Podcasts about trusts

Choosing a corporate trustee is one of the most important decisions in estate planning—especially if you're naming a bank, brokerage trust department, or independent trust company to manage assets and carry out your wishes after you're gone. Lance Roberts & Jon Penn break down how to compare corporate trustees beyond just “lowest fees,” including fiduciary standards, investment flexibility, service model, administrative capabilities, distribution discipline, technology/reporting, continuity, and how they handle family dynamics. We also cover the key differences between revocable and irrevocable trusts, including where each is typically used, how control and flexibility change, and why trustee selection matters even more once a trust becomes irrevocable. Finally, we explain Trust Protectors—what they do, why they can be a critical safeguard, and how they may help your beneficiaries replace a trustee later if service, philosophy, or circumstances change. For educational purposes only. This discussion is general in nature and not individualized legal, tax, or investment advice—talk with your estate attorney and tax professional to apply these concepts to your situation. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:19 - Bifurcated Markets - Over Sold, Over Bought 3:09 - Markets Challenge 100-DMA 7:57 - The Danger in Overlooking the Importance of Trusts 11:21 - Don't Scrimp on Speedo's or Estate Plans 14:24 - Where There's a Will... 17:51 - Medical, Durable Powers of Attorney 20:26 - The Parties to a Trust 23:45 - Setting Up the Trust 29:34 - Wills vs Beneficiary Directions 32:00 - Who Do You Designate as Trustee? 36:27 - Choosing the Right Corporate Trustee 39:20 - Estate Taxes & Exemptions 40:55 - Passing Assets to Children Who Marry & Divorce 43:51 - Legal Zoom & On Line Platforms 46:15 - Trust Protectors 47:39 - The Cost of Setting Up a Trust 52:54 - What is Required to Change a Trust Company? ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/MU8qVbSiqxY?feature=share ------- Articles Mentioned in Today's Show: "Seasonality: Buy Signal And Investing Outcomes" https://realinvestmentadvice.com/resources/blog/seasonality-buy-signal-and-investing-outcomes/ "Technology Stocks: Dead Or An Opportunity?" https://realinvestmentadvice.com/resources/blog/technology-stocks-dead-or-an-opportunity/ ------- Watch our previous show, "Margin Debt & the One-Stock Myth," here: https://youtube.com/live/MU8qVbSiqxY?feature=share -------- The latest installment of our new feature, Before the Bell, "100-DMA Test - Momentum Fades, Rotation Shifts," is here: https://youtu.be/Qkkl5m8hY7w ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarketUpdate #SP500 #TechnicalAnalysis #RiskManagement #MarketRotation #EstatePlanning #Trusts #Trustee #WealthManagement #FinancialPlanning

Listen and Subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, 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.

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, 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.

In this episode of Honest Money,  Warren Ingram and Pieter de Villers address audience questions related to personal finance, focusing on pension contributions and estate planning. They discuss the implications of diversifying investments across multiple funds and the importance of simplicity in financial strategies. The conversation also delves into the complexities of estate planning, particularly regarding how discretionary investments are treated upon death and the best practices for ensuring financial security for dependents.TakeawaysPersonal finance should be approached with simplicity and clarity.Diversifying across too many funds can lead to over-concentration and unnecessary complexity.It's essential to understand the implications of investment strategies on long-term growth.Estate planning is crucial, especially for individuals with dependents.Retirement funds fall outside of estate duty, providing tax advantages.Discretionary investments can be subject to estate duty, so planning is necessary.Nominating guardians for minor children is an important aspect of estate planning.Trusts can be a useful tool for managing assets for minors.Understanding the tax implications of different investment vehicles is vital.Asking the right questions about finances is a sign of good financial health.Learn more about how Curate Investments can help you here.Send a textHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

“They would have had to cut my foot off before I didn't play in Super Bowl.” Nick Emmanwori  They say Defense wins championships, and the Seattle Seahawks backed that statement up with one of the fiercest units! Keeping up Pivot tradition, we travled to the home of the world champions post Super Bowl to sit down with Nick Emmanwori, the Seattle Seahawks' rookie safety who defied the odds and finished his first NFL season on top of the league. Nick takes us inside an unforgettable year — from his Nigerian roots to being selected as the 35th overall pick in the 2025 NFL Draft, to becoming an anchor of Seattle's defense and a key contributor to their championship run.  We get into the biggest question looming Super Bowl week when a video of Nick surfaced not being able to walk as he opens up on the ankle injury scare heard round the football world as he shares missing the biggest game of his life was never an option and what he did to push through the unknown to stay locked in mentally and physically to help his team win the Lombardi. He takes Ryan, Channing and Fred into the locker room mentality to paint a picture of what Seattle truly built the past year and why he trusts a repeat is not off the table, recognizing all the pieces that need too fall in place to go back to back. Beyond the big game, we dive deep into the ups and downs of his rookie campaign, falling to the second round of draft and rebounding with the early-season growth that earned him Defensive Rookie of the Year buzz and how he battled adversity to find his confidence on the biggest stages. Relying on veteran leadership, Seattle's locker room bonded together on a mission to never let outside noise affect the team goal which created the NFL's No. 1 ranked defense, known as the "Dark side". He opens up about his bond with head coach Mike Macdonald and what he had to do to soak in all of the football knowledge to adapt to X & O schemes that elevated his play. Nick also opens up about the bond with Sam Darnold, whose own redemption arc culminated in a sturdy Super Bowl performance — proving that heart and leadership can outweigh the critics. The guys reflect on resilience, leadership, and the lessons learned in a season that none of his team will ever forget. And we couldn't not ask about the women in his life, from his mom's viral interview Super Bowl week to Dawn Stalely wearing his jersey to his girlfriend, Raven Johnson's unconditional support...this conversation covers it all. From draft dreams to the Lombardi Trophy, this is the inside story of a rookie who refused to be ordinary and a team that rewrote the championship narrative. Pivot Family, please like, comment and subscribe- we love hearing and interacting with you all to see what resonates with you most! Learn more about your ad choices. Visit megaphone.fm/adchoices

