Podcasts about Poa

we were late last week, so to make it up, we are early this week! This week, our good buddy and comic book writer extraordinaire Eliot Rahal stops by the Show show to sit in when Me and Trae sort of just do the show in front of him lol.  We discussed a scandal about a Lego resale shop that apparently stole a bunch of peoples priceless collections. Speaking of collectibles, That naturally turn the conversation to comic books, which Eliot is so well-versed on   Please pre-order Eliot's new comic book and check out his old one (which CHO Loves!) Hot Lunch Special https://aftershockcomics.com/collections/hot-lunch-special   CoreyWritesForYou.com TraeCrowder.com   sponsors    BlueChew.com promo code POA  JoinBilt.com Promo Code POA GetSoul.com/POA     

Another little treat while Sound Designer Tay and I prepare POA 045 for you. Enjoy!Content warnings: Misophonia warning (chewing/crunching 4:50–5:25), healing cat purrs, room tone intonations, Chinese tongue twisters, mint consumption, Nemo getting to be a posh twat and a bitch (they have Range), tea breaks, various motorcycle noises, Graham and Chey shipping their characters with various combinations and multiplications, the perils of Proper T's, and, of course, every weird noise you can imagine. Hosted on Acast. See acast.com/privacy for more information.

Hey all! We are so sorry that a.) the show is up so late b.) for running an old episode... the file for the episode we recorded Thursday is corrupted and we've done everything we can to save it... we failed lol  enjoy this CLASSIC episode!  BlueChew.com promo code POA  GetSoul.com promo code POA 

Have you ever closed a deal only to find out you had the wrong person on the buyer rep agreement? Or listed a property without confirming who actually has legal authority to sell? This episode is your reminder that verifying identity in real estate transactions is not optional, and the stories in this one will make sure you never forget it. We are diving into a topic that sounds logistical but is actually one of the most important things you can do to protect your business: making sure you have the right signatures on the right documents from the very beginning. From buyer representation agreements to estate listings, from fraud prevention to identity verification, we are sharing real stories, real mistakes, and real solutions. Katy kicks things off with a wild story from a colleague whose buyers turned into a commission battle because a college daughter signed a buyer rep agreement with a Zillow agent while mom and dad were out of town. The result? A 50/50 commission split and a hard lesson learned. Alissa shares her own recent experience with a couple where the husband flat out refused to sign, plus the story of how a cash-paying dad showed up at closing and threw off her compliance paperwork entirely. We also get into estate sales, listing fraud on vacant land, power of attorney misconceptions, and why asking for a copy of someone's driver's license is never overstepping. Here's what we cover in this episode: - Why the buyer rep agreement is only as strong as the names on it - How to find out who will actually be on title before you start showing homes - What to do when only one party in a couple signs your buyer representation agreement - The procuring cause nightmare that the buyer rep agreement was supposed to fix - A first-hand story about a husband refusing to sign and how Alissa handled it - When a dad swoops in with cash at closing and suddenly you have the wrong buyer on paper - How to protect yourself when listing inherited or estate properties - Why you should ask for a copy of the will and contact the succession attorney before you list - What happens when a succession is not complete and your listing cannot legally sell - Vacant land fraud: the growing scam where someone pretends to be the seller - The truth about power of attorney and why you cannot do a POA for a POA - Why asking for a driver's license is not rude; it is just good business - How to use your broker as a buffer when clients push back on signing - Toasting Syed, a Realtor in Virginia who came to the US in 2022 as a US Army ally and grew from 2 transactions to 12 under contract for 2026 Key Quotes & Takeaways: - "The question isn't necessarily who's the buyer. Who do you see on the title? Who is going to be on the title?" Katy - "No one tosses up a fuss who is legit. If you say I need a copy of your driver's license and they say no, just push back. These are legal documents. I must verify your identity." Alissa - "If you cave at their first request, which goes against how you run your business, they are going to run the rest of the show." Katy - "This rep agreement is getting signed. It's the law." Alissa - "Clear, sincere communication matters more than perfect English." Syed (via Katy) Products, People & Previous Episodes Mentioned: - Episode 190: Wire Fraud and Real Estate Fraud with Nikki (title attorney) (hustlehumblypodcast.com/190) - Episode 317: Realtor Safety (hustlehumblypodcast.com/317) - Hustle Humbly Community (hustlehumblypodcast.com/membership) Want to toast someone on the show? Send us a voice or video message with your name, who you are toasting, and why! Email it to team@hustlehumblypodcast.com. Leave us a review at http://ratethispodcast.com/hustlehumbly Get your FREE Database Template: http://hustlehumblypodcast.com/starthere Email Templates 101: http://emailtemplates101.com Agent Systems 101: http://agentsystems101.com All Resources: http://hustlehumblypodcast.com Submit your topic ideas and toasts to Team@HustleHumblyPodcast.com Music: Straight A's by Connor Price → https://connorprice.shop/ The Good Life by Summer Kennedy → https://soundcloud.com/summerkennedy/the-good-life Be The One by Matrika → https://uppbeat.io/t/matrika/be-the-one

POA   This week the boys talk money, Salad Bars, and folks almost dying trying to sail around the world! (And more)   CoreyWritesForYou.com TraeCrowder.com     SPONSORS: we've got a special deal for our listeners: Get 10% off your first month of BlueChew Gold with code POA. That's promo code POA. Visit BlueChew.com for more details and important safety information, and we thank BlueChew for sponsoring the podcast.   One thing to pack, five ways to power! For a limited time, get up to 40% off during Ridge's HUGE Father's Day Sale at ridge.com/POA . Don't miss one of their biggest discounts all year! Just head to ridge.com/POA  and you're all set. After you purchase, they'll ask where you heard about them — please support our show and tell them we sent you. Join the membership for where you live at joinbilt.com/poa

