Podcasts about Estate

  • 7,873PODCASTS
  • 49,739EPISODES
  • 37mAVG DURATION
  • 5DAILY NEW EPISODES
  • Jan 27, 2026LATEST

POPULARITY

20192020202120222023202420252026

Categories




    Best podcasts about Estate

    Show all podcasts related to estate

    Latest podcast episodes about Estate

    Not Alone
    How to Stop Wasting Money and Start Building Real Wealth with Vivian Tu, "Your Rich BFF"

    Not Alone

    Play Episode Listen Later Jan 27, 2026 58:19


    Vivian Tu, aka Your Rich BFF, is back on Not Alone to talk about her new book, Well Endowed, and what it really means to build a life that's financially aligned, intentional, and values-driven. In this conversation, Valeria and Vivian break down the idea of “optimization” in everyday life, from money habits shaped by childhood lessons (including her now-famous Chinese buffet analogy) to understanding your personal value system and learning how to resist the constant pull of targeted marketing. They dive into media literacy, why spending money feels easier than ever, and how to decide what's truly worth it. Vivian also gets personal about building a strong financial foundation, getting financially honest with your partner, navigating prenups as a form of choice (not mistrust), and why women need to deeply understand their finances. The episode closes with a thoughtful look at teaching kids about money, estate planning basics, and how to leave behind more than just dollars - plus a peek at Vivian's new financial platform, Ask Dolly. Follow Vivian Tu on Social Media Instagram: https://www.instagram.com/your.richbff/?hl=en TikTok: https://www.tiktok.com/@yourrichbff?lang=en YouTube: https://www.youtube.com/yourrichbff Listen to Her Podcast: https://www.yourrichbff.com/podcast Get Financial Advice from Vivian: https://askdolly.com/ Shop my look from this episode: https://shopmy.us/shop/collections/3614194 Follow me:  Instagram: https://www.instagram.com/valerialipovetsky/  TikTok: https://www.tiktok.com/@valeria.lipovetsky?lang=en Not Alone TikTok: https://www.tiktok.com/@notalone.pod?lang=en What we talked about:  0:25 - Setting up the episode 1:00 - Introducing Vivian Tu 2:37 - Start of interview 3:00 - What's new with Vivian 4:23 - Inspiration behind “Well Endowed” 7:37 - Optimization in your life 7:49 - Lessons from the chinese buffet 10:33 - Figuring out your value system 12:50 - The importance of media literacy 14:25 - The ease of marketers targeting you 16:05 - Deciding if the purchase is worth it 18:35 - Not enough friction in the purchasing process  24:35 - Building your financial house 24:57 - Why women need to understand their finances 27:24 - Getting financially naked with your partner 30:00 - Social media setting unrealistic relationship standards 33:51 - Early days with her husband  35:44 - Falling in love with his generosity 37:40 - Prenups are about choice, not mistrust 41:53 - Teaching kids financial literacy  44:06 - Not leaving your children every dollar you have 47:29 - Telling your children “Yes, if…” 48:50 - Estate planning basics 53:44 - Leaving impressions for the readers 54:42 - New financial platform “Ask Dolly” Learn more about your ad choices. Visit megaphone.fm/adchoices

    90's NOW
    S14 Ep19: Shannen Doherty Estate, Kelly Rowland Movie, Brandy Memoir & Ozzy Osbourne Biopic!

    90's NOW

    Play Episode Listen Later Jan 23, 2026 28:43


    On this episode of 90's NOW, Kelly & Sharon dive into several major stories involving some of the most talked-about stars of the 90s and beyond. We begin with an update on Shannen Doherty's estate, which is reportedly still navigating unresolved divorce matters nearly two years after her passing. Kelly & Sharon discuss why bringing this chapter to a close would allow her loved ones the peace and healing they deserve, while also reflecting on Shannen's deep commitment to charitable causes and her close bond with her mother, Rosa. Kelly Rowland is stepping into a new film titled Relationship Goals, co-starring Method Man, and we share what to expect from the project. Plus, Brandy is releasing a highly anticipated memoir this spring and Kelly explains why she wishes the recent Brandy & Monica tour had included Canadian dates. We also get new details from Jack Osbourne about the upcoming Ozzy Osbourne biopic, sparking a discussion about Sharon Osbourne's likely involvement and who could realistically portray the Prince of Darkness on screen. This week's listener questions ask: What product do you always buy name-brand? and Who should play Ozzy Osbourne in the biopic? Wrap things up with Kelly's Trivia and a trip back to 1997 in Sharon's 90's Rewind. If you enjoyed this episode of 90's NOW, please take a moment to rate, review and follow the podcast on Podbean, Apple Podcasts, or Spotify - it really helps others find the show and keeps the 90s conversation going!

    The Easemakers Podcast
    From the Air Force to Estate Operations: Managing Logistics, Protocols and Change with Consultant and AW Strategies Founder Aubree Weathers

    The Easemakers Podcast

    Play Episode Listen Later Jan 21, 2026 40:16


    The right protocols can create peace in a family's everyday life.Aubree Weathers honed her skills managing operations and logistics in the Air Force, and today, she applies what she's learned in private service. As a consultant and the founder of AW Strategies, Aubree helps complex households build processes that work for them. In this episode of the Easemakers Podcast, she shares tips for creating new standards and procedures, best practices for navigating change, and advice for getting buy-in from key stakeholders across an estate.Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis.  Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next!The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

    Retire With Style
    Episode 212: There Is No “Best” Retirement Plan: How to Choose What Actually Works

    Retire With Style

    Play Episode Listen Later Jan 21, 2026 31:48


    Audio Quality Notice: Please note that this episode contains some technical audio issues affecting portions of the recording. While we've made every effort to improve the sound quality, some disruptions may remain. For clarity, full transcripts and closed captions are available and linked here for your reference. https://retirewithstyle.com/wp-content/uploads/2026/01/Episode-212-There-Is-No-Best-Retirement-Plan-How-to-Choose-What-Actually-Works.pdf In this episode of Retire With Style, Alex and Wade kick off a new arc focused on the fully revised Third Edition of the Retirement Planning Guidebook. The conversation walks through the foundational ideas behind the book, beginning with retirement income styles and why there is no single “best” strategy for everyone. Wade explains the importance of aligning retirement income decisions with personal preferences, comfort with risk, and behavioral realities rather than forcing a one-size-fits-all approach. The discussion then expands into efficiency-focused retirement planning, highlighting practical ways retirees can improve outcomes through Social Security claiming decisions, tax planning, and organization for incapacity and estate planning. The episode concludes with a framework for understanding the three major risks retirees face: longevity risk, market risk, and spending shocks, as well as why planning becomes especially critical during the transition into retirement.   Takeaways Retirement income planning does not have a single correct answer; multiple viable strategies exist, and the best choice depends on personal preferences and behavior. Understanding your retirement income style helps prioritize which strategies, tools, and chapters of the planning process deserve the most focus. Retirement efficiency means getting more after-tax spending power or legacy from the same set of assets, often by making better decisions rather than taking more risk. Social Security claiming decisions remain one of the most impactful and accessible efficiency opportunities for many retirees. Strategic tax planning, including Roth conversions, can create immediate and long-term benefits without requiring market forecasts. Organizing documents for incapacity and estate planning is a major but often overlooked source of efficiency with both financial and psychological benefits. Retirees face three primary categories of risk: longevity risk, market risk amplified by withdrawals, and unpredictable spending shocks. The years leading up to and immediately following retirement are a fragile transition period where early planning creates significantly more flexibility and better outcomes.   Chapters 00:00 – Retirement Planning Guidebook Series Introduction 05:35 – What's New in the Fully Revised 3rd Edition 06:36 – Why Retirement Income Styles Come First 08:11 – Is There a “Best” Retirement Income Strategy? 10:33 – Investing vs. Annuities: Where Each Fits 11:18 – Addressing Bias in Retirement Planning Advice 14:29 – Getting a Second Opinion on Retirement Strategies 17:14 – Risk Premium vs. Risk Pooling Explained 19:22 – What Retirement Planning Efficiency Really Means 21:32 – Social Security Claiming as a Planning Lever 23:22 – Roth Conversions and Tax Planning in Retirement 24:57 – Estate and Incapacity Planning Mistakes to Avoid 26:45 – The 3 Biggest Risks in Retirement 29:22 – Why Retirement Risk Is Different Than Accumulation 31:41 – The Fragile Retirement Transition Period 33:20 – Why Planning Early Improves Retirement Outcomes   Links

    XChateau - Navigating the Business of Wine
    Leading with Vision w/ Arnaud Weyrich & Xavier Barlier, Roederer Estate

    XChateau - Navigating the Business of Wine

    Play Episode Listen Later Jan 20, 2026 54:39


    After 40 years, Roederer Estate, the Californian arm of Champagne Louis Roederer has really started to hit its stride. Arnaud Weyrich, SVP and Winemaker of Roederer Estate and Xavier Barlier, CMO of MMD USA, discuss its history, trajectory, and how Roederer Estate continues to create more reasons to believe in the brand and the wines. This belief is grounded in a vision to make wines that look and taste like Champagne, but with Californian roots. Detailed Show Notes: Arnaud's background: interned at Roederer Estate (“RE”) in 1993, returned to winemaking team in 2000Xavier's background: Moet Hennessy, Renault, Disney, then Roederer Marketing & CommunicationsRoederer Estate in contextLouis Roederer founded in 1776, began exporting to US in 1860-70's1980s - acquired Anderson Valley vineyards and built Roederer Estate wineryMaison Marques & Domaines (“MMD”) founded 1987 for launch of 1st vintage of RE and distribution of Louis RoedererRE founded because during 1980s, not enough Champagne made to supply growing US market and land was cheaper than France; could also do the estate model, which was difficult in ChampagneAnderson Valley had the right weather, track record of other quality, local wines (Chardonnay, Riesling, Gewurztraminer), and inexpensive land (was known for apple orchards)RE production1st harvest 1985 (80s challenged by legal problems for wine w/ sulfite content)Late 80s-early 90s - 40-45k cases Mid-90's-2000 - ~80k cases (bolstered by French paradox, internet boom, young chefs, and “sommelier” becoming an English word)2025 - ~100k casesLimited by estate model, remote part of CA (tries to attract talent by providing subsidized housing for 90% of staff, invested $3M over last 10 years)CA sparkling historyPioneers supported each other (e.g. - Schramsberg, Domaine Carneros, Iron Horse)Downturn in market (1987 stock market crash, 1989 phylloxera hit vineyards)Market reaction positive, particularly after Schramberg wine served by President Nixon in China at the 1972 “Toast to Peace”RE launch pricingChampagne was priced

    The Money Advantage Podcast
    How to Avoid Estate Tax Legally: The Planning Moves That Protect Your Family's Legacy

