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Our guest on the podcast today is Dr. Jay Zigmont. He's the author of a new book called The Childfree Guide to Life and Money, and he's also the founder and CEO of Childfree Wealth, a financial planning firm dedicated to helping people without kids. Dr. Jay is a certified financial planner, and he also has his MBA, as well as his PhD in Adult Learning from the University of Connecticut. He hosts the Childfree Wealth podcast, and he previously published another book called Portraits of Childfree Wealth. Dr. Jay, welcome to The Long View.BackgroundBioChildfree WealthChildfree Wealth podcastThe Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing, by Jay ZigmontPortraits of Childfree Wealth: 26 stories about how being Childfree impacts your life, wealth and finances, by Jay ZigmontBeing Childfree“Census Bureau: Older Childless Women Make More Money, In Better Health Than Male Counterparts,” by Carlie Porterfield, forbes.com, Aug. 31, 2021.“11% of Older Americans (55+) Are Childfree,” by Jay Zigmont, childfreewealth.com, Aug. 28, 2022.“Among Unmarried Adults, Women Without Children Have as Much Wealth as Single Men,” by Richard Fry, pewresearch.org, Nov. 4, 2024.“Choosing the FILE Lifestyle—Financial Independence, Live Early,” by Jay Zigmont, childfreewealth.com, Aug. 28, 2022.“FILE vs FIRE—Finding What Is Right For You,” by Jay Zigmont, childfreewealth.com, Aug. 28, 2022.Die With ZeroDie With Zero: Getting All You Can From Your Money and Your Life, by Bill Perkins“How Do I Embrace the Die With Zero Approach?” by Jay Zigmont, childfreewealth.com, April 30, 2024.“Not Having Children ‘Breaks' Traditional Financial Planning, says CFP—8 Money Rules for Childfree People,” by Ryan Ermey, cnbc.com, Dec. 5, 2023.Long-Term Care and Estate Planning“How Much Does Assisted Living Cost in 2023?” by Sam DiSalvo, finance.yahoo.com, March 30, 2023.“Long-Term Care for Childfree Individuals,” by Jay Zigmont, childfreewealth.com, Nov. 23, 2023.“Who Will Take Care of Me?” by Jay Zigmont, childfreewealth.com, Dec. 12, 2023.“Get Your Paperwork Right, Now!—Wills, Beneficiaries, Living Wills, POAs and More,” by Jay Zigmont, childfreewealth.com, Aug. 28, 2022.Other“New Report: Being Childfree May Not Make You Rich, But It May Make You Happy,” by Jay Zigmont, childfreewealth.com, Oct. 6, 2022.“The Gardener and the Rose,” by Jay Zigmont, childfreewealth.com, Aug. 28, 2022.The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy, by Jordan Grumet“Jordan Grumet: The Purpose Code,” The Long View podcast, Morningstar.com, Jan. 7, 2025.
https://www.youtube.com/playlist?list=PL2E2F6k95pfOZAxshYr5gTIpDGJ66B1AX : Mes vidéos sur le E-Commerce☎️ Prendre RDV avec Make Sense : https://ms4d.io/BfO56
Version Eight | Digital Marketing Tips and Strategies For SME's
Discover why most marketers and agencies are focusing on the wrong metric to measure marketing success. I'll reveal the #1 metric you should be tracking instead of ROAS, explain why profit on ad spend (POAS) is the true indicator of marketing effectiveness, and show you exactly how to calculate it for your business. This knowledge is crucial if you want to make data-driven decisions that actually grow your bottom line.
Understanding the significance of Powers of Attorney (POA) is crucial for anyone planning for the future. Legal expert Todd Whatley leads our discussion on why establishing a POA is a must-have for every adult, emphasizing the role it plays in protecting your interests and easing family burdens during times of uncertainty and incapacity.• Definition of Power of Attorney and its importance • Types: Financial and healthcare POA explanations • Consequences of inaction: guardianship risks highlighted • Common misconceptions about POAs debunked • Selecting the right agent: trust and duties explained • Recommendations for developing a comprehensive POA • Call to action: Create or review your POA today for peace of mind Please call the office 479-601-4119 or go to generationslegalgroup.com for assistance in getting your Power of Attorney completed.Information to help you answer all of your questions about aging.
This week, we discuss why everyone, regardless of age or wealth, needs a Power of Attorney. We'll cover the different types of POAs, what they authorize, and how to set one up. Protect yourself and your loved ones by understanding this essential legal document.
This week, we discuss why everyone, regardless of age or wealth, needs a Power of Attorney. We'll cover the different types of POAs, what they authorize, and how to set one up. Protect yourself and your loved ones by understanding this essential legal document.
In this episode of Next Steps 4 Seniors: Conversations on Aging, host Wendy Jones dives into a topic that’s often overlooked until it’s too late—the importance of establishing a Power of Attorney (POA). Whether for financial decisions or medical care, having the right person in place can make all the difference in ensuring your wishes are honored. Wendy breaks down the types of POAs, explains why they matter, and clears up common misconceptions that could leave families in legal limbo. Plus, she shares real-life examples of how choosing the wrong person—or failing to put a POA in place—can lead to devastating consequences. Don’t wait for a crisis to take action! Tune in for expert advice, practical steps, and a heartfelt reminder that planning ahead isn’t just about paperwork—it’s about peace of mind.
