley Grandidge joins us to review opportunities and warnings in the area of health insurance and Medi...
Daily IQ Retirement Brief 5/24/24
Mastering Money - May 24, 2024 11:12 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 5/24/24
Mastering Money 5/23/24
Mastering Money - May 23, 2024 16:31 - 50 minutes ★★★★★ - 2 ratingsNvidia’s stock continues to soar because it leads the way to the future-- in Artificial Intelligence. In today's Market Intel segment, we’ll review a Wall Street Journal report on how far AI has come, why it's coming for more "people" jobs—and how fast it's all happning. Then we’ll explain in de...
Daily IQ Retirement Brief 5/23/24
Mastering Money - May 23, 2024 16:27 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 5/23/24
Mastering Money 5/22/24
Mastering Money - May 22, 2024 17:29 - 50 minutes ★★★★★ - 2 ratingsThe Medicare Bubble Has Burst, says David Wainer, writing for the Wall Street Journal...inflation strikes again. For years, the privately run Medicare Advantage business generated big profits for health-insurance giants. Costs are rising while regulations are increasing. Will Medicare go bust? ...
Daily IQ Retirement Brief 5/22/24
Mastering Money - May 22, 2024 16:50 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 5/22/24
134: Character Matters Part 1: Understanding Community Property in Divorce and Estate Planning
Absolute Trust Talk - May 21, 2024 23:12 - 11 minutes ★★★★★ - 18 ratingsDid you know that in California, any property acquired while married is considered Community Property? This means that, regardless of who bought it, the ownership is split 50/50 in the case of divorce. It also means that if you die without valid estate planning documents, your spouse automatical...
Mastering Money 5/21/24
Mastering Money - May 21, 2024 16:24 - 50 minutes ★★★★★ - 2 ratingsReal estate deals don’t always work out…. The giant $10 billion dollar Starwood commercial real-estate fund is scrambling to escape an imminent cash crunch. It's being caused by the long line of investors who want their money back. A Wall Street Journal report on what can go wrong in real estate...
Daily IQ Retirement Brief 5/21/24
Mastering Money - May 21, 2024 16:21 - 4 minutes ★★★★★ - 2 ratingsDaily IQ Retirement Brief 5/21/24
Estate Planning in 2024 | 300th Podcast!
ACTEC Trust & Estate Talk - May 21, 2024 12:33 - 9 minutes ★★★★★ - 64 ratingsExplore hot topics in estate planning for 2024 with expert as he delves into CCA 202352018, grantor trusts, gift tax implications, and QTIPs. 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 a...
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