Podcasts about Estate

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    Best podcasts about Estate

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    Latest podcast episodes about Estate

    Early Retirement
    Here's When A Will Is Sufficient And Trust Isn't Necessary (Part 1)

    Early Retirement

    Play Episode Listen Later Aug 4, 2025 13:15 Transcription Available


    Estate planning doesn't have to be complicated. This episode breaks down the essentials: wills, trusts, and what actually matters, so you can protect your assets and give your loved ones peace of mind.Wills determine where assets go after death. Trusts do that and more. They can manage assets during your lifetime and help avoid probate, offering more flexibility and control.In states like Texas, Arizona, and Florida, probate tends to be fast and affordable, so a will might be enough. But in places like California, New York, and Oregon, a trust can help you avoid long, expensive, and public court proceedings. Some situations call for extra planning regardless of location, such as blended families, special needs beneficiaries, or owning property in multiple states.This episode also explores the idea of a “dead box,” a digital folder that holds important documents, passwords, and instructions to make life easier for your family during a difficult time.Estate planning isn't just about legal documents. It's about creating clarity and making sure your family knows what to do when it matters most.Listen to Part 2: FAQs: Wills, Trusts, Power of Attorneys, and Other Estate Planning Tools -Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

    Finding Genius Podcast
    Virtual Paralegal Services For The Modern Client: A Conversation With Selena Sing

    Finding Genius Podcast

    Play Episode Listen Later Aug 2, 2025 31:52


    In this episode, we connect with Selena Sing, the president of Paralegal Activity, LLC, to discuss how she provides top-tier virtual paralegal support to attorneys across all fields of practice. Since starting her career at the public defender's office in Orange County, Florida, Selena honed her practice working in various areas of civil litigation and business until she launched her virtual paralegal service in 2020.  From client management and document drafting to case analytics, Paralegal Activity, LLC isn't just pushing paper – they're figuring out how to achieve goals on behalf of their clients… This discussion outlines: What virtual paralegal services are, and what makes them so valuable.  How Selena's company enhances the efficiency of law firms across Florida.  Paralegal Activity's most in-demand service. How to determine whether or not a law firm is functioning optimally. The most repetitive issues that exist within the legal field. Ready to learn how Paralegal Activity, LLC does all the legal legwork and document preparation to help attorneys expand their client base and grow their firm? Could virtual paralegals be the future of remote legal services for individuals? Hit play to decide for yourself! Ready to connect with a paralegal directly and put these services to the test? Click here or send an email to paralegalactivityllc@gmail.com now!

    Beyond The Horizon
    Ghislaine Maxwell Sues Epstein's Estate For Legal Fee's

    Beyond The Horizon

    Play Episode Listen Later Aug 2, 2025 16:01


    Ghislaine Maxwell is suing Epstein's estate for legal fees to defend her from allegations of being part of not only the day-to-day operations but also as a co-conspirator.This latest move by Maxwell is another slap in the face to the survivors or Epstein's abuse. Her lawsuit was filed in the Virgin Islands on Friday.To contact me:bobbycapucci@protonmail.comSource:https://www.nytimes.com/2020/03/18/business/jeffrey-epstein-ghislaine-maxwell-lawsuit.html

    The Jimmy Rex Show
    #636 - Chandler Smith - Finding Love Again After Wife Passes Away

    The Jimmy Rex Show

    Play Episode Listen Later Jul 31, 2025 41:28


    In this special live episode of The Jimmy Rex Show, recorded during one of our Expert Networking Nights, Jimmy sits down with Chandler Smith to talk about his journey from top door-to-door salesman to building a multimillion-dollar real estate portfolio, and the deeply personal experiences that shaped his life along the way. Chandler opens up about the heartbreak of losing his wife at a young age and how that tragedy changed his perspective on success, relationships, and what really matters.He shares the raw story of navigating grief, rebuilding his life, and eventually finding love again with his new wife. Chandler also dives into how he used the discipline from door-to-door sales to start buying properties at 18, growing that first deal into over 400 rental units, and creating lasting financial freedom.This conversation is about more than business – it's about resilience, love, and designing a life that honors your values. Whether you're in sales, real estate, or just searching for purpose after loss, this live episode is packed with powerful lessons on turning pain into growth and creating a life worth living.

    The Clement Manyathela Show
    The Sharing Space – Siblings feel entitled to late sibling's estate

    The Clement Manyathela Show

    Play Episode Listen Later Jul 30, 2025 19:44 Transcription Available


    Clement Manyathela hears from a listener who feels that her siblings are entitled to her late sister’s estate. The Clement Manyathela Show is broadcast on 702, a Johannesburg based talk radio station, weekdays from 09:00 to 12:00 (SA Time). Clement Manyathela starts his show each weekday on 702 at 9 am taking your calls and voice notes on his Open Line. In the second hour of his show, he unpacks, explains, and makes sense of the news of the day. Clement has several features in his third hour from 11 am that provide you with information to help and guide you through your daily life. As your morning friend, he tackles the serious as well as the light-hearted, on your behalf. Thank you for listening to a podcast from The Clement Manyathela Show. Listen live on Primedia+ weekdays from 09:00 and 12:00 (SA Time) to The Clement Manyathela Show broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/XijPLtJ or find all the catch-up podcasts here https://buff.ly/p0gWuPE Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook https://www.facebook.com/TalkRadio702 702 on TikTok https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

    Knewz
    Gene Hackman's $80 Million Estate in Turmoil

    Knewz

    Play Episode Listen Later Jul 30, 2025 2:50 Transcription Available


     The estates for late actor Gene Hackman and his wife, Betsy Arakawa, are being hit with creditors' claims over alleged debt the couple left behind at the time of their deaths. Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

    Over A Glass with Shanteh Wale, a wine & drinks podcast
    Alex Beckett (Marnong Estate, Victoria) - championing the region's potential

    Over A Glass with Shanteh Wale, a wine & drinks podcast

    Play Episode Listen Later Jul 30, 2025 34:19


    Alex Beckett is the Head Winemaker at Marnong Estate, located in the Sunbury region of Victoria's Port Phillip Zone. After making waves in the Hunter Valley, Alex is now focused on cool-climate winemaking and championing the region's potential. https://marnongestate.com.au Chapters 00:00 Introduction and Acknowledgment of Traditional Custodians 00:28 Alex Beckett's Journey into Winemaking 02:55 The Influence of Tyrrell's and Early Experiences 05:54 Transitioning to Cool Climate Winemaking 08:48 The Move to Manong Estate 11:48 Exploring the Sunbury Region 15:00 Community Focus and Future Aspirations 17:53 Winemaking Philosophy and Techniques 20:43 Innovations in Sangiovese and Other Varieties 23:47 Inspiration and Mentorship in the Industry 29:41 Personal Preferences and Closing Thoughts SUBSCRIBE TO OUR NEWSLETTER FOR EXCLUSIVE ARTICLES, NEWS, GIVEAWAYS AND BEHIND THE SCENES https://deepintheweeds.us6.list-manage.com/subscribe?u=d33e307cf7100cf947e2e6973&id=d17d8213f5 Follow Over a Glass https://www.instagram.com/overtheglasspod  Host Shanteh Wale https://www.instagram.com/shantehwale/?hl=en Executive Producer Rob Locke https://www.instagram.com/foodwinedine/ Executive Producer Anthony Huckstep https://www.instagram.com/huckstergram/ LISTEN TO OUR OTHER FOOD PODCASTS https://linktr.ee/DeepintheWeedsNetwork Over a Glass is a wine & drinks podcast with Shanteh Wale exploring the personalities, stories and landscape of the wine and drinks business. An Australian Wine and Drinks Podcast from the Deep in the Weeds Network.