    The Money Advantage Podcast

    Play Episode Listen Later Jan 19, 2026 38:29


    The “Billion-Dollar Asset” That Still Had to Be Sold A story Bruce shares in our retirement class teaching always stops people in their tracks. A family inherited an NFL team worth just under a billion dollars. The asset was valuable. The legacy was real. But the planning wasn't there. When estate taxes came due, the heirs didn't have the liquidity to pay the bill. And because the wealth was tied up in an illiquid asset, they had to sell the team. https://www.youtube.com/live/6lCgo4y3LYs Most families will never own an NFL franchise. But plenty of families do own a business, a portfolio of real estate, land that's been in the family for generations, or investments that look substantial on paper but aren't easy to convert into cash quickly. And that's where this topic becomes personal: if you don't plan ahead, your family may be forced into decisions you never intended—simply to satisfy a tax obligation. This is why we're talking about how to avoid estate tax legally—so your wealth can serve your heirs and your purpose, not become a burden or a fire sale. The “Billion-Dollar Asset” That Still Had to Be SoldWhat You'll Learn About How to Avoid Estate Tax LegallyThe Practical Building Blocks of Estate Tax PlanningEstate Tax vs Inheritance Tax Difference: Start With the Right DefinitionsFederal Estate Tax Exemption 2026 and Why the Rules Don't Stay PutEstate Tax Exemption 2025 vs 2026: Timing MattersEstate Tax Rate 40 Percent: The “One-Time Loss” That Creates Long-Term DamageWhy Do Estate Tax Planning Strategies Matter Even If You're Under the Exemption Today?Estate Planning for Married Couples vs Surviving Spouse: The Quiet ShiftHow to Avoid Estate Tax Legally With Annual GiftingDo I Have to Report Gifts Under 19,000?When Do You Have to File Form 709 Gift Tax Return?Lifetime Gift Tax Exemption 2026: Larger Gifts and Long-Term TrackingGiving With Warm Hands: Why Legacy Planning Is Bigger Than Tax PlanningEstate Liquidity Planning: What Happens if an Estate Is Mostly Real Estate and Taxes Are Due?How Can Life Insurance Provide Liquidity for Estate Taxes?Irrevocable Trust Estate Planning StrategiesHow to Avoid Estate Tax Legally: Life Insurance for Banking vs Life Insurance for Estate Tax529 Plan Superfunding: Gifting to Reduce Estate Size (and the Control Question)The Most Important Takeaway on How to Avoid Estate Tax LegallyListen to the Full Episode on How to Avoid Estate Tax LegallyBook A Strategy CallFAQWhat is the difference between estate tax and inheritance tax?How does the estate tax exemption work?Should I do estate tax planning if I'm under the exemption today?What is the annual gift tax exclusion?Do I have to report gifts under the gift tax exclusion?When do you have to file Form 709?What happens if an estate is mostly real estate and taxes are due?How can life insurance provide liquidity for estate taxes?Which states have estate or inheritance taxes? What You'll Learn About How to Avoid Estate Tax Legally If you've ever wondered, “Will my legacy go to my family…or to the IRS?” you're asking the right question. In this blog, we're going to walk you through the core ideas from our podcast episode on estate and inheritance taxes—what they are, how exemptions work, why the rules change, and what families can do now to protect generational wealth. You'll learn: The estate tax vs inheritance tax difference (and why it matters) How the federal estate tax exemption 2026 conversation impacts planning today Why a married couple's plan can change dramatically when one spouse dies How annual gifting works (and why people confuse it) When Form 709 may come into play Why estate liquidity planning can be the difference between preserving an asset and losing it How life insurance and trusts are commonly used to create options and control Quick note: we're not attorneys. We sit in these meetings with attorneys. We collaborate with estate planning professionals constantly. Our goal is to give you a clear framework so you can make wise decisions and ask better questions with your CPA and attorney. The Practical Building Blocks of Estate Tax Planning Estate Tax vs Inheritance Tax Difference: Start With the Right Definitions One of the biggest sources of confusion we see is people using “estate tax” and “inheritance tax” like they're interchangeable. They're not. Here's the simple distinction: Estate taxes are settled by the estate. The money comes out of the estate before everything is fully distributed. Inheritance taxes are settled by the beneficiaries. The tax bill is tied to what they receive. There's also the state-level reality: not every state has inheritance tax, and state estate taxes can be entirely different from federal rules. That's why one of the first questions we encourage families to answer is: “Which taxes apply in my state, and which apply federally?” When you get the definitions right, you avoid planning in the wrong direction. Federal Estate Tax Exemption 2026 and Why the Rules Don't Stay Put When we recorded this episode, we were in December 2025, and Congress had just changed a tax bill that was expected to sunset at the start of 2026. That shift is a perfect example of why families can't build a legacy plan on the assumption that today's rules will remain tomorrow's rules. Here's what matters more than any single number: tax law can change quickly, and thresholds can move. That's why planning is less about guessing the future and more about building a structure that is resilient no matter what Congress does next. Estate Tax Exemption 2025 vs 2026: Timing Matters A detail that surprises many families is that timing can change what exemption applies. If someone passes away in one year, that year's rules apply. If they pass away the next year, the next year's exemption applies. We don't control the timing of life. But we can control the readiness of our plan. Estate Tax Rate 40 Percent: The “One-Time Loss” That Creates Long-Term Damage A federal estate tax hit can be significant. In our conversation, we referenced how quickly the dollars add up when large estates exceed the exemption threshold. But the bigger point we want you to see is this: It's not just the dollars paid in tax once. It's the generational opportunity cost of losing that capital. When your family loses money to unnecessary taxes, your family also loses what that money could have produced across decades: businesses that could have been started real estate acquisitions that could have created cash flow education and training that could have expanded a child's capacity family philanthropy that could have multiplied impact economic stability that could have protected future generations Bruce tells clients: when the money is gone, you can't make money on that money anymore. That's not just a financial statement. It's a legacy statement. Why Do Estate Tax Planning Strategies Matter Even If You're Under the Exemption Today? This is where most families get lulled to sleep. They see a high exemption and think, “We don't need to worry about estate taxes.” Two realities can make that assumption dangerous: Exemptions can change Your plan changes when one spouse dies Estate Planning for Married Couples vs Surviving Spouse: The Quiet Shift Even if you don't consider yourself “ultra-wealthy,” your planning needs to account for the fact that most couples will not pass away at the same time. A couple may look comfortably under a combined exemption threshold—then one spouse dies and the surviving spouse's position changes. Planning that felt safe becomes exposed. We see this across many areas of tax planning, not just estate taxes. The financial world often treats “married” and “single” very differently. That's why it's so important to build your plan while you still have options, flexibility, and time. How to Avoid Estate Tax Legally With Annual Gifting One of the simplest tools families can use is consistent, intentional gifting. In our episode, we talked about an annual gifting amount of $19,000 per person, per recipient, per year. The specific number can change over time, so always confirm the current annual exclusion with your CPA. But the concept is what matters. Here's why annual gifting is so powerful: It reduces the size of your estate over time It can move assets into the next generation in a planned way It can be used to build capability, not entitlement—if you pair it with purpose and guidance Do I Have to Report Gifts Under 19,000? In many situations, gifts under the annual exclusion amount don't require filing a gift tax return. That's why families like it: it's simple and consistent. Where it gets complicated is when you go above the annual threshold. When Do You Have to File Form 709 Gift Tax Return? If you exceed the annual exclusion amount, you may need to file a gift tax return (often IRS Form 709). Filing doesn't necessarily mean you owe tax immediately. It can mean the gift is tracked against lifetime gifting limits. Your CPA is the right person to guide you on the reporting mechanics for your situation. The takeaway: gifting can be one of the cleanest ways to reduce your estate—especially when you do it proactively and consistently. Lifetime Gift Tax Exemption 2026: Larger Gifts and Long-Term Tracking Beyond annual gifting, there is typically a lifetime gifting framework that tracks larger transfers. This is where families often say, “I'm confused,” and they're not alone. The important part isn't memorizing every detail—it's understanding the two-tier structure: annual gifting can be simple and repeatable larger gifts may require reporting and coordination with lifetime limits Again, this is why we encourage families to coordinate with their CPA and estate planning attorney.

    Oklahoma Appeals - The Podcast
    Episode 059: Oklahoma Appellate Courts 2025 Update #6

    Oklahoma Appeals - The Podcast

    Play Episode Listen Later Jan 18, 2026 64:11


    Send us a textGabe and Jana discuss the following cases:2025 OK 79, 579 P.3d 728, 11/03/2025, ALLSTATE v. HON. LARA RUSSELL and WEDIN AND UTZIG2025 OK 80, 579 P.3d 724, 11/03/2025, CORYELL ROOFING & CONSTRUCTION, INC. v. BURGESS FARMS, LLC2025 OK 81, 11/12/2025, In the Matter of the Estate of Linzy Hill, Deceased, Brightwater Capital, LLC v. Hill2025 OK 82, 11/12/2025, STITT V. DRUMMOND2025 OK 84, 11/18/2025, FLORETTA FRANKLIN, as mother and next of kin to LATOYA PERRY v. OU MEDICINE, et al.2025 OK 85, 11/18/2025, LARRY AUSTBO, Surviving Spouse of MARILYN AUSTBO, Deceased, v. GREENBRIAR, et al.2025 OK 86, 11/25/2025, BROOKE v. REED2025 OK 87, 11/25/2025, LAWSON v. LeFLORE CO. DETENTION CENTER PUBLIC TRUST SECURITY COMM.2025 OK 89, 12/09/2025, IN THE MATTER OF THE ESTATE OF MELISSA EVANS, DECEASED. JOSHUA EVANS v. GREER2025 OK 91, 12/16/2025, REV. DR. MITCH RANDALL, et al. v. LINDEL FIELDS, et al.