Interview recorded - 12th of February, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Clive Thompson. Clive has experience in the wealth management industry & has a unique insight into central banks.During our conversation we spoke about the current economic outlook, bond market issues, precious metals boom, DOGE, physical precious metals and more. I hope you enjoy!0:00 - Introduction2:14 - Current economic outlook5:13 - Bond market issues7:40 - Precious metals boom16:35 - DOGE18:45 - Weak US employment24:03 - Employment disconnect26:12 - Universal income27:47 - Major precious metals top?34:10 - Precious metals ranging35:45 - Physical precious metals40:40 - One message to takeaway?Clive has 47 years of experience in finance & wealth management. This encompasses structuring and advice relating to quoted investments, Private Equity investments, family businesses, tax, residency, real estate, inheritance, Wills, legal, lending, Trusts, Companies and Foundations and all kinds of personal and private advice. He has been actively involved for decades in the arena of Trust structures. This often involved negotiating and discussing the contracts relating to the sale of family companies.Clive's latest position before retirement was as Managing Director in the Anglophone Private Clients Department of Union Bancaire Privée, UBP SA, based in Geneva. He was responsible for wealth management services provided to a small number of wealthy English and French speaking families.Clive continues to remain very active in the world of wealth, with a strong focus on Private Equity, and direct Equity Investing via the global stock markets. His passion is the financial analysis of Balance Sheets, P&Ls, Cash Flow and business projections. Clive loves examining business opportunities, like Private Equity, and digging into the fundamentals of quoted companies to achieve a market beating performance.Clive Thompson - YouTube - @clivethompson-jc9my LinkedIn - https://www.linkedin.com/in/clive-thompson-661997251/Video - https://www.youtube.com/watch?v=L9aye4wQ8OkWTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Rumors are still swirling about Cardi B's relationship status…. Plus, there's one person the public can trust to share details about Travis and Taylor's wedding - Donna Kelce. We'll tell you what she said when we come back. Learn more about your ad choices. Visit megaphone.fm/adchoices

It starts with an airport shutdown in El Paso, Texas that somehow gets blamed on a party balloon and instantly spirals into aliens, cartels, spy balloons, and a full blown trust crisis. The guys break down why none of these official explanations ever feel believable anymore, especially after the Chinese spy balloon saga and the mysterious drone sightings in New Jersey. From there, the conversation takes a sharp and hilarious turn into social media paranoia, targeted ads that feel way too specific, and whether our phones are definitely listening to us. That leads to an unexpected deep dive into refrigerators, how we are apparently using them wrong, and a preview of Al Dukes showing off the inside of his fridge. The segment also detours into sports culture with a great origin story of the Chiefs' shredder hats, legendary fan traditions, and a nostalgic conversation about Bob Sheppard, his iconic voice, and why his legacy still looms large in New York sports. Add in stories involving Tiki Barber, Giants memories, and classic radio tangents, and you get a perfectly chaotic hour that somehow connects aliens, appliances, and the greatest PA announcer of all time.

Maria talks with estate planning attorney Don Ford about a subject most of us avoid:  What will happen to our pet(s) when we're gone? With over 60% of Americans not having a will, chances are very good that there isn't a plan for your beloved 4-legged family members!Don explains what to do so your 4-legged bff doesn't wind up in a shelter when you die!

Most business owners assume strong relationships are enough to hold a company together. This episode explains why that belief can create serious risk, and how the right agreements can prevent years of conflict. In this episode, Frankie and Sarah are joined by returning guest Denise Branton, Lawyer and Owner, Byron Street Legal, to break down why shareholder agreements matter more than most business owners realize, especially in family businesses and closely held companies. What to expect: Why “we trust each other” is not a substitute for clear legal planning Common misconceptions around shareholder agreements in family and friend-owned businesses How shareholder agreements help manage conflict, decision-making, and exits What happens when a shareholder dies, becomes disabled, or wants out Why template agreements and one-size-fits-all solutions often fall short The importance of valuation clarity, including when certified business valuations make sense How shareholder agreements intersect with estate planning, and why ignoring this link creates problems And more! Connect with Frankie Loreto and Sarah Netley:  Courtice.BakerTilly.ca LinkedIn: Baker Tilly Canada LinkedIn: Frankie Loreto LinkedIn: Sarah Netley Call: (905) 579-5659 Connect with Denise Branton: Byron Street Legal LinkedIn: Denise Branton About Our Guest: For over 20 years, Denise has been advising business owners, helping them navigate complex legal matters, providing strategic counsel, and mitigating risks to achieve their goals.  Denise earned her law degree from Toronto's Osgoode Hall Law School in 2005 and was called to the Ontario bar in 2006. After practicing in Toronto for five years, she moved to Durham Region and eventually opened her own law practice. Denise's practice has been focused on working with business owners, regularly advising them on corporate and commercial matters, including real estate, secured financing transactions, corporate reorganizations, buying and selling businesses and shareholders agreements.  With the intersection of business and wills & estates law, it was a natural progression for Denise to bring her expertise into the estate planning area.  Denise continues to develop her knowledge in estate planning, wills and trusts and is currently working towards her designation as a Trusts and Estates Practitioner (TEP) with STEP Canada.  Denise's approach to client service is grounded and practical, with a strong commitment to open communication.  Denise is known for her ability to break down complex legal matters into simple terms.  To provide her clients with exceptional  legal service and advice, Denise collaborates with experts in various fields, including employment law, tax planning, and wealth transfer strategies.   When establishing her own practice, Denise chose to base it in her local community, reflecting her passion for Durham Region. She actively participates in and influences the growth of both personal and business communities, through her work with Rotary and various speaking engagements within the legal and business sectors. Outside of the office, Denise, along with her family, enjoys adventure travel that focuses on unique skiing and hiking opportunities, as well as attending her favorite music concerts.

