Podcasts about Estate

Listen and Subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Lisa Mulrain. CEO of Legacy Building LLC and founder of Mulrain Law, in a wide‑ranging conversation about financial literacy, credit repair, estate planning, community impact, and the mindset shifts required for long-term financial success. The discussion highlights her personal journey, her transition from federal service to entrepreneurship, and her mission to educate and empower individuals—especially in minority communities—to build and protect wealth.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Lisa Mulrain. CEO of Legacy Building LLC and founder of Mulrain Law, in a wide‑ranging conversation about financial literacy, credit repair, estate planning, community impact, and the mindset shifts required for long-term financial success. The discussion highlights her personal journey, her transition from federal service to entrepreneurship, and her mission to educate and empower individuals—especially in minority communities—to build and protect wealth.

Listen and Subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Lisa Mulrain. CEO of Legacy Building LLC and founder of Mulrain Law, in a wide‑ranging conversation about financial literacy, credit repair, estate planning, community impact, and the mindset shifts required for long-term financial success. The discussion highlights her personal journey, her transition from federal service to entrepreneurship, and her mission to educate and empower individuals—especially in minority communities—to build and protect wealth.

Estate planning is one of those things most people know they should do, but it often feels overwhelming, expensive, or easy to put off. Between our busy lives and discomfort around death, even responsible adults delay it far longer than they want to admit. In this episode, we break estate planning down into what it really is, a practical way to reduce stress for the people you love and make sure your wishes are clear. We talk about when estate planning actually starts, the small steps that matter most, and how to get started without feeling overwhelmed. My guest is Sasha Grabenstetter, an Accredited Financial Counselor® and financial educator whose work focuses on the intersection of money, behavior, and lived experience.   For more MILMO, follow at: MILMO.co ItsMILMO on YouTube @itsmilmo on X @itsmilmo Instagram @itsmilmo LinkedIn @itsmilmo Facebook  

The long legal battle over the rights to the Ramones' estate has finally been decided in court with Johnny Ramone's widow Linda taking control of all assets & future releases, Bruce Hornsby announces a new album ‘Indigo Park' & US tour with The Noisemakers to accompany it,  Skid Row is taking their search for a new lead singer worldwide with auditions starting this month, Noel Gallagher is named the Brit Awards ‘Songwriter of The Year' for 2026 and will be attending the ceremony in his home town of Manchester next week, Dee Snider sadly resigns from Twisted Sister and cancels their 50th anniversary world tour due to recent health concerns … PLUS ‘This Week in Rock & Roll History Trivia', Rock Birthdays, ‘The Best & Worst Rock Album Artwork of the Week' & much more!All of our links are up at www.rocknewsweekly.com every Monday, where you can check out the full episode on 8 different platforms (including Amazon Audible & Apple/Google Podcasts)Watch us LIVE, chat with us & more…Every Sunday around 2pm PST @ https://www.twitch.tv/rocknewsweeklyWatch all of our videos, interviews & subscribe at Youtube.com/@rocknewsweeklyFollow us online:Instagram.com/rocknewsweeklyFacebook.com/rocknewsweeklyTwitter.com/rocknewsweeklyTikTok.com/@rocknewsweekly#Ramones #BruceHornsby #SkidRow #BritAwards2026 #DeeSnider#Rock #News #RockNews #RockNewsWeekly #RockNewsWeeklyPodcast #Podcast #Podcasts #Metal #HeavyMetal #Alt #Alternative #ClassicRock #70s #80s #90s #Indie #Trivia #RockTrivia #RockBirthdays #NewMusic #NewMusicReleases

Michelle Wilson, Wilson Legal, on Estate Planning, Love Legacy Letters, and Why DIY Wills Fail (North Fulton Business Radio, Episode 937) On this episode of North Fulton Business Radio, host John Ray welcomes Michelle Wilson, Owner and Founder of Wilson Legal. Since establishing her firm in 2008, Michelle has assisted families in intentionally planning their […]

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After Jeffrey Epstein's death in 2019, the handling of his multi-hundred-million-dollar estate became highly contentious, especially among his victims and prosecutors seeking restitution. In 2022, accusations surfaced that two of Epstein's closest advisors — his longtime lawyer Darren Indyke and his accountant Richard Kahn, who also served as co-executors of the estate — had failed to properly account for nearly $13 million that was transferred out of the estate after his death. Critics and some legal filings alleged that this sum was obscured through trusts and financial maneuvers rather than being disclosed to authorities and victims' representatives as required, raising concerns that funds potentially owed to victims were being diverted or concealedThose allegations played into broader disputes over transparency and control of Epstein's assets. The U.S. Virgin Islands Attorney General and other critics argued that the estate's management had not provided a full inventory of assets, including explaining where all the money went, and that the co-executors' financial activities warranted scrutiny given their roles in Epstein's financial affairs. This purported failure to fully disclose or hand over all assets — including the roughly $13 million in question — fueled accusations that estate insiders were protecting financial interests at the expense of accountability and victim compensation.to contact me:bobbycapucci@protonmail.com

Vancouver City Council will hold public hearings on redevelopment of the 800 block of Granville and the old Army and Navy department store on Hastings, as well as a proposal for a 25-storey hotel a block from Stanley Park. Also this week, OneCity has chosen their candidate for mayor, Vancouver's auditor general comes down hard on the real estate department and lots more in City Beat with Ian Mass.

President Donald Trump wants to keep home prices high, bypassing calls to ramp up construction so people can afford what has been a ticket to the middle class. The real estate industry, local officials and apartment dwellers say is needed to fix a big chunk of America's affordability problem. Meanwhile, Megatel received a “no-action” letter from the Securities and Exchange ‌Commission, allowing it to launch the universal payments token helping households earn a portion of the money they had spent.~This episode is sponsored by BTCC~ BTCC 10% Deposit Bonus! ➜ https://bit.ly/PBNBTCCGuest: Zach Ipour, Founder & CEO at Megatel HomesMegatewl Homes website ➜ https://www.megatelhomes.com/MegPrime App ➜ https://megprimepay.com/00:00 intro00:08 Sponsor: BTCC00:46 Recap: Trump Wants Higher Home Prices02:41 Housing Crisis03:05 Affordability03:29 First SEC No Action Letter for Real Estate04:07 How Megatel Homes is cutting costs09:09 Florida Coming Next09:29 Low Mortage Rates10:45 Coldwell Banker is skeptical11:28 Combating skepticism with validation12:12 Trump support?13:26 Closing hundreds of homes14:55 Token launch15:33 A.I. in Real Estate16:20 Market Size potential17:07 outro#Bitcoin #Ethereum #Crypto~Trump DEMANDS Higher Prices!?