    Iron Trap Garage Podcast
    10 Big Things We Have Learned From Doing Large Estate Buyouts

    Iron Trap Garage Podcast

    Play Episode Listen Later Jan 18, 2026 94:47


    Matt, Mike & Moon sit down to talk about the 10 important things we have learned while doing large estate buyouts. There are way more than 10 but we figured these were the most important, and some of the largest learning curves since we started buying heavily. Check out our website!! - www.irontrapgarage.comDon't forget to listen to our weekly podcast!! - https://open.spotify.com/show/09WnyHe97uUrMkeXF6dQIL?si=dObfWrBKTyqP42qwrO5vjw- Get 10% Off Your Eastwood Order With The Coupon Code ITG10 At Checkout * Some Products Excluded -  https://glnk.io/73rnx/irontrap  Wanna send us something?Iron Trap GaragePO Box 6New Berlinville, PA19545Matt's Instagram - @irontrap - https://www.instagram.com/irontrap/Mike's Instagram - @mhammsteak - https://www.instagram.com/mhammsteak/Iron Trap Parts Instagram - @irontrapfinds - https://www.instagram.com/irontrapfinds/Iron Trap eBay - https://www.ebay.com/usr/irontrapgarage/ 

    rSlash
    r/AITA for Stealing My Dad's Estate

    rSlash

    Play Episode Listen Later Jan 16, 2026 15:30


    0:00 Intro 0:07 Ad 1:16 Estate 4:57 Fiance 9:19 Fired 11:32 Breakup Learn more about your ad choices. Visit megaphone.fm/adchoices

    Influential Entrepreneurs with Mike Saunders, MBA
    Interview with Daniel Wachs with Perpetual Wealth Management – Navigating the Complexities and Fears of Premium Finance

    Influential Entrepreneurs with Mike Saunders, MBA

    Play Episode Listen Later Jan 16, 2026 25:11


    Daniel has worked in the insurance and financial services business since 1995. He is the founder of Perpetual Wealth Management, LLC and the Perpetual Wealth System for Premium financing transactions. Daniel's business has been focused on Premium Financing for the last 15 years. Daniel is a National Vendor for Premium Finance Strategies, representing multiple life insurance carriers and finance lenders. Perpetual Wealth Management has funded over $2 Billion of Death Benefit and has over $750 million of funded and/or committed capital loans outstanding, with multiple finance lenders. Daniel works around the country with IMO's, agents and HNW clients to implement these concepts. His main focuses entail Estate & Charitable Planning – Business Planning and Supplemental Income Planning. He has spoken at many industry events on the topic of Premium Financing. Daniel works and lives in Chicago with his wife, Anna Marie, and has three children, Isabelle, Alexandra, and Andrew.If you are interested in learning more about Premium Financing and how these concepts can be implemented in your practice or financial plan, please book a no obligation 30-minute conversation with me.Learn more: http://www.perpetualwm.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-daniel-wachs-with-perpetual-wealth-management-navigating-the-complexities-and-fears-of-premium-finance

    Influential Entrepreneurs with Mike Saunders, MBA
    Interview with Daniel Wachs with Perpetual Wealth Management – Strategic Use of Leverage in Retirement Planning

    Influential Entrepreneurs with Mike Saunders, MBA

    Play Episode Listen Later Jan 16, 2026 20:21


    Daniel has worked in the insurance and financial services business since 1995. He is the founder of Perpetual Wealth Management, LLC and the Perpetual Wealth System for Premium financing transactions. Daniel's business has been focused on Premium Financing for the last 15 years. Daniel is a National Vendor for Premium Finance Strategies, representing multiple life insurance carriers and finance lenders. Perpetual Wealth Management has funded over $2 Billion of Death Benefit and has over $750 million of funded and/or committed capital loans outstanding, with multiple finance lenders. Daniel works around the country with IMO's, agents and HNW clients to implement these concepts. His main focuses entail Estate & Charitable Planning – Business Planning and Supplemental Income Planning. He has spoken at many industry events on the topic of Premium Financing. Daniel works and lives in Chicago with his wife, Anna Marie, and has three children, Isabelle, Alexandra, and Andrew.If you are interested in learning more about Premium Financing and how these concepts can be implemented in your practice or financial plan, please book a no obligation 30-minute conversation with me.Learn more: http://www.perpetualwm.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-daniel-wachs-with-perpetual-wealth-management-strategic-use-of-leverage-in-retirement-planning

    Business Innovators Radio
    Interview with Daniel Wachs with Perpetual Wealth Management – Navigating the Complexities and Fears of Premium Finance

    Business Innovators Radio

    Play Episode Listen Later Jan 16, 2026 25:11


    Daniel has worked in the insurance and financial services business since 1995. He is the founder of Perpetual Wealth Management, LLC and the Perpetual Wealth System for Premium financing transactions. Daniel's business has been focused on Premium Financing for the last 15 years. Daniel is a National Vendor for Premium Finance Strategies, representing multiple life insurance carriers and finance lenders. Perpetual Wealth Management has funded over $2 Billion of Death Benefit and has over $750 million of funded and/or committed capital loans outstanding, with multiple finance lenders. Daniel works around the country with IMO's, agents and HNW clients to implement these concepts. His main focuses entail Estate & Charitable Planning – Business Planning and Supplemental Income Planning. He has spoken at many industry events on the topic of Premium Financing. Daniel works and lives in Chicago with his wife, Anna Marie, and has three children, Isabelle, Alexandra, and Andrew.If you are interested in learning more about Premium Financing and how these concepts can be implemented in your practice or financial plan, please book a no obligation 30-minute conversation with me.Learn more: http://www.perpetualwm.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-daniel-wachs-with-perpetual-wealth-management-navigating-the-complexities-and-fears-of-premium-finance

    Business Innovators Radio
    Interview with Daniel Wachs with Perpetual Wealth Management – Strategic Use of Leverage in Retirement Planning

    Business Innovators Radio

    Play Episode Listen Later Jan 16, 2026 20:21


    Daniel has worked in the insurance and financial services business since 1995. He is the founder of Perpetual Wealth Management, LLC and the Perpetual Wealth System for Premium financing transactions. Daniel's business has been focused on Premium Financing for the last 15 years. Daniel is a National Vendor for Premium Finance Strategies, representing multiple life insurance carriers and finance lenders. Perpetual Wealth Management has funded over $2 Billion of Death Benefit and has over $750 million of funded and/or committed capital loans outstanding, with multiple finance lenders. Daniel works around the country with IMO's, agents and HNW clients to implement these concepts. His main focuses entail Estate & Charitable Planning – Business Planning and Supplemental Income Planning. He has spoken at many industry events on the topic of Premium Financing. Daniel works and lives in Chicago with his wife, Anna Marie, and has three children, Isabelle, Alexandra, and Andrew.If you are interested in learning more about Premium Financing and how these concepts can be implemented in your practice or financial plan, please book a no obligation 30-minute conversation with me.Learn more: http://www.perpetualwm.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-daniel-wachs-with-perpetual-wealth-management-strategic-use-of-leverage-in-retirement-planning

    Influential Entrepreneurs with Mike Saunders, MBA
    Interview with Daniel Wachs with Perpetual Wealth Management – Leveraging Premium Finance

    Influential Entrepreneurs with Mike Saunders, MBA

    Play Episode Listen Later Jan 15, 2026 22:28


    Daniel has worked in the insurance and financial services business since 1995. He is the founder of Perpetual Wealth Management, LLC, and the Perpetual Wealth System for Premium financing transactions. Daniel's business has been focused on Premium Financing for the last 15 years. Daniel is a National Vendor for Premium Finance Strategies, representing multiple life insurance carriers and finance lenders. Perpetual Wealth Management has funded over $2 Billion of Death Benefit and has over $750 million of funded and/or committed capital loans outstanding, with multiple finance lenders. Daniel works around the country with IMO's, agents, and HNW clients to implement these concepts. His main focuses entail Estate & Charitable Planning, Business Planning, and Supplemental Income Planning. He has spoken at many industry events on the topic of Premium Financing. Daniel works and lives in Chicago with his wife, Anna Marie, and has three children, Isabelle, Alexandra, and Andrew.If you are interested in learning more about Premium Financing and how these concepts can be implemented in your practice or financial plan, please book a no-obligation 30-minute conversation with me.Learn more: http://www.perpetualwm.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-daniel-wachs-with-perpetual-wealth-management-leveraging-premium-finance

    Off Script with Trish Glose
    Heidi Whitney-Schile on Ambar Estate, culinary climbing, and failing forward

    Off Script with Trish Glose

    Play Episode Listen Later Jan 15, 2026 68:46


    Heidi Whitney-Schile didn't set out to become a brilliant chef, but food and the love of cooking and baking started at a pretty young age and it continued through college (she cooked for her roommates) and she used cooking as therapy when she found herself in a job she didn't love. When a friend asked if she would bake a wedding cake, Heidi decided right then and there - if the cake was a hit, she would quit her job and go to culinary school. The cake was a hit. Over the next several years, Heidi had intentful culinary moves that she says helped her grow, learn, push her boundaries and comfort zone. She says one of her first chefs told her "there's no failing in the kitchen," and Heidi calls it "failing forward." She says every oops or wrong turn has always led to personal growth. She's currently the winery chef at Ambar Estate (the story of getting here is a good one) where she believes she's found her happy place.

    Business Innovators Radio
    Interview with Daniel Wachs with Perpetual Wealth Management – Leveraging Premium Finance

    Business Innovators Radio

    Play Episode Listen Later Jan 15, 2026 22:28


    Daniel has worked in the insurance and financial services business since 1995. He is the founder of Perpetual Wealth Management, LLC, and the Perpetual Wealth System for Premium financing transactions. Daniel's business has been focused on Premium Financing for the last 15 years. Daniel is a National Vendor for Premium Finance Strategies, representing multiple life insurance carriers and finance lenders. Perpetual Wealth Management has funded over $2 Billion of Death Benefit and has over $750 million of funded and/or committed capital loans outstanding, with multiple finance lenders. Daniel works around the country with IMO's, agents, and HNW clients to implement these concepts. His main focuses entail Estate & Charitable Planning, Business Planning, and Supplemental Income Planning. He has spoken at many industry events on the topic of Premium Financing. Daniel works and lives in Chicago with his wife, Anna Marie, and has three children, Isabelle, Alexandra, and Andrew.If you are interested in learning more about Premium Financing and how these concepts can be implemented in your practice or financial plan, please book a no-obligation 30-minute conversation with me.Learn more: http://www.perpetualwm.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-daniel-wachs-with-perpetual-wealth-management-leveraging-premium-finance

    Business of Drinks
    99: Why Wölffer Estate Is Winning While Wine Struggles - With CEO Max Rohn - Business of Drinks

    Business of Drinks

    Play Episode Listen Later Jan 14, 2026 52:58


    Wölffer Estate Vineyard is an example of a legacy winery that has managed to stay culturally relevant and financially healthy through one of the most challenging periods in wine.The Hamptons-based, family-owned winery now produces roughly 250,000 cases annually and finished 2025 up single digits in both dollar sales and volume, outperforming much of the broader category. In this episode, CEO Max Rohn explains how Wölffer evolved from a local estate into a nationally recognized lifestyle brand — without outside capital, without chasing volume, and without abandoning quality.Key takeaways for drinks founders:

    The Chills at Will Podcast
    Episode 317 with Kasim Ali, Author of Who Will Remain and Master of Snappy Dialogue, Dynamic Characters, and Resonant and Creative Plot