In this episode of Splitting Heirs, partners Beth Shapiro Kaufman, National Chair of Private Client Services and Trusts and Estates Chair, and Kristin V. Taylor join host Warren K. Racusin to discuss the One Big Beautiful Bill through a tax and estates lens. They talk about  "permanence" in the tax law while explaining the new estate and income tax benefits in OB3. Kaufman, Taylor, and Racusin elaborate on and debunk some of the bill's hot topics, including no tax on tips, no tax on social security benefits, SALT deductions, QSBS, and the 2/37ths rule. Speakers: Warren K. Racusin, Partner and Chair, Trusts & Estates Beth Shapiro Kaufman, Partner, National Chair, Private Client ServicesKristin V. Taylor, Partner, Tax, Private Client Services

Zachary Wiewel, JD, LL.M., sits down with Rob Hugos, JD, CPA, LL.M. (TAX) to talk about establishing a dynasty trust, tax benefits and asset protection, and how to maintain operations throughout generations. This podcast is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Texas Trust Law⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ___________________________________________________Learn more: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.texastrustlaw.com/about-austin-estate-⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠planning-law-firm/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Resources: https://www.texastrustlaw.com/read-our-books/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Contact us: info@texastrustlaw.com

In this episode, we're joined by M.Ed, Master Life Coach, and IFS Practitioner Andrea Tessier to explore how the next-level version of you is already inside—she is just crowded by protective parts. Andrea introduces the power of Internal Family Systems (IFS) to help you build unshakeable self-trust and step into a model of liberated leadership.Tune in to learn:How to identify and unblend from the protective sub-personalities—like the perfectionist, inner judge, and people-pleaser—that create hesitation in your leadership.The secrets to navigating the cycle of self-doubt and over-responsibility by shifting from generic external roadmaps to your own internal guidance.Practical ways to use the power tool of unblending to regain your agency and create space for compassionate self-leadership when you feel internal resistance.How to lead from your wise, calm core to make bold decisions and step into your authority with grace and courage.By learning to navigate your internal world with compassion, you unlock the ability to lead your business and life from a place of deep alignment.Free Gift: Self-Trust Starter KitThe Self-Trust Starter Kit is a powerful introduction to Internal Family Systems (IFS) and shows you how to understand the parts of you that create self-doubt, hesitation, and overthinking. Inside, you'll learn how to work with these protective patterns so you can build genuine, embodied self-trust from the inside out. If you're ready to make confident decisions, honour your inner wisdom, and lead yourself with clarity, this guide will show you where to begin.Andrea's Giveaway Contribution: IFS Coaching Experience 90-minute IFS Coaching Experience—a deep, personalized session designed to help you understand the parts driving your patterns and reconnect with the clarity of your Self. Together, we'll explore what's been blocking your confidence and map out a customized path forward so you can lead yourself with greater ease, alignment, and conviction. You'll walk away with a personalized roadmap and a renewed sense of inner authority (Valued at $500!).Connect with Andrea: Website | Instagram---Enter the Book Launch Celebration Giveaway!

In this episode of the Real Estate Pros podcast, host Michelle Kesil speaks with Brian Bradley, an expert in asset protection for investors. They discuss the importance of legal structures in safeguarding assets, debunk common myths surrounding LLCs and trusts, and emphasize the necessity of proactive planning in asset protection. Brian shares insights from case law to illustrate the significance of timing and control in establishing effective asset protection strategies.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

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Growing older is expensive - much more expensive than most people realise. When you or a loved one either decides to move into aged care or is forced to do so, the Ministry of Social Development will quickly swoop in to flip through all their finances. Any assets, gifted funds, trusts, even living rent free - it's all looked at and impacts their chances of government-subsidised care. LISTEN ABOVESee omnystudio.com/listener for privacy information.

What separates people who last from those who fade out?14-year NFL veteran Kelvin Beachum joins me for a wide-ranging conversation about longevity, discipline, faith, and what it really takes to keep showing up when motivation fades.Kelvin reflects on the principles that have shaped his life on and off the field — from growing up in a small Texas town to becoming one of the longest-tenured offensive linemen in the NFL. He explains why willingness matters more than talent, why falling in love with the mundane is essential for sustained success, and how delayed gratification compounds over time.The conversation explores everything from training and recovery after 35, to faith as a daily practice, to financial discipline, mentorship, and preparing for life after football. Kelvin also shares how his understanding of “why” has evolved — from proving himself as a seventh-round draft pick to serving others, mentoring younger players, and building a future beyond the game.Let's call it a masterclass in consistency, humility, and doing the unglamorous work that most people avoid — and why that work is often the true common denominator of meaningful success.In This Episode, You'll Learn- Why willingness often matters more than talent- How falling in love with the mundane creates long-term success- The role delayed gratification plays in building a lasting career- Why showing up consistently compounds over time- How Kelvin adapted training, recovery, and rest as he aged in the NFL- Why faith became central to his ability to endure and perform- How financial discipline protects athletes after their playing days end- What mentorship looks like later in a career- How Kelvin is preparing for life after football through private equity and global investing- Why curiosity may be one of the most underrated drivers of growthTimestamps: 0:00 Introduction03:46 – The Power of Showing Up & Valuing Time05:18 – Family Influence: Grandfather, Father & Faith07:16 – Small-Town Roots & Growing Up with Sports10:02 – NFL Career Longevity Explained11:26 – The X-Factor: Loving the Mundane13:35 – Motivation, Delayed Gratification & Competing with Yourself16:44 – Defying Labels & Breaking Stereotypes18:11 – Training at 36: Recovery Over Ego21:27 – Sleep, Recovery & Non-Negotiables23:08 – Faith as a Foundation25:59 – Financial Discipline in the NFL29:12 – Long-Term Wealth, Trusts & Legacy Planning31:21 – Mentoring Younger Players33:27 – Life After Football35:49 – Staying Humble & Always Learning37:02 – Walter Payton Man of the Year Award38:07 – The True Common Denominator38:55 – Final Reflections & Gratitude39:09 – Kelvin's Big Adventure & Staying Curious40:40 – Final Thanks & Sign-OffLike this episode? Leave a review here:https://ratethispodcast.com/commondenominator