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Attorney Whitney Knox Lee. Explains practical estate‑planning strategies—wills, trusts, powers of attorney—and how entrepreneurs, families, and especially parents of disabled children can protect assets, avoid costly probate, and maintain eligibility for critical benefits. The conversation also touches on integrating insurance with estate planning, small‑business contingency planning, and Lee’s personal mission and background in civil rights work. Purpose of the Interview Educate listeners on estate planning as a wealth‑preservation strategy (not just documents)—to reduce court costs, taxes, and confusion for families. Clarify the differences and roles of wills, trusts, and powers of attorney, including when each is appropriate and how they work together.] Highlight special considerations for entrepreneurs and families with disabled children or aging relatives, including insurance, operating agreements, and special‑needs planning. Share Lee’s values and practice approach, including culturally responsive service and sustainable advocacy rooted in prior civil‑rights work. Key Takeaways 1) Wills vs. Trusts vs. Powers of Attorney A will is not the plan—it’s just one piece and still goes through probate, which can be slow and expensive; think of a will as a “letter to the judge.] Revocable living trusts can help families bypass probate, reduce delays, and retain more control over how assets are managed after death. Powers of attorney (financial and health) are essential for incapacity scenarios; even 18‑year‑olds heading to college should have them so parents can access information if needed. 2) Why Insurance Belongs in the Plan Life insurance can protect the family’s ability to keep the home by paying off a remaining mortgage or covering living expenses—turning an asset into a sustainable legacy rather than a burden. For entrepreneurs, key‑person insurance can replace income when the owner can’t work, keeping the business afloat. 3) Minimizing Probate Costs and Taxes Probate involves court filings and legal fees; in some states fees scale with estate size (example discussed: percentage‑based fees in other jurisdictions), which can significantly erode wealth passed to heirs. Proper planning reduces those leakages. 4) Special‑Needs and Elder Planning Parents of children on need‑based benefits (e.g., Medicaid) must avoid transfers that jeopardize eligibility; the right trust structures preserve benefits while providing support. Elder law planning anticipates long‑term care costs (nursing home, assisted living, in‑home care) so families don’t have to deplete assets later. 5) Business Continuity for Owners Establish operating agreements and buy‑sell agreements that spell out who runs the business if the principal is incapacitated; pair with business powers of attorney. 6) Values, Audience, and Access Lee intentionally centers Black and Brown women and their families, grounding services in community uplift and transparent referrals to trusted financial pros (no paid referral arrangements). Contact approach: 15‑minute intake, then a four‑meeting process (legacy planning → design → review → signing). Notable Quotes (for pull‑quotes & captions) “Think of a will as a letter to the judge… a will still has to go through probate court. “A trust allows families to bypass probate altogether so they aren’t paying legal fees or leaving things to people who want to challenge the will. “Life insurance is a huge tool—it can help the family pay off the mortgage so they can keep the home and the equity.” “Estate planning is a strategy—not just documents.” “Even 18‑year‑olds should have powers of attorney—parents can’t just call doctors once kids are legal adults.” “I stay in my lane—I’m an attorney. I work closely with trusted financial professionals and make non‑compensated referrals.” “For special‑needs planning, don’t jeopardize need‑based benefits—use the right trust so support continues. “I want to build a sustainable practice that lets me serve my community and rest well, aligned with my family and values.” Quick Action Items (for listeners inspired by the episode) Draft or update POAs (financial and health) for every adult in the household, including college‑age children. Evaluate whether a revocable living trust makes sense to avoid probate and retain post‑death control. For business owners: review operating agreement / buy‑sell, add key‑person insurance, and create a business POA. Families with special‑needs dependents: consult on special‑needs trusts to protect benefits. #SHMS #STRAW #BESTSee omnystudio.com/listener for privacy information.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Attorney Whitney Knox Lee. Explains practical estate‑planning strategies—wills, trusts, powers of attorney—and how entrepreneurs, families, and especially parents of disabled children can protect assets, avoid costly probate, and maintain eligibility for critical benefits. The conversation also touches on integrating insurance with estate planning, small‑business contingency planning, and Lee’s personal mission and background in civil rights work. Purpose of the Interview Educate listeners on estate planning as a wealth‑preservation strategy (not just documents)—to reduce court costs, taxes, and confusion for families. Clarify the differences and roles of wills, trusts, and powers of attorney, including when each is appropriate and how they work together.] Highlight special considerations for entrepreneurs and families with disabled children or aging relatives, including insurance, operating agreements, and special‑needs planning. Share Lee’s values and practice approach, including culturally responsive service and sustainable advocacy rooted in prior civil‑rights work. Key Takeaways 1) Wills vs. Trusts vs. Powers of Attorney A will is not the plan—it’s just one piece and still goes through probate, which can be slow and expensive; think of a will as a “letter to the judge.] Revocable living trusts can help families bypass probate, reduce delays, and retain more control over how assets are managed after death. Powers of attorney (financial and health) are essential for incapacity scenarios; even 18‑year‑olds heading to college should have them so parents can access information if needed. 2) Why Insurance Belongs in the Plan Life insurance can protect the family’s ability to keep the home by paying off a remaining mortgage or covering living expenses—turning an asset into a sustainable legacy rather than a burden. For entrepreneurs, key‑person insurance can replace income when the owner can’t work, keeping the business afloat. 3) Minimizing Probate Costs and Taxes Probate involves court filings and legal fees; in some states fees scale with estate size (example discussed: percentage‑based fees in other jurisdictions), which can significantly erode wealth passed to heirs. Proper planning reduces those leakages. 4) Special‑Needs and Elder Planning Parents of children on need‑based benefits (e.g., Medicaid) must avoid transfers that jeopardize eligibility; the right trust structures preserve benefits while providing support. Elder law planning anticipates long‑term care costs (nursing home, assisted living, in‑home care) so families don’t have to deplete assets later. 5) Business Continuity for Owners Establish operating agreements and buy‑sell agreements that spell out who runs the business if the principal is incapacitated; pair with business powers of attorney. 6) Values, Audience, and Access Lee intentionally centers Black and Brown women and their families, grounding services in community uplift and transparent referrals to trusted financial pros (no paid referral arrangements). Contact approach: 15‑minute intake, then a four‑meeting process (legacy planning → design → review → signing). Notable Quotes (for pull‑quotes & captions) “Think of a will as a letter to the judge… a will still has to go through probate court. “A trust allows families to bypass probate altogether so they aren’t paying legal fees or leaving things to people who want to challenge the will. “Life insurance is a huge tool—it can help the family pay off the mortgage so they can keep the home and the equity.” “Estate planning is a strategy—not just documents.” “Even 18‑year‑olds should have powers of attorney—parents can’t just call doctors once kids are legal adults.” “I stay in my lane—I’m an attorney. I work closely with trusted financial professionals and make non‑compensated referrals.” “For special‑needs planning, don’t jeopardize need‑based benefits—use the right trust so support continues. “I want to build a sustainable practice that lets me serve my community and rest well, aligned with my family and values.” Quick Action Items (for listeners inspired by the episode) Draft or update POAs (financial and health) for every adult in the household, including college‑age children. Evaluate whether a revocable living trust makes sense to avoid probate and retain post‑death control. For business owners: review operating agreement / buy‑sell, add key‑person insurance, and create a business POA. Families with special‑needs dependents: consult on special‑needs trusts to protect benefits. #SHMS #STRAW #BESTSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

What's subtly wearing you out? Free self-assessment for ministry leaders: https://www.ryanfranklin.org/clselfassessment Join Christian Leader® Community Coaching: https://www.ryanfranklin.org/communitycoaching After 21 years at The Pentecostals of Alexandria, Ryan Franklin sits down for a deeply personal episode to share a major life and leadership transition. Ryan reflects on the people, lessons, struggles, growth, and calling that shaped his journey at POA while also sharing why he recently accepted a new role with the United Pentecostal Church International PRG division as VP of Strategic Leadership.This episode is about more than a move or a new title. It is about calling, grief, faith, leadership health, and learning how to embrace what is next and honor what was. If you are navigating transition, uncertainty, or a new season in your own life and leadership, this conversation will encourage you.Purchase Christian Leader Sight Planner (a tool that has drastically changed Ryan's productivity): Black Cover – https://amzn.to/3JpBHvm Blue Cover – https://amzn.to/4ouFRB9 Green Cover – https://amzn.to/4oXVLUrPurchase The Christian Leader Blueprint book today: https://www.ryanfranklin.org/blueprintbookConnect with Ryan: Email: info@ryanfranklin.org Facebook: https://www.facebook.com/rnfranklin/ Instagram: https://www.instagram.com/rnfranklin/ Linkedin: https://www.linkedin.com/in/rnfranklin/ Website: https://www.ryanfranklin.org Audio mastering by Apostolic Audio: https://www.apostolic-audio.com#leadership, #thoughtleadership, #ministry, #pastor, #pastors, #churches, #leadershiptraining, #churchleader, #churchleaders, #influence, #leadershipdevelopment, #coaching, #executivecoach, #leadershipcoaching, #productivitycoach, #productivity, #growthmindset, #theproductiveleader, #ChristianLeader, #ChristianLeadership, #LeadershipPodcast, #FaithAndBusiness, #PodcastInterview, #ChristianEntrepreneurship, #KingdomImpact, #PodcastInspiration, #LeadershipJourney, #PurposeDriven, #ChristianPodcast, #LeadershipEssentials, #LeadershipFundamentalsSend us Fan Mail

