Podcasts about advanced planning

Learn about the #1 business life insurance fringe benefit that uses cash value life insurance. Advanced Planning's David Szeremet explains how Virtus IUL was positioned to help retain a valued employee with a simple concept. The concept is selective, tax-deductible to the business, and the business maintains control over access to policy cash value.

I'm so excited to welcome Hospice Nurse Penny back to the show! In this episode we're talking about her new book Influencing Death: Reframing Dying for Better Living. In this episode, we discuss: 10:26 Advanced Planning 13:28 Cultural Traditions & Prayer 26:44 Misconceptions About Hospice 40:24 Hospice & Humor And so much more!!!   Did you miss my previous interview with Penny? Check out EP 145 for more from Hospice Nurse Penny!   Penny Hawkins Smith aka Hospice Nurse Penny is a nationally certified hospice & palliative care registered nurse with over 18 years of experience. As a social media influencer on YouTube, TikTok, Instagram and Facebook and through her new book Influencing Death, Penny is working to dispel the mysteries and myths around dying and the stigma of hospice. @hospicenursepenny   CLICK HERE for our DOABLE DOWNLOAD with FULL SHOW NOTES   Follow us on INSTAGRAM for more doable tips!   Need help finding senior living or care? BECOME A CLIENT TODAY! We can help with your search for senior living & care wherever you live! www.clearpathsls.com     Would you like to share your story and be a guest on our show?  Email us at connect@desperatelyseekingseniorliving.com www.desperatelyseekingseniorliving.com   ————————————— Hit subscribe ✅ and spread the word!

Prepare to navigate required minimum distributions this year. Hear from Advanced Planning's Jim Barbee, JD and Carlos Zarate, ChFC, as they discuss RMD basics, timely strategies, and new rules on inherited accounts. 

Jimmy Milliron is the President and sole owner of National Brokerage Atlantic (NBA), a leading Brokerage General Agency specializing in life insurance for affluent clients and privately-held companies. Since taking the helm in 2019, Jimmy has driven NBA's growth and strategic vision, offering unmatched expertise and market access for financial professionals. With a robust background in the life insurance industry, Jimmy has collaborated with top-tier life insurance carriers, elite producers, and national banks. He played a key role in creating Life Premium Finance and Advanced Planning divisions at a major bank, closing over $500 million in committed lending and representing over $3 billion in face amounts. Jimmy's expertise spans life insurance, estate planning, wealth management, and advising privately-held businesses. Under his leadership, NBA provides industry-leading insurers, underwriting, back-office support, and advanced market solutions, serving affluent U.S. and international clients. Listen to this insightful RIA episode with Jimmy Milliron about mastering life insurance distribution for affluent clients. Here is what to expect on this week's show: - How NBA specializes in life insurance distribution for financial advisors serving affluent national and international clients. - How NBA is known for its emphasis on underwriting and case management, offering white-glove service to advisors and clients. - Why NBA works with financial advisors across various firm sizes, from small RIAs to larger specialized groups. - How NBA offers solutions for businesses looking to retain, reward, and recruit talent through life insurance-funded executive compensation plans. - How life insurance is a relationship-driven industry, especially for large, complex cases. Connect with Jimmy: Links Mentioned: https://nbatlantic.com/ Instagram: @nationalbrokerageatlantic LinkedIn: linkedin.com/company/nationalbrokerageatlantic Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to part seven of this nine-part mini-series, "The Story of Our Clients' Wealth Journey", where we continue exploring the wealth management journey of our clients.As Asia's leading fee-only wealth advisory firm, we have received many questions about who we serve and our work for our clients. So we put together a collection of all the stories that clients and prospective clients shared with us. These stories range from why they sought guidance, the challenges they faced before meeting us, and their journey with Providend. In this week's Money Wisdom episode, our co-host Isaac talks to Evelyn, our Deputy CEO & Chief Advisory Officer, about the "Advanced Planning" process we implement after our clients' wealth plans have been put into place. They discuss the importance of End-of-Life Planning, Legacy Planning, and Estate Planning, highlighting that there are nuances in planning for our clients' Advance Medical Directive (AMD), Lasting Power of Attorney (LPA), and Advance Care Plan (ACP). Isaac and Evelyn expand on why it is truly a privilege of the Client Adviser to help clients reflect on their values and goals, ensuring their estate and legacy plans aren't just about assets but also the meaningful stories and relationships they leave behind.As Isaac mentioned in the podcast introduction, you can refer to these past two podcast episodes for more details on End-of-Life Planning:All You Need to Know About End-of-Life Planning (Episode 16)All You Need to Know About Estate Distribution, Estate Creation & Estate Preservation (Episode 20)Stay tuned for our next podcast episode, where Amelia from our Brand Experience team will be having a discussion with Chris about his article in The Business Times. Music courtesy of ItsWatR.The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.The full list of Providend's Money Wisdom podcast episodes from Season 3 can be found here.Did you know that our Providend's Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.Mentioned in this episode:Grab Your Very Own Money Wisdom Book Today!Some longtime listeners might know that the inspiration behind this entire podcast was our CEO, Chris's book titled Money Wisdom: Simple Truths for Financial Wellness. If you are interested in getting your very own signed copy, please check out the link here: https://providend.com/publications/