    Ecovicentino.it - AudioNotizie
    Previsioni meteo 30-31 luglio, mercoledì instabile e giovedì con tempo sereno e caldo

    Ecovicentino.it - AudioNotizie

    Play Episode Listen Later Jul 30, 2025 0:58


    Sull'Europa centro-settentrionale insiste una circolazione ciclonica d'aria fresca, che sulla nostra regione, specie sulle zone interne, porta una relativa variabilità e alcune fasi di precipitazioni, con oscillazioni delle temperature un po' sotto la norma. In Veneto la giornata più soleggiata e calda nelle ore diurne è attesa per giovedì.

    The Interview with Leslie
    Exploring East Hampton - feat. Joey Wölffer

    The Interview with Leslie

    Play Episode Listen Later Jul 29, 2025 40:59


    EPISODE SPONSOR: Tenmile Distillery: Use code "THEINTERVIEW" for 10% off all orders This week on The Interview, we continue our Summer Travel Series with a sun-soaked stop in the Hamptons—home to ocean breezes, classic Americana, and the ever-iconic Wölffer Estate Vineyard.I'm joined by the remarkable Joey Wölffer—entrepreneur, designer, equestrian, Co-Owner and Chief Brand Officer of Wölffer Estate. Together with her brother Marc, husband Max Rohn, and winemaker Roman Roth, Joey took over the family business in 2013, launching the now-famous Summer in a Bottle Rosé—a Hamptons essential that sells out each year and has become the fastest-growing rosé in NYC.In this episode, Joey shares what makes this corner of the world so magical—from sunset cocktails at the vineyard to her favorite restaurants, stores and beaches. We also talk about the amazing wines and work of Wölffer Estate Vineyard, meeting her husband on the train out to the Hamptons, balancing motherhood with all else that she does, and all of the wonderful and special things about this area of the world where she grew up spending her summers. Joey is self-deprecating, funny and smart - her love and knowledge of this part of the world shines through every part of our conversation.Whether you're planning a trip to the Hamptons or just daydreaming of drinks at her vineyard or perfect beach sunsets, you'll want to hit play on this episode.Stream the episode now wherever you get your podcasts—and don't forget to subscribe so you never miss a conversation. And if you haven't already, be sure to follow us on Instagram ⁠@TheInterviewWithLeslie⁠

    Tasmanian Country Hour
    What's making the oysters starve and a new vineyard purchase for Derwent Estate

    Tasmanian Country Hour

    Play Episode Listen Later Jul 29, 2025 51:43


    Tasmanian Country Hour
    Derwent Estate Winery spreads its wings to the Coal River Valley

    Tasmanian Country Hour

    Play Episode Listen Later Jul 29, 2025 6:36


    Healthy Busy Life - Cambia la tua vita, un'abitudine alla volta
    Ep. 211 – Scegliere sé stesse senza sentirsi egoiste: ti racconto la mia estate

    Healthy Busy Life - Cambia la tua vita, un'abitudine alla volta

    Play Episode Listen Later Jul 28, 2025 14:57


    Ti è mai successo di portare avanti abitudini solo perché “si è sempre fatto così”, anche quando non ti rispecchiano più? In questo episodio ti racconto cosa è successo quando ho deciso di rompere una tradizione familiare legata alle vacanze estive per scegliere un modo di vivere quel tempo più allineato a chi sono oggi. Un cambiamento che all'inizio sembrava scomodo, ma che si è rivelato rigenerante per me e sorprendentemente nutriente anche per le persone che amo. Parliamo di:

    ThimbleberryU
    Estate Planning Pitfalls And How To Avoid Them (Part 1)

    ThimbleberryU

    Play Episode Listen Later Jul 28, 2025 14:34


    Today, we look at the first five of ten common estate planning pitfalls that many people either ignore or misunderstand, and we lay out the real-life consequences of those mistakes. Estate planning is important not in terms of wealth, but in terms of reducing stress and preserving relationships when someone passes away. Whether or not someone is wealthy, a proper estate plan can prevent delayed decisions, misallocated assets, and elevated emotions for surviving loved ones - during a very stressful time.The first pitfall we tackle is not having a will at all. If someone dies without a will, their state—not their estate—decides who inherits what, based on legal formulas that ignore personal relationships or intentions. These formulas differ by state and often don't align with what people assume will happen.Next, we highlight the danger of outdated documents. Many people who think they're covered by old wills or plans don't realize that state laws or life changes—like moves, marriages, or children—can render those documents ineffective. We share a story of a family who thought they were protected, only to find out their paperwork didn't align with their current state's laws.Then, we move into beneficiary designations, which can override a will because they're treated as contracts. If those designations are outdated, such as naming an ex-spouse, the wrong person could end up with assets, regardless of what the will says. This is why reviewing beneficiaries regularly is crucial.The fourth pitfall is unfunded trusts. Setting up a trust isn't enough—it has to be funded, meaning the assets need to be formally moved into the trust. Without doing this, the trust is an empty safe, and the probate process still applies. We discuss a case where a well-intentioned trust ended up being completely ineffective because it wasn't properly funded.Finally, we address the lack of incapacity planning. Many people forget to prepare for a scenario where they're alive but unable to make decisions. Without healthcare directives or powers of attorney, families may have to go to court just to pay bills or make medical decisions—adding legal stress to already emotional situations.We wrap up by reiterating the importance of having clear, updated, and legally valid documents in place—not just for your sake, but for those you care about. In Part 2, we'll continue with the next five pitfalls to avoid. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

    Mach 1 Market Moment Podcast
    Top 10 Things You Should Know About the One Big Beautiful Bill

    Mach 1 Market Moment Podcast

    Play Episode Listen Later Jul 28, 2025 22:48


    This week, Matt, John, and Isaac, dive deep into the groundbreaking "One Big Beautiful Bill" — a sweeping piece of legislation that could reshape your taxes, savings, and financial future. Whether you're a taxpayer, parent, senior, or business owner, these top 10 highlights are essential listening.  Here's what's inside the bill (and this episode):  1️⃣ Individual Income Tax Rates Made Permanent – The TCJA tax brackets (10%-37%) are now here to stay.   2️⃣ Higher Standard Deduction Made Permanent – $31,500 for joint filers, $15,750 for singles starting 2025.   3️⃣ Estate & Gift Tax Exemptions Increased – Up to $30M for couples, inflation-adjusted.   4️⃣ SALT Deduction Cap Raised – Increased to $40,000 in 2025 with phaseouts and future reductions.   5️⃣ New Senior Tax Deduction – $6,000 for those 65+ with moderate incomes (2025–2028).   6️⃣ Tip Income Deduction – Deduct up to $25,000 in tip income (phases out at higher incomes).   7️⃣ Overtime Tax Break – Deduct OT pay: $25K (married) / $12.5K (single), 2025–2028.   8️⃣ Car Loan Interest Deductible – For U.S.-assembled vehicles, up to $10K interest deductible.   9️⃣ Child Tax Credit Boosted – Increased to $2,200 in 2026 and made permanent.   

