Podcast appearances and mentions of legacy planning

Send us a textIn this episode, we explore the importance of communication across generations within family offices. Uli shares his experience of managing multi-generational communication through biannual family governance retreats, creating an environment that fosters open dialogue and alignment. He emphasizes the significance of both financial and emotional resources in ensuring smooth generational transitions. Similarly, another guest reflects on how their family office has been shaped by years of open communication, with a strong focus on financial literacy, health, and wellness for younger generations. The discussion dives deep into the evolving dynamics of family communication and the crucial role it plays in sustaining family legacies and wealth.

Retirement isn't just about your finances—it's about designing a life you love.  In this episode, Joe Curry and Lindsay Wilson break down the 7 key pillars of a fulfilling retirement, with a focus on the three most essential: your financial foundation, your health, and your lifestyle. This is your practical guide to planning retirement with purpose—so you don't just coast through retirement, but thrive in it. What You'll Learn: ✅ Why financial planning is the foundation of retirement freedom ✅ How to protect and extend your health span, not just your lifespan ✅ How to design a lifestyle aligned with your values and goals Check out the show notes for EP 142 HERE

GET YOUR SHIT TOGETHER WITH LIFE INSURANCEEver feel like those insurance salesmen are just vultures picking at your wallet? I used to BE one of those guys - and yeah, it was sleazy as hell.But here's the raw truth: you NEED life insurance, and you're bullshitting yourself with every excuse not to get it.In this no-holds-barred episode, I'm calling out every weak excuse:"I'm too young" - Bullshit. It's CHEAPER when you're young."I don't have anyone to leave it to" - You don't know what the future holds."I'm too broke/too rich" - Neither is true.For my Black and Brown families especially - this isn't just protection, it's our shot at building GENERATIONAL WEALTH.Why are we dropping $350 on Jordans but hoping a GoFundMe goes viral enough to bury our loved ones?Term, whole life, universal - I break down the options without the sales pitch. The ultra-wealthy use these tools for tax strategies and income - not just death benefits.Get off your ass and secure your family's future. Real wealth starts with real protection.Watch the full episode: https://youtu.be/9GpdtAyTg0oFor more unfiltered financial truth, visit nobswealth.comWelcome to the No BS Wealth Podcast with Stoy Hall, your candid guide to financial clarity. In our third year, we're spicing things up by enhancing community ties and bringing you straight, no-fluff financial insights. Connect with us on NoBSWealthPodcast.com, and follow Stoy on social media for the latest episodes and expert discussions. Tune in, join the conversation, and transform your financial journey with us—no BS!As always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.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 hereAre you leveraging your assets the smart way here in Canada—or making it harder than it needs to be?Many Canadian business owners and investors have both corporate and personal assets—but few truly understand how to use leverage strategically across those borders. Whether you're planning for retirement, managing cash flow, or thinking about your legacy, the way you borrow and use leverage matters. In this episode, Kyle Pearce and Jon Orr break down real-life scenarios—including a case study with seasoned real estate investors—to reveal where people often go wrong with leveraging their assets, and how to shift from over-complication to clarity and control.Here's what you'll learn in this episode:The difference between easy leverage and hard leverage—and why simpler is often smarter.How to structure your assets so you can borrow without triggering unnecessary taxes.Why a properly positioned permanent insurance policy can unlock flexibility, boost legacy planning, and provide peace of mind when leveraging your assets.Hit play now to learn how to use leverage with intention and build a wealth plan that supports both your lifestyle and your legacy.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.As a Canadian entrepreneur, mastering your corporate structure optimization isn't just smart—it's essential for building long-term wealth in Canada. Whether you're juggling salary vs dividends, navigating personal vs corporate tax planning, or trying to squeeze the most from your RRSP tax savings, the key is a cohesive strategy. By leveraging corporate assets and integrating tools like insurance policies, the Smith Maneuver, and a smart investment bucket strategy, you can optimize cReady 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.

Navigating PCS Chaos, Saving Money, and Finding Adventure! PCSing is a constant in military life, often bringing stress, extra costs, and confusion. But it doesn't have to be a nightmare! In this episode, we dive deep into practical tips and strategies to help you survive your next Permanent Change of Station (PCS), save money, and maybe even make it an adventure. We cover everything from getting your paperwork in order to leveraging financial benefits and preparing your family for the journey. In this episode, we discuss key strategies for managing your PCS: Getting Organized & Paperwork: The importance of physical binders and electronic backups for documents. Tips for outprocessing checklists and hand-carrying essential items like orders, Power of Attorneys, birth certificates, passports, and social security cards. Keep vital documents separate from movers. Financially Preparing: The crucial need to start saving cash early for unreimbursed expenses. Access to liquid money helps with stress management and avoiding debt. Cutting expenses is the first step to saving. Understanding Financial Benefits: Dislocation Allowance (DLA): An entitlement can be taken as an advance upfront (not a loan). Rates vary by pay grade and dependents (e.g., O-5 w/ dependents $5,339, E-4 w/ dependents $3,400 in 2025).  PCS Pay Advance: Option for up to one month's base pay, interest-free, paid back over 12 months. A tool for necessary situations, better than high-interest loans. Moving Your Stuff (HHG government move vs. PPM): Options include full government shipment (through TMO) or the Personally Procured Move (PPM). A partial PPM is recommended for conus moves to get paid for weight in your car. A full PPM offers significant profit potential by paying you the government's cost (examples mentioned: Jamie's $14,000 profit in 2023, and potential $10,000 profit in 2025). Challenge misinformation about PPM rules by referencing the JTR. Temporary Living Expenses (TLE) & Temporary Living Allowance (TLA): TLE (CONUS to CONUS, CONUS to OCONUS, or OCONUS to CONUS variants): Max $290/day, limited to 21 days, can be split between old and new PDS. Can be used for M&IE even when staying with family/friends. TLA (OCONUS): Up to 60 days upon arrival, 10 days upon departure. Covers lodging plus M&IE. Reference the JTR due to common misinformation. Prioritize minimizing stress over maximizing per diem. Preparing Your Family: Frame the move as an adventure. Acknowledge feelings (sadness, excitement) for everyone. Involve older kids in packing. Remember it's a team effort. Decluttering: Less stuff makes moving easier, especially with PPM. Reduces mental stress. Try methods like the hanger trick, Marie Kondo ("spark joy"), or the "poop test" for toys. Holding a garage sale can generate extra cash. Smart Travel & Leave: Explore circuitous travel or taking leave en route by getting it on your orders. PCS is a prime opportunity to take leave between assignments. Can take leave before departing or upon arrival. Understand BH timing. Inventory & Support: Video and photograph your belongings for inventory in case of loss or damage. You are not alone. Lean on your support network, friends, family, or sponsor for help. Links Mentioned: DFAS website for TLE details  DTMO website for TLA details Joint Travel Regulations (JTR), Your ultimate (source document) guide for entitlements Kate Horrell's PCS checklists Previous Podcast Episode on the $14k PPM Profit Article about Circuitous Travel  Podcast episode about Circuitous Travel Podcast episode about Legacy Planning for Military Families For a limited time, Spencer is offering one-on-one Military Money Mentor sessions! Get your personal military money and investing questions answered in a confidential coaching call. Our new TSP course is live! Check out the Confident TSP Investing course at militarymoneymanual.com/tsp to learn all about the Thrift Savings Plan and strategies for growing your wealth while in the military. Use promo code "podcast24" for $50 off. Plus, for every course sold, we'll donate one course to an E-4 or below- for FREE! If you have a question you would like us to answer on the podcast, please reach out on instagram.com/militarymoneymanual or email podcast@militarymoneymanual.com. If you want to maximize your military paycheck, check out Spencer's 5 star rated book The Military Money Manual: A Practical Guide to Financial Freedom on Amazon or at shop.militarymoneymanual.com. I also offer a 100% free course on military travel hacking and getting annual fee waived credit cards, like The Platinum Card® from American Express, the American Express® Gold Card, and the Chase Sapphire Reserve® Card in my Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3. Learn how to get your annual fees waived on premium credit cards from American Express in the Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3. The Platinum Card® from American Express and the American Express® Gold Card waive the annual fee for active duty military servicemembers, including Guard and Reserve on active orders over 30 days. The annual fees on all personal Amex cards are also waived for military spouses married to active duty troops.