Kevin Brucher discusses the complexities of retirement planning, emphasizing the importance of advanced planning, the role of AI in financial education, the impact of interest rates on financial products, tax-efficient strategies for retirement, and navigating market volatility. He highlights the significance of diversification, the benefits of annuities, and the need to prepare for healthcare costs in retirement. Kevin encourages listeners to maintain a long-term investment perspective and to seek professional advice for personalized financial planning. Call 800-975-6717. Visit Silver Leaf Financial to learn more.See omnystudio.com/listener for privacy information.

The UBS Advanced Planning Team has just released their 2024 Year-End Planning Strategies whitepaper. Join Senior Wealth Strategist, Jennifer Lan, and Wealth Strategist, Premini Scandurra as they highlight specific topics within the whitepaper, including, charitable giving, the Corporate Transparency Act and a few others of intertest. Host: Daniel Cassidy

Tune in to hear Ann Bjerke, Head of the UBS Advanced Planning Group, speak with Senior Wealth Strategist, Rebecca Sterling, about the scheduled sunset of various income tax laws.

As Asia's leading fee-only wealth advisory firm, we understand the challenges faced by business owners who are focused on growing their enterprises and may not have had the chance to develop a comprehensive business exit and succession plan.In this week's Money Wisdom episode, Isaac interviews Jerome Song, Associate Director of Business Exit at Providend, about the critical aspects of a successful succession plan, including preparing future leaders and retaining top talent during what can be a challenging transition.With over two decades of experience in finance, mergers and acquisitions, strategy, and people development, Jerome discusses how he partners with business owners to determine if a family member is suitable to succeed the business. He also cites successful succession planning case studies from companies such as Apple and Bengawan Solo.You may also be interested in an earlier podcast where Jerome discusses how Benny Se Teo, founder of Eighteen Chefs, successfully exited his business, highlighting the importance of accurate business valuation and finding the right buyer to ensure business continuity and employee welfare.Through deep conversations with our advisers, you will gain clarity on what matters most in life and what needs to be done to live a good life, both financially and non-financially. Reach out to us today to start crafting your tailored business exit plan, integrating it into your personal wealth plan: https://providend.com/our-clients/service-enquiry-form/Stay tuned for our next episode, where Isaac interviews Evelyn, our Deputy CEO & Chief Advisory Officer, on the topic of Advanced Planning!Music courtesy of ItsWatR.The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.The full list of Providend's Money Wisdom podcast episodes from Season 3 can be found here.Did you know that our Providend's Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.Mentioned in this episode:Subscribe to Our Mailing List Today!If you're interested in getting more of our thought leadership contents, click this link to subscribe to our newsletter today: https://providend.com/#newsletter-subscribe

Learn several sales strategies using AuguStar's new Protection IUL product in the advanced planning marketplace. Hear from Advanced Planning's David Szeremet and Jim Barbee in this round-table discussion.

