Podcasts about estate planner

Thinking of selling your U.S. real estate or dreaming of a future purchase? The tax implications for Canadians can be complex. Join us as James Smeaton, Tax and Estate Planner from our Financial Planning team,* breaks down everything you need to know. From smart ownership strategies to consider before you buy, to the tax consequences of selling or renting, and even estate planning considerations for your U.S. assets, learn how to confidently navigate the cross-border tax landscape and make informed decisions about your U.S. real estate ventures.Find your U.S. Entry & Exit Record here: https://i94.cbp.dhs.gov/search/history-search *Odlum Brown Financial Services Limited (OBFSL) is a wholly owned subsidiary of Odlum Brown Limited offering life insurance products as well as tax, retirement, estate and financial planning services exclusively to Odlum Brown clients. This material has been prepared for informational purposes only and is not intended to provide tax, legal, financial or other advice. Recipients of this information are expressly cautioned to seek the advice of professional advisors, as applicable, before acting on any part of the information provided herein. The information presented, while obtained from sources we believe reliable, is checked but not guaranteed against errors or omissions.

Listen in to our webinar on simplifying the estate planning process. We are joined by Suzanna Walter, an inhouse Wealth and Estate Planner, who shares her expertise on the matter.

Discover how a pilot's dream of starting an airline unexpectedly paved the way to a fulfilling career in estate planning. Meet Kevin Quinn of Legacy Counselors, who shares his remarkable journey and the invaluable lessons learned from mentors that shaped his pioneering approach. This episode promises to redefine your understanding of legacy by focusing on the human elements that transcend financial wealth. Kevin's unique strategy involves cultivating ongoing relationships with clients, ensuring their estate plans reflect evolving family dynamics and priorities. Explore the innovative "My Family, My Wealth" program, which empowers families to manage and maximize their wealth across generations. This conversation delves into the complexities of modern family definitions and the importance of flexible estate planning. Kevin offers practical insights into engaging family members in meaningful wealth discussions, ensuring the continuity of values and goals. You'll be inspired by stories of families using opportunity trusts to create significant, positive impacts, proving that legacy is about more than money—it's about nurturing potential and fostering enduring family bonds.    Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:00:05 - Kevin Quinn's Journey from Pilot to Estate Planner 00:05:17 - Introduction to "My Family, My Wealth" Program 00:07:00 - Modern Family Structures and Evolving Estate Plans 00:11:30 - Engaging Family in Wealth Discussions and Philanthropy 00:16:47 - Creating Legacy Through Family Wealth and Opportunity Trusts 00:19:30 - Kevin's Personal Journey and Expanding Legal Practice 00:21:00 - The Impact of Family Wealth on Community and Generations 00:24:00 - Kevin Quinn's Vision for Helping People Realize Their Potential 00:27:00 - Where to Find More Information About Legacy Counselors and the "My Family, My Wealth" Process 00:28:00 - Closing Remarks   Check out My Family, My Wealth Program here: https://legacycounsellors.com/my-family-my-wealth/ Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

Do you feel like you're missing the secret to balancing your real estate business with motherhood? Or like there's not enough time to do everything you need in your home and your business? Today we're talking to Taylor Johnson, a Houston, TX real estate agent and founder of The Mompreneur Paper Co. In this epsiode, we're talking: Taylor's Background Story & Experience in Real Estate Creative Childcare Solutions for Realtor Moms Balancing Motherhood & Real Estate The Mompreneur Paper Co Planner: How it started & Taylor's vision for this product Incorporating your Kids into Real Estate Activities Future Goals & Advice for New Real Estate Moms Listen in and connect with our amazing guest, Taylor Johnson, Founder of The Mompreneur Paper Co Follow The Mompreneur Paper Co & Taylor Johnson on Instagram --- Support this podcast: https://podcasters.spotify.com/pod/show/modernrealestatemama/support

Joining us today is Naim Omar, an experienced Estate Planner with 15 years of expertise, having assisted over 500 families. Passionate about educating and empowering the community on Islamic Estate Planning, Naim is also a sought-after guest speaker featured on platforms like SURIA, NJU, M3, and more. Welcome to our Podcast Bro Naim. https://naimomar.com/

In this episode, Clint visits with Zale Dowlen, a Kingdom-driven attorney, estate planner, insurance professional, and public speaker. Clint and Zale discuss some helpful estate planning tips and ideas.