Send us a textEmpowering Women Through Financial Confidence with Abbe LargeIn this empowering episode of The Good Enough Mompreneur Podcast, host Angela Masciulli sits down with Abbe Large, Managing Director at Lennox Advisors, who brings over 30 years of financial expertise to the table. Abbe is on a mission to help women break through financial fear, gain clarity, and confidently build a legacy that matters.Together, they dive deep into money mindset, long-term financial planning, and how mompreneurs can shift from fear-based decisions to empowered action—no matter their income or current financial literacy. Whether you've avoided talking about money or you're ready to plan for your family's future, this episode is your wake-up call.

In this week's episode of Winning at Life, Gregory Ricks is joined by CPA Jude Heath for a deep dive into smart tax planning strategies for 2025 and beyond. From surviving correction notice season to maximizing Roth conversions, Jude brings insider insights fresh off the heels of a hectic tax season. Plus, they unpack the latest on proposed “MAGA” savings accounts for kids, creative legacy planning ideas, and the surprising potential for a Pope to file a U.S. tax return. For LIVE financial news talk radio, tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmWBRP-107.3 FM Baton Rouge - 11 am - 1 pmORFor financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/

Retirement And Legacy Planning To Supersize Your Business! Check in here every day for a dose of different business building perspective: https://facebook.com/supersizebusiness #supersizeyourbusiness #financial #retirementplanning #legacyplanning

Retirement And Legacy Planning To Supersize Your Business! Check in here every day for a dose of different business building perspective: https://facebook.com/supersizebusiness #supersizeyourbusiness #financial #retirementplanning #legacyplanning

You've worked your whole life to build something that lasts. But what happens after you're gone? Too many people avoid that question until it's too late. Because here's the thing: your legacy is too important to put off till later. If you're not intentional, you'll leave your family with chaos and confusion. Legacy doesn't happen by accident. Trust structures are not magic documents. They're only as good as the strategy behind them. In today's episode, we're diving deep into how to build a legacy that doesn't just pass on wealth, it passes on wisdom, protection, and purpose. And no one knows that better than Loral Langmeier. She's not just a six-time New York Times bestselling author or the CEO of Integrated Wealth Systems. She's “The Millionaire Maker”, and she's helped over 10,000 people build generational wealth through real estate, business, and smart financial systems. Now, Loral is opening up her playbook on trusts, legacy planning, and how to protect your hard-earned assets from taxes, probate, and family drama. How do you make sure your heirs won't inherit a mess? How do you leave them with an organized system of planning and wealth? We break down the biggest myths around estate planning, why most trusts fail, and how to create one that lives on for generations.    Things You'll Learn In This Episode  -The “legacy planning lie” most families fall for A trust isn't a magic wand. What do you really need to include to protect your heirs from chaos, taxes, and lawsuits? -How to make your kids millionaires—without spoiling them Many kids mismanage their inheritance because they don't have the skills to maintain it. How do we start teaching kids about business, responsibility, and wealth from the time they're toddlers? -What's coming in the economy (and how to prepare) Why record-high debt and rising delinquencies are just the beginning, and how to position yourself to profit from the downturn. -The five experts every wealthy family needs A will isn't enough. Laurel reveals the power team behind every airtight estate plan, and the #1 mistake most people make when hiring them.   Guest Bio Loral Langemeier is a money expert, international speaker, entrepreneurial thought leader, and best-selling author of five books who is on a relentless mission to change the conversation about money and empower people around the world to become millionaires. To learn more, follow @askloral on Instagram and visit https://askloral.com/podcast to get Loral's free gifts.      About Your Host  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. 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.     Check out this episode on our website, Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm so our show reaches more people. Thank you!   

As life expectancy increases, so do the financial challenges of retirement. In this insightful episode of the Senior Matters Podcast, host and estate planning attorney Mark E. Wight sits down with fiduciary advisor Scott Summerlin of Starlifter Wealth Management to unpack the new financial realities facing today's retirees. The conversation begins with a striking shift in retirement demographics—retirees in the 1970s lived to about 71. Today, a healthy 65-year-old woman can expect to live to 85 or longer. That's 20+ years of retirement, and without the right planning, inflation and taxes can steadily erode retirement savings. Scott explores how healthcare and long-term care costs are among the biggest threats to retirement. While Medicare covers many health needs, long-term care requires separate planning. Scott urges listeners to plan at least 10 years in advance due to Medicaid and Medicare look-back periods, especially since healthier individuals have more options in their 60s. The conversation also addresses how the financial industry has evolved, with long-term care insurance shifting from expensive, use-it-or-lose-it policies to hybrid options embedded in annuities or life insurance. These changes offer more value and flexibility to today's retirees. Scott then tackles market volatility, explaining how a once-manageable 5% withdrawal rate can spike to 8% in a downturn, leading to rapid portfolio depletion. With examples like a $1M nest egg dropping to $600K, Scott illustrates how volatility can directly affect lifestyle—and why retirees need certainty-focused investments such as bonds and annuities. Listeners will also learn how mainstream financial news often misleads by focusing solely on the stock market. Scott recommends a more balanced strategy that includes fixed-income products and a long-term outlook. Finally, Scott offers guidance on finding the right financial advisor, suggesting listeners lean on trusted professionals like estate attorneys and CPAs, and always verify credentials through FINRA's Broker Check.