Oscar Vasquez is all about Living Trusts and other estate documents such as wills, POAs and authorizations. It's so important to get these documents organized as soon as you can, and then review them regularly. In this episode, Oscar explains: How 68% of American homeowners don't have an estate plan Living Trusts Comprehensive Living Trusts Advanced directives Revocable vs irrevocable If you're an American, be sure to check out Oscar's generous offer near the end! Listen now and then share this episode! Find Oscar at https://estatedocprep.com/ Learn more about Oscar and find all his links - including his generous offer - at https://boomwithabang.com/the-boomer-womans-podcast-oscar-vasquez/
2025 is here—are you ready to make it your best year yet? In this episode, Dr. Jay explores how to reflect on the wins and challenges of last year, set goals that fit your unique life, and build habits that actually stick. Whether you're focused on improving your health, managing your finances, or growing personally, this episode is all about progress over perfection. Learn how to turn your big dreams into realistic, doable steps that lead to lasting change. Let's make this the year you thrive!Mentioned in this episode:-Atomic Habits Book: https://jamesclear.com/atomic-habits -Childfree Wealth Check-Up: https://childfreewealth.com/schedule-a-checkup/-CW Podcast - Book Club The Gap and The Gain: https://www.youtube.com/watch?v=BXIwh8rtaDc -The Childfree Guide to Life and Money by Dr. Jay Zigmont: https://childfreewealth.com/childfree-guide/-CW Article - Get your paperwork right, now! – Wills, Beneficiaries, Living Wills, POAs and more: https://childfreewealth.com/resources/get-your-paperwork-right-now-wills-beneficiaries-living-wills-poas-and-more/-Free Will: https://freewill.com/-CW Podcast - Forced Adulting: https://youtu.be/_deRkBA8tBA-CW Podcast - Interview with Bernadette Joy: https://www.youtube.com/watch?v=3CCiVA54AQs-Woman's World Article - Questions for Aging Parents: https://www.womansworld.com/life/money/financial-planning-questions-for-aging-parents-CW Core Offering: https://childfreewealth.com/core-offering/ #NewYearBetterYou #2025Goals #ChildfreeLiving #FinancialPlanning #PersonalGrowth #LifeGoals The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. Like the show? Leave us a rating & review! If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Join our newsletter HERE. Schedule a meeting with a Childfree Wealth Specialist® HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Listen to the first episode in a three-part series with special guest, Christopher Hornbaker. Christopher is an attorney at Colorado-based Davis Schilken, PC Law Offices, helping famlies navigate the often-complex estate planning process. In this episode, host Austyn Garcia interviews Christopher about the basics of estate planning and who needs an estate plan (Will, POAs, etc.) Learn more about Christopher Hornbaker and Davis Schilken, PC at www.dslawcolorado.com. Schedule a free consultation with Denver Wealth Management, Inc. at www.denverwealth.com.
When it comes to estate planning, most people's first thoughts are about creating a will. But there's another important document that only about one third of Canadian adults currently have in place. And that's a power of attorney or POA. Laura Tamblyn Watts, Author and CEO of Canada's National Seniors Advocacy Organization, CanAge, and Rob McGavin, the Managing Director at Scotiatrust give us the ins and outs of this sometimes intimidating, but essential document. Key moments this episode: 1:44 – So what is a power of attorney? 2:50 – The various names for these documents in different provinces 3:28 – How POA for property can be used to help a family member who would rather have someone else handle those decisions and tasks before its necessary 4:15 – Why POA is a critical part of the estate planning conversation 4:50 – How many Canadians actually have a POA? 7:20 – Why POAs are important for people of all ages 8:21 – What are the responsibilities for someone acting as an attorney? 11:12 – When POA for personal care kicks in and how is that determination made? 14:34 – The limitations of managing a loved one's finances without a POA 17:37 – When should someone get a POA? 20:00 – How to start a conversation with a parent about POA 22:32 – Addressing the common misconceptions around POAs 22:38 – Who should or shouldn't you appoint as your POA? 28:20 – What role Scotiatrust can play when it comes to estate planning For legal disclosures, please visit http://bit.ly/socialdisclaim and www.gbm.scotiabank.com/disclosures
Version Eight | Digital Marketing Tips and Strategies For SME's
I'm the founder of V8 Capital (Est. 2023), we're private SME investors that invest in and grows small to medium-sized businesses with a portfolio of brands that are collectively doing R70M+ per annum. I'm also the founder of South Africa's Top 1% digital marketing agency, V8 Media that has done over a billion rand in sales for direct-to-consumer brands. On this channel I share everything I've learnt in the last decade around how to build better businesses. www.v8group.co.za
In this week's episode, we discuss profit-boosting strategies with Chad Rubin, an e-commerce veteran. Chad, who has built and sold companies like Skubana and The Prosper Show, shares insights on pricing strategies, data-driven decisions, and AI in e-commerce. Key points include optimizing Amazon listings, managing ad spend with POAS, and understanding algorithmic brands' future. Chad's extensive experience and passion for e-commerce success are evident. He's also a global speaker and author of the Amazon bestseller "Cheaper, Easier, Direct." Like, comment, and subscribe for more finance and e-commerce insights! Takeaways:Data-Driven Decisions: Aggregators and successful sellers leverage data science teams to drive decisions. This approach, known as algorithmic branding, involves using algorithms for PPC, inventory management, and pricing to optimize business operations. Understanding and Adapting to Fees: Sellers need to get used to Amazon's changing fee structure. Operating smarter by predicting inventory levels, adjusting prices, and being efficient with inventory can help maintain profitability despite fee increases. Profit on Ad Spend (POAS): Instead of focusing on ACOS (Advertising Cost of Sales), consider using POAS, which takes into account the total cost of delivering a unit to the customer. This metric provides a clearer picture of profitability. Bundle and Pack Products: To avoid price competition, consider selling products in bundles or packs. This approach can create additional value for customers, making direct price comparisons with competitors more difficult. Optimize Pricing: Use dynamic pricing strategies to adjust prices based on demand and competition. By harmonizing price and ad spend, sellers can increase their contribution profit. External Traffic: Analyze and optimize external traffic sources in addition to organic and paid traffic within Amazon. A higher percentage of external traffic can diversify sales channels and reduce dependency on Amazon's internal ecosystem. Quote of the Show:Start adjusting prices to understand their impact on your objectives. I created it out of necessity when nothing on the market met my needs. Start by creating a spreadsheet with your ASIN and objective, then input all relevant factors like price, fees, ad spend, and competition. See how price adjustments affect your goals.Links :Website – Profasee : https://profasee.com/Twitter – Profasee : https://twitter.com/theeprofaseeLinkedIn – Profasee : https://www.linkedin.com/company/81280009LinkedIn – Personal : https://www.linkedin.com/in/itschadrubin/Twitter – Personal : https://twitter.com/itschadrubinWant To Level Up Your Business? Register With Our SponsorsViably is the complete financial solution to help e-commerce business owners extend their cash flow through funding. Viably's revenue-based funding programs are designed to provide online sellers with the funding they need to achieve their business goals. Whether you need to increase your inventory or ramp up your marketing efforts, Viably can help you access the capital you need to succeed.Claim your extra $1,500 when you qualify for $25,000 or more in funding. Go to https://www.runviably.com/legends and start your application today.
POWER OF ATTORNEY MYTHS BUSTED!
