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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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Occasionally, I get to speak with someone in the industry that both affirms my experiences, but also pushes my thinking and worldview. DAVID C WELLS JR, CEO of Family Capital Strategy, fits that bill on the topic of advising
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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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Trustee Issues with Crypto-Currency (with Matthew McClintock) Family offices, trust companies and opportunistic individuals are dealing with a new and exciting asset class: cryptocurrencies. New Bitcoin multi-millionaires are
October 2, 2020 •
Blog, Current Market Data, Entrepreneurs, Finance & Economics, Financial Essentials, Guest Opinions, People Who Actually Know What They're Talking About, Podcasts, Psychology, Science & Technology, Worth Reading and Watching • Views: 3543
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Part of the fun of the Wealth Actually podcast is to delve into topics around wealth management and better ways to help families understand the intersection between wealth and the fulfillment of goals and ideals. I also get to
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As summer is starting to wane (before it ever really got going!), I took the time to try to look around the corners of wealth management for clients with BILL SWEET. We discussed today’s estate planning environment and the
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In the age of COVID-19, there has been a renewed focus on Health Care Directives. The communicability and finality of the disease have opened up all sorts of fears and uncertainty for many people- especially among the elderly. To
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Estate Plans: The Sticking Point The discussion around estate plans is rarely easy- especially with parents and grandparents. Dealing with one’s mortality , potentially different treatment of beneficiaries, emotional
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This is the best time I have ever seen for generational estate planning Interest Rates are at generational lows which provides extra leverage an flexibility in moving assets out of an estate Valuations for assets are low due to
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As businesses and business owners struggle the impact of COVID-19 on operations going forward, I thought it would be useful to revisit the issue of asset protection for wealthy families. Liability is around every corner and the
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With the tensions brought on by the confinement, new roles and financial pressures of the Coronavirus, I thought it would be good to take a new look at one of the greatest threats to wealth . . . Divorce. High-end family law
May 25, 2020 •
Blog, Common Sense Economics, Dangerously Uninformed Commentary, Entrepreneurs, Finance & Economics, Guest Opinions, Podcasts, Politics & Policy, Psychology, Worth Reading and Watching • Views: 3358
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The COVID-19 phenomenon has created worldwide economic upheaval and problems for many business owners. One area where the coronavirus has created opportunity is in the field of estate planning. I was able to speak with AARON
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Leanna Haakons is a financial marketing expert, entrepreneur and author of bestseller, Young, Fun & Financially Free. In addition, Leanna is the EIC of TheWellthyMindset.com, and says Millennials those in their
April 23, 2020 •
Blog, Common Sense Economics, Current Market Data, Entrepreneurs, Finance & Economics, Financial Essentials, Frazer's "Go-To" Finance Websites, Guest Opinions, Podcasts, Worth Reading and Watching • Views: 1856
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This week we have a special interview with Peter Goodrich on the tax ramifications of working with crypto-currencies. We packed a lot of information and debate in this quickly evolving field. PETER GOODRICH is a Manager in the