LISTEN: Today we're joined by the ultimate problem solver, Dan Ihara with Keller Williams Honolulu. Dan runs The Ihara Team and has been recognized among Honolulu's Top 100 Realtors for the past 17 years. Additionally, Dan leads the KW Real Estate Planner Community where he guides agents to provide immense value to their clients, navigating everything from capital gains tax to 1031 exchanges. He inspires agents within the community to find the gap for their clients and fill it while unlocking wealth in real estate.

Deze RB Podcast gaat over de mooiste plekken van Nederland. Over zo'n 5.500 landgoederen om precies te zijn. Met daarachter oude verhalen en bijzondere families. Over het in stand houden van familiebezit, diep verankerd in de identiteit van de eigenaren. Met in het kielzog daarvan de vraag: hoe ziet dit cultureel erfgoed er over een aantal decennia uit?De overheid vindt het behoud van dit natuurschoon in Nederland belangrijk en wil voorkomen dat belastingheffing ertoe leidt dat landgoederen door splitsing en verkoop versnipperd raken. En daar kan menig RB-lid in de praktijk mee te maken krijgen! Hoe dat zit hoor je van Frederike Haan, Belastingadviseur en Estate Planner bij Stomphorst Fiscaal Raadgevers in Lunteren en (samen met Giel Stomphorst) auteur van het boek ‘Natuurschoonwet 1928 in theorie en praktijk. Landgoederen fiscaal toegepast'. In gesprek met Sylvester Schenk, directeur fiscale zaken van het RB en de vaste host van de RB Podcast.Regelmatige luisteraar van de RB Podcast? Laat ons weten wat je er van vindt én stuur ons suggesties voor nieuwe afleveringen

This week, I am joined by Richard Myers, Tax and Estate Planner at Odlum Brown Financial Services Limited, to discuss the proposed changes to the Income Tax Act and the capital gains inclusion rate. We dive into the details: how will this change affect individuals, corporations and trusts?--Follow The Financial Long Game:Website - http://odlumbrown.com/FinancialLongGameApple Podcasts - https://podcasts.apple.com/ca/podcast/the-financial-long-game/id1723891225Spotify - https://open.spotify.com/show/1rHyrg4b5Eq5EGJ8EiHksNAmazon Music - https://music.amazon.com/podcasts/f1fa0b03-e006-42b3-914a-e91e50644f43/the-financial-long-gameFollow Shelly Appleton-Benko:Website - https://www.odlumbrown.com/advisors/advisor-detail/shelly-appleton-benkoLinkedIn - https://www.linkedin.com/in/shellyappletonbenko/?originalSubdomain=caFollow Odlum Brown:Website - https://www.odlumbrown.com/X - https://twitter.com/Odlum_BrownLinkedIn - https://ca.linkedin.com/company/odlum-brown-limitedInstagram - https://www.instagram.com/odlumbrown/

On this week's show: How doing the math on your retirement can make it real. Finding the dirt in your portfolio. The pitfalls of estate planning shortcuts. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Zola Mbatha, an Admitted Attorney of the High Court of RSA, is the founder of Legacy Yezibaya, a niche consultancy that specializes in estate planning, fiduciary services as well as general legal advice. Through this consultancy Zola has been invited as a guest speaker at the Africa Financial Inclusion Summit held in Cape Town in 2024; on "Redefining your Money with Palesa", as a moderator for Old Mutual (BD Trust); she has MC'd for Esteemed Financial Services' Pension Fund Workshop; and featured in her capacity as a Fiduciary Specialist and Estate Planner for the I am Lady in Justice workshop hosted by Sister In Law amongst many other public speaking platforms. She holds an LLB Degree and is due to complete her Business Compliance course to qualify as a CPrac. We would love to hear from you, follow us on instagram @sister_in_law_ and @zoeymbatha Don't forget to subscribe to the show, and rate and review wherever you listen to the podcast :) --- Send in a voice message: https://podcasters.spotify.com/pod/show/tebello-motshwane/message

Adam Zuckerman is Founder of Buried in Work (www.BuriedinWork.com), a company focused on easing the burden of estate planning, the tasks surrounding end-of-life activities, and estate transition. He is an Eisenhower Fellow, an attorney, an MBA, and has a background that spans multiple industries, including finance, consumer package goods, clean energy, and media.Please rate us on Apple and Spotify and subscribe for free at mikeyopp.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit mikeyopp.substack.com/subscribe