In this episode of Honest Money,  Warren Ingram and Pieter de Villers address audience questions related to personal finance, focusing on pension contributions and estate planning. They discuss the implications of diversifying investments across multiple funds and the importance of simplicity in financial strategies. The conversation also delves into the complexities of estate planning, particularly regarding how discretionary investments are treated upon death and the best practices for ensuring financial security for dependents.TakeawaysPersonal finance should be approached with simplicity and clarity.Diversifying across too many funds can lead to over-concentration and unnecessary complexity.It's essential to understand the implications of investment strategies on long-term growth.Estate planning is crucial, especially for individuals with dependents.Retirement funds fall outside of estate duty, providing tax advantages.Discretionary investments can be subject to estate duty, so planning is necessary.Nominating guardians for minor children is an important aspect of estate planning.Trusts can be a useful tool for managing assets for minors.Understanding the tax implications of different investment vehicles is vital.Asking the right questions about finances is a sign of good financial health.Learn more about how Curate Investments can help you here.Send a textHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

After Jeffrey Epstein's death in 2019, the handling of his multi-hundred-million-dollar estate became highly contentious, especially among his victims and prosecutors seeking restitution. In 2022, accusations surfaced that two of Epstein's closest advisors — his longtime lawyer Darren Indyke and his accountant Richard Kahn, who also served as co-executors of the estate — had failed to properly account for nearly $13 million that was transferred out of the estate after his death. Critics and some legal filings alleged that this sum was obscured through trusts and financial maneuvers rather than being disclosed to authorities and victims' representatives as required, raising concerns that funds potentially owed to victims were being diverted or concealedThose allegations played into broader disputes over transparency and control of Epstein's assets. The U.S. Virgin Islands Attorney General and other critics argued that the estate's management had not provided a full inventory of assets, including explaining where all the money went, and that the co-executors' financial activities warranted scrutiny given their roles in Epstein's financial affairs. This purported failure to fully disclose or hand over all assets — including the roughly $13 million in question — fueled accusations that estate insiders were protecting financial interests at the expense of accountability and victim compensation.to contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-moscow-murders-and-more--5852883/support.

Jill Upton chats to Owen about his previous life as the largest bag manufacturer in the world and how he came to making outstanding wines in the Adelaide Hills. A focus on alcohol free wines rounds up a great interview.@thewineshowaustralia @sidewoodestate

Today, let's discuss several stories happening in the United States: 9,500 truckers get booted from service over English language requirements, and a jury awards $30 million to the estate of a teenager killed in Seattle.

Ep. 874 - Pellegrino blindato dal Parma. Ma in estate sarà davvero così?

In the second episode of That Workplace Experience Podcast, host Dan Moscrop steps inside One Great Cumberland Place, the new head office of The Portman Estate, overlooking Marble Arch in the western corner of Marylebone.Download the illustrated PDF and watch the episode to see the spaces in full.Joined by Michael Jones (The Portman Estate) and Joe Mac Mahon (Gort Scott), Dan explores how the design was led not by trends — but by the Estate's core values.Together, they discuss values-led design, the weaving of heritage into a modern scheme, the balance between preservation and intervention, and how a simple kitchen became the heartbeat of the workplace.Video production and camera: Calum LindsayCamera: Miguel Santa ClaraIllustration: Phoebe Gitsham

“It has to work… or it has to work.”That's the mindset that carried Elaine Essen, a first-generation Ghanaian American born with sickle cell anemia, from being fired job after job… to building a 7-figure beauty business and pioneering a virtual model that's changing the entire aesthetics industry.In this powerful episode of Inside the Vault with Ash Cash, Elaine shares how chronic illness pushed her into entrepreneurship, how she built a thriving spa during the pandemic, why she walked away from the storefront model, and how she now earns $500–$2,000 in just 30 minutes without touching a single client.Elaine breaks down:✨ How sickle cell shaped her work ethic & sense of urgency✨ Why she fired her job and created her own recession-proof income✨ How she scaled a spa to 7 figures — then shut it down on purpose✨ The virtual aesthetics model that earns $10K+ days from home✨ Why most estheticians stay broke (& how to attract premium clients)✨ The $10K mentorship investment that changed everything✨ Estate-level sales psychology for beauty pros✨ How she helps estheticians make $20K–$50K/month online✨ Why your purpose will always make room for youIf you're tired of grinding, stuck in your business, or looking for a way to create real freedom, THIS interview will open your mind to what's possible.

After Jeffrey Epstein's death in 2019, the handling of his multi-hundred-million-dollar estate became highly contentious, especially among his victims and prosecutors seeking restitution. In 2022, accusations surfaced that two of Epstein's closest advisors — his longtime lawyer Darren Indyke and his accountant Richard Kahn, who also served as co-executors of the estate — had failed to properly account for nearly $13 million that was transferred out of the estate after his death. Critics and some legal filings alleged that this sum was obscured through trusts and financial maneuvers rather than being disclosed to authorities and victims' representatives as required, raising concerns that funds potentially owed to victims were being diverted or concealedThose allegations played into broader disputes over transparency and control of Epstein's assets. The U.S. Virgin Islands Attorney General and other critics argued that the estate's management had not provided a full inventory of assets, including explaining where all the money went, and that the co-executors' financial activities warranted scrutiny given their roles in Epstein's financial affairs. This purported failure to fully disclose or hand over all assets — including the roughly $13 million in question — fueled accusations that estate insiders were protecting financial interests at the expense of accountability and victim compensation.to contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

Maria talks with estate planning attorney Don Ford about a subject most of us avoid:  What will happen to our pet(s) when we're gone? With over 60% of Americans not having a will, chances are very good that there isn't a plan for your beloved 4-legged family members!Don explains what to do so your 4-legged bff doesn't wind up in a shelter when you die!

Julie has been handling the estate after she lost both parents. But why did she get so mean and start calling her brother names when he tried to help?

On today's show, Keith's estate gets a visit from the cops and The Beatles play at Carnegie Hall.For more music history, subscribe to my Spotify Channel or subscribe to the audio version of my music history podcasts, wherever you get your podcasts fromALL MUSIC HISTORY TODAY PODCAST NETWORK LINKS - https://allmylinks.com/musichistorytodayChapters: 00:00 Intro 00:32 What happened on this date in music history02:52 Music award ceremonies that were held on this date in music history03:16 Albums released on this date in music history 04:27 Singles released on this date in music history 05:15 Birthdays of music artists on this date in music history 06:15 Passings of music artists on this date in music history 07:51 What's on tomorrow's episode

