Podcasts about trusts

Bob and Dave have their weekly conversation with Ryan Rowland-Smith to get his thoughts on the Mariners series win over the Giants, which Mariners he trusts the most at the plate right now, and the current state of the starting pitching rotation, they lay out their expectations for Seahawks backup QB Jalen Milroe this season, and they discuss when it’s time to start worrying about Cal Raleigh. 

Protecting assets in divorce doesn't have to be confusing. Learn how prenups, postnuptial agreements, trusts, inheritance, and estate planning can help protect your financial future before or during marriage.What happens to an inheritance in a divorce? Does putting assets into a trust automatically protect them? Is a prenuptial agreement only for wealthy couples? Can a postnuptial agreement protect your family if addiction, business ownership, or financial concerns become part of your marriage?In this episode of Doing Divorce Different, Lesa Koski sits down with Minnesota estate planning attorney Melissa Miroslavich to answer the questions many people don't realize they should be asking until it's too late.Together they discuss protecting assets in divorce, the differences between marital and non-marital property, when prenuptial agreements and postnuptial agreements make sense, how trusts actually work, and why estate planning should be part of every family's long-term plan.Whether you're happily married, engaged, considering divorce, or simply planning for the future, this conversation will help you better understand your options and make informed decisions.In this episode you'll learn:• What a prenup really does (and doesn't do)• When a postnuptial agreement may be appropriate• How inheritance is treated during divorce• The difference between marital and non-marital property• Common misconceptions about trusts• How addiction or financial struggles can affect long-term planning• Why mediation allows families to create customized solutionsEvery family is unique, and every situation deserves thoughtful planning. This episode is educational in nature and is not legal advice. If you have questions about your own circumstances, consult an experienced attorney in your state.If this episode helped you, please subscribe, leave a review, and share it with someone who may benefit from understanding how to better protect their family and financial future.Timestamps(00:00) Welcome and introduction to protecting assets in marriage and divorce(02:15) What every couple should know about prenuptial agreements(08:30) Marital vs. non-marital property explained(13:45) Can inheritance stay separate during divorce?(20:05) Trusts explained: Revocable vs. irrevocable trusts(29:40) Real-life divorce scenario involving inherited assets(37:20) Addiction, financial protection, and postnuptial agreements(48:15) Divorce, legal separation, or postnuptial agreement—which offers the most protection?(56:10) Estate planning after divorce(1:02:45) Beneficiary designations people often forget to update(1:07:30) Final thoughts and practical planning tipsKey TakeawaysA prenuptial agreement is more than planning for divorce—it creates clarity, transparency, and shared expectations before marriage.Simply placing assets into a trust does not automatically protect them during a divorce.Keeping inherited assets separate is essential if you want to preserve their non-marital character.Postnuptial agreements can help couples proactively address financial concerns, but they have unique legal requirements.Estate planning and beneficiary designations should always be reviewed after a divorce or major life change.Guest BioMelissa Miroslavich is a Minnesota attorney focusing on estate planning, prenuptial agreements, postnuptial agreements, business succession planning, and asset protection strategies. She helps individuals, families, and business owners create thoughtful legal plans that protect what matters most while preparing for life's expected—and unexpected—transitions.Resources MentionedMelissa Miroslavich Lawhttps://miroslavichlaw.comSchedule a Divorce Clarity Sessionhttps://www.lesakoski.com/offers/2HAtaGZ6/checkoutDivorce Comeback Communityhttps://www.skool.com/divorce-clarity-40-8663/aboutSoberlink – A Trusted Tool for Accountability in Family Law Caseshttps://www.soberlink.com/divorce/family-law?utm_source=affiliatelink&utm_medium=referral&utm_campaign=lesa-koski-affiliatelinkOsteoStrong Minnesota – Bone Health & Strengthhttps://osteostrongmn.com/affiliate-referral-koski/Tags / Keywordsprotecting assets in divorce, divorce, divorce mediation, mediation, prenuptial agreement, prenup, postnuptial agreement, postnup, inheritance and divorce, trusts, revocable trust, irrevocable trust, estate planning, marital property, non-marital property, asset protection, Minnesota divorce, divorce planning, divorce coach, Lesa Koski, Melissa Miroslavich, family law, divorce education, financial planning after divorce, collaborative divorce

Join Wendy Norman, End‑of‑Life Planning Consultant, and Steven Schindler, Estate Attorney, for a grounded, practical conversation about the essentials of legacy planning — something every adult needs, no matter their age or stage of life. Together, they'll break down what a Will actually does, when a Trust might be the better tool, and what really happens — financially and procedurally — if someone dies without either. You'll also learn how a Durable Power of Attorney works while you're alive, why its authority ends the moment you die (and what takes over afterward), and how the absence of planning can leave families facing court processes they never expected. Finally, Wendy and Steven will explore the part of planning that often gets overlooked: documenting and communicating your wishes. How you want your assets handled. Who do you want to receive what? Which charities or community organizations do you want to support? When you share these decisions ahead of time, you give your loved ones clarity, confidence, and one of the kindest gifts possible — peace of mind. Wendy Norman has been researching and engaging with end-of-life issues for over 15 years. Wendy's interest was sparked by her mother's diagnosis of early-onset Alzheimer's in 2006. This is when she learned how important it is to have a plan before becoming ill, especially when cognitive decline is involved. Wanting to help others understand the value of pre-planning, Wendy became an end-of-life planning consultant in 2017. In 2019, she left a 25-year career in marketing and program management to invest her time and energy toward end-of-life planning, education and awareness. In 2020, she helped create and lead a team of volunteers to launch an education and awareness program called End of Life Ready hosted by End of Life Washington. Building on that experience, Known Wishes was created to broaden and deepen end-of-life education. Steven J. Schindler is an estate attorney who helps individuals and families design comprehensive strategies to achieve their family, business, and charitable goals. His practice includes estate, will, trust, and tax planning and administration; planned charitable giving; nonjudicial dispute resolution; and the preparation of gift and estate tax returns. Known for his ability to tailor solutions to each client's unique circumstances, Steven guides clients through everything from optimizing tax advantages to developing meaningful charitable giving plans to navigating sensitive family dynamics with clarity and care. As an active member of the community, Steven serves as treasurer of the King County Cultural Development Authority (4Culture). He has also held leadership roles as president of the Estate Planning Council of Seattle, president of the Real Property, Probate and Trust Section of the King County Bar Association, and served as a board member at End‑of‑Life Washington. Presented by Town Hall Seattle and Known Wishes.  