"Hi, I'm Cianna and I'm going to die someday." With this thought-provoking introduction, Cianna Stewart, founder of Dying Kindness prompts questions from those around her.Today, Bri talks with her as she shares her unique perspective as a caregiver with extensive experience in navigating the complexities of death to the forefront. Drawing from her background working in HIV during the 1990s and her personal encounters with loss, Cianna shares invaluable insights on making key decisions now to ensure a gentler departure for ourselves and greater peace for our loved ones left behind.In this episode, they explore the often-overlooked topic of death and how we can approach it with kindness and foresight. Regardless of the decision to not have children, embracing the reality of mortality & the impact that will be felt by those left behind can profoundly enrich our lives.Tune in for a candid conversation on navigating the practical and emotional aspects of planning for death with grace and compassion.Connect with Cianna of Dying Kindness below:+ Dying Kindness Website (Death Binder download link can be found on the home page.)+ Death Literacy course+ Dying Kindness Facebook groupAdditional Resources:+ Childfree Estate Planning+ Get your paperwork right, now! - Wills, Beneficiaries, Living Wills, POAs and moreThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!Stay up to date with Childfree Wealth® by signing up for our newsletter here! Want to meet with a Childfree Wealth Specialist®? Schedule a free consultation call here!Instagram | Facebook | LinkedInDisclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Legal experts offer recommendations for estate planners when handling clients with diminishing capacity, including ethical considerations, POAs, trust planning, and more. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.
You've GOT TO SEE our "Costa Rica Good News Report" Website: www.costaricagoodnewsreport.com Here's our NEW Costa Rica Good News Report YouTube Channel with over 1,000 videos! https://www.youtube.com/@thecostaricagoodnewsreport/video --- Send in a voice message: https://podcasters.spotify.com/pod/show/costa-rica-pura-vida/message
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss flashing red lights - issues that require attention.They cover various topics, including estate planning, budgeting, debt, disability insurance, the complexity of mixing investment strategies, and the importance of understanding taxes. You'll also hear them touch on the challenges of caring for aging parents and the risks of being underinsured. The episode emphasizes the need for proactive financial planning and offers insights to help listeners navigate potential pitfalls.Resources:Article: Get your paperwork right, now! - Wills, Beneficiaries, Living Wills, POAs and moreFree Course: 8 No-Baby Steps CoursePodcast: Ep. 36: 8 No-Baby StepsArticle: The time to plan for a disability is NOWWebsite: Freelancers Union Disability InsuranceLike the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth on social media, or visit our website www.childfreewealth.com!Stay up to date with Childfree Wealth by signing up for our newsletter here! If you're looking for financial help, we offer three services. Join our free 8 No-Baby Steps course to work through your finances on your own. Looking to manage your finances on your own? Enroll in Childfree Wealth Academy for $50 per month. For one-on-one planning, schedule a free consultation call.Instagram | Facebook | LinkedInDisclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
"O.C.," an expert on the U.S. Army Psychological Operations Assessment and Selection (POAS), joins us in a conversation about how to best prepare for the mental and physical journey. O.C. answers the multitude of questions from Derek and Ash, including: What is POAS? Is it physically demanding? How is it different from Special Forces Assessment and Selection? What are we looking for in candidates? What are the best ways to prepare?MAJ Ashley "Ash" Holzmann is an experienced Psychological Operations Officer serving in the 1st Special Warfare Training Group at the United States Army Special Warfare Center and School. SGM Derek Riley is one of the most experienced Civil Affairs Noncommissioned Officers in the Army Special Operations Regiment. He has incredible deployment experience and serves the Proponency at the United States Army Special Warfare Center and School. Would you like to know more?View the Ghosts in the Machine PSYOP Recruiting Videohttps://www.youtube.com/watch?v=VA4e0NqyYMw OrCheck out this official Go ARMY SOF video about some of the experiences of becoming PSYOP (featuring co-host, Ash).https://www.youtube.com/watch?v=5aJgotD2mfI ARSOF CORE ATTRIBUTESIntegrity. Being trustworthy and honest, acting honorably, and adhering to ethical standards.Courage. Acting on own convictions despite consequences; is willing to sacrifice for a more significant cause; not paralyzed by fear of failure.Perseverance. Working toward an end; has commitment; physical or mental resolve; motivated; gives effort to the cause; does not quit.Personal Responsibility. Being self-motivated and an autonomous self-starter, he anticipates tasks and acts accordingly, taking accountability for his actions.Professionalism. Behaving as a standard-bearer for the regiment, he has a professional image including a level of maturity and judgment mixed with confidence and humility; he forms sound opinions and makes their own decisions, stands behind his sensible choices based on his experiences.Adaptability. Possessing the ability to maintain composure while responding to or adjusting one's thinking and actions to fit a changing environment; the ability to think and solve problems in unconventional ways; the ability to recognize, understand, and navigate within multiple social networks; the ability to proactively shape the environment or circumstances in anticipation of desired outcomes.Team Player. Possesses the ability to work on a team for a greater purpose than himself; dependable and loyal; works selflessly with a sense of duty; respects others and recognizes diversity.Capability. Maintaining physical fitness, including strength and agility; has operational knowledge; can plan and communicate effectively. Army Special Operations Recruiting:SOF Recruiting Page (soc.mil)https://www.soc.mil/USASOCHQ/recruiting.html GoArmySOF PSYOP Site:GO PSYOPhttps://www.goarmysof.army.mil/PO/ The Official Podcast of the United States Army Special Warfare Center and School!USAJFKSWCS selects and trains all Army Special Forces, Civil Affairs, and Psychological Operations soldiers. Please visit our website at: https://www.swcs.milBe sure to check us out and follow us at:https://www.facebook.com/jfkcenterandschoolhttps://www.instagram.com/u.s.armyswcs/https://www.youtube.com/c/USAJFKSWCS/videosPlease like, subscribe, and leave a review! And if you enjoyed this, become a member of the underground by sharing with at least one other person. Word-of-mouth is how movements like this spread.
Today, Blair discusses what to know about POAs.