In this episode, host Rob Wermuth sits down with Dirk Simpson, a seasoned attorney and Partner at Royer Cooper Cohen Braunfeld LLC, for a practical and insightful look at the challenges and opportunities facing business owners and families planning for the future. They unpack what it really means to start early when it comes to succession planning, break down the role of trusts and gifting strategies, and explore how recapitalization can fit into a broader long-term wealth plan. Whether you're thinking about selling a business, transferring wealth, or simply making sure your assets reflect your family's values, this episode is packed with real-world examples and thoughtful takeaways to help guide the journey. ​​______________​​______________​​ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380  610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. 

“Most peoples' understanding of life insurance comes from someone else's misunderstanding”Bad inputs lead to bad outputs. For many people, bad input stems from Dave Ramsey. In this episode, we provide a thorough analysis of Dave Ramsey's erroneous claims about whole life insurance, addressing fundamental flaws in his understanding of the concept of cash value. The discussion centers on a recent Dave Ramsey Show clip where he dismisses whole life insurance as a poor financial tool, providing blanket financial advice without a single exploratory question about the caller's personal situation.Hans and Brian methodically break down each of Ramsey's claims, offering point-by-point rebuttals backed by real-world illustrations and actuarial principles. They explore how a proper understanding of insurance mechanics reveals a very different picture than what Ramsey presents to his audience.Through detailed policy illustrations and clear explanations, the episode demonstrates why whole life insurance is an invaluable financial tool when properly understood and structured, especially for those interested in multi-generational wealth planning.The Cash Value Misconception: The fundamental understanding of cash value presented by Dave Ramsey is fatally flawed. The episode explains that cash value is not a separate savings account that the insurance company "keeps" upon death, but rather the net present value of your future death benefit.Real Policy Illustrations: An actual policy illustration debunks the claim that "they keep your cash value when you die." The example shows how a policyholder can withdraw significantly more than they contributed while still maintaining a substantial death benefit for their heirs.The Value Beyond Rate of Return: The narrow focus on rate of return when evaluating whole life insurance misses the point. Not only is Dave's internal rate of return analysis demonstrably wrong, but it ignores numerous other returns and valuable contractual rights inherent to the whole life contract.Legacy Planning vs. Self-Focus: A multi-generational wealth approach contrasts with a more limited retirement-focused perspective, highlighting how properly structured life insurance can ensure wealth transfers efficiently across generations rather than forcing each new generation to "start over."▶️Chapters:00:00 - Welcome to Remnant Finance01:00 - Life Updates and Moving Challenges 04:00 - Dave Ramsey's Take on Whole Life Insurance 08:00 - Analyzing Term vs. Whole Life Cost Comparison 12:00 - Debunking Dave's Cash Value Claims 17:00 - Misunderstanding Cash Value as a Separate Account25:00 - Explaining What Cash Value Actually Is 31:00 - Using the "Altitude" Analogy for Cash Value 42:0 - Illustration of Actual Policy Performance 49:00 - Legacy Planning vs. Self-Focused Retirement 55:00 - Compensation Models: Commissions vs. Asset Management Fees 01:02:00 - Dave's Lack of Understanding About Infinite Banking 01:09:00 - Final Thoughts on Making Informed Financial DecisionsGot Questions? Reach out to us at info@remnantfinance.com or book a call here!⁠Visit https://remnantfinance.com for more informationFOLLOW REMNANT FINANCEYoutube: @RemnantFinance (https://www.youtube.com/@RemnantFinance)Facebook: @remnantfinance (https://www.facebook.com/profile?id=61560694316588)Twitter: @remnantfinance (https://x.com/remnantfinance)TikTok: @RemnantFinance Don't forget to hit LIKE and SUBSCRIBE

In this episode of WealthTalk, Christian Rodwell is joined by Anthony Bailey-Grice, Managing Director of LNPG, the UK's largest buying group exclusively for private landlords. Anthony shares the origin story of LNPG, born from the challenges private landlords face when trying to secure fair pricing and high-quality products, and how the company has grown into a powerful resource for landlords seeking better margins and stronger supplier relationships.Anthony explains how LNPG leverages contract pricing to unlock exclusive savings, why a tiered membership model supports landlords at every stage, and the importance of recurring income in building a sustainable business. He also highlights how onboarding and education—through monthly webinars and a thriving Facebook community—play a crucial role in helping members maximise the value of their membership.Whether you're a seasoned landlord or just starting out, this episode offers a behind-the-scenes look at how LNPG empowers its members with access, knowledge, and a supportive community—ultimately helping landlords save money, improve their properties, and grow their portfolios with confidence.Tune in to discover how LNPG is reshaping the landlord experience through collaboration, quality, and smarter buying power.Resources Mentioned In This Episode: >> LNPG [WEBSITE]>> LNPG [FACEBOOK GROUP]>> LNPG's monthly Non-Members Webinar>> Recommended PaintNext Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community >> Schedule a 1:1 call with one of our team >> Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

Retirees can save thousands in taxes by strategically planning their Required Minimum Distributions (RMDs). Frankie Guida highlights the impact of RMDs on retirement savings and the potential for tax-efficient legacy planning through strategies like Roth conversions. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

In this episode of The Art of Money, Christian McPherson discusses various aspects of financial planning, including the legacy of the McPherson Financial Group, the intricacies of Roth conversions, the importance of Social Security, and the polarizing views on annuities. He emphasizes the need for a holistic approach to financial planning, addressing common regrets of retirees and the significance of understanding fees and debt management in retirement. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Lawrence Kiely and Samantha Nash explain the complexities of tax planning, particularly focusing on the differences between tax strategies during working years and retirement. They highlight the importance of proactive tax planning, the implications of Roth conversions, and the impact of required minimum distributions (RMDs) on retirement savings. The discussion also touches on the government's approach to taxation and the significance of strategic planning for future generations. Want to begin building your retirement plan? Schedule a call with us here:

Ever wondered how retirement planning is like picking the perfect avocado? Certified Financial Planner Mike Douglas explores the balance between enjoying life now and saving for the future. It emphasizes the importance of making the most out of healthy years and not delaying gratification too much, while also ensuring financial security for later years. Mike discusses how to plan a fulfilling retirement and avoid common pitfalls like running out of money or missing out on experiences due to poor health. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

If you want to preserve family harmony after you are gone, you need to have a legacy plan. We talk about the importance and the details you will need to know.