The Moneywise Radio Show and Podcast Monday, July 13th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest:  Esther Villa, Co-leader of the Evangelism Department at Calvary Bakersfield & Jessica Villa, Office Assistant, Calvary Bakersfield website: https://calbakersfield.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Esther Villa, Jessica Villa & Calvary Bakersfield are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

In this episode of Money Matters, brought to you by Greenberg Financial Group, Dean phones in the monologue before Dave and Sebastian take the reins for a wide-ranging show. We open on the markets, where the rotation out of technology and into value has been the story of the summer, and where the chip stocks in particular have been testing everyone's patience with sharp swings in both directions. We talk through why that volatility comes with the territory in the AI space, how we think about it as long-term investors rather than getting shaken out of good companies, and why the earnings underneath all of it keep telling a story worth paying attention to. That leads into the bigger picture on the AI revolution, from the massive data center buildout that is really just getting started, to the eye-opening fact that a huge share of this quarter's earnings growth across the market is now tied to AI infrastructure. We get into the names in the middle of it all, the compute race playing out between the biggest companies, and why we still believe we are in the early innings of this cycle. The heart of this week is a conversation with our estate planning attorney we partner with, Jonathan Scibilia, and it is exactly the kind of thing that sets our one-stop-shop model apart. We dig into what happens when a minor is named as a beneficiary, why a conservatorship is a costly headache most families never see coming, and how the right trust structure can protect your heirs and keep more in the family. We also get into inherited IRAs and the ten-year rule, incentive trusts that reward the milestones you care about, and why getting this right up front saves so much down the road. We also cover the new Trump accounts now available for eligible kids, the ongoing situation with Iran and where oil goes from here, and a few individual stories moving stocks this week. And as always, we come back to the plan, because coordinating your investments, your taxes, and your estate under one roof is the whole point of what we do. If you have been thinking about taking us up on the free financial plan, this is exactly the kind of clarity it can bring. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com Disclaimer: This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.  The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only.  A professional advisor should be consulted before implementing any of the options presented.   Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Something new starts here. This is the very first episode of The Nick Hiter Show, a brand-new show I'm launching outside of The Hitstreak — a different format, a different kind of conversation, and a space to go deeper on the stuff that doesn't always fit the usual mold. Thanks for being here from day one.In this opener, I get into the complexities of navigating legal challenges — specifically the impact of lawsuits on personal and family life. I share the frustration of the legal process, the emotional toll it takes, and the lessons I've learned through adversity. We also get into transparency in business relationships, why trust matters so much, and the personal growth that comes from hardship — with some honest reflection on parenting and raising resilient kids along the way.Key Takeaways:- Legal battles can be a long and frustrating process.- Time is a critical factor in legal disputes, often driving up costs.- The emotional toll of lawsuits can affect family dynamics.- Transparency in business relationships fosters trust and collaboration.- Personal growth often comes from navigating difficult situations.- Parenting involves teaching resilience and handling adversity.- Criticism can be a valuable tool for personal development.- Building trust requires vulnerability and openness.- Life experiences shape our understanding of relationships.- Adversity can lead to significant personal and spiritual growth.Follow and contact:Instagram: @nickhiterSubscribe on Youtube: https://www.youtube.com/NickHiterFollow and Rate us on Spotify: https://spotify.com/NickHiterFollow and Rate us on Apple Podcast: https://podcasts.apple.com/NickHiterFollow and Rate us on iHeartRadio: https://www.iheart.com/NickHiter

Most people who have a trust don't actually understand it. They know they have one but they don't know what's in it, whether it's funded, or what happens when something goes wrong. In this episode, David Haughton (estate planning attorney and one of my favorite people to talk to about this stuff) breaks it all down. Revocable vs. irrevocable, joint vs. individual, probate and why avoiding it isn't always the goal.---------✅ Financial planning for 30-50 year old entrepreneurs: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.allstreetwealth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ My personal blog & newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thomaskopelman.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.

Brent chats about the importance of reviewing older trusts and corporate structures. As nothing stays the same, so it is with the circumstances that give rise to these structures originally. Changes in the law and in the family business dynamics often merit a fresh look at these structures. Brent discusses common issues, helpful considerations, and ways to make changes. This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker's firm or its affiliates. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/. Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

In this episode, Loral Langemeier explains why the right business tax strategy begins with your business structure, not your tax return.She discusses how multiple business entities, trusts, R&D credits, cost segregation, and strategic tax planning can significantly reduce taxes while protecting your assets. Loral also explains why many entrepreneurs overpay simply because they rely on traditional tax preparation instead of proactive planning.If you're looking to improve your business tax strategy, lower your taxes legally, and build long-term wealth, this episode provides practical strategies every business owner should understand before the next tax season arrives.Loral's Takeaways:Discussion on Business Tax Strategy That Builds Wealth (00:46)Tax Strategies and Specialists (02:11)Trusts and Investment Strategies (03:40)Conclusion and Next Steps (05:28)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment.Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems: https://integratedwealthsystems.com/Affiliate Sign-Up: https://integratedwealthsystems.com/affiliatesThanks for listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have some feedback or questions about this episode? Leave a comment in the section below!Subscribe to the podcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device.Leave us an iTunes reviewRatings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.