Are Trusts Just for Rich People (question mark)

In this episode we talk through big money topics like cash balance plans, revocable trusts, and what peak spending years really means and when it happens. We talk about where non-docs should start if they are new to White Coat Investor content. Dr. Dahle talks about a recent posts that got some people fired up when he shared his opinion that if doctors do not retire with millions they have failed financially. This podcast is sponsored by Bob Bhayani at Protuity. He is an independent provider of disability insurance planning solutions to the medical community in every state and a long-time white coat investor sponsor. He specializes in working with residents and fellows early in their careers to set up sound financial and insurance strategies. If you need to review your disability insurance coverage or to get this critical insurance in place, contact Bob at https://whitecoatinvestor.com/protuity today by email info@protuity.com or by calling (973) 771-9100. The White Coat Investor Podcast launched in January 2017, and since then, millions have downloaded it. Join your fellow physicians and other high income professionals and subscribe today! Host, Dr. Jim Dahle, is a practicing emergency physician and founder of The White Coat Investor blog. Like the blog, The White Coat Investor Podcast is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor-or at least know enough to not get ripped off by a financial advisor. We tackle the hard topics like the best ways to pay off student loans, how to create your own personal financial plan, retirement planning, how to save money, investing in real estate, side hustles, and how everyone can be a millionaire by living WCI principles. Website: https://www.whitecoatinvestor.com  YouTube: https://www.whitecoatinvestor.com/youtube  Student Loan Advice: https://studentloanadvice.com  TikTok: https://www.tiktok.com/@thewhitecoatinvestor  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 00:00 WCI Podcast #457 01:41 Investing in Taxable vs. Cash Balance Plans 04:25 Setting Up a Cash Balance Plan 11:55 Are You a Bad Doctor If You Care About Money? 19:22 Revocable Trusts 25:00 Peak Spending Years 29:17 WCI for Non-Doctors

Contract Law Spendthrift Trusts - Everything You Need to Know (reaction)

Todd Lutsky of Cushing & Dolan breaks down the basics of estate planning, starting with how to properly value your estate and understand what actually counts toward estate taxes. The episode also takes listener questions, including a real-world scenario involving rental income, irrevocable trusts, Medicaid eligibility, and why income flow mistakes don't automatically derail an estate plan.

If food feels like constant mental chatter, this episode is for you.We're talking about how to quiet food noise and eat with consistency, confidence, and self-trust — without dieting, restriction, or overthinking.In this episode:What food noise actually is (and why it happens)Why consistency builds trust — not controlSimple ways to eat that calm the mind and support energyKey takeaway: Food peace comes from reliability, not rigid rules.Ready to step into your Upgrade Era?Work with me through Private Mentorship or the Ambitious & Fit Mastermind.

Today from SDPB - a "soft drink" ban on food stamp, a bill increasing penalties for disrupting church services meets some skepticism, tweaks to South Dakota's trust laws and even more.

Right now, we're living through a trust recession—a time when people are more skeptical, more cautious, and slower to buy. And if you're feeling the impact of that in your business, you're not alone. In this episode, I'm breaking down how to build real, lasting trust with your audience—even in a world where no one seems to trust anyone. Because here's the truth: flashy strategies won't save you if your audience doesn't feel safe with you. Trust is the new currency, and when you focus on earning it, sales become easier and more aligned. What we cover in this episode: What a “trust recession” actually is—and how it's affecting your sales Why traditional sales tactics are falling flat What breaks trust (even when you don't mean to) How to shift your messaging to lead with safety, connection, and integrity Specific ways to build trust through content, offers, and client experience If you've been asking, “Why aren't people buying like they used to?” — this episode will give you clarity, confidence, and direction.