In this exciting episode, we share our triumph from this year's Amazon Prime Day 2024, our third year covering the event! Join us as we recount the journey of how meticulous planning and the use of task manager tool Asana helped our team navigate one of the biggest sales events smoothly and efficiently. Hear about the strategies we put in place to ensure every team member knew their assignments, keeping stress levels low and productivity high. We'll dive into the importance of preparation, the benefits of using Asana for project management, and how our team's coordination led to a seamless and successful Prime Day. Whether you're an Amazon seller, an e-commerce enthusiast, or simply love success stories, this episode is filled with valuable insights and tips. Tune in to learn how we turned careful planning into Prime Day success! Everything Envy Links: Amazon Store: ⁠⁠Shop Everything Envy⁠⁠ Instagram: ⁠⁠Everything.Envy⁠⁠ TikTok: ⁠⁠EverythingEnvy⁠⁠ Pinterest: ⁠⁠EverythingEnvyy⁠⁠ Facebook Group: ⁠⁠EE Amazon Deals⁠⁠ Sign up for our newsletter: ⁠⁠EE Newsletter⁠⁠ Website: ⁠⁠Everything Envy⁠⁠ Affiliate Link: ⁠⁠AppSumo⁠⁠ Affiliate Link: ⁠⁠ClickFunnels⁠⁠ ******* The TECH tools we use in our podcast recording studio: ⁠⁠⁠Influencer⁠⁠⁠ Our ⁠⁠Free Vision Board Template⁠⁠ ******* Home Tour of our Studio House on Amazon Beyond: ⁠3D Tour⁠ Check out our blog for amazing behind the scenes pics: ⁠Blog⁠ Are you interested in becoming an Amazon Influencer? Click ⁠HERE⁠ to learn more! --- Support this podcast: https://podcasters.spotify.com/pod/show/everythingenvypodcast/support

In Episode 54 of the Discovery Series: Unplugged, we are joined by Anna Khan, MBA, EPC, CHS, Senior Advisor for Advanced Planning at Longevity Achieved and Court of the Table with MDRT. Anna shares her remarkable journey from escaping the USSR to becoming a leading advisor in Canada. She discusses how advisors can leverage insurance planning opportunities with real estate professionals, the mindset of realtors in today's economic climate, and effective insurance planning strategies. Tune in to learn how to connect with real estate professionals and discover successful case studies and tax-efficient strategies.

Advanced Planning's David Szeremet and Jim Barbee discuss Connelly v. United States, a recent U.S. Supreme Court case involving a family business and the federal estate tax. Learn how Connelly may significantly change the planning landscape as it relates to life insurance used in business succession planning.This podcast is a must if you work with business owners. Learn how Connelly potentially creates a tax trap for buy-sell plans funded with life insurance - and learn how to navigate the new ruling with a few simple planning moves.This podcast can arm you with the knowledge and Advanced Planning support necessary to potentially help avoid a “million-dollar problem.” 

In this episode, Amy Arnett, DPL Director of Insurance Solutions, is joined by Nick Robb, Managing Partner at PH Robb. They talk about advanced planning strategies for high-net-worth clients and how insurance can be used in those strategies. Nick also shares insights on estate planning, buy-sell agreements, and the use of insurance in business planning. Their conversation highlights the need for comprehensive planning and the potential risks of not having proper strategies in place. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

There are three basic steps to getting started with the estate planning process. First, you'll need to get organized by documenting all your assets. From there, you'll need to think about who you would like to receive your assets when you pass. Finally, you'll select the individuals that you would like to help oversee the entire process. Joining us this weekend to discuss it all is Pamela Pirone-Benson, Vice President of Advanced Planning at Fidelity.   Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

There are three basic steps to getting started with the estate planning process. First, you'll need to get organized by documenting all your assets. From there, you'll need to think about who you would like to receive your assets when you pass. Finally, you'll select the individuals that you would like to help oversee the entire process. Joining us this weekend to discuss it all is Pamela Pirone-Benson, Vice President of Advanced Planning at Fidelity.   Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Reaching the family with the message of Jesus Christ.

