Podcasts

WHAT IF YOU ARE NAMED IN A WILL OR TRUST?

January 10, 2024

EP-145 MUNICIPAL BONDS 101 with STEPHEN WINTERSTEIN (*AND THE ADVENT OF FINTECH IN THE MUNI SPACE)

November 28, 2023

EP-144 “THE CORPORATE TRANSPARENCY ACT: WHO SHOULD MANAGE THESE REQUIREMENTS (AND HOW)?” WITH INCNOW.COM’s JOHN WILLIAMS

November 15, 2023

EP-143 “MUST HAVE” FOREIGN ESTATE PLANNING DOCUMENTS with SHANNON McNULTY, ESQ.

October 26, 2023

EP-142 “NO WORRIES” with JARED DILLIAN, Trading and Markets Expert, Author and Renaissance Man

October 17, 2023

EP-141 WRITING “THE MYSTERIOUS CASE OF RUDOLF DIESEL” with Author, DOUG BRUNT

September 12, 2023

EP-140 “WHEN PHILANTHROPY GOES WRONG” – THE ROBERTSON/PRINCETON CASE with Author, DOUG WHITE

August 31, 2023

EP-139 “THE HEALTH/WEALTH BALANCE” at 50 with DR. PHIL PEARLMAN

August 24, 2023

EP-138 “VENTURE CAPITAL” AND DISRUPTION with JULIE FREDRICKSON

August 13, 2023

EP-137 COST SEGREGATION and REAL ESTATE with MITCHELL BALDRIDGE, CPA

August 2, 2023

EP-136 “THE IRS AUDITS YOU- WHAT NEXT?” with KELLEY MILLER from REED SMITH

July 14, 2023

EP-135 THE CONFIDENCE MAP and BEHAVIORAL FINANCE with PETER ATWATER

July 4, 2023

EP-134 THE CORPORATE TRANSPARENCY ACT and ESTATE PLANNING with STEPHEN LISS

June 13, 2023

EP-133 NEW YORK’S ESTATE TAX CLIFF with GEORGE BISCHOF, ESTATE PLANNING ATTORNEY

May 30, 2023

EP-132 “ULTRA HIGH NET WORTH” CRISIS MANAGEMENT with JANE MINTZ MA, LPC

May 11, 2023

EP-131 WEALTH & LAW PODCASTING with ACTEC LAWYER, BRENT NELSON

April 27, 2023

EP-130 MID-CAREER PIVOTS with FRAZER RICE

April 13, 2023

EP-129 THE FAMILY OFFICE Q&A with DENTONS’ EDWARD MARSHALL

April 3, 2023

EP-128 ESTATE PLANNING IN A RISING INTEREST RATE ENVIRONMENT with ACTEC LAWYER MATTHEW HOCHSTETLER

February 24, 2023

EP-127 THE WEALTH TAX LANDSCAPE with JARED WALCZAK

February 13, 2023