What if you didn't wait until retirement to create the life you've always wanted? In this episode of Live by Design – Mexico Edition, host Taniel Chemsian welcomes Megan and David, a young Canadian couple who made the life-changing decision to move to Mérida, Mexico years before retirement. Motivated by the desire for a warmer climate, a better work-life balance, and a more intentional lifestyle, they traded Canada's harsh winters for one of Mexico's safest and most vibrant cities. Megan and David share how the pandemic became the catalyst for reimagining their future, the practical steps they took to relocate with just five suitcases, and what it's really like to build a new life in Mexico as younger expats. From navigating residency and remote work to experiencing Mexico's affordable healthcare, welcoming community, and high quality of life, they offer an honest look at the opportunities and challenges of starting over abroad. Whether you're planning to move to Mexico, exploring living in Mérida, or simply wondering if you should make the leap before retirement, this episode is packed with practical advice, personal stories, and inspiration to help you design your own future under the Mexican sun. In this episode, you'll discover: Why more young professionals and families are moving to Mexico What makes Mérida one of Mexico's most desirable cities for expats How to prepare for an international move before retirement The realities of residency, remote work, and everyday life in Mexico Healthcare, cost of living, and quality of life in Mérida Lessons learned from building a new life in a different country Why designing your future doesn't have to wait until retirement If you've ever dreamed of creating a life with more freedom, sunshine, and purpose, this episode will show you what's possible when you stop waiting and start living by design.   Key Moments:  06:13 Deciding to make a big move 08:16 Preparing for relocation and residency 13:24 Moving to a new country 14:50 Moving to a warmer climate 17:06 Changing client demographics in real estate 20:22 Dissatisfaction with Canadian healthcare 26:05 Demographics of Merida Relocation 27:29 Transitioning to Mexican real estate   How to contact Megan and David :  EMAIL: info@yucatanrealestategroup.com INSTAGRAM: https://www.instagram.com/yucatanrealestategroup/ YOUTUBE: https://www.youtube.com/@yucatanrealestategroup Real Estate Guide from Yucatan Real Estate Group: https://yucatanrealestategroup.com/guide     Feeling overwhelmed about buying in Mexico? Chat TCP, our AI-powered assistant, guides you to stress-free homeownership. Click here to start using Chat TCP: https://tanielchemsian.com/chat-tcp/?utm_source=youtube_lbd_mex   Want to own a home in Mexico? Start your journey with confidence - download your FREE “Buyer's Guide” now for expert tips and clear steps to make it happen! Click here - https://tanielchemsian.com/buyers-gui...   Discover why everyone is falling in love with Puerto Vallarta real estate: https://tanielchemsian.com/puerto-vallarta-real-estate/   Join the ‘Taniel Chemsian Properties' YouTube channel to learn what you need to know about Puerto Vallarta real estate. https://www.youtube.com/@TanielChemsian   Join our ‘Live By Design: Mexico Edition' podcast: Apple: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/0VfClD5... Amazon: https://music.amazon.com/podcasts/032... YouTube: https://www.youtube.com/@livebydesignmexicoedition   Contact Information: Email: info@tanielchemsian.com Website: https://tanielchemsian.com/ Mex Office: +52.322.688.7435

Redblacks VP of Football Ops Shawn Burke on the high-scoring start to the season, on the 0-3 start, QB Jake Maier, how McLeod Bethel-Thompson will help the team, and the defense.

Brent chats about why life insurance trusts still matter, even with a historically high basic exclusion amount. He talks about their mechanics, benefits to proper structuring, and important income and transfer tax considerations. This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker's firm or its affiliates. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/. Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

In this introductory minisode, host Patrick is joined by his friend and "your neighborhood's friendliest estate planning attorney," Andy Gregory. Andy shares his unique 20-year journey from graduating college to finding his true calling in the law.Key Highlights:An Untraditional Path: After graduating into a tough economy, Andy spent a decade in financial services working for the federal government.The Turning Point: After moving to Minnesota in 2016, Andy experienced a professional re-ignition that led him to attend Mitchell Hamline School of Law in St. Paul as a full-time evening student while working full-time.Finding Joy in Estate Planning: Unlike many law school graduates who leave feeling depleted, Andy loved his law school experience and found his passion in estate planning—a field he describes as a perfect puzzle that blends numbers with human interaction.Building Community: Now running his own solo practice for the past four years, Andy highlights the supportive, vibrant, and collegial nature of the Minnesota estate planning bar and discusses the monthly informal meetups he organizes to build connection and combat the isolation of solo practice.Tune in to hear an inspiring conversation about stepping out of your comfort zone, embracing a collaborative mindset, and redefining what it means to practice law.About AndyAndy has been passionate about the law for many years. During an extended career with the federal government, he began pursuing his dream of becoming a practicing attorney. Andy graduated cum laude from Mitchell Hamline School of Law in Saint Paul, Minnesota, and served as an Associate on the Mitchell Hamline Law Review. He earned his bachelor's degree in business finance from Liberty University in Lynchburg, Virginia.Andy's practice consists primarily of Estate Planning, Estate Administration, Wills and Trusts, and Conservatorships/Guardianships. In his estate planning, he works with individuals, couples, and families to develop comprehensive and efficient estate plans through wills, trusts, incapacity instruments, and other related documents. Andy also works with those suffering from the loss of a loved one to smoothly and cost-effectively navigate the administration of an estate through the probate system or by providing counsel to trustees.Additionally, his experience provides him with insights into the financial decisions, social work, and life care plans associated with guardianships and conservatorships. This background informs his personalized service and compassionate approach to family legal matters. Andy is professional yet approachable and is full of positive energy when it comes to helping his clients.A dedicated member of the legal community, Andy serves as a Governing Council Member of the Minnesota State Bar Association Probate & Trust Law Section. He is a recognized "North Star Lawyer," having donated over 50 hours of pro bono service annually to programs such as the Minnesota State Bar Association Wills for Heroes Program and the Probate Advice Clinic. Licensed in Minnesota and North Carolina, Andy lives in Minneapolis with his wife, Jessica, and their three cats. Outside the office, he enjoys running and bike rides.https://www.andygregorylaw.com/

