Podcasts about financial legacy

Bryan Walley, co-founder and CEO of Forward Inheritance, joins host KJ to challenge the broken status quo of wealth transfer in America. Bryan shares how a personal reckoning with his own father's estate planning — or lack thereof — sparked a fintech solution designed to help families organize, communicate, and access their inheritance before tragedy strikes. From probate nightmares to illiquid home equity, Bryan lays out why the $84 trillion great wealth transfer is heading for disaster without better planning — and what Forward Inheritance is doing to fix it. Four Key Takeaways: [7:02 ] Most families are dangerously unprepared: Only about 40% of homeowners have a trust and will. That means 60% of homes could end up in probate, costing families years and thousands of dollars. [9:35] The inheritance conversation isn't about money : Avoiding mortality talk is understandable, but delaying the planning conversation only makes things harder. Start with paperwork, not dollars. [17:39] Inheritance is arriving too late: As parents live longer and stay in their homes, heirs are receiving inheritance in their 60s instead of their 30s — exactly when they need it least. Forward Inheritance unlocks illiquid home equity tax-free for the next generation with no monthly payments and no money leaving the parents' account. [16:20] The family can be the bank: Through intrafamily loans documented on the platform, families can keep wealth circulating internally at low interest rates, rather than sending it to a bank. Quote of the Show (11:49):"Let's stop the intergenerational trauma of bad financial advice going down. We can stop this. We can do better. We can help our families move forward." – Bryan Walley Join our Anti-PR newsletter where we’re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with Bryan Walley:LinkedIn: https://www.linkedin.com/in/btwalley Company Website: https://www.forwardinheritance.com/ How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlDSee omnystudio.com/listener for privacy information.

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 2998: Kathleen Coxwell emphasizes that teaching financial values goes beyond knowledge, it requires curiosity, skepticism, and a commitment to lifelong learning. By modeling open conversations about money and guiding children through real-world financial decisions at every stage of life, you equip them with the mindset and tools needed to build lasting wealth and independence. Read along with the original article(s) here: https://www.boldin.com/retirement/passing-on-financial-values-to-your-heirs/ Quotes to ponder: "Don't put your financial future at risk by accepting other peoples' assumptions or taking their advice uncritically." "Financial literacy has become ever more important as the old financial safeguards of the 20th century, pensions and Social Security, have either fallen away or grow more unsustainable." "Lifelong learning and a growth mindset are proven to deliver happier and more productive lives." Learn more about your ad choices. Visit megaphone.fm/adchoices

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 2997: Kathleen Coxwell emphasizes that the most meaningful inheritance isn't wealth, but the financial values that shape how it's used. By teaching principles like earning, investing, credit, and purposeful work, you can equip your heirs with the mindset to build lasting success. These lessons offer a roadmap for raising financially capable, thoughtful individuals who can sustain and grow any legacy. Read along with the original article(s) here: https://www.boldin.com/retirement/passing-on-financial-values-to-your-heirs/ Quotes to ponder: "The best inheritance is the set of financial values that teach respect for money." “Enough money so that they would feel they could do anything, but not so much that they could do nothing.” "Give a man a fish and he eats for a day; teach a man to fish, and he'll eat for a lifetime." Episode references: Rich Dad Poor Dad: https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194 Ikigai: The Japanese Secret to a Long and Happy Life: https://www.amazon.com/Ikigai-Japanese-Secret-Long-Happy/dp/0143130722 Learn more about your ad choices. Visit megaphone.fm/adchoices

Key Topics Covered:   1. Discovering Purpose Over Time Purpose is often revealed through experience, not defined at the start. Clarity develops by taking action, reflection, and learning along the way. 2. Wealth Beyond Numbers Financial success is only one part of the picture. True wealth includes meaning, fulfilment, and direction aligned with your values. 3. Integrity and Doing the Right Thing Act with integrity even without recognition. Consistent ethical decisions build trust and long-term impact. 4. Kindness and Responsibility Wealth brings responsibility in how others are treated. Use success as a platform to positively influence and support others. 5. Building a Lasting Legacy Legacy goes beyond financial assets. Prepare future generations through shared values, communication, and involvement. 6. Communication Across Generations Open conversations help align expectations and responsibilities. Clarity today prevents confusion and conflict in the future. 7. Balancing Ambition with Stewardship Pursue growth while managing resources responsibly. Focus on long-term impact rather than short-term gain. 8. Using Wealth as a Tool for Impact Shift from accumulation to contribution. Use wealth intentionally to create meaningful, lasting change. Actionable Takeaways Take action even if your purpose isn't fully clear yet—clarity is built through experience, not waiting. Align your financial decisions with your personal values so that wealth supports a meaningful direction, not just accumulation. Practise integrity in small, everyday decisions, especially when there is no external recognition. Be intentional about kindness and responsibility, using your resources and influence to positively impact others. Start conversations early with family about values, responsibility, and stewardship to build a stronger long-term legacy. Regularly reflect on your decisions and experiences to refine your direction and improve judgement. Balance ambition with stewardship by managing what you already have wisely while continuing to grow. Shift your focus from simply building wealth to using it as a tool for creating lasting impact and purpose. Resources & Next Steps WealthBuilders Membership: Free access to guides, webinars, and community Download our FREE Pensions and Inheritance Tax Guide Connect with Us: Listen on Spotify, Apple Podcasts, YouTube, and all major platforms. Next Steps On Your WealthBuilding Journey:   Join the WealthBuilders Facebook Community Schedule a 1:1 call with one of our team Become a member of WealthBuilders