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Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Attorney Whitney Knox Lee. Explains practical estate‑planning strategies—wills, trusts, powers of attorney—and how entrepreneurs, families, and especially parents of disabled children can protect assets, avoid costly probate, and maintain eligibility for critical benefits. The conversation also touches on integrating insurance with estate planning, small‑business contingency planning, and Lee’s personal mission and background in civil rights work. Purpose of the Interview Educate listeners on estate planning as a wealth‑preservation strategy (not just documents)—to reduce court costs, taxes, and confusion for families. Clarify the differences and roles of wills, trusts, and powers of attorney, including when each is appropriate and how they work together.] Highlight special considerations for entrepreneurs and families with disabled children or aging relatives, including insurance, operating agreements, and special‑needs planning. Share Lee’s values and practice approach, including culturally responsive service and sustainable advocacy rooted in prior civil‑rights work. Key Takeaways 1) Wills vs. Trusts vs. Powers of Attorney A will is not the plan—it’s just one piece and still goes through probate, which can be slow and expensive; think of a will as a “letter to the judge.] Revocable living trusts can help families bypass probate, reduce delays, and retain more control over how assets are managed after death. Powers of attorney (financial and health) are essential for incapacity scenarios; even 18‑year‑olds heading to college should have them so parents can access information if needed. 2) Why Insurance Belongs in the Plan Life insurance can protect the family’s ability to keep the home by paying off a remaining mortgage or covering living expenses—turning an asset into a sustainable legacy rather than a burden. For entrepreneurs, key‑person insurance can replace income when the owner can’t work, keeping the business afloat. 3) Minimizing Probate Costs and Taxes Probate involves court filings and legal fees; in some states fees scale with estate size (example discussed: percentage‑based fees in other jurisdictions), which can significantly erode wealth passed to heirs. Proper planning reduces those leakages. 4) Special‑Needs and Elder Planning Parents of children on need‑based benefits (e.g., Medicaid) must avoid transfers that jeopardize eligibility; the right trust structures preserve benefits while providing support. Elder law planning anticipates long‑term care costs (nursing home, assisted living, in‑home care) so families don’t have to deplete assets later. 5) Business Continuity for Owners Establish operating agreements and buy‑sell agreements that spell out who runs the business if the principal is incapacitated; pair with business powers of attorney. 6) Values, Audience, and Access Lee intentionally centers Black and Brown women and their families, grounding services in community uplift and transparent referrals to trusted financial pros (no paid referral arrangements). Contact approach: 15‑minute intake, then a four‑meeting process (legacy planning → design → review → signing). Notable Quotes (for pull‑quotes & captions) “Think of a will as a letter to the judge… a will still has to go through probate court. “A trust allows families to bypass probate altogether so they aren’t paying legal fees or leaving things to people who want to challenge the will. “Life insurance is a huge tool—it can help the family pay off the mortgage so they can keep the home and the equity.” “Estate planning is a strategy—not just documents.” “Even 18‑year‑olds should have powers of attorney—parents can’t just call doctors once kids are legal adults.” “I stay in my lane—I’m an attorney. I work closely with trusted financial professionals and make non‑compensated referrals.” “For special‑needs planning, don’t jeopardize need‑based benefits—use the right trust so support continues. “I want to build a sustainable practice that lets me serve my community and rest well, aligned with my family and values.” Quick Action Items (for listeners inspired by the episode) Draft or update POAs (financial and health) for every adult in the household, including college‑age children. Evaluate whether a revocable living trust makes sense to avoid probate and retain post‑death control. For business owners: review operating agreement / buy‑sell, add key‑person insurance, and create a business POA. Families with special‑needs dependents: consult on special‑needs trusts to protect benefits. #SHMS #STRAW #BESTSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Attorney Whitney Knox Lee. Explains practical estate‑planning strategies—wills, trusts, powers of attorney—and how entrepreneurs, families, and especially parents of disabled children can protect assets, avoid costly probate, and maintain eligibility for critical benefits. The conversation also touches on integrating insurance with estate planning, small‑business contingency planning, and Lee’s personal mission and background in civil rights work. Purpose of the Interview Educate listeners on estate planning as a wealth‑preservation strategy (not just documents)—to reduce court costs, taxes, and confusion for families. Clarify the differences and roles of wills, trusts, and powers of attorney, including when each is appropriate and how they work together.] Highlight special considerations for entrepreneurs and families with disabled children or aging relatives, including insurance, operating agreements, and special‑needs planning. Share Lee’s values and practice approach, including culturally responsive service and sustainable advocacy rooted in prior civil‑rights work. Key Takeaways 1) Wills vs. Trusts vs. Powers of Attorney A will is not the plan—it’s just one piece and still goes through probate, which can be slow and expensive; think of a will as a “letter to the judge.] Revocable living trusts can help families bypass probate, reduce delays, and retain more control over how assets are managed after death. Powers of attorney (financial and health) are essential for incapacity scenarios; even 18‑year‑olds heading to college should have them so parents can access information if needed. 2) Why Insurance Belongs in the Plan Life insurance can protect the family’s ability to keep the home by paying off a remaining mortgage or covering living expenses—turning an asset into a sustainable legacy rather than a burden. For entrepreneurs, key‑person insurance can replace income when the owner can’t work, keeping the business afloat. 3) Minimizing Probate Costs and Taxes Probate involves court filings and legal fees; in some states fees scale with estate size (example discussed: percentage‑based fees in other jurisdictions), which can significantly erode wealth passed to heirs. Proper planning reduces those leakages. 4) Special‑Needs and Elder Planning Parents of children on need‑based benefits (e.g., Medicaid) must avoid transfers that jeopardize eligibility; the right trust structures preserve benefits while providing support. Elder law planning anticipates long‑term care costs (nursing home, assisted living, in‑home care) so families don’t have to deplete assets later. 5) Business Continuity for Owners Establish operating agreements and buy‑sell agreements that spell out who runs the business if the principal is incapacitated; pair with business powers of attorney. 6) Values, Audience, and Access Lee intentionally centers Black and Brown women and their families, grounding services in community uplift and transparent referrals to trusted financial pros (no paid referral arrangements). Contact approach: 15‑minute intake, then a four‑meeting process (legacy planning → design → review → signing). Notable Quotes (for pull‑quotes & captions) “Think of a will as a letter to the judge… a will still has to go through probate court. “A trust allows families to bypass probate altogether so they aren’t paying legal fees or leaving things to people who want to challenge the will. “Life insurance is a huge tool—it can help the family pay off the mortgage so they can keep the home and the equity.” “Estate planning is a strategy—not just documents.” “Even 18‑year‑olds should have powers of attorney—parents can’t just call doctors once kids are legal adults.” “I stay in my lane—I’m an attorney. I work closely with trusted financial professionals and make non‑compensated referrals.” “For special‑needs planning, don’t jeopardize need‑based benefits—use the right trust so support continues. “I want to build a sustainable practice that lets me serve my community and rest well, aligned with my family and values.” Quick Action Items (for listeners inspired by the episode) Draft or update POAs (financial and health) for every adult in the household, including college‑age children. Evaluate whether a revocable living trust makes sense to avoid probate and retain post‑death control. For business owners: review operating agreement / buy‑sell, add key‑person insurance, and create a business POA. Families with special‑needs dependents: consult on special‑needs trusts to protect benefits. #SHMS #STRAW #BESTSee omnystudio.com/listener for privacy information.

What does your financial plan look like when the traditional script doesn't apply to you? In this episode, I'm sitting down with Bri Conn, CERTIFIED FINANCIAL PLANNER® and co-host of the Child-Free Life by Design podcast, to break down everything child-free people need to know about building wealth, planning for the future, and defining legacy on their own terms. If you've ever been asked "but who's going to take care of you when you're old?" — this episode is for you.WE GET INTO:0:00 – Welcome + Jannese's personal journey with child-free financial planning0:57 – Introducing Bri Conn: CFP® serving the child-free community1:11 – How Bri accidentally fell into child-free financial planning4:04 – Who is actually seeking child-free financial planning (hint: it's not who you think)5:14 – What traditional financial advice gets wrong for child-free people7:09 – Redefining legacy when children aren't part of the equation9:06 – Navigating cultural expectations around family obligation and caregiving11:30 – Estate planning without default heirs — and why Child-Free Trust exists13:56 – Busting the myth: do child-free people automatically have more money?17:02 – Long-term care planning: who's actually going to take care of you?20:42 – Life insurance: do child-free folks even need it?22:29 – Building your "bench" of decision-makers (healthcare proxy + POA)24:34 – How to find a financial planner who actually gets it26:18 – What happens if you die or become incapacitated without an estate plan29:05 – FIRE vs. FILE: Financial Independence Live Early34:41 – Myth-busting: the worst financial advice child-free people always get36:44 – The one traditional money milestone you have permission to skip40:41 – What wealth actually means when you're child-free43:01 – Permission to want freedom and happiness — fully and unapologeticallyKEY TAKEAWAYS: The single most important question child-free people need to answer: Do you care how much money you leave behind when you die? Your entire financial plan changes based on your answer.Legacy doesn't require children. It can look like a garden that inspires strangers, a community you've poured into, or friendships you've built with intention.You are NOT the default family ATM just because you don't have kids.Long-term care currently costs ~$129,000/year and is rising 5% annually. Women average 3.7 years of care. This is not a plan-later situation.If you don't have estate documents in place, the state decides who makes decisions for you — and that could be someone you're estranged from or have never met.FIRE = grind now, quit later. FILE (Financial Independence Live Early) = redesign work now so you can enjoy life soonerHomeownership is not a mandatory financial milestone, Renting can absolutely be a wealth-building strategyBuild your "bench" early: medical professionals, estate planning decision-makers, and financial advisors who actually understand child-free planning.If your financial planner looks at you like you have three heads when you say you're not having kids — find a new one.CONNECT WITH BRI:InstagramWebsiteTAKE THE NEXT STEP:Yo Quiero Dinero Private MembershipRead my book, Financially Lit!Leave me a voicemailThis episode of Yo Quiero Dinero was produced by Heart Centered Podcasting. Hosted on Acast. See acast.com/privacy for more information.

