Podcast appearances and mentions of legacy planning

Joe and Big Al spitball on how to avoid screwing up the timing of your Roth conversions, today on Your Money, Your Wealth® podcast number 550. Barrie from New York is 62 and single, and she's been diligently converting pre-tax money each year for lifetime tax-free Roth growth. Should she continue after she retires next year?  “Jerry and Elaine” want to retire in the next six years and still leave the kids an inheritance. When should they start Roth conversions? Alex in Pennsylvania is a 31-year-old software engineer. Should he convert his IRA to Roth all at once? Plus, how can he transition into a career as a financial planner? A clarification on the age plus 20 rule of thumb for retirement contributions from one of our YouTube viewers is very un-clarified for Joe, and the fellas let Lisa in San Diego know whether she can use her rental real estate income to fund a Roth 401(k). Free Financial Resources in This Episode: https://bit.ly/ymyw-550 (full show notes & episode transcript) Ultimate Guide to Roth IRAs 6 Signs You Truly Have “Enough” for Retirement - YMYW TV Financial Blueprint (self-guided) Financial Assessment (Meet with an experienced professional) REQUEST your Retirement Spitball Analysis DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Connect With Us: YouTube: Subscribe and join the conversation in the comments Podcast apps: subscribe or follow YMYW in your favorite Apple Podcasts: leave your honest reviews and ratings Chapters: 00:00 - Intro: This Week on the YMYW Podcast 00:55 - Should I Keep Converting $20K a Year in Retirement? (Barrie, NY) 07:17 - Can We Retire at 62 and Still Leave an Inheritance? Roth Conversion Strategies for Big Accounts (Jerry & Elaine, KS) 17:05 - I'm 31. Should I Convert $57K Now or Spread It Out? (Alex, PA) 29:12 - Roth Conversion Timing Before Retirement (Mike, Philly Suburbs) 36:49 - Confused About Roth Withdrawal Rules at 60 (Lisa, Omaha NE) 40:05 - Clarification on the Age + 20 Rule of Thumb for Contributions (Matt, YouTube) 45:40 - Can Rental Property Income Fund a Roth 401(k)? (Lisa, San Diego) 47:24 - Outro: Next Week on the YMYW Podcast

A financial advisor doesn't just manage your investments — they design a roadmap to your goals, protect your lifetime income, and adapt your plan when life changes.

We go through the list from Kiplinger of "The Five Golden Rules of Retirement Planning" including figuring out your Five “L”s. 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.

Are you ready for the biggest change of your life? Discover how shifting from saving to spending in retirement can be both exciting and daunting. Kevin Madden breaks down the emotional and financial challenges of retirement, from managing risk and building a solid financial foundation to balancing enjoyment with smart planning. Hear real stories, expert insights, and practical strategies to help you navigate your retirement journey with confidence—all in one engaging episode. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

We go through the Kiplinger "Five Golden Rules of Retirement Planning", including knowing your “L”s. Like this episode? Hit that Follow button and never miss an episode!

On this episode: Estate Planner and Golden Reserve Founder Tim Stallings joins us to talk about inheritance and long-term care planning. Why are people moving toward dividend paying stocks? An 80-year-old with a big tax problem. 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.

On this episode: Should you care about interest rates? Should you follow the billionaire’s retirement advice? The Medicare window opens soon. What do you need to know? What should you be discussing at your year-end retirement review meeting? Like this episode? Hit that Follow button and never miss an episode!

In this episode of the Investor Fuel Podcast, host Leo Wehdeking speaks with Joseph Lombardi, a real estate expert focused on tax savings and wealth building strategies. Joseph shares his insights on navigating the complexities of the financial landscape, particularly for blue-collar business owners. He discusses the importance of ethical business practices, building strong relationships, and the pitfalls of traditional retirement plans like 401ks. Joseph emphasizes the need for financial education and the legacy one can leave for future generations.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Gugs Mhlungu is joined by Resident Certified Financial Advisor, Paul Roelofse, continuing last week’s discussion on Wills by unpacking the legal requirements, like witnesses and signatures, that, if overlooked, could lead to unnecessary costs.See omnystudio.com/listener for privacy information.

How do family dynamics shape your child's multilingual journey? In this episode of Dam Parenting, Eva sits down with Mimi from Growing Multilingual to explore what it really takes to raise kids with more than one language — with clarity, consistency, and care.We dive into:Why your personal “why” matters in multilingual parentingHow to align with your partner (or ex-partner) on language goalsStrategies for solo parents and co-parents navigating life after divorceCreating emotional safety and identity for multilingual childrenBuilding a sustainable, intentional family language planWhether you're raising bilingual, trilingual, or multilingual kids, this conversation will help you reflect, reset, and root your parenting choices in purpose.Perfect for parents wondering:* Which languages should we prioritise as a family?* What if my partner doesn't fully buy in?* How can I support my child's identity as a single parent?Tune in for real talk, practical tips, and encouragement to find peace (not pressure) in your multilingual parenting journey.