The recent federal budget has thrown "a bit of a spanner in the works" for the many Australians who use and leverage trusts. This includes law firm owners and firm clients, especially those in the wills and estates space. Here, we unpack the impact of the changes and how best lawyers can proceed.  In this episode of The Lawyers Weekly Show, host Jerome Doraisamy welcomes back C Legal & Co founder and principal Claire Styles to discuss the changes that were announced and then updated, the uncertainty that has followed, how lawyers are responding to the changes, best serving clients in the immediate future and managing their anxieties, and what the new financial year will look like. If you like this episode, show your support by rating us or leaving a review on Apple Podcasts (The Lawyers Weekly Show) and by following Lawyers Weekly on social media: Facebook, X and LinkedIn. If you have any questions about what you heard today, any topics of interest you have in mind, or if you'd like to lend your voice to the show, email editor@lawyersweekly.com.au

Tait Duryea and Ryan Gibson sit down with Trevor Kuresa to unpack the Deferred Sales Trust, a lesser-known strategy for deferring capital gains after selling a business or highly appreciated asset. Trevor explains how the structure works, why it differs from a 1031 exchange or monetized installment sale, and when the costs, timing, and compliance rules make sense. For pilots, real estate investors, and business owners thinking about a future exit, this episode offers a practical look at tax planning before a major transaction.Trevor Kuresa is a corporate and tax attorney specializing in mergers and acquisitions, fractional general counsel, and advanced tax strategies for business owners and high-income professionals. With experience in tax structuring, legal transactions, and corporate counsel work, Trevor helps clients evaluate strategies for reducing or deferring capital gains and income tax.Show notes:(0:00) Chamonix race recap(2:14) Deferred Sales Trust intro(4:47) Trevor's legal background(6:10) Tax strategy for pilots(9:37) Deferred sales trust explained(13:50) Rental property example(17:26) Best use cases(21:10) Tax deferral mechanics(25:15) IRS rules and risks(36:28) OutroConnect with Trevor:Website: https://hibiscuslegal.com/ Email: tkuresa@hibiscuslegal.com Phone: 801-577-3445LinkedIn: https://www.linkedin.com/in/trevor-kuresa-36b59339/ Related Episode: #10 - Reduce Your Taxes & Maximize Returns Using PROVEN Investment Strategies with Toby MathisIf you're interested in participating, the latest institutional-quality self-storage portfolio is available for investment now at: https://turbinecap.investnext.com/portal/offerings/8449/houston-storage/ — You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.Remember to subscribe for more insights at PassiveIncomePilots.com! https://passiveincomepilots.com/ Join our growing community on Facebook: https://www.facebook.com/groups/passivepilotsCheck us out on Instagram @PassiveIncomePilots: https://www.instagram.com/passiveincomepilots/Follow us on X @IncomePilots: https://twitter.com/IncomePilotsGet our updates on LinkedIn: https://www.linkedin.com/company/passive-income-pilots/Do you have questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you at the next one!*Legal Disclaimer*The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.

Most designers skip the conversation that determines whether a client actually trusts them through the hard parts of construction. And by the time they realize it, they're already mid-project trying to unwind frustration that could have been avoided entirely.   In this episode, I'm walking you through exactly what to cover before a single wall comes down — timelines, contingency, allowances, change orders, daily disruption, and the four emotional stages every construction client moves through. Not as a checklist. As a conversation that builds real trust from the very first call.     You'll learn: Why your first client call is already doing two jobs at once What to say about money, timelines, and change orders before they become problems The four emotional stages every client hits — and how naming them changes everything   Mentioned in this episode: Join The Designer's Edge waitlist here: https://www.reneedevignierdesign.com/construction-management-interior-designers Grab Your Free Script Guide here: https://www.reneedevignierdesign.com/push-back-script-handout Access the full video interview with Elana Steele of Steele Appliance here: https://www.reneedevignierdesign.com/appliance   Find the full shownotes at: https://devignierdesign.com/pre-construction-client-conversation   