Talking Real Money opens with a stark illustration of why Bitcoin fails as a usable currency, showing how volatility can destroy real-life budgets overnight. Don and Tom compare crypto to historic speculative bubbles, argue that stability—not hype—is the core function of money, and dismantle the “store of value” narrative. The show then shifts to practical listener calls covering CD ladders, Treasury yields, retirement readiness, estate planning, and early-retirement balance. Throughout, they emphasize boring, diversified, evidence-based investing over speculation, reminding listeners that long-term financial security comes from discipline, planning, and emotional restraint—not chasing the next hot trend. 0:04 Bitcoin paycheck scenario and real-world income collapse 1:04 Currency volatility vs. household budgeting reality 2:22 Bitcoin's 45% drop and “currency vs. speculation” argument 3:24 Hyperinflation examples and why stability matters 4:03 “Greater fool” theory and vanishing crypto hype 4:47 Why Bitcoin fails as a functional currency 5:59 Tulip mania and historical bubbles comparison 6:59 Tangible assets vs. pure speculation 7:39 “At least you can live in a house” argument 8:26 Michael Saylor, HODL culture, and empty promises 9:30 NFT collapse and Beeple example 10:11 Crypto returns vs. real assets 11:14 Listener question: CDs vs. Treasuries 12:22 Current CD rates and Bankrate reference 13:56 Risks of long-term bonds and rate changes 15:32 Don's real CD ladder example 16:37 Fixed income diversification strategy 18:35 Hot money leaving crypto for prediction markets 19:45 Generational blind spots and bubble psychology 21:08 Retirement planning call: housing proceeds and savings 23:57 Social Security timing and cash-flow planning 25:41 Importance of fee-only fiduciary planning 27:32 Vernita Toll Bridge digression (classic TRM) 30:33 Estate planning: wills vs. trusts 33:49 RetireMeet promotion and resources 35:43 FIRE listener call: saving vs. living balance 38:58 Permission to spend responsibly Learn more about your ad choices. Visit megaphone.fm/adchoices

Hosts Kevin Headland and Macan Nia recently sat down with John Natale, Head of Tax, Retirement & Estate Planning Services at Manulife, to unpack: • The real world trade offs between registered retirement savings plans (RRSPs) and tax-free savings account (TFSAs); • Why successor holder designations can spare families tax and paperwork; • A time sensitive spousal RRSP contribution opportunity after a death; • Cross border (U.S.) TFSA considerations; • Using segregated funds as a liquidity “cash wedge” after death; and • Why the value of financial advice extends far beyond portfolio returns. Take a listen for practical, plain language insights you can bring to client conversations today.

The Sexy Bottle Challenge rolls on with Colin's Marlborough Sauvignon Blanc, the latest contender in the search for the best intersection of great wine and great presentation.Colin's pick faces off against last week's bottle as the competition tightens and early favorites begin to emerge. The conversation then shifts to Marlborough Sauvignon Blanc as a style: why the region has earned its reputation, and how climate and winemaking choices create a wine that feels instantly recognizable.With ratings locked in and stakes rising heading into the final week, each pick carries more weight as the leaderboard takes shape.The episode closes with a fast-paced Spellmelier game built around New Zealand wine terms, adding a competitive jolt before the challenge moves one step closer to crowning a winner.Pour a glass, listen along, and see where this bottle lands.Support the show and help keep the wine flowing!Buy us a glass!⁠⁠⁠⁠⁠https://buymeacoffee.com/cheers3⁠⁠⁠⁠⁠Connect with the show. We would love to hear from you!Stop Wasting Your Wine on Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/stopwastingyourwine/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stop Wasting Your Wine on YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@StopWastingYourWine⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Stop Wasting Your Wine Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://stopwastingyourwine.com/⁠⁠Chapters0:00 Welcome and Sexy Bottle Challenge Recap1:47 Colin's Wine Pick Revealed2:10 The Little Black Dress Bottle Theory3:50 Is the Bottle Actually Sexy?5:03 Let's Talk About the Wine6:35 First Smells and Expectations7:50 Tasting Notes and Flavor Breakdown9:42 Acidity and Finish Discussion11:50 Marlborough Sauvignon Blanc Explained14:44 How This Wine Is Made17:55 Food Pairings That Make Sense21:25 Final Ratings and Verdicts25:31 Sexy Bottle Debate Continues27:19 Rapid Spellmelier Game34:25 Final Thoughts and Outro

Moving to Idaho can be a lifestyle upgrade but for many families, it can also be a legal and financial opportunity. Estate plans created in other states often need updates after relocation, and Idaho's laws can be more favorable when structured correctly. Idaho estate planning attorneys Mark E. Wight and Carly Ward explain how Idaho's community property rules differ from those of many states, why trusts governed by out-of-state law can create delays or unnecessary costs, and how revising a plan under Idaho law can provide clearer outcomes and better financial efficiency for families. They also discuss a common oversight among Idaho transplants: purchasing a home but failing to retitle it into a trust, which can quietly undo probate-avoidance goals. The episode covers updated healthcare power of attorney laws, the role of pour-over wills, and why a timely review can reduce taxes, legal fees, and administrative stress for heirs.

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the launch of their new retirement planning book, The Peace of Mind Pathway, and why they felt compelled to create a clearer, more practical approach to Retirement Planning. After years of working with families approaching or already in Retirement, they saw a recurring challenge: people could be great savers yet still lack Retirement confidence. This episode explains how a truly holistic financial planning approach helps connect the dots between investments, income, taxes, healthcare, and legacy—so you can truly plan for retirement with clarity and purpose.Listen in to learn about how Peace of Mind Wealth Management designed a comprehensive Retirement financial plan that goes beyond investments and focuses on real-life decision-making. From Income planning in retirement and Tax planning strategies to Medicare planning, Long term care planning, Estate planning, and Social Security planning, Radon and Murs break down the Peace of Mind Pathway framework that helps families retiring comfortably and working toward a goal to secure your retirement.In this episode, find out:Why a retirement planning book focused on holistic planning is critical for today's retireesHow the Peace of Mind Pathway ties together risk management, income, taxes, healthcare, and legacyWhat role Required minimum distributions play in your overall Retirement financial planHow to think through early retirement strategy decisions, including healthcare before MedicareWhy having a connected team matters when planning retirement and following a retirement checklistTweetable Quotes:“Retirement isn't just about having money—it's about having clarity, confidence, and a plan that works together.” — Radon Stancil“Good savers often feel the most anxiety because they don't know what questions to ask when planning retirement.” — Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

Still working probate leads… but keep hearing“We already have someone” or “Just send me information”?That usually means the conversation never really starts.Probate sellers are usually motivated.Most outreach just asks for attention before offering something concrete.This coaching replay shows a different way to work probate leads.You'll see how probate professionals take leads from lists, referrals, or inbound calls and run them through Estate Cash Offers to generate real investor offers in minutes then use those offers to open conversations that turn into appointments, contracts, listings, or assignments.Instead of:Competing with “the other person”Chasing callbacksRelying only on letters and cold callsThis approach leads with options first, not pitches.What this replay actually showsThis is a practical walkthrough...You'll learn:➡️ How to use Estate Cash Offers with probate leads from lists, referrals, and inbound inquiries➡️ How to present investor offers to personal representatives in a way that feels helpful, not pushy➡️ Simple, clear language to use when someone asks, “What's in this for you?”➡️ When it makes sense to add your own investors into the platform➡️ How your fee or spread is protected even before any formal agreement is in placeReplay breakdown:1:21 – What Estate Cash Offers is and how it fits probate leads19:51 – Who can use this (agents, investors, wholesalers) and in which roles26:14 – What investors need to qualify for the platform31:57 – Live walkthrough: entering a property and shaping offers44:36 – How deals are protected without a listing agreement57:25 – Using the buyer software when a contract is already in place59:52 – How to explain two closings so the structure is clear1:11:42 – Which investors are in the system and where they buy1:14:02 – Skip-tracing options when working probate leadsIf probate leads are already in your CRMThis replay shows how to turn existing records into:Offers you can actually useConversations that move forwardBetter probate outcomesWatch the replay and see how leading with offers changes the conversation.