    il posto delle parole
    Alessandra Leva "Quello che mi ha detto il diavolo"

    il posto delle parole

    Play Episode Listen Later Jul 27, 2025 17:04


    Alessandra Leva"Quello che mi ha detto il diavolo"L'estate del nostro coraggioeffequ edizioniwww.effequ.itLo scopo di un nome collettivo è quello di denotare un insieme di individui dando, appunto, un senso di collettività. Tante api rendono il nome di ‘sciame', un gruppo di pecore viene chiamato ‘gregge' e un insieme di persone viene definito ‘folla'. Non c'è però nessun nome collettivo per denotare un gruppo di soli bambini. Noi eravamo otto, nati e cresciuti nella stessa via e, in questo caso, avremmo potuto prendere il nome di ‘tripudio di bambini'. Ma quell'estate avrebbero anche potuto definirci come un ‘macello di bambini'.Estate 2004. Alberto ha dieci anni e vive con la sorella Rachele e la nonna in una strada protetta dal bosco e dal lago, senza i genitori. Nella stessa via abitano sei bambini: il gruppetto gioca sempre insieme. Le cose cambiano quando nel ‘loro' bosco sul lago vengono trovati i corpi di due giovani, e si inizia a parlare di sette, di diavoli e di strani rituali. Convinto di aver subìto una maledizione il gruppo, capeggiato da Luca, inizia a sottoporsi a una serie di prove di coraggio sempre più pericolose, fino a che tutto non sfugge loro, fatalmente, di mano. Sarà lo stesso Alberto, una volta cresciuto, a rompere il silenzio e tornare a raccontare di quell'estate maledetta. Scritto con la delicatezza di un rimorso, il romanzo d'esordio di Alessandra Leva indaga le zone d'ombra, il male annidato nella mente dei bambini, il momento esatto in cui l'innocenza si perde. ** Questo è il romanzo selezionato dalla Call Under 25 proposta nell'estate 2024. Alessandra Leva (Varese, 2002) ha studiato al corso Academy della scuola Holden; ha poi proseguito gli studi con un master in editoria.IL POSTO DELLE PAROLEascoltare fa pensarewww.ilpostodelleparole.itDiventa un supporter di questo podcast: https://www.spreaker.com/podcast/il-posto-delle-parole--1487855/support.

    Target Market Insights: Multifamily Real Estate Marketing Tips
    Bonus Depreciation and Cost Segregation with Gian Pazzia, Ep. 733

    Target Market Insights: Multifamily Real Estate Marketing Tips

    Play Episode Listen Later Jul 25, 2025 39:07


    Gian Pazzia is a seasoned cost segregation expert and structural engineer who has spent over 25 years helping real estate investors unlock powerful tax strategies. As a former engineer at Arthur Andersen and current leader at costsegregation.com and KBKG, Gian has worked with everyone from small landlords to major casinos and Fortune 500 companies to help them accelerate depreciation and reduce their tax burdens.    

    The Patti Brennan Show
    Ep 184 Wills, Trusts & Big Mistakes: What Most People Get Wrong About Estate Planning

    The Patti Brennan Show

    Play Episode Listen Later Jul 25, 2025 35:03


    Estate planning is one of the most important—and most overlooked—components of a sound financial plan. In this episode, Patti Brennan and Chief Planning Officer Eric Fuhrman dive into the biggest misconceptions they see every day, from outdated documents and rigid trusts to costly beneficiary oversights and changes in tax law. Whether you have $20 or $200 million, this conversation offers practical insight and real-life stories that underscore why a well-crafted estate plan isn't just about transferring wealth—it's about protecting the people and causes you care about most.    

    The Moscow Murders and More
    The Epstein Estate Is In Possession Of The Epstein Birthday Book According To Brad Edwards (7/25/25)

    The Moscow Murders and More

    Play Episode Listen Later Jul 25, 2025 13:24


    Attorney Bradley Edwards, who has represented over 200 victims of Jeffrey Epstein, revealed that a so-called "birthday book" given to Epstein for his 50th birthday—including an allegedly suggestive letter from Donald Trump—is in the possession of Epstein's estate. Edwards said multiple victims, and even Ghislaine Maxwell, were involved in assembling the book and that its existence was “an absolute fact.” He added that the executors of Epstein's estate would readily comply with a congressional subpoena to produce the book, calling it a critical piece of evidence that could settle questions about what exactly is inside—such as whether there truly is a Trump-signed card with risqué artwork.Edwards emphasized its potential significance, saying the item could aid victims' healing and “go down in history” as an artifact revealing who Epstein considered close to him. He noted the book may also include letters from Epstein's family and other content that could unearth details about the broader network around him. His comments have prompted Rep. Ro Khanna to push for a congressional subpoena to obtain the book. Meanwhile, Trump has denied sending any erotic letter and has filed a defamation lawsuit against The Wall Street Journal, which first reported on the book's existence.to contact me:bobbycapucci@protonmail.comsource:Bombshell Claim on Who Is Hiding Epstein's Birthday BookBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-moscow-murders-and-more--5852883/support.

    The Last Word with Lawrence O’Donnell
    Epstein victims' lawyer: Congress can subpoena Epstein birthday book from Epstein estate

    The Last Word with Lawrence O’Donnell

    Play Episode Listen Later Jul 24, 2025 46:58


    Tonight on The Last Word: Bradley Edwards, an attorney for over 200 of the survivors of Jeffrey Epstein's abuse, joins Lawrence O'Donnell for an exclusive interview and reveals that he believes the Jeffrey Epstein birthday book with a letter bearing Donald Trump's name as reported first by The Wall Street Journal is in possession of the Epstein estate. Rep. Ro Khanna and Andrew Weissmann also join to react to the breaking news.

    Beyond The Horizon
    The Epstein Estate Is In Possession Of The Epstein Birthday Book According To Brad Edwards (7/24/25)

    Beyond The Horizon

    Play Episode Listen Later Jul 24, 2025 13:24


    Attorney Bradley Edwards, who has represented over 200 victims of Jeffrey Epstein, revealed that a so-called "birthday book" given to Epstein for his 50th birthday—including an allegedly suggestive letter from Donald Trump—is in the possession of Epstein's estate. Edwards said multiple victims, and even Ghislaine Maxwell, were involved in assembling the book and that its existence was “an absolute fact.” He added that the executors of Epstein's estate would readily comply with a congressional subpoena to produce the book, calling it a critical piece of evidence that could settle questions about what exactly is inside—such as whether there truly is a Trump-signed card with risqué artwork.Edwards emphasized its potential significance, saying the item could aid victims' healing and “go down in history” as an artifact revealing who Epstein considered close to him. He noted the book may also include letters from Epstein's family and other content that could unearth details about the broader network around him. His comments have prompted Rep. Ro Khanna to push for a congressional subpoena to obtain the book. Meanwhile, Trump has denied sending any erotic letter and has filed a defamation lawsuit against The Wall Street Journal, which first reported on the book's existence.to contact me:bobbycapucci@protonmail.comsource:Bombshell Claim on Who Is Hiding Epstein's Birthday Book