Mark Pierce has 45 years in asset protection law. Here's how Wyoming LLCs and trusts protect your portfolio.Mark Pierce is a Wyoming trust attorney, former bankruptcy trustee, and 45-year veteran of tax and asset protection law. He's seen every way a real estate portfolio can unravel -- from creditor judgments to family divorces -- and built the legal structures designed to stop it.In this episode, Jack and Mark break down how Wyoming LLCs and asset protection trusts actually work for investors, why the threats inside your own family are usually more dangerous than any outside creditor, and what to do first if you have equity and no protection in place yet.Key topics covered:How the LLC plus trust "double envelope" shelters your cash flows from property judgmentsWhat a charging order is and why Wyoming makes creditors want to negotiate rather than litigateSeries LLCs explained simply and why they're built for real estate investors with multiple propertiesWhy a properly structured asset protection trust is the most effective prenuptial agreement you'll never have to argue about in courtThe two things that destroy LLC protection (commingling and bad bookkeeping) and how Wyoming handles them differentlyWhy proactive planning gives you every tool available and reactive planning gives you almost noneMark Pierce: wyomingtrustattorney.comWork With RealDealCrewIf you're already closing deals but your intake, follow-up, or visibility feels inconsistent, here are two ways to go deeper:Take the Deal Intake AssessmentSee how resilient your current operation actually is.→ https://assessment.realdealcrew.comBook a Fit CallIf you want to explore what a fully system-driven deal flow looks like, let's talk.→ https://realdealcrew.com/bookLIKE • SHARE • JOIN • REVIEWWebsiteApple PodcastsYouTubeYouTube MusicSpotifyAmazon MusicFacebookTwitterInstagram

Scott's herculean struggle to cancel a subscription to a small town digital newspaper exposes the dark underbelly of seemingly innocuous media imprisoning its readers like the octopussian "Trusts" of the gilded age.

The Heart of Living Hope Trusts | Psalm 43 | Week 4The world is filled with dangerous lies. In Christ, we have the light of life to guide us in this present darkness and lead us into a life of worship. 

https://thefreedompeople.org/blog/express-trust-requirements-types-examples-complete-guide/Find out how irrevocable express trusts can shield business assets from creditors and lawsuits—if structured correctly. We examine the critical difference between revocable and irrevocable trusts, common pitfalls like failing to fund the trust, and how to layer protections for complete defense. The Freedom People City: Tempe Address: 1753 E Broadway Rd Ste 101 Website: https://thefreedompeople.org

Bloomberg reports that more ultra‑rich founders are building elaborate, cross‑border trust structures designed to minimise taxes, preserve their companies and lock in management long after they die, but those same systems are now triggering bitter court fights as heirs push back.

A FREE Copy of Jeff's Book, Discernment Listen to the full episode here! https://youtu.be/gQ2QBj1VOWw   What can every entrepreneur learn from the Rockefeller family? In this episode of the Unemployable Podcast, Jeff Dudan sits down with wealth expert Garrett Gunderson to discuss the timeless financial principles that have helped wealthy families preserve their wealth for generations—and how those same strategies can benefit today's business owners. They discuss trusts, legacy planning, life insurance, good debt versus bad debt, protecting assets, avoiding costly investment mistakes after selling a business, and why focus often beats diversification. Whether you're building your first company or preparing for a successful exit, this conversation will challenge the way you think about wealth creation and wealth preservation. 

A FREE Copy of Jeff's Book, Discernment Listen to the full episode here! https://youtu.be/gQ2QBj1VOWw   What can every entrepreneur learn from the Rockefeller family? In this episode of the Unemployable Podcast, Jeff Dudan sits down with wealth expert Garrett Gunderson to discuss the timeless financial principles that have helped wealthy families preserve their wealth for generations—and how those same strategies can benefit today's business owners. They discuss trusts, legacy planning, life insurance, good debt versus bad debt, protecting assets, avoiding costly investment mistakes after selling a business, and why focus often beats diversification. Whether you're building your first company or preparing for a successful exit, this conversation will challenge the way you think about wealth creation and wealth preservation. 

Thinking about buying property in Mexico? Before you sign a contract or transfer funds, make sure you understand the legal process that protects your investment. In this episode of Retirement in Mexico – Live by Design with Taniel Chemsian, Taniel sits down with Spencer Richard McMullen, an experienced attorney specializing in Mexican real estate law, to uncover the legal essentials every foreign buyer should know before purchasing property in Mexico. From understanding bank trusts and verifying property titles to navigating deeds, contracts, escrow services, and ownership structures, Spencer shares practical advice that can help buyers avoid costly mistakes and confidently invest in Mexican real estate. He also explains why due diligence is far more important than simply trusting the seller, and how proper legal guidance can protect your investment for years to come. Whether you're planning to retire in Mexico, purchase a vacation home, or invest in property south of the border, this episode provides actionable insights into the legal process, common pitfalls, and the critical steps every foreign buyer should take before closing a deal. In this episode, you'll learn: How foreigners can legally own property in Mexico What a fideicomiso (bank trust) is and when it's required The importance of verifying titles, deeds, and ownership records Common legal mistakes foreign buyers make—and how to avoid them When escrow should be used during a real estate transaction Red flags to watch for before signing a purchase agreement How marriage, inheritance, and estate planning affect property ownership Why working with an experienced Mexican real estate attorney is essential Whether you're just beginning your research or preparing to buy your dream home in Mexico, this episode will help you navigate the legal landscape with greater confidence and peace of mind. Key Moments :  05:31 Reviewing property documents and inspections 08:34 Resolving property ownership issues 12:50 Beneficiaries and land trust rules 16:46 Paying taxes after a spouse dies 19:09 Practical tips for home buying 22:16 Abuse of rental agreements 23:46 Verifying identity with fingerprints   How to contact Spencer Richard McMullen :  Email: chapalalegal@gmail.com Website: https://www.chapalalaw.com/ FaceBook: https://www.facebook.com/p/Spencers-Office-SC-Abogados-100063178031036/   Feeling overwhelmed about buying in Mexico? Chat TCP, our AI-powered assistant, guides you to stress-free homeownership. Click here to start using Chat TCP: https://tanielchemsian.com/chat-tcp/?utm_source=youtube_lbd_mex   Want to own a home in Mexico? Start your journey with confidence - download your FREE “Buyer's Guide” now for expert tips and clear steps to make it happen! Click here - https://tanielchemsian.com/buyers-gui...   Discover why everyone is falling in love with Puerto Vallarta real estate: https://tanielchemsian.com/puerto-vallarta-real-estate/   Join the ‘Taniel Chemsian Properties' YouTube channel to learn what you need to know about Puerto Vallarta real estate. https://www.youtube.com/@TanielChemsian   Join our ‘Live By Design: Mexico Edition' podcast: Apple: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/0VfClD5... Amazon: https://music.amazon.com/podcasts/032... YouTube: https://www.youtube.com/@livebydesignmexicoedition   Contact Information: Email: info@tanielchemsian.com Website: https://tanielchemsian.com/ Mex Office: +52.322.688.7435