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The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss the concept of forced adulting.The concept of forced adulting came from a client. As Dr. Jay walked through the financial planning process with them, they referred to it as forced adulting. Simply put, it's accountability in getting done the things you need to do. When working with clients, each month we focus on one or two things allowing clients to complete tasks without feeling too overwhelmed. While these tasks can be completed on your own, sometimes it's easier to have professional help to answer questions & provide accountability.Resources:FREE 8 No-Baby Steps for Childfree People Course8 No-Baby Steps PodcastWhat is the Money Management System?Money Management System Free TemplateGet your paperwork right, now! - Wills, Beneficiaries, Living Wills, POAs and moreDeath Binder by Dying Kindness7 Questions to Ask Aging ParentsCaring for Elderly FamilyThe Sabbatical - A tool to recenter & find yourself.How Do Taxes Work for Childfree People?What is the difference between tax planning & tax filing?Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth on social media, or visit our website www.childfreewealth.com!Stay up to date with Childfree Wealth by signing up for our newsletter here! If you're looking for financial help, we offer three services. Join our free 8 No-Baby Steps course to work through your finances on your own. Looking to manage your finances on your own? Enroll in Childfree Wealth Academy for $50 per month. For one-on-one planning, schedule a free consultation call.Instagram | Facebook | LinkedInDisclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Estate planning is not only for older, established homeowners. Jeff explains how to know when it's the right time to set up powers of attorney and wills. He outlines state laws that will determine how medical decisions and finances will be handled if a person dies or becomes incapacitated without legal documents in place. Then, he ties it all together with a discussion of trusts for asset protection and tax management. This is a vital discussion for every adult to understand the importance of timing and the different options available for smart, proactive estate planning. WHAT YOU NEED TO KNOW (01:01) Everyone age 18+ is deemed an adult in Pennsylvania (PA) and should have a financial power of attorney (POA) in place. (02:09) If no health care POA is in place, state law determines who can make medical decisions for you. (02:29) The state can determine who your assets will go to if you die without a will. (05:19) Do not assume that all your assets will go to your spouse if you die without a will. (05:35) Do not assume that you're “too young” to need a power of attorney. (06:22) Increasingly, 18-year-olds are getting POAs before they go off to college so that their parents can get involved on their behalf if the student suffers a serious illness or injury or needs help with, say, a banking issue or a problem at the school. (07:37) If no POA is in place at 18, the next best time is when you start making some money. In fact, a financial POA is probably more valuable than a will at this point. (08:12) Having a POA in place avoids legal guardianship hearings should a loved one become incapacitated. (11:36) In general, there are two major types of trusts: testamentary trusts (created under a will) and living trusts (including revocable and irrevocable trusts). There are different types of irrevocable trusts (e.g., tax trusts, asset protection trusts). (15:06) Revocable trusts are taking the place of testamentary trusts. These provide asset protection but need to satisfy the five-year look-back period. (17:41) If a young person needs long-term care, it is much better to do crisis planning with a financial POA already in place. (19:36) Get an irrevocable tax trust only if you have more than the federal estate tax amount, which is currently about $26 million for a couple. (21:19) Do you have a house or about $150,000 in investable assets that you do not rely on for everyday expenses? If yes, consider an asset protection trust. LINKS AND RESOURCES MENTIONED A FORK IN THE ROAD: Modern Estate Planning and How Elder Law Is Taking the Other Fork https://www.amazon.com/FORK-ROAD-Modern-Estate-Planning/dp/1959840827 Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/
Episode 75. You've seen real estate transactions in trusts, businesses, and power of attorneys. But how should you sign them? Stay tuned for my personal answer. The following link will take you to our Podcast links, YouTube, social media, and email: https://linktr.ee/peaksigning Supporting our sponsors supports the podcast: Loan Signing System http://loansigningsystem.com/?afmc=3ew Complete Notary Mentorship https://www.loansigningsystem.com/notary-signing-agent-mentorship.html/?afmc=3ew NotaryAct https://register.notaryact.com/peaksignings/
In this first part of our series that addresses some commonly asked questions, Jeff highlights the importance of proper planning for asset protection, regardless of age, and describes the expertise needed to effectively serve clients in this highly specialized area of the law. In addition to protecting your assets, it's about securing your financial legacy and ensuring that your loved ones receive the benefits you intend, even in the face of unexpected life events. What You Need to Know (01:31) What is elder law? Elder law is asset protection law—and it's for everybody, not just elders. Remember that once you turn 18, you are deemed to be an adult. So, everyone over 18 needs a financial power of attorney (POA) in place because illness and accidents can happen at any age. (05:16) Are online power of attorney forms good enough? No, POAs produced using an online form or a general practice attorney typically lack important details and state-specific provisions. Work with a professional who knows asset protection law for your state and how to provide for it in legal documents. The POA must use specific language for limitations and authorizations, including many of the powers in the realm of estate planning. (11:52) Why use a certified elder law attorney? A certified elder law attorney (CELA) has extensive experience and education focused on 12 different concentration areas. The certification exam is very difficult. Attorneys who pass the rigorous exam demonstrate aptitude in asset protection, Medicaid planning, special needs planning, etc. The National Elder Law Foundation is the certifying body. (16:06) Can I just put beneficiary designations on everything and not worry about probate? You could, but that doesn't mean you should. Beneficiary designations are quick and avoid a trip to the courthouse. But, beneficiaries do not avoid inheritance tax. Creditors have direct access to whatever assets your beneficiaries have. And, there are any number of scenarios that can result in your assets going to people you never intended. (26:08) Beneficiary designations provide no asset protection unless you establish a trust for the benefit of the spouse or the children. Be sure to work with an expert, someone who knows the complexities and nuances of this practice area. LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/