    The Epstein Chronicles
    The Epstein Estate Is In Possession Of The Epstein Birthday Book According To Brad Edwards (7/24/25)

    The Epstein Chronicles

    Play Episode Listen Later Jul 24, 2025 13:24


    Attorney Bradley Edwards, who has represented over 200 victims of Jeffrey Epstein, revealed that a so-called "birthday book" given to Epstein for his 50th birthday—including an allegedly suggestive letter from Donald Trump—is in the possession of Epstein's estate. Edwards said multiple victims, and even Ghislaine Maxwell, were involved in assembling the book and that its existence was “an absolute fact.” He added that the executors of Epstein's estate would readily comply with a congressional subpoena to produce the book, calling it a critical piece of evidence that could settle questions about what exactly is inside—such as whether there truly is a Trump-signed card with risqué artwork.Edwards emphasized its potential significance, saying the item could aid victims' healing and “go down in history” as an artifact revealing who Epstein considered close to him. He noted the book may also include letters from Epstein's family and other content that could unearth details about the broader network around him. His comments have prompted Rep. Ro Khanna to push for a congressional subpoena to obtain the book. Meanwhile, Trump has denied sending any erotic letter and has filed a defamation lawsuit against The Wall Street Journal, which first reported on the book's existence.to contact me:bobbycapucci@protonmail.comsource:Bombshell Claim on Who Is Hiding Epstein's Birthday BookBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

    Complete Estate Planning
    Mailbag: Can I Disinherit a Child Without Causing Drama?

    Complete Estate Planning

    Play Episode Listen Later Jul 24, 2025 8:32


    The Red Wagon Estate Planning & Elder Law Show
    Don't Wait Until It's Too Late: How to Talk about Your Estate Plan

    The Red Wagon Estate Planning & Elder Law Show

    Play Episode Listen Later Jul 24, 2025 27:21


    Estate plans can protect your legacy, but without open communication, they can also become a source of conflict. Join Jeff Bellomo as he tackles one of the toughest estate planning challenges: how to talk to your family about your wishes.  Jeff shares real-life insights, including a cautionary tale about how disclosing financial details too early can backfire. Instead, he emphasizes the power of communicating clearly and sharing your “why.” Explaining your intentions, thought processes, and expectations—even when uncomfortable—can promote a healthy family dynamic after you're gone.     WHAT YOU NEED TO KNOW (00:00) Episode introduction. (02:05) How involved should the family be in estate planning and who should be on your estate planning team?   (03:55) Setting expectations and the danger of sharing financial numbers too soon.   (08:52) Family dynamics can change when the parents are gone.  (10:09) Communication is imperative to avoid misunderstandings about the parents' wishes.  (11:20) Explanations matter when choosing powers of attorney, executor, etc.   (14:55) How to address blended family dynamics.   (16:25) Are holiday gatherings a good time to discuss plans?  (19:18) Inheritance is not an entitlement.  (22:03) How second marriages and joint ownership can lead to unintended consequences.   (24:44) Communication now is key to avoiding conflict later.   ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/      

    The Jimmy Rex Show
    #634 - Ben Rogers - Top Influencer On Twitter Discusses How Nothing In The World Seems Normal Anymore

    The Jimmy Rex Show

    Play Episode Listen Later Jul 23, 2025 56:24


    In this episode of The Jimmy Rex Show, Jimmy sits down with Ben Rogers—better known as Dr. Manhattva—an internet thinker known for his viral insights on health, finance, philosophy, and systems. Ben shares his unique journey from Yale and Wall Street to full-time writing and deep inner work, sparked by a health scare that changed the course of his life.They dive into Ben's transformation through yoga, somatic therapy, and personal exploration, as well as his sharp takes on the modern economy, identity, and living authentically in a noisy world. His ability to blend ancient wisdom with practical frameworks has earned him a massive following and the respect of major influencers. If you're interested in personal evolution, breaking free from the system, or just want to hear from someone carving a bold path, this is a conversation you won't want to miss.

    The Epstein Chronicles
    Mega Edition: Maria Farmer And Her Lawsuit Filed Against The Jeffrey Epstein Estate (7/22/25)

    The Epstein Chronicles

    Play Episode Listen Later Jul 23, 2025 27:19


    Maria Farmer, among the earliest public accusers of Jeffrey Epstein, filed a civil lawsuit in 2019 against his estate, alongside several other women, accusing Epstein and Ghislaine Maxwell of kidnapping, rape, false imprisonment, and battery. The complaint details traumatic incidents in 1996—within Ohio and New Mexico properties owned by Epstein and his associates—where both Maria and her sister Annie were sexually assaulted. Her suit asserts the estate's responsibility for the "vast enterprise" that enabled their abuse and seeks damages, underscoring longstanding failures to hold Epstein and his network legally accountable.Beyond seeking damages, the lawsuit challenges the enduring silence and institutional protection that allowed Epstein's crimes to persist unchecked. Farmer argues that serial investigations by the FBI and other authorities were bungled or abandoned—even after initial victim reports in 1996 and again in 2006. By targeting the estate, the legal action aims not just for financial compensation but symbolic justice, demanding transparency and consequences long overdue. Her case holds the estate to account for more than just Epstein's actions; it challenges the entire infrastructure that covered up and perpetuated his abuses for decades.to contact me:bobbycapucci@protonmail.comsource:DisplayFile.aspx (vicourts.org)Become a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

    The Jon Sanchez Show
    07/23- Lessons learned from Jimmy Buffet's estate

    The Jon Sanchez Show

    Play Episode Listen Later Jul 23, 2025 32:29


    Jimmy Buffet created a $275 million estate before he passed away in 2023.  Two days ago, his wife who is a co-trustee of his estate and the other co-trustee, his business manager, have now sued each other, something I am sure Jimmy Buffet would be furious about.  You see, he thoughtfully created his living trust but he made one major mistake.  I'll tell you what it is, so you don't do the same thing, today on the Jon Sanchez Show at 3pm.

    Wine Country Women
    Episode 254 - Bridget Dunnington, Dogfarm Estate

    Wine Country Women

    Play Episode Listen Later Jul 23, 2025 40:43


    Episode 254 - Bridget Dunnington, Dogfarm Estate by Michelle Mandro

    Copertina
    Speciale Estate 2025

    Copertina

    Play Episode Listen Later Jul 23, 2025 25:42


    di Matteo B. Bianchi | Copertina viene in vostro aiuto con tanti consigli di lettura, tra novità curiose e recuperi d'eccezione, per risolvere il dilemma che attanaglia ogni lettore e lettrice sulla soglia delle vacanze: cosa leggo quest'estate? Libri consigliati in questo episodio: IL FIUME D'ERBA di Helen Humphreys, PlaygroundBIG TIME di Jordan Prosser, Mattioli 1885FARE IL POSSIBILE di Claudio Bagnasco, TerrarossaLA VITA IMMAGINATA di Andrew Porter, FeltrinelliA DOMANDA RISPONDO di Armando Vertorano, nottetempoLA MIA VITA COME LA VOSTRA di Jan Grue, IperboreaLA MIA PERSONALE IDEA DI INFERNO di Giulio Somazzi, AccentoK-PAX di Jim Brewer, AccentoROMA CAPOVOLTA di Giò Staiano, FeltrinelliPICCOLO DIZIONARIO DELLE MALATTIE LETTERARIE di Marco Rossari, EinaudiIL GIORNO DELL'APE di Paul Murray, EinaudiL'EVENTO di Annie Ernaux, BurTUTTI I RACCONTI di Raymond Carver, Meridiano Mondadori Learn more about your ad choices. Visit megaphone.fm/adchoices