Reaching the family with the message of Jesus Christ.

Reaching the family with the message of Jesus Christ.

Advanced Planning Senior Wealth Strategist, Joanna Morrison, sits down with Shiavon Chatman to discuss meaningful insights from this year's guide including income tax deductions, the upcoming sunset of increased estate planning exemption amounts and more.

With over 500 businesses valued and over $1.7 billion in aggregate valuations, Advanced Planning's Jim Barbee shares his insight and highlights sales opportunities discovered through using the business valuation service.

The Advanced Planning Team is gearing up to help you place annuity business in the advanced planning marketplace. In this episode, Advanced Planning's David Szeremet shares four significant planning opportunities where annuities and trusts intersect, and how they can grow income and protect wealth.

Join Newton One (Steve Target and Mark Singer) and Bob Finnegan, M Financials' VP of Advanced Planning as they explore a unique planning opportunity to enhance the tax efficiencies of estate planning for ultra-high net worth families known as “The GRAT Enhancement Strategy”.

Peggy Smedley and Mandy MacVey, partner, Venable, talk about the new SEC rule coming out. She says a lot of construction is “just-in-time” or “I will deal with it when I need to,” and this new rule is one example of the need for advanced planning and updating processes and procedures. They also discuss: Who has to comply and how it will impact companies in the supply chain. The opportunity for work on infrastructure jobs and the importance to move to a more sustainable future at the same time. Tracking greenhouse gas emissions through the supply chain. venable.com  (11/28/23 - 849) IoT, Internet of Things, Peggy Smedley, artificial intelligence, machine learning, big data, digital transformation, cybersecurity, blockchain, 5G, cloud, sustainability, future of work, podcast, Mandy MacVey, Venable This episode is available on all major streaming platforms. If you enjoyed this segment, please consider leaving a review on Apple Podcasts.

This week on Truth to Power, we bring you an important conversation about how our city can best respond locally to the global crisis of climate chaos. Forward Radio was the only media outlet to cover the 2023 Louisville Sustainability Summit - Livable Louisville: Addressing local climate risks through planning and design, that was held on Tuesday, Oct 17th, from 12:30 - 5:00pm at Louisville Visual Art, 1538 Lytle St. On today's program, we listen back to a fantastic Panel entitled “Global Crisis, Local Response.” As the number of dangerous heat days, periods of drought, risk of flooding, and wildfires increase throughout the state, city leaders grapple with how to improve community resilience and quality of life. Our moderator and panelists identify Louisville-specific climate risks and key strategies for addressing these issues and to improve the livability of Louisville. Speakers include: - Moderator, Allison Smith is a Project Manager at the National Renewable Energy Laboratory. She holds a Ph.D. in Biology from the University of Louisville where she studied aquatic ecology. Her dissertation investigated climate change effects on freshwater foodwebs including zooplankton and freshwater jellyfish in lakes and the Ohio River. After graduating, she took a post-doctoral research position at the Center for Environmental Policy and Management and worked on brownfields remediation, environmental justice, and housing policy. In October 2015, she joined Louisville Metro Government as the Brownfields Program Manager. In 2020, she became the Assistant Director of the Office of Advanced Planning and Sustainability where she oversaw all climate change and sustainability initiatives for the city. In 2022, she joined the National Renewable Energy Laboratory as a Project Manager where she provides technical assistance on energy transitions to states, local governments, and Tribes in the Accelerated Deployment and Decision Support Center. - Sumedha Rao is the Executive Director of the Mayor's Office of Sustainability. She is committed to catalyzing robust, inclusive, and collaborative solutions for a greener Louisville! Sumedha has a background in urban sustainability, environmental policy, and green building in the United States and India. In 2022, Sumedha was named a Future Leader by the Aspen Institute, among 100 climate leaders in North America under the age of 30. Sumedha holds a master's degree in Sustainability Science from the University of Massachusetts Amherst. - Brooke Pardue is the President & CEO of the Parks Alliance of Louisville, a nonprofit supporting more than 100 of our public parks and recreation centers, two-thirds of which are located in underserved neighborhoods. She believes public parks are powerful green infrastructure that strengthen communities, improve health and the environment, and spur economic revitalization. - Patrick Piuma is the Director of the Urban Design Studio at the University of Louisville Christina Lee Brown Envirome Institute. For more than 15 years he has been driven to improve the quality of place through the development of programs and projects that activate and pre-vitalize underutilized spaces. He has a particular focus on exploring ways to integrate nature into cities, understanding how the design and function of cities impacts health, and engaging the community with the goal to rebuilding the fragmented urban fabric of cities. Over the past seven years, Patrick has also worked as an urban designer for Hyphae Design Lab out of Oakland, California, YARD & Company out of Cincinnati, and the Louisville Downtown Partnership. Learn more at http://louisvillesustainabilitycouncil.org The music in this podcast is courtesy of the local band Appalatin and is used by permission. Explore their delightful music at http://appalatin.com