This week the boys discuss ironic deaths, stupid deaths, and much more!   Corey would love it if you subscribed to CoreyWritesForYou.com and read his work! He has a new southern crime saga out now!   TraeCrowder.com   Join the membership for where you live at joinbilt.com/poa   GetSoul.com promo code POA   Bluechew.com promo code POA   Betterwild.com/POA  

Before Your Parent's Dementia Diagnosis: 4 Things Every Family Must Do NOW (From a Daughter Who's Lived It) If you have a parent over 70, this episode could save your family $35,000, a year of your life, and the kind of stress that breaks marriages and fractures families. After four years of navigating dementia caregiving for multiple family members — including her mother-in-law with Alzheimer's, her father-in-law with vascular dementia, and now signs in her own family — Shelly Niehaus is sharing the proactive caregiving roadmap she wishes someone had handed her family before "the phone call." This is the episode every adult child with an aging parent needs to hear — before a dementia diagnosis lands in your lap. Most dementia and caregiving resources are built for families already in crisis. This one is different. This one is for the daughter, son, or spouse who has felt the flutter in their stomach but doesn't know where to start. The one quietly watching. The one quietly worrying. The one who doesn't have a plan — yet. In this deeply personal episode, Shelly walks you through the 4 areas of dementia caregiving you cannot avoid — and how to start on every single one of them today, without a diagnosis, without a family meeting, and without anyone in your family agreeing that something is wrong. In this episode, you'll learn: The Sunday phone call that changed everything: "How long do I pack for?" "I have no idea." Why the families who struggle most aren't the ones who don't love enough — they're the ones without a plan AREA 1 — Legal: Why the window to put Power of Attorney documents in place is open RIGHT NOW, and closes the moment your loved one loses capacity (and why a notarized POA is NOT the same as a complete POA) AREA 2 — Medical: Why you have to ask for a cognitive evaluation by name — and why your parent's primary care doctor probably won't bring it up AREA 3 — Financial: The slow unraveling nobody is watching, and the early sign of cognitive decline most families completely miss AREA 4 — Safety & Logistics: The conversations nobody wants to have (driving, firearms, home safety) and why naming a family quarterback BEFORE the crisis matters more than almost anything else The legal mistake that cost Mark and Shelly a year of their lives untangling frozen accounts and inaccessible Social Security The $35,000 air ambulance that could have been avoided with one earlier conversation The Truth About Watching: the 3am wake-ups, the fear, the dread, the grief that starts where the worry starts "I can't do round three. I don't have it in me." — and why Shelly is doing it anyway The one question that determines whether your family walks through this season with peace or chaos  

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Attorney Whitney Knox Lee Explains practical estate‑planning strategies—wills, trusts, powers of attorney—and how entrepreneurs, families, and especially parents of disabled children can protect assets, avoid costly probate, and maintain eligibility for critical benefits. The conversation also touches on integrating insurance with estate planning, small‑business contingency planning, and Lee’s personal mission and background in civil rights work. Purpose of the Interview Educate listeners on estate planning as a wealth‑preservation strategy (not just documents)—to reduce court costs, taxes, and confusion for families. Clarify the differences and roles of wills, trusts, and powers of attorney, including when each is appropriate and how they work together.] Highlight special considerations for entrepreneurs and families with disabled children or aging relatives, including insurance, operating agreements, and special‑needs planning. Share Lee’s values and practice approach, including culturally responsive service and sustainable advocacy rooted in prior civil‑rights work. Key Takeaways 1) Wills vs. Trusts vs. Powers of Attorney A will is not the plan—it’s just one piece and still goes through probate, which can be slow and expensive; think of a will as a “letter to the judge.] Revocable living trusts can help families bypass probate, reduce delays, and retain more control over how assets are managed after death. Powers of attorney (financial and health) are essential for incapacity scenarios; even 18‑year‑olds heading to college should have them so parents can access information if needed. 2) Why Insurance Belongs in the Plan Life insurance can protect the family’s ability to keep the home by paying off a remaining mortgage or covering living expenses—turning an asset into a sustainable legacy rather than a burden. For entrepreneurs, key‑person insurance can replace income when the owner can’t work, keeping the business afloat. 3) Minimizing Probate Costs and Taxes Probate involves court filings and legal fees; in some states fees scale with estate size (example discussed: percentage‑based fees in other jurisdictions), which can significantly erode wealth passed to heirs. Proper planning reduces those leakages. 4) Special‑Needs and Elder Planning Parents of children on need‑based benefits (e.g., Medicaid) must avoid transfers that jeopardize eligibility; the right trust structures preserve benefits while providing support. Elder law planning anticipates long‑term care costs (nursing home, assisted living, in‑home care) so families don’t have to deplete assets later. 5) Business Continuity for Owners Establish operating agreements and buy‑sell agreements that spell out who runs the business if the principal is incapacitated; pair with business powers of attorney. 6) Values, Audience, and Access Lee intentionally centers Black and Brown women and their families, grounding services in community uplift and transparent referrals to trusted financial pros (no paid referral arrangements). Contact approach: 15‑minute intake, then a four‑meeting process (legacy planning → design → review → signing). Notable Quotes (for pull‑quotes & captions) “Think of a will as a letter to the judge… a will still has to go through probate court. “A trust allows families to bypass probate altogether so they aren’t paying legal fees or leaving things to people who want to challenge the will. “Life insurance is a huge tool—it can help the family pay off the mortgage so they can keep the home and the equity.” “Estate planning is a strategy—not just documents.” “Even 18‑year‑olds should have powers of attorney—parents can’t just call doctors once kids are legal adults.” “I stay in my lane—I’m an attorney. I work closely with trusted financial professionals and make non‑compensated referrals.” “For special‑needs planning, don’t jeopardize need‑based benefits—use the right trust so support continues. “I want to build a sustainable practice that lets me serve my community and rest well, aligned with my family and values.” Quick Action Items (for listeners inspired by the episode) Draft or update POAs (financial and health) for every adult in the household, including college‑age children. Evaluate whether a revocable living trust makes sense to avoid probate and retain post‑death control. For business owners: review operating agreement / buy‑sell, add key‑person insurance, and create a business POA. Families with special‑needs dependents: consult on special‑needs trusts to protect benefits. #SHMS #STRAW #BESTSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

This week the boys talk and think about people who think and talk! Also some Irish Republican Army chat! CoreyWritesForYou.com TraeCrowder.com   BlueChew.com promo code POA  Ridge.com/POA

Connect with Rohit Punyani: https://ownersasset.com/resource-libraryBook a call: https://remnantfinance.com/calendar Out Print the Fed with a 1% target per week: https://remnantfinance.com/optionsEmail us at info@remnantfinance.com or visit https://remnantfinance.com for more informationFOLLOW REMNANT FINANCEYoutube: @RemnantFinance (https://www.youtube.com/@RemnantFinance)Facebook: @remnantfinance (https://www.facebook.com/profile.php?id=61560694316588)Twitter: @remnantfinance (https://x.com/remnantfinance)TikTok: @RemnantFinanceDon't forget to hit LIKE and SUBSCRIBE_____________________________In this episode, Hans welcomes back Rohit "Ro" Punyani from The Owner's Asset for a deep dive on estate planning, building from the basics that every family needs all the way up to advanced techniques used by ultra-high-net-worth families.Ro and Hans start with the four foundational documents every American needs regardless of net worth, then transition into the real heart of the episode: how life insurance functions as the single most powerful tool in estate tax planning. They walk through why "insurability is a currency," how convertible term lets you shield tens of millions from estate tax without consuming your exemption, and why the conventional advice to move everything out of your estate is often wrong.Chapters: 00:00 – Opening segment01:55 – Why estate planning is unique to every family 04:25 – The Last Will and Testament: pros, cons, and the guardianship rule 09:35 – The "title test": what goes in the will vs. the trust 12:30 – Probate, public record, and Robin Williams 18:10 – Revocable trusts: what they actually do 25:40 – Frankenstein trusts and the funding problem 27:55 – Pour-over wills as the catch-all 33:25 – Why vague language kills directives 41:30 – Financial power of attorney and conservatorship 44:20 – Why banks demand their own POA forms 48:50 – Why the four documents stay separate 51:35 – Estate tax vs. income tax 01:01:00 – A real case: $6M policy, the irrevocable fix 01:04:00 – Insurability is a currency 01:11:50 – The Rockefeller Method: IBC on the kids 01:17:25 – Intentionally Defective Grantor Trusts 01:23:50 – Why the IRS allows hot-swapping assets 01:35:15 – Apocalyptic optionality: how IBC creates options 01:37:35 – Closing thoughtsKey Takeaways:Every American needs the big four documents: a will, a revocable trust, a medical directive, and a financial power of attorney. The will is non-negotiable if you have kids because it names guardians, and a trust cannot.Insurability is a currency. Every healthy year you don't lock in coverage is wealth left on the table, and convertible term placed in an irrevocable trust consumes $0 of your $30M estate tax exemption.The contrarian play is to keep assets in your estate, not out of it. Preserve the step-up in basis on appreciating assets, then use massive life insurance death benefit (owned irrevocably) to pay the inevitable tax bill tax-free.Whole life beat the Barclays Aggregate Bond Index in 9 of the last 10 years after tax. The 15-year return on the broadest bond index is 2.21% taxable versus roughly 4.5-5% tax-free for dividend-paying whole life, with a death benefit on top.The Rockefeller Method scales this across generations. Start max-funded IBC policies on the kids, keep them in your estate, and create cascading multi-generational liquidity where each generation gets a step-up and tax-free death benefit to pay the next round of taxes.