    Beyond The Horizon
    Annie Farmer And Her Claims Against The Jeffrey Epstein Estate (7/21/25)

    Beyond The Horizon

    Play Episode Listen Later Jul 22, 2025 33:29


    Annie Farmer's lawsuit against the Jeffrey Epstein estate details her experience as one of the youngest known victims in his trafficking network. She alleges that she was lured in 1996, when she was just 16 years old, under the guise of attending a career-oriented retreat in New Mexico. Instead, she was brought to Epstein's secluded Zorro Ranch, where she was subjected to inappropriate touching and sexual assault. The lawsuit states that Ghislaine Maxwell was directly involved in orchestrating the abuse—posing as a mentor figure and participating in grooming tactics that made the encounter appear safe and professional, when in fact it was anything but.to  contact me:bobbycapucci@protonmail.comsource:DisplayFile.aspx (vicourts.org)

    SHE MD
    Negotiating Your Worth as a Woman: Lessons from Your Rich BFF Vivian Tu

    SHE MD

    Play Episode Listen Later Jul 22, 2025 43:49


    In this episode of SHE MD, host Mary Alice Haney welcomes Vivian Tu, the financial literacy expert behind "Your Rich BFF." Vivian shares her journey from Wall Street to social media stardom, offering invaluable insights on women's financial empowerment. The conversation covers everything from negotiating salaries to teaching children about money. Vivian introduces her "STRIP Method" for building wealth and offers practical advice on investing, avoiding lifestyle creep, and changing money mindsets.Access more information about the podcast and additional expert health tips by visiting SHE MD Podcast and Ovii. Sponsors: Timeline: Timeline is offering10% off your order of Mitopure. Go to timeline.com/SHEMD.Cymbiotika: Go to Cymbiotika.com/SHEMD for 20% off your order + free shipping today.Vionic: Use code SHEMD at checkout for 15% off your entire order at www.vionicshoes.com when you log into your account. 1 time use only.SleepMe: Visit www.sleep.me/SHEMD to get your Chilipad at 20% off with code SHEMD1MD: Visit 1MD.org, use code SHEMD, and enjoy 15% off your first order. Vivian Tu's 5 Key Takeaways:Secure Your Financial Foundation: Your Rich BFF, Vivian highlights that women should actively participate in their personal finances. The "STRIP Method" (Savings, Total debt, Retirement, Invest, Plan) provides a comprehensive approach to personal finance management. Smart Money Habits With Kids and Family: Involve teens in budgeting, investing basics, and college savings (e.g., 529 plans). Use allowances as teaching tools—split into Save/Spend/Give categories. Plan a "money date" with your partner to review finances together so you can establish your financial expectations as partners.Create Multiple Income Streams: Monetize skills (freelancing, consulting) or invest in rental properties/dividend stocks. Side hustles and passive income accelerate wealth and provide security.Invest Strategically for Long-Term Growth: Maximize retirement accounts (401(k), IRA) and invest in low-cost index funds or ETFs. Time is still on your side—compound growth works even in your 40s/50s.Plan Your Legacy Now: Draft a will, set up trusts, and discuss inheritance plans with family. Estate planning avoids legal battles and ensures your wealth benefits loved ones.In This Episode: (00:00) Introduction(01:24) Who is Your Rich BFF - Vivian Tu?(02:33) Vivian's journey from Wall Street to TikTok(05:33) Your Rich BFF Podcast: Networth and Chill(06:23) Women's underrepresentation in venture capital(09:20) Biggest financial lesson from Wall Street(11:35) Importance of choosing the right partner(19:46) Teaching children about financial literacy(24:09) Advice for women returning to the workforce(26:16) How to start investing with little money(27:45) The best thing Vivian learned from a guest on her podcast(28:30) The STRIP Method for financial success(36:30) Understanding and avoiding lifestyle creep(39:45) Rich people help each other succeedRESOURCES:Vivian Tu | Your Rich BFF Instagram: https://www.instagram.com/your.richbff/?hl=enVivian Tu | Your Rich BFF TikTok : https://www.tiktok.com/@yourrichbff?lang=enYour Rich BFF YouTube : https://www.youtube.com/yourrichbffNetworth and Chill Podcast : https://podcasts.apple.com/us/podcast/networth-and-chill-with-your-rich-bff/id1676999261GUEST BIOGRAPHY:Vivian Tu is a former Wall Street trader turned financial educator, NYT bestselling author, and CEO of Your Rich BFF. With 8M+ followers, she's a Forbes 30 Under 30 honoree making finance accessible through viral content, her chart-topping podcast Net Worth & Chill, and partnerships with brands like SoFi, Lululemon, and Adobe. Her debut book, RICH AF, was a 7-figure deal with Penguin Random House. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    SML Planning Minute
    Practical Estate Planning Ideas for “Middle Tier” Families

    SML Planning Minute

    Play Episode Listen Later Jul 22, 2025 8:45


    Episode 341 - News flash: Estate planning is not for just the wealthy. Here are some ideas put forward in a recent article by renowned estate attorney Jonathan Blattmachr, especially for what he describes as “middle tier clients,” which he defines as people whose wealth does not exceed the available exemptions.

    news ideas families tier estate practical estate planning jonathan blattmachr
    Tales From The Estate
    Tales From The Estate Episode 207 - The Ruggies

    Tales From The Estate

    Play Episode Listen Later Jul 22, 2025 62:38


    We are back after a few weeks to tell you all about our trip to Inkcarceration, we battle over musical instruments, Kaitlyn has new drama and facts, there are all new reviews as well as our Top 5 favorite quotes!

    Clare FM - Podcasts
    Illegal Dumping & Bench Burnt Out In Shannon Estate

    Clare FM - Podcasts

    Play Episode Listen Later Jul 22, 2025 18:09


    We begin with the problem that never seems to go away: illegal dumping. This latest incident comes from an estate in Shannon, where there is not only illegal dumping taking place, but a burnt-out bench has been in situ for years. to discuss this further, Alan Morrissey was joined by Shane Doody, Shannon Sinn Féin Representative and homeless family support worker.

    My Italian Podcast
    MIP 122 - Cinque cibi estivi da provare in Italia

    My Italian Podcast

    Play Episode Listen Later Jul 21, 2025 6:50


    Stai progettando le tue vacanze estive in Italia, ma non sai quali piatti provare? In questo episodio, ti portiamo alla scoperta di cinque cibi deliziosi.Support the show

    Dollars & Sense with Joel Garris, CFP
    Q2 Market Surprises, New Tax Law Details & The 10 Biggest Retirement Pitfalls

    Dollars & Sense with Joel Garris, CFP

    Play Episode Listen Later Jul 21, 2025 40:10


    We break down the wild swings of Q2 2025 markets (did you know it was the first time since 1938 the S&P 500 was both up AND down 10%+ in a single quarter?!