Listen to the authors of the 2023 Year-End Guide, Jennifer Lan and Premini Scandurra as they share their thoughts on some selected planning ideas from the guide. Jennifer is a Senior Wealth Strategist based in Dallas, TX, and Prem is a Wealth Strategist based in Los Angeles, CA. Host: Daniel Cassidy

Listen to the authors of the 2023 Year-End Guide, Jennifer Lan and Premini Scandurra as they share their thoughts on some selected planning ideas from the guide. Jennifer is a Senior Wealth Strategist based in Dallas, TX, and Prem is a Wealth Strategist based in Los Angeles, CA. Host: Daniel Cassidy

Julie Deem invites Stephanie Brutus to the show. This series was recorded at Crossroads Community Church's Global Leadership Summit 2023. Stephanie is the Advanced Planning Coordinator for Shirley and Stout Funeral Homes. In this episode, we chat about advanced planning, why it is important, and how everyone can be a leader. More about Shirley and Stout Funeral Homes: https://www.shirleyandstout.com/ Thank you ⁠⁠⁠Crossroads Community Church⁠⁠⁠ and ⁠⁠⁠Global Leadership Network ⁠⁠⁠for this awesome summit, Learn more about the latest tool for dynamic professionals in the self-improvement industry, LyfQuest. A mobile CRM platform that's uniquely made for you! Learn more at: https://lyfquest.io/ Instagram: USW Podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@uswkokomo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Kalena James ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@yesitskalenajames⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Julie Deem ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@indymompreneur⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ -------------------------------------------------- USW Kokomo ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Production by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Business Podcast Editor⁠⁠⁠⁠⁠⁠⁠ --- Send in a voice message: https://podcasters.spotify.com/pod/show/united-state-of-women/message

Although the Donor Advised Fund has become better known as a tax planning strategy over the past few years, it is still an underutilized tool. In this episode of Wise Money, we'll cover the basics of what a Donor Advised Fund is and share some advanced planning strategies on how you can use it to enhance your financial planning. Season 9 Episode 2 Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!   Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.     Find more information about the Wise Money Show™ at www.wisemoneyshow.com    Be sure to stay up to date by following us! Facebook - https://www.facebook.com/WiseMoneyShow  Twitter - https://twitter.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/    Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog  Watch the guys in the studio: https://youtu.be/FRC1zE0RAbE  Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow   Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC.  Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

In support of Life Insurance Awareness Month, Advanced Planning's David Szeremet discusses the intersection of life insurance and advanced planning, and shines a light on 10 evergreen, but sometimes overlooked, life insurance sales opportunities.