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 3488: Jeff Rose explains why choosing a life insurance beneficiary requires careful wording and thoughtful planning to avoid legal complications and unintended payouts. By clearly defining beneficiaries, accounting for complex family situations, and ensuring adequate coverage for debts, income replacement, and funeral costs, Rose shows how proper planning can protect loved ones from financial stress. His guidance helps families avoid disputes while ensuring benefits reach the right people when they're needed most. Read along with the original article(s) here: https://www.goodfinancialcents.com/beneficiary-review-designation-form-life-insurance-retirement-accounts/ Quotes to ponder: "The main goal of your life insurance plan is to give your family the money needed to pay off all your bills and debts." "When choosing a life insurance beneficiary, it is very important to be clear in the designations of who is going to receive the benefits after the death of the insured." "You always need to calculate your current debt situation first." Learn more about your ad choices. Visit megaphone.fm/adchoices

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 3488: Jeff Rose explains why choosing a life insurance beneficiary requires careful wording and thoughtful planning to avoid legal complications and unintended payouts. By clearly defining beneficiaries, accounting for complex family situations, and ensuring adequate coverage for debts, income replacement, and funeral costs, Rose shows how proper planning can protect loved ones from financial stress. His guidance helps families avoid disputes while ensuring benefits reach the right people when they're needed most. Read along with the original article(s) here: https://www.goodfinancialcents.com/beneficiary-review-designation-form-life-insurance-retirement-accounts/ Quotes to ponder: "The main goal of your life insurance plan is to give your family the money needed to pay off all your bills and debts." "When choosing a life insurance beneficiary, it is very important to be clear in the designations of who is going to receive the benefits after the death of the insured." "You always need to calculate your current debt situation first." Learn more about your ad choices. Visit megaphone.fm/adchoices

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 3488: Jeff Rose explains why choosing a life insurance beneficiary requires careful wording and thoughtful planning to avoid legal complications and unintended payouts. By clearly defining beneficiaries, accounting for complex family situations, and ensuring adequate coverage for debts, income replacement, and funeral costs, Rose shows how proper planning can protect loved ones from financial stress. His guidance helps families avoid disputes while ensuring benefits reach the right people when they're needed most. Read along with the original article(s) here: https://www.goodfinancialcents.com/beneficiary-review-designation-form-life-insurance-retirement-accounts/ Quotes to ponder: "The main goal of your life insurance plan is to give your family the money needed to pay off all your bills and debts." "When choosing a life insurance beneficiary, it is very important to be clear in the designations of who is going to receive the benefits after the death of the insured." "You always need to calculate your current debt situation first." Learn more about your ad choices. Visit megaphone.fm/adchoices

Gugs Mhlungu speaks to resident Certified Financial Planner Paul Roelofse, about smart money management, focusing on cutting unnecessary expenses, reviewing your budget, and staying disciplined about living within your means. Weekend Breakfast with Gugs Mhlungu is broadcast on 702, a Johannesburg based talk radio station, on Saturdays and Sundays Gugs Mhlungu gets you ready for the weekend each Saturday and Sunday morning on 702. She is your weekend wake-up companion, with all you need to know for your weekend. The topics Gugs covers range from lifestyle, family, health, and fitness to books, motoring, cooking, culture, and what is happening on the weekend in 702land. Thank you for listening to a podcast from 702 Weekend Breakfast with Gugs Mhlungu. Listen live on Primedia+ on Saturdays and Sundays from 06:00 and 10:00 (SA Time) to Weekend Breakfast with Gugs Mhlungu broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/u3Sf7Zy or find all the catch-up podcasts here https://buff.ly/BIXS7AL Subscribe to the 702 daily and weekly newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

The Lawyer Stories Podcast Episode 252 features Roxanna "Roxy" Marquez, Business Partner at Virtuity Financial Partners, based in Los Angeles, California - educating and empowering clients nationwide. Roxy's journey into financial education was deeply shaped by becoming a mother and by the loss of both of her parents, experiences that completely transformed how she views money, protection, and legacy. Through those defining moments, she found her purpose. Today, Roxy brings a unique perspective and a wealth of knowledge to help individuals take control of their financial futures - from paying less in taxes and understanding the banking system, to building and protecting wealth through estate planning, real estate, and long-term financial strategy. Her personal mission is simple but powerful: to help people feel confident, informed, and protected at every stage of their financial journey.