    The Chills at Will Podcast

    Play Episode Listen Later Jan 13, 2026 85:52


    Notes and Links to Kasim Ali's Work   Kasim Ali was born and raised in Alum Rock, Birmingham. He is the author of the debut novel Good Intentions, has written fiction for BBC Radio 4 and has a column at The Bookseller. His short fiction has been longlisted for the 4th Estate and Guardian 4thWrite Short Story Prize, and Good Intentions was shortlisted for the Mo Siewcharran (Sue Sharon) Prize. He works as an editor in publishing and now lives in London. Buy Who Will Remain   Kasim Ali's Website   Interview from Hyphen Magazine: “Kasim Ali: ‘Some men think that shifting to the right is what's going to save them' ”   From The Observer UK: ‘What did we do to make you want to leave?'     At about 1:20, Kasim reflects on his experience since Who Will Remain was released in July 2025 At about 2:45, Kasim responds to Pete's question about he balances the commercial and the aesthetic   At about 5:00, Kasim discusses his editing process for his own books, especially with regard to the fact that he is an editor At about 7:20, Kasim expands on why he calls himself “1.5” with regards to generations and immigration, as well as his early language and literature life At about 13:35, Pete asks about Urdu, and if Kasim can trace any of his writing in English to echoes of his familial language At about 16:15, Kasim talks about his confidence (or lack thereof) in his writing of dialogue after Pete compliments his dialogue skills At about 17:40, Kasim expands on “but” and “therefore” in dialogue-interesting and necessary writing advice At about 20:30, Kasim schools Pete on schooling structures in the UK At about 21:10, Kasim highlights formative and transformative writing and writers At about 24:00, Kasim writes about his first novel as a departure from his “usual” writing style At about 26:00, Does Kasim know Elena Ferrante's identity???? At about 27:05, Pete asks Kasim about the book's dedication, and Kasim expands upon his life trajectory At about 30:05, Kasim riffs on Suella Braverman's racist and xenophobic comments that became his book's epigraph At about 35:00, Kasim reflects on ideas of dealing with stereotypes and reflecting broader Pakistani/immigrant/communities is general and getting past “limiting conversations”  At about 37:05, Pete lays out some of the novel's exposition At about 38:15, Kasim expands on ideas of “fitting in” with different familial groups and shifting roles within the family for real-life brothers and Bilal and Amir in the novel At about 43:05, Kasim reflects on his interest in “duality” and connects to the novel's opening funeral scene At about 46:10, Kasim responds to Pete's question about tropes of masculinity dealt with in the book  At about 47:20, Kasim discusses incorporating real-life violence into the book At about 50:00, Pete highlights simple and powerful writing (“Then then then”) that he asks Kasim about  At about 51:50, The two discuss arguments and bitterness over money  At about 52:35, Kasim responds to Pete's noting of the affections between men in the novel At about 59:40, Pete notes a nice nostalgic moment, and Kasim reflects on Amir's reintroduction to Adnan, a young man he previously would have avoided; Kasim connects to his own life and seeing ex-classmates At about 1:03:00, Kasim shares how the book Doppelganger fascinated him and gave him inspiration for his own writing about duality At about 1:06:20, Kasim responds to Pete's question about ideas of the “manosphere” and its connection to Amir and his connections with Farrah and the way he and friends talk about women At about 1:10:35,  At about 1:11:50, Kasim talks about an “easy and boring” job and how it in a strange way leads to nice and welcome conversations between brothers At about 1:14:50,  At about 1:17:40, Amir “growing into the mask”  At about 1:18:30,  At about 1:18:50, Kasim posits some possible actors for a movie      You can now subscribe to the podcast on Apple Podcasts, and leave a five-star review. You can also ask for the podcast by name using Alexa, and find the pod on Stitcher, Spotify, and on Amazon Music. Follow Pete on IG, where he is @chillsatwillpodcast, or on Twitter, where he is @chillsatwillpo1. You can watch other episodes on YouTube-watch and subscribe to The Chills at Will Podcast Channel. Please subscribe to both the YouTube Channel and the podcast while you're checking out this episode.       Pete is very excited to have one or two podcast episodes per month featured on the website of Chicago Review of Books. The audio will be posted, along with a written interview culled from the audio. His conversation with Jeff Pearlman, a recent guest, is up soon at Chicago Review.     Sign up now for The Chills at Will Podcast Patreon: it can be found at patreon.com/chillsatwillpodcastpeterriehl      Check out the page that describes the benefits of a Patreon membership, including cool swag and bonus episodes. Thanks in advance for supporting Pete's one-man show, DIY podcast and extensive reading, research, editing, and promoting to keep this independent podcast pumping out high-quality content!    This month's Patreon bonus episode features an exploration of formative and transformative writing for children, as Pete surveys wonderful writers on their own influences.    Pete has added a $1 a month tier for “Well-Wishers” and Cheerleaders of the Show.     This is a passion project, a DIY operation, and Pete would love for your help in promoting what he's convinced is a unique and spirited look at an often-ignored art form.    The intro song for The Chills at Will Podcast is “Wind Down” (Instrumental Version), and the other song played on this episode was “Hoops” (Instrumental)” by Matt Weidauer, and both songs are used through ArchesAudio.com.     Please tune in for Episode 318 with Timothy Wellbeck, Esquire, a leader in the fight for justice and racial equity. Timothy presently serves as the founding Director of the Center for Anti-Racism at Temple University, where he has led the Center from its inception into becoming one of the leading institutions of its kind. A Civil Rights Attorney by training and practice, Timothy is a scholar of law, race, and cultural studies. He and Pete will be talking about his standing-room only, incredibly popular Temple University classes about Kendrick Lamar and his music.    The episode airs today, Jan 13.    Please go to ceasefiretoday.org, and/or https://act.uscpr.org/a/letaidin to call your congresspeople and demand an end to the forced famine and destruction of Gaza and the Gazan people.

    Lifetime Cash Flow Through Real Estate Investing
    How the Top 1% of Real Estate Investors Pay $0 in Taxes (Legally) | Ep. 1,201

    Lifetime Cash Flow Through Real Estate Investing

    Play Episode Listen Later Jan 12, 2026 29:31


    Gian Pazzia is a nationally recognized authority on advanced tax strategies for real estate investors, CPAs, and business owners, with more than 25 years of experience. A former Big 4 structural engineer turned tax incentive strategist, he is the co-founder of KBKG, the industry leader in cost segregation studies with offices nationwide, and has helped clients save over $10 billion in taxes since 1999. A past president and longtime board member of the American Society of Cost Segregation Professionals, Gian has testified before the IRS, published extensively in leading tax journals, spoken to thousands nationwide, and pioneered the first online cost segregation platform, making sophisticated tax strategies more accessible to real estate owners.   Here's some of the topics we covered:   Why civil engineers are the secret weapon behind cost segregation Cost segregation finally explained in plain English The 2026 depreciation shift and how it could supercharge your returns How investors unlock massive first year write offs Cost segregation versus a 1031 and which wins when What cost segregation actually costs and why it's worth it Estate tax planning ninja moves most investors never hear about The short term rental tax loopholes smart investors are using   To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com    For more about Rod and his real estate investing journey go to www.rodkhleif.com   Please Review and Subscribe  

    Watchdog on Wall Street
    Venezuela: A Deeper Look

    Watchdog on Wall Street

    Play Episode Listen Later Jan 11, 2026 39:27 Transcription Available


     Chris Markowski, the Watchdog on Wall Street, delves into various pressing financial topics, including the war on drugs, the economic situation in Venezuela, the challenges facing the oil industry, and the current state of the U.S. economy. He discusses the implications of rising bankruptcies, government fraud, and the realities of the real estate market, while emphasizing the importance of understanding economic indicators and the need for reform in agricultural practices. Markowski encourages listeners to seek financial freedom and be aware of the truths behind the financial narratives presented by the media and government.

    Dark Side of Wikipedia | True Crime & Dark History
    Nick Reiner's $200 Million Problem: Can He Legally Access His Parents' Estate? | True Crime Today

    Dark Side of Wikipedia | True Crime & Dark History

    Play Episode Listen Later Jan 10, 2026 15:49


    Here's a question nobody's answering clearly: Can Nick Reiner — the man charged with murdering Rob Reiner and Michele Singer Reiner — legally access their $200 million estate to pay for his defense?He has no money of his own. He wasn't employed. He was living in his parents' guesthouse. And now he's facing two counts of first-degree murder with special circumstances, represented by a public defender who learned about the case the day before his arraignment.Three weeks ago, Nick had Alan Jackson — one of the highest-profile defense attorneys in the country. The family was reportedly footing the bill from the estate. Then Jackson withdrew. The family stopped paying. And nobody's explaining why.California's slayer statute is supposed to prevent this exact situation — you kill someone, you don't inherit from them. But the statute requires a finding of "intentional" killing. What if Nick mounts an insanity defense? What if he's found not guilty by reason of insanity? Does that change everything?We dig into the legal loophole that could theoretically preserve Nick's inheritance, explain why his siblings can block any distribution, and break down what it actually means to go from a $2,000-an-hour attorney to an overworked public defender in a capital-eligible case.The money is there. The question is whether Nick can ever touch it.#NickReiner #RobReiner #MicheleReiner #TrueCrimeToday #SlayerStatute #InsanityDefense #Parricide #TrueCrime #MurderCase #CriminalDefenseJoin Our SubStack For AD-FREE ADVANCE EPISDOES & 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

    Hidden Killers With Tony Brueski | True Crime News & Commentary
    $200 Million Exposed: Is There a Legal Loophole That Lets Nick Reiner Inherit? | HK Live

    Hidden Killers With Tony Brueski | True Crime News & Commentary

    Play Episode Listen Later Jan 10, 2026 15:49


    Nick Reiner is broke. Unemployed. Sitting in jail charged with double murder. His parents — Rob Reiner and Michele Singer Reiner — left behind an estate worth $200 million. And under California law, there may be a way he could still get his hands on it.Wait, what?The slayer statute is supposed to prevent killers from inheriting from their victims. But it only applies to "felonious and intentional" killings. What happens if Nick is found Not Guilty by Reason of Insanity? What if a jury decides he couldn't form intent? Does the statute still apply?Estate lawyers say this is largely untested territory. And it raises an uncomfortable question: Was the insanity defense always about more than just avoiding prison?In this episode, we examine the legal mechanics that could allow Nick Reiner to challenge for his inheritance even after being charged with his parents' murders. We break down why the family reportedly hired a $2,000-an-hour attorney — then stopped paying. And we explain what it means that Nick is now represented by a public defender who had 24 hours to prepare for this case.The Reiner fortune is sitting there. The question is whether Nick has any path to it. The answer might surprise you.#NickReiner #RobReiner #ReinerCase #SlayerStatute #TrueCrime #InsanityDefense #CaliforniaLaw #Parricide #MurderTrial #HKLiveJoin Our SubStack For AD-FREE ADVANCE EPISDOES & 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/id1705422872

    Tales From The Estate
    Tales From The Estate Episode 217 - Powdered Sugar Sausages

    Tales From The Estate

    Play Episode Listen Later Jan 10, 2026 62:13


    We are back for 2026 wrapping up the holiday season, battling over resolutions in the category game, and talking the Browns firing another coach. Kaitlyn has a new random fact and then we discuss our Top 5 favorite card games of all time and give thanks to all of our friends and podcast buddies.

    Colleen & Bradley
    01/09 Fri Hr 2: Wanna buy Alec Baldwin's Hamptons estate?