This episode of The Federal Retirement Podcast discusses who needs to consider a will, the difference between a will and a trust, and other documents to consider regarding advanced planning. This episode features guest Linda Marshall of Marshall Law, LLC. If you would like to schedule an appointment to discuss your estate planning needs, you may contact Linda Marshall directly at 913-951-8395 or MarshallLaw.Linda@outlook.com. ———— Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals that have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees. Follow Benchmark Financial Group: Website: https://bfgkc.com/ LinkedIn at https://www.linkedin.com/company/benchmark-financial-group-llc/ or Facebook at https://www.facebook.com/BenchmarkFinancialGroupLLC Benchmark is located at 9300 W. 110th St., #160, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.com. Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

Advanced Planning's David Szeremet shares tips to help your clients maximize their retirement income. We're calling them “retirement distribution hacks,” because they are simple things you can do to help make your clients' lives easier and potentially save them thousands in taxes and penalties.

Advanced Planning's Jim Barbee and Jenna Washatka highlight the business valuation service and share insight on how a business valuation can benefit your clients and lead to various sales opportunities.

We all need advance planning, but it can be especially important for LQBTQ+ individuals. With the right information and legal steps in place, one's identity and wishes can be honored through the end of life and dying processes. Ezra Salter - funeral director and creator of the Louisiana LGBTQ+ End of Life Guide - talks about all the things you need to consider to ensure your wishes are respected.Follow us on Facebook | Instagram | Email us at mail@every1dies.orgClick on this link to Rate and Review our podcast!

Advanced Planning Group strategists, Jennifer Lan, Premini Scandurra, and Hunter Peek, summarize some key aspects of life insurance and potential ways it may be incorporated into an overall estate plan. Host: Daniel Cassidy

Advanced Planning Group strategists, Jennifer Lan, Premini Scandurra, and Hunter Peek, summarize some key aspects of life insurance and potential ways it may be incorporated into an overall estate plan. Host: Daniel Cassidy

On this week's Sustainability Now!, your host, Justin Mog, brings you a roundtable conversation with the Louisville Sustainability Council and representatives from four of their 2023 Community Grant Awardees, which have just been announced! Joining us are: David Abell (Board member, LSC), Stephen Bartlett (Executive Direct, Sustainable Agriculture of Louisville), David Wicks (Ripple Effects: A Louisville/Ohio River Visioning Project), Brooke Pardue (CEO, Parks Alliance of Louisville), and Brigette Brouillard (ED, Second Chances Wildlife Center). The Louisville Sustainability Council (LSC) is pleased to announce that its Community Grant Program, funded by the Louisville Sustainability Fund, awarded 10 grants totaling $30,000 on April 1, 2023. Over 80 applications were received and over $350,000 was requested by a wide array of organizations and non-profits focused on innovative, entrepreneurial projects and programs. This is the 3rd grant cycle with the number of grant applications received doubling each cycle. Through the generosity of Kroger, Yum, Sociable Weaver Foundation, Partnership for a Green City, Office for Advanced Planning and Sustainability and Walmart, the amount awarded also doubled from the previous grant cycles. For more information on the Louisville Sustainability Fund and the LSC, please visit https://www.louisvillesustainabilitycouncil.org/sustainabilityfund 2023 Awardees: Canopy Certified Inc. - Canopy & Bernheim Arboretum & Research Forest: Environmental Impact Education Partnership Center for Neighborhoods - An Interactive GIS Learning Tool for JCPS Students: Communicating Sustainability Data to the Leaders of Tomorrow Fern Creek High School - Olla Irrigation Pots and Rainwater Collection Basin as a Sustainable Solution to Irrigation Needs in a School Garden Kentucky Resources Council - Community Engagement Workshop - Empowering Residents to Advocate for Cleaner Air and a Healthier Louisville - through the creation of specific curriculum, a guidebook, and implementation. Kentucky Solar Energy Society - Clean Energy License Plate Louisville Climate Action Network - Urban Energy Partnership (UEP) Parks Alliance of Louisville - Pollinator Garden/Nature Discovery Zone at the new Alberta Jones Park in California neighborhood https://parksalliancelou.org Second Chances Wildlife Center - Environmental Education Equitability Expansion for JCPS K-12 students https://secondchanceswildlife.org Sustainable Agriculture of Louisville - Three Sisters Collective Project at Barr Farms and in Louisville at La Casita Center https://salouisville.org The Library Foundation - Ripple Effects: A Louisville/Ohio River Visioning Project! https://lfpl.org/photocontest or https://www.lfpl.org/RippleEffects/slide.html " As always, our feature is followed by your community action calendar for the week, so get your calendars out and get ready to take action for sustainability NOW! Sustainability Now! is hosted by Dr. Justin Mog and airs on Forward Radio, 106.5fm, WFMP-LP Louisville, every Monday at 6pm and repeats Tuesdays at 12am and 10am. Find us at http://forwardradio.org The music in this podcast is courtesy of the local band Appalatin and is used by permission. Explore their delightful music at http://appalatin.com