Trusts are often described as “bulletproof” in divorce—but that assumption can be misleading. In this episode of Divorce at Altitude, co-host Ryan Kalamaya is joined by associate attorney Makenzie Ralston to discuss how discretionary trusts are treated in a Colorado divorce.Ryan and McKenzie explain when a trust may truly be protected, when it can be considered property, and when it may still affect property division, spousal maintenance, or child support—even if it is not divisible. Using common divorce scenarios and Colorado case law, they break down how trust language, trustee discretion, and distribution history can dramatically impact divorce outcomes.Guest Information: McKenzie RalstonMcKenzie Ralston is an associate attorney at Kalamaya | Goscha with a background in estate planning and tax law. She earned her law degree and Master of Laws in Taxation from the University of Denver Sturm College of Law and focuses on the intersection of trusts, estate planning, and domestic relations.Episode OutlineWhat Is a Discretionary Trust?An overview of trust roles—settlor, trustee, and beneficiary—and how discretionary distribution standards such as health, education, maintenance, and support operate.Revocable vs. Irrevocable TrustsWhy revocable trusts generally are not property interests for beneficiaries, how irrevocable trusts differ, and when a trust may become relevant in divorce proceedings.Colorado Case Law on TrustsA discussion of In re Marriage of Jones and In re Marriage of Balanson, and how courts analyze enforceable rights versus discretionary interests.Economic Circumstances vs. PropertyHow a trust may not be property—but still influence property division as an economic circumstance in a divorce.Trustee Control and Distribution PatternsWhy consistent distributions, beneficiary control, and trustee appointment powers can undermine claims that a trust is fully discretionary.Trust Distributions as IncomeHow regular and dependable trust distributions may be included as gross income for spousal maintenance and child support calculations.Drafting Trusts With Divorce in MindHow thoughtful trust drafting—spendthrift provisions, independent trustees, divorce-triggered protections, and prenuptial requirements—can provWhat is Divorce at Altitude? Ryan Kalamaya and Amy Goscha provide tips and recommendations on issues related to divorce, separation, and co-parenting in Colorado. Ryan and Amy are the founding partners of an innovative and ambitious law firm, Kalamaya | Goscha, that pushes the boundaries to discover new frontiers in family law, personal injuries, and criminal defense in Colorado. To subscribe to Divorce at Altitude, click here and select your favorite podcast player. To subscribe to Kalamaya | Goscha's YouTube channel where many of the episodes will be posted as videos, click here. If you have additional questions or would like to speak to one of our attorneys, give us a call at 970-429-5784 or email us at info@kalamaya.law. ************************************************************************ DISCLAIMER: THE COMMENTARY AND OPINIONS ON THIS PODCAST IS FOR ENTERTAINMENT AND INFORMATIONAL PURPOSES AND NOT FOR THE PURPOSE OF PROVIDING LEGAL ADVICE. CONTACT AN ATTORNEY IN YOUR STATE OR AREA TO OBTAIN LEGAL ADVICE ON ANY OF THESE ISSUES.

This episode, hosted by Anna Soliman,  reviews the new petition process enacted under AB 2016 for a decedent's primary residence valued up to  $750,000.  We will discuss the origin of the new law, the old rules, and the mechanics of the procedures. About our guests, Judith Tang and Lisa B. Roper: Judith Tang is the Co-Vice Chair of the Trusts and Estates Practice group at Fennemore. Judith is a Director and the Co-Vice Chair of the Trusts and Estates Practice group at Fennemore. She has over 25 years of experience and a breadth of knowledge, providing comprehensive personalized estate planning and trust and estate administration services.Lisa B. Roper is a partner in the Estate and Trust Litigation Group and the Trust Administration and Probate Group at Henderson, Caverly and Pum LLP, where she advises clients in estate and trust controversies, estate and trust administrations, guardianships, and conservatorships.  Lisa and Judith are members of the Executive Committee of the Trust and Estates Section of the California Lawyers Association.  About Our Host:Anna Soliman is Special Counsel in Sheppard Mullin's Los Angeles office, where she specializes in estate planning and trust administration for high-net-worth individuals. She is also a member of the Executive Committee of the Trust and Estates Section of the California Lawyers Association.  Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Cat Hammons and Todd Gajdusek

Estate planning is one of those things most of us know we should do but avoid anyway. In this episode, we sit down with trust and estate strategist Robin Ingber to break it down in a way that actually makes sense. We talk about the real differences between wills and trusts, why planning for incapacity matters just as much as planning for death, and how having a plan in place is really about protecting the people you love and making their lives easier. Robin keeps the conversation practical, relatable, and even a little funny while clearing up the myth that estate planning is only for the wealthy. If you have been putting this off or have no idea where to start, this episode is a great first step. Let's dive in!

Send us fan responses! Paperwork beats myth every time. We walk through an end-to-end playbook for operating privately while staying effective in public systems: EIN-first setups, layered holding companies, trusts as beneficiaries, and documented cash flow that builds real business credit. Along the way, you'll hear candid wins, including arbitration results against major carriers for inaccurate credit reporting and the exact framing that turns “bad credit” into provable harm.We break down why treating all courts as tax courts changes your approach, how to get an EIN without a Social Security Number, and why the county recorder can be your strongest ally. The structure matters: multiple holding companies reduce risk, a 508(c)(1)(A) private ministry can serve as beneficiary, and a public-facing 501(c)(3) can make banks more comfortable. Private membership associations help legitimize inter-entity fees and create receipts that support funding and underwriting, while careful recordkeeping turns accounts into assets instead of liabilities.IDs and jurisdiction come up with nuance: tribal IDs, Palau IDs, private titles, and county filings are tools, not shields. We stress responsibility, informed use of affidavits and explanatory statements, and the difference between travel claims and legal compliance. The core rule is simple and repeated: you only control what you create. Build the entities, keep the records, move the cash flow, and use arbitration clauses the right way. It's not about gaming the system; it's about understanding it well enough to stand your ground.If you're ready to replace guesswork with process and hear what actually works from people doing it, this one's for you. Subscribe, share with a friend who needs a blueprint, and leave a review telling us which tactic you'll apply first.https://donkilam.com FOLLOW THE YELLOW BRICK ROAD - DON KILAMGO GET HIS BOOK ON AMAZON NOW! https://www.amazon.com/Cant-Touch-This-Diplomatic-Immunity/dp/B09X1FXMNQ https://open.spotify.com/track/5QOUWyNahqcWvQ4WQAvwjj?autoplay=trueSupport the showhttps://donkilam.com

In this bonus of Meet the Farmers: The Big Debate, host Ally Hunter Blair puts listeners' questions to legal experts Chris Coupland and Annabelle Rout from Birketts LLP to discuss critical topics surrounding inheritance tax, succession planning, and land sales. The conversation emphasizes the importance of wills, lasting powers of attorney, and trusts, while also addressing the complexities of fair inheritance among family members. They provide insights into the impact of development on agricultural land value and the challenges of land valuation in the context of inheritance tax. Throughout the discussion, the significance of communication within families is highlighted as a key factor in successful succession planning. 