    Colleen & Bradley

    Play Episode Listen Later Jan 9, 2026 39:34


    Stormer takes us mansion shopping with Alec and Hilaria Baldwin. Tom Cruise filmed a scene in the new Star Wars movie. We try honey butter almonds from South Korea during Food Porn Friday. We round out the hour talking about hobbies that make people kinder. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Estate Planning Daily
    Estate Planning Demystified

    Estate Planning Daily

    Play Episode Listen Later Jan 9, 2026 6:23


    Estate planning demystified

    Influential Entrepreneurs with Mike Saunders, MBA
    Interview with Greg DuPont, Founder of Advocate Wealth Solutions Discussing Coordinating Financial, Tax, and Estate Decisions

    Influential Entrepreneurs with Mike Saunders, MBA

    Play Episode Listen Later Jan 8, 2026 28:18


    Greg DuPont is an estate planning attorney, comprehensive financial advisor, and entrepreneur dedicated to helping families protect what matters most—while making confident, informed decisions about their future.As the founder of DuPont Law Group and a leader behind The Wealth Solutions Network and Advocate Wealth Solutions, Greg works with individuals and families who want more than documents or disconnected financial advice. His work focuses on clarity, protection, and long-term stewardship—helping clients reduce financial loss, avoid unnecessary conflict, and align their wealth with the lives they actually want to live.Greg is known for taking complex legal and financial topics and translating them into clear, practical guidance. His approach is intentionally different: instead of selling products or pushing pre-packaged solutions, he leads with education, diagnosis, and trust. Clients often describe him as calm, strategic, and deeply invested in helping them think clearly before acting.Over the course of his career, Greg has advised thousands of families on estate planning, wealth protection, retirement strategy, and legacy design. His work emphasizes proactive planning—addressing risks before they become crises—and helping clients make decisions today that still make sense decades from now.At the center of Greg's philosophy is a simple belief: good planning isn't about money—it's about people, responsibility, and peace of mind. Whether working with young families, business owners, or retirees, his goal is the same: to replace uncertainty with confidence and help families move forward with intention.Greg lives and works by a mission to impact one million families by protecting legacies, reducing avoidable financial loss, and elevating the way people experience planning. When he's not working with clients or building new initiatives, he is focused on teaching, mentoring advisors, and creating systems that make high-quality planning more accessible and human.Learn more: https://www.advocatewealthsolutions.com/The information provided by Greg DuPont is intended for general informational and educational purposes only and does not constitute legal, tax, investment, or financial advice. Nothing discussed should be relied upon as a substitute for individualized advice from qualified legal, tax, or financial professionals. All planning strategies and concepts are general in nature and may not be suitable for every individual or situation.Any references to financial strategies, investments, or planning concepts are not intended as a recommendation, solicitation, or offer to buy or sell any securities or financial products. Advisory services are offered only pursuant to an advisory agreement and where permitted by law. Past performance is not indicative of future results.Participation in this content does not create an attorney-client or advisor-client relationship. Outcomes depend on individual circumstances, applicable laws, and market conditions, which are subject to change.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-greg-dupont-founder-of-advocate-wealth-solutions-discussing-coordinating-financial-tax-and-estate-decisions

    Business Innovators Radio
    Interview with Greg DuPont, Founder of Advocate Wealth Solutions Discussing Coordinating Financial, Tax, and Estate Decisions

    Business Innovators Radio

    Play Episode Listen Later Jan 8, 2026 28:18


    Greg DuPont is an estate planning attorney, comprehensive financial advisor, and entrepreneur dedicated to helping families protect what matters most—while making confident, informed decisions about their future.As the founder of DuPont Law Group and a leader behind The Wealth Solutions Network and Advocate Wealth Solutions, Greg works with individuals and families who want more than documents or disconnected financial advice. His work focuses on clarity, protection, and long-term stewardship—helping clients reduce financial loss, avoid unnecessary conflict, and align their wealth with the lives they actually want to live.Greg is known for taking complex legal and financial topics and translating them into clear, practical guidance. His approach is intentionally different: instead of selling products or pushing pre-packaged solutions, he leads with education, diagnosis, and trust. Clients often describe him as calm, strategic, and deeply invested in helping them think clearly before acting.Over the course of his career, Greg has advised thousands of families on estate planning, wealth protection, retirement strategy, and legacy design. His work emphasizes proactive planning—addressing risks before they become crises—and helping clients make decisions today that still make sense decades from now.At the center of Greg's philosophy is a simple belief: good planning isn't about money—it's about people, responsibility, and peace of mind. Whether working with young families, business owners, or retirees, his goal is the same: to replace uncertainty with confidence and help families move forward with intention.Greg lives and works by a mission to impact one million families by protecting legacies, reducing avoidable financial loss, and elevating the way people experience planning. When he's not working with clients or building new initiatives, he is focused on teaching, mentoring advisors, and creating systems that make high-quality planning more accessible and human.Learn more: https://www.advocatewealthsolutions.com/The information provided by Greg DuPont is intended for general informational and educational purposes only and does not constitute legal, tax, investment, or financial advice. Nothing discussed should be relied upon as a substitute for individualized advice from qualified legal, tax, or financial professionals. All planning strategies and concepts are general in nature and may not be suitable for every individual or situation.Any references to financial strategies, investments, or planning concepts are not intended as a recommendation, solicitation, or offer to buy or sell any securities or financial products. Advisory services are offered only pursuant to an advisory agreement and where permitted by law. Past performance is not indicative of future results.Participation in this content does not create an attorney-client or advisor-client relationship. Outcomes depend on individual circumstances, applicable laws, and market conditions, which are subject to change.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-greg-dupont-founder-of-advocate-wealth-solutions-discussing-coordinating-financial-tax-and-estate-decisions

    Estate Planning Daily
    When Do Estate Plans Get Too Old?

    Estate Planning Daily

    Play Episode Listen Later Jan 8, 2026 0:39


    When do estate plans get too old

    Hidden Killers With Tony Brueski | True Crime News & Commentary
    Nick Reiner Off Suicide Watch Before Arraignment — Parents' Estate Funding His Defense Attorney

    Hidden Killers With Tony Brueski | True Crime News & Commentary

    Play Episode Listen Later Jan 7, 2026 35:08


    Breaking developments in the Nick Reiner case. The 32-year-old charged with murdering Rob and Michele Reiner has been removed from suicide watch at Twin Towers Correctional Facility, just one day before his scheduled arraignment. He remains in high-observation housing but is no longer considered at risk of self-harm. Meanwhile, questions mount about who is paying for his high-profile defense attorney Alan Jackson.Sources close to the Reiner family tell multiple outlets that estate money is funding Jackson's representation. Jackson reportedly charges upward of $2,000 per hour and his past cases have run into the millions. Karen Read's defense cost an estimated $5-6 million. Nick Reiner has no known employment history and was living rent-free in his parents' guest house while receiving a $10,000 monthly allowance at the time of the killings.The Reiner estate is valued at approximately $200 million, built from Rob's legendary career directing films like When Harry Met Sally, The Princess Bride, and A Few Good Men, plus Castle Rock Entertainment residuals from Seinfeld and The Shawshank Redemption. Under California's Slayer Statute, Nick cannot inherit if convicted. But relatives can still use estate funds for legal defense — which is exactly what sources say is happening.Nick is expected to enter a plea tomorrow on two counts of first-degree murder with special circumstances. The defense appears to be building toward a mental health argument. Nick was reportedly diagnosed with schizophrenia and his medication was changed weeks before the killings.#NickReiner #RobReiner #AlanJackson #ReinerArraignment #TrueCrime #HiddenKillers #MicheleReiner #BrentwoodMurder #SuicideWatch #MurderTrialJoin Our SubStack For AD-FREE ADVANCE EPISDOES & 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/id1705422872

    The Epstein Chronicles
    The Many Disturbing Allegations Filed Against Epstein's Estate

    The Epstein Chronicles

    Play Episode Listen Later Jan 7, 2026 12:12 Transcription Available


    The allegations made against Jeffrey Epstein's estate are disturbing not only for their substance but for what they reveal about the scale and persistence of harm long after Epstein's death. Multiple survivors allege that the estate represents assets accumulated through systematic sexual exploitation of minors, and that those assets are inseparable from the crimes themselves. According to these claims, Epstein's wealth was not incidental background noise to the abuse but a central mechanism that enabled it—funding travel, properties, recruitment pipelines, and silence. The estate, in this framing, becomes a lingering extension of the original wrongdoing: a financial structure built on exploitation that continues to exist even though its architect is gone.What makes the allegations especially troubling is the assertion that the estate has fought aggressively to limit accountability, narrow liability, and minimize survivor compensation, despite the overwhelming evidence of Epstein's conduct. Survivors argue that this posture effectively retraumatizes victims by forcing them to relitigate their abuse in financial terms, pitting human harm against balance sheets and legal maneuvering. The disturbing core of these allegations is not simply that horrific crimes occurred, but that the wealth derived from those crimes remains protected, litigated over, and treated as legitimate property. In that sense, the case against Epstein's estate is not just about past abuse—it is about whether a system allows profits from exploitation to outlive the victims' suffering and escape full moral and legal reckoning.to contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

    Radio Law Talk
    HR2 CONC: Nick Reiner May Not Receive Estate Money; Tyler Skaggs Settles Lawsuit; Riley Keough Alleged Mother of John Travolta's Son

    Radio Law Talk

    Play Episode Listen Later Jan 7, 2026 56:28


    Visit: RadioLawTalk.com for information & full episodes! Follow us on Facebook: bit.ly/RLTFacebook Follow us on Twitter: bit.ly/RLTTwitter Follow us on Instagram: bit.ly/RLTInstagram Subscribe to our YouTube channel: www.youtube.com/channel/UC3Owf1BEB-klmtD_92-uqzg Your Radio Law Talk hosts are exceptional attorneys and love what they do! They take breaks from their day jobs and make time for Radio Law Talk so that the rest of the country can enjoy the law like they do. Follow Radio Law Talk on Youtube, Facebook, Twitter & Instagram!

    BizNinja Entrepreneur Radio
    The Power of Clarity in Business and Life

    BizNinja Entrepreneur Radio

    Play Episode Listen Later Jan 6, 2026 29:22


    What if success isn't about chasing the next exit, but about finally knowing what's enough?In this Season 16 episode of BizNinja Entrepreneur Radio, Tyler Jorgenson sits down with entrepreneur Jermaine Ee, founder of HeirLight, for a powerful conversation about clarity, legacy, and building businesses that truly matter.Jermaine Ee's entrepreneurial instincts showed up early — from selling custom mixtapes in school to pioneering YouTube product placement years before influencer marketing became mainstream. Since then, he's built and worked across industries including toys, media, politics, and technology.But his most meaningful work came from a personal realization: his parents didn't lack money — they lacked clarity. That insight led Jermaine to create HeirLight, an AI-powered estate planning platform designed to remove fear, shame, and confusion from conversations about assets, legacy, and life planning.Together, Tyler and Jermaine unpack what it means to design your life intentionally, why not every business should raise venture capital, and how self-awareness is often the missing ingredient in entrepreneurship. Key TakeawaysHow early entrepreneurial instincts often show up before “real” businessesWhy most people delay estate planning — and how AI can change thatThe difference between chasing hype and building with purposeWhen to bootstrap vs. when to raise capitalWhy building the right team matters more than doing everything yourselfThe realities of building a business with familyHow to use AI as a tool without losing your humanityWhy clarity may be the most underrated entrepreneurial advantageChapters00:00 Welcome to BizNinja & meeting Jermaine Ee01:00 Selling mixtapes and early signs of entrepreneurship02:30 Discovering YouTube marketing before it was mainstream04:00 Being “forced” into entrepreneurship05:00 Why HeirLight was built07:00 Estate planning, shame, and the messy middle09:00 Legal, design, and scaling challenges10:30 Applying B2B lessons to a consumer startup12:30 Bootstrapping vs. raising capital14:30 Choosing which ideas deserve your focus16:30 Family, failure, and resilience18:30 Building a business with his mother20:30 Working with family without damaging relationships22:00 AI as a productivity tool, not a replacement for humanity25:00 Self-awareness and whose opinions matter26:30 “Clarity is love in practical form”27:30 Redefining success and legacy

