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  • February 24, 2023 • Views: 539

    EP-128 ESTATE PLANNING IN A RISING INTEREST RATE ENVIRONMENT with ACTEC...

    We are now into 2023 and it’s turning into is a unique wealth planning environment Families are dealing with volatility and depressed

    Read More

  • February 13, 2023 • Views: 569

    EP-127 THE WEALTH TAX LANDSCAPE with JARED WALCZAK

    Casual investors understand that states approach taxation of its citizens differently and can have different approaches to raising revenue.

    Read More

  • February 2, 2023 • Views: 580

    EP-126 HEALTH CARE and WEALTH MANAGEMENT with JOHN SAMUELS

    We are all familiar with the labyrinth of the healthcare system:  The paperwork, the confusion and the cost can be overwhelming. One

    Read More

  • November 23, 2022 • Views: 899

    EP-125 GENERATION SKIPPING TAX (GST) with FIDUCIARY TAX EXPERT, MICHAEL GROSSMAN

    With the end of the year approaching, the focus of HNW and Family Office Space has turned to intergenerational planning. One of the ideas

    Read More

  • October 31, 2022 • Views: 737

    BLOG: “Dissecting” HALLOWEEN 1978 with JASON CILO

    And here are my PREVIOUS APPEARANCES (Centering around two James Bond entries):

    Read More

  • October 26, 2022 • Views: 960

    EP-124 THE DATING APP LEGAL LANDSCAPE with LAW PROFESSOR, IRINA MANTA

    Dating apps combine many controversial concepts: technology, sex, societal change, economic intrigue . . . and the law. We are in the early

    Read More

  • October 18, 2022 • Views: 1039

    EP-123 LIV GOLF vs PGA TOUR with JOE OGILVIE

    If you are a casual sports fan, the emergence of the Saudi-backed LIV Golf Tour and its enormous sums of money has been a major story. It

    Read More

  • October 3, 2022 • Views: 872

    EP-122 PRIVATE JETS w/ AVIATION EXPERT, DAVID CLARK

    Private Jets are on the minds of all successful people. The time savings, security, convenience and prestige appeal to the everyone.

    Read More

  • August 25, 2022 • Views: 1011

    EP-121 NFL LINEMAN, MARQUES OGDEN on ENTREPRENEURIAL RESILIENCE

    MARQUES OGDEN is a former NFL Lineman who has parlayed his football experience, lessons learned in the rise and fall of his construction

    Read More

  • August 12, 2022 • Views: 1012

    EP-120 CHILDHOOD WEALTH DISCUSSIONS with JEFF SAVLOV

    It is a common saying that wealth in families is built and lost in three generations. However, this “shirtsleeves to shirtsleeves”

    Read More

  • July 18, 2022 • Views: 1468

    EP-119 (BONUS) GOLF LEGEND, JAY SIGEL on MENTORSHIP, DETERMINATION and GIVING...

    Golf legend, JAY SIGEL joins us on this episode of “Wealth Actually.” In United States Amateur Golf, there are three names:

    Read More

  • May 27, 2022 • Views: 2188

    EP-118 (BONUS) COVID and THE FUTURE OF PLAGUE RESPONSE with PROF....

    Two years after its onset, the world’s response to the COVID-19 Pandemic will be generational event studied for years. It is a

    Read More

  • May 12, 2022 • Views: 1787

    EP-117 RETHINKING CLIENT LONGEVITY in WEALTH MANAGEMENT with CHRIS HEYE, PhD

    Today, I have a challenging discussion with Dr. CHRIS HEYE, PhD, founder of WHEALTHCARE SOLUTIONS. We talk about the issues of older age on

    Read More

  • May 5, 2022 • Views: 1555

    EP-116 WEALTH CYBERSECURITY with TOMMY RAGSDALE

    For advisers dealing with wealth management clients, cybersecurity is a necessary conversation. The wealthy are clamoring for digital

    Read More

  • April 30, 2022 • Views: 1070

    BLOG: HOW GENIUS WORKS (RIP NEAL ADAMS)

    We lost a legend this week with the death of Neal Adams. For those of us who are comic book nerds, his vision is etched in our childhoods

    Read More

  • EP-128 ESTATE PLANNING IN A RISING INTEREST RATE ENVIRONMENT with ACTEC LAWYER MATTHEW HOCHSTETLER

    We are now into 2023 and it’s turning into is a unique wealth planning environment Families are dealing with volatility and depressed asset values. We have extremely generous Federal Estate Tax Exemption levels for the next

    February 24, 2023 • Blog, Financial Essentials, Podcasts, Worth Reading and Watching • Views: 539

    Read More

  • EP-127 THE WEALTH TAX LANDSCAPE with JARED WALCZAK

    Casual investors understand that states approach taxation of its citizens differently and can have different approaches to raising revenue. However, in the last month, there has been a shift in the directionality of state tax

    February 13, 2023 • Blog, Common Sense Policy, Finance & Economics, Financial Essentials, Podcasts, Politics & Policy, Psychology • Views: 569

    Read More

  • EP-126 HEALTH CARE and WEALTH MANAGEMENT with JOHN SAMUELS

    We are all familiar with the labyrinth of the healthcare system:  The paperwork, the confusion and the cost can be overwhelming. One of the blind spots in wealth management at all levels is the advice for the most

    February 2, 2023 • Blog, Entrepreneurs, Podcasts, Politics & Policy, Psychology • Views: 580

    Read More

  • EP-125 GENERATION SKIPPING TAX (GST) with FIDUCIARY TAX EXPERT, MICHAEL GROSSMAN

    With the end of the year approaching, the focus of HNW and Family Office Space has turned to intergenerational planning. One of the ideas on the minds of many families is providing for future generations. It would be natural to