Singapore is on the brink of one of its largest intergenerational wealth transfers. Younger high-net-worth families are rethinking legacy planning, balancing tradition with modern investment strategies, and exploring new ways to safeguard and grow their wealth. What trends are shaping this transfer, and which strategies are redefining how wealth is passed on?On Wealth Tracker, Hongbin Jeong speaks to Ray Ang, Singapore CEO of Grandtag Financial Consultancy, to find out more.See omnystudio.com/listener for privacy information.

Gugs Mhlungu is joined by Resident Certified Financial Advisor, Paul Roelofse, discussing the importance of having a will, how it helps protect loved ones, and the consequences of dying without one. 702 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.

Life insurance isn’t just for when you’re working—it can be a powerful tool in retirement. In this episode of Protect Your Assets, host David Hollander, The Sandman, breaks down whether retirees should keep their life insurance policies, how required minimum distributions (RMDs) can be converted into tax-free wealth for heirs, and why today’s interest rate environment may offer opportunities to upgrade existing coverage. You’ll also learn: The key differences between term and permanent life insurance in retirement. How life insurance can supplement retirement income and provide long-term care benefits. Strategies for using life insurance to offset taxes, protect your spouse, or strengthen your estate plan. Tips for qualifying for coverage after age 65 and why underwriting rules matter. Whether you’re approaching retirement or already there, this episode will help you evaluate your current policies, uncover hidden value, and decide if life insurance still belongs in your financial plan. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/ See omnystudio.com/listener for privacy information.

What happens if you don’t die fast enough? In this episode, Jim Fox tackles the tough realities of legacy planning, long-term care, and the conversations every family should have before it’s too late. From outlining practical steps for estate planning to addressing the emotional and financial challenges of aging, Jim explains why a holistic retirement plan goes beyond investments and income. Discover how to prepare for the unexpected and ensure your loved ones aren’t left with a mess. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

Life insurance isn’t just for when you’re working—it can be a powerful tool in retirement. In this episode of Protect Your Assets, host David Hollander, The Sandman, breaks down whether retirees should keep their life insurance policies, how required minimum distributions (RMDs) can be converted into tax-free wealth for heirs, and why today’s interest rate environment may offer opportunities to upgrade existing coverage. You’ll also learn: The key differences between term and permanent life insurance in retirement. How life insurance can supplement retirement income and provide long-term care benefits. Strategies for using life insurance to offset taxes, protect your spouse, or strengthen your estate plan. Tips for qualifying for coverage after age 65 and why underwriting rules matter. Whether you’re approaching retirement or already there, this episode will help you evaluate your current policies, uncover hidden value, and decide if life insurance still belongs in your financial plan. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/ See omnystudio.com/listener for privacy information.

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereWhat if you reached retirement age with over $2 million in assets—yet still felt anxious and uncertain about your future?That's the dilemma Jasmine faced. Despite years of saving, investing, and “doing everything right,” she found herself chasing risky trades and second-guessing her decisions after an unexpected layoff just two years before retirement. Her story highlights a common struggle: financial freedom isn't just about the math—it's about clarity, vision, and emotional confidence. Without defining what “enough” really looks like, even wealth can feel shaky.In this episode, you'll discover:How to create personal guardrails that balance security with growth so you can stop second-guessing.Why defining your lifestyle vision matters more than hitting an arbitrary number.Practical ways to separate “need-to-have” assets from “nice-to-have” investments, giving you peace of mind while still leaving room to optimize.Press play now to hear Jasmine's story and learn how to align your money with your vision—not your fears.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Retirement planning in Canada isn't just about saving—it's about building financial freedom through clarity, strategy, and structure. From managing retirement anxiety with emotional finance insights to applying tax-efficient investing and RRSP optimization, Canadian entrepreneurs and families can create a wealth management system that balances personal vs corporate tax planning, salary vs dividends, and corporate wealth planning. By setting clear financial goals and using retirement planning tools such as financial buckets, wealth reservoirs, and investment bucket strategies, you can align your financial vision with Ready to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

What do beard taxes, cow taxes, and IRS scams have in common? They’re all ways your money can disappear—unless you plan ahead. In this episode, JoePat Roop shares how retirees can avoid surprise tax bills, protect their Social Security from IRMAA surcharges, and spot the warning signs of financial scams. From legacy planning to real-life client stories, learn how a one-page retirement income plan can help you dodge the boulders on your retirement path. For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