The crazy JP Morgan sex slave scandal and more! CoreyWritesForYou.com TraeCrowder.com   Email us at PuttinOnAirs@gmail.com   HelloTUSHY.com with promo code POA. Bluechew.com promo code POA JOINBILT.com/POA

With the 2026 U.S. Open just a few weeks away, Shinnecock Hills superintendent Jon Jennings joins our podcast to talk about maintaining one of the most iconic venues in golf. From managing Poa annua greens in a windy environment to the vast native areas and dramatic bunkers, Jon shares what it takes to produce exceptional playing conditions on a truly unique property. We also talked about the planning and teamwork required to host the U.S. Open, what it's like working in an area where you are surrounded by great golf courses, and his upcoming retirement after more than 40 years working in golf course maintenance. It's a packed episode!  

In this episode, we break down everything you need to know heading into POA Weekend, including the schedule, golf, Luau, meetings, app updates, text notifications, resort details, and a few helpful reminders along the way. If you're attending, this episode should help you show up prepared, know where to be, and avoid missing the good stuff. If you're not attending, you'll still get a good feel for what makes the POA one of the best weekends of the year for the Everglades GCSA. It's all the POA information you need, plus a few things you probably didn't ask for.

This week the boys talk about the life and legend of Ted Turner…. A surprising twist on a billionaire   CoreyWritesForYou.com   TraeCrowder.com   Bluechew.com Promo Code POA   GetSoul.com code POA   Betterwild.com/POA   ButcherBox.com/POA

This week the boys talk pissing yourself, Alpine Divorce, and a bunch of other dumb fancy shit   TraeCrowder.com   CoreyWritesForYou.com   BlueChew.com Promo Code POA Betterwild.com/POA

Brennen Boze joins host Ron Aaron and co-host Carol Zernail to talk about powers of attorney, guardianship if no POA's are in place, and more on this edition of Caregiver SOS.

FORCELL - https://forcellperformance.com.br/Use o cupom CORRIDANOAR para ter um BÃO descontoSe inscreva na MARATONA DE JOÃO PESSOA (Use o cupom CORRIDANOAR para ter 10% de desconto) - https://cnoar.run/MaraIntJampa2026Será que esse tênis vai mudar a história? E cadê a Nike nisso aí? O kt da Centauro Desabrava de PoA; Alexandr Sorokin tá confirmado na Comrades e a cidade de Apucarana lançou uma lei de desincentivo à corrida Nossos links - https://linktr.ee/corridanoarO Corrida no Ar News é produzido diariamente e postado por volta das 6 da manhã.

Lord Crowder and Professor CHO sit down with one of the true Queens of The South, comedian Shelly Belly! We talk about what's fancy to southerners and much more! Go to ShellyBellyComedy.com for more on Shelly, including her new comedy special now streaming!  CoreyWritesForYou.com is Corey's Substack and you can subscribe for free!   TraeCrowder.com   WatchPOA.com to watch us on YouTube!   Sponsors   Bluechew.com promo code POA   Ridge.com/POA   ShopMando.com promo code POA

Content warnings: Mouth noises / misophonia, a new song I'm calling 'Finding the Next Line,' every method of transport imaginable, dialect foibles, blblbllblblblbllblblblbl (of course), and cast commentary on shipping dynamics.Just a bit of silliness while sound designer Tay and I get POA 040 ready for you all! Enjoy

traecrowder.com coreywritesforyou.com BlueChew.com promo code POA  getsoul.com promo code POA 

Patrol work starts long before the call. From the moment an officer begins their shift, every decision — what to prioritize, how to respond and when to slow down — can impact outcomes for officers and the public alike. In this episode of the Policing Matters podcast, host Jim Dudley sits down with Sergeant John Banner of the White Settlement (Texas) Police Department to break down the critical thinking that happens behind the wheel. From managing competing demands like ALPR hits and priority calls to navigating fatigue, technology and pursuit decisions, this episode explores how officers maintain situational awareness and make sound judgments under pressure. Sgt. Banner shares practical insights on preparing mentally for shift, using technology effectively and coaching the next generation of officers — all while balancing the realities of modern policing. About our guest Sgt. John C. Banner is from Mineral Wells, Texas, and holds a bachelor's degree in business from Tarleton State University. He joined the White Settlement (Texas) Police Department in 2012 and has served in a variety of roles throughout his career, including detective, corporal, POA president and vice president, and SWAT operator. He currently serves as a night patrol sergeant and has also completed a rotation in the department's Street Crimes Division. Banner is a graduate of the ILEA 146th School of Police Supervision and has been recognized for his service with the Medal of Valor and two lifesaving awards. In 2024, he was also featured on “America's Most Wanted with John Walsh” (Season 2, Episode 4). About our sponsor This episode of the Policing Matters podcast is sponsored by OfficerStore. Learn more about getting the gear you need at prices you can afford by visiting OfficerStore.com.

JOIN THE BE WEALTHY MASTERMINDWant to join a room of entrepreneurs who think bigger about money? Go to bewealthypodcast.com and click Apply Now.Estate Planning for Entrepreneurs: Your Complete Guide | Marc DearthLearn More About Marc: https://dearthlaw.com/aboutLearn More About Dearth Law: https://dearthlaw.comBrett sits down with his personal estate attorney Marc Dearth, founder of Dearth Law in Atlanta, to break down what every entrepreneur needs to know about estate planning. From the four basic documents everyone needs, to advanced trust design that incentivizes achievement without creating entitled kids, to LLC privacy and asset protection strategies most people get wrong.TIMESTAMPS:0:00 - Intro0:49 - Meet Marc Dearth2:01 - Growing up in the Midwest and finding law7:09 - How Marc got into estate planning10:27 - What happens to your money if you have NO plan13:10 - "The best marriages lead to the biggest information gaps"15:09 - The information checklist every couple needs21:04 - The 4 documents everyone needs (POA, health POA, living will, will)25:44 - The Terri Schiavo case and why a living will matters30:00 - Revocable trusts and skipping probate34:05 - What happens when your kids inherit millions too young39:12 - The trust fund baby problem and how to fix it42:26 - How Brett designed his trust to incentivize achievement47:49 - Keeping family together through traditions and legacy properties52:36 - Privacy in the digital age and LLC exposure57:27 - Asset protection and how to think about risk1:01:25 - Estate tax exemptions and why you need to plan ahead1:04:22 - LLC structure: how many do you really need?1:12:03 - Business partnerships and succession planning1:16:01 - Find a teacher, not just a lawyer1:17:03 - Top 3 books and best purchase under $2001:21:01 - Advice to 21-year-old MarcBOOKS & RESOURCES MENTIONED:- Seven Habits of Highly Effective People by Stephen Covey- Meditations by Marcus Aurelius- Into Thin Air by Jon Krakauer- The Wisdom of Crowds by James Surowiecki- Kubera (net worth tracking software)- DeleteMe (privacy protection service)- One Password (password manager)GET CONNECTED:Website: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCES:Free Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comABOUT THE SHOW:The Be Wealthy Podcast brings entrepreneurs the strategies to grow their business - then teaches them how to think about their money. Because wealth is far more than money - it's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.DISCLAIMER:Be Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.GUEST INFO:Marc Dearth is the founder of Dearth Law LLC in Alpharetta, Georgia. Specializing in estate planning, tax minimization, and succession planning for entrepreneurs and family offices, Marc has been practicing for over 20 years. He holds a J.D. with honors from Stetson University College of Law and has been named to Georgia Trend's "Legal Elite" list.