Receivership Estate of AudienceScience Inc. v. Google LLC

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereHave you ever felt pressured into a “sophisticated” financial strategy you didn't actually understand?As a Canadian incorporated business owner or high-net-worth professional, you're used to handling complexity — but financial decisions feel different when the stakes are personal and the explanations fall short. Too often, strategies like estate freezes, corporate insurance, or private investments are presented with urgency instead of clarity, leaving you overwhelmed, hesitant, or quietly unsure if you're making the right move. This episode challenges the idea that pressure equals progress and reframes what real sophistication in wealth planning actually looks like.In this episode, you'll discover:Why poor financial outcomes usually come from lack of understanding, not bad strategiesHow to spot pressure from financial advisors disguised as “best practices” or “what wealthy people do”What confident, flexible wealth planning looks like when every tool has clear purpose and contextPress play to learn how clarity — not urgency — becomes the foundation of a wealth plan you can trust and stand behind.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyleif you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…leReady to connect? Text us your comment including your phone number for a response!If you listen to podcasts like The Rational Reminder with Ben Felix & Cameron Passmore, The Canadian Investor, The Canadian Real Estate Investor, Build Wealth Canada with Kornel Szrejber, ChooseFI with Jonathan Mendonsa & Brad Barrett, Afford Anything with Paula Pant, The Ramsey Show with Dave Ramsey, BiggerPockets Money, The Money Guy Show with Brian Preston & Bo Hanson, Invest Like the Best with Patrick O'Shaughnessy, Masters in Business with Barry Ritholtz, The Wealthy Barber Podcast with David Chilton, Financial Audit with Caleb Hammer, In the Money with Amber Kanwar, The Loonie Hour with Steve Saretsky, or More Money Podcast with Jessica Moorhouse — we're confident you'll enjoy Canadian Wealth Secrets too.Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Dr. Friday explains that the higher estate and gift tax exclusion continues and rises with inflation. She shares why this helps families plan wealth transfers and when you may need help with an estate tax return. Transcript G’day, I’m Dr. Friday, president of Dr. Friday’s Tax and Financial Firm. To get more info, go to www.drfriday.com. This is a one-minute moment. Because of the OBBA permanent extension, the higher estate and gift tax exclusion continues to rise annually with inflation. In 2025, the exemption reaches its highest level ever, providing substantial protection for family wealth and transfers that money onto the beneficiaries. It helps us plan, finalize the valuations due to certain favorable tax environments, and makes it easier for surviving spouses and children and married couples. Anybody that has an estate is gonna benefit from these higher rates, and it also keeps the government out of our pocket, which is what we’ve done after working so hard to build up these assets. You need help with an estate tax return? Just call our office. You can catch the Dr. Friday Call-in Show live every Saturday afternoon from 2 to 3 p.m. right here on 99.7 WTN.

Hear from a homeowner a landmark lawsuit that upended how we all pay real estate fees in the U.S. Order Sharyl's new bestselling book: “Follow the $cience.” Subscribe to my two podcasts: “The Sharyl Attkisson Podcast” and “Full Measure After Hours.” Leave a review, subscribe and share with your friends! Support independent journalism by visiting the new Sharyl Attkisson store.

Survivors of Jeffrey Epstein have accused his estate and its attorneys — including the estate's executors who handled his financial and legal affairs after his death — of engaging in aggressive tactics aimed at intimidating, belittling, and discouraging survivors from pursuing their claims rather than supporting accountability and transparency. According to media and survivor advocates, lawyers working on behalf of the estate used procedural maneuvers, confrontational language, and dismissive strategies in responses to civil claims, effectively positioning survivors as nuisances rather than victims seeking justice. These actions included challenging every substantive point of survivors' lawsuits, minimizing the legitimacy of their accounts, and attempting to undercut their credibility in court filings and negotiations, conduct critics describe as reflective of a defensive, bullying posture rather than a genuine engagement with victims' harm.Critics argue that such behavior from the estate — which controlled Epstein's remaining assets and influence — perpetuated the same power imbalances that enabled his abuse in the first place, making survivors relive trauma through hostile legal processes instead of offering redress or empathy. Rather than facilitating meaningful resolution, the estate's tactics have been portrayed by survivors and advocates as attempts to protect the interests of Epstein's financial legacy and minimize payouts, even while victims sought recognition of the scale and severity of the crimes committed against them. This conduct has fueled broader outrage about how institutions linked to Epstein have treated survivors, reinforcing perceptions that the justice system and powerful interests are still aligned against those who were harmed.to contact me:bobbycapucci@protonmail.com

The Willett Family Estate Small Batch Bourbon is a commingling of two classic Willett family mash bills. A new addition to the Willett family of brands with legendary roots and fresh elegance. Both mash bills enter the barrel at 125 proof with a final bottling proof to vary among batches based on the discretion of Master Distiller and fifth generation whiskey maker, Drew Kulsveen. Cheers!

Peter Jennings, former Deputy Secretary for Strategy at the Department of Defence, spoke with Mark Levy about the Albanese government's risky move to sell off Defence estates. They discussed the challenges of selling sites with heritage listings, the minimal financial returns expected, and how certain properties are vital for maintaining the connection between Defence and the community.See omnystudio.com/listener for privacy information.

Is the Boxing Day bounce real or just clever marketing? Estate agent Chris Ellis explains why more listings don't always mean sales, offering insights for UK property professionals.