In the first episode of 2026, Josh, Baafi, Fernando and Pierce break down how they're approaching the new year financially — from market performance and international diversification to risk-taking, discipline and long-term wealth building.This conversation explores why quick wins are tempting but dangerous, how to think about cash, metals and automation, and how the decisions you make in 2026 can compound into a lasting financial legacy.More From The Market Hustle:Instagram - https://www.instagram.com/themarkethustle/2026 Investing Account Workshop - https://learn.themarkethustle.com/2026workshopTimestamps: 0:00 Preview0:36 Intro4:59 S&P500's performance in 20259:03 Diversifying to international markets16:07 DeDollarization and the value of metals29:14 Don't fall for shiny quick wins, invest for the long term33:46 Avoid overcomplicating your first strategy36:48 Use money to make more money38:13 Stack assets for the long term42:58 Knowing when to take risks56:46 Discipline is everything1:00:33 4 areas for your 2026 financial goals1:06:41 The importance of keeping cash1:11:18 The path might not be glamorous but it's worthy1:18:25 Be a student + Learning to make decisions1:20:58 Automize your investments so you go live your life1:26:18 Net worth, personal and travel goals1:28:07 2026 for Josh & The Market Hustle1:34:26 Reaching your goals with a community1:38:09 Your legacy & the really important things in lifeWhat did you think of the episode? Let us know!Support the show

How do you balance risk, legacy, and family lessons on your journey to retirement? This episode with Art McPherson explores setting your “financial thermostat,” the pitfalls of early Social Security, and the impact of tough love and smart tax strategies. Hear stories of generational wisdom, why enabling loved ones can backfire, and a special segment with Trisha Yearwood on financial literacy and holiday memories. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In this "Best of 2025" episode of the Wade Borth Podcast, explore transformative insights on building personal banking systems, the security of life insurance, and a real client's inspiring Infinite Banking Concept (IBC) journey. A highlight is guest Nate Scott's enlightening perspective on infinite banking stages. Essential listening for anyone seeking to redefine financial freedom and legacy building. Episode Highlights 01:09 - Understanding Infinite Banking 03:00 - Four Stages of Whole Life Insurance 05:00 - Importance of Being a Saver 06:07 - The Financial Pressure of Being Asset Rich, Cash Poor 08:00 - Taking Control of Debt 09:56 - Wealth Acceleration and Investment Strategies 12:09 - Managing Risk in Whole Life Policies 13:34 - Institutional Level Management with Life Policies 15:50 - Managing for Death Certainty and Economic Changes 18:49 - The Legacy and Future Currency Transactions 22:00 - The Problem of Not Having Enough Money Saved 25:19 - Transitioning to Being a True Wealth Creator 28:23 - Becoming the Money Lender 33:05 - Significance of Financial Legacy and Education 37:09 - Solving the Central Problem of Access to Capital Episode Resources https://podcasts.apple.com/us/podcast/wade-borth-sage-wealth-strategy/id1515358066  https://www.sagewealthstrategy.com/podcasts/   

Are you letting market complacency quietly erode your retirement dreams? This episode dives into the hidden risks of “set it and forget it” investing, the pitfalls of orphaned 401(k)s, and why a balanced, forward-looking strategy is crucial for lasting wealth. Discover how debt management, family conversations, and proactive planning can safeguard your financial future—even when the market turns. Real stories, actionable insights, and expert analysis help you rethink your approach to retirement and legacy planning. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner.See omnystudio.com/listener for privacy information.

In this powerful episode of The Mike Litton Experience, host Mike Litton sits down with Mike Milligan, founder of Ideas by Mike and One Oak Financial, to uncover how he turned life's toughest challenges into a thriving multimillion-dollar financial firm. From starting over with nothing to generating $1.2 million in revenue in just 18 months, […]

In this episode of Dollars & Sense, host Joel Garris breaks down the critical steps to "die better"—or at least be better prepared—by mastering the essentials of estate planning. Drawing from Chapter 19, "Death: The Other Certainty," of the Next Gen Dollars and Sense book, Joel shares practical advice to help listeners avoid common estate planning pitfalls and protect their loved ones. The episode highlights the different ways property transfers after death, including operation of law, operation of contract, and wills, explaining how each impacts your financial legacy. Listeners will discover tips on titling property, the importance of beneficiary designations, and strategies for making the process smoother, such as using Transfer on Death (TOD) or Payable on Death (POD) addenda and understanding the use of ladybird deeds. With real-life scenarios and actionable guidance, this episode is a must-listen for anyone who wants to take control of their financial future and ensure their wishes are honored. Tune in to learn how proactive estate planning can ease the burden for your family and spark meaningful conversations around the holidays! 

What if your retirement plan could outlive you? In this episode, Art McPherson explores the power and pitfalls of annuities, revealing how they can create lifetime income and legacy security. From real-life centenarians to the late country legend Jeannie Seely, the show blends financial insight with heartfelt stories about longevity, trust, and purpose. Whether you're planning early or adjusting late, this conversation helps you rethink how to retire with confidence and care. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

This episode of CFO at Home is Part 2 of Vince's conversation with Christopher Wilson, author of 'How to Make Your Nest Egg Last a Lifetime. This time around Chris and Vince discuss building a financial legacy. Chris shares insights from his book, particularly his innovative North Star Nest Egg Legacy Model, designed to help individuals avoid some of the common pitfalls of retirement planning, and the importance of preserving purchasing power in order to thrive, not just survive, in retirement. To learn more about Christopher and his work, visit christopherawilson.com Key Topics: The Importance of Building a Financial Legacy Understanding the Risks of Annuities The North Star Nest Egg Legacy Model Investment Strategies for Retirement Preserving Purchasing Power in Retirement Thriving in Your Golden Years Key Links: Christopherawilson.com Talk with Chris about starting an Investment Club! How to Make Your Nest Egg Last a Lifetime Chris Wilson | LinkedIn Contact the Host - vince@thecfoathome.com Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

The 7 Wealth Killers Stopping You from Building Generational WealthIn this episode, Matthew Ashimolowo breaks down what's really standing in the way of a lasting financial legacy, and it's not just money.We explore:Why do many never shift from income to legacyThe ‘Sudden Wealth Syndrome' that ruins livesWhat happens when parents don't prepare their childrenWhy wealth without wisdom is dangerousAnd how concentrated wealth is the secret of the truly wealthyWealth is not what you earn, it's what you pass on.This episode will challenge your mindset and show you why now is the time to take ownership of your financial future.Listen in — and join us at the Wealth MasterClass. Your legacy is waiting.