The United States Army Special Warfare Center and School Command Team sits down with the Pineland Underground Podcast to discuss their vision for Army Special Operations training and education geared towards the future. They highlight the current state of the schoolhouse and the pathway forward to achieve the ARSOF of 2030. The Official Podcast of the United States Army Special Warfare Center and School!USAJFKSWCS selects and trains all Army Special Forces, Civil Affairs, and Psychological Operations soldiers. Please visit our website at: https://www.swcs.milBe sure to check us out and follow at:https://www.facebook.com/jfkcenterandschoolhttps://www.instagram.com/u.s.armyswcs/https://www.youtube.com/c/USAJFKSWCS/videos
Essential estate planning documents help ensure your intentions will be honored, especially if you're not in a position to express them yourself. Liz Ochoa, Raymond James private wealth strategist, discusses the differences between some of these powerful documents and shares which ones should be established as early as age 18. [Recorded Aug. 3, 2023]
Welcome to our Podcast #4,131! Here's a link to our Costa Rica Pura Vida Amazon Products Store! Happy Shopping! https://www.costaricagoodnewsreport.com/costaricaproductsamazon.html You've GOT TO SEE our "Costa Rica Good News Report" Website: www.costaricagoodnewsreport.com Here's our NEW Costa Rica Good News Report YouTube Channel. Over 830 Short, Entertaining Videos that will get you excited about Costa Rica: https://www.youtube.com/@thecostaricagoodnewsreport/videos --- Send in a voice message: https://podcasters.spotify.com/pod/show/costa-rica-pura-vida/message
Welcome to our Podcast #4,008! Here's a link to our Costa Rica Pura Vida Amazon Products Store! Happy Shopping! https://www.costaricagoodnewsreport.com/costaricaproductsamazon.html You've GOT TO SEE our "Costa Rica Good News Report" Website: www.costaricagoodnewsreport.com Here's our NEW Costa Rica Good News Report YouTube Channel. Over 800 Short, Entertaining Videos that will get you excited about Costa Rica: https://www.youtube.com/@thecostaricagoodnewsreport/videos Want to become a RESIDENT of Costa Rica? https://www.costaricaimmigrationandmovingexperts.com Enjoy our FULL TIME promotions of Costa Rica and the Pura Vida --- Send in a voice message: https://podcasters.spotify.com/pod/show/costa-rica-pura-vida/message
Congratulations! You just turned 18. You are an adult now, well, legally speaking. Your parents can no longer gain access to your financial information or make medical decisions for you. But before you celebrate your newfound independence, here is something to consider. What if you need help? When you turn 18, it's important that you authorize someone—most likely your parents—to stand in for you and make decisions on your behalf if you are unable to do so for yourself. The smart thing is to get a financial power of attorney and a health care power of attorney with an advanced health care directive. Taking this step will ensure that your parents (or other trusted individuals) will be able to help with important matters, if needed, while still respecting your wishes and autonomy as an adult. What You Need to Know (00:49) You're 18. The law presumes that you now are of the age of majority, which means you have the legal capacity to sign contracts, vote, join the military, and get married. (02:17) Once you're 18, set up a financial power of attorney (POA) to authorize someone to help with financial decisions and management or act as a liaison—pay bills, contact the bank, check on financial situations, etc. (03:30) The same recommendation applies to your health care. Get a health care POA with HIPAA language to enable a trusted individual can make decisions for medical care if you are not able to make those decisions for yourself. (09:46) The unnecessary expense, delays, and emotional toll of seeking guardianship can be avoided by having a financial POA and a medical POA. (11:20) A living will, also known as an advanced health care directive, can be included in your medical POA. This will enable you to decide ahead of time how you want to be treated if a decision is needed about end-stage medical care (i.e., when there is no realistic hope for recovery). (21:45) Everyone over 18 should have financial and medical POAs in place. Be very careful about using online do-it-yourself documents. Every state has specific rules and notaries are often required. About Bellomo & Associates Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more. LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ Twitter:https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/
Welcome to our Podcast #3,102! Here's a link to our Costa Rica Pura Vida Amazon Products Store! Happy Shopping! https://www.costaricagoodnewsreport.com/costaricaproductsamazon.html We appreciate your listening and hope you find the time to go through the 100's of episodes that we have recorded already. They're short, so listen to a few every day! I promise you will learn all you need to know about one of the happiest countries on the planet! Here's some links that will get you started in learning more about Costa Rica! You've GOT TO SEE our "Costa Rica Good News Report" Website: www.costaricagoodnewsreport.com Here's our NEW Costa Rica Good News Report YouTube Channel. Over 600 Short, Entertaining Videos that will get you excited about Costa Rica: https://www.youtube.com/@thecostaricagoodnewsreport/videos Check out our NEW COSTA RICA LOVE STORIES! There's ONE THING BETTER than falling in love. . falling in love in COSTA RICA! Here's the link: https://www.costaricagoodnewsreport.com/lovestories.html So many GOOD-NEWS stories coming out of Costa Rica. We'd love to share them with all of you! Way over 100 stories ready right now. Learn all about one if the Happiest Countries on the Planet. . Costa Rica! Here's a link: https://vocal.media/authors/skip-licht Become a "COSTA RICA PURA VIDA" Brand Ambassador & Share the LIFESTYLE with EVERYONE! Here's the link: https://www.costaricagoodnewsreport.com/brandambassador.html If you have an interest in becoming a RESIDENT of Costa Rica, we can help: http://www.costaricaimmigrationandmovingexperts.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/costa-rica-pura-vida/message