    Retire With Style
    Episode 210: Navigating Tax Changes for 2026

    Retire With Style

    Play Episode Listen Later Jan 6, 2026 38:51


    In this episode of Retire with Style, Alex and Wade break down the key tax changes coming in 2026, including the return of standard ACA subsidies, the extension of current tax rates, and updates to standard deductions. They cover inflation-related adjustments, itemized deductions, charitable giving rules, estate tax exemptions, and what the alternative minimum tax means for retirees. The conversation also explores the new Trump accounts launching in July 2026 and wraps up with a lighthearted discussion on New Year's resolutions. Listen now to learn more!   Takeaways The ACA subsidies are reverting to pre-2021 levels in 2026. Tax rates remain unchanged from previous years, providing stability. Standard deductions continue to be higher, affecting itemization rates. Inflation adjustments will impact the thresholds for tax brackets. Charitable contributions now have a deduction floor based on AGI. Estate tax exemptions are increasing significantly for 2026. The alternative minimum tax may affect more high-income earners. 529 plans have expanded eligible expenses for education. Trump accounts will allow contributions for minors starting in July 2026. New Year's resolutions can be a time for reflection and planning.   Chapters 00:00 Welcome to 2026: New Beginnings 02:13 Affordable Care Act Changes 07:25 Tax Rates and Standard Deductions 09:16 Inflation Adjustments and Tax Planning 11:34 Itemized Deductions and Charitable Contributions 20:32 Estate Tax Exemptions and Business Income 24:44 Alternative Minimum Tax and 529 Plans 28:19 Trump Accounts and Future Planning 29:42 New Year Reflections and Resolutions   Links Explore the New RetireWithStyle.com! We've launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there's something you've been wondering about retirement, we want to hear it! This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips

    Talk Law Radio Podcast
    Exit Planning, Gift Card Fraud, & Senate Bill 2420 with Shannon Salmon-Haas

    Talk Law Radio Podcast

    Play Episode Listen Later Jan 3, 2026 51:59


    In this episode of Talk Law Radio, host Todd Marquardt brings together trusted voices in finance, law, and public service to help listeners uncover hidden legal and financial blind spots—and start the new year with clarity and confidence.

    The Weekly Wealth Podcast
    Ep 249: 25 reflections on 2025

    The Weekly Wealth Podcast

    Play Episode Listen Later Jan 2, 2026 21:24 Transcription Available


    Welcome to the first episode of 2026.In this episode of The Weekly Wealth Podcast, Certified Financial Planner™ David Chudyk shares 25 powerful lessons from 2025—lessons learned from working closely with business owners, high earners, and high‑net‑worth families.These lessons span three critical areas:• Business ownership & leadership• Personal finance & investing• Life, health, and perspectiveThis episode is designed to help you think better, behave better, and ultimately make better financial decisions in 2026 and beyond.SECTION 1: 8 LESSONS FOR BUSINESS OWNERS1. Profit is not a dirty word—it's the purpose of business.2. Your business should survive if you disappear for 30 days.3. Complexity is the enemy of scale.4. Growth requires daily discomfort.5. Many businesses underprice their value.6. You can't be everything to everyone—find your niche.7. Core values should be written, shared, and lived.8. Learn to say: “That's not my job anymore.”SECTION 2: 9 PERSONAL FINANCE & INVESTING LESSONS• Many millionaires don't look wealthy.• Financial margin matters.• Wealth is built through boring consistency.• Concentration can create wealth; diversification preserves it.• Know what you own, why you own it, and when you'll sell.• Risk management matters more than chasing returns.• Roth vs pre‑tax decisions matter.• Tax preparation is not tax planning.• Estate planning can't wait.SECTION 3: 8 LIFE LESSONS• Be a decent person.• Let go of what you can't control.• Calories add up—health matters.• Find an exercise plan you'll stick with.• Surround yourself with great people.• Avoid patterns that keep people stuck.• Choose empathy over judgment.• Faith, gratitude, and perspective matter.BONUS SEGMENTFocus on activities, not outcomes.You control the activity. Results take care of themselves.CALL TO ACTIONBook your 10‑Minute Wealth Vision Call:https://weeklywealthpodcast.com/visionDISCLAIMERThe information contained herein is for informational purposes only and should not be construed as an offer to buy or sell any security. Past performance is not indicative of future results.

    The Epstein Chronicles
    Jeffrey Epstein's Estate Gives Congress More Documents

    The Epstein Chronicles

    Play Episode Listen Later Jan 2, 2026 14:30 Transcription Available


    The House Oversight Committee has received hundreds of pages of new material from Jeffrey Epstein's estate following congressional subpoenas. These include Epstein's will, the infamous 2008 non-prosecution agreement, entries from his longtime address book, and a heavily redacted “birthday book” that Ghislaine Maxwell compiled for Epstein's 50th birthday in 2003. The book contained messages, photos, and drawings from associates, sparking scrutiny because of one note signed “Donald” alongside a crude sketch, which Democrats say points to Donald Trump. Trump has flatly denied it, calling the note fake and politically motivated.The estate said it redacted names and identifying details of minors and private individuals to protect victims. It also emphasized it does not possess a so-called “client list” of people involved in Epstein's sex-trafficking crimes, despite years of speculation. The handover reflects growing congressional pressure, led by Rep. James Comer and the House Oversight Committee, to uncover what Epstein's records reveal about his finances, associates, and possible political connections.to contact me:bobbycapucci@protonmail.comsource:Jeffrey Epstein estate turns over more documents to House committeeBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

    Inspired... with Simon Guillebaud
    Office or Estate | Daphne Clifton

    Inspired... with Simon Guillebaud

    Play Episode Listen Later Jan 1, 2026 55:35


    After some years living with trauma and off the rails, Daphne was divorced and raising her young son. Reconnecting with God transformed her inwardly and outwardly - from bringing God into the workplace, sharing Jesus at New Age events, or working with troubled kids on her local estate - Daphne has never shied away from a challenge. She spent 25 years as a senior leader in media sales and marketing, is now a business coach, ordained self-supporting Vicar and LICC speaker. Her zest for life and for Jesus is infectious and will encourage you in whatever calling you have - no matter how 'ordinary' it may feel.Check out Daphne's website: www.daphneclifton.com---

    Beyond The Horizon
    The USVI Settles It's CICO Suit With The Epstein Estate

    Beyond The Horizon

    Play Episode Listen Later Dec 31, 2025 11:07 Transcription Available


    The U.S. Virgin Islands formally ended its civil racketeering (CICO) lawsuit against Jeffrey Epstein's estate in late 2022 after reaching a $105 million settlement, marking the close of one of the most aggressive legal efforts to hold his operation accountable. The lawsuit had accused Epstein's estate of operating a criminal enterprise under the federal RICO framework—alleging that his private island, Little St. James, was used as a hub for sex trafficking, coercion, and the movement of victims across international lines. The territory's Attorney General's Office argued that Epstein's vast web of shell companies and real estate holdings were tools to facilitate and conceal illegal activity, effectively turning the U.S. Virgin Islands into the epicenter of his trafficking operation. By ending the case, the territory secured both financial restitution and the right to pursue claims against co-conspirators and associated entities.While the settlement concluded the direct case against the Epstein estate, it left open the possibility of continued investigations into those who helped enable his crimes within the islands' jurisdiction. The deal required the estate to sell Epstein's island properties and distribute funds to survivors, with part of the proceeds going to local anti-trafficking initiatives. In public statements, the U.S. Virgin Islands government characterized the resolution as a “victory for justice,” though critics noted that it avoided full discovery and depositions that might have exposed more about Epstein's powerful network. The case's conclusion symbolized a pragmatic end to litigation—but also reinforced a lingering frustration: even in death, Epstein managed to settle before the full truth ever reached open court.to contact me:bobbycapucci@protonmail.com

    PRIMERO YO
    Ep 13. Por qué estamos tan desconectadas del cuerpo

    PRIMERO YO

    Play Episode Listen Later Dec 30, 2025 42:25


    Estate atenta porque pronto tendremos el taller de Reconócete: Las 5 señales de que el ciclo te está hablando, disponibleMe encantará leerteSupport the showÚnete a la Comunidad Primero Yo: Instagram: https://www.instagram.com/primeroyo.life/?hl=es Youtube: https://www.youtube.com/watch?v=MC8x_SdMTL4&ab_channel=PrimeroYo Mi web: www.primeroyo.life

    The Money Advantage Podcast
    How Much Do I Need to Retire? Rethinking the Number, the Risk, and the Cash Flow