This week the boys talk about the WILD life and death of Hogans Hero's star Bob Crane! CoreyWritesForYou.com TraeCrowder.com MenGoToMars.com - Tell em we sent ya! BubsNaturals.com promo code POA CoastPay.com/Puttin ButcherBox.com/POA

Chris’s Summary Jim and I share retirement lessons learned from a listener’s account of his mother. Her husband’s survivor pension elections, combined with Social Security, left her a unicorn — secure income covering all expenses — yet she died regretting trips never taken despite a $9 million portfolio. The episode also covers why joint account ownership with adult children can create legal exposure, and the importance of funding a living trust while you are still healthy. Jim’s “Pithy” Summary Chris and I walk through three retirement lessons learned from a listener whose mother passed at nearly 100 years old — what she did right, what she regretted, and what almost worked but she ran out of time. Lesson 1: Her husband elected survivor options on his pensions, and combined with Social Security, she had a steady stream of lifetime income long after he was gone. He thought ahead and protected her. Lesson 2: That income, combined with a modest lifestyle, allowed her to amass millions and become what we call a unicorn — guaranteed income that covered every expense, discretionary and otherwise. But she died with regrets, not because she ran out of money but because she could never bring herself to spend it. Her son urged her repeatedly to spend more on fun, but she was a child of the Depression, and that created a mindset that no amount of counseling could change until it was too late. Her husband, who died at 66 was “the other guy” — he probably expected to live at least into his 80s — so did not get to enjoy the money either. These are exactly the kinds of situations the Fun Number was built for. Lesson 3: She did do a great deal right with her estate — POA designations in place and proper beneficiary designations so no assets were subject to probate. She even had a living trust in the works – but she ran out of time to fund it, and that distinction — between having a living trust and actually funding it — is a surprisingly common mistake people make when they set one up. The post Retirement Lessons Learned: EDU #2614 appeared first on The Retirement and IRA Show.

This week Trae and Corey watch a bunch of British clips and talk shit and then discuss just how hard David might coulda slung that rock!  TraeCrowder.com CoreyWritesForYou.com   ShopMando.com promo code POA  BlueChew.com promo code POA  Betterwild.com promo code POA 

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Attorney Whitney Knox Lee Explains practical estate‑planning strategies—wills, trusts, powers of attorney—and how entrepreneurs, families, and especially parents of disabled children can protect assets, avoid costly probate, and maintain eligibility for critical benefits. The conversation also touches on integrating insurance with estate planning, small‑business contingency planning, and Lee’s personal mission and background in civil rights work. Purpose of the Interview Educate listeners on estate planning as a wealth‑preservation strategy (not just documents)—to reduce court costs, taxes, and confusion for families. Clarify the differences and roles of wills, trusts, and powers of attorney, including when each is appropriate and how they work together.] Highlight special considerations for entrepreneurs and families with disabled children or aging relatives, including insurance, operating agreements, and special‑needs planning. Share Lee’s values and practice approach, including culturally responsive service and sustainable advocacy rooted in prior civil‑rights work. Key Takeaways 1) Wills vs. Trusts vs. Powers of Attorney A will is not the plan—it’s just one piece and still goes through probate, which can be slow and expensive; think of a will as a “letter to the judge.] Revocable living trusts can help families bypass probate, reduce delays, and retain more control over how assets are managed after death. Powers of attorney (financial and health) are essential for incapacity scenarios; even 18‑year‑olds heading to college should have them so parents can access information if needed. 2) Why Insurance Belongs in the Plan Life insurance can protect the family’s ability to keep the home by paying off a remaining mortgage or covering living expenses—turning an asset into a sustainable legacy rather than a burden. For entrepreneurs, key‑person insurance can replace income when the owner can’t work, keeping the business afloat. 3) Minimizing Probate Costs and Taxes Probate involves court filings and legal fees; in some states fees scale with estate size (example discussed: percentage‑based fees in other jurisdictions), which can significantly erode wealth passed to heirs. Proper planning reduces those leakages. 4) Special‑Needs and Elder Planning Parents of children on need‑based benefits (e.g., Medicaid) must avoid transfers that jeopardize eligibility; the right trust structures preserve benefits while providing support. Elder law planning anticipates long‑term care costs (nursing home, assisted living, in‑home care) so families don’t have to deplete assets later. 5) Business Continuity for Owners Establish operating agreements and buy‑sell agreements that spell out who runs the business if the principal is incapacitated; pair with business powers of attorney. 6) Values, Audience, and Access Lee intentionally centers Black and Brown women and their families, grounding services in community uplift and transparent referrals to trusted financial pros (no paid referral arrangements). Contact approach: 15‑minute intake, then a four‑meeting process (legacy planning → design → review → signing). Notable Quotes (for pull‑quotes & captions) “Think of a will as a letter to the judge… a will still has to go through probate court. “A trust allows families to bypass probate altogether so they aren’t paying legal fees or leaving things to people who want to challenge the will. “Life insurance is a huge tool—it can help the family pay off the mortgage so they can keep the home and the equity.” “Estate planning is a strategy—not just documents.” “Even 18‑year‑olds should have powers of attorney—parents can’t just call doctors once kids are legal adults.” “I stay in my lane—I’m an attorney. I work closely with trusted financial professionals and make non‑compensated referrals.” “For special‑needs planning, don’t jeopardize need‑based benefits—use the right trust so support continues. “I want to build a sustainable practice that lets me serve my community and rest well, aligned with my family and values.” Quick Action Items (for listeners inspired by the episode) Draft or update POAs (financial and health) for every adult in the household, including college‑age children. Evaluate whether a revocable living trust makes sense to avoid probate and retain post‑death control. For business owners: review operating agreement / buy‑sell, add key‑person insurance, and create a business POA. Families with special‑needs dependents: consult on special‑needs trusts to protect benefits. #SHMS #STRAW #BESTSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Send us Fan MailWelcome Back to The Beyond Condition Podcast: Roundtable Episode with Dan Bastick and AJ Morris.We kick off this episode by discussing how to build effective coaching relationships.With a combined experience of over 30 years, our goal is to provide valuable insights to our listeners. Through authentic conversations, we explore both natural and assisted competitive bodybuilding.What to ExpectCompetitive Bodybuilding Real Talk: Managing expectations as both a coach and a client, and understanding how to communicate effectively throughout all phases, including show day.Natural and Assisted Bodybuilding: We delve into the similarities and differences within the realms of competitive bodybuilding as a whole.Discussions Include:Learning from coaches and bodybuilders in the industryCoaching your partner, with a focus on effective communicationNavigating coaching relationships, including the experience of being coachedThe role of sports psychologyShow day experiences and post-show debriefsCommunicating bodybuilding to those around youGaining experience as a competitive bodybuilderReverse out and post show considerationsJudging and placingsYour own exploration to what's possible as a bodybuilderManaging expectationsApproaching multiple shows in one season‘Warm up' showsCompetition standards and timing around show schedules for a seasonUtilisation of PEDs during a prepPeaking for a showSocial media and external pressureManaging stressFinding a coach that specifies to your ambitionsListener question: Dan's POA if AJ went assisted?BloodworkTestosterone ranges and low test symptoms including TRTUnderstanding the assisted routeEgoNeurochemistry and effects of steroid useListener question: How to manage post diet nutrition to minimise fat gain whilst upping caloriesFind Dan and AJ on Instagram: @danbastick @ajmorris_Watch it here: https://youtu.be/nHtME5UkUTcFind Sarah on Instagram: @sarahparker_bbTHE ULTIMATE SHOW DAY GUIDE E-BOOK: Purchase hereBeyond Condition Coaching Application: Click here

This week the boys talk about Trump's favorite movie: Bloodsport.... but don't worry it's not political it's just about how insane the true story of the movie is.  also other stuff that is fancy of course!  CoreyWritesForYou.com TraeCrowder.com   sponsors  BlueChew.com Promo Code POA Right now, Coast Pay is offering our listeners up to $2,000 credit when you get started at coastpay.com/Puttin https://www.tryfum.com/POA Right now Ridge is having their once-a-year Anniversary Sale right now. Head to Ridge.com to get up to 40% off.  getsoul.com promo code POA  

Send us Fan MailWe talk with Maddy Roach of Childfree Trust® about why child-free and permanently childless adults face a different kind of estate planning problem: not paperwork, but finding the right people to legally act when life gets messy. We share how Child Free Trust helps fill the medical POA gap, protects your wishes & reduces the burden that often lands on advisors and friends. • Why the child-free demographic is growing & what it changes in financial planning • The fiduciary conflict that prevents advisors from serving as medical POA • How a missing or unsigned POA can force decisions onto hospitals or courts • What Child Free Trust does across medical POA, executor, trustee and care planning • Why elder care oversight matters in rehab & nursing facilities • Why Maddie restructures estate planning into continuity planning • Pricing basics, hourly POA support & the Medicaid commitment • Where to learn more & how to contact Maddie Get into contact with Maddy here:Chief Growth Officer of PartnershipsMaddy@childfreetrust.comChildfree Trust®Childfree Trust | Connect with me on LinkedIn

