Podcasts

Ep.70 ESG INVESTING with JOHN ROSENBERG

November 23, 2020

EP.69 EMERGING MARKETS, DISORDER and INVESTING with PHILIP READE

November 17, 2020

Ep.68 ESTATE and CHARITABLE PLANNING for 2021 with New York Attorney, JORY BARD ZIMMERMAN

November 9, 2020

Ep.67 – WOMEN and VIDEO GAME CULTURE with REBECCA DIXON

October 25, 2020

EP.66 BITCOIN, ESTATE PLANNING and TRUSTEE RESPONSIBILITY with MATTHEW McCLINTOCK

October 2, 2020

Ep.65 The PAST, PRESENT and FUTURE of a FAMILY BUSINESS with JIM O’SHAUGHNESSY

September 25, 2020

EP.64 BRINGING INSTITUTIONAL THINKING TO INDIVIDUAL INVESTING with GEORGE HUBBARD

September 20, 2020

EP.63 BUILDING A NEW TRUST COMPANY: A Discussion with BETSY BROWN

September 4, 2020

Ep.62, The CURRENT ESTATE PLANNING ENVIRONMENT with BILL SWEET

July 27, 2020

Ep.61 HEALTH DIRECTIVES with TIFFANY MCKENZIE

July 20, 2020

Ep.60 FIDUCIARY LIABILITY with JUDY PEARSON

July 14, 2020

Ep.59 – COMIC BOOK PUBLISHING with GEVIAN DARGAN

June 30, 2020

Ep.58 – ASSET PROTECTION 101 with IKE DEVJI

June 23, 2020

Ep.57 – DIVORCE in the COVID-19 World with EVAN SCHEIN

May 25, 2020

EP.56 – Mehlman/Castagnetti POST-COVID PREDICTIONS

May 21, 2020

EP.55 ESTATE PLANNING & TENNESSEE TRUST LAW with AARON FLINN of the WALLER LAW FIRM

May 4, 2020

Ep.54 POLITICAL SCIENCE FICTION: WHAT IF THE ELECTION IS DELAYED?

May 4, 2020

EP.53 USING L.E.D. CONVERSION TO DRIVE REAL ESTATE RETURNS w/ JUDD STENSRUD

April 28, 2020

Ep.52 LEANNA HAAKONS- Sound Money Strategies in the COVID-19 Lockdown Environment

April 23, 2020

Ep.51 THE AMERICAN CONSUMER’S NEW PREFERENCES

April 20, 2020