How can HENRYs (High Earners, Not Rich Yet) start building a lasting financial legacy, even before reaching traditional “wealthy” status? In this episode of The Confident Retirement Podcast, host Kris Flammang is joined by LPF Advisors' Armando Faucy-Smith and Collin Habig for the next installment in their special series tailored to HENRYs. They break down practical, actionable steps for high earners still on their journey to building true wealth, covering everything from foundational planning to mindset, investing, and preparing for life's significant milestones.5 Key Takeaways → Understand the importance of starting legacy planning before you feel “wealthy.” → Learn how to align your financial strategies with your values and long-term goals. → Discover common mistakes HENRYs make—and how to avoid them. → Get actionable tips for optimizing savings, investments, and tax strategies. → See why working with the right advisor makes a difference in your financial journey.Best Quotes from the Episode “Building a legacy isn't just about money—it's about intention, impact, and the life you want to create.” “Even if you're not ‘rich yet,' you have the power to make smart decisions today that set up a stronger tomorrow.” LPF Advisors Website: lpfadvisors.com Kris Flammang (LinkedIn): Kristopher Flammang Collin Habig (LinkedIn): Collin Habig Armando Faucy-Smith (LinkedIn): Armando Faucy-Smith Schedule a Consultation: Take your "money temperature" and create a personalized wealth-building strategy. Subscribe: Follow the podcast for more Smart Money strategies for HENRYs. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the NGPF Speaker Series, Yanely welcomes Dr. Kim Harms, grief counselor and death doula, shares her unique perspective on end-of-life planning and legacy building. With decades of experience and a life shaped by personal loss, Dr. Harms discusses the importance of emotional and financial legacy planning. She also offers insights on how educators can introduce these sensitive topics to students, ensuring they understand the value of planning ahead. Tune in for practical advice and inspiring wisdom on preparing for life's inevitable transitions.

In this powerful episode, Adi Soozin sits down with Joseph Lombardi, Managing Partner of Ironhawk Financial, whose journey from personal financial tragedy to industry leadership is nothing short of inspiring. After losing $19.2 million due to a devastating chain of events, Joseph made it his life's mission to ensure that no one else—especially hardworking families and business owners in blue-collar industries—would have to face such loss again. He opens up about the emotional and financial fallout that led to the founding of Ironhawk Financial, a firm that now offers customized insurance and financial strategies for construction professionals, entrepreneurs, and everyday Americans. Joseph shares the grit behind earning his first 1,000 clients, the vision behind his two Amazon bestselling books, and how education, empathy, and real-life experience became the foundation of a company dedicated to protecting legacies. Whether you're navigating personal finances or building a business, this episode delivers hard-won wisdom you won't want to miss.

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Chad Holmes, Author and Owner of Formula Wealth about changing the way we think about money and creating an inheritance playbook.In this episode we discussed:Proactively planning together with the next generation maximizes financial legacies (include all generations).Pay attention to your clients - ask them what questions do you have? Tailor your conversations to your clients. The earlier we can have conversations with our parents/partners, the better things can go.Hiring an advisor is an investment - the value received should exceed the investment.Money should not be taboo.Connect with Chad Holmes:Formula Wealth Website (here)LinkedIn (here)Facebook (here)Instagram (here)YouTube (here)Books: The Inheritance Playbook: Helping Your Parents Pass the Torch, Not the Tax (here)Resources mentioned:Mom and Dad, we need to talk by Cameron Huddleston (Amazon) Putting a value on your value: Quantifying Advisor's Alpha - Vanguard Study (here)The Power of Compound Interest - The Get Ready Money Podcast episode (here)Bio: Chad Holmes, CFP®, CPA, CPWA® runs a boutique financial planning firm out of Fairhope, AL, serving families nationwide as a flat fee financial advisor (no commissions or sales products), focusing on minimizing taxes and maximizing legacies from a multigenerational perspective. As an expert in his field, his advice has been published in various outlets, including The Wall Street Journal, MarketWatch, and Yahoo Finance. Chad is both a CPA and CFP® fiduciary. His latest accomplishment is becoming a bestselling author with his new book, The Inheritance Playbook – Helping Your Parents Pass the Torch, Not the Tax.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

The Moneywise Radio Show and Podcast Tuesday, April 22nd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Manageme instagram: MoneywiseWealthManagement Guests: Vivian Cao, President of the Kern Asian Chamber of Commerce & Jamila Ha, Secretary of the Kern Asian Chamber of Commerce website: https://kernasianchamber.com/  

