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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: 166
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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: 1069
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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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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 baggage
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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 COVID-19; impact 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 best
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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: 1089
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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: 855
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First, this is the first podcast with some formatting changes (including making it easier to subscribe via iTunes and Google Play) and the addition of music . . . let me know what you think of it . . . now back to the podcast.
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Funding The Pivot We live in a world where we are bombarded with advice to “follow your passion” and stories of people who wonder about the road not taken. In fact, more people in their prime earning years are taking steps
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CARL ICAHN REPORTEDLY MOVING TO FLORIDA FOR TAXES The recent news of the announced departure of Carl Icahn and his 75 employees from New York State generated a few calls from interested snowbirds. Usually, calls like these are
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Welcome back to the “Wealth, Actually” podcast. (Reminder: There is no investment advice here!) Bitcoin and other cryptocurrencies have come back into the news as they have jumped around in price in the last two
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End of Year Lists and Resolutions I hate resolutions, so we’ll skip that. I like to look back and review what went right and what didn’t and why. What went right . . . a lot. Personal Everest climbed. I published my