Tune in as the team discusses: Debunking the myth that land deals are “picked over” or gone How the proven buy box ($1K–$5K acquisitions, 3–10x flips) still works today Top-performing states like Colorado, Arizona, Florida, Texas, and Oregon Why “cookie-cutter” rural subdivisions create repeatable deal flow The importance of demand drivers like recreation, off-grid living, and proximity to cities Avoiding complex markets like attorney states and high-POA areas Why simplicity (no tenants, no leverage, no inspections) makes land investing scalable The “beachhead strategy” of mastering one market before expanding How lifestyle trends like homesteading and escaping cities fuel demand Lessons from failed or difficult deals and how to avoid unnecessary friction   TIP OF THE WEEKMark Podolsky: Focus on simple, high-demand markets with plenty of inventory—don't overcomplicate when easier deals exist. Scott Bossman: Start in one market and master it before expanding—depth beats distraction early on. Jon Burnett: Look for repeatable products in areas with strong demand so you can scale efficiently and consistently.WANT MORE? Enjoyed this episode? Dive into more episodes of AOPI to discover how to build real passive income through land investing. UNLOCK MORE FREE RESOURCES: Get instant access to my free training, a free copy of my Bestseller Dirt Rich Book, and exclusive bonuses to accelerate your land investing journey—it's all here: https://thelandgeek.ac-page.com/Podcast-Linktree. "Isn't it time to create passive income so you can work where you want when you want, and with whomever you want?" Show Less

This week, Cinephile and POA Producer Byrnes steps in for Trae to talk to Professor CHO about this years Oscar's and movies in general!  CoreyWritesForYou.com TraeCrowder.com Join the loyalty program for renters at joinbilt.com/POA   Right now, Betterwild is offering our listeners up to 40% off your order at betterwild.com/POA   Head to factormeals.com/poa50off and use code poa50off to get 50 percent off and free breakfast for a year   Bluechew.com promo code POA  

One of the most uncomfortable questions in financial planning is also one of the most important: if you can't speak for yourself, who will?We're joined by Maddy Roche, Chief Growth Officer at Childfree Trust and a long-time leader in the fee-only advisor community, to explore the planning gaps that often arise for clients who are child-free or permanently childless. This isn't a niche situation—about one in four Americans doesn't have kids, and that number is even higher among younger generations.We discuss how a child-free lens can reshape a financial plan, from Monte Carlo projections and decumulation strategies to estate planning priorities and insurance needs. Maddy explains why life insurance may be less relevant for many in this group, while disability insurance, long-term care planning, and a clear medical power of attorney become even more important.We also touch on the emotional side—the peace of mind that comes from having a professional, unbiased third party in place, rather than leaving difficult decisions to friends or distant relatives.Maddy outlines what Childfree Trust offers nationwide, including serving as financial POA, medical POA, executor, or trustee, along with building detailed care plans covering everything from key contacts to pet care to end-of-life preferences.For advisors, this conversation highlights the risks of overlooking these roles and documents—and how making the right referral can add meaningful value across your client base.Subscribe for more conversations that make fee-only planning more practical. Share this with someone who needs a better backup planMaddy's Social and Childfree Trust Websitehttps://www.linkedin.com/in/maddy-roche-25962032/https://childfreetrust.com/

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Attorney Whitney Knox Lee Explains practical estate‑planning strategies—wills, trusts, powers of attorney—and how entrepreneurs, families, and especially parents of disabled children can protect assets, avoid costly probate, and maintain eligibility for critical benefits. The conversation also touches on integrating insurance with estate planning, small‑business contingency planning, and Lee’s personal mission and background in civil rights work. Purpose of the Interview Educate listeners on estate planning as a wealth‑preservation strategy (not just documents)—to reduce court costs, taxes, and confusion for families. Clarify the differences and roles of wills, trusts, and powers of attorney, including when each is appropriate and how they work together.] Highlight special considerations for entrepreneurs and families with disabled children or aging relatives, including insurance, operating agreements, and special‑needs planning. Share Lee’s values and practice approach, including culturally responsive service and sustainable advocacy rooted in prior civil‑rights work. Key Takeaways 1) Wills vs. Trusts vs. Powers of Attorney A will is not the plan—it’s just one piece and still goes through probate, which can be slow and expensive; think of a will as a “letter to the judge.] Revocable living trusts can help families bypass probate, reduce delays, and retain more control over how assets are managed after death. Powers of attorney (financial and health) are essential for incapacity scenarios; even 18‑year‑olds heading to college should have them so parents can access information if needed. 2) Why Insurance Belongs in the Plan Life insurance can protect the family’s ability to keep the home by paying off a remaining mortgage or covering living expenses—turning an asset into a sustainable legacy rather than a burden. For entrepreneurs, key‑person insurance can replace income when the owner can’t work, keeping the business afloat. 3) Minimizing Probate Costs and Taxes Probate involves court filings and legal fees; in some states fees scale with estate size (example discussed: percentage‑based fees in other jurisdictions), which can significantly erode wealth passed to heirs. Proper planning reduces those leakages. 4) Special‑Needs and Elder Planning Parents of children on need‑based benefits (e.g., Medicaid) must avoid transfers that jeopardize eligibility; the right trust structures preserve benefits while providing support. Elder law planning anticipates long‑term care costs (nursing home, assisted living, in‑home care) so families don’t have to deplete assets later. 5) Business Continuity for Owners Establish operating agreements and buy‑sell agreements that spell out who runs the business if the principal is incapacitated; pair with business powers of attorney. 6) Values, Audience, and Access Lee intentionally centers Black and Brown women and their families, grounding services in community uplift and transparent referrals to trusted financial pros (no paid referral arrangements). Contact approach: 15‑minute intake, then a four‑meeting process (legacy planning → design → review → signing). Notable Quotes (for pull‑quotes & captions) “Think of a will as a letter to the judge… a will still has to go through probate court. “A trust allows families to bypass probate altogether so they aren’t paying legal fees or leaving things to people who want to challenge the will. “Life insurance is a huge tool—it can help the family pay off the mortgage so they can keep the home and the equity.” “Estate planning is a strategy—not just documents.” “Even 18‑year‑olds should have powers of attorney—parents can’t just call doctors once kids are legal adults.” “I stay in my lane—I’m an attorney. I work closely with trusted financial professionals and make non‑compensated referrals.” “For special‑needs planning, don’t jeopardize need‑based benefits—use the right trust so support continues. “I want to build a sustainable practice that lets me serve my community and rest well, aligned with my family and values.” Quick Action Items (for listeners inspired by the episode) Draft or update POAs (financial and health) for every adult in the household, including college‑age children. Evaluate whether a revocable living trust makes sense to avoid probate and retain post‑death control. For business owners: review operating agreement / buy‑sell, add key‑person insurance, and create a business POA. Families with special‑needs dependents: consult on special‑needs trusts to protect benefits. #SHMS #STRAW #BESTSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Attorney Whitney Knox Lee Explains practical estate‑planning strategies—wills, trusts, powers of attorney—and how entrepreneurs, families, and especially parents of disabled children can protect assets, avoid costly probate, and maintain eligibility for critical benefits. The conversation also touches on integrating insurance with estate planning, small‑business contingency planning, and Lee’s personal mission and background in civil rights work. Purpose of the Interview Educate listeners on estate planning as a wealth‑preservation strategy (not just documents)—to reduce court costs, taxes, and confusion for families. Clarify the differences and roles of wills, trusts, and powers of attorney, including when each is appropriate and how they work together.] Highlight special considerations for entrepreneurs and families with disabled children or aging relatives, including insurance, operating agreements, and special‑needs planning. Share Lee’s values and practice approach, including culturally responsive service and sustainable advocacy rooted in prior civil‑rights work. Key Takeaways 1) Wills vs. Trusts vs. Powers of Attorney A will is not the plan—it’s just one piece and still goes through probate, which can be slow and expensive; think of a will as a “letter to the judge.] Revocable living trusts can help families bypass probate, reduce delays, and retain more control over how assets are managed after death. Powers of attorney (financial and health) are essential for incapacity scenarios; even 18‑year‑olds heading to college should have them so parents can access information if needed. 2) Why Insurance Belongs in the Plan Life insurance can protect the family’s ability to keep the home by paying off a remaining mortgage or covering living expenses—turning an asset into a sustainable legacy rather than a burden. For entrepreneurs, key‑person insurance can replace income when the owner can’t work, keeping the business afloat. 3) Minimizing Probate Costs and Taxes Probate involves court filings and legal fees; in some states fees scale with estate size (example discussed: percentage‑based fees in other jurisdictions), which can significantly erode wealth passed to heirs. Proper planning reduces those leakages. 4) Special‑Needs and Elder Planning Parents of children on need‑based benefits (e.g., Medicaid) must avoid transfers that jeopardize eligibility; the right trust structures preserve benefits while providing support. Elder law planning anticipates long‑term care costs (nursing home, assisted living, in‑home care) so families don’t have to deplete assets later. 5) Business Continuity for Owners Establish operating agreements and buy‑sell agreements that spell out who runs the business if the principal is incapacitated; pair with business powers of attorney. 6) Values, Audience, and Access Lee intentionally centers Black and Brown women and their families, grounding services in community uplift and transparent referrals to trusted financial pros (no paid referral arrangements). Contact approach: 15‑minute intake, then a four‑meeting process (legacy planning → design → review → signing). Notable Quotes (for pull‑quotes & captions) “Think of a will as a letter to the judge… a will still has to go through probate court. “A trust allows families to bypass probate altogether so they aren’t paying legal fees or leaving things to people who want to challenge the will. “Life insurance is a huge tool—it can help the family pay off the mortgage so they can keep the home and the equity.” “Estate planning is a strategy—not just documents.” “Even 18‑year‑olds should have powers of attorney—parents can’t just call doctors once kids are legal adults.” “I stay in my lane—I’m an attorney. I work closely with trusted financial professionals and make non‑compensated referrals.” “For special‑needs planning, don’t jeopardize need‑based benefits—use the right trust so support continues. “I want to build a sustainable practice that lets me serve my community and rest well, aligned with my family and values.” Quick Action Items (for listeners inspired by the episode) Draft or update POAs (financial and health) for every adult in the household, including college‑age children. Evaluate whether a revocable living trust makes sense to avoid probate and retain post‑death control. For business owners: review operating agreement / buy‑sell, add key‑person insurance, and create a business POA. Families with special‑needs dependents: consult on special‑needs trusts to protect benefits. #SHMS #STRAW #BESTSee omnystudio.com/listener for privacy information.