Most people focus on making money, investing money, and reducing taxes. But very few stop to ask a more dangerous question: Can someone take this from me? In this episode of The Practical Wealth Show, Curtis May sits down with Mark Pierce, a trust and LLC attorney with more than 42 years of experience in asset protection, complex tax planning, and estate preservation strategies. Mark is the founding attorney of Wyoming Trust Attorney and works with families, business owners, professionals, and high-net-worth individuals to help structure wealth so it is better protected from creditors, lawsuits, divorce, and other threats. What makes Mark's perspective unique is that he has seen asset protection from both sides. Earlier in his career, he served as a bankruptcy trustee, where his job was to attack weak structures and recover assets for creditors. Today, he uses that experience to help clients build protection designed to hold up under pressure. In this conversation, Curtis and Mark discuss: Why making money is only half the job The difference between a revocable living trust and an asset protection trust Why LLCs alone may not be enough How insurance, trusts, and legal structures work together Why timing matters in asset protection What "too late" really means when a lawsuit or creditor issue appears Why business owners, doctors, dentists, and real estate investors need to think differently about risk How family wealth can be exposed through divorce, poor planning, or lack of structure Why Wyoming is often used for domestic asset protection planning Why your wealth protection team should include more than one advisor This episode is not legal advice. It is a practical conversation designed to help business owners and families ask better questions before life, lawsuits, creditors, divorce, or business risk put their wealth under pressure. Guest: Mark Pierce Wyoming Trust Attorney Website: WyomingTrustAttorney.com Complimentary consultation link: https://wyomingtrustattorney.com/ Host: Curtis May Practical Wealth Solutions Website: PracticalWealth.net  

By 2048, an estimated $124 trillion will change hands — the largest transfer of wealth in human history. Roughly $105 trillion to heirs, $18 trillion to charity. And here's the uncomfortable truth: about 70% of family wealth disappears by the second generation, and 90% is gone by the third.In this week's Money On Tap, Ben Brayshaw and Dan Michelon dig into what the great wealth transfer really means — not for the economy, but for your family. They unpack why wealth preservation is far more behavioral than investment-driven, what the Vanderbilts got wrong and the Rockefellers got right, and the Warren Buffett principle every parent and grandparent should know. Most importantly, they walk through the four conversations every family needs to have before the money moves — and the simple first step you can take this week.What you'll learn:Why $124 trillion in motion could be a generational blessing — or a great wealth disasterThe statistic that should stop every family cold: 70% gone by generation two, 90% by generation threeWhy wealth preservation is behavioral, not investment-drivenThe tale of two fortunes: Vanderbilt vs. RockefellerThe four conversations every family must have before the transferA practical first step you can take this week — and the BFG white paper that helps you run your own family meetingPlus Money In The News:General Motors and Lockheed Martin announce a new multi-billion-dollar defense manufacturing partnershipJeff Bezos proposes eliminating federal income taxes for the bottom half of U.S. earners — and what it would actually mean“The job interview is broken”: how AI is reshaping hiring on both sides of the tableRead the companion blog: https://www.brayshawfinancial.com/blog Schedule a free consultation: https://app.greminders.com/t/9f3ce72e/initialconsulta Browse the full Money On Tap library: https://www.brayshawfinancial.com/money-on-tapContact Us - Phone: 855-226-8551 - Email: info@yourmoneyontap.com - Office: 116 South River Road, Bedford, NH 03110 - Web: brayshawfinancial.comSecurities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. All other services offered through Brayshaw Financial Group, LLC are independent of Osaic Wealth, Inc.If the S&P 500 is up 10%, why isn't my portfolio?Because the S&P 500 is cap-weighted: seven stocks absorb about a third of every dollar, and the top 10 holdings make up 35–55% of most S&P funds. In 2026 those mega-caps lagged — the Mag Seven are collectively negative — while sectors like energy (+28.1%) and technology (+26.8%) led. If your ETFs overlap in the same top names, you own the laggards several times over. The fix starts with knowing what you actually own.