THE HER EMPOWERED DIVORCE, DIVORCE EXPERT SERIES - Special Guest Expert : Cary Jacobson, Esq.In this episode of the Her Empowered Divorce Expert Series podcast, Beverly Price interviews Cary Jacobson talks aboutKey Interview Questions:1. Why should you not DIY your own divorce/separation agreement?2. What professionals should someone have as part of their divorce team?3. What are the benefits of alternative dispute resolution?4. How quickly can someone get divorced?5. Why should you update your estate plan after your divorce?What 3 actionable takeaways can you give women that they can do to enhance their journey from beginning to end and recovery from the divorce process1. Get your divorce team in place (divorce coach, financial advisor/CDFA, attorney and/or mediator).2. Make sure you are getting the necessary self-care.3. Make sure you update your estate - change your beneficiaries on your life insurance/retirement/investment accounts, update your will, POAs, etc.ABOUT CARY JACOBSON:Cary Jacobson, Esquire is the founder and managing partner of Jacobson Family Law. Cary has been practicing law for nearly a decade, having successfully represented clients in all facets of family law proceedings including separation, divorce, custody, child support, post-divorce enforcement, and other family law related matters.Through her experience litigating family law matters, Cary has found that the conflict associated with litigation often tears a family apart making it toxic for children and their parents. However, as a certified mediator and collaborative divorce attorney, Cary has also seen how these forms of alternative dispute resolution can lead to and foster successful co-parenting arrangements.Cary has chosen to dedicate her practice to working with clients who wish to resolve their family disputes without court intervention. She assists clients in choosing between mediation, collaborative divorce or separation agreements in order to keep drama out of their divorceCONNECT WITH CARY JACOBSON -Website- www.jacobsonfamilylaw.comFacebook - https://www.facebook.com/jacobsonfamilylawInstagram – https://www.instagram.com/jacobsonfamilylaw/LinkedIn - linkedin.com/in/caryjacobson/Tik Tok: https://www.tiktok.com/@jacobsonfamilylaw?lang=enCONNECT WITH PODCAST HOST AND DIVORCE AND EMPOWERMENT COACH, BEVERLY:Website - www.herempowereddivorce.comEmail - beverly@herempowereddivorce.comPhone: 843-315-8659Facebook - https://www.facebook.com/herempowereddivorce/Facebook - https://www.facebook.com/beverlyprice365/Facebook Group for Women: Women's Divorce and Empowerment Group https://www.facebook.com/groups/divorcerecoveryInstagram -
If you're a solo ager and you must use a power of attorney (POA), make it as limited as possible. We received the following from a solo ager listener: “You state in your book that a financial power of attorney is not necessary if there's a solid living trust in place. (I don't feel the risk of abuse is a critical concern in my case). However, my lawyer says I need to name one.”- Lori This attorney refused to complete our listener's estate plan unless she included a financial power of attorney. Why I avoid POAs whenever possible Powers of attorney are very overpowered. It can be executed with just a simple notary with no witness requirements. But, for that basic execution, there is unlimited control over someone else's finances, house, etc. Powers of attorney are pretty unstructured. There are no guide rails in the law for how an agent under the POA is compensated or whether there should be an accounting proceeding. Besides, if you have a revocable living trust, then you have most of the benefits of a power of attorney. You would only need a POA if you are traveling abroad or incapacitated. You'd need someone to manage the funds on your behalf so you don't fall into arrears or foreclosure. I don't think the risk of having a financial power of attorney is worth covering those outlaying scenarios. If you ever read a standard power of attorney, you'll see that the agent has the power to do almost anything with your finances and property. A supreme example from the news headlines is of Brooke Astor, a famous New York philanthropist. Her son was able to siphon about $80 million from her estate with a simple POA, contrary to the rest of her estate plan. You might read the scenario above and say, well, I'd only give power of attorney to someone I trust. We've seen people who used to be the most trusted candidates go astray. Money does interesting things to people. This fear should not keep you from creating an estate plan, but keep in mind that you should minimize the use of a POA. Why would an estate planning lawyers insist you sign a POA The short answer is that I don't know why anyone would be that stubborn to make their client do things their way. It's like a doctor saying, “Get this surgery and you will be better. If you don't listen to me, then I won't be your doctor anymore.” If they can't explain their reasons to your satisfaction and still insist, consider changing lawyers. Some attorneys have always done estate planning “packages”, and haven't changed with the times. It might be hard to leave an attorney that you've been working with for a long time and who you are otherwise comfortable with. But, if you can't get a decent answer to this pretty powerful question, it might be worth getting at least a second opinion. Ways to limit a power of attorney If you feel that you need a power of attorney, then ask the attorney to make it a limited one. There are two main ways to limit a POA: The first way is to get a springing POA instead of a general POA. A general POA is effective immediately upon signing. A springing POA is conditional; those powers only come into existence if certain conditions are met. Usually this means that you must be deemed incompetent by two physicians. The second way to limit a POA is to only choose specific powers for the agent to have. You don't want to check the box that says your agent under the POA has the power to gift all of your money. And you certainly don't want to check the last box that says, “All of the above.” Carefully choose only the powers that are needed to accomplish your goals. If it's not something you would do in your own capacity, don't give someone else the power to do it! Solo Ager If you don't already have my book, “The Solo Ager Estate Plan,” click the link below for a copy. Free copy of "The Solo Ager Estate Plan" Complete this form to receive your complimentary copy of Anthony's Amazon best-seller, “The Solo Ager Estate Plan”
1.Free estate planning documents.2.Guardianship for minor children (or your pets!)3.Is Trust right for me?4.Burial instructions.5.End-of-life instructions (Living Will).6.POAs.7.Asset distribution.8.Knick-knacks.9.Communicating with your loved ones about where you store your documents.10.Routine review.
Google Ads er så godt, som du gør det til. Du kan gøre flere ting for at give dig selv bedre indblik i dine resultater - og at give algoritmen bedre datainput, så den leverer flere resultater til dig. Step 1: Serverside tagging (med Enhanced Conversions) Vi sporer 20-30-40 % mere omsætningsværdi ved implementering af serverside via Google Tag Manager. Det er billigt at implementere og gør øjeblikkeligt dine kampagner bedre. Step 2: Fra ROAS til POAS Hvis du er e-commerce kan du bruge værktøjer som fx Profitmetrics til at gå fra ROAS til POAS. Du kan justere budgivningen efter de kampagner, der skaber den største profit for dig, for det er ikke nødvendigvis dem, der skaber den største ROAS. Step 3: Opsætning af Offline Tracking Hvis du arbejder med leads, hvor at du ikke nødvendigvis måler slutværdien, men blot en kontaktformular-udfyldning, kan du bruge Offline Tracking til at skyde faktisk omsætningsdata ind i Google Ads. Du har fået 10 kontaktformular-udfyldninger - men hvor meget omsætning? Det kan faktisk lade sig gøre at indskyde. Der findes native integrationer i fx HubSpot, men ellers kan du kode det selv eller bruge Zapier. Step 4: Mål nye vs eksisterende kunder I Advantage+ på Facebook har du mulighed for at skelne penge brugt mellem nye og eksisterende kunder. Det kan du også gøre i Google Ads ved at uploade dine kundelister. Du kan både byde højere eller lavere for eksisterende kunder, men også optimere dine kampagner til fx kun at levere nye kunder, du kan realisere en højere livstidsværdi på.