This week Trae goes down a list of some of the more…unconventional MacArthur Genius Fellows (you ain't gonna believe the baskets this one ol boy weaves) before Cho reads an Illuminating letter from an Airhead Brit about the current state of limey incest. All that and so much more on this weeks POA.   TraeCrowder.com   CoreyWritesForYou.com   Sponsors:   MenGoToMars.com for 50% Off AND 3 Free Gifts when you checkout. After you purchase, they will ask you where you heard about them. PLEASE support our show and tell them our show sent you.   Live Better Longer! For a limited time only, our listeners  are getting 20% OFF at BUBS Naturals by using code POA at checkout. Just head to BUBSNaturals.com and use code POA and you're all set. After you purchase, they will ask you where you heard about them. PLEASE support our show and tell them our show sent you.   As an exclusive offer, new listeners can get their choice between chicken breast or top sirloin for a year OR ground beef for life, PLUS $20 off when you go to ButcherBox.com/poa   Right now, Coast Pay is offering our listeners up to $2,000 credit when you get started at coastpay.com/PUTTIN        

About the Show:"We are all one life-changing event away from having to navigate or make decisions in a landscape we never thought we would find ourselves in." – Cherie ClarkIn this heartfelt episode of I Am Northwest Arkansas®, host Randy Wilburn sits down with Cherie Clark, Director of External Relations at Purview Life NWA, for a deeply personal conversation about aging life care management and what it really means to support families through some of life's most challenging seasons.Cherie's path to this work didn't start in a boardroom — it started at a bedside. Her own experience as a family caregiver led her to Purview Life, a company she describes as a "general contractor for health care." They organize resources, connect families with the right support, and when necessary, step in as medical POA or guardian. It's hands-on, heart-forward work — and her passion for it comes through in every story she tells.From practical advice on vetting care providers and understanding costs to real-life success stories and guidance for families planning ahead, this episode delivers something rare: genuine hope alongside actionable insight. Whether you're a local caregiver in Northwest Arkansas, supporting aging parents from across the country, or simply starting to ask "What's next" — Cherie's message is clear: you don't have to figure this out alone.Key Takeaways:Aging Life Care Management: Purview Life serves as a life-centric, holistic care manager for seniors and adults with special needs, supporting individuals and their families through every stage.Support for Caregivers: Whether you're a spouse, child, or neighbor, Purview Life offers help to prevent caregiver burnout, mediate tough decisions, and provide crisis relief.Local Expertise, National Network: Purview Life's care managers are deeply knowledgeable about Northwest Arkansas resources and are connected nationwide through the Aging Life Care Association (ALCA).Flexible and Transparent: Services range from one-time consultations to ongoing support, and billing is clear (in six-minute increments, with detailed invoices).Planning Brings Peace: Even tough conversations about aging and care make things smoother later—proactive education and planning help avoid crisis-driven decisions.How to Vet Providers: Look for credentials, connections to organizations like ALCA, and a focus on client needs, not kickbacks. Always ask questions and make sure your chosen provider gives you options.Help Wherever You Are: Purview Life can support families locally or connect you to qualified care managers anywhere in the U.S.All this and more on this episode of the I Am Northwest Arkansas® podcast.Important Links and Mentions on the Show*Website: Purview Life NWAPhone: 479-579-8723 (call or text to connect with Cherie Clark and her team)Cherie Clark on LinkedInAging Life Care Association (ALCA): aginglifecare.orgPurview Life Testimonial Videos: Available on their websiteThis episode is sponsored by*FindItNWA.comTry ONBoardNWA.com Today!*Note: some of the resources mentioned may be affiliate links. This means we get paid a commission (at no extra cost to you) if you use that link to make a purchase.Connect more with I am Northwest Arkansas:Grab our Newsletter Email Us at hello@iamnorthwestarkansas.comConnect With Our Facebook Page Connect With Us on Threads Connect With Our Instagram Connect With Our LinkedIn PageJoin The Facebook Group Connect with our Fearless Host, Randy Wilburn on LinkedInThank you for listening to this I am Northwest Arkansas podcast episode. We showcase businesses, culture, entrepreneurship, and life in the Ozarks.Consider donating to our production team to keep this podcast running smoothly. Donate to I Am Northwest Arkansas

This week the boys talk about MURDER, LIES, and DECEIT, in one of Georgia's Fanciest towns: Savannah! Plus a whole lot more!       CoreyWritesForYou.com TraeCrowder.com Bluechew.com promo code POA   GetSoul.com code POA   ShopMando.com code POA

coreyWritesforyou.com TraeCrowder.com   Head to  https://www.tryfum.com/POA to get your free gift with purchase, and start The Good Habit tod   Bluechew.com promo code POA   Betterwild.com/POA     ButcherBox.com/POA   JoinBilt.com/Poa    

Yall hell this was fun  go see Corey this weekend in Athens Ga at Hendershots  traecrowder.com coreywritesforyou.com           Right now, Betterwild is offering our listeners up to 40% off your order at betterwild.com/POA    ● Right now, Momentous is offering our listeners up to 35% off your first order with promo code POA.   ● Head to livemomentous.com, and use promo code POA for up to 35% off your first order       Bluechew.com promo code POA   Coast.com/PUTTIN   GetSoul.com promo code POA 

This week the boys talk about the Bible and evolution and spatial time and aliens and British people and all sorts of insanity   TraeCrowder.com CoreyWritesForYou.com CoreyRyanForrester.com   BetterWild.com/POA   ShopMando.com promo code POA   JoinBilt.com/POA   CoastPay.com/POA

The boys talk about pop star Anastacia who is HUGE worldwide but is less well known in her home country of America… which is wild!   Also CHO answers the James Lipton questions and more!!   TraeCrowder.com   CoreyWritesForYou.com   BubsNaturals.com promo code POA   TakeUltra.com promo code POA   MenGoToMars.com and tell em we sent ya!   Bluechew.com Promo code POAcoastpay.com/POA

This week the boys talk Disney Luxury, The Titanics PR snafu, The craziest Marathon in the country, and Trae answers the Inside The Actors Studio questionnaire!   TraeCrowder.com   CoreyWritesForYou.com   BlueChew.com Promo Code POA   LiveMomentous.com Promo Code POA   Betterwild.com/POA

Long time friend of the show and movie expert Brandon Collins comes on to get grilled on SOME OF HIS MOST EGREGIOUS MOVIE REVIEWS and talk about his new show DrunkBlackHistory.com (get tickets at the website!)  TraeCrowder.com CoreyWritesForYou.com     BubsNaturals.com code POA   Eat smart at FactorMeals.com/poa50off and use code poa50off to get 50% off your first box, plus Free Breakfast for 1 Year.   harrys.com/POA   JoinBilt.com/POA