What if the biggest threat to your retirement isn’t financial—but conversational? In this episode, Abe Abich explores three critical discussions every couple should have before turning 65. From aligning lifestyle expectations to budgeting for healthcare, Abe unpacks how miscommunication can derail even the best-laid plans. Tune in for real-life examples and practical insights to help you and your spouse retire in sync. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

What kind of legacy are you building for your family? In this episode, Austin, Josh, and Jordan unpack the financial and personal steps that shape your family's future. From life insurance and estate planning to teaching values and creating healthy money habits, they share how small decisions today can make a big impact tomorrow. Listen now!For the video version, show notes, and transcript, visit thewealthmindsetshow.com/s2e18Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!

In this episode of the Real Estate Pros podcast, host Q Edmonds interviews Barry Page, a seasoned expert with over 40 years of experience in financial services and real estate. Barry shares his insights on helping families and businesses navigate financial challenges, the importance of financial independence, and the impact of personal experiences on his career. He discusses overcoming adversity in real estate, the significance of networking and self-education, and his current focus on scaling his business while helping others achieve financial success.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Think Roth conversions are simple? Think again. In this episode of The Retirement Key, Justin Dobak dives into the strategy behind Roth conversions—timing, tax brackets, Medicare premiums, and legacy planning. Learn how to avoid costly mistakes and why a personalized income plan is key to making Roth conversions work for your retirement goals. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

What if your retirement plan is quietly draining your future? In this episode, Art McPherson uncovers hidden fees in 401(k)s, explains how spousal Social Security benefits can boost income, and shares strategies to protect your legacy. From avoiding risky investments to understanding annuities and beneficiary arrangements, this conversation is packed with insights to help you retire smarter—not just richer. Whether you're five years out or already retired, it's time to rethink your financial game plan. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Procrastination might feel harmless—until it wrecks your retirement. In this episode, JoePat Roop explores how delaying financial planning can be more damaging than market volatility. From Roth conversions and asset location to legacy planning and stewardship, learn how to build a retirement strategy that reflects your values. Plus, hear insights from Tim Tebow on faith, generosity, and living with purpose. Whether you're just starting or months from retirement, this episode is a call to action. For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Ready to take control of your retirement? Start your Retirement TEAM Action Plan at ARHQ.com or call 419-794-3030 to speak with a retirement planning specialist today! What if your retirement plan is built on shaky ground? In this episode, Nolan Baker, President and CEO of ARHQ, reveals overlooked threats that could quietly sabotage your financial future. From the ripple effects of unchecked government spending to the subtle warning signs in financial advisors, Nolan breaks down the risks that often go unnoticed. He also explores how family dynamics can complicate legacy planning and why an “all-weather portfolio” might be your best defense against market volatility. Whether you’re nearing retirement or already there, this conversation offers a clear-eyed look at what it takes to protect your income for your future. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing a single location for all your retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement, so you can enjoy financial confidence and peace of mind. Visit Us: 1700 Woodlands Drive, Maumee, OH 43537 Call Us: 419-794-3030 Learn More: ARHQ.comSee omnystudio.com/listener for privacy information.

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereWhat happens when you finally reach your financial freedom number—only to realize the journey's far from over?You've spent years grinding, saving, and investing smart to hit your retirement goals. But once you cross that finish line, a new set of challenges emerges: how do you protect your wealth, minimize tax drag, and set your family up for long-term success without overcomplicating your life? In this episode, Kyle and Jon walk through a real-life case study of a couple with a $10M portfolio who's grappling with exactly that. From risk tolerance mismatches to looming capital gains, they break down the planning shifts that matter most after you've "made it."You'll discover:How to transition from aggressive growth to sustainable simplicity—without blowing up your tax billWhy timing and method matter when shifting from actively managed funds to more tax-efficient structuresHow legacy strategies like high-cash-value life insurance and corporate class ETFs can protect wealth across generationsHit play to learn how to evolve your portfolio and mindset for life after financial independence.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting cordporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Achieving financial freedom in Canada requires more than just diligent saving—it demands a strategic blend of retirement planning, investment bucket strategies, and advanced portfolio management tailored to your life stage and goals. Whether you're pursuing an early retirement strategy or building long-term wealth through real estate investing in Canada, understanding the tax implications, especially around capital gains strategy, RRSP optimization, and salary vs dividends, is crucial. At the core of a robust Canadian wealth plan lies Ready to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

What does a 360° retirement roadmap really look like? In this episode of Beyond the Money, Jackie Campbell breaks down the essentials of smart tax planning, legacy protection, and financial clarity. From the impact of Roth conversions and the silver tsunami of wealth transfer to a candid moment with Bill Murray on quality of life, this episode blends practical advice with heartfelt insight. Whether you're nearing retirement or already there, this conversation helps you align your money with your purpose. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

What if one conversation could protect your family from financial chaos? In this episode, Brandon Bowen shares a powerful story of a couple navigating memory care costs and the importance of legacy planning. From estate documents to power of attorney and long-term care funding, learn how to prepare for the unexpected and avoid leaving a burden behind. Whether you're caring for aging parents or planning your own retirement, this episode offers clarity and compassion. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

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.