Kori Whisenant is a Legacy Planning attorney and Estate Planner who focuses on helping parents with young children create a plan that protects them, their families, and creates generational wealth. And Kori is not your typical attorney… She has a degree in Psychology, which mixed with her law background makes Kori and her practice super unique and super effective. Here's where to find more:https://www.linkedin.com/in/koriwhisenantWww.kwhisenantlaw.comhttps://www.facebook.com/kwhisenantlawhttps://www.instagram.com/k.e.whisenantlaw___________________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here: https://linktr.ee/unforgetyourself

Die Steuereinnahmen sind so hoch wie nie, aber die Ampel gibt das Geld mit vollen Händen aus. Aber leider für Andere. Alles wird teurer. Bürgergeld scheint für manch einen attraktiver als zu arbeiten. Und und und........ Von der Lokomotive Europas zum Schlußlicht? Was ist los in D? Du interessierst Dich für Informationen rund um die Themen Vermögensaufbau, -sicherung, und -nachfolge?  Hör doch mal, was Holger dazu meint.......     Mit Holger‘s Podcast

Funny Tales and Effective Tactics from an Estate Planner!We had the honor today of hosting Christopher Burns, partner with Henson and Efron Law Firm. Christopher's practice primarily focuses on Estate and Tax Planning, and he advises and counsels owners of privately held companies on how best to reduce their tax liability and increase their peace of mind by orchestrating comprehensive estate planning techniques and strategies and facilitating tough conversations between owners and family members.Now that was a mouthful, so where do we start? Christopher says it all starts with a plan. Whether you currently have a plan that needs updating, or you've never had a plan, documenting your wishes and making them known alleviates more problems and conflict than you can imagine, not to mention the money saved in unnecessary taxes. If so much is at stake, then why do we resist doing it? Do you know anyone who avoids talking about death like the plague? If you have ever been involved in an estate situation where no planning had been done, you know how arduous, painful, time wasting and contentious these situations can be. Enough said; if I just described something that resonates with you, then let's vow to check it off our 2024 list as soon as possible. There are many strategies that owners can implement to avoid long and expensive probate, and paying more to the IRS than necessary. Christopher says that what works for one owner, doesn't always work for another, so it's essential that you begin the planning process well in advance of any liquidity event, especially if you live in a state like MN and plan to move your residence to a tax friendly state. As Christopher says, it's like Hotel California in MN; you can check out but it's very difficult to leave and the look back on tax saving strategies starts with a minimum of three years out. The knowledge, expertise and counsel Christopher imparts and embodies are invaluable! Contact Christopher here and Julie hereWe shared some pretty good laughs around such a dry topic! Listen to the episode hereSupport the showAre you ready for your best exit? There is no time like the present to prepare. Check out these resources offered by KeyeStrategies: Business Readiness Transition online course Free Ebook download here Purchase Poised for Exit book here

This is an encore of our most listened to episode of the past year, where we were joined by Jeff Haggerty, CFP®, CLU, Wealth & Estate Planner in our Edmonton branch. The conversation hits on a number of things we often talk to clients about when it comes to starting to plan for the inevitable. As always, per our disclosure, none of what we discuss constitutes advice in and of itself, and we are definitely not will and estate lawyers. This discussion is meant to get you thinking about some things, avoid some common mistakes, and maybe then meet with a qualified legal professional for further advice.

Was dir Notare nicht erzählen !!! Die Anregung zu dieser Podcast – Folge bekam Holger durch einen Post eines Steuerberaters. In diesem schilderte er einen Fall aus seiner Praxis. Und dieser „Spaß“ sprich Notar-Erfahrung hat seinen Mandanten mal schlappe 50 TEUR gekostet. Aber hör doch selbst…………. Hier einige Bullet Points aus dieser Folge:

Ich bin mit meinem Steuerberater und zufrieden! Was soll ich tun?  Diese Frage hat Holger dieses Jahre schon 9 mal gestellt bekommen.  Und deshalb ist das doch eine neue Podcast-Folge

Hier einige Bullet Points aus dieser Folge:  