“If you die without a will… the law has written one for you.”In this episode of The Unlimited Podcast—the first in our Wealthhard series—Brian speaks with Jessica Feldman Chittley, partner at Bales Beall LLP, about wills and powers of attorney: what they are, why everyone needs them, and how to draft them so they reduce tax and probate, protect minor children, and avoid executor headaches. Jessica explains the real consequences of dying intestate (meaning, without a will), how guardianship and trusts for minors work, and why powers of attorney for property and personal care are urgent. She also walks through the scope of the executor's role, probate-planning options (e.g., multiple wills, bare-trust structures), and simple but powerful drafting tools that prevent family conflict. Practical, clear and essential listening for anyone who hasn't reviewed estate documents in the last few years. And especially for those who haven't yet organized their wills and/or powers of attorney...What are you waiting for?Jessica Feldman Chittley is a Partner at Bales Beall LLP who focuses on estate and trust planning and estate administration. She advises individuals, families and private-business owners on tax-minimization at death, drafts wills, trusts and powers of attorney, and guides executors through the administration process. Jessica serves on the Executive Committee of the Ontario Bar Association's Trusts & Estates Law Section, is a member of Society of Trust and Estate Practitioners and the Canadian and Ontario Bar Associations, and was recognized in The Best Lawyers in Canada (2025) for Trusts and Estate.Timestamps:0:00 Disclaimer & Intro1:25 Wealthhard4:47 Why do you need a will?7:57 What happens if you don't have a will?13:02 The key elements of a will18:56 The role of the executor24:36 How a will impacts children29:32 Planning for maximum value31:55 What to do once a will is written34:28 What is a power of attorney?42:40 If Jessica could do anything, what would it be?43:56 Outro

Unexpected events can expose gaps in even the most carefully prepared estate plans. When family conflict, legal standards and timing collide, the outcome can reshape how assets move and who ultimately benefits. In this episode of Celebrity Estates, Senior Editor David Lenok examines the estate of Rob Reiner alongside Sean Weissbart, partner and co-chair of the Tax Benefits and Private Client Practice Group at Blank Rome. The conversation focuses on how slayer statutes function, why probate courts rely on civil standards rather than criminal convictions, and how intent and mental state influence inheritance outcomes. Sean explains how being treated as predeceased can redirect assets, how insanity defenses may affect eligibility and why simultaneous death rules and community property laws matter when spouses die close in time.  Join David Lenok and Sean Weissbart as they break down the estate planning lessons behind rare legal scenarios and the importance of thoughtful planning when the unexpected occurs. Key takeaways: How slayer statutes prevent financial benefit after intentional and felonious killing Why civil standards of proof differ from criminal convictions in estate matters How predeceased treatment redirects inheritances to alternate beneficiaries The role of insanity defenses, trusts and fiduciaries in inheritance outcomes Why simultaneous death provisions and planning details can reshape asset flow Resources: Listen to Celebrity Estates on Wealth Management Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Connect With David Lenok: david.lenok@informa.com  Wealth Management LinkedIn: David Lenok LinkedIn: Informa LinkedIn: Wealth Management Connect With Sean Weissbart: LinkedIn: Sean Weissbart LinkedIn: Blank Rome Website: Blank Rome About Our Guest: As one of the most regarded millennial estate planners in the country, Sean plays an integral role in the lives of his clients, working together to create legacies that are tax efficient and responsive to the unique needs of each family. On Sean's practice and style, Chambers USA quotes a client saying that “Sean Weissbart is a very creative estate tax lawyer, and he's always looking to provide a fuller package than just documents. He cares quite a bit about his bedside manner, and it shows.” Another states, “There are three things that stand out about Sean. First is his ability to accommodate clients, second is his passion for the work he does and third is his empathy.” Clients turn to Sean to handle all aspects of estate planning, the administration of trusts and estates, and the representation of beneficiaries and fiduciaries in contested matters in Surrogate's Court. Sean's extensive experience includes advising international families on the impact of U.S. tax laws on their wealth. In international estate matters, Sean assists non-citizens with domestic assets navigate the complicated rules surrounding the tax-efficient transfer of their wealth and counsels U.S. citizens facing income tax issues related to their beneficial interest in foreign trusts.   Sean also represents clients on matrimonial matters, including the negotiation of prenuptial and postnuptial agreements and trust modifications following divorce. In addition to his law practice, Sean serves as an adjunct professor of law at New York University School of Law, where he teaches Income Taxation of Trusts and Estates, International Estate Planning, and Tax Aspects of Charitable Giving. He is an author of the law school textbook The Income Taxation of Trusts and Estates, a fellow of The American College of Trust and Estate Counsel, and a regular speaker at the nation's most prestigious tax conferences. He gives back to the community through many philanthropic endeavors including his service on the board of the Ment'or BKB Foundation and as event chair of the Trusts and Estates Committee of the UJA Federation of New York, having raised millions of dollars to assist those in need.

