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  • September 12, 2023 • Views: 788

    EP-141 WRITING “THE MYSTERIOUS CASE OF RUDOLF DIESEL” with Author, DOUG...

    “September 29, 1913: the steamship Dresden is halfway between Belgium and England. On board is one of the most famous men

    Read More

  • August 31, 2023 • Views: 1083

    EP-140 “WHEN PHILANTHROPY GOES WRONG” – THE ROBERTSON/PRINCETON CASE with Author,...

    Philanthropy is one of the most important tools for families to strengthen their communities, establish their legacy and communicate their

    Read More

  • August 24, 2023 • Views: 677

    EP-139 “THE HEALTH/WEALTH BALANCE” at 50 with DR. PHIL PEARLMAN

    This episode is a little different. I’m going to talk about the importance of balance and health. This time I’m the example.

    Read More

  • August 13, 2023 • Views: 552

    EP-138 “VENTURE CAPITAL” AND DISRUPTION with JULIE FREDRICKSON

    “Venture Capital” is a small subset of private equity surrounded in mystique and fable. In reality, the world of start-ups is

    Read More

  • August 2, 2023 • Views: 399

    EP-137 COST SEGREGATION and REAL ESTATE with MITCHELL BALDRIDGE, CPA

    Real Estate investing is seen as the holy grail of passive income and wealth independence. One of the popular facets of real estate

    Read More

  • July 31, 2023 • Views: 781

    BLOG: GOING FOR IT

    How much would we really "Go For it?" JT POSTON'S DECISION (H/T to Golf Channel-

    Read More

  • July 14, 2023 • Views: 439

    EP-136 “THE IRS AUDITS YOU- WHAT NEXT?” with KELLEY MILLER from...

    One of America’s best (and most quotable) judges, Learned Hand said, “Any one may so arrange his affairs that his taxes shall

    Read More

  • July 4, 2023 • Views: 549

    EP-135 THE CONFIDENCE MAP and BEHAVIORAL FINANCE with PETER ATWATER

    “Behavioral Finance” is all the rage. BeFi (as the not-so-cool kids in the financial world call it) is the next

    Read More

  • June 13, 2023 • Views: 1193

    EP-134 THE CORPORATE TRANSPARENCY ACT and ESTATE PLANNING with STEPHEN LISS

    The Corporate Transparency Act is legislation that is going to touch all high net worth clients in 2024.  This is like KYC procedures

    Read More

  • May 30, 2023 • Views: 731

    EP-133 NEW YORK’S ESTATE TAX CLIFF with GEORGE BISCHOF, ESTATE PLANNING...

    State Estate Taxes – State Estate taxes can be a nasty surprise- especially with the disconnect between State and Federal Exclusions.

    Read More

  • May 11, 2023 • Views: 814

    EP-132 “ULTRA HIGH NET WORTH” CRISIS MANAGEMENT with JANE MINTZ MA,...

    Crisis Management in the Wealth Space Lawyers, Accountants, Wealth Advisers and other advisers – are used to dealing with difficult

    Read More

  • April 27, 2023 • Views: 588

    EP-131 WEALTH & LAW PODCASTING with ACTEC LAWYER, BRENT NELSON

    Why Do You Podcast? And How Does It Help in the Wealth/Law Space? Two Advisor Podcast Experiences I thought I would have BRENT NELSON on

    Read More

  • April 13, 2023 • Views: 998

    EP-130 MID-CAREER PIVOTS with FRAZER RICE

    In this episode, I recount my experience in taking the plunge and jumping from a stable, large bank job to swim in some different waters.

    Read More

  • April 3, 2023 • Views: 1214

    EP-129 THE FAMILY OFFICE Q&A with DENTONS’ EDWARD MARSHALL

    The FAMILY OFFICE – a term that is surrounded by mystique. It conjures notions of massive wealth, mahogany infused offices, private jets

    Read More

  • February 24, 2023 • Views: 1007

    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

  • EP-141 WRITING “THE MYSTERIOUS CASE OF RUDOLF DIESEL” with Author, DOUG BRUNT

    “September 29, 1913: the steamship Dresden is halfway between Belgium and England. On board is one of the most famous men in the world, Rudolf Diesel, whose new internal combustion engine is on the verge of

    September 12, 2023 • Blog, Podcasts, Psychology, Science & Technology, Worth Reading and Watching • Views: 788

    Read More

  • EP-140 “WHEN PHILANTHROPY GOES WRONG” – THE ROBERTSON/PRINCETON CASE with Author, DOUG WHITE

    Philanthropy is one of the most important tools for families to strengthen their communities, establish their legacy and communicate their values – both inwardly and outwardly. What happens when the organizations that

    August 31, 2023 • Blog, Podcasts, Politics & Policy, Worth Reading and Watching • Views: 1083

    Read More

  • EP-139 “THE HEALTH/WEALTH BALANCE” at 50 with DR. PHIL PEARLMAN

    This episode is a little different. I’m going to talk about the importance of balance and health. This time I’m the example. I’m hitting the half century mark this year. After 3 years of COVID disrepair and

    August 24, 2023 • Blog, Podcasts, Psychology, Worth Reading and Watching • Views: 677

    Read More

  • EP-138 “VENTURE CAPITAL” AND DISRUPTION with JULIE FREDRICKSON

    “Venture Capital” is a small subset of private equity surrounded in mystique and fable. In reality, the world of start-ups is filled with the highs and lows of hard work, loneliness, crushing disappointment and,