    FICPA Podcasts
    Federal Tax Update: Dealing with Uncashed Retirement Plan Checks

    FICPA Podcasts

    Play Episode Listen Later Jul 21, 2025 107:59


    https://vimeo.com/1102786771?share=copy#t=0 https://www.currentfederaltaxdevelopments.com/podcasts/2025/7/19/2025-07-21-dealing-with-uncashed-retirement-plan-checks This week we look at: Conservation Easement Deductions: A Critical Review of Rock Cliff Reserve, LLC Portability Election Pitfalls: A Deep Dive into Estate of Rowland and DSUE Requirements Understanding Equitable Tolling in Tax Court: Insights from Boechler, P.C. v. Commissioner A Critical Review of Veribest Vesta, LLC v. Commissioner of Internal Revenue: Implications for Conservation Easement Valuations Understanding Withholding and Reporting for Uncashed Retirement Plan Distribution Checks: A Review of Rev. Rul. 2025-15 Fifth Circuit Affirms Tax Court's Disallowance of Micro-Captive Insurance Deductions: An Analysis of Swift v. Commissioner  

    Life Between the Vines
    Vino Lingo – “Persona” Adam Casto, Winemaker, Ehlers Estate, Napa Valley

    Life Between the Vines

    Play Episode Listen Later Jul 21, 2025 0:44


    This week on our Vino Lingo segment we feature Adam Casto, Winemaker, Ehlers Estate, Napa Valley, defining the term “Persona”.  Learn more by visiting ehlersestate.com

    Life Between the Vines
    Podcast 715 – Adam Casto, Winemaker, Ehlers Estate, Napa Valley

    Life Between the Vines

    Play Episode Listen Later Jul 21, 2025 30:20


    Ehlers Estate Winery is always a fun place to visit and this time we met up with Winemaker Adam Casto and his four legged friend Adrian. Ehlers is found on Highway 29 just around the corner from the Culinary Institute of America, a historic area in Napa Valley. We talked about science, wine, vineyards and [...]

    Team Lally Hawaii Real Estate Podcast
    Solar Shifts, Tax Breaks & Smarter Ownership with Ryno Irwin

    Team Lally Hawaii Real Estate Podcast

    Play Episode Listen Later Jul 21, 2025


    This week on the Team Lally Real Estate Radio Show, we interview Ryno Irwin, Owner and CEO of Hawaii Unified and Co-Founder of Go Local Powur. He unpacks how recent changes in federal tax credits are impacting both residential and commercial solar, why electric bills keep rising, what leasing really means, and how batteries play a role in maximizing solar investments. You also hear the truth about available tax credits, financing options, and how to know when the time is right to make the switch.We also have our Experts We Trust. Jodie Tanga of Pacific Rim Mortgage shares an incredible first-time homebuyer program that offers $5,000 toward closing costs with no interest, no monthly payments, and long-term benefits. Kyle Shimoda of INPAC Wealth provides insights for landlords and property owners sitting on investment real estate, including how 1031 Exchanges and DSTs can help build wealth, and details about an upcoming event for accredited investors. Duke Kimhan of Hawaii Pacific Property Management talks about what sets great property managers apart, why interviewing more than one is essential, and how their team handles tens of thousands of maintenance calls each year—most of them plumbing-related.Who is Ryno Irwin?Ryno Irwin is a visionary leader and entrepreneur with deep roots in Hawaiʻi. Launching his first construction business back in 2006, he has consistently grown companies centered on innovation, opportunity, and making a lasting impact across the islands. Today, as Owner and CEO of Hawaii Unified Industries, Ryno focuses on sustainable growth, job creation, and delivering local benefits. Under his leadership, Hawaii Unified has grown to over 100 employees and played a major role in bringing 20 MW of solar installations to Hawaiʻi as a contractor partner for Powur PBC.Co‑founder of Go Local Powur, Ryno Irwin now steers one of Hawaiʻi's leading solar energy platforms. Based in Waianae and locally owned, Go Local Powur offers end-to-end solar solutions—designing, installing, and maintaining systems for both homes and businesses. Backed by expert partnerships (with brands like REC Solar, Q CELLS, Tesla, Enphase, and SolarEdge), the company delivers customized solar and battery storage options rooted in community trust, cultural values, and aloha. Their team of dedicated professionals is committed to making Hawaii's clean energy transition accessible, affordable, and resilient for kamaʻāina across the islands. To reach Ryno Irwin, you may contact him in the following ways:Phone: 808-283-1991Email: ryno@golocalpowur.comWebsite: GoLocalPowur.com

    Federal Tax Update Podcast
    2025-07-21 Dealing with Uncashed Retirement Plan Checks

    Federal Tax Update Podcast

    Play Episode Listen Later Jul 19, 2025 108:00


    This week we look at: Conservation Easement Deductions: A Critical Review of Rock Cliff Reserve, LLC Portability Election Pitfalls: A Deep Dive into Estate of Rowland and DSUE Requirements Understanding Equitable Tolling in Tax Court: Insights from Boechler, P.C. v. Commissioner A Critical Review of Veribest Vesta, LLC v. Commissioner of Internal Revenue: Implications for Conservation Easement Valuations Understanding Withholding and Reporting for Uncashed Retirement Plan Distribution Checks: A Review of Rev. Rul. 2025-15 Fifth Circuit Affirms Tax Court's Disallowance of Micro-Captive Insurance Deductions: An Analysis of Swift v. Commissioner

    The Epstein Chronicles
    Jeffrey Epstein's Estate And The Missing 13 Million Dollars

    The Epstein Chronicles

    Play Episode Listen Later Jul 18, 2025 16:20


    Darren Indyke and Richard Kahn and the estate of Jeffrey Epstein has been accused by the USVI AG of moving over 13 million dollars into accounts of their own. The battle between Denise George and the estate has been raging for several years now, but this is certainly an escalation. (commercial at 8:19)to contact me:bobbycapucci@protonmail.comsource:https://www.nytimes.com/2022/07/22/business/jeffrey-epstein-estate-assets.htmlBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