Building wealth is only half the work. Protecting it is the part most people forget. That's where this conversation starts. Dr. Felecia Froe sits down with Mark Pierce, a trust and LLC attorney with more than 42 years of experience in asset protection, complex tax planning, and state law strategies. Mark brings a unique perspective because he once worked on the other side, examining trusts and asset structures in bankruptcy court to see where they failed, so creditors could get to the money in them.  Now, he uses that experience to help people build structures designed to withstand real pressure. They talk about why owning assets in your personal name creates unnecessary risk, how LLCs and trusts work differently, and when women should start thinking about asset protection as they build wealth. Dr. Felecia asks the practical questions many investors may be wondering: Should you set up protection before you have significant wealth? What happens if you own rental property in your own name? How do LLCs protect you? What is the difference between a revocable living trust and an asset protection trust? And how do you maintain these structures once they are in place? This conversation is a reminder that building wealth is not just about making money. It is also about protecting what you are creating. 00:00 – What Bankruptcy Court Taught Mark About Asset Protection 08:30 – Why Trust Laws Have Changed 09:47 – The First Step in Protecting Real Estate Assets 13:20 – What Happens When Assets Are in Your Personal Name? 15:24 – LLCs, Trusts, and Protecting Wealth From Divorce 22:23 – Why a Wyoming Trust Can Matter Even If You Live Somewhere Else 23:55 – Who Actually Controls the Trust? 26:53 – When Is Asset Protection Worth the Cost? 30:23 – How Many Properties Should Go in One LLC? 32:10 – Which Retirement Accounts Are Protected From Creditors? 33:06 – Why You Need a Team Around Your Wealth 34:41 – Domestic Asset Protection Trusts, Private Family Trust Companies, and Purpose Trusts 37:17 – Revocable Living Trust vs. Asset Protection Trust 38:38 – How to Maintain the Trust Once It Is Set Up 40:48 – First Steps for Protecting What You're Building     You've worked hard to build your career. Now let's build wealth that outlives it. You were born to build more than just wealth. You were born to lead, inspire, and rise. At Wealth B-Hers, we're redefining what it means to be financially fearless. Join a movement of bold women investing with intention, building legacies, and writing their own money rules.   Ready to take the first step? Visit our website - moneywithmission.com/wealth-b-hers/    Connect with Mark! Website: wyomingtrustattorney.com   Key Quotes: "The easiest way to construct something and have it work is to know how it breaks." - Mark Pierce   "The law reacts differently to planning than it does to reacting." - Mark Pierce

Trust in pastors has hit an all-time low. In 2001, 64% of Americans rated clergy as honest and trustworthy. Today it's 27% — the steepest drop of any profession.But here's the strange part: as trust collapses, the hunger for church keeps growing, especially in younger generations.This week on Redemption Talks, we get honest about why the church has earned so much of this distrust, money, accountability, lavish living, church hurt, and what it would actually take to rebuild it. Because trust is broken in a second and built over a lifetime.If you've ever wanted to walk back into a church but couldn't bring yourself to trust it again, this conversation is for you.

Today, Ben welcomes Matthew Bearth for a thoughtful conversation on estate planning, legacy, and the deeper purpose behind wealth stewardship. Together, they explore how financial planning extends far beyond simply passing down money, instead centering on how families can communicate values, intentions, and faith across generations. The discussion emphasizes the importance of preparing not only legal and financial documents, but also ethical wills and letters of instruction that help heirs understand the meaning and responsibility attached to inherited wealth. Ben and Matthew also reflect on the temporary nature of material possessions, encouraging listeners to view money through the lens of eternity rather than control or accumulation. As the conversation develops, they unpack charitable giving strategies—particularly donor-advised funds—and how families can use them to create lasting impact, involve children in philanthropic decisions, and steward assets in a tax-efficient way. From business liquidity events and appreciated stock positions to retirement assets and inheritance planning, the episode highlights practical tools that can help families simplify complexity while remaining aligned with their values. Ultimately, Ben and Matthew invite listeners to approach estate planning not as a cold legal exercise, but as an act of love, clarity, and intentional discipleship that blesses both family and community long after they are gone.Key Takeaways:• Estate planning is about more than distributing assets. Financial planning should consider both temporal and eternal priorities.• Ethical wills can communicate values and intentions to heirs.• Nonprofits and ministries depend on ongoing donor support.• Donor-advised funds help families delay charitable decisions while securing deductions. Families can use charitable planning to create multigenerational impact.• Good financial advisors help clients align money with personal values. Financial guidance can include emotional, spiritual, and relational coaching.• Clear plans and communication create peace of mind for both families and beneficiaries.Key Timestamps:(02:00) – No-Plan Consequences(04:13) – Probate Costs and Trusts(08:37) – Defining Legacy Values(12:46) – Stewardship and Readiness(17:32) – Ethical Will and Letters(24:17) – Lifetime Giving Strategy(32:25) – Donor-Advised Funds Basics(40:56) – Wrap-Up and ContactKey Topics Discussed:Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and financesMentions:Website: https://www.boxfinancialadvisors.com/team/matthew-bearth  LinkedIn: https://www.linkedin.com/in/matthewbearth/  More of Catholic Money Mastermind:Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.Are you looking to hire an advisor? Browse our members.https://catholicfinancialplanners.com/advisors/Are you a Financial Advisor who is serious about the Catholic Faith? Join our network and email info@catholicfinancialplanners.comBranch is located at 901 MARQUETTE AVE SUITE 2800 MINNEAPOLIS, MN 55402. Matthew Bearth is a Registered Representative offering securities through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

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Olivia Rodrigo joined Ricki and Tim to celebrate the release of her new album and gave a rare glimpse into the whirlwind that's been her life over the past two years. From becoming pen pals with Robert Smith from The Cure to filming a music video inside the Palace of Versailles, Olivia shared some of the surreal moments that still leave her pinching herself. She also opened up about the importance of keeping good people around you, why her song titles are always a little unexpected, and the special connection she feels with parents and kids who come to her shows together. Plus, Tim managed to convince Olivia to say "Stupid Song" with an Australian accent, which might be worth the download alone.See omnystudio.com/listener for privacy information.