Have you ever worried about what would happen to your hard-earned assets if you faced a lawsuit or creditor claims? The truth might surprise you.Attorney Jordan McIntyre begins with a reality check that makes many clients uncomfortable: there's no such thing as a litigation-proof life or estate plan. However, that doesn't mean you're powerless. Through strategic planning, you can create multiple layers of protection that significantly reduce your risk exposure while ensuring your wealth passes according to your wishes.Jane Deere-Wester and Jordan explore four powerful protection strategies that work together like Russian nesting dolls to shield your assets. They discuss how properly structured trusts can discourage contests through specific provisions, while beneficiary designations offer a simple yet effective tool anyone can implement today without legal assistance. Jane shares a personal cautionary tale of discovering her ex-husband remained as a beneficiary on an account years after their divorce—a common oversight with potentially serious consequences.For business owners and real estate investors, placing assets within properly structured LLCs provides crucial separation between personal and business liabilities. Taking this protection further by incorporating these entities into your estate plan creates multiple barriers against potential claims. We also tackle the often-uncomfortable subject of prenuptial agreements, which have become increasingly important in today's world of blended families and multiple marriages.The podcast wraps up with practical advice on implementing these strategies and emphasizes that protecting your legacy isn't about overnight solutions but rather thoughtful planning that honors the lifetime of work you've invested in building your wealth.Ready to create your own comprehensive asset protection plan? Reach out to our offices in Hendersonville, Shelby, or Charlotte, and let us help you secure your legacy for generations to come.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed George C. Fraser. Chairman & CEO of FraserNet, Inc., and a leading authority on networking and relationship building. Together, they explore the keys to generational wealth, the benefits of cryptocurrency, and the importance of creating a strong financial foundation. Mr. Fraser shares his powerful philosophy of loving, giving, serving, and adding value to others. Their conversation is packed with wisdom on financial legacy and wealth-building strategies. Don’t miss this inspiring episode of Money Making Conversation Master Class. #STRAW #BEST #SHMSSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed George C. Fraser. Chairman & CEO of FraserNet, Inc., and a leading authority on networking and relationship building. Together, they explore the keys to generational wealth, the benefits of cryptocurrency, and the importance of creating a strong financial foundation. Mr. Fraser shares his powerful philosophy of loving, giving, serving, and adding value to others. Their conversation is packed with wisdom on financial legacy and wealth-building strategies. Don’t miss this inspiring episode of Money Making Conversation Master Class. #STRAW #BEST #SHMSSee omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed George C. Fraser. Chairman & CEO of FraserNet, Inc., and a leading authority on networking and relationship building. Together, they explore the keys to generational wealth, the benefits of cryptocurrency, and the importance of creating a strong financial foundation. Mr. Fraser shares his powerful philosophy of loving, giving, serving, and adding value to others. Their conversation is packed with wisdom on financial legacy and wealth-building strategies. Don’t miss this inspiring episode of Money Making Conversation Master Class. #STRAW #BEST #SHMSSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

There are plenty of logical reasons to devote some of our current wealth to future generations, such as supporting a better future for your family or society, the potential for estate tax benefits, and simply a common desire to build a legacy that endures beyond our lives. But tradeoffs abound when it comes to making such legacy decisions—not the least of which is how much do I want or need for myself today versus how much am I willing to give others for the future. Our choices may also be influenced by tendencies of human behavior or even our experience and feelings about legacy decisions of past generations. Do I feel like they were generous towards me, or selfish? Might that drive how I think about my own choices? On this episode of The Behavioral Divide, presented by Avantis Investors®, host Hal Hershfield speaks with Duke University Professor Kimberly Wade-Benzoni, an expert in intergenerational decision making, and Matt Hall, Co-Founder and CEO of Hill Investment Group, to examine what we can learn from both the academic research and real-world advisor-to-client experience to help us make better financial legacy decisions. If you enjoy the show, please let us know by subscribing and rating our series. We'd also love to hear from you on this topic. To join in on the discussion, send us a note at BehavioralDivide@AvantisInvestors.com. Important Disclosures The views expressed in this presentation are the speaker's own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances. Hal Hershfield is not affiliated with American Century Investments. Visit our website: https://a.vant.is/4id5Auj Other contact options: https://a.vant.is/3DeHC2Y Subscribe to The Behavioral Divide podcast: Spotify: https://a.vant.is/3ESJtLn Apple: https://a.vant.is/4hSX6c2 Follow us on social media: LinkedIn: https://a.vant.is/4gXL7Jd X: https://a.vant.is/4kfjHRD

After harrowing probes in the 1990s, Swiss banks thought they'd come to terms with their WWII-era ties to Nazis. But WSJ's Margot Patrick explains how documents newly unearthed from bank archives include shocking revelations.  Further Reading: -Nazi Ties to Credit Suisse Ran Deeper Than Was Known, Hidden Files Reveal  Further Listening: -What Just Happened at Credit Suisse?  -The Financial Legacy of the Nuclear Tests on Bikini Atoll  Learn more about your ad choices. Visit megaphone.fm/adchoices