Estate planning sounds complicated, but it's a lot simpler than dealing with the mess of not having a plan. Because if you don't write one, the government will. In this episode, VP of Estate Planning at Carson Group, David Haughton, breaks down what it really costs families and business owners when they avoid estate planning. You'll learn why your estate plan shouldn't be a one-and-done document, the assets most people don't realize they have, and how the same tax-saving strategies you hear about billionaires using can work for you too. Topics discussed: Introduction (00:00) David's career and passion for estate planning (01:45) Why estate plans are important for everyone (05:57) Top things people need to know about estate planning (10:35) What business owners need to know about estate planning (14:15) David's asset-by-asset approach to dividing your estate (17:07) The billionaire estate tax saving strategy (20:53) How he uses humor to educate people on estate planning (25:00) Why Carson Group was the right fit (27:09) What brought you JOY today? (28:37) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with David Haughton: LinkedIn: https://www.linkedin.com/in/david-haughton-jd-cpwa%C2%AE-2286396a/ Website: https://www.carsongroup.com About Our Guest: David Haughton is the VP of Estate Planning at Carson Group. He helps advisors and high-net-worth families turn complex estate and tax planning challenges into clear, actionable strategies. He was a former Senior Corporate Counsel at Wealth.com - the industry's leading estate planning technology solution for financial professionals. He is also a frequent speaker and writer on financial planning topics, including being featured in such publications as Michael Kitces' Nerd's Eye View blog, the Journal of Financial Planning, and InvestmentNews. Prior to joining Wealth, he worked for Commonwealth Financial Network - helping to provide thought leadership and financial planning support for advisors - including estate, trust, charitable, education, business, and social security planning strategies. To start his career, he was an attorney in private practice in Massachusetts and Southern New Hampshire. He has experience representing individuals and companies in bankruptcy, as well as engaging with many other general practice areas. For the latter part of his career in private practice, he exclusively practiced in the areas of elder law and estate planning and administration. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique https://www.podcastboutique.com

We're back this week battling over fish, Kaitlyn has brand new drama and a random fact, we see a bunch of new reviews including brand new Taco Bell items before this week's Top 5 which is our favorite pasta dishes!

Many people don't learn about Medicaid estate recovery until they're already facing loss. In this episode, host Aging Starts Now is joined by Barbara McGinnis, Certified Elder Law Attorney, to explain what estate recovery is, how it works, and why it matters for families using Medicaid to pay for care. This episode explores: • Common fears and misconceptions • Assets most often affected • How estate recovery impacts families • Why understanding the rules early can make a difference

The Slayer Statute is supposed to be simple. You kill someone, you don't inherit from them. But California law has language that creates an exception — and a 1979 case proves it works.Estate of Ladd involved a mother who killed her two sons. She was found not guilty by reason of insanity. Her ex-husband argued she should be barred from inheriting under the Slayer Statute. The California Court of Appeal disagreed. The ruling: an NGRI verdict does not constitute a conviction, and insanity negates the "intentional" requirement in Probate Code Section 250. She inherited from the children she killed.That precedent has never been overturned. And it applies directly to Nick Reiner.Rob and Michele Reiner's estate is worth an estimated $200 million. Castle Rock Entertainment. Seinfeld royalties. Malibu real estate. Four children stand to inherit. If the estate is divided equally, Nick's share could be around $50 million.A conviction automatically bars him. But if Nick gets an NGRI verdict — which legal analysts say is the most likely defense strategy — he may still be entitled to that inheritance under existing California law.His siblings Jake and Romy would have the option to challenge it in probate court. But they'd have to initiate the lawsuit themselves. They'd carry the burden of proving intent. And they'd be arguing against a criminal verdict that already found Nick lacked the mental capacity to act intentionally.This is the financial reality behind the Reiner case. The loophole. The precedent. And the incentive structure nobody's discussing.#NickReiner #RobReiner #MicheleReiner #SlayerStatute #InsanityDefense #Inheritance #TrueCrimeToday #CaliforniaLaw #EstateOfLadd #LegalLoopholeJoin Our SubStack For AD-FREE ADVANCE EPISODES & EXTRAS!: https://hiddenkillers.substack.com/Want to comment and watch this podcast as a video? Check out our YouTube Channel. https://www.youtube.com/@hiddenkillerspodInstagram https://www.instagram.com/hiddenkillerspod/Facebook https://www.facebook.com/hiddenkillerspod/Tik-Tok https://www.tiktok.com/@hiddenkillerspodX Twitter https://x.com/tonybpodListen Ad-Free On Apple Podcasts Here: https://podcasts.apple.com/us/podcast/true-crime-today-premium-plus-ad-free-advance-episode/id1705422872This publication contains commentary and opinion based on publicly available information. All individuals are presumed innocent until proven guilty in a court of law. Nothing published here should be taken as a statement of fact, health or legal advice.

In 1975, a woman named Gloria Ladd killed her two teenage sons. Drugged them. Smothered them. She was charged with murder, pled insanity, and was committed to a state hospital. Then she inherited their money.The California Court of Appeal ruled that an insanity verdict does not trigger the Slayer Statute — the law designed to prevent killers from profiting off their crimes. The statute requires proof of "intentional" killing. Insanity negates intent. Gloria Ladd inherited from the sons she murdered. That case, Estate of Ladd, is from 1979. It's still good law. It's never been overruled.Now apply that to the Reiner case.Rob and Michele Reiner's estate is estimated at $200 million. Nick Reiner is charged with their murders. His former attorney declared him "not guilty of murder" under California law. Legal analysts expect an insanity defense. If Nick is found NGRI, he may still be entitled to inherit — potentially $50 million or more, depending on the estate plan.The only way to stop it? Jake and Romy Reiner would have to sue their own brother in probate court. They'd carry the burden of proving Nick acted intentionally — against an NGRI verdict that already found he lacked the capacity to form intent. They'd relive their parents' deaths in civil litigation while their brother potentially collects his share.That's the position California law creates. A 45-year-old loophole. A $200 million estate. And an impossible choice for the surviving family.This episode breaks down the legal mechanics, the precedent, and the financial incentive structure behind the insanity defense that nobody wants to talk about.#NickReiner #RobReiner #MicheleReiner #SlayerStatute #EstateOfLadd #InsanityDefense #CaliforniaLaw #Inheritance #HiddenKillers #TrueCrimeJoin Our SubStack For AD-FREE ADVANCE EPISODES & EXTRAS!: https://hiddenkillers.substack.com/Want to comment and watch this podcast as a video? Check out our YouTube Channel. https://www.youtube.com/@hiddenkillerspodInstagram https://www.instagram.com/hiddenkillerspod/Facebook https://www.facebook.com/hiddenkillerspod/Tik-Tok https://www.tiktok.com/@hiddenkillerspodX Twitter https://x.com/tonybpodListen Ad-Free On Apple Podcasts Here: https://podcasts.apple.com/us/podcast/true-crime-today-premium-plus-ad-free-advance-episode/id1705422872This publication contains commentary and opinion based on publicly available information. All individuals are presumed innocent until proven guilty in a court of law. Nothing published here should be taken as a statement of fact, health or legal advice.