    The Money Advantage Podcast

    Play Episode Listen Later Dec 29, 2025 42:55


    The Couple With $8.5 Million… and One Salad “Bruce, I'm afraid we're going to run out of money.” He had over $8.5 million across different accounts. They were in their early 70s. On paper, they were far ahead of where most people ever get. https://www.youtube.com/live/L4phmdaJydw But his fear was so real that when they went out to dinner, his wife shared a salad instead of ordering her own—because he was afraid they “couldn't afford” it. This is what we see over and over again. People obsess over the question “how much do I need to retire?”They chase a number.They hit that number—or get close to it.And still feel anxious, fragile, and uncertain. The problem isn't just the money.The problem is the model. The Couple With $8.5 Million… and One SaladWhy “How Much Do I Need to Retire?” Is the Wrong First QuestionHow Much Do I Need to Retire? Why That Question Is MisleadingRetirement Cash Flow vs Nest Egg: What You Really NeedSequence of Return Risk in Retirement: Why Timing Matters More Than AveragesBuilding a Retirement Buffer Account to Protect Your PortfolioHow a buffer account protects your retirement portfolio:The LIFE Acronym for Retirement Planning: Liquid, Income, Flexible, EstateProblems With Traditional Retirement Planning and the 4 Percent RuleRedefining Retirement: Gradual Retirement vs Traditional “Out of Service”Cash-Flowing Assets and Alternative Investments for Retirement Cash FlowUsing Whole Life Insurance in Retirement for Guarantees and FlexibilityHow Much Do I Need to Retire? Rethinking the Real QuestionListen to the Full Episode on How Much Do I Need to RetireBook A Strategy CallFAQ: How Much Do I Need to Retire?How much do I need to retire comfortably?How do I know if I have enough to retire?What is sequence of return risk in retirement?What is a retirement buffer account?Is whole life insurance good for retirement income?How can I create guaranteed income in retirement without a pension?How much income do I need in retirement each month?How can my retirement plan serve future generations? Why “How Much Do I Need to Retire?” Is the Wrong First Question If you've ever typed how much do I need to retire or how much money do I need to retire into Google, you're not alone. The financial industry has trained us to believe that the right “number” equals security. But that question is incomplete. It ignores: How long you'll live How much you'll actually spend How many emergencies will show up What taxes and inflation will do What sequence of returns your investments will experience In this article, Bruce and I will help you: Understand why “how much do I need to retire” is the wrong question to start with See the difference between retirement cash flow vs nest egg Grasp sequence of return risk in retirement with simple examples Learn how a retirement buffer account can protect you Use the LIFE acronym for retirement planning (Liquid, Income, Flexible, Estate) Explore cash flowing assets, alternative investments, and whole life insurance in retirement Rethink retirement itself—from an “out of service” event to a purposeful, gradual transition My goal is to empower you to take control of your financial life with clarity, not fear. How Much Do I Need to Retire? Why That Question Is Misleading The classic commercial asked, “What's your number?” People walked around carrying a big orange figure that supposedly represented what they needed to retire. Here's the problem: That number assumes: A set rate of return A set withdrawal rate No major disruptions And that you won't touch your principal But real life is not a straight-line projection. When you ask how much do I need to retire, you're usually really asking: “How can I have enough cash flow for as long as I'm alive, without living in fear?” The issue is not just how much you have—it's how that wealth behaves under stress and how it converts into dependable income. Retirement Cash Flow vs Nest Egg: What You Really Need Traditional planning focuses on accumulation: “If I can just get to $X million, I'll be fine.” But what you actually live on is cash flow, not the size of your account statement. You need to know: How much income do I need in retirement each month? Which part of that income is guaranteed and which part is variable How that income will behave if markets drop or inflation spikes If you have $2 million but no idea how to turn that into reliable, sustainable cash flow, you will feel fragile. If you have a mix of guaranteed income in retirement plus flexible cash flowing assets, even a smaller nest egg can feel much more secure. The question isn't just how much money do I need to retire, but how do I design cash flow that will last? Sequence of Return Risk in Retirement: Why Timing Matters More Than Averages The industry loves to tell you that “the market averages 10% over time.” That's nice trivia—but it's not how your life works. If you're accumulating, you can ride out the ups and downs.If you're retired and pulling money out, the sequence of returns can make or break you. Here's a simple illustration: Start with $100,000 Year 1: -20% → now you have $80,000 Year 2: +20% → now you have $96,000 The average return is 0% (-20 + 20 / 2).But your actual money is down $4,000. Now imagine that on top of the losses, you're pulling out 4–6% per year to live. Suddenly, the portfolio has to recover the market loss and everything you withdrew. That's sequence of return risk explained with examples—and why relying solely on averages is dangerous. Building a Retirement Buffer Account to Protect Your Portfolio One of the most powerful ways to address sequence of return risk in retirement is using a retirement buffer account. The idea is simple: When markets are down, you do not take distributions from your volatile assets. Instead, you live off a separate, safe buffer of liquid capital. This buffer could be: Cash in the bank CDs or other stable vehicles Cash value in a well-designed whole life insurance policy How a buffer account protects your retirement portfolio: It gives your market-based assets time to recover It reduces the risk of selling low during downturns It lowers emotional stress when headlines scream “market crash” You're no longer forced to sell when everything is on sale. The LIFE Acronym for Retirement Planning: Liquid, Income, Flexible, Estate To make this practical, we often walk clients through the LIFE acronym for retirement planning: L – LiquidHow much “15-minute money” do you need to feel comfortable? This is money you can access quickly for emergencies or peace of mind—not dependent on your cash flow plan. I – IncomeHow much income do you need each month? How much of that would you like guaranteed? This is where retirement income planning really happens. F – FlexibleThis is liquid money that's not earmarked for emergencies or core living expenses. It's for things like trips, special projects, and helping kids or grandkids. It's the “I can do this without stress” bucket. E – EstateHow much do you want to leave behind, and in what form? This is where how to make your retirement plan serve future generations becomes part of the design. A well-designed mix of cash, whole life insurance, and other assets can touch every part of LIFE: Liquid, Income, Flexible, and Estate. Problems With Traditional Retirement Planning and the 4 Percent Rule Traditional planning often rests on: A withdrawal rule (4% or 5%) Market-based portfolios Historical averages and Monte Carlo simulations But as Bruce mentioned: A 100-year average doesn't matter if you're retired for 20 years Inflation erodes real purchasing power Market volatility plus withdrawals increase fragility Focusing only on accumulation creates emotional anxiety This is why cash flow vs accumulation in retirement planning is such an important shift. When you're not dependent on markets going up every year just so you can eat, your whole experience of retirement changes. Redefining Retirement: Gradual Retirement vs Traditional “Out of Service” Nelson Nash used to remind us: Retirement, by definition, means “taken out of service.” Most of us don't want to be taken out of service; we want to stay useful, engaged, and purposeful. Instead of a hard stop at 65, consider redefining retirement as a gradual retirement vs traditional retirement: Negotiating part-time work or consulting Reducing hours instead of walking away completely Staying in the game mentally, physically, and relationally We've seen engineers move to 10 hours a week, seasoned professionals mentor younger staff, and business owners step back from daily operations while still contributing. Purposeful work, even part-time, can: Supplement your retirement income Reduce pressure on your portfolio Keep you sharp and connected Retirement doesn't have to mean being benched. Cash-Flowing Assets and Alternative Investments for Retirement Cash Flow Another powerful way to support retirement is shifting some focus from growth-only assets to cash flowing assets for retirement. Examples include: Dividend-paying stocks Real estate (direct ownership or funds) Private lending Certain alternative investments for retirement For accredited investors, there are a variety of alternative investments for retirement cash flow: Multifamily apartment funds Industrial and distribution center funds Certain energy or infrastructure programs Technology and telecom infrastructure (like tower or data assets) These are not guaranteed and require careful due diligence, but they're often backed by real underlying assets and designed with yield in mind.

    Beyond The Horizon
    The USVI Settles It's CICO Suit With The Epstein Estate

    Beyond The Horizon

    Play Episode Listen Later Dec 26, 2025 11:07 Transcription Available


    The U.S. Virgin Islands formally ended its civil racketeering (CICO) lawsuit against Jeffrey Epstein's estate in late 2022 after reaching a $105 million settlement, marking the close of one of the most aggressive legal efforts to hold his operation accountable. The lawsuit had accused Epstein's estate of operating a criminal enterprise under the federal RICO framework—alleging that his private island, Little St. James, was used as a hub for sex trafficking, coercion, and the movement of victims across international lines. The territory's Attorney General's Office argued that Epstein's vast web of shell companies and real estate holdings were tools to facilitate and conceal illegal activity, effectively turning the U.S. Virgin Islands into the epicenter of his trafficking operation. By ending the case, the territory secured both financial restitution and the right to pursue claims against co-conspirators and associated entities.While the settlement concluded the direct case against the Epstein estate, it left open the possibility of continued investigations into those who helped enable his crimes within the islands' jurisdiction. The deal required the estate to sell Epstein's island properties and distribute funds to survivors, with part of the proceeds going to local anti-trafficking initiatives. In public statements, the U.S. Virgin Islands government characterized the resolution as a “victory for justice,” though critics noted that it avoided full discovery and depositions that might have exposed more about Epstein's powerful network. The case's conclusion symbolized a pragmatic end to litigation—but also reinforced a lingering frustration: even in death, Epstein managed to settle before the full truth ever reached open court.to contact me:bobbycapucci@protonmail.comThe U.S. Virgin Islands formally ended its civil racketeering (CICO) lawsuit against Jeffrey Epstein's estate in late 2022 after reaching a $105 million settlement, marking the close of one of the most aggressive legal efforts to hold his operation accountable. The lawsuit had accused Epstein's estate of operating a criminal enterprise under the federal RICO framework—alleging that his private island, Little St. James, was used as a hub for sex trafficking, coercion, and the movement of victims across international lines. The territory's Attorney General's Office argued that Epstein's vast web of shell companies and real estate holdings were tools to facilitate and conceal illegal activity, effectively turning the U.S. Virgin Islands into the epicenter of his trafficking operation. By ending the case, the territory secured both financial restitution and the right to pursue claims against co-conspirators and associated entities.While the settlement concluded the direct case against the Epstein estate, it left open the possibility of continued investigations into those who helped enable his crimes within the islands' jurisdiction. The deal required the estate to sell Epstein's island properties and distribute funds to survivors, with part of the proceeds going to local anti-trafficking initiatives. In public statements, the U.S. Virgin Islands government characterized the resolution as a “victory for justice,” though critics noted that it avoided full discovery and depositions that might have exposed more about Epstein's powerful network. The case's conclusion symbolized a pragmatic end to litigation—but also reinforced a lingering frustration: even in death, Epstein managed to settle before the full truth ever reached open court.to contact me:bobbycapucci@protonmail.com

    Optimal Finance Daily
    3399: Estate Planning 101 by Jesse Cramer of Best Interest on Planning Future Assets

    Optimal Finance Daily

    Play Episode Listen Later Dec 25, 2025 9:48


    Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3399: Jesse Cramer breaks down the essentials of estate planning with clarity and a touch of humor, demystifying a topic many avoid until it's too late. Learn how to protect your loved ones, reduce tax burdens, and ensure your assets are handled exactly the way you want, no matter your age or life stage. Read along with the original article(s) here: https://bestinterest.blog/estate-planning-101/ Quotes to ponder: “Estate planning is almost always done with an attorney. CFP financial planners are frequently involved, too.” “Why set up a trust? It might be to ensure your wishes are followed post-death. Or to reduce tax burden.” “Keep the documents safe! Store a copy of your estate plan in a safe place.” Learn more about your ad choices. Visit megaphone.fm/adchoices

    The John Batchelor Show
    S8 Ep225: THE UNRAVELING OF THE STRONG MARRIAGE Colleague Barbara Weisberg. Weisberg details the unraveling of the Strong marriage as Mary grows restless at the Waverly estate. Amidst the onset of the Civil War, Mary begins an affair with Peter's brother

    The John Batchelor Show

    Play Episode Listen Later Dec 22, 2025 6:57


     THE UNRAVELING OF THE STRONG MARRIAGE Colleague Barbara Weisberg. Weisberg details the unraveling of the Strong marriage as Mary grows restless at the Waverly estate. Amidst the onset of the Civil War, Mary begins an affair with Peter's brother, Edward, who is grieving his own wife. The segment ends tragically with the death of Mary's young daughter. NUMBER 6