Featuring: Jennifer Troiano, Retina Account Manager, Coherus BioSciencesBIO: Jenn has worked in the industry for over 20 years, excelling in sales and management positions. She has extensive experience with product launches and sales of established and new treatment products. She has created training programmes and has a specialty in Biologics Sciences continuing education. Description: We speak with a pharma industry veteran on the secrets to a successful product launch from a Field Sales perspective. We categorize it as onboarding, training, technology, and learning retention following NSMs or POAs. We discuss the gaps that the reps must bridge to be empowered to succeed. We discuss the importance of understanding the product's clinical background and data and conclude the session by discussing best practices and what reps will need in the future to ensure their success.What you will learn: 1. Insights into the good and bad factors that the reps face that contribute to product launch success or failure.2. Learn about the most important things a company can do to ensure a successful product launch, such as onboarding, training, and learner retention.3. Determine the skill sets representatives will need to acquire to ensure their success. SHOW NOTES:Learn to measure deeper value from your product launches to demonstrate impact! Join us for the first webinar in our 3-part series with Life Sciences Trainers & Educators Network (LTEN) to learn how data can help you develop meaningful metrics. Register now to secure your spot! https://lnkd.in/gFcCReXSGuest LinkedIn: Jennifer TroianoIndustry Insights: Bending the Spoon Blog Keep up to date on Social Media: Twitter & LinkedInhttps://www.acto.com/ Have a learning journey that you want to hear more about? Email us at podcast@actoapp.com or find me on LinkedIn
Welcome back to the monthly podcast and this one is going to be a longer one, we know people like it when we get deep into the weeds with explaining how things work here, that's sort of counter intuitive but it's true, the deper the dive the better the reactions to the pod and the greater the number of downloads. On this one we are looking back at the first month of 2023, what's been happening, what have we been doing and what's going on in the background and we will be looking into the rationales behind the website. Other Podcast Episodes Mentioned Currency Transfer https://valenciaproperty.podbean.com/e/ep16/ Mortgages https://valenciaproperty.podbean.com/e/ep14/ Lawyers and POAs https://valenciaproperty.podbean.com/e/ep10/ Recommendations for the month Video of the month We found a Youtube channel all about cooking basic Spanish recipes. It's excellent. Spain on a fork, check it out on youtube https://www.youtube.com/@SpainonaFork Property recommendation Our property recommendations for the month are simply to go to our homepage at www.valencia-property.com and take a look. You eat with your eyes of course but you can also put parameters in for your search. If you can't find what you want then simply fill in the form on our First Step post and we will find you something perfect. https://valencia-property.com/new/2021/06/22/the-first-step-to-buying-property-in-valencia/ Article Recommendations Why do Americans move to Valencia? https://valencia-property.com/new/2023/01/02/why-do-americans-move-to-valencia/ Power of attorney post https://valencia-property.com/new/2023/01/09/why-would-you-get-a-power-of-attorney/ Where to eat out around Valencia https://valencia-property.com/new/2023/01/16/where-to-eat-out-around-valencia/ Golden Visa Villas in Valencia https://valencia-property.com/new/2023/01/23/golden-visa-villas-in-valencia/Digital Nomad/Remote Worker Visa https://valencia-property.com/new/2023/01/28/spains-new-digital-nomad-visa-is-up-and-running/
Slam the Gavel welcomes Brenda Daniel to the podcast to talk about the disappearance of her Mother, affectionately known as Poochie. Family troubles began in 2004 after the death of Vonnie, Brenda's oldest sister. Brenda's two sisters and their husbands created turmoil within the family upon discovering Vonnie had not left a will. These same four moved Mrs. Daniels unbeknownst to Brenda and her brother Tom in May 2019. Poochie was moved into an assisted living facility, her home was quickly made inaccessible and sold under market value. By December 2019 Mrs Daniels was held captive inside the facility per her POAs with the support of the facility doctor and management. In March 2020, the facility began an official lockdown due to Covid . That lockdown continued on until May 2021. Covid ravaged the facility as Mrs Daniels remained in isolation there. 14 months of life as a prisoner. Suspicious severe facial injuries occured. Switchblades, hammers and loose pills were presented to Brenda and Doug during window visits. An ADA Advocate, Janice Grenadier has helped Brenda and her husband writing letters to the attorneys, where two of them have withdrawn. While locked in the facility, Brenda has not been allowed to take her mother out. As of now Brenda's Mother has been hidden for almost one year, December 23, 2022 will be the one year mark. Brenda's goal is to see her own Mother. Fascinating podcast discussing the whereabouts of her Mother and dealing with Personality Disorders.To Reach Brenda Daniel: goterps123@aol.comSupportshow(https://www.buymeacoffee.com/maryannpetri)dismantlingfamilycourtcorruption.comSupport the showSupportshow(https://www.buymeacoffee.com/maryannpetri)http://beentheregotout.com/http://www.dismantlingfamilycourtcorruption.com/
Slam the Gavel welcomes Brenda Daniel to the podcast to talk about the disappearance of her Mother, affectionately known as Poochie. Family troubles began in 2004 after the death of Vonnie, Brenda's oldest sister. Brenda's two sisters and their husbands created turmoil within the family upon discovering Vonnie had not left a will. These same four moved Mrs. Daniels unbeknownst to Brenda and her brother Tom in May 2019. Poochie was moved into an assisted living facility, her home was quickly made inaccessible and sold under market value. By December 2019 Mrs Daniels was held captive inside the facility per her POAs with the support of the facility doctor and management. In March 2020, the facility began an official lockdown due to Covid . That lockdown continued on until May 2021. Covid ravaged the facility as Mrs Daniels remained in isolation there. 14 months of life as a prisoner. Suspicious severe facial injuries occured. Switchblades, hammers and loose pills were presented to Brenda and Doug during window visits. An ADA Advocate, Janice Grenadier has helped Brenda and her husband writing letters to the attorneys, where two of them have withdrawn. While locked in the facility, Brenda has not been allowed to take her mother out. As of now Brenda's Mother has been hidden for almost one year, December 23, 2022 will be the one year mark. Brenda's goal is to see her own Mother. Fascinating podcast discussing the whereabouts of her Mother and dealing with Personality Disorders. To Reach Brenda Daniel: goterps123@aol.com Supportshow(https://www.buymeacoffee.com/maryannpetri) dismantlingfamilycourtcorruption.com --- Support this podcast: https://anchor.fm/maryann-petri/support
Have you ever heard of a Will or Trust? I am guessing you have! But do you have a will, a living will, or medical power of attorney? If you do, is it up to date? Do your loved ones know where to find your documents?.... Oh, it's in a safe... good! Do you kids remember where to find that combo for your safe? Here is the thing, while most of us know these things are important, we don't do a good job of dealing with this... why? Studies show that even those we like to think gloomy, most of us go through our days thinking we have time to deal with this stuff later. Plus, none of us like to think about, much less talk about, the end of our life. Legacy is important to almost everyone I have the pleasure of working with. Making sure our family continues on a path we worked hard to set in motion is something we often discuss. Things like POAs, Living Wills, Wills, Trusts, and other legal documents can help your family better maneuver the transition that is inevitably forced upon us. It is also important to know the burden that can be lifted from loved ones making decisions without your final guidance hoping they are making decisions you would want or be proud of. We took an hour with a great friend and attorney who is incredibly intelligent when it comes to this stuff... my favorite part is that he is an attorney with personality and speaks in a language we can all understand... simple! Let's dive in and hope you enjoy, learn something, and improve your financial fortress because of your time invested here! Hosted by Brandan Chasteen. Feel free to reach out to him at bmc@harpethwealthpartners.com and learn more about Harpeth Wealth Partners at https://harpethwealthpartners.com/tools-cost/monitoring-education/ If you would like a financial topic or question discussed on a future episode, please email Brandan and we will do our best to get the content you desire out to you! If you have feedback or thoughts, please email Brandan anytime! --- Support this podcast: https://anchor.fm/brandan-chasteen/support
CBP has extended the time period for brokers, importers and drawback claimants until February 17th to ensure POAs are executed directly between the parties. Proper due diligence now can set the stage for future compliance.