This episode, hosted by Anna Soliman,  reviews the new petition process enacted under AB 2016 for a decedent's primary residence valued up to  $750,000.  We will discuss the origin of the new law, the old rules, and the mechanics of the procedures. About our guests, Judith Tang and Lisa B. Roper: Judith Tang is the Co-Vice Chair of the Trusts and Estates Practice group at Fennemore. Judith is a Director and the Co-Vice Chair of the Trusts and Estates Practice group at Fennemore. She has over 25 years of experience and a breadth of knowledge, providing comprehensive personalized estate planning and trust and estate administration services.Lisa B. Roper is a partner in the Estate and Trust Litigation Group and the Trust Administration and Probate Group at Henderson, Caverly and Pum LLP, where she advises clients in estate and trust controversies, estate and trust administrations, guardianships, and conservatorships.  Lisa and Judith are members of the Executive Committee of the Trust and Estates Section of the California Lawyers Association.  About Our Host:Anna Soliman is Special Counsel in Sheppard Mullin's Los Angeles office, where she specializes in estate planning and trust administration for high-net-worth individuals. She is also a member of the Executive Committee of the Trust and Estates Section of the California Lawyers Association.  Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Cat Hammons and Todd Gajdusek

Estate planning attorney Karl Tsuchiya pulls back the curtain on the legal decisions families face when a loved one starts declining or when life throws unexpected curveballs. This conversation gets real about capacity issues, protecting vulnerable adults, and why every family needs certain documents in place regardless of their net worth.Karl's a partner at Helmuth & Johnson with deep experience in estate planning, elder law, guardianship, and conservatorship. He explains the practical differences between a power of attorney and a guardianship, walks through what actually happens when an adult child has concerns about a parent's mental state, and gives straight talk about the costs and emotional toll of going through the court system.We also tackle timely questions about immigrant families navigating uncertain times. What documents should be ready and accessible? What happens to property and children if someone is suddenly unavailable? Karl shares strategies that range from straightforward to unconventional, all while being honest about the tradeoffs involved.The bottom line: a little planning now prevents a lot of heartache later. And that one thing you can do this week? Check your beneficiary designations on every account you own.Topics covered: mental capacity and the gray area, guardianship vs. conservatorship, power of attorney basics, healthcare directives and living wills, elder abuse warning signs, protecting assets during detention or deportation, mixed-status family planning, the five-year look-back for medical assistance, compensating caregiving children fairly, and why trusts aren't just for wealthy families.Disclaimer: General information only. Not legal advice for any specific situation. Consult an attorney for guidance on your circumstances.CONNECT: Guest: Karl Tsuchiya, Partner, Helmuth & Johnson Law Firm Host: Greg Anderson, RE/MAX Advisors West Podcast: Living In Carver County – Connecting friends, building community

Mary Doe, a pseudonym used to protect her identity, filed a lawsuit against the Jeffrey Epstein estate alleging she was a victim of sexual abuse orchestrated by Epstein and his associates. According to the lawsuit, she was recruited as a minor under false pretenses of financial assistance and education opportunities. Instead, she was subjected to a cycle of grooming, manipulation, and exploitation. Mary Doe claims she was trafficked to Epstein's residences in New York, Florida, and the Virgin Islands, where she endured repeated abuse.She also alleges Epstein's powerful connections and wealth were used to intimidate her into silence and compliance, perpetuating her exploitation over an extended period.The complaint further details how Epstein's network of associates facilitated and covered up the abuse, underscoring a broader system of coercion and control. Mary Doe asserts the estate is directly responsible for enabling Epstein's operations, as it provided the financial resources and infrastructure used to carry out and conceal his crimes. 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.

John Canzano from the Bald Faced Truth radio show down in Oregon joins Dave Softy Mahler and Dick Fain to talk about the reported upcoming sale of the Seahawks from the estate of Paul Allen, Jody Allen’s role in this, Jeff Bezos and potential new owners.See omnystudio.com/listener for privacy information.

Estate planning is one of those things most of us know we should do but avoid anyway. In this episode, we sit down with trust and estate strategist Robin Ingber to break it down in a way that actually makes sense. We talk about the real differences between wills and trusts, why planning for incapacity matters just as much as planning for death, and how having a plan in place is really about protecting the people you love and making their lives easier. Robin keeps the conversation practical, relatable, and even a little funny while clearing up the myth that estate planning is only for the wealthy. If you have been putting this off or have no idea where to start, this episode is a great first step. Let's dive in!

This episode is powerful because it focuses on the value of Home Inspectors to the electrician and not just the buyer and/or seller. You may be shocked, pun intended, to learn what Paul Abernathy, a nationally recognized electrical expert, thinks about home inspectors and what they bring to the table for electricians. We, as electricians and electrical contractors, are always looking to grow our business, to increase our exposure, and to simply be the best we can be.So, embracing the Home Inspection Industry is very important to an electrical contractor's success. Yes, I know the actual Electrician likes to bash the stuff in a home inspection report when things are called out that seem frivolous, but at the end of the day, you, the Electrician, are getting paid to either fix the issues or give a detailed explanation of what is acceptable. Once that interaction is done, it's up to the negotiation between the buyer and seller, and nothing you say in a report, be it the home inspection report or electrical follow-up evaluation, should be biased or one-sided. Simply state the facts, collect your check, and move on. Listen as Paul Abernathy, CEO and Founder of Electrical Code Academy, Inc., the leading electrical educator in the country, discusses electrical code, electrical trade, and electrical business-related topics to help electricians maximize their knowledge and industry investment.If you are looking to learn more about the National Electrical Code, for electrical exam preparation, or to better your knowledge of the NEC, then visit https://fasttraxsystem.com for all the electrical code training you will ever need by the leading electrical educator in the country with the best NEC learning program on the planet.Become a supporter of this podcast: https://www.spreaker.com/podcast/master-the-nec-podcast--1083733/support.Struggling with the National Electrical Code? Discover the real difference at Electrical Code Academy, Inc.—where you'll learn from the nation's most down-to-earth NEC expert who genuinely cares about your success. No fluff. No gimmicks. Just the best NEC training you'll actually remember.Visit https://FastTraxSystem.com to learn more.