Is your retirement plan built to withstand inflation, taxes, and market volatility? In this episode of Your Retirement Radio Podcast, Kevin Madden breaks down how to navigate Required Minimum Distributions (RMDs), the risks of private equity in 401(k)s, and the power of Roth conversions. Whether you're 10 years out or one year away from retirement, learn how to align your financial tools with your goals and build a strategy that brings peace of mind and long-term stability. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

Estate planning isn't just for the wealthy—it's for anyone who wants to protect their family, avoid costly legal battles, and pass on assets with peace of mind. In this Jake & Gino episode, we sit down with Zach Tsakiris, founder of FastWill, a revolutionary platform making estate planning fast, affordable, and accessible from home.We cover why 70% of Americans don't have an estate plan, the hidden risks of letting the state decide for you, and how technology is disrupting the traditional (and expensive) attorney model. Zach breaks down the difference between a will and a trust, why a revocable living trust can save your loved ones from probate headaches, and how life events like marriage, having kids, or buying a home should trigger an update to your plan.Whether you're starting from scratch or updating outdated documents, this conversation gives you the tools to take control of your legacy—without the intimidation or high costs of the old way.Protect your assets. Protect your family. Start your estate plan today. Chapters:00:00:00 - Introduction00:06:17 - Common estate planning mistakes to avoid00:14:04 - How FastWill disrupts the attorney model00:18:36 - When to start your will & trust (life events that matter)00:20:56 - Updating existing documents with FastWill00:28:43 - How long it really takes to complete your estate plan00:30:54 - Ideal age to start estate planning00:32:50 - Gino Wraps it Up  We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

In this episode of Celebrity Estates, host David Lenok welcomes Ian Freeman, founder of The Freeman Group and a Northwestern Mutual Wealth Management Advisor, for a conversation inspired by the estate of legendary boxer and entrepreneur George Foreman.  From naming all five of his sons “George Edward Foreman” to building a $300 million fortune, David … Read More Read More

In this episode of Nuggets On The Go, Melvin Lim and George Peng from PropertyLimBrothers break down the property strategies available to buyers in their late 40s — from stretching tenure for better cash flow, to deciding between consolidating into a landed home or maintaining two condominiums.   They explore the “equity triangle” framework, where age, debt, and equity interact to shape long-term financial outcomes, and unpack how lease reset analysis can reveal hidden pitfalls in older resale projects. The discussion also covers the harmonised layout effect, the strategic use of 2M1B for multi-generational planning, and the concept of a “reverse BTO” — securing a new HDB flat later in life for retirement convenience.   For those weighing growth versus preservation, the episode offers grounded perspectives on timing, loan sustainability, and exit planning. If you're in your 40s or 50s and preparing for your final major property move, this is one to take notes on.   00:00 Intro 01:20 George's most stressful deal 07:44 What is "2M 1B"? 10:00 Why is age important? 12:30 Equity triangle 18:33 Real estate investment is also DCA 20:19 2 interest-rate cuts in September 23:50 Resale market movement in the future 27:03 Lease Reset Disparity 31:00 Dual-income, no children investment case study 35:30 Quantum disparity challenge 36:55 What should be the gap for quantum? (New Launch & Resale) 43:14 Future audience of the property you're going to sell 48:33 Effect of TDSR 50:03 Advice 51:50 Landed property to be a dual-key 53:00 Strategy for the case study 58:58 What happens in repricing? 1:02:49 Prioritising your happiness 1:06:07 Outtakes

