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I was recently on Martin Shenkman’s Estate Planning Podcast to talk about the advantages of using Tennessee as a situs for Tax, Estate and Asset Protection Planning. We were able to spend a few moments on Tennessee’s
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In this episode, Tyrone Ross, CEO of ONRAMP INVEST, and I lay out the three major functions financial planners need to worry about when conducting crypto and bitcoin estate planning: 1. Recordkeeping and the administration of the
March 31, 2021 •
Blog, Common Sense Economics, Entrepreneurs, Finance & Economics, Financial Essentials, In The Media, Politics & Policy, Psychology, Recent Press & Events, Recent Press & Events, Worth Reading and Watching • Views: 1076
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In this episode, we talk about the importance of estate planning, jurisdictional arbitrage and some war stories in the wealth management field.
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I have been looking though my old files and found this interview I did around the launch of my book back in August of 2018. David Grasso had me on a Facebook live forum which was great fun (and David couldn’t have been a
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I was lucky to be a part of Meb Faber’s Best Investment Writing this year. Thanks to Meb and the team for the consideration. It’s really cool to be included in vol. 3’s list of authors! I recorded Chapter 3:
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Many thanks to Colleen O’Connell Campbell on being featured in RBC’s Series on Wealth: “I’m a Millionaire! So Now What?” A fun interview on a variety of wealth issues as well as writing
November 27, 2018 •
Blog, Common Sense Economics, Entrepreneurs, Finance & Economics, Financial Essentials, In The Media, People Who Actually Know What They're Talking About, Recent Press & Events, Recent Press & Events, Worth Reading and Watching • Views: 2652
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Here is something that is a little bit new! I was interviewed on my new book “Wealth, Actually by Josh Jalinksi on his Financial Quarterback show on 710 WOR ad on #iheartradio. We discussed estate planning, family
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Check out my appearance on Asset.TV with Shannon Rosic. We discuss the state of the debate on ACTIVE v. PASSIVE management and trends in wealth management. On the panel are: Scott Krauthamer, CFA – Global Head of
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A quick quote from me (about 2/3 of the way down) in the 8/26/16 New York Times on the causes behind the changing face of NYC’s storefronts. New York’s Disappearing Storefronts . . . . And more from the op-ed author,
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Jim Harberson and I did a quick interview about our Death Cat graphic novel experience with Craig Thornton of WWNY in Watertown, NY . . . Enjoy. From Craig Thornton at WWNY “Check out this link to read Death Cat by
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PERKS AND PITFALLS OF THE NEW GILDED AGE – WHEN SOARING TOWERS HAVE INVISIBLE TENANTS New York City is enjoying a modern real estate renaissance – a gilded age at a time of low interest rates and international
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Recently, financial professionals Frazer Rice, Michael Devlin, Michael O’Callaghan, and David Wasson assembled a prominent group of thought leaders, venture capitalists and entrepreneurs for a wide-ranging dialogue about
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Please check out my new article on emerging trends in farmland investment that was recently published by FoodPolicy.US – an innovative new platform designed to foster a broad-based dialogue about our nation’s food