Goldstone Financial Group (630-620-9300) in Murfreesboro has a new legacy planning service that will help you create multigenerational wealth and ensure your children's financial future. Go to https://goldstonefinancialgroup.com/ to find out more. Goldstone Financial Group 18W140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181, United States Website https://goldstonefinancialgroup.com/ Phone +1-630-620-9300 Email contactus@goldstonefinancialgroup.com

This week we're joined by Jeff Haggerty, CFP®, CLU, Wealth & Estate Planner in our Edmonton branch. The conversation hits on a number of things we often talk to clients about when it comes to starting to plan for the inevitable. As always, per our disclosure, none of what we discuss constitutes advice in and of itself, and we are definitely not will and estate lawyers. This discussion is meant to get you thinking about some things, avoid some common mistakes, and maybe then meet with a qualified legal professional for further advice.

Publisher, Estate Planner & Author-activist Dr. Rosie Milligan checks into our classroom to discuss why many Black women want to get married while many Black men do not. Before we hear from Dr. Rosie, Restaurateur & Holistic Dr. Baruch Ben-Yehudah shares some the food items we should be eating this summer. Before Dr. Baruch, Brother Sadiki Kambom will preview this weekend's Nubian Ciricles' Black Leadership Summit. Getting us started Journalist Brother Obie outlines a tribute to former Grenada PM Maurice Bishop. Text "DCnews" to 52140 For Local & Exclusive News Sent Directly To You! The Big Show starts on WOLB at 1010 AM, wolbbaltimore.com, WOL 95.9 FM & 1450 AM & woldcnews.com at 6 am ET., 5 am CT., 3 am PT., and 11 am BST. Call-In # 800 450 7876 to participate, & listen live in the DMV on 104.1hd2 FM, 93.9hd2 FM, & 102.3hd2 FM, Tune In Radio & Alexa. All shows are available for free from your favorite podcast platform. Follow us on Twitter & Instagram.See omnystudio.com/listener for privacy information.

Du interessierst Dich für Informationen rund um die Themen Vermögensaufbau, -sicherung, und -nachfolge?   Mit Holger‘s Podcast

Wenn Du jetzt denkst: "Mhh, das Thema hatten wir doch schon mal", dann liegt Du natürlich vollkommen richtig. Möglicherweise kennst Du den Film "Und täglich grüßt das Murmeltier". So kam es mir auch vor, als ich mal wieder auf meinen Podcast angesprochen worden bin.  Daher................... lege ich Teil 2 nach     Du interessierst Dich für Informationen rund um die Themen Vermögensaufbau, -sicherung, und -nachfolge?   Mit Holger‘s Podcast

Beachte DIESE 10 Tipps Hier einige Bullet Points aus dieser Folge:  

Reichtum sofort! Tipps von Finfluencern Hier einige Bullet Points aus dieser Folge:  

Ich bin Erbe. Soll ich oder soll ich nicht ? Hier einige Bullet Points aus dieser Folge:  

Ich bin Erbe. Soll ich oder soll ich nicht ?  Hier einige Bullet Points aus dieser Folge:

Kannst Du Angehörige enterben? Du hast Vermögen. Möchtest aber, dass bestimmte Personen nix bekommen. Geht das? Holger hat dazu eine neue Podcast-Folge 

Zeig mir deinen Ehevertrag !?  In Holgers Beratungsterminen kommt immer wieder das Thema Ehevertrag auf. Ein Thema, das vom Mandanten als wichtig empfunden wird, aber leider viel zu selten PROAKTIV angepackt wird. Also: Hier ist der Podcast dazu   Hier einige Bullet Points aus dieser Folge:

  Oh, wie langweilig! Vorsorgevollmacht, Testament, Notfallmappe...  - to be or not to be !!!  Hier einige Bullet Points aus dieser Folge:

Ärger und Wut -  "f…  you!"  Hier einige Bullet Points aus dieser Folge:

Du interessierst Dich für Informationen rund um die Themen Vermögensaufbau, -sicherung, und -nachfolge?   Mit Holger‘s Podcast

Du interessierst Dich für Informationen rund um die Themen Vermögensaufbau, -sicherung, und -nachfolge?   Mit Holger‘s Podcast

Warum hast Du kein Testament?  Hier einige Bullet Points aus dieser Folge:

Warum hast Du keine Notfallmappe?   Hier einige Bullet Points aus dieser Folge:  

Freue Dich auf den Drei-Teiler: Holger im Gespräch mit Dr. Dietmar Kurze. Mehr zu Dietmar gibt es hier: Dr. Dietmar Kurze, Rechtsanwalt, Fachanwalt für Erbrecht, in der Kanzlei Kärgel de Maizière & Partner, Berlin, http://kaergel.com/ Geschäftsführer des VorsorgeAnwalt e.V., einem bundesweiten Zusammenschluss von spezialisierten Rechtsanwälten, www.Vorsorgevollmacht-Anwalt.de. Testamentsvollstrecker, Referent, Autor u.a. Kommentar zum Vorsorgerecht im C.H.Beck-Verlag   Du interessierst Dich für Informationen rund um die Themen Vermögensaufbau, -sicherung, und -nachfolge?   Mit Holger‘s Podcast

Freue Dich auf den Drei-Teiler: Holger im Gespräch mit Dr. Dietmar Kurze. Mehr zu Dietmar gibt es hier: Dr. Dietmar Kurze, Rechtsanwalt, Fachanwalt für Erbrecht, in der Kanzlei Kärgel de Maizière & Partner, Berlin, http://kaergel.com/ Geschäftsführer des VorsorgeAnwalt e.V., einem bundesweiten Zusammenschluss von spezialisierten Rechtsanwälten, www.Vorsorgevollmacht-Anwalt.de. Testamentsvollstrecker, Referent, Autor u.a. Kommentar zum Vorsorgerecht im C.H.Beck-Verlag   Du interessierst Dich für Informationen rund um die Themen Vermögensaufbau, -sicherung, und -nachfolge?   Mit Holger‘s Podcast

Hey friends! Welcome back to the Ambitious Legacy Podcast! Thanks for tuning in and for helping me to stay on purpose! Today we have a very special guest with us, Mr. Marion J. Caffey. He's a writer, publisher and producer at the Apollo Theatre. He made an observation about something that we often don't think about as a society and decided to do something about it. He saw a gap in the way that we share crucial information with our loved ones especially during their latter years. In today's episode we'll be hearing about his journey to finding the problem and coming up with a solution. Thanks for tuning in and don't forget to rate and subscribe! Pick up your copy here! IG: @sabinethepurposelawyer Website: www.sabinethepurposelawyer.com Email: info@sabinethepurposelawyer.com Law Firm: www.theambitiouslegacyfirm.com Purchase a copy of my book here. --- Support this podcast: https://anchor.fm/ambitiouslegacy/support

I am passionate about helping people to live well and be remembered. I do this with holistic Estate and Retirement planning. I use both Law and Insurance products to help clients hit their goals and give them peace of mind.Learn more: https://www.zaledowlen.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-zale-dowlen-kingdom-driven-attorney-estate-planner-insurance-professional-and-public-speaker

I am passionate about helping people to live well and be remembered. I do this with holistic Estate and Retirement planning. I use both Law and Insurance products to help clients hit their goals and give them peace of mind.Learn more: https://www.zaledowlen.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-zale-dowlen-kingdom-driven-attorney-estate-planner-insurance-professional-and-public-speaker

This week on Hull on Estates, Ian Hull and Suzana Popovic-Montag return for part 2 of their conversation with Jordan Atin, Co-founder and CEO of eState Planner. The three of them continue discussing the planning steps to consider when using eState Planner and some of the document generation options available with the program.     Should you have any questions, please email us at .   To learn more about eState Planner you can contact Jordan directly at .

This week on Hull on Estates, Ian Hull and Suzana Popovic-Montag are joined by Jordan Atin, Co-founder and CEO of . In part 1 of this 2-part series, the three of them discuss the importance of data collection, the planning side, document generation, and the benefits of planning estates with eState Planner.    Should you have any questions, please email us at .   To learn more about eState Planner you can contact Jordan directly at .