In this episode, Dr. Preston Cherry opens up the conversation Gen X needs to have—with their parents and grandparents. From healthcare decisions to family legacies, it's time to stop avoiding the tough talks and start planning with heart and clarity. Dr. Cherry shares how to begin these discussions, what documents matter most, and why talking now can save a lot of confusion later. It's not just about the money—it's about meaning, values, and dignity.Takeaways:• Start the Talk Early• Plan with Purpose• Protect Family Legacy• Secure Long-Term Care• Keep Dignity IntactWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/

This week on Beyond The Money, Jackie Campbell discusses the importance of using turn signals while driving as a metaphor for planning in retirement. The conversation transitions into creating a retirement roadmap, understanding income streams, and the role of annuities in financial planning. Jackie emphasizes the significance of setting clear financial goals and addressing market risks while tailoring financial plans to individual needs. 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.

In this episode of WealthTalk, we're joined by Jay Papasan, bestselling co-author of The One Thing, who reveals how mastering focus and embracing fear can be powerful drivers of success in business and life. With host Christian Rodwell, Jay shares his journey from being a book editor to building wealth as an entrepreneur, and how shifting his mindset was the first step towards lasting transformation.Jay explains how fear is often a signal pointing us toward growth and opportunity, and why learning to focus on just “one thing” can create extraordinary results. He dives into the core concepts behind his book, including the importance of clarity, daily discipline, and aligning your actions with your highest priority. Along the way, he opens up about the real challenges of entrepreneurship, the role of willpower and habit-building, and how integrity and mentorship played pivotal roles in his own success.This episode is packed with practical advice for anyone on the entrepreneurial path—whether you're feeling overwhelmed by too many choices, unsure where to start, or struggling to maintain momentum. Jay's insights will help you cut through the noise, take focused action, and build a business and life with purpose.Tune in now to discover how fear, when met with clarity and courage, can become your greatest ally on the journey to wealth and fulfilment.Resources Mentioned In This Episode: Next Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community >> Schedule a 1:1 call with one of our team >> Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

Vanessa N. Martinez is the CEO of Expressive Wealth, an RIA based out of Chicago that oversees $135 million in assets under management for approximately 70 client households, including 10 ‘core' ultra-high-net-worth families. What's unique about Vanessa is how her firm goes beyond traditional estate planning to help high-net-worth clients engage in in-depth legacy planning. This approach ensures clients pass down not just their assets, but also the values and principles that helped them build their wealth. Listen in as Vanessa shares how she guides clients through a multi-meeting discovery process to clarify their estate and legacy plans and articulate the family values they want to pass on, encouraging them to document these legacies to avoid future misunderstandings. She also explains how her deep involvement in clients' lives, along with neighborhood-based client events, helps foster strong relationships and organic referrals. Vanessa also discusses the unique role of her firm's Chief Clinical Officer in facilitating family legacy conversations and how legacy planning allows clients to pass down not just wealth, but the emotional and intellectual values that shaped it. For show notes and more visit: https://www.kitces.com/434

In this episode of Beyond the Money, Jackie Campbell discusses the importance of having a comprehensive retirement plan, referred to as the 'retirement map.' She emphasizes the need for strategic planning in retirement, including budgeting, tax efficiency, and managing multiple retirement accounts. Jackie also addresses the challenges of financially supporting adult children and the importance of setting boundaries to protect one's own financial future. The conversation highlights the need for intentionality in financial decisions and the significance of planning ahead to ensure a secure retirement. 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.

On this episode of the Jake and Gino podcast, we're joined by the legendary M.C. Laubscher – founder of Producers Wealth and host of the globally renowned Cashflow Ninja podcast. With over 1,000 episodes under his belt and financial strategies that have reached over seven million people, M.C. is redefining how entrepreneurs think about money, family, and long-term wealth.In this conversation, M.C. breaks down:- Why alternative assets like real estate and gold aren't really "alternative" at all - The five foundational pillars of a family office (yes, even if you're not a Rockefeller!) - How to think generationally about wealth with tools like family banks, legacy assets, and masterminds - Why most people are still making Wall Street-level mistakes in the private investment world - How to get started building your own family financial blueprint—even without millions in the bank If you're ready to ditch the noise, gain control of your capital, and build a legacy that lasts, this is a must-watch (or must-listen). Plus, we have some fun talking NFTs, meme coins, and how Jake still gets FOMO over Trump Coin.Get M.C.'s book Get Wealthy For Sure: https://getwealthyforsure.com—Chapters: 00:00 - Introduction  01:39 - M.C.'s Backstory  05:04 - What Went Wrong After 2008 and How People Repeated Mistakes  06:06 - What is "Alternative Investing" and Why It's Misbranded  09:35 - How the Market Changed After 2022: Interest Rates & Risk  12:58 - Demystifying the Family Office: Mindset Over Millions  28:49 - Meme Coins, NFTs, and Investing for 100 Years  32:00 - Teaching Kids Financial Literacy Through Play and Mentorship  36:01 - Where M.C. is Investing in 2025: Data Centers, Warehouses, Oil  42:22 - Multifamily Strategy in the Current Market Cycle  46:50 - 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, we delve into how elderhood offers a unique spiritual opportunity to reflect on one's spiritual bucket list and identity beyond profession and family roles. Our discussion also covers the spiritual practice of preparing for the end of life, including planned giving and legacy planning within the church. We explore the importance of advanced directives, funeral planning, and the creation of a comprehensive guide to aid individuals and families in navigating these pivotal decisions. Additionally, the video touches on a new program at St. Mary's during Lent titled 'Leave A Legacy,' which educates congregants on medical and spiritual concerns, legal and financial considerations, probate processes, and estate planning. Viewers are encouraged to think deeply about their spiritual and financial legacies and the importance of their contributions to the future of the church community. 00:00 Introduction to Elderhood and Spiritual Bucket Lists 00:48 Spiritual Practice and End-of-Life Preparation 01:24 Legacy Planning and Financial Gifts 04:06 Funeral Planning and Personal Preferences 10:45 Lenten Program: Leave A Legacy 17:34 Diocesan Support and Future Planning 21:36 Conclusion and Final Thoughts

In this episode of WealthTalk, we're joined by Raj Beri, a former scientist turned full-time property investor, who reveals how he built a successful portfolio using innovative strategies—including the Local Housing Allowance (LHA) model) to maximise rental income. With hosts Christian Rodwell and Kevin Whelan, Raj unpacks the complexities of navigating housing benefit tenants, government regulations, and tenant relationships, while debunking common myths that deter many investors from exploring this path.Raj shares the ups and downs of leaving behind a stable career, the importance of having a financial safety net, and how mentorship and community support have been key pillars in his property journey. He speaks candidly about the challenges of tenant management, the need for adaptability in an ever-changing market, and how leveraging his corporate skills helped him become a more effective landlord and investor.The episode also highlights Raj's belief that anyone can succeed in property with the right mindset, education, and support. Whether you're just getting started or looking to expand your strategy, this conversation offers practical insights into achieving long-term wealth through property.This episode is essential listening for aspiring and experienced property investors alike—especially those curious about high-cashflow models, buy-to-let, HMOs, and building resilience in the face of regulatory change.Tune in now to learn how Raj Beri transformed his life through property investment—and how you can too.Resources Mentioned In This Episode: >> Raj Beri [LinkedIn]>> Raj Beri [Website]>> Brand New! Wheel of WealthNext Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community >> Schedule a 1:1 call with one of our team >> Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

