Podcasts

EP.99 MAXIMIZING PHILANTHROPY with ARTIFICIAL INTELLIGENCE with COLIN STEWART

December 22, 2021

EP.98 RULE 187 and The “NEW” FIDUCIARY STANDARD in LIFE INSURANCE with STEVEN ZEIGER

December 12, 2021

EP.97 THE FUTURE OF MUSIC AND FINANCE with DAVID PULLMAN

November 29, 2021

EP.96 USING THE COLLEGE ADMISSIONS PROCESS FOR INTERGENERATIONAL DISCUSSIONS with LINDSAY TANNE

November 23, 2021

PREVIEW: BOWIE BOND INVENTOR and FINANCE PIONEER, DAVID PULLMAN

November 23, 2021

EP.95 SEARCH FUNDS AND SMB with STEVEN RESSLER

November 9, 2021

EP.94 QUAN HUYNH: A LIFE SENTENCE FOR MURDER, NOW AN AUTHOR AND ENTREPRENEUR

October 16, 2021

EP.93 NY TAXES AND SNOWBIRD PLANNING – MARK KLEIN

October 11, 2021

EP.92 ESTATE PLANNING INDUSTRY TRENDS and CONTENT CREATION with GRIFFIN BRIDGERS

October 6, 2021

EP.91 CRYPTO and NFT ESTATE PLANNING UPDATE with MATTHEW McCLINTOCK (Part 2)

August 24, 2021

EP.90 ADVISING LGBTQ+ CLIENTS with BRIAN BALDUZZI

August 9, 2021

EP.89 CONCENTRATED POSITIONS with STEPHEN DAVENPORT

July 22, 2021

Ep.88 ULTRA HIGH NET WORTH DIVORCE with OLIVIA SUMMERHILL

July 13, 2021

EP.87 FAMILY LEADERSHIP AND AN EVOLVING 111 YEAR OLD BUSINESS with BEN GROSSMAN

July 6, 2021

EP.86 BOURBON as an INVESTMENT with MARK GARBIN

June 30, 2021

EP.85 LIFE INSURANCE AND TRUSTS with ANDREAS STUERMANN

June 20, 2021

Ep.84 THE TAX BENEFITS OF PUERTO RICO with GRANT THORNTON’S MARIA RIVERA

June 12, 2021

Ep.83 COLLEGE ADMISSIONS TODAY with SARA HARBERSON

April 27, 2021

EP.82 NAVIGATING CRUCIAL WEALTH CONVERSATIONS with BRITTAIN PRIGGE

April 13, 2021

EP.81 INTEREST RATE VOLATILITY and INFLATION RISK with IVOL’S NANCY DAVIS

April 9, 2021