In this episode, we discuss why the right to an attorney remains one of the most important protections in the American legal system, using Gideon v. Wainwright to examine how due process actually functions in practice. We explore the recent surge in gold and silver prices, weighing inflation fears against global instability and market psychology, and consider how Trump's negotiation style plays out in diplomacy and financial markets. We also examine a new film about Melania Trump, why it misses the larger political moment, and how culture increasingly drifts away from economic reality. We then turn to the so-called Great Wealth Transfer, where we explore how inheritances shape labor markets, housing prices, charitable giving, and long-term economic behavior, along with the unintended consequences that massive shifts in wealth can create for policy, taxation, and inequality. 00:00 Introduction and Overview 00:29 The Story Behind the Right to an Attorney (Gideon v. Wainwright) 03:44 Why Gideon's Case Still Matters Today 04:43 Precious Metals Surge: Gold and Silver Prices Explained 06:40 Inflation vs. Global Risk as Drivers of Gold Prices 08:04 Trump's Negotiation Style and Market Turbulence 09:53 Why Business Tactics Fail in Diplomacy 11:06 Foolishness of the Week: The Melania Trump Movie 13:22 Why the Movie Misses the Real Political Story 15:15 James Bores Ant with Sports Discussion 16:01 The Great Wealth Transfer 17:52 Why Inheritances Don't Behave Like Savings 19:22 Inheritances as Economic Stimulus 22:10 Early Retirement and Labor Market Effects 23:14 Will Wealth Skip a Generation? 24:18 How Big the Wealth Transfer Really Is 25:58 Why the Economy Keeps Avoiding Recession 26:43 Racial Wealth Gaps and Political Fallout 30:49 Why Redistribution Could Backfire 32:04 Estate Taxes, Trusts, and Avoiding the IRS 36:36 Which States Will Gain the Most from Inheritance 38:25 Interest Rates, Inflation, and ESG Investing 40:29 Housing Prices vs. Rental Markets 42:26 Unintended Consequences of Massive Wealth Shifts 43:29 Charitable Giving and Inheritance Choices 44:37 Final Thoughts on Markets, Wealth, and the Future Learn more about your ad choices. Visit podcastchoices.com/adchoices

Get the Midterm Rental Insurance Blueprint: https://experimentrealestate.com/#blueprintIn this deep-dive episode of In The Lab, Ruben welcomes back Brent Kesler — creator of The Money Multiplier Method and returning guest from Episode 138 (2021). Four years later, Brent returns with even more clarity, more proof, and more real-world examples of how infinite banking can transform the way entrepreneurs, investors, and families build wealth. Now holding over 30 policies personally, Brent breaks down exactly how he uses IBC to fund real estate, pay off debt, move money through private lending, and build generational wealth inside properly structured trusts. Brent not only does this himself but he's empowered thousands of entrepreneurs to use this vehicle including yours truly — Ruben Kanya. Brent explains why most people misunderstand whole life insurance, how wealthy families have used these strategies for over 200 years, and why “becoming your own banker” gives you control banks never will. He also unpacks the mechanics behind policy design, how to access capital tax-free, why death benefit matters less than cash value, and how to integrate IBC with real estate, business operations, and multi-policy ecosystems.Throughout the conversation, Ruben and Brent explore advanced strategies — from infinite wealth loops to family banking structures, premium flow sequencing, private lending arbitrage, and legacy planning. Brent also shares what's changed since 2021, why more sophisticated investors are now using IBC, and how anyone can start regardless of income level.Tune in now to learn how to take control of your capital, build a long-term wealth engine, and design a financial system that compounds for generations.HIGHLIGHTS OF THE EPISODE:19:08 Brent talks about how entrepreneurs stay broke by bleeding interest instead of building systems.53:03 Brent talk about using policy loans instead of withdrawingKEEPING IT REAL:06:44 – Infinite Banking 101 10:58 – How wealthy families use IBC15:36 – Brent's $984K debt payoff journey19:22 – Cash value explained clearly23:41 – Why whole life (not term or IUL)28:55 – Understanding policy design & funding34:47 – Borrowing against your policy40:12 – Real estate examples using IBC45:58 – Arbitrage, spreads & recycling dollars51:33 – How entrepreneurs misuse debt56:09 – Avoiding policy design mistakes1:02:44 – Using IBC inside partnerships1:08:15 – Trusts, legacy planning & structure1:14:50 – When not to use IBC1:20:18 – Brent's 2026 wealth playbook1:28:07 – Final advice for long-term thinkersCONNECT WITH THE GUESTWebsite: https://themoneymultiplier.com/brent-keslerLinkedin: https://www.linkedin.com/in/thebrentkesler/Instagram: https://www.instagram.com/the.money.multiplier/#InfiniteBanking #IBCStrategy #WealthBuilding #CashFlowBanking #RealEstateInvesting #EntrepreneurMindset #FinancialFreedom #MoneyMastery #WealthCreation #ExperimentNation

In this episode of "Next Steps 4 Seniors," host Wendy Jones and guest Wendy Zimmer Cox, an estate planning expert, discuss the essentials of financial security and estate planning for seniors. They highlight the importance of having key legal documents, choosing the right decision-makers, and organizing vital information in a “death binder.” The conversation covers common pitfalls, such as joint bank accounts and family disputes, and stresses clear communication and proactive planning to prevent conflict and ease transitions for loved ones. Listeners are encouraged to seek professional guidance and start these important conversations early. Be sure to like and subscribe on your favorite podcast platform so that you never miss an episode. Every week brings two ways to grow: Tuesdays dive into the physical next steps with real-life guidance for seniors and families, and Fridays uplift the heart with spiritual and emotional next steps—encouragement, faith, and hope for the journey ahead. To learn more about Next Steps 4 Seniors, contact us at 248-651-5010 or visit us online at www.nextsteps4seniors.com Find us on YouTube at https://www.youtube.com/@nextsteps4seniorsLearn more : https://nextsteps4seniors.com/See omnystudio.com/listener for privacy information.