Inspired by the advocacy needed later in life by her beloved grandparents, Larae Schraeder started https://www.schraederlawllc.com/ (Schraeder Law LLC), to specialize in estate planning and elder law. Larae focuses on helping clients of all ages plan for the later-in-life issues her own family faced without legal counsel. Many of us have had to move through the difficult steps of making decisions with our parents regarding housing and downsizing. A more critical situation is determining the legal steps to be taken, whether they occur before or after the passing of a family member. In this episode, we want to help you understand the important legal steps you should be discussing with family. And the ramifications should decisions not be made. There are critical times we tend to avoid, even run from. Our aging parents, grandparents, or other family members need to live safe, healthy lives. If we educate ourselves on the resources available to us, we could avoid future crises. Yet we often wait too long and a crisis occurs. Larae explains how she talks her clients through the basic legal steps like wills and a power-of-attorney. “End of life” is not the only transition we should prepare for. Sudden illness or accidents can require healthcare directives. Mental and behavioral health issues, such as Alzheimer's, can certainly change the dynamics of a family. Larae talks about the various documents that can guide them through such situations. These include wills, trusts, estates, healthcare power of attorney, power of attorney and more. It seems that the most important step a family can take is to communicate clearly with each other. These discussions can be very difficult. People are fearful of the future. Or “losing” – their home, their “things," their freedoms, or even facing death. Larae gives some advice on how family members can support each other, but make the decisions needed to secure their financial security along with safe living conditions. Individuals will make decisions and hopefully their family will be supportive. However, there are issues which may be more difficult to understand. If a will is created, does Probate Court still step-in and why? And more importantly, if there is no will or estate, what are the ramifications? There are other issues affecting older adults in our community. Those can include senior scams, elder abuse, and even age discrimination in the workplace. Although these are not areas that she normally assist, Larae has some great advice on who to contact. We would love to hear from you. Email us at hello@lookingforwardourway.com. Find us on https://www.facebook.com/lookingforwardourway/ (Facebook). https://g.page/looking-forward-our-way/review?gm (Please review our podcast on Google!) And of course everything can be found on our website, https://my.captivate.fm/www.lookingforwardourway.com (Looking Forward Our Way.) Recorded in Studio C at https://my.captivate.fm/www.channel511.com (511 Studios). A production of https://my.captivate.fm/www.circle270media.com (Circle270Media Podcast Consultants).

Elder law attorneys work primarily with seniors (and their families), taking a holistic approach to legal issues that people commonly face as they age. Especially with health, housing, financial well-being and long-term care. Our guest on our next episode is Estate Planner and Elder Law Attorney Larae Schraeder. Inspired by the advocacy needed later in life by her beloved grandparents, Larae Schraeder started https://www.schraederlawllc.com/ (Schraeder Law LLC), to specialize in estate planning and elder law. Larae focuses on helping clients of all ages plan for the later-in-life issues her own family faced without legal counsel. This episode will be in your podcast player Monday October 4, 2021. Here's a quick preview of what you will hear. We would love to hear from you. Email us at hello@lookingforwardourway.com. Find us on https://www.facebook.com/lookingforwardourway/ (Facebook). https://g.page/looking-forward-our-way/review?gm (Please review our podcast on Google!) And of course everything can be found on our website, https://my.captivate.fm/www.lookingforwardourway.com (Looking Forward Our Way.) Recorded in Studio C at https://my.captivate.fm/www.channel511.com (511 Studios). A production of https://my.captivate.fm/www.circle270media.com (Circle270Media Podcast Consultants).

In this episode, we have Paolo Bastone a retirement and estate planner. We get to talking about why it's important for entrepreneurs to plan for their retirement. Paolo shares some of the ways automation and the digital world freed up his calendar and what's coming up next for them. Make sure you check out their links down below and share with a friend if you enjoyed the episode. Always Remember to Invest In Yourself Phil Better ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ His Email: pbastone@progression.netTheir Website: www.itsyourfuture.ca ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Providing you with financial security when it comes to unforeseen events such as premature death and disability. Paolo Bastone helps facilitate in building intergenerational wealth, estate preservation and intelligent solutions that make sense, for your today and your tomorrow. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Invest In Yourself: the Digital Entrepreneur Podcast is an award-winning Podcast for Best Snobby Business Podcast 2020 and aims to be the reference for Business Owners, Entrepreneurs, Solopreneurs, Freelancers, and CEO's that want to elevate their knowledge listening to fellow Entrepreneurs and specialist in their Industry share their story as well as lessons they learned along the way and how you can use it in your life or business. Your host Phil Better, the Podcast Mogul, has guests from different parts of the internet who have all 1 thing in common; they used the Digital space to create their business. Join as he learns about their struggles and some of the best advice they receive along their journey. Hear how he is taking his love of podcasting and helping businesses leverage the medium to connect with their ideal customers.   Join him in his journey to learn from some of the individuals who created the life he always wanted to have from his youth, on this amazing Podcast! The Website: www.investinyourselfpod.comThe Facebook Page: https://www.facebook.com/InvestinyourselfpodThe Facebook Group: https://www.facebook.com/groups/392876241780702The Instagram: https://www.instagram.com/investinyourselfpod/The Twitter: https://twitter.com/InvestinPod ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~   This podcast contains affiliate links. If you use these links to buy something we may earn a commission. Thanks. For the best VPN protection go with NordVPN: https://go.nordvpn.net/SH32M This Season of Invest In Yourself: the Digital Entrepreneur Podcast is Sponsored by the following companies: Sarlat Rugby: https://sarlatrugby.com/ Uniqorn Incubator: https://uniqornincubator.com/ Startup SuperCup: https://startupsupercup.com/

