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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: 1035
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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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Judy Pearson is the Founder and CEO of Nomadx. Nomadx helps fiduciaries, officers, directors, trust companies and law firms identify the risks in their practices and insure them against liability. She has over 37 years of
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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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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: 1085
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We’re back with another “Wealth, Actually” podcast. This time I got to speak with John Farr, a man who blended his love of movies with the world of movie house restoration. John Farr has helped
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I recently spoke with kick-butt entrepreneur, Storey Jones. She is an expert on divorce and family planning and has founded a company around her expertise. I’ll let her bio from her startup DTOUR.LIFE tell the story:
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Many thanks to Colleen O’Connell Campbell on being featured in RBC’s Series on Wealth: “I’m a Millionaire! So Now What?” A fun interview on a variety of wealth issues as well as writing and
November 27, 2018 •
Blog, Common Sense Economics, Entrepreneurs, Finance & Economics, Financial Essentials, In The Media, People Who Actually Know What They're Talking About, Recent Press & Events, Recent Press & Events, Worth Reading and Watching • Views: 1734
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HAPPY THANKSGIVING First, a happy Thanksgiving to everyone. It is my favorite holiday- a time to reflect on one’s blessings and begin the process of building toward new achievements. Be safe and enjoy your family and
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This is a special “Wealth Actually” podcast. I spoke with an author and educator that has had a major impact on financial literacy and wealth management. He is also a terrific guy to boot! Over the course of our