Connect with Onramp // Onramp Terminal // First Covenant Trust & Advisors // Onramp Bitcoin Dynasty Trust Services // Full deep dive report from OnrampThe Last Trade: a weekly, bitcoin-native podcast covering the intersection of bitcoin, tech, & finance on a macro scale. Hosted by Jackson Mikalic, Michael Tanguma, & Brian Cubellis. Join us as we dive into what bitcoin means for how individuals & institutions save, invest, & propagate their purchasing power through time. It's not just another asset...in the digital age, it's The Last Trade that investors will ever need to make.00:00 – Intro to Paul Hoilman of First Covenant04:22 – Launching: Onramp Bitcoin Dynasty Trusts07:10 – From TradFi to Trust Planning to Bitcoin12:05 – The Estate Planning Gap in Bitcoin16:10 – Why South Dakota Trust Law Wins21:25 – Protecting Wealth Like a Billionaire27:05 – Plan Before Bitcoin Hits $1M31:35 – Dynasty vs. Asset Protection Trusts36:25 – $29M Saved: Case Study Breakdown42:00 – Solving the Custody Problem46:35 – Keep Control: Lending & Liquidity51:30 – Privacy & Lawsuit Protection55:00 – From Self-Custody to Legacy Planning58:30 – How to Set Up a Dynasty Trust01:05:53 – Outro and DisclaimerPlease subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

How do you build real, lasting generational wealth—and should you? In this week's How-To, Gino Barbaro (Jake & Gino co-founder) dives deep into the truth about creating generational wealth through multifamily real estate. But he doesn't stop there. Gino explores why teaching legacy skills—not just handing down properties—is the key to sustaining wealth across generations.You'll learn actionable strategies for scaling your real estate portfolio, planning your exit strategy, utilizing seller financing, creating trusts, and—most importantly—passing on values, not just assets. Whether you're just starting out or have a large portfolio, this episode will challenge your thinking about wealth, legacy, and impact.Want a FREE copy of Happy Money, Happy Family, Happy Legacy? Email Gino at gino@jakeandgino.com We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

Would you spend more time planning a Disney trip than your retirement? In this episode, Jackie Campbell explains how the Retirement Map helps you visualize your financial future, reduce taxes, and build a plan that supports your lifestyle and legacy. From RMD strategies and Roth conversions to budgeting for adult children and stress-testing your income, Jackie shares real-life stories and practical advice to help you retire with confidence. Whether you’ve saved $500K or $5M, it’s not about how much you have—it’s about how you plan. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

What do meme stocks, credit card traps, and Carrie Underwood’s budgeting habits have in common? In this episode, Art McPherson dives into the realities of financial risk, legacy planning, and long-term care—peppered with personal stories and real talk. From navigating high-interest loans to understanding the 4% retirement rule, Art offers practical insights for building a secure financial future. Plus, hear Carrie Underwood’s take on conservative spending and why planning ahead is key, no matter your net worth. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In this episode, I sit down with Greg Barnsdale, Certified Financial Planner, Licensed Funeral Director, and author of Do Not Ignore Your Mortality, for a heartfelt conversation about one of life's toughest (but most important) topics: planning for death. We talk about the emotional and financial consequences of avoiding end-of-life planning and why leaning into conversations about wills, funerals, and legacy now can bring clarity, reduce stress, and strengthen relationships later. Greg shares personal stories, including his own shocking brain tumor diagnosis, and insights from decades in both funeral homes and financial offices. Together, we explore how to approach mortality with honesty, courage, and even a little humor, so that farm families can age with less fear and more intention. If you've been putting off those tough conversations or struggling to get your family on board, this episode is a loving nudge to take the next step. Access the full show notes for this episode at elainefroese.com. Discover more about our guest: Greg Barnsdale Elaine Froese Resources: Watch this episode on YouTube. SPEAKING - book Elaine for your next event COACHING - find your Farm Transition Coach MEMBERSHIP - Join the Farm Family Harmony Membership waitlist RESOURCES - download for FREE CONTACT - take the next steps in your transition  BURNING QUESTION? Submit it here for Elaine or her coaches Timestamps 0:02:03 - Greg's background in the funeral industry0:03:11 - Greg's motivation for writing the book0:05:35 - Discussion on preventing family hallway huddles0:12:43 - Why people avoid creating wills0:22:54 - Superstitions about talking about death0:23:38 - Funeral budgeting and changing funeral traditions0:25:07 - Organ donation and healthcare directives0:27:48 - Strategies for planning when family is resistant0:31:59 - How to find Greg and his resources (website)

What happens when legacy planning goes wrong—and how can you avoid it? In this episode of Beyond the Money, Jackie Campbell shares lessons from the Jimmy Buffett estate battle and sits down with Social Security expert Mary Beth Franklin to unpack the future of benefits, common claiming mistakes, and the impact of the Windfall Elimination Provision. Whether you're nearing retirement or supporting aging parents, this episode offers timely insights to help you protect your income and your legacy. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

Think DIY tax planning is saving you money? It might be costing you more than you realize. In this episode, Abe Abich breaks down why retirement tax strategy is too complex to tackle alone. From Roth conversions to RMDs and legacy planning, they explore how working with a fiduciary advisor can help you avoid costly mistakes and build a more tax-efficient future. Click here for Abe's 2025 Tax and Benefit Guide. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

