Updates

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

May 30, 2023

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

May 11, 2023

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

April 27, 2023

EP-130 MID-CAREER PIVOTS with FRAZER RICE

April 13, 2023

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

April 3, 2023

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

February 24, 2023

EP-127 THE WEALTH TAX LANDSCAPE with JARED WALCZAK

February 13, 2023

EP-126 HEALTH CARE and WEALTH MANAGEMENT with JOHN SAMUELS

February 2, 2023

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

November 23, 2022

BLOG: “Dissecting” HALLOWEEN 1978 with JASON CILO

October 31, 2022

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

October 26, 2022

EP-123 LIV GOLF vs PGA TOUR with JOE OGILVIE

October 18, 2022

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

October 3, 2022

EP-121 NFL LINEMAN, MARQUES OGDEN on ENTREPRENEURIAL RESILIENCE

August 25, 2022

EP-120 CHILDHOOD WEALTH DISCUSSIONS with JEFF SAVLOV

August 12, 2022

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

July 18, 2022

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

May 27, 2022

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

May 12, 2022

EP-116 WEALTH CYBERSECURITY with TOMMY RAGSDALE

May 5, 2022

BLOG: HOW GENIUS WORKS (RIP NEAL ADAMS)

April 30, 2022