    Talking Real Money
    Money Suckers

    Talking Real Money

    Play Episode Listen Later Dec 22, 2025 33:58


    Streaming was supposed to save us money. Instead, it quietly rebuilt cable… with better branding and worse self-control. Don and Tom trace the journey from rabbit-ear TV to today's subscription sprawl, where “it's only $14 a month” quietly becomes hundreds per year. They break down why streaming costs have exploded faster than inflation, how duplication and inertia drain wallets, and what actually works to fix it (bundling, pruning, and strategic binge-and-cancel). From there, the show pivots to listener questions covering smart investing for an 18-year-old, retirement withdrawal sequencing, trust and estate planning pitfalls, and why complexity is often the real enemy of good financial decisions. 0:04 Life before streaming: rabbit ears, three channels, and forced family labor 0:48 Rewatching Bewitched and realizing old TV was… not great 2:27 Cable's rise, early streaming optimism, and Netflix's cheap beginnings 3:30 Subscription creep: listing the modern streaming pileup 4:16 Streaming prices vs inflation — why this hurts more than groceries 6:43 Average household streaming costs and the real percentage increase 8:21 Duplicate subscriptions and why households overpay without realizing it 9:37 Live TV bundles, YouTube TV vs Hulu, and paying cable prices again 12:30 Binge-and-cancel as a legitimate cost-control strategy 14:02 Value judgments: paying for services you don't actually watch 15:20 Annual audits, forgotten subscriptions, and silent monthly leaks 18:17 Investing $9,000 for an 18-year-old with decades ahead 19:20 Why a Roth IRA plus one global ETF can be enough 20:53 Retirement withdrawals: taxable vs IRA confusion clarified 22:45 When wealth gets big enough that DIY stops making sense 24:00 Trusts, trustees, and why professional oversight is expensive 27:15 Estate planning as a team sport (advisor + attorney) 29:33 Why every TV character is suddenly a podcaster 30:49 Gratitude, rankings, and why the audience matters Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Grave Talks | Haunted, Paranormal & Supernatural
    The Haunting of Emery Estate, Part Two | Grave Talks CLASSIC

    The Grave Talks | Haunted, Paranormal & Supernatural

    Play Episode Listen Later Dec 21, 2025 28:40


    This is a Grave Talks CLASSIC EPISODE! What was meant to be a routine paranormal investigation quickly became something far more disturbing. In their new book, Haunting of Emery Estate, Rob Gutro and Monique Toosoon recount their investigation into one of the area's most notorious locations. What they encountered inside Emery Estate wasn't a single presence—but three distinctly different spirits, each leaving behind a very different impression. The first was a young boy, whose presence carried both sorrow and longing. The second seemed bound to an object, its energy anchored to something from the past. And then there was the third—an entity whose arrival shifted the atmosphere entirely, replacing curiosity with unease and fear. Today on The Grave Talks, we sit down with Rob and Monique to explore what unfolded during that investigation, how the experience escalated, and what it means when an investigation crosses from observation into something far more personal. Some hauntings reveal stories. Others reveal warnings. This is Part Two of our conversation. “Haunting of Emery Estate” is available on Amazon or wherever books are sold. For more information, you can visit Rob's website at robgutro.com or Monique's website, moniquetoosoon.com. #EmeryEstate #HauntedInvestigation #ParanormalBooks #TrueParanormal #GhostEncounters #HauntedPlaces #TheGraveTalks #DarkEntities #RealHauntings  Love real ghost stories? Don't just listen—join us on YouTube and be part of the largest community of real paranormal encounters anywhere. Subscribe now and never miss a chilling new story:

    The Grave Talks | Haunted, Paranormal & Supernatural
    The Haunting of Emery Estate, Part One | Grave Talks CLASSIC

    The Grave Talks | Haunted, Paranormal & Supernatural

    Play Episode Listen Later Dec 21, 2025 34:26


    This is a Grave Talks CLASSIC EPISODE! What was meant to be a routine paranormal investigation quickly became something far more disturbing. In their new book, Haunting of Emery Estate, Rob Gutro and Monique Toosoon recount their investigation into one of the area's most notorious locations. What they encountered inside Emery Estate wasn't a single presence—but three distinctly different spirits, each leaving behind a very different impression. The first was a young boy, whose presence carried both sorrow and longing. The second seemed bound to an object, its energy anchored to something from the past. And then there was the third—an entity whose arrival shifted the atmosphere entirely, replacing curiosity with unease and fear. Today on The Grave Talks, we sit down with Rob and Monique to explore what unfolded during that investigation, how the experience escalated, and what it means when an investigation crosses from observation into something far more personal. Some hauntings reveal stories. Others reveal warnings. “Haunting of Emery Estate” is available on Amazon or wherever books are sold. For more information, you can visit Rob's website at robgutro.com or Monique's website, moniquetoosoon.com. #EmeryEstate #HauntedInvestigation #ParanormalBooks #TrueParanormal #GhostEncounters #HauntedPlaces #TheGraveTalks #DarkEntities #RealHauntings  Love real ghost stories? Don't just listen—join us on YouTube and be part of the largest community of real paranormal encounters anywhere. Subscribe now and never miss a chilling new story:

    Talk Art
    Barbara Dawson (Francis Bacon Studio at Hugh Lane Gallery)

    Talk Art

    Play Episode Listen Later Dec 19, 2025 62:30


    Russell & Robert meet Barbara Dawson for a behind the scenes visit to Francis Bacon's Studio, installed in Dublin's iconic Hugh Lane Gallery. The gallery is currently closed to the public for major renovations so we thought it would be a great opportunity to bring the studio and galleries to life with this exclusive audio tour, while closed to public. A visit to Francis Bacon's Studio at Hugh Lane Gallery gives you a unique opportunity to experience the working process of one of the twentieth century's greatest artists.Born in Dublin in 1909, Bacon grew up in county Kildare. He left home at the age of sixteen and eventually settled in London where he established himself as one of the leading international artists of his generation. Bacon moved into 7 Reece Mews, London, in 1961 where he lived and worked until his death in 1992.In 1998, director Barbara Dawson secured the donation of Francis Bacon's studio from the artist's heir, John Edwards, and Brian Clarke, executor of the Estate of Francis Bacon. Her vision was to remove the entire studio including all of the items without exception, as well as the architectural features, and relocate the studio as it was, to the Hugh Lane Gallery.In the August of that year, as project manager, she assembled a team of conservators, curators, and archaeologists to carry out the move. The archaeologists made survey and elevation drawings of the small studio, mapping out the spaces and locations of all the objects, while the conservators prepared the works for travel and curators tagged and packed each of the items, including the dust. The walls, doors floor and ceiling were also removed.Follow @TheHughLane and visit: https://hughlane.ie/arts_artists/francis-bacons-studio/ Hosted on Acast. See acast.com/privacy for more information.

    The Steve Harvey Morning Show
    Financial Tip: He educates aspiring millionaires—on financial planning, wealth management, and risk mitigation strategies.

    The Steve Harvey Morning Show

    Play Episode Listen Later Dec 17, 2025 34:14 Transcription Available


    Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Mark Mascarenhas. Purpose of the Interview The interview aims to educate listeners—especially entrepreneurs, small business owners, and aspiring millionaires—on financial planning, wealth management, and risk mitigation strategies. It emphasizes the importance of discipline, clarity, and professional guidance in achieving financial success and sustaining wealth across generations. Key Takeaways Financial Planning is Foundational A written financial plan is the first step before any investment portfolio is built. Success is defined individually—financial, health, or lifestyle goals. Diversification & Risk Management Digital assets like Bitcoin should only make up 2–3% of a portfolio for high-net-worth clients with high risk tolerance. Fear and greed drive markets; advisors help clients maintain discipline. Long-Term Care & Insurance Planning for long-term care is essential, typically starting in your 50s. Term life insurance early locks in health; whole life policies provide stability and living benefits. Tax Strategy Use tax-loss harvesting, asset location strategies, and estate planning to minimize tax burdens. Estate planning focuses on transferring wealth tax-efficiently to future generations. Millionaire Mindset Millionaires are clear, disciplined, optimistic, and collaborative. 74% of millionaires work with financial advisors vs. 34% of the general population. Power of Compounding Compounding interest is the cornerstone of wealth accumulation—requires patience and discipline. Avoid lifestyle creep and impulsive spending, especially for younger millionaires and influencers. Fiduciary Responsibility Advisors act in the client’s best interest; success is mutual. Trust and transparency are critical in client-advisor relationships. Notable Quotes On Risk & Bitcoin:“You could potentially double your money, but you could also potentially lose 70% of it.” On Financial Planning:“Every dollar needs a job description.” On Millionaire Mindset:“Successful people view us as CFOs—they’re the CEOs.” On Compounding:“If you could win 72% of the time, would you play that game? Yes. That’s the stock market.” On Retirement Success:“Living the same or better lifestyle in retirement than you do today while working.” On Fiduciary Role:“We make more money when the client makes more money.” #SHMS #BEST #STRAWSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

    Strawberry Letter
    Financial Tip: He educates aspiring millionaires—on financial planning, wealth management, and risk mitigation strategies.

    Strawberry Letter

    Play Episode Listen Later Dec 17, 2025 34:14 Transcription Available


    Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Mark Mascarenhas. Purpose of the Interview The interview aims to educate listeners—especially entrepreneurs, small business owners, and aspiring millionaires—on financial planning, wealth management, and risk mitigation strategies. It emphasizes the importance of discipline, clarity, and professional guidance in achieving financial success and sustaining wealth across generations. Key Takeaways Financial Planning is Foundational A written financial plan is the first step before any investment portfolio is built. Success is defined individually—financial, health, or lifestyle goals. Diversification & Risk Management Digital assets like Bitcoin should only make up 2–3% of a portfolio for high-net-worth clients with high risk tolerance. Fear and greed drive markets; advisors help clients maintain discipline. Long-Term Care & Insurance Planning for long-term care is essential, typically starting in your 50s. Term life insurance early locks in health; whole life policies provide stability and living benefits. Tax Strategy Use tax-loss harvesting, asset location strategies, and estate planning to minimize tax burdens. Estate planning focuses on transferring wealth tax-efficiently to future generations. Millionaire Mindset Millionaires are clear, disciplined, optimistic, and collaborative. 74% of millionaires work with financial advisors vs. 34% of the general population. Power of Compounding Compounding interest is the cornerstone of wealth accumulation—requires patience and discipline. Avoid lifestyle creep and impulsive spending, especially for younger millionaires and influencers. Fiduciary Responsibility Advisors act in the client’s best interest; success is mutual. Trust and transparency are critical in client-advisor relationships. Notable Quotes On Risk & Bitcoin:“You could potentially double your money, but you could also potentially lose 70% of it.” On Financial Planning:“Every dollar needs a job description.” On Millionaire Mindset:“Successful people view us as CFOs—they’re the CEOs.” On Compounding:“If you could win 72% of the time, would you play that game? Yes. That’s the stock market.” On Retirement Success:“Living the same or better lifestyle in retirement than you do today while working.” On Fiduciary Role:“We make more money when the client makes more money.” #SHMS #BEST #STRAWSee omnystudio.com/listener for privacy information.

    Global News Podcast
    Democrats release photos of Trump from Epstein estate

    Global News Podcast

    Play Episode Listen Later Dec 13, 2025 26:31


    Republicans accuse the Democrats of playing politics with release of photos from the estate of late sex offender, Jeffrey Epstein, that feature rich and powerful people, including Donald Trump. Also: Thailand attacks what Cambodia describes as civilian facilities near their shared border; Iranian security forces use violence to detain Nobel Peace Prize winner, Narges Mohammadi; the curtain is about to come down on John Cena, one of the most celebrated wrestlers from the world of Sports Entertainment and analysis shows pop song lyrics are getting sadder. The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight.Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment.Get in touch: globalpodcast@bbc.co.uk