The Power of a Love Letter When Shannon sat down to write her love letters to her children, she didn't expect just how meaningful the process would be. What began as a simple act of putting words on paper quickly became one of the most profound steps in her family's legacy journey. The letters reflected a lifetime of love, intention, and values that now had a permanent home. https://www.youtube.com/live/VzJGf5fD2Jk For Shannon and her husband, legacy planning for families wasn't about cold documents or rigid legal structures. It was about love, clarity, and making sure their kids were taken care of—not just financially but emotionally and relationally. Not because of the words alone—though they were beautiful and heartfelt—but because those words captured something far deeper: a lifetime of intention, care, and values that now had a permanent home. For Shannon and her husband, legacy planning for families wasn't about cold documents or rigid legal structures. It was about love, clarity, and making sure their kids were taken care of—not just financially but emotionally and relationally. This is the heart of legacy planning for families: making sure the people you love feel your guidance, presence, and blessing long after you're gone. It's not just about transferring assets—it's about transferring identity, vision, and faith. And when done well, legacy planning becomes a source of peace, not pressure. Their journey through the Seven Generations Legacy process turned what they feared would be an overwhelming task into one of the most empowering experiences of their life. And they didn't do it alone. They did it with guidance, structure, support—and a shared commitment to doing legacy differently. The Power of a Love LetterLegacy Planning for Families is More Than PaperworkStarting the Journey: A Shared Dream, Two Different PrioritiesBringing the Kids Into the ConversationWriting Love Letters: The Emotional Heart of the LegacyCreating a Structure That Feels Like Coming HomeWhy This Matters for Your FamilyLearn More in the Podcast EpisodeBook A Strategy Call Legacy Planning for Families is More Than Paperwork When most people hear "legacy planning for families," their minds jump straight to legal documents, trusts, and spreadsheets. But the truth is, your legacy isn't built by lawyers alone. It's not just about asset protection or tax strategy. As we learned from our client Shannon on the Money Advantage Podcast, the real work of legacy planning is deeply human. It's about putting into words what matters most. It's about facing the hard questions that too often get avoided. And it's about making decisions now that reflect not just your net worth, but your heart. In this blog, we're sharing the real-life story of Shannon and her family. You'll walk through their experience of legacy planning with the Seven Generations Legacy coaching program, and come away with: A clear definition of what legacy planning for families actually involves A step-by-step account of how to design a plan that aligns money with mission A framework for engaging adult children in meaningful, productive ways Insight into why emotional clarity is just as important as financial clarity And encouragement to start your own journey before it's too late Because this kind of work doesn't just benefit your kids when you're gone. It changes the way your family lives together today. Starting the Journey: A Shared Dream, Two Different Priorities When Shannon and David began this journey, they were on the same team but holding different blueprints. David's background, having grown up with limited financial resources, made it important for him to build a financial legacy. For him, the goal was protection and provision. He wanted to pass along what he had worked so hard to build. Shannon's focus was more relational. She wanted to ensure their kids had emotional security and that nothing about th...

What does it really take to build integrated wealth, not just for yourself, but for generations to come?In this episode, I sit down with Big Mike to share my journey; from growing up on a Nebraska farm to building a multimillion-dollar empire in real estate, oil & gas, and business. I reveal how I unlocked long-term financial freedom through Integrated Wealth Systems.You'll hear the behind-the-scenes of my journey from Chevron contractor to cash flow game distributor, real estate syndicator, and finally the founder of a 25-year wealth coaching community known as The Big Table. Listen in as I break down how I helps high-income individuals and entrepreneurs reduce taxes, plan their legacy, and invest smarter, with a strong focus on due diligence and family inclusion.Whether you're a business owner, real estate investor, or just someone who wants to keep more of what you make, this episode will expand your thinking on how to build, protect, and pass on wealth.Loral's Takeaways:Loral Langemeier's Background and Early Career (00:00)Transition to Real Estate and Rich Dad, Poor Dad (01:43)Expansion into Real Estate Tours and Millionaire Maker (03:06)Diversification and Business Development (05:58)Integrated Wealth Systems and Legacy Planning (08:48)Investment Strategies and Market Insights (13:29)Advice for Investors and Business Owners (19:26)Resources and Recommendations (27:28)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store:

Send us a textGo behind the scenes with Camille Homsier, CEO of a $B+ global family office, and a powerhouse panel of family office leaders from New York, LA, Chicago, and Dubai. Recorded live at the Hawaii Family Office Retreat, this candid conversation explores how the ultra-wealthy are navigating global volatility, investing in private markets, and building legacies through real estate, private credit, and venture capital.Topics include:100% alternative portfoliosReal estate as a foundation for wealthESG and impact investing from the GCC perspectiveBuilding long-term family continuityHow to structure for resilience in unpredictable times

Legacy planning is about more than what you leave behind. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and on this episode, they discuss how putting off a legacy plan or simply not communicating about the transfer of wealth can prove costly to future generations.Visit UnleashYourMoney.com to request your complimentary Portfolio X-ray! Call 404-640-5511 to schedule your time to speak with the Hoffman Financial Group.