    August 13, 2023 • Blog, Entrepreneurs, Finance & Economics, Financial Essentials, Podcasts, Politics & Policy, Reckless Predictions, Science & Technology, Worth Reading and Watching • Views: 552

    Read More

  • EP-137 COST SEGREGATION and REAL ESTATE with MITCHELL BALDRIDGE, CPA

    Real Estate investing is seen as the holy grail of passive income and wealth independence. One of the popular facets of real estate investing is the tax advantage that much of the IRS code provides to the owner/operator. High on

    August 2, 2023 • Blog, Entrepreneurs, Finance & Economics, Podcasts, Worth Reading and Watching • Views: 399

    Read More

  • BLOG: GOING FOR IT

    How much would we really "Go For it?" JT POSTON'S DECISION (H/T to Golf Channel- https://www.golfchannel.com/news/jt-poston-after-costly-triple-would-go-it-10-out-10-times) With one hole to play on Sunday evening in Blaine,

    July 31, 2023 • Blog, Entertainment, Entrepreneurs, Financial Essentials, Golf, Golf and More Golf, Psychology, Stunning Video, Worth Reading and Watching • Views: 781

    Read More

  • EP-136 “THE IRS AUDITS YOU- WHAT NEXT?” with KELLEY MILLER from REED SMITH

    One of America’s best (and most quotable) judges, Learned Hand said, “Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the

    July 14, 2023 • Blog, Podcasts, Psychology, Worth Reading and Watching • Views: 439

    Read More

  • EP-135 THE CONFIDENCE MAP and BEHAVIORAL FINANCE with PETER ATWATER

    “Behavioral Finance” is all the rage. BeFi (as the not-so-cool kids in the financial world call it) is the next phase in guiding individuals, teams, boards, companies, and leaders to better

    July 4, 2023 • Blog, Entrepreneurs, Finance & Economics, Financial Essentials, Podcasts, Psychology, Worth Reading and Watching • Views: 549

    Read More

  • EP-134 THE CORPORATE TRANSPARENCY ACT and ESTATE PLANNING with STEPHEN LISS

    The Corporate Transparency Act is legislation that is going to touch all high net worth clients in 2024.  This is like KYC procedures on steroids and investors need to be aware of it. Attorney, STEPHEN LISS helps us

    June 13, 2023 • Blog, Common Sense Policy, Financial Essentials, Podcasts, Politics & Policy • Views: 1193

    Read More

  • EP-133 NEW YORK’S ESTATE TAX CLIFF with GEORGE BISCHOF, ESTATE PLANNING ATTORNEY

    State Estate Taxes – State Estate taxes can be a nasty surprise- especially with the disconnect between State and Federal Exclusions. Currently, the Federal Exemption stands at $12.92mm per person. 17 states have and estate

    May 30, 2023 • Blog, Podcasts, Worth Reading and Watching • Views: 731

    Read More

  • EP-132 “ULTRA HIGH NET WORTH” CRISIS MANAGEMENT with JANE MINTZ MA, LPC

    Crisis Management in the Wealth Space Lawyers, Accountants, Wealth Advisers and other advisers – are used to dealing with difficult situations all at the heart of their specialty.  But often, the advice the clients need

    May 11, 2023 • Blog, Entrepreneurs, Podcasts, Psychology • Views: 814

    Read More

  • EP-131 WEALTH & LAW PODCASTING with ACTEC LAWYER, BRENT NELSON

    Why Do You Podcast? And How Does It Help in the Wealth/Law Space? Two Advisor Podcast Experiences I thought I would have BRENT NELSON on the show, so we could trade our two podcasting experiences.  Brent is the host of the

    April 27, 2023 • Blog, Entertainment, Entrepreneurs, Finance & Economics, Guest Opinions, Podcasts, Worth Reading and Watching • Views: 588

    Read More

  • EP-130 MID-CAREER PIVOTS with FRAZER RICE

    In this episode, I recount my experience in taking the plunge and jumping from a stable, large bank job to swim in some different waters. “Funding the Pivot” was written a few years ago as I was doing the post-mortem

    April 13, 2023 • Blog, Common Sense Economics, Entrepreneurs, Podcasts, Psychology, Worth Reading and Watching • Views: 998

    Read More

  • EP-129 THE FAMILY OFFICE Q&A with DENTONS’ EDWARD MARSHALL

    The FAMILY OFFICE – a term that is surrounded by mystique. It conjures notions of massive wealth, mahogany infused offices, private jets and money that has reached escape velocity. When one probes deeper, it connotes secrecy,

    April 3, 2023 • Blog, Entrepreneurs, Finance & Economics, Podcasts, Psychology • Views: 1214

    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: 1007

    Read More

1 2 … 37 Next »
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RECENT POSTS

  • EP-141 WRITING “THE MYSTERIOUS CASE OF RUDOLF DIESEL” with Author, DOUG BRUNT
  • EP-140 “WHEN PHILANTHROPY GOES WRONG” – THE ROBERTSON/PRINCETON CASE with Author, DOUG WHITE
  • EP-139 “THE HEALTH/WEALTH BALANCE” at 50 with DR. PHIL PEARLMAN
  • EP-138 “VENTURE CAPITAL” AND DISRUPTION with JULIE FREDRICKSON
  • EP-137 COST SEGREGATION and REAL ESTATE with MITCHELL BALDRIDGE, CPA

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