    MoneyWise on Oneplace.com
    The Wisdom of Warren Buffett with Matt Bell

    MoneyWise on Oneplace.com

    Play Episode Listen Later Jul 17, 2025 24:57


    “It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently.”With those words, Warren Buffett reminded us that character and integrity matter—especially in the world of money. Now, after more than sixty years of market-shaping moves and famous one-liners, Buffett is calling it a career. Today, Matt Bell joins us to reflect on his legacy and share what timeless lessons every investor can learn from it.Matt Bell is the Managing Editor at Sound Mind Investing, an underwriter of Faith & Finance. A Track Record That's Hard to IgnoreIf you had invested $100 in Berkshire Hathaway back in 1965, that single investment would have grown to over $5.5 million by the end of last year. Compare that with the S&P 500 over the same period, which would have turned $100 into just $39,000. Clearly, Buffett did something different.One unconventional move? He never issued dividends for Berkshire Hathaway, instead reinvesting profits to increase share value. That patient, long-view approach paid off—and it hints at biblical principles like delayed gratification and wise stewardship (Proverbs 21:20).Buffett famously said, “Be fearful when others are greedy and greedy when others are fearful.” While Christians would rightly reject greed and fear as motivations, the deeper principle here is about remaining steady and disciplined in volatile times—echoing Proverbs 14:15: “The simple believe everything, but the prudent give thought to their steps.”Buffett often waited with cash on hand until the right opportunities appeared, especially during downturns. That patience and discernment mirrors biblical instruction to avoid impulsiveness and instead seek wisdom in decision-making.Investing Lessons With Biblical ParallelsOver the years, Buffett offered dozens of pithy insights that mirror biblical truth. Here are a few standouts:“If you don't find a way to make money while you sleep, you'll work until you die.”—This speaks to the wisdom of putting money to productive use—earning a return through thoughtful investing, a principle echoed in the Parable of the Talents (Matthew 25). “Risk comes from not knowing what you're doing.”—In Proverbs 15:22, we're reminded that “Plans fail for lack of counsel, but with many advisers they succeed.” Financial ignorance creates risk, but biblical stewardship calls for wisdom and learning. Diversification, emotional control, and long-term vision—Buffett emphasized all three. These align with a measured, prudent approach to money that Scripture continually encourages.Buffett never let global turmoil shake his confidence in long-term investing. He wrote, “In the 20th century, the U.S. endured world wars, recessions, a depression, oil shocks, and more—yet the Dow rose from 66 to 11,497.” His takeaway: “It's been a terrible mistake to bet against America.”While our hope as Christians isn't rooted in any one nation's economy, Buffett's long view reminds us of the value of endurance and not making decisions based on fear or short-term noise (see James 1:5–6).Generosity and LegacyPerhaps most inspiring is Buffett's commitment to give away 99% of his wealth. He plans to direct his Berkshire Hathaway shares toward philanthropic causes within ten years of his estate being settled. While we may differ on where those funds go, the posture of open-handed generosity reflects Jesus' teaching: “It is more blessed to give than to receive” (Acts 20:35).Buffett's success wasn't just about intellect—it was about character: discipline, patience, and generosity. These are values every believer is called to cultivate. As you manage your resources, consider how biblical principles—often echoed in even the most unlikely places—can shape a wise, faithful financial life.To explore these ideas further, read Matt Bell's full article, The Wisdom of Warren Buffett at SoundMindInvesting.org.On Today's Program, Rob Answers Listener Questions:I've never had a credit card before, but I recently received a pre-qualified offer from Capital One. They mentioned they've reviewed my credit and noticed I'm keeping up with my bills. Should I consider applying for this card, and how can I verify that the offer is legitimate?As a grandmother, I'm concerned that my grandchildren aren't learning essential financial skills from their parents. I'd love to step in and help, especially with my 20-year-old grandchild. What is the best way to encourage them to save money and manage their finances wisely?Over the past couple of years, God has really blessed me with increased income, and I'm incredibly grateful. I live simply, help my parents, and avoid lifestyle inflation—but I want to make sure I'm handling this increase in a way that honors God. How can I manage this money with biblical stewardship in mind?I'm in a strong financial position—no debt, and I tithe faithfully. I just received $15,000 from selling off some business assets and want to invest it wisely. I'd like it to earn a good return, but I also want it to remain accessible if needed. What are some smart options that fit my situation?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Sound Mind InvestingThe Wisdom of Warren Buffett by Matt Bell (Sound Mind Investing Article)Bankrate | NerdwalletOpen Hands FinanceChristian Community Credit UnionWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

    MakingChips | Equipping Manufacturing Leaders
    The One Big Beautiful Bill: What Manufacturers Need to Know Now, 474

    MakingChips | Equipping Manufacturing Leaders

    Play Episode Listen Later Jul 17, 2025 62:18


    When I first heard about the “One Big Beautiful Bill,” I knew we had to break it down for the MakingChips audience. This isn't just another tax update—it's a massive, 900-page piece of legislation with real implications for manufacturers like us. Whether you're thinking about buying equipment, expanding your facility, hiring more people, or selling your business down the road, the OBBB touches nearly every part of the decision-making process. That's why I called up my friends at CLA—Susan Roberts and Steve Combs—two tax pros who spend every day helping manufacturers figure out what's changing, what's staying the same, and what you need to do now. In this episode, we sort through what's “informational” and what's “actionable”—so you can stop guessing and start planning. We talk about everything from the return of 100% bonus depreciation, to how you can now expense R&D costs again (finally), to smart moves around entity selection and estate planning. There's even a little salt cap drama in there. If you want to get ahead before year-end—or avoid getting caught off guard—this episode's for you. Let's get into it and talk about how this “big, beautiful” bill can work for you… not against you. Segments (0:18) Grow your top and bottom-line with CLA (1:33) Learn more about Susan Roberts and Steve Combs (4:05) What's “informational” vs. “actionable” in the bill (7:42) Bonus depreciation is back—100% write-offs retroactive to Jan 19, 2025 (10:01) How cost segregation studies unlock more depreciation for recent building purchases (12:20) Why you shouldn't buy machines just for the deduction (13:45) QBI deduction (20%) made permanent (and what that means) (17:48) Entity selection: Is it time to consider a C Corp? (19:30) R&D can now be fully expensed—unlocking credits, cash flow, and retroactive deductions for everyday shop work (27:37) Why you should listen to Buy the Numbers (30:17) Interest expense deductions get easier for manufacturers in 2025 (32:00) Limitations on capitalizing interest into inventory coming in 2026 (33:21) Individual tax deductions: SALT cap increased from $10K to $40K (with phaseout) (38:02) Why PTET (pass-through entity tax) strategies still matter (40:39) Advanced manufacturing credit for semiconductors increased from 20% to 35% (42:09) Clarifying that buying tax credits is still an option for large C Corps (46:55) Estate exemption increased to $15M and indexed for inflation (48:02) Opportunity Zone deferral extended—now with rolling 10-year plan (50:10) Low-hanging fruit for 2025: R&D recapture, bonus depreciation, cost seg studies (53:40) The risk of unintended consequences without a tax advisor (55:01) Final verdict: Is the One Big Beautiful Bill actually beautiful for manufacturing? (1:01:16) Don't get burned by recruiters who don't understand manufacturing Resources mentioned on this episode CLA's Website Susan Roberts - Susan.Roberts@CLAConnect.com Steve Combs - Steve.Combs@CLAConnect.com Tax Cuts and Jobs Act Manufacturing Grants Made Simple Hire MFG Leaders Connect With MakingChips www.MakingChips.com On Facebook On LinkedIn On Instagram On Twitter On YouTube

    Influential Entrepreneurs with Mike Saunders, MBA
    Interview with Leslie Hammock, Founder of Retire By Design Discussing Sequence of Return

    Influential Entrepreneurs with Mike Saunders, MBA

    Play Episode Listen Later Jul 17, 2025 14:11


    Leslie Hammock was born in Perry, Georgia, graduated from Stratford Academy, and later graduated from Mercer University in Macon, Georgia. He began his career with Mass Mutual. After a number of successful years, Leslie founded his own firm. Leslie has extensive personal and professional experience with an emphasis on Retirement and Estate planning strategies for professionals, business owners, and individuals working in both private and government sectors.Leslie has been the recipient of the National Quality Award. He is also a long-time member of the International Association of Registered Financial Consultants (RFC), a member of the National Ethics Association, and an Independent Fiduciary Investment Advisor.Leslie is an approved adult financial education instructor and holds classes at numerous local colleges on the subjects of Investment Planning, Retirement Planning, Social Security Maximization, Estate Planning, and many other topics.Leslie is dedicated to developing lasting relationships with all his clients in their wealth accumulation and preservation objectives. He takes pride in his ability to provide clear, easily understood strategies using various financial products, services, and cutting-edge analytical technology.Learn more: http://www.retirebydesign.com/Disclosure:Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Retire By Design is not affiliated with Integrity Wealth.IUL Disclosure:Indexed Universal Life Insurance is an insurance contract that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an indexed universal life insurance for its features, costs, risks, and how the variables are calculated.SSA & SSA Max Disclosures:Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency. Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-leslie-hammock-founder-of-retire-by-design-discussing-sequence-of-return