Which one makes more money sense? Smashing down your mortgage faster, or putting that money to work in shares? This week’s Friday Drinks opens with one of the most divisive money questions we get, and Victoria gets very honest about how she approaches it in her own life. She walks through what she prioritises when building wealth, the maths she actually uses to make sure every dollar is working it's hardest for her, and why the answer that feels obvious, isn’t always the one that makes you richer. Then things get spicy. Like, properly spicy. A community member slid into our DMs convinced her late father-in-law’s partner is lying about his will and the real cost of the funeral. We unpack what really happens when someone dies without a will, where money goes first, how estates are handled, and what to do when your gut says something’s off but the situation is already emotionally loaded. And because it's Friday we’ve got all the usual fun and chaos you love to start the weekend the right.FURTHER LISTENING: What happens to your money when you die? WEDDING BUDGET: Get the SOTM wedding budget here.THE BEST SOTM FREEBIES: Your 2026 Fresh Start: Free Money Tools You’ll Love Need the team’s take on your money dilemma? Send us a voicemail here.Or if it's more of a spicy money drama and you want the communities verdict? Slide into our DMs here. Ready for more laughs, lessons, and unhinged money chats? Check out our oh-so-bingeable Friday Drinks playlist. Listen here. Join our 400K+ She's on the Money community in our Facebook Group and on Instagram. Acknowledgement of Country By Nartarsha Bamblett aka Queen Acknowledgements. The advice shared on She's On The Money is general in nature and does not consider your individual circumstances. She's On The Money exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Victoria Devine and She's On The Money are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.See omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Lisa Mulrain. Summary of the Interview On Money Making Conversations Masterclass, Rushion McDonald interviews Lisa Mulrain—CEO of Legacy Building LLC, a financial literacy and legal services entrepreneur with more than 30 years of federal government experience as a securities attorney. Lisa’s mission is to empower individuals and small businesses through financial education, credit repair, debt management, estate planning, and investment strategy. The interview highlights her transition from government attorney to entrepreneur, the purpose behind Legacy Building LLC, and the unique combination of her legal expertise and financial coaching. She breaks down how underserved communities can close knowledge gaps, develop stronger money mindsets, repair credit, invest wisely, and protect assets through estate planning. She also explains the emerging opportunities in tokenized real estate, fractionalized Ginnie Mae securities, and the importance of research before investing. The conversation is highly practical—covering everything from budgeting to Roth IRAs, 401(k) matches, brokerage accounts, credit consolidation, and asset protection through trusts and wills. Lisa stresses empowerment through education and long-term wealth building. Purpose of the Interview 1. To introduce Lisa Mulrain’s financial literacy and legal services mission The interview showcases how Legacy Building LLC helps clients improve credit, manage debt, understand investments, and plan estates. 2. To educate listeners about emerging financial trends Lisa explains tokenized real estate, fractional Ginnie Mae securities, and policy changes that create new wealth-building opportunities. 3. To emphasize financial empowerment for underserved communities She focuses on shifting money mindsets, breaking cycles of scarcity, and building generational wealth. 4. To highlight the importance of estate planning She stresses that wills, trusts, and powers of attorney are foundational—not optional. 5. To offer actionable investing and credit strategies Listeners gain practical tools to start improving their finances immediately. Key Takeaways 1. Financial literacy begins with mindset Before fixing credit, individuals must understand their past beliefs about money and scarcity.Many financial mistakes originate from “lack mentality.” 2. Credit repair requires root-cause analysis Lisa teaches clients to: Identify how they fell into debt Negotiate with creditors Remove charge-offs when possible Avoid repeating harmful financial behaviors 3. Estate planning is essential for everyone—not just older adults A proper estate plan includes: A trust (primary document) A “pour-over” will for missed assets Healthcare proxies & POAs Instructions for managing assets during incapacity or after death Common tragedies—Prince, Aretha Franklin, Michael Jackson—show how lack of planning complicates estates. 4. Invest intentionally and consistently Key investment tools Lisa recommends: Maximize 401(k) contributions, especially employer matches Favor S&P 500 index options in retirement plans Fund a Roth IRA for tax-free growth Open brokerage accounts with established firms (e.g., Schwab, Fidelity) Buy fractional shares to invest even with small amounts Focus on time in the market, not timing the market 5. Tokenized real estate and fractionalized Ginnie Mae securities are groundbreaking Lisa explains how changes in federal policy and crypto infrastructure enable new low-barrier investment opportunities—such as Ginnie Mae-backed fractional securities for as little as $50. 6. Research, research, research Before buying any stock, investors should monitor: Long-term trends Earnings calls Layoffs (strategy vs. crisis) Market cycles Influential investors’ moves 7. Legacy Building LLC merges financial education + legal protection Her dual firms allow clients to: Learn how to build wealth Legally protect their assets Create generational stability 8. Wealth building requires discipline—not brand-driven spending She warns against sinking money into luxury goods without appreciating assets to match. Notable Quotes (All pulled directly from the transcript.) On why she does this work “Helping people has always been at my core.” “I wanted to get involved in finance because that was the one central factor that made the difference between the haves and the have nots.” On mindset & credit “Let’s examine your money mindset.” “We adopt a lack mentality… we already start from a place of ‘we don’t have it.’” On estate planning “Whatever you’ve accumulated… you don’t have a plan.” “It could take years for it to go through probate.” “Your trust is the main document.” On investing “You are leaving money on the table if you don’t get that 401(k) match.” “Don’t time the market… it’s about time in the market.” “Scare money don’t make money.” On financial habits “Be diligent in your acquisitions.” “You cannot make any money if you are not investing. Period.” On opportunities in new investment tech “Tokenized real estate is very new and novel… real physical assets backing crypto.” “Ginnie Mae securities are now eligible for fractionalized shares… with guaranteed repayment.” #SHMS #STRAW #BESTSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Lisa Mulrain. Summary of the Interview On Money Making Conversations Masterclass, Rushion McDonald interviews Lisa Mulrain—CEO of Legacy Building LLC, a financial literacy and legal services entrepreneur with more than 30 years of federal government experience as a securities attorney. Lisa’s mission is to empower individuals and small businesses through financial education, credit repair, debt management, estate planning, and investment strategy. The interview highlights her transition from government attorney to entrepreneur, the purpose behind Legacy Building LLC, and the unique combination of her legal expertise and financial coaching. She breaks down how underserved communities can close knowledge gaps, develop stronger money mindsets, repair credit, invest wisely, and protect assets through estate planning. She also explains the emerging opportunities in tokenized real estate, fractionalized Ginnie Mae securities, and the importance of research before investing. The conversation is highly practical—covering everything from budgeting to Roth IRAs, 401(k) matches, brokerage accounts, credit consolidation, and asset protection through trusts and wills. Lisa stresses empowerment through education and long-term wealth building. Purpose of the Interview 1. To introduce Lisa Mulrain’s financial literacy and legal services mission The interview showcases how Legacy Building LLC helps clients improve credit, manage debt, understand investments, and plan estates. 2. To educate listeners about emerging financial trends Lisa explains tokenized real estate, fractional Ginnie Mae securities, and policy changes that create new wealth-building opportunities. 