Hey Rainmakers! Chelsey and Stephen here, and today we're diving into a game-changing topic with our good friend Ramie Khalil. You've heard us talk about making and multiplying money, but today we're focusing on how to protect it and ensure your family's financial future. What if you could build a wall around your wealth and guarantee a legacy for generations to come? That's exactly what we're covering in this episode! Ramie, a seasoned investment advisor, shares the strategies that high-level entrepreneurs, banks, and institutions use to preserve wealth through life insurance.  Before you are like, okay, this has nothing to do with me…hear us out!  We start by breaking down common misconceptions about life insurance, especially the controversial shift from term to whole life policies. If you've ever wondered how to make life insurance work for you, this episode will open your eyes to the concept of building cash value and creating a guaranteed financial safety net for your family. We explore the powerful features of whole life insurance, including its unique ability to build equity and provide access to cash value while still growing wealth over time. Ramie shares real-life examples of families who've used these strategies to leave lasting legacies and the peace of mind it brings to know that their loved ones are financially secure. Chelsey and Stephen also reflect on how these principles have transformed their own financial strategy, emphasizing the importance of structured wealth-building tools. If you're curious about how these concepts apply to your stage of life, this episode is a must-listen. Whether you're just starting your financial journey or looking to solidify your legacy, Ramie provides a clear and actionable framework to evaluate your options and take the next step.   Connect with us: ► Rainmaker Instagram: @therainmakerfamily   ► Chelsey Instagram: @chels_diaz   ► Stephen Instagram: @steezdiaz    ► TikTok: @therainmakerfamily   ► Facebook: @diazfamilylegacy   ► Website: @https://therainmakerfamily.com   Join Our Next Rainmaker Challenge - How To Make Passive Income From Home: https://therainmakerchallenge.com   Save On Our Favorite Things: https://rainmakerfamily.com/deals   Watch The Million Dollar Mama Case Study: https://www.makeitrainmomma.com/casestudy   Episode Minute by Minute:  0:00 - Introduction: Building a Financial Legacy 1:00 - Ramie's Journey: From Real Estate to Wealth Preservation 6:00 - Term vs. Whole Life Insurance: What You Need to Know 10:30 - Cash Value: Building Wealth Through Life Insurance 15:00 - Real-Life Stories of Legacy Planning 20:00 - Breaking Misconceptions Around Life Insurance 30:00 - Advanced Strategies for Baby Boomers 39:00 - How to Get Started: Free Consultation with Ramie

Dr. Addison Killeen discusses the financial aspect of leaving an intentional legacy. Learn four key steps: assembling a trusted advisory team, creating a tax strategy, organizing clear access to accounts, and setting up a trust. Plan today for a meaningful legacy tomorrow. For more information about Dr. Addison Killeen, visit: ⁠www.addisonkilleen.com⁠ or interact with him on a daily basis at⁠ www.DentalSuccessNetwork.com⁠

Expanding my journey and continuing to help others requires self examination and uncovering truth. Who I Am and Whom I'm destined to be is in the making.  My 40th Legacy is a journey to my inner self and understanding the power of silence. Visit our Instagram at:IG: @financial_legacy_leaYou can reach us at:Email: president@aleashelpinghand.visionTo learn more, visit:http://www.aleashelpinghand.vision/Listen to more episodes on Mission Matters:https://missionmatters.com/author/lea-smith

Lewis Weil is a former scientist turned entrepreneur and financial planner. With a background in molecular biology and a knack for running diverse business projects, Lewis decided to use his privilege of growing up around financial planners to support marginalized people plan their futures. As the founder of Lewis Weil Co., he brings a fresh and compassionate approach to financial planning. His philosophy centers around empowering people to align their finances with their values and life goals and understands the complex interplay between personal finance and individual well-being. Lewis's commitment to long-term thinking and understanding the societal impacts of financial decisions adds a unique dimension to his expertise, making him a trusted guide for historically excluded groups seeking inclusive and compassionate financial planning strategies. Through his holistic and shame-free approach, Lewis aims to support individuals in navigating the complexities of the financial system and finding financial security while honoring their motivations and purpose. The key moments in this episode are:  00:04:57 - Compassionate and Shame-Free Financial Planning  00:10:18 - Holistic Approach to Financial Planning  00:14:48 - Building a Financial Legacy  00:15:35 - Identifying Personal Values  00:16:49 - Managing Debt and Saving  00:19:21 - Budgeting for Variable Income  00:28:27 - The Changing Financial Landscape  00:30:00 - Connecting with Lewis   Connect with Lewis Weil Website: lewisweil.com LinkedIn: linkedin.com/in/lewisweil Instagram: @lewisweil   Connect with Amina AlTai Website: aminaaltai.com Instagram: @aminaaltai TikTok: @theaminaaltai Linkedin: linkedin/in/aminaaltai   

Is your legacy plan secretly working against your family's future? Watch as we unpack the multi-trillion-dollar wealth transfer reshaping America's financial landscape - and why traditional inheritance planning might set your family up for failure! Have you ever wondered why some families maintain their wealth for generations while others lose it all by the third generation? The answer is not luck — it's strategic legacy planning. Are you ready for a masterclass in family wealth preservation? It's time to learn how the proper legacy planning framework could be the missing piece in your family's financial future. Don't let your life's work become a family burden - join us for this transformative episode that goes beyond the basics of estate planning. Your family's future harmony might just depend on it!