In this episode, Tom McCullough, co-founder, chairman and CEO of Northwood Family Office, joins Francesco to discuss the evolution of family offices, the challenges faced by wealthy families, and the importance of preparing both parents and children for wealth transition. He emphasizes the need for integrated advice and the emotional aspects of wealth management, providing insights into how families can navigate these complexities for better outcomes. Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternational • https://veritage.ca    

In this episode of Charleston's Retirement Coach, Brandon Bowen discusses the challenges faced by widows and divorcees in financial planning, the impact of market volatility on retirement savings, and the emotional responses that can arise during uncertain times. He emphasizes the importance of having a solid income-focused retirement plan and encourages listeners to seek second opinions on their financial strategies. The conversation also touches on legacy planning and the need for timely financial decisions to avoid regrets later in life. 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.

In this episode of Beer and Money, Ryan Burklo discusses essential aspects of retirement planning, focusing on cash flow, taxation, and the risks associated with relying solely on market returns. He emphasizes the importance of setting up a flexible balance sheet to ensure financial security in retirement, while also addressing legacy objectives and minimizing tax liabilities. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways We care about the highest cash flow to live the life we want. We want to pay the lowest rate of tax on that cash flow. We never want to outlive or outrun our money. We want to hit legacy objectives for our family. We want to do these with minimal dependence on rate of return. Understanding tax distribution status is crucial for retirement planning. Relying solely on market returns can be risky. Setting up a flexible balance sheet is essential for financial security. Life insurance can provide both protection and cash value. It's important to consider how to turn on income streams in retirement. Chapters 00:00 Introduction to Retirement Planning 01:24 Understanding Cash Flow and Taxation 04:51 The Risks of Relying on Rate of Return 09:12 Setting Up a Flexible Balance Sheet

Being a trusted adviser to our affluent clients for over two decades, legacy planning is about more than just Index-linked Universal Life Policies (ULPs) or wills and trusts.In this week's Money Wisdom episode, our co-host Isaac has a heart-to-heart talk with our CEO, Christopher, on the importance of starting your legacy planning now, instead of waiting until you are older. In fact, what is the difference between estate and legacy planning? How does a 'life decision' that a person made during his lifetime translate into a legacy for his or her family in the form of a legal instrument, such as a trust? And is it ever too late to start? Tune in to this podcast to listen to the full story.You can read Chris' article in The Business Times on this topic here.Music courtesy of ItsWatR.The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.The full list of Providend's Money Wisdom podcast episodes from Season 4 can be found here.Did you know that our Providend's Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.Mentioned in this episode:Download our RetireWell™ eBook Today!Our popular RetireWell™ eBook has been updated! RetireWell™ is a methodology that Providend has developed to design a retirement income plan that will provide you with a safe and reliable stream of income for the rest of your life. Check out the link here to download a complimentary copy of the full eBook today: https://providend.com/publications/#retirewell

In this episode of Beyond the Money, Jackie Campbell discusses the five essential steps to creating a solid financial plan. These steps include income planning, investment planning, smart tax planning, healthcare and long-term care planning, and legacy planning. Each step is explored in detail, emphasizing the importance of having a comprehensive approach to financial management, especially as one approaches retirement. The conversation highlights the evolving landscape of financial planning, the decline of traditional pensions, and the necessity of proactive tax and healthcare strategies. 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.