Learn about the 2023 Planning Guide from UBS with Brad Dillon, Senior Wealth Strategist.

Learn about the 2023 Planning Guide from UBS with Brad Dillon, Senior Wealth Strategist.

Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr.    Powered by ReiffMartin CPA and Stone Hill Wealth Management

Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr.    Powered by ReiffMartin CPA and Stone Hill Wealth Management

Tune in this week with Jen as she welcomes guest Kristoffer Doura. Kristoffer shares with us his story of a near death experience that ultimately led him into the path of becoming a financial advisor and giving back through non-profits.   Learn more about Kristoffer Doura BIO: Kristoffer Doura is an Executive Financial Professional, International Speaker, and Former Professional Football Player who values dedication, service, and excellence. Kristoffer brings unique perspectives gained from his multidimensional leadership professional experience to organizations, empowering them to unleash the untapped potential of their employees. Using real-world examples, Kristoffer sheds light on how each person's invaluable talent to their organization can positively impact their mission. Having worked with small and medium-sized businesses, fortune 500 companies, and public figures across the nation, he has developed an impressive portfolio that highlights his expertise in the following areas: •Wealth Management, •Insurance Planning, •Retirement Planning, •Business Succession Planning, •Estate Planning, •Legacy Planning, •Wealth Transfer, •Education Planning, •Asset Protection, •Advanced Planning, •Charitable Planned Giving, •And Premium Finance The benefits of working with Kristoffer Doura are that you will gain access to Generational Wealth Planning and Wealth Preservation. He aims to serve families, high net worth individuals, qualified investors, corporations, and nonprofit organizations. Contact Kristoffer Doura to gain access to your prosperous future today!   Get in touch with Nick: Website Email: kdoura1@gmail.com INSTAGRAM: @Zoe_the_legend Learn more about your ad choices. Visit megaphone.fm/adchoices

Hear a conversation with Advanced Planning Senior Wealth Strategist, David Leibell, on Business Succession Planning and some considerations to be mindful of. Host: Daniel Cassidy

Hear a conversation with Advanced Planning Senior Wealth Strategist, David Leibell, on Business Succession Planning and some considerations to be mindful of. Host: Daniel Cassidy

Listen to the authors of the 2022 Year-End Guide, Todd Mayo and Jacqueline Denton as they share their thoughts on some selected planning ideas from the guide. Todd is a Senior Wealth Strategist based in Boston MA, and Jacqueline is an Associate Wealth Strategist based in Nashville TN. Host: Daniel Cassidy