Think your estate plan is set because you have a will? Art McPherson reveals why most trusts remain unfunded, why probate can derail your family’s finances, and how new senior tax deductions change the planning landscape. From legacy misconceptions to smart charitable strategies and Roth opportunities, this episode helps simplify complex decisions and protect what matters most. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Revocable trusts DO NOT give you asset protection

In this episode of The Property Nerds podcast, hosts Arjun Paliwal, Jack Fouracre, and Adrian Lee sit down with Ronesh Hargovind to explore the complexities of using trusts in property investment. Hargovind explains that discretionary trusts are flexible structures in which trustees decide annually how to distribute income and capital gains, making them valuable for estate planning, asset protection, and multi-property portfolios. He contrasts these with unit trusts, which issue fixed entitlements and are often better suited for partnerships or investors contributing unequally. While trusts offer flexibility, Hargovind stresses that they do not automatically provide tax advantages, noting that negative gearing benefits can be trapped and strict rules govern distributions. Land tax regulations also vary by state, affecting the benefits of discretionary versus unit trusts and requiring careful planning. Choosing the right structure depends on finance, long-term goals, family considerations, and risk tolerance, with borrowing capacity being the starting point. Hargovind emphasises the importance of working with an accountant familiar with property and trust structures to navigate these complexities.

Explore overlooked trusts—including HEETs, alimony, voting, and blind trusts—and when estate planners should use them to address complex client needs. 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.

1/20/26 Olsen on Law Radio Show

Revocable Trusts Don't Have Separate Tax Returns

Real Estate Anonymity with Revocable Trusts

This episode clears up the confusion around trusts and taxes. You'll learn when a trust can save you money, when it can't, and how different trusts are taxed. We break down revocable and irrevocable trusts, explain grantor vs. non-grantor rules, and show how the wrong setup can lead to higher taxes. You'll also hear why the new estate tax limits for twenty twenty-six create a rare chance to use smart strategies and protect your family from future tax hikes. This is simple, clear finance advice that helps you make better money decisions and avoid costly mistakes. Listen now so you can keep more of your wealth and avoid surprises later.   Next Steps:

Retirement accounts don't always go where you expect, especially when cognitive decline becomes an issue. Nathan and Brian discuss how beneficiary designations, tax rules, and retirement trusts intersect, and how the right planning can protect both the assets and the people relying on them.

It's 53 degrees in Florida, and I'm freezing. But that's not what we need to talk about today. We're living in a trust deficit. Attention used to be the game, but we got burned out from all the noise. Now everyone's got blockers up and spam filters running. Jobs are harder to land. Customers are tougher to reach. Relationships take more work. But people are still out there. They're just interested in what interests them. And if you understand how to navigate this new interest era, everything changes. Your career, your business, your connections. All of it. Featured Story This morning at 7 am, I jumped on my weekly Face Your Passion inner circle call. Never thought I'd spend Wednesday mornings on Zoom, but it's become the best call of my week. Mature, professional people genuinely supporting each other and making their lives better. I decided to take them somewhere different today. We dove into something affecting every part of their lives right now, from landing jobs to running businesses to building relationships. Turned into one of those 75-minute sessions where everyone's leaning in because they're finally understanding why nothing's working the way it used to. The trust deficit isn't just some buzzword. It's the reality we're all navigating every single day, whether we realize it or not. Important Points The attention era burned us out with constant noise, so we built walls and turned on spam filters everywhere now. People haven't disappeared, they've just become laser-focused on whatever genuinely interests them most right now. Building real trust takes consistency over time: over 50 interactions for friendship, 7-8 hours for online trust. Memorable Quotes "We're living in an era of a trust deficit. A lack of trust. No kidding. We just are. It's how it is these days." "What gets your attention becomes your focus. It becomes what you're interested in. It changes your life completely." "If you listen consistently to me, you'll understand the context. You'll see I'm in the right direction always." Scott's Three-Step Approach Stop trying to grab attention with all the noise and start focusing on what genuinely interests your target audience. Build trust through remarkable consistency over time, showing up the same way again and again without changing. Understand the external factors shaping your world so you can navigate them rather than fight them. Chapters 0:02 - Cold weather complaints and connection updates 2:26 - The trust deficit era we're living in right now 3:36 - Why the attention era burned everyone out badly 5:22 - Welcome to the interest era (and how to win) 6:43 - Job hunting strategy that actually works today 9:11 - The 50-experience rule for building real trust 10:24 - Making this work for your actual life today Connect With Me Search for the Daily Boost on YouTube, Apple Podcasts, and Spotify Email: support@motivationtomove.com Main Website: https://motivationtomove.com YouTube: https://youtube.com/dailyboostpodcast Instagram: https://instagram.com/heyscottsmith Facebook Page: https://facebook.com/motivationtomove Facebook Group: https://dailyboostpodcast.com/facebook Learn more about your ad choices. Visit megaphone.fm/adchoices

We'll let you know where presumptive GOP nominee for governor Tommy Tuberville said regarding President Trump and Greenland. Also, last year was a record for economic development. And a BIrmingham-based company wins a big civil case related to its work in Colombia. Learn more about your ad choices. Visit megaphone.fm/adchoices

Is your money really going where you want it to when you're gone, or are taxes, outdated documents, and lack of planning quietly deciding for you? In this episode, I sit down with CPA and estate planning expert Shamisa Zvoma to unpack the truths most people miss about trusts, gifting, tax strategy, and why estate planning isn't just for the ultra-wealthy. We talk about control, protection, legacy, and the narrow window many families are overlooking right now that could cost them millions down the road. You'll hear us discuss: Why trusts aren't just for wealthy families and how