In this episode of WealthTalk, we're joined by Donnie Maclean, the founder of Eat Balanced, a company committed to creating healthier pizzas that don't compromise on taste—developed in collaboration with a professor of nutrition. Donnie takes us through his entrepreneurial journey, highlighting the challenges of building a food brand from scratch, getting into supermarkets, and the even harder task of staying on the shelves.He shares his philosophy of "health by stealth", aiming to improve nutrition without forcing radical changes in consumer habits. Throughout the conversation, Donnie speaks openly about the emotional roller coaster of business ownership, the importance of accountability, and the lessons he's learned from years in the industry. His story is one of resilience, innovation, and the constant pursuit of improvement.The episode also explores Donnie's transition into the world of business acquisitions and sales, as he discusses the flawed nature of the current system and the emotional toll it can take on business owners. His new venture, Sell to Retire, is focused on supporting entrepreneurs who are ready to exit, by bridging the gap between sellers and buyers with empathy and understanding. Donnie reflects on the essential role of trust and communication in business relationships and shares his belief that financial independence is achievable with the right planning, especially as retirement approaches.This episode is a must-listen for anyone passionate about entrepreneurship, nutrition, business growth, or preparing for a successful business exit.Tune in now to hear Donnie's incredible journey and gain valuable insights that could transform your own business path.Resources Mentioned In This Episode: >> Donnie Maclean [LinkedIn]>> Health by Stealth [Website]>> Take the quiz to see if your business is ready to sellNext Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community >> Schedule a 1:1 call with one of our team >> Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Amber C. Saunders. She is not just an attorney—she is a visionary on a mission to transform how families secure their futures. As the Principal Attorney of The Saunders Firm, Amber uses her expertise to offer a holistic approach to estate planning, where tax, succession, business, and intellectual property planning come together seamlessly. Her personal journey, shaped by the loss of a loved one, propelled her to dedicate her career to ensuring that families leave behind not just wealth but also a meaningful legacy. Company Description *The Saunders Firm is a boutique law practice based in Atlanta, Georgia, dedicated to helping individuals, families, and business owners protect what matters most. Founded by attorney Amber Saunders, the firm specializes in estate planning, estate administration, and business law with a personal touch. Drawing from real-life experience and a legacy of generational planning, The Saunders Firm empowers clients to take control of their future—offering thoughtful legal guidance, clarity through tough conversations, and compassionate support every step of the way. Whether you're safeguarding your assets or building a legacy for your loved ones, The Saunders Firm is here to help you plan with purpose. Talking Points/Questions *Absolutely! Here’s a brief list of thoughtful, engaging talking points and questions Rushion McDonald could use when interviewing Attorney Amber Saunders on his podcast. These are designed to spark conversation around legacy, law, and financial empowerment: --- ### **Talking Points / Questions for Attorney Amber Saunders** 1. **Your Journey:***Amber, what inspired you to focus your legal career on estate planning and legacy work? 2. **Legacy Planning 101:***Many people think estate planning is just for the wealthy. Why is it essential for everyday families too?* 3. **Common Misconceptions:***What are some of the biggest myths or mistakes people make when it comes to estate planning?* 4. **Business Owners & Planning:***For entrepreneurs and small business owners listening, what legal steps should they be thinking about now to protect their businesses long-term?* 5. **Building Generational Wealth:***What role does estate planning play in creating generational wealth, especially in the Black community?* 6. **Family Conversations:***How do you recommend families begin the often uncomfortable conversations around wills, power of attorney, or what happens “if something happens”?* 7. **Legacy Mindset:***You talk about legacy as more than money. What does that look like, and how can people start shaping their legacy today?* 8. **Where to Start:**For someone listening right now who’s ready to take action, what’s the first step they should take? #BEST #STRAW #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 Amber C. Saunders. She is not just an attorney—she is a visionary on a mission to transform how families secure their futures. As the Principal Attorney of The Saunders Firm, Amber uses her expertise to offer a holistic approach to estate planning, where tax, succession, business, and intellectual property planning come together seamlessly. Her personal journey, shaped by the loss of a loved one, propelled her to dedicate her career to ensuring that families leave behind not just wealth but also a meaningful legacy. Company Description *The Saunders Firm is a boutique law practice based in Atlanta, Georgia, dedicated to helping individuals, families, and business owners protect what matters most. Founded by attorney Amber Saunders, the firm specializes in estate planning, estate administration, and business law with a personal touch. Drawing from real-life experience and a legacy of generational planning, The Saunders Firm empowers clients to take control of their future—offering thoughtful legal guidance, clarity through tough conversations, and compassionate support every step of the way. Whether you're safeguarding your assets or building a legacy for your loved ones, The Saunders Firm is here to help you plan with purpose. Talking Points/Questions *Absolutely! Here’s a brief list of thoughtful, engaging talking points and questions Rushion McDonald could use when interviewing Attorney Amber Saunders on his podcast. These are designed to spark conversation around legacy, law, and financial empowerment: --- ### **Talking Points / Questions for Attorney Amber Saunders** 1. **Your Journey:***Amber, what inspired you to focus your legal career on estate planning and legacy work? 2. **Legacy Planning 101:***Many people think estate planning is just for the wealthy. Why is it essential for everyday families too?* 3. **Common Misconceptions:***What are some of the biggest myths or mistakes people make when it comes to estate planning?* 4. **Business Owners & Planning:***For entrepreneurs and small business owners listening, what legal steps should they be thinking about now to protect their businesses long-term?* 5. **Building Generational Wealth:***What role does estate planning play in creating generational wealth, especially in the Black community?* 6. **Family Conversations:***How do you recommend families begin the often uncomfortable conversations around wills, power of attorney, or what happens “if something happens”?* 7. **Legacy Mindset:***You talk about legacy as more than money. What does that look like, and how can people start shaping their legacy today?* 8. **Where to Start:**For someone listening right now who’s ready to take action, what’s the first step they should take? #BEST #STRAW #SHMSSee omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Amber C. Saunders. She is not just an attorney—she is a visionary on a mission to transform how families secure their futures. As the Principal Attorney of The Saunders Firm, Amber uses her expertise to offer a holistic approach to estate planning, where tax, succession, business, and intellectual property planning come together seamlessly. Her personal journey, shaped by the loss of a loved one, propelled her to dedicate her career to ensuring that families leave behind not just wealth but also a meaningful legacy. Company Description *The Saunders Firm is a boutique law practice based in Atlanta, Georgia, dedicated to helping individuals, families, and business owners protect what matters most. Founded by attorney Amber Saunders, the firm specializes in estate planning, estate administration, and business law with a personal touch. Drawing from real-life experience and a legacy of generational planning, The Saunders Firm empowers clients to take control of their future—offering thoughtful legal guidance, clarity through tough conversations, and compassionate support every step of the way. Whether you're safeguarding your assets or building a legacy for your loved ones, The Saunders Firm is here to help you plan with purpose. Talking Points/Questions *Absolutely! Here’s a brief list of thoughtful, engaging talking points and questions Rushion McDonald could use when interviewing Attorney Amber Saunders on his podcast. These are designed to spark conversation around legacy, law, and financial empowerment: --- ### **Talking Points / Questions for Attorney Amber Saunders** 1. **Your Journey:***Amber, what inspired you to focus your legal career on estate planning and legacy work? 2. **Legacy Planning 101:***Many people think estate planning is just for the wealthy. Why is it essential for everyday families too?* 3. **Common Misconceptions:***What are some of the biggest myths or mistakes people make when it comes to estate planning?* 4. **Business Owners & Planning:***For entrepreneurs and small business owners listening, what legal steps should they be thinking about now to protect their businesses long-term?* 5. **Building Generational Wealth:***What role does estate planning play in creating generational wealth, especially in the Black community?* 6. **Family Conversations:***How do you recommend families begin the often uncomfortable conversations around wills, power of attorney, or what happens “if something happens”?* 7. **Legacy Mindset:***You talk about legacy as more than money. What does that look like, and how can people start shaping their legacy today?* 8. **Where to Start:**For someone listening right now who’s ready to take action, what’s the first step they should take? #BEST #STRAW #SHMSSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

In this episode of Beer and Money, Ryan Burklo discusses the essential elements of retirement planning, emphasizing the importance of making informed decisions today to secure a successful retirement in the future. He outlines key factors that individuals should consider when saving for retirement, including income needs, tax implications, and the desire to leave a legacy. The episode also delves into asset allocation strategies and the use of Monte Carlo simulations to assess the risk of outliving one's savings. Ryan concludes by hinting at future discussions on cash flow strategies and retirement planning techniques. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways We're making decisions today that will affect our lifestyle. They want the highest cash flow possible. They want to pay the lowest rate of tax. They never want to outlive their money. They want to meet any legacy objectives. Most wealth is in 401k type plans. Monte Carlo simulations help assess financial risks. A conservative portfolio can yield an average of 8%. The 4% rule is a common guideline for withdrawals. Building a flexible bucket of money is crucial. Chapters 00:00 Introduction to Retirement Planning 01:15 Key Factors in Retirement Savings 02:40 Understanding Asset Allocation 04:56 Monte Carlo Simulation Explained 06:56 Strategies to Avoid Outliving Your Money 08:53 Conclusion and Next Steps

In this episode of Legacy Listens, host Rob Wermuth sits down with Chad Cowan, a Member at Cozen O'Connor, to discuss the essential steps for a successful business transition. Drawing on his experience as a transactional attorney, Chad shares practical insights on preparing to sell a business — whether to a strategic buyer or a private equity firm. From assembling the right team of advisors to navigating legal complexities and due diligence, Chad outlines the key elements of a smooth and profitable exit. Whether you're considering a sale now or planning for the future, this episode provides actionable guidance to help business owners succeed. ​​______________​​______________​​ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380  610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.  