3. To emphasize financial empowerment for underserved communities She focuses on shifting money mindsets, breaking cycles of scarcity, and building generational wealth. 4. To highlight the importance of estate planning She stresses that wills, trusts, and powers of attorney are foundational—not optional. 5. To offer actionable investing and credit strategies Listeners gain practical tools to start improving their finances immediately. Key Takeaways 1. Financial literacy begins with mindset Before fixing credit, individuals must understand their past beliefs about money and scarcity.Many financial mistakes originate from “lack mentality.” 2. Credit repair requires root-cause analysis Lisa teaches clients to: Identify how they fell into debt Negotiate with creditors Remove charge-offs when possible Avoid repeating harmful financial behaviors 3. Estate planning is essential for everyone—not just older adults A proper estate plan includes: A trust (primary document) A “pour-over” will for missed assets Healthcare proxies & POAs Instructions for managing assets during incapacity or after death Common tragedies—Prince, Aretha Franklin, Michael Jackson—show how lack of planning complicates estates. 4. Invest intentionally and consistently Key investment tools Lisa recommends: Maximize 401(k) contributions, especially employer matches Favor S&P 500 index options in retirement plans Fund a Roth IRA for tax-free growth Open brokerage accounts with established firms (e.g., Schwab, Fidelity) Buy fractional shares to invest even with small amounts Focus on time in the market, not timing the market 5. Tokenized real estate and fractionalized Ginnie Mae securities are groundbreaking Lisa explains how changes in federal policy and crypto infrastructure enable new low-barrier investment opportunities—such as Ginnie Mae-backed fractional securities for as little as $50. 6. Research, research, research Before buying any stock, investors should monitor: Long-term trends Earnings calls Layoffs (strategy vs. crisis) Market cycles Influential investors’ moves 7. Legacy Building LLC merges financial education + legal protection Her dual firms allow clients to: Learn how to build wealth Legally protect their assets Create generational stability 8. Wealth building requires discipline—not brand-driven spending She warns against sinking money into luxury goods without appreciating assets to match. Notable Quotes (All pulled directly from the transcript.) On why she does this work “Helping people has always been at my core.” “I wanted to get involved in finance because that was the one central factor that made the difference between the haves and the have nots.” On mindset & credit “Let’s examine your money mindset.” “We adopt a lack mentality… we already start from a place of ‘we don’t have it.’” On estate planning “Whatever you’ve accumulated… you don’t have a plan.” “It could take years for it to go through probate.” “Your trust is the main document.” On investing “You are leaving money on the table if you don’t get that 401(k) match.” “Don’t time the market… it’s about time in the market.” “Scare money don’t make money.” On financial habits “Be diligent in your acquisitions.” “You cannot make any money if you are not investing. Period.” On opportunities in new investment tech “Tokenized real estate is very new and novel… real physical assets backing crypto.” “Ginnie Mae securities are now eligible for fractionalized shares… with guaranteed repayment.” #SHMS #STRAW #BESTSee omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Lisa Mulrain. Summary of the Interview On Money Making Conversations Masterclass, Rushion McDonald interviews Lisa Mulrain—CEO of Legacy Building LLC, a financial literacy and legal services entrepreneur with more than 30 years of federal government experience as a securities attorney. Lisa’s mission is to empower individuals and small businesses through financial education, credit repair, debt management, estate planning, and investment strategy. The interview highlights her transition from government attorney to entrepreneur, the purpose behind Legacy Building LLC, and the unique combination of her legal expertise and financial coaching. She breaks down how underserved communities can close knowledge gaps, develop stronger money mindsets, repair credit, invest wisely, and protect assets through estate planning. She also explains the emerging opportunities in tokenized real estate, fractionalized Ginnie Mae securities, and the importance of research before investing. The conversation is highly practical—covering everything from budgeting to Roth IRAs, 401(k) matches, brokerage accounts, credit consolidation, and asset protection through trusts and wills. Lisa stresses empowerment through education and long-term wealth building. Purpose of the Interview 1. To introduce Lisa Mulrain’s financial literacy and legal services mission The interview showcases how Legacy Building LLC helps clients improve credit, manage debt, understand investments, and plan estates. 2. To educate listeners about emerging financial trends Lisa explains tokenized real estate, fractional Ginnie Mae securities, and policy changes that create new wealth-building opportunities. 3. To emphasize financial empowerment for underserved communities She focuses on shifting money mindsets, breaking cycles of scarcity, and building generational wealth. 4. To highlight the importance of estate planning She stresses that wills, trusts, and powers of attorney are foundational—not optional. 5. To offer actionable investing and credit strategies Listeners gain practical tools to start improving their finances immediately. Key Takeaways 1. Financial literacy begins with mindset Before fixing credit, individuals must understand their past beliefs about money and scarcity.Many financial mistakes originate from “lack mentality.” 2. Credit repair requires root-cause analysis Lisa teaches clients to: Identify how they fell into debt Negotiate with creditors Remove charge-offs when possible Avoid repeating harmful financial behaviors 3. Estate planning is essential for everyone—not just older adults A proper estate plan includes: A trust (primary document) A “pour-over” will for missed assets Healthcare proxies & POAs Instructions for managing assets during incapacity or after death Common tragedies—Prince, Aretha Franklin, Michael Jackson—show how lack of planning complicates estates. 4. Invest intentionally and consistently Key investment tools Lisa recommends: Maximize 401(k) contributions, especially employer matches Favor S&P 500 index options in retirement plans Fund a Roth IRA for tax-free growth Open brokerage accounts with established firms (e.g., Schwab, Fidelity) Buy fractional shares to invest even with small amounts Focus on time in the market, not timing the market 5. Tokenized real estate and fractionalized Ginnie Mae securities are groundbreaking Lisa explains how changes in federal policy and crypto infrastructure enable new low-barrier investment opportunities—such as Ginnie Mae-backed fractional securities for as little as $50. 6. Research, research, research Before buying any stock, investors should monitor: Long-term trends Earnings calls Layoffs (strategy vs. crisis) Market cycles Influential investors’ moves 7. Legacy Building LLC merges financial education + legal protection Her dual firms allow clients to: Learn how to build wealth Legally protect their assets Create generational stability 8. Wealth building requires discipline—not brand-driven spending She warns against sinking money into luxury goods without appreciating assets to match. Notable Quotes (All pulled directly from the transcript.) On why she does this work “Helping people has always been at my core.” “I wanted to get involved in finance because that was the one central factor that made the difference between the haves and the have nots.” On mindset & credit “Let’s examine your money mindset.” “We adopt a lack mentality… we already start from a place of ‘we don’t have it.’” On estate planning “Whatever you’ve accumulated… you don’t have a plan.” “It could take years for it to go through probate.” “Your trust is the main document.” On investing “You are leaving money on the table if you don’t get that 401(k) match.” “Don’t time the market… it’s about time in the market.” “Scare money don’t make money.” On financial habits “Be diligent in your acquisitions.” “You cannot make any money if you are not investing. Period.” On opportunities in new investment tech “Tokenized real estate is very new and novel… real physical assets backing crypto.” “Ginnie Mae securities are now eligible for fractionalized shares… with guaranteed repayment.” #SHMS #STRAW #BESTSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.