In this episode, we have Paolo Bastone a retirement and estate planner. We get to talking about why it's important for entrepreneurs to plan for their retirement. Paolo shares some of the ways automation and the digital world freed up his calendar and what's coming up next for them. Make sure you check out their links down below and share with a friend if you enjoyed the episode. Always Remember to Invest In Yourself Phil Better ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ His Email: pbastone@progression.netTheir Website: www.itsyourfuture.ca ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Providing you with financial security when it comes to unforeseen events such as premature death and disability. Paolo Bastone helps facilitate in building intergenerational wealth, estate preservation and intelligent solutions that make sense, for your today and your tomorrow. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Invest In Yourself: the Digital Entrepreneur Podcast is an award-winning Podcast for Best Snobby Business Podcast 2020 and aims to be the reference for Business Owners, Entrepreneurs, Solopreneurs, Freelancers, and CEO's that want to elevate their knowledge listening to fellow Entrepreneurs and specialist in their Industry share their story as well as lessons they learned along the way and how you can use it in your life or business. Your host Phil Better, the Podcast Mogul, has guests from different parts of the internet who have all 1 thing in common; they used the Digital space to create their business. Join as he learns about their struggles and some of the best advice they receive along their journey. Hear how he is taking his love of podcasting and helping businesses leverage the medium to connect with their ideal customers.   Join him in his journey to learn from some of the individuals who created the life he always wanted to have from his youth, on this amazing Podcast! The Website: www.investinyourselfpod.comThe Facebook Page: https://www.facebook.com/InvestinyourselfpodThe Facebook Group: https://www.facebook.com/groups/392876241780702The Instagram: https://www.instagram.com/investinyourselfpod/The Twitter: https://twitter.com/InvestinPod ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~   This podcast contains affiliate links. If you use these links to buy something we may earn a commission. Thanks. For the best VPN protection go with NordVPN: https://go.nordvpn.net/SH32M This Season of Invest In Yourself: the Digital Entrepreneur Podcast is Sponsored by the following companies: Sarlat Rugby: https://sarlatrugby.com/ Uniqorn Incubator: https://uniqornincubator.com/ Startup SuperCup: https://startupsupercup.com/

In part one of our Estate Planning Basics Series, Shawn is joined on the podcast by Ella Neely, an Estate Planner with Baird's Financial and Estate Planning Department. Together Shawn and Ella go over the basic documents everyone should consider putting into their estate plan. They also tackle common questions such as “When is it necessary to get a will?”, and “What is a Health Care Directive?”

October 7, 2020 | Episode 7 Brian Altounian & Shawn Francis are joined by their guest, estate planning Attorney Glen Wagstaff. They discuss the value of estate planning, what happens without it, and what it means in particular to families who have members with special needs.

Curtis Olsen is an experienced Estate Planner for over 10 years and has done over a thousand estates. Curtis started in the financial planning game years ago and continues to stay close int he legal services industry.To get started we should talk about some of the questions that will be discussed in the podcast, like is it helpful for families to actually talk about death and assigning kids to be the trustee or there's assets out there, is it wise to have discussions about it prior to passing away? Is there a process that has to do with changing the beneficiary or listing the ownership of the asset to be the trust?Support the show (https://retirementriskadvisors.com)