Are you feeling overwhelmed when it comes to making money decisions? You’re not alone. A recent survey shows that 53% of Americans feel stuck, overwhelmed, or unsure about their finances. Greg and Kristin discuss the importance of avoiding "paralysis by analysis" and how collaborating with a fiduciary financial advisor can alleviate some of those feelings. Additionally, they emphasize the need to avoid being “Google slapped,” as Greg puts it. Wondering if you’re on track for retirement? Fill out this short form for a free consultation. See omnystudio.com/listener for privacy information.

Stepping onto a stage or speaking in front of an audience can be intimidating, but mastering public speaking is a game-changer for building confidence, authority, and wealth. For Andy Haynes—award-winning property investor, former BBC presenter, and founder of Speaking Success—effective communication has opened doors to new opportunities and lasting connections.In this episode, Chris Rodwell and Andy explore the key strategies for becoming a confident speaker, including storytelling techniques, maintaining audience engagement, and using public speaking to elevate your brand. They also discuss how to turn nerves into a powerful asset, the importance of preparation, and why positioning yourself as a speaker can unlock joint ventures and business growth.If you're looking to improve your communication skills, build your personal brand, or use public speaking as a tool for wealth creation, this episode is packed with actionable insights to help you take the stage with confidence.Tune in now and start mastering the art of public speaking!Resources Mentioned In This Episode: >> Andy Haynes [LinkedIn]>> No More Rent: The First Time Buyer's Key to Unlocking Home Ownership [Amazon]>> Speaking Success w/ Andy HaynesNext Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community >> Schedule a 1:1 call with one of our team >> Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

Most people think wealth is all about stacking cash, growing a fat bank account, and hitting that magical "financial freedom" number. But what if I told you that wealth is so much more than just dollars and cents? What if real wealth isn't about how much money you have, but how much value you create, how much purpose you live with, and how much freedom you truly experience?In this episode of The Happy Hustle Podcast, I'm sharing the presentation from our recent Montana Mastermind Epic Skiing Adventure presented by my bro, Garrett Gunderson—New York Times bestselling author, financial expert, and straight-up legend. He break down what true financial freedom looks like. We dive deep into cash flow strategies, tax-saving hacks, and how to redefine wealth so you can live a life of purpose and abundance.If you're tired of chasing money and ready to build real wealth, keep reading. This one's a game-changer.For decades, we've been sold the idea that wealth = net worth. Build up your 401(k), invest in stocks, buy a house, work 40+ years, and maybe retire comfortably.Garrett lays it down straight: The key to financial independence isn't in hoarding money, it's in understanding how to make it work for you. And that starts with changing how you think about wealth.He also explains that true wealth has five key components:1️⃣ Money (But Not in the Way You Think)Money is important—let's not pretend it's not. But instead of focusing on "more money," the real flex is creating cash flow so you have money working for you, not the other way around.

In this episode of Broker Link, Cristal Bustillos with The Brokerage Inc. Life team dives into the critical role of life insurance in legacy planning. She breaks down how it helps manage estate taxes, facilitates charitable giving, and ensures a smooth wealth transfer. Cristal also explains how life insurance provides liquidity for illiquid assets like family farms or businesses, helping families avoid financial strain. Plus, she highlights how it can bypass probate, saving time and legal costs. Crystal encourages agents to take action by attending our legacy planning workshops in April and starting meaningful conversations with clients about their future goals. Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! Linkedin: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/ 

In this episode of The Art of Money, Art McPherson discusses the insights and limitations of popular financial gurus, the impact of market volatility on retirement planning, and the role of gold in investment portfolios. He emphasizes the importance of personalized income planning, understanding 401(k) holdings, and the significance of legacy planning. The conversation highlights the need for a comprehensive financial strategy that connects to life experiences, ensuring clients can enjoy their retirement to the fullest. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

This week we are joined by Bonnie Faucett, former estate attorney and now the founder of the Legacy App, designed to help families and business owners seamlessly organize all of their important life details and documents.We break down why most estate plans are flawed, why having a will is NOT enough, and how improper planning can cost your family dearly in terms of money, relationships, and legacy. Bonnie also reveals the pitfalls of relying on outdated methods for asset organization and how her Legacy App Family Edition offers a simple, efficient, and secure way to get everything in order.Loral's Takeaways:The Importance of Estate and Legacy Planning (01:20)Introduction of the Legacy App (03:58)Myths and Mistakes in Legacy and Estate Planning (07:05)Mistakes in Estate Planning (09:40)Challenges for Business Owners and Blended Families (12:37)Special Needs Trusts (23:58)Security and Usability of the Legacy App (26:26)Meet Bonnie Faucett:As a busy wife, mom, and business owner, I struggled endlessly to keep all of my family's details organized and up-to-date. I kept things on paper, printouts, scans, handwritten notes, emails, email attachments, Dropbox files, you name it. But if someone had to quickly take my place and know exactly how to run my family and my business if I couldn't, it would be a mess. I tried to keep it all organized somehow but I sacrificed family time (and a little bit of my sanity) while mired in this chaos. I figured there had to be a better way so I started working on it, uncovering modern and easy ways to use technology to help me drastically reduce the time spent and the stress involved. Then I realized the problem was bigger than I thought and I started sharing it. With the Legacy App Family Edition, I'm sharing with families and business owners exactly how I figured out how to effortlessly organize my life's details, keep everything secure in one system, and ultimately save my family from collapse upon the disability or death of a loved one. I earned my bachelors degree from Colgate University and J.D. from The University of Texas at Austin. I'm a 3x business founder with two successful exits and I've helped 834 families with their estate planning and organizing their families' details. Links mentioned in episode:Legacy Family AppGenerational Wealth 3-Day ConferenceMeet 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...