Trusts can be a powerful estate planning tool, but many people overlook them or assume they're only for the wealthy. This episode breaks down how trusts work, including key differences between revocable and irrevocable trusts and their role in probate, asset management, and control. It also explores when a trust might make sense based on your goals, family needs, and financial situation. If you're building an estate plan, understanding trusts can help you make more informed decisions. After you listen: Find more of Schwab's educational resources on trusts. Learn more about estate planning from Austin Jarvis. Financial Decoder is an original podcast from Charles Schwab.  If you enjoy the show, please leave us a rating or review on Apple Podcasts. Reach out to Mark on X @MarkRiepe with your thoughts on the show. Follow Financial Decoder on Spotify to comment on episodes. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. This general information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice and is not intended to be construed as tax advice. This information cannot be used for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax law provisions. Where specific advice is necessary or appropriate, Schwab recommends consulting with a qualified tax professional, CPA, financial planner, investment manager , or estate attorney>.  Investing involves risk, including loss of principal. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. 0626-0RM3 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Lisa Mulrain. CEO of Legacy Building LLC and founder of Mulrain Law, in a wide‑ranging conversation about financial literacy, credit repair, estate planning, community impact, and the mindset shifts required for long-term financial success. The discussion highlights her personal journey, her transition from federal service to entrepreneurship, and her mission to educate and empower individuals—especially in minority communities—to build and protect wealth.

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 Lisa Mulrain. CEO of Legacy Building LLC and founder of Mulrain Law, in a wide‑ranging conversation about financial literacy, credit repair, estate planning, community impact, and the mindset shifts required for long-term financial success. The discussion highlights her personal journey, her transition from federal service to entrepreneurship, and her mission to educate and empower individuals—especially in minority communities—to build and protect wealth.

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 Lisa Mulrain. CEO of Legacy Building LLC and founder of Mulrain Law, in a wide‑ranging conversation about financial literacy, credit repair, estate planning, community impact, and the mindset shifts required for long-term financial success. The discussion highlights her personal journey, her transition from federal service to entrepreneurship, and her mission to educate and empower individuals—especially in minority communities—to build and protect wealth.

Probate is one of the most misunderstood topics in estate planning. Many people know they want to avoid it, but few understand what probate is or why it exists in the first place. This week, attorney Kyle Rinaudo of Reeves Law, P.C., joins us for an in-depth conversation on the facts and fiction surrounding probate, including its purpose, the role it plays in settling estates, why it often carries a negative reputation, and what families can realistically expect when navigating the process.Original Air Date: June 13, 2026Read the Article: https://www.henssler.com/before-you-try-to-avoid-probate-understand-it 

Jimmy Wales on Wikipedia, Trust, and AI's Disruptive Future This week's guest, Jimmy Wales, discusses how Wikipedia grew from an experimental, volunteer-edited side project spun out of the failed top-down Nupedia, from early “Hello, world” days and primitive accounts to organic traffic and press, and now a nonprofit with about 650 staff supporting tech, operations, fundraising, legal, and trust-and-safety while volunteers govern content. Jimmy explains why he wrote a book on trust amid documented declines in trust in institutions, contrasting Wikipedia's imperfect but “honest” reputation and open editing model, and argues trust fundamentals are timeless, advising young workers to build trust through reliability and teamwork while rejecting toxic workplaces. We also cover Change My View's collaborative culture, rising wealth inequality and risks of regulatory capture, concerns about misguided regulation like the UK Online Safety Act, AI's varied benefits and copyright-policy dangers, looming job disruption (truckers, junior lawyers) and potential unrest, and how Jimmy experiments with agentic AI projects and practical automation while emphasising knowledge, history, and adaptability. Chapters: 00:00 Trust Is Collapsing 00:17 Meet Jimmy Wales 01:55 Time Travel Questions 04:16 Wikipedia Origin Story 07:06 Funding And Early Growth 11:26 How Wikipedia Runs Today 12:56 Brand Merch And Fandom 15:54 Why Write About Trust 17:59 Trust At Work 22:40 Change My View Culture 25:02 Wealth Inequality Backlash 29:43 Regulation Risks For AI 39:04 Editing And Source Sleuthing 42:12 History Skills For AI Jobs 45:05 Driverless Trucks Shockwave 46:29 Retraining Gap and Polling 47:56 White Collar Jobs at Risk 50:52 Trust Collapse and Violence 52:34 Housing Costs Radicalize Youth 55:20 Career Advice in AI Era 58:29 Ghost Admiral Smart Home 01:01:54 Why Knowledge Still Matters 01:06:03 AI for Public Consultation 01:09:13 Government Services and NHS 01:11:36 London Maxing and City Life 01:15:19 Raising Daughters with Trust 01:20:21 Daily Life and AI Projects 01:25:47 Closing Thoughts and Thanks Credits: Host/Exec Producer: Jimmy McLoughlin OBE Producer: Sunny Winter Producer: Thuy Dong ********** Follow us on socials! Instagram: https://www.instagram.com/jimmysjobs Tiktok: https://www.tiktok.com/@jimmysjobsofthefuture Twitter / X: https://www.twitter.com/JimmyM Linkedin: https://www.linkedin.com/in/jimmy-mcloughlin-obe/ Want to come on the show? hello@jobsofthefuture.co Sponsor the show or Partner with us: hello@jobsofthefuture.co Check out our clips channel here! ⬇️ https://www.youtube.com/@JimmysJobsClips Learn more about your ad choices. Visit podcastchoices.com/adchoices

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.

In 1985, 67% of Americans rated pastors high in honesty and ethics. Today? Just 27% - and only 17% among those under 35. It's one of the steepest trust declines of any profession. The question isn't if this affects your church - it does. The question is what you do about it.   ============================= Table of Contents: ============================= 0:00 - Intro 1:15 - The Numbers Are Worse Than You Think 3:38 - Why This Happened 13:18 - How to Rebuild Trust Through Communications   THE 167 NEWSLETTER

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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.

Trusts can be complex. Quint and Logan talk about who should be the manager or trustee. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.