The Customs Broker Modernization Regulations now will require customs brokers to execute POAs directly with the importer or drawback claimant. To ensure compliance, it's necessary to identify and reissue POAs executed by the freight forwarder or other third parties.
Inspired by Steve's recent visit to NYC during the New York City Marathon, we're looking at preparing for retirement as one would prepare for a marathon. From all the preparation to do in advance of the race, to maintaining a proper pace, and making it to the finish line, we're covering the entire journey on this week's podcast episode.Preparing for the Retirement Marathon:Things you do ahead of time to set yourself up for peak success during the race.Once the race clock begins, you can't start it over. Why having a plan ahead of time can help you finish the race.You'll undoubtedly face different, and sometimes unexpected, conditions throughout the race. So how can you plan for those?Remember: it's a marathon, not a sprint. Pacing yourself, and your spending, is important.End-of-Marathon Planning:Join us for a quick walkthrough of the important elements of Estate and Long-Term Care Planning.First items you should get in place, e.g. a trust, wills, POAs.Creating a communication plan for your wishes, your intentions, and the documents you've prepared.Should you have LTC insurance? And if you should, what kind is the best to have?
The Drink: White Negroni The Topic: Estate Planning On this week's episode, Caleb and Jason pick up where they left off with more estate planning mistakes to avoid. They focus on some common issues with POAs and gifting highly appreciated assets. If you think you are too young for estate planning, think again!
Today I am joined by John Cavendish to chat about some key things to remember with dealing with Seller Support. For most, Q4 is an important time for Amazon Sellers. John Cavendish is the CEO & Founder of Seller Candy. Through his ecommerce journey, John owned and operated multiple 7-figure brands on Amazon, leading him to start a full-service Amazon agency. While running this agency, he quickly realized that there was a gap in the market, and pivoted the business into what is now known as "Seller Candy". Seller Candy acts as the technical arm of your Amazon business, bridging the gap between you and Seller Support. No more templated responses, complicated POAs or being bounced between departments - they deal with all of that and free up your time and energy to focus on growth.
Tune in for an episode on “Cautionary Tales” – specifically, this episode is dissecting what POAs are (there are many types!) and then, we chat about an issue our host, an attorney, keeps seeing with a certain type of POA. Tune in, so you don't make the same mistake as many have! While those professionals' intentions are usually pure, sometimes, due to the lack of communication, clients end up confused in the middle. So, let's talk about it - and how we can all, including attorneys, do better. Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
We will talking to Chris Richards Jr He is a Financial Planner that provides advise on the following: 1. Investment Portfolio Management 2. Tax- Planning 3. Risk Management (Life & Health Insurance) 4. Retirement Planning 5. Estate Planning - Trusts, Wills, POAs , etc 6. Education Planning 7. Titling of Assets With all of this knowledge. Let's just say the show is going to be EPIC
Welcome to our Podcast #1,349! We appreciate your listening and hope you find the time to go through the 100's of episodes that we have recorded already. They're short, so listen to a few every day! I promise you will learn all you need to know about one of the happiest countries on the planet! Here's some links that will get you started in learning more about Costa Rica! Check out our NEW COSTA RICA LOVE STORIES! There's ONE THING BETTER than falling in love. . falling in love in COSTA RICA! Here's the link: https://www.costaricagoodnewsreport.com/lovestories.html So many GOOD-NEWS stories coming out of Costa Rica. We'd love to share them with all of you! Way over 100 stories ready right now. Learn all about one if the Happiest Countries on the Planet. . Costa Rica! Here's a link: https://vocal.media/authors/skip-licht Become a "COSTA RICA PURA VIDA" Brand Ambassador & Share the LIFESTYLE with EVERYONE! Here's the link: https://www.costaricagoodnewsreport.com/brandambassador.html Here's a link to the US Embassy here in Costa Rica: https://cr.usembassy.gov/ For more information on acquiring your legal status here in Costa Rica, visit our website at: https://www.costaricaimmigrationandmovingexperts.com Apostilling Your Documents is a Very Integral Part of the Residency Process. Click through on this link for more information: https://www.apostillewilliamedwardlicht.com Our email address is costaricagoodnews@gmail.com We'd love to hear from you! Our short stories / blog postings are located at our Costa Rica Good News Report website. Lots of stories about the life here in paradise! We think you'll really enjoy these: https://www.costaricagoodnewsreport.com --- Send in a voice message: https://anchor.fm/costa-rica-pura-vida/message Support this podcast: https://anchor.fm/costa-rica-pura-vida/support
In this special episode Dr. Nick Lolatgis and I chat about all things recurrent miscarriage, infertility and IVF. What are the causes of recurrent miscarriage and why is so much unexplained? Are any of the myths true? Can stress, over exertion, lack of sleep cause miscarriage?Why is the DQ Alpha match so controversial? Why do so few specialists treat tissue compatibility issues with LMIT?Can BV, yeast infections, UTI's etc harm your baby in early pregnancy?Can you have too much sex during the fertile window?What can we do from home to impact our fertility?Is IUI always better to try before IVF?Can having the Letz procedure cause fertility problems?Should we push for tests after 2 miscarriages?Is it SO bad to be a POAS addict? Spoiler Alert: It is!Dr Nick. Lolatgis is the director at the Centre for Infertility Solutions in Clayton, Melbourne and is at the forefront of reproductive medicine. His clinic is one of two in Australia that treat tissue compatibility issues with a procedure known as LMIT.Join Laksmi on Instagram: @wombroom.podcastIf you're enjoying the show please leave a review! Takes a mere few minutes and will help get these stories into more ears that really need them.You can listen to host Laksmi Wilson's story here:https://podcasts.apple.com/au/podcast/why-does-this-keep-happening-recurrent-miscarriages/id1484930949?i=1000528572349Support the show (https://www.patreon.com/wombroom)
NICOLE'S RECOMMENDATIONS FOR A SUCCESSFUL DEPLOYMENTHow to prepare before you leave:~Set all bills to auto pay~Put both parents names on all bills, car titles, bank accounts, etc. ~~Or visit the legal office for specific power of attourneys (POAs) for vehicles, homes, bank accounts, children, etc)~Plan ahead for when family or friends will come out and visit to help with the kids.While you are gone:~Best voice/video exchange app to keep in touch with your children/family: Marco Polo App for iOS or Android~Finding the right time to call to not disrups a routineReintegration~Utilize couple's retreats when offered by your unit, MWR, or chapel~Military ONE Source offers 12 free counseling sessions.~For in-person counseling sessions, utilize Military Family Life Counselors on the installation.
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