Leaving behind the familiarity of residential property investment can feel like a big leap, but for Suzi Carter, transitioning to commercial real estate has opened the door to higher returns, greater financial security, and long-term wealth-building opportunities. As a seasoned commercial property expert and founder of The Commercial Property Academy, Suzi has helped countless investors leverage SSAS pensions, navigate economic shifts, and uncover high-yield commercial deals.In this episode, Chris Rodwell and Suzi dive into the key strategies for succeeding in commercial property, including identifying undervalued properties, understanding tenant demand, and using creative deal structures like lease purchase options. They also explore the latest UK budget changes and how investors can adapt to new tax policies while capitalising on current market opportunities.If you're looking to diversify your portfolio, unlock new funding strategies, or build wealth through commercial property, this episode is packed with practical insights to help you take action.Tune in now and take control of your financial future!Resources Mentioned In This Episode: >> Suzi Carter [LinkedIn]>> Suzi Carter [Website]Next Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community >> Schedule a 1:1 call with one of our team >> Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

Retirement could be a never-ending vacation, but how do you prepare for it? In this episode, Frank & Frankie Guida discuss the importance of organizing financial details and goals before retirement. They explain how retirement planning could transform your life, offering freedom and fulfilling your dreams, whether it's traveling, spending time with family, or pursuing hobbies. Frank & Frankie highlight that taking the first step is crucial and how simple actions could lead to enjoying every day as a Saturday. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

Leaving behind a stable corporate career is a big step, but for Ian Bluck, it was the best decision he ever made. After spending 24 years climbing the corporate ladder, he replaced his salary with just one property deal and transformed his approach to wealth building. In this episode, Ian shares how he leveraged property investment, networking, and technology to break free from the constraints of a traditional job and create a life of financial freedom.We explore the key mindset shifts required to transition from employment to entrepreneurship, the role of recurring income in long-term wealth building, and why surrounding yourself with the right community can accelerate your success. Ian also reveals how AI and automation are changing the game for property investors and business owners, making wealth-building strategies more efficient and scalable.If you've ever wondered what it takes to achieve true financial independence, this episode is packed with valuable insights and practical steps to help you take control of your future. Whether you're looking to grow your property portfolio, integrate smarter technology into your business, or develop the right wealth-building habits, Ian's journey offers inspiration and actionable advice.Tune in now and take control of your financial future!Resources Mentioned In This Episode: >> Ian Bluck [LinkedIn]>> Get Your Free AI Property Freedom Blueprint>> Watch "Can You Have A Lifestyle Business And Create Wealth? w/ John Lamerton"Next Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community >> Schedule a 1:1 call with one of our team >> Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

The Power of the Family Office   In this transformative episode of The Richer Soul, we are joined by Dane Czaplicki, co-founder of Members' Wealth, as he reveals the blueprint for achieving financial peace and purpose. With over 20 years of experience in financial services, Dane's path to success wasn't a straight line—he self-educated, made early mistakes, and ultimately built a thriving business that helps others preserve their wealth. If you've ever wondered how to turn your financial struggles into triumphs, this episode is packed with powerful insights. Discover how Dane took lessons from “Rich Dad Poor Dad” and transformed his life, using real estate and investments to build a solid foundation. Plus, learn how you can implement these strategies in your own life today. Let's dive in!   Key Takeaways: Self-education is the Key to Financial Success. Dane credits much of his financial knowledge to his self-driven education. He emphasizes the power of reading, learning from books, and, most importantly, learning through trial and error. It's not always about what you're taught but what you're willing to teach yourself that makes all the difference. Real Estate is the Ultimate Wealth Builder. Real estate is a core pillar of Dane's wealth-building strategy. From house hacking to managing rental properties, Dane explains how real estate has allowed him to build consistent passive income that secures his future. It's not just about buying property—it's about learning how to make real estate work for you. Work-Life Balance is Essential for Long-Term Success. Achieving financial freedom is only part of the equation. Dane shares how he learned the hard way that balancing work with family, health, and personal passions is the real key to happiness. He talks about how focusing on your core values and living with intention can create an abundant life in all areas. The Power of Legacy Planning. The conversation delves deep into the importance of preparing the next generation for wealth. Dane discusses his approach to legacy education, where families can pass down not just assets, but wisdom, values, and the tools to manage that wealth for years to come.   Money Learning: Dane's financial philosophy is all about preserving, growing, and enduring. While many people focus on getting rich quickly, Dane takes a long-term approach that prioritizes stability and consistency. His multifamily office, Members' Wealth, helps clients with everything from risk management to tax strategies, ensuring that their wealth can endure and thrive for generations. In today's volatile world, understanding how to protect your wealth—while continuing to grow it—is crucial. This episode is an essential listen for anyone who wants to build sustainable wealth, not just short-term success.   Bio: Dane Czaplicki is the co-founder of Members' Wealth, a multifamily office with over 20 years of experience in financial services. His career spans portfolio management, investment analysis, and leadership roles at West Capital Management and The Vanguard Group. With an MBA from Wharton and a CFA charter, Dane is committed to helping families preserve wealth and achieve financial peace. Known for his authenticity and commitment to continuous learning, he empowers both his team and clients to make decisions that align with their life's purpose​​.   Key Discussion Points:  How Financial Education Can Be Self-Taught. While Dane didn't receive much formal financial education growing up, he made it his mission to learn everything he could about investing. From watching TV shows in his youth to reading books like Rich Dad Poor Dad, Dane explains how anyone can become financially educated by taking initiative. The Power of Real Estate for Financial Freedom. Real estate has been a cornerstone of Dane's investment strategy. He discusses how buying properties and turning them into income-generating assets allowed him to build a solid financial foundation. Whether it's house hacking or commercial real estate, Dane breaks down how real estate can provide the cash flow needed to achieve financial freedom. Creating a Life of Intention and Purpose. For Dane, achieving wealth was just the beginning. He shares how he learned to balance his work with health, family, and personal passions. He explains how living with intention, focusing on his core values, and prioritizing the things that matter most has led to a richer, more fulfilling life. Passing on Wealth and Knowledge to the Next Generation. Beyond just financial management, Dane is passionate about teaching his clients how to pass down wealth—and wisdom—to future generations. He talks about the importance of legacy planning, ensuring that children and grandchildren are equipped to manage the wealth they inherit.   Conclusion: Dane Czaplicki's story is proof that wealth isn't just about money—it's about living intentionally, making informed choices, and sharing knowledge. Through his work at Members' Wealth, Dane is helping families achieve financial peace, create lasting legacies, and live lives of purpose. If you're ready to build wealth that doesn't just accumulate but endures, this episode is a must-listen. If you've ever struggled to find balance in your financial journey, or wondered how to make your money work for you, Dane's wisdom can light the way. Don't just chase money—chase a life of intention, purpose, and financial freedom.   Links: Website: https://www.memberswealthllc.com/ Facebook: facebook.com/daneczaplicki  LinkedIn: linkedin.com/in/danecfa   Watch the full episode on YouTube: https://www.youtube.com/@richersoul Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It's about personal freedom! Thanks for listening!   Show Sponsor: http://profitcomesfirst.com/   Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes   If you like the show please leave a review on iTunes: http://bit.do/richersoul   https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com   Some music provided by Junan from Junan Podcast   Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Leave a Legacy, Not a Logjam, with Rachel Donnelly, Author of Late To Your Own Funeral (North Fulton Business Radio, Episode 854) In this episode of North Fulton Business Radio, host John Ray interviews Rachel Donnelly, founder of AfterLight and author of Late to Your Own Funeral: How to Leave a Legacy and Not a Log […] The post Leave a Legacy, Not a Logjam, with Rachel Donnelly, Author of