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In this episode, MATTHEW MCCLINTOCK joins us. Matthew is a high end estate planning attorney and is a Principal at EVERGREEN LEGACY PLANNING which is based in Colorado. He has built his practice at the cutting edge of
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For many wealthy families, concentrated liquid investment positions present special types of issues. More often than not, a diversification plan for a position that has been built up over decades, is relegated to a 5 minute
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“Shirtsleeves to shirtsleeves in three generations” is as old as commerce itself. Family enterprises rarely make it beyond three generations for many reasons. Today, we hear the story of the Grossman family from BEN
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With the Biden proposals comes the potential for tax increases at the income, capital gains and estate tax level. Life insurance is becoming interesting again to a lot of families looking to expand on their functions of income
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(Mentioned in article: Howard Lindzon, Dan McMurtrie, Morgan Housel, Peter Atwater, Donald Trump, Jim Harberson) I am bothered by the automatic connotation of success across disciplines. There is an old bromide that government
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*(5/30/21 UPDATE: A FULL TRANSCRIPT IS UNDERNEATH THE OUTLINE). In this podcast, I spend some time speaking with wealth management industry expert, Brittain Prigge, about the role of communication and expectations with wealthy
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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: 592
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I think direct indexing is going to be a major innovation in the world of wealth and asset management. It will help the RIA and wealth management world deliver on the promise of financial planning. It will also help rationalize
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I see the concept of locating wealth and assets at the state level all the time for a variety of reasons . . . There has been only occasional talk of U.S. citizens exploring other citizenships. At the federal level, US
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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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EUAN RELLIE is on the podcast today. We went around the world in half an hour and probably could have solved the worlds problems over drinks if we had the time. Alas, we only get a taste of Euan’s informed worldview and his
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For a few years, the wealth advisory and asset management worlds have been captivated by three letters . . . ESG: Environmental, Social, and Governance. ESG has been an exploding trend as investors want to align their personal
November 23, 2020 •
Blog, Common Sense Economics, Entrepreneurs, Finance & Economics, Financial Essentials, Podcasts, Politics & Policy, Psychology, Science & Technology, Worth Reading and Watching • Views: 1389
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It’s important to speak to people who are having success exploiting other asymmetries. Many opportunities come when the world devolves into chaos. (Bill Ackman recently made gigantic money by buying insurance against
November 17, 2020 •
Blog, Common Sense Economics, Current Market Data, Entrepreneurs, Finance & Economics, Financial Essentials, Foreign Affairs (of the non-romantic variety . . .), Podcasts, Politics & Policy, Psychology, Worth Reading and Watching • Views: 1756
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The election is finally past us and for wealth advisors the work and the uncertainty is probably just beginning. JORY BARD ZIMMERMAN joins us to discuss some of the tools to help wealthy clients take advantage of the tools
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When you have the chance to spend an hour with Jim O’Shaughnessy, you grab it with both hands. Most of us feel like we know him personally based on his thoughtful opinions and Twitter acumen (@JPOSHAUGHNESSY). But Jim is