    Talking Real Money
    ETF Madness

    Talking Real Money

    Play Episode Listen Later Jul 16, 2025 44:42


    Don and Tom dive into the wild world of “speculative” ETFs inspired by Jason Zweig's WSJ piece, mocking the absurdity of funds like the Icelandic stock market ETF (35 stocks, really?) and those tracking things like crude oil shipping futures. They debunk the myth that “ETF” means safe and highlight the rise of investing as entertainment. Later, they discuss disclaiming inherited assets, why tax planning and estate titling matter, and why deferred compensation plans should be part of a bigger strategy—not just a reaction. Listener calls from Maryland, Sammamish, Yelm, and Illinois round out the episode with smart, practical retirement planning questions. 0:17 ETFs as sport? Jason Zweig's takedown of gimmicky, risky ETFs 1:29 Iceland ETF, HVAC stocks, and crude oil transport—this isn't investing 3:35 GLCR: The Iceland ETF with a 1% fee and a chilly 35-stock portfolio 5:09 Diversification vs. “D-versification” and the illusion of ETF safety 5:40 Why investing shouldn't feel exciting—and what that says about us 6:50 Zweig's gambling metaphor and why “just 5%” is still real money 8:56 Listener Eugene on inheriting IRAs and disclaiming taxable accounts 12:25 Legal disclaimers: IRS Rule 2518, timing, and why PODs are cleaner 15:23 Estate attorney reminders and state law disclaiming quirks 17:24 Sammamish listener Jason on VXUS vs. VEA for international exposure 18:56 Tesla talk: Waiting for $400, fears, and the balance sheet debate 22:03 Listener Chris from Yelm: Deferred comp vs. dividend stocks 26:34 Chris needs a real plan, not just portfolio improvisation 29:40 Strategy: Spend from taxable, defer the deferred 33:03 Listener Joni from Illinois: Maxing contributions and Roth eligibility 35:58 Congress' oddly specific 60–63 catch-up rules and K Street lobbying Learn more about your ad choices. Visit megaphone.fm/adchoices

    Rover's Morning Glory
    TUES FULL SHOW: 26 lb. breasts, Rover broke his wrist stage diving, and Annie

    Rover's Morning Glory

    Play Episode Listen Later Jul 15, 2025 174:43


    Sweatshirts in the studio, Superman numbers, same clothes different day. Does Snitzer have an eating disorder? A student doctor gave Rover a spinal tap that caused him extreme discomfort. Children using AI chatbots to help them with schoolwork. Elon released Annie on Grok. Sexting with Gemini. Should the AI chatbots be restricted to adults only? Azealia Banks claims Conor McGregor sent her unsolicited pictures of his genitalia. Ex-boyfriend alerts an employer that his ex was sending him inappropriate photos while at work. Woman from Brazil thought she had breast cancer after they grow to be 26lbs. Charlie would love for Christa to have even bigger boobs. A teen fan was injured after stage jumping during Destroy Lonely's set. Charlie was hit in the head by a stage diver and Rover broke his wrist stage diving. Estate sale. Using your I.D. to view pornography. If you had an estate sale what would someone want to buy?See omnystudio.com/listener for privacy information.

    Rover's Morning Glory
    TUES PT 4: What would someone buy at your estate sale?

    Rover's Morning Glory

    Play Episode Listen Later Jul 15, 2025 41:25


    Estate sale. Using your I.D. to view pornography. If you had an estate sale what would someone want to buy?

    Rover's Morning Glory
    TUES FULL SHOW: 26 lb. breasts, Rover broke his wrist stage diving, and Annie

    Rover's Morning Glory

    Play Episode Listen Later Jul 15, 2025 177:00


    Sweatshirts in the studio, Superman numbers, same clothes different day. Does Snitzer have an eating disorder? A student doctor gave Rover a spinal tap that caused him extreme discomfort. Children using AI chatbots to help them with schoolwork. Elon released Annie on Grok. Sexting with Gemini. Should the AI chatbots be restricted to adults only? Azealia Banks claims Conor McGregor sent her unsolicited pictures of his genitalia. Ex-boyfriend alerts an employer that his ex was sending him inappropriate photos while at work. Woman from Brazil thought she had breast cancer after they grow to be 26lbs. Charlie would love for Christa to have even bigger boobs. A teen fan was injured after stage jumping during Destroy Lonely's set. Charlie was hit in the head by a stage diver and Rover broke his wrist stage diving. Estate sale. Using your I.D. to view pornography. If you had an estate sale what would someone want to buy?

    Rover's Morning Glory
    TUES PT 4: What would someone buy at your estate sale?

    Rover's Morning Glory

    Play Episode Listen Later Jul 15, 2025 39:35


    Estate sale. Using your I.D. to view pornography. If you had an estate sale what would someone want to buy?See omnystudio.com/listener for privacy information.

    Get Legit Law & Sh!t
    Kouri Richins' Civil Lawsuits: The Fight Over Eric's Estate Explained | Case Brief

    Get Legit Law & Sh!t

    Play Episode Listen Later Jul 11, 2025 27:15


    Watch the full coverage of the live stream on The Emily D. Baker YouTube channel: https://youtube.com/live/BCja5KnBz4kThe complex civil lawsuits surrounding the estate of Eric Richins, husband of Kouri Richins, who is accused of his murder. These civil cases are stayed (on hold) as the Kouri Richins' criminal case and are being handled by the same judge, which is noted as unusual. A conviction could significantly alter her entitlements under the law (e.g., preventing her from inheriting). The criminal trial's outcome will also impact the ability to depose Kouri Richins for the civil cases.Eric Richins's sister, Katie Richins Benson, acting as the representative of Eric's estate and trustee of his living trust, has sued Kouri Richins, her mother, her brother, and Kouri Richins Reality (KRR) for various alleged improper financial actions.Kouri Richins has countersued the estate, arguing she is entitled to a portion of Eric's assets. She seeks declaratory judgment and quiet title, asking the court to declare that she owns 50% of the home, personal property, and business interest. She also seeks a money judgment against the estate for unjust enrichment. These actions also takes money away from her children's future.RESOURCESKouri Richins New Charges - https://www.youtube.com/watch?v=43ULdoW-g4wKouri Richins Playlist - https://www.youtube.com/playlist?list=PLsbUyvZas7gJYyEMQDM_Cn4icqWBV20fW Walk The Dog Letter - https://www.youtube.com/live/9vmnAHDbBJ0&t=3636sThis podcast uses the following third-party services for analysis: Spotify Ad Analytics - https://www.spotify.com/us/legal/ad-analytics-privacy-policy/Podscribe - https://podscribe.com/privacy