Sara Celotto is a strategic operator and Fractional COO who helps creators, founders, and small businesses turn vision into structure and structure into results. With an extensive background in operations, law, business strategy, and systems building, she's known for creating the foundation that makes sustainable growth possible.Sara spent over a decade working in the legal industry, where she led legal operations and supported business, estate, real estate, and probate matters in high-growth law firms. Today, she advises creators, agencies, and founder-led companies on operations, marketing, hiring, monetization, and long-term planning. Beyond her client work, Sara curates a monthly Substack featuring in-person NYC events for creators and those building around them. She also speaks regularly on the often overlooked side of entrepreneurship, from systems and tax readiness to succession and legacy planning.Raised by a single mom who owned and ran a business while battling cancer, Sara brings heart, clarity, and grit to everything she does. She's a proud twin mom, a trusted partner to visionary leaders, and a firm believer that freedom starts with a strong foundation.Website: The Vision Catalyst

In this episode of Building The Billion Dollar Business, Ray Sclafani uncovers surprising sales wisdom from none other than Mark Twain. Drawing from Twain's groundbreaking campaign to publish and promote Ulysses S. Grant's memoirs, Ray reveals timeless lessons for financial advisors on purpose-driven client acquisition. He shares how leading with purpose, telling powerful stories, equipping advocates, and being radically transparent can transform the way advisors connect with and grow their client base. The episode wraps with thought-provoking coaching questions designed to help advisory teams reflect, reimagine their approach, and deepen long-term client relationships.Key TakeawaysCrafting a narrative helps clients see their own stories.Equipping advocates is crucial for effective client acquisition.Twain's campaign was about preserving a legacy, not just selling books.Advisors should focus on the emotional impact of their services.Stories resonate more than mere statistics in client communications.Purpose-driven approaches can transform client acquisition strategies.For more information click here to visit the Best in the Business Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereShould you pull your corporate cash into your RRSP—or let it grow inside your company?If you've sold your business or have a chunk of money trapped in a corporation, you're probably wondering: what's the smartest way to grow and eventually access that wealth? Should you protect it from taxes now, or maximize flexibility for future business moves and personal spending? This episode unpacks the tough choices entrepreneurs face when shifting from business owner to solopreneur.Understand when investing inside your corporation beats funneling funds into an RRSP—and when it doesn't.Learn how to avoid locking up your wealth in ways that limit your future plans, whether it's buying real estate, funding retirement, or starting a new venture.Get a clear, practical framework for deciding how to split your money between corporate investments and personal retirement savings.Press play now to stop guessing and start building a tax-smart wealth plan that fits your next chapter.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Building long-term wealth in Canada requires more than just saving—it demands a clear financial vision and smart strategies across your financial buckets. Whether you're a Canadian entrepreneur navigating salary vs. dividends decisions, or a business owner seeking corporate wealth planning insights, balancing personal vs. corporate tax planning is key. With a focus on RRSP optimization, tax-efficient investing, and capital gains strategies, your financial plan should align with your goals for financial freedom in Canada and early retirement. From managing corporate wealth and optimizing RRSP room to creating diversification through real estate investing Canada and passive income Ready to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

In this episode, host Rob Wermuth sits down with Zane Tarence, Managing Director at Founders Advisors, investment banker, and author of 17 Reasons Your Company's Not Investment Grade and What to Do About It.  With over 25 years of experience and more than 85 successful deals closed, Zane brings a candid perspective to today's business sales environment. He and Rob cover the shifting landscape as Baby Boomer owners prepare to exit, the growing role of private equity, and how AI is influencing the M&A process.  From identifying what makes a company truly “investment grade” to outlining key steps that help drive value, Zane offers practical insights for founders, advisors, and anyone thinking about succession. Tune in for a high-impact conversation that highlights what it really takes to build and sell a business the smart way. ​​ ______________​​______________​​  Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Legacy Planning offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Legacy Planning is owned by HUB International. HUB and Commonwealth are separate and unrelated entities.