    November 23, 2022 • Blog, Finance & Economics, Podcasts, Worth Reading and Watching • Views: 899

    Read More

  • BLOG: “Dissecting” HALLOWEEN 1978 with JASON CILO

    And here are my PREVIOUS APPEARANCES (Centering around two James Bond entries):

    October 31, 2022 • Blog, Entertainment, Psychology, Worth Reading and Watching • Views: 737

    Read More

  • EP-124 THE DATING APP LEGAL LANDSCAPE with LAW PROFESSOR, IRINA MANTA

    Dating apps combine many controversial concepts: technology, sex, societal change, economic intrigue . . . and the law. We are in the early stages of understanding how dating apps are affecting the way people interact. Our legal

    October 26, 2022 • Blog, Common Sense Policy, Podcasts, Politics & Policy, Psychology • Views: 960

    Read More

  • EP-123 LIV GOLF vs PGA TOUR with JOE OGILVIE

    If you are a casual sports fan, the emergence of the Saudi-backed LIV Golf Tour and its enormous sums of money has been a major story. It has all the elements of a classic drama: Famous Athletes Outsized Personalities Big, almost

    October 18, 2022 • Blog, Finance & Economics, Golf, Golf and More Golf, Podcasts • Views: 1039

    Read More

  • EP-122 PRIVATE JETS w/ AVIATION EXPERT, DAVID CLARK

    Private Jets are on the minds of all successful people. The time savings, security, convenience and prestige appeal to the everyone. However private aviation is so much more. It can be complicated and it’s definitely expensive.

    October 3, 2022 • Blog, Entrepreneurs, Podcasts, Psychology, Worth Reading and Watching • Views: 872

    Read More

  • EP-121 NFL LINEMAN, MARQUES OGDEN on ENTREPRENEURIAL RESILIENCE

    MARQUES OGDEN is a former NFL Lineman who has parlayed his football experience, lessons learned in the rise and fall of his construction company into a growing public speaking and media career. His podcast recently featured Brett

    August 25, 2022 • Blog, Entrepreneurs, Podcasts, Psychology • Views: 1011

    Read More

  • EP-120 CHILDHOOD WEALTH DISCUSSIONS with JEFF SAVLOV

    It is a common saying that wealth in families is built and lost in three generations. However, this “shirtsleeves to shirtsleeves” phenomenon is on the minds of most wealthy families.There is constant demand for advice from

    August 12, 2022 • Blog, Finance & Economics, Podcasts, Psychology • Views: 1012

    Read More

  • EP-119 (BONUS) GOLF LEGEND, JAY SIGEL on MENTORSHIP, DETERMINATION and GIVING BACK

    Golf legend, JAY SIGEL joins us on this episode of “Wealth Actually.” In United States Amateur Golf, there are three names: Bobby Jones, Tiger Woods and Jay Sigel. Jay is one of the most accomplished amateur golfers

    July 18, 2022 • Blog, Entrepreneurs, Golf, Golf and More Golf, Podcasts, Psychology • Views: 1468

    Read More

  • EP-118 (BONUS) COVID and THE FUTURE OF PLAGUE RESPONSE with PROF. POLLY PRICE

    Two years after its onset, the world’s response to the COVID-19 Pandemic will be generational event studied for years. It is a reminder that tail risk events happen more frequently than we think. Pandemics have been a

    May 27, 2022 • Blog, Common Sense Policy, Podcasts, Politics & Policy, Psychology, Reckless Predictions, Worth Reading and Watching • Views: 2188

    Read More

  • EP-117 RETHINKING CLIENT LONGEVITY in WEALTH MANAGEMENT with CHRIS HEYE, PhD

    Today, I have a challenging discussion with Dr. CHRIS HEYE, PhD, founder of WHEALTHCARE SOLUTIONS. We talk about the issues of older age on decision-making and how that affects an individual’s retirement. We go through data on

    May 12, 2022 • Blog, Common Sense Economics, Common Sense Policy, Entrepreneurs, Finance & Economics, Podcasts, Politics & Policy, Psychology, Worth Reading and Watching • Views: 1787

    Read More

  • EP-116 WEALTH CYBERSECURITY with TOMMY RAGSDALE

    For advisers dealing with wealth management clients, cybersecurity is a necessary conversation. The wealthy are clamoring for digital protection. Advice on the defense against social media attacks, the selling of information on

    May 5, 2022 • Blog, Entrepreneurs, Financial Essentials, Podcasts, Psychology • Views: 1555

    Read More

  • BLOG: HOW GENIUS WORKS (RIP NEAL ADAMS)

    We lost a legend this week with the death of Neal Adams. For those of us who are comic book nerds, his vision is etched in our childhoods and out artistic sensibilities. In his incredible career, he modernized Batman and his

    April 30, 2022 • Blog, Entertainment, Worth Reading and Watching • Views: 1070

    Read More

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RECENT POSTS

  • EP-128 ESTATE PLANNING IN A RISING INTEREST RATE ENVIRONMENT with ACTEC LAWYER MATTHEW HOCHSTETLER
  • EP-127 THE WEALTH TAX LANDSCAPE with JARED WALCZAK
  • EP-126 HEALTH CARE and WEALTH MANAGEMENT with JOHN SAMUELS
  • EP-125 GENERATION SKIPPING TAX (GST) with FIDUCIARY TAX EXPERT, MICHAEL GROSSMAN
  • BLOG: “Dissecting” HALLOWEEN 1978 with JASON CILO

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