In this conversation, Clint Davis and Lance Welch discuss the importance of legacy, financial health, and the intentional transfer of values, vision, knowledge, and wealth to future generations. They explore Lance's personal journey, the challenges of parenting, and the significance of being intentional in raising resilient children. The discussion emphasizes the need for families to define their values, create a vision for their legacy, and understand the role of wealth as a tool for positive impact. Practical insights and exercises from Lance's book, 'The Legacy Navigator,' are shared to help families navigate these crucial topics. Website: https://www.thelancewelch.com/

Ever wondered how to build a financial model that not only supports sustainable agriculture but also stands resilient during market upheavals? Dan Miller, the visionary founder and CEO of Steward, shares his remarkable journey from co-founding Fundrise to pioneering a platform that empowers farmers with human-centric and flexible financing solutions. Tune in as he delves into the intricacies of Steward's alternative credit model, which has shown exceptional resilience even amid industry shakeups like the collapse of Silicon Valley Bank.   This episode reveals the transformative power of regenerative agriculture and distributed food systems in a post-pandemic world. Through compelling stories, including the rise of a vertically integrated meat company, Dan illustrates how Steward identifies and nurtures impactful projects. He also candidly discusses the evolution of his decision-making skills and the essential role that trusting one's instincts plays in leadership. As a remote-first company, Steward emphasizes flexibility and personal fulfillment, creating an environment where team members can seamlessly blend their passions with their work. Don't miss this insightful conversation on building a values-driven financial legacy and supporting the future of sustainable food systems. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - Introduction to Dan Miller, Founder and CEO of Steward 00:01:15 - Dan Miller's Background and Journey from Fundrise to Steward 00:02:20 - The Concept and Operation of Steward: Online Capital Raising for Sustainable Food Systems 00:03:45 - Impact of Interest Rate Changes and Resilience During Market Freezes, including the Silicon Valley Bank Collapse 00:05:00 - Identifying and Supporting Worthy Projects: Example of a Vertically Integrated Meat Company 00:08:00 - Building a Unique Credit Model for Alternative Agriculture and Regional Food Systems 00:09:45 - Initial Challenges and Evolution of Decision-Making in Financing Non-Traditional Agricultural Enterprises 00:11:15 - Surge in Recognition of Regenerative Agriculture Post-Pandemic 00:12:00 - Trusting Instincts and Lessons Learned from Various Business Ventures 00:13:00 - Steward's Remote-First Company Model: Flexibility and Personal Fulfillment 00:14:30 - Supporting Undervalued Businesses with Human and Flexible Financing Solutions 00:16:00 - Insights on Sustaining Regional Food Systems 00:17:00 - Significance of a Human-Centric Approach to Finance 00:18:30 - Surprises and Positive Developments in Sustainable Agriculture and Steward's Impact 00:20:00 - The Importance of Values and Culture in Steward's Operations 00:21:30 - Building Legacy Through Sustainable and Regenerative Agriculture 00:22:30 - Future Projects and Expansion Plans for Steward 00:23:30 - How Listeners Can Get Involved with Steward 00:24:00 - Closing Remarks and Final Thoughts from Dan Miller 00:25:00 - Conclusion and Where to Find More Information About Steward Visit the website https://gosteward.com/ to find out what Dan and Steward are up to.   Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

Today, I'm thrilled to be speaking with Will Duke, a successful entrepreneur turned investor and a valued member of the Lifestyle Investor Mastermind. Will shares his incredible journey from running two businesses to selling them for significant exits, all while transitioning into a successful investor. What makes his story unique is his thoughtful and patient approach to investing—focusing on building a solid foundation before diving into deals.We explore the lessons Will learned from exiting his companies, his insights on how to approach private investments with caution, and the importance of continuous education. Will's journey is a masterclass in how to strategically grow wealth through smart investing, while avoiding the common pitfalls that many fall into.In this episode, you'll learn: ✅ The exact vetting process Will uses to minimize risk and maximize returns, ensuring each investment aligns with his risk tolerance and long-term goals.✅ Tax-optimization strategies that have saved Will millions during exits and investment deals. ✅ How to determine whether your business is ripe for exit, structuring the exit for maximum profitability, and the often-overlooked challenges of transitioning from an entrepreneur to investor.Show Notes: LifestyleInvestor.com/200Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

For more information and show notes visit: https://www.bwmplanning.com/post/84In this episode, we discuss some thought-provoking ideas and share our insights on optimizing investments, lowering future taxes, and growing wealth. Here are three key takeaways from this enlightening discussion:1. Intentional Spending and Memory DividendsOne of the main points we explored in the episode is the concept of intentional spending and the idea of "memory dividends." We discussed how being intentional with how you spend your time and money can lead to meaningful experiences that pay off in the form of cherished memories. By investing in worthwhile experiences, you are essentially creating lasting memories that enrich your life.2. Challenging Traditional Retirement PlanningWe delved into the notion that net worth should peak around age 50, as suggested in the book. While this idea may seem appealing, we highlighted the potential risks and challenges associated with this approach, especially in the context of sequence of returns risk and changing financial landscapes. It's essential to consider the practical implications and long-term sustainability of such a strategy.3. Balancing Savings and ExperiencesAnother key takeaway from the episode was the importance of finding a balance between saving for the future and enjoying life experiences in the present. We discussed the value of making meaningful investments in experiences that create lasting memories, even if they may not align with traditional financial optimization strategies. It's about finding the right balance between saving for the future and living in the moment.If you're interested in optimizing your investments, lowering future taxes, and growing your wealth, this episode is a must-listen!As always, we encourage our listeners to reach out with any questions or ideas for future episodes at podcast@brownleewealthmanagement.com.Thank you for tuning in, and we look forward to bringing you more insightful episodes in the future.Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.

Inheriting assets from loved ones can bring on a combination of emotional and financial decisions. Unfortunately, this can make it harder to make the right choice. Today, Paul lists all of the most common inherited assets and common mistakes people make with them. Later in the episode, Paul talks about why fear around the US dollar is usually misinformation and why a country's trade position suffers when their currency weakens against the dollar. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Five principles for getting one's financial house in order; based on various Scripture passages. (Included in the 5-part series "Keeping the End in Mind".) Order this full message on MP3! To support this ministry financially, visit: https://www.oneplace.com/donate/1213/29

Five principles for getting one's financial house in order; based on various Scripture passages. (Included in the 5-part series "Keeping the End in Mind".) Order this full message on MP3! To support this ministry financially, visit: https://www.oneplace.com/donate/1213/29

Wondering what it's like to start house hacking WITHOUT the help of a parent's trust fund or getting extremely lucky with opportunities? Join us for this episode as Canon Furth shares his journey through the highs and lows of house hacking. Kicking off with the burning question of overcoming the initial fears and uncertainties of investing, Canon's story shows that anyone can take the first steps toward financial freedom and succeed. From understanding the housing market economy to navigating tenant screening, this episode offers must-hear wisdom for beginners and seasoned investors alike. We discuss personal anecdotes and real-life experiences that provide a glimpse into the realities of house hacking, renovating, buying properties, and even moving to Denver! Whether you're just starting out or looking to expand your investment portfolio, Canon's story offers a realistic roadmap to success in real estate investment and financial freedom. Learn how to start small, overcome obstacles, and leave a lasting legacy for your future self and family. PODCAST HIGHLIGHTS: [4:15] Starting point [9:00] Overcoming the scary stuff [14:05] Understanding the economy of the housing market [16:05] Screening tenants [19:50] Moving to Denver [22:54] Renovation and purchase numbers [29:48] Diving into his portfolio [39:06] looking into his current cashflow and plans [42:05] Start small and keep going [44:50] On leaving a legacy HOSTS    Craig Curelop   

In this episode, we explore the vital practice of multigenerational financial planning. This episode guides families on how to collectively build and maintain wealth, incorporating Infinite Banking principles. We discuss establishing family governance, educating all generations on financial matters, and aligning individual goals with a unified vision for family wealth. Additionally, we delve into succession planning and share success stories from families who've excelled in this endeavor. Perfect for families aiming to strengthen their financial future together, this episode offers essential strategies and insights for creating and preserving a lasting financial legacy. Be sure to subscribe to our channel for more content like this!

It's often tricky to find the balance between living in the moment and planning for the future. On this episode of A Wiser Retirement™, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy talk about instant vs delayed gratification, goal-setting tips, and lifestyle perceptions of the wealthy. Podcast Episodes Referenced:- Ep 219: Do you have a wealth preservation plan?- Ep 221: How to Prioritize Financial GoalsYouTube Videos Referenced:- Retirement Planning Tool vs Working with a Financial Planner- Meaningful Ways to Leave a Financial Legacy for Your HeirsBlogs Referenced:- Why You Should Work with a Fiduciary Financial PlannerLearn More about Wiser Wealth Management:- Our website - Schedule a complimentary consultation (learn more about our services)- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more! Connect With Wiser Wealth Management:- YouTube Channel- Facebook- LinkedIn- Instagram- Twitter- Casey Smith's Twitter- Podcast- Blog This podcast was produced by Wiser Wealth Management. Thanks for listening!

In this episode, we explore the vital practice of multigenerational financial planning. This episode guides families on how to collectively build and maintain wealth, incorporating Infinite Banking principles. We discuss establishing family governance, educating all generations on financial matters, and aligning individual goals with a unified vision for family wealth. Additionally, we delve into succession planning and share success stories from families who've excelled in this endeavor. Perfect for families aiming to strengthen their financial future together, this episode offers essential strategies and insights for creating and preserving a lasting financial legacy. Be sure to subscribe to our channel for more content like this!

On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, to discuss wealth preservation plans and various asset protection strategies. Wealth preservation is more than just preparing for retirement; it involves a strategic approach to safeguarding your assets for future generations while maintaining a comfortable lifestyle today. Related Podcast Episodes: - Ep 145: Dying without Estate Planning: Do you hate your family?- Ep 175: Passing Down Generational WealthRelated YouTube Videos: - Prevent Family Conflict with Legacy Planning- Using an Online Estate Planning Service vs Using a Local Attorney- Meaningful Ways to Leave a Financial Legacy for Your HeirsRelated Blog:- Legacy Planning vs Estate Planning: Understanding the Difference- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!Connect With Wiser Wealth:- Our Website- Schedule a Free Consultation (Learn More About Wiser)- YouTube- Facebook- LinkedIn- Instagram- Twitter- Podcast- Blog This podcast was produced by Wiser Wealth Management. Thanks for listening!

As part of the U.S. nuclear tests after World War II, a total of 23 nuclear weapons were detonated on and around Bikini Atoll. Eventually, the U.S. set aside funding to help the people of Bikini and their descendants. But, as WSJ's Dan Frosch reports, those compensation funds have been drained. Further Reading: -Nuclear Tests Ravaged Their Home. Their Leaders Drained a Compensation Fund Dry.  Learn more about your ad choices. Visit megaphone.fm/adchoices