From humble beginnings as a Nebraska farm girl to becoming a millionaire mentor, Loral, joins host Chris Naugle on The Money School Podcast to share how she built an empire that's helped over 10,000 entrepreneurs secure their futures through smart investing, tax strategy, and family-focused legacy wealth planning.They dive into the truth about trusts, breaking down the critical role of structure and language in making sure your wealth lasts generations. You'll hear about Loral's “I'm Dead. Now What?” legacy document, how she set up Roth IRAs for her kids from birth, and her method of training the next generation to borrow from, not burn through, family money.Throughout the conversation, Loral emphasizes that legacy wealth planning isn't just about money, it's about values, vision, and the systems you put in place while you're still alive because whether you're rich or just getting started, legacy wealth planning begins with education, intention, and action.Loral's Takeaways:Career Transition and Current Focus (01:35)Challenges of Being a Road Warrior (02:51)Journey to Becoming a Millionaire Maker (05:46)Transition to Entrepreneurship and Real Estate (08:51)Importance of Trusts and Legacy Planning (11:25)Challenges of Trust Implementation (40:29)Legacy and Family Education (40:45)Economic Challenges and Financial Strategies (40:57)Meet Chris Naugle:From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be.His success and national acclaim have come in large part to what he's learned first-hand from seeking a better way to wealth creation and preservation than he learned growing up.Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is currently founder of The Money School™, and Money Mentor for The Money Multiplier.His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions.As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works.Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans delivering the financial knowledge that fuels lasting freedom.From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be.His success and national acclaim have come in large part to what he's learned first-hand from seeking a better way to wealth creation and preservation than he learned growing up.Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is currently founder of The Money School™, and Money Mentor for The Money Multiplier.His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions.As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works.Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans delivering the financial knowledge that fuels lasting freedom.Connect with Chris:

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereWhat if the key to unlocking your next financial breakthrough isn't the plan itself—but who's with you along the way?Too many entrepreneurs and investors try to build wealth in isolation, only to stall out when uncertainty hits. But history—and your own financial future—show that the most successful journeys are rarely solo. Whether you're navigating corporate wealth strategies or personal investing, having the right guide and proven pathway changes everything.In this episode, you'll discover:Why every financial success story—business or personal—starts with finding the right partners and coaches.How to identify and follow a proven wealth-building pathway while customizing it for your unique goals.Real-world strategies, like leveraging your corporate wealth through whole life insurance, to unlock new investment opportunitiesPress play now and learn how to stop guessing and start building your wealth with clarity, confidence, and the right partners by your side.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Achieving financial freedom in Canada requires more than just saving—it takes strategic partnerships, expert guides, and a clear financial vision. Whether you're a Canadian entrepreneur focused on corporate wealth planning or an investor exploring real estate investing in Canada, building long-term wealth starts with collaboration and proven pathways. Through coaching, teamwork, and tailored financial planning, you can master tax-efficient investing, optimize RRSP room, and balance salary vs dividends for maximum business success. Learn how financial buckets, passive income planning, and capital gains strategies fit into your modest lifestyle wealth or early retirement stratReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

In this episode, you'll learn:How Peter transitioned from a legal career to wealth management through an unexpected opportunityThe importance of building strong client relationships and trust over timeWhy entrepreneurs should focus on long-term wealth building, not just incomeTwo of the most powerful ways to build wealth: starting a business and legally reducing taxesThe impact of proper business structure and tax strategy (e.g., S-Corp vs. W-2 income)Foundational elements for asset protection and legacy planning, including insurance and estate documentsWhy having a clearly defined “ideal life” matters more than chasing a financial numberHow the EOS (Entrepreneurial Operating System) framework can help scale and structure a businessThe importance of building a company that can operate independently of the founderWhy successful entrepreneurs emphasize delegation, focus, and doing only what moves the needleDaily health and reflection habits Peter uses to stay energized and alignedThe value of unplugged time, especially for thinking, walking, and long-term vision clarityInsights from working with ultra-wealthy clients and what truly sets them apartThe MIT (Most Important Thing) method to eliminate distraction and stay focusedHow personal passions like reading, music, and hiking contribute to long-term success Connect with Peter CulverPhone: (917) 697-4156Website: www.wealththrive.com This episode is NOT sponsored. Some product links are affiliate links, meaning we'll receive a small commission if you buy something.===========================⚡️PODCAST: Subscribe to our podcast here ➡ https://elevatemedia.buzzsprout.com/⚡️Need post-recording video production help? Let's chat ➡ https://calendly.com/elevate-media-group/application⚡️For Support inquires or Business inquiries, please email us at ➡︎ support@elevate-media-group.comOur mission here at Elevate Media is to help purpose-driven entrepreneurs elevate their brands and make an impact through the power of video podcasting.Disclaimer: Please see the link for our disclaimer policy for all our episodes or videos on the Elevate Media and Elevate Media Podcast YouTube channels. https://elevatemediastudios.com/disclaimer