On this week's show, your host, Justin Mog, discusses the planning process for our city's future with two of Metro Louisville's Urban Planners, Rachel Casey & Tony Mattingly, from the Office of Advanced Planning and Sustainability. We learn about what the Office does and how they endeavor to engage the public in they city's long-range planning processes, including neighborhood plans and long-range transportation plans. Learn more and submit your feedback: - Ongoing long-range planning processes are: https://louisvilleky.gov/government/advanced-planning-and-sustainability/neighborhoodarea-plans-and-studies - Clifton & Crescent Hill Area Plan: http://www.cliftoncrescenthillplan.com - Algonquin,Park DuValle, & Hallmark Community Plan: http://www.aphplan.com - City of Shively Long-Range Plan: http://www.planforshively.com - Berrytown Neighborhood Plan: https://berrytownnp.org/ - Broadway All the Way: https://broadwayalltheway.org/ - Preston Corridor Plan: https://www.prestoncorridorplan.org/ As always, our feature is followed by your community action calendar for the week, so get your calendars out and get ready to take action for sustainability NOW! Sustainability Now! is hosted by Dr. Justin Mog and airs on Forward Radio, 106.5fm, WFMP-LP Louisville, every Monday at 6pm and repeats Tuesdays at 12am and 10am. Find us at http://forwardradio.org The music in this podcast is courtesy of the local band Appalatin and is used by permission. Explore their delightful music at http://appalatin.com

[1:38] Beijing's Goals and Signals[5:43] People's Liberation Army and Advanced Planning[7:20] A New Normal?[11:44] Learning from the Recent Drills[13:58] China's Interpretation of US Response[16:40] Mobilization, Confidence, and Capabilities[26:43] US Congress' Taiwan Policy Act and China's Reactions

Just in time for the June 30th deadline to sign-up for Louisville's highly successful Solar Over Louisville program (http://100percentlou.com/2040), this week's show brings you highlights from the June 4th Kentucky Solar Energy Society (http://kyses.org) Annual Meeting, hosted on campus by UofL's Sustainability Council. This week we'll hear from Sumedha Rao, LEED AP, a Sustainability Specialist in Louisville Metro Government's Office of Advanced Planning and Sustainability (http://louisvilleky.gov/sustainability); and Steve Ricketts, co-founder of Solar Energy Solutions and a Principal at Generation Solar. You'll learn all about the Solar Over Louisville program and get some important warnings about the solar scammers who are starting to invade our region, offering shoddy work and deals that are literally too good to be true. Beware! Be informed! Louisville Metro Government and the Louisville Sustainability Council launched the Solar Over Louisville program to make it easy for residents and small businesses in the 15-county greater Louisville region to go solar by providing a 12-19% bulk purchasing discount on solar installation and connecting participants with a vetted solar installer. Going solar saves energy costs, potentially increases property value, supports local solar jobs, and helps Louisville achieve its 100% clean energy goals! Tune in to learn more about what you need to know before going solar! Learn more at http://100PercentLou.com/2040. On next week's program, we'll bring you more from the KySES Annual Meeting, including a Solar 101 workshop and great information on home battery systems for solar – when you should consider them and when you shouldn't. The Kentucky Solar Energy Society's mission is to promote the use of renewable energy, energy efficiency, and conservation in Kentucky through education, advocacy, networking, and demonstration of practical applications. As always, our feature is followed by your community action calendar for the week, so get your calendars out and get ready to take action for sustainability NOW! Sustainability Now! airs on Forward Radio, 106.5fm, WFMP-LP Louisville, every Monday at 6pm and repeats Tuesdays at 12am and 10am. Find us at http://forwardradio.org The music in this podcast is courtesy of the local band Appalatin and is used by permission. Explore their delightful music at http://appalatin.com

Head of Advanced Planning, Ann Bjerke, and Senior Wealth Strategists Joyce Crivellari, Catherine McDermott, and Rebecca Sterling reflect on the latest report from the Women's Segment and discuss planning strategies that are especially relevant for women today.

During a new episode of The Bull, The Bear, and My Brother's Chair, Steve Nieno, an expert in advanced planning, joins Brian Lucius, Gradient's Chief Distribution Officer, to highlight what you need to do to build a lasting estate plan. Join Brian and Steve as they have an informative and personal conversation about how building an estate plan — and updating it as needed — is one of the most essential financial moves you can make. And, just as critically, Brian and Steve detail how you don't need to be wealthy or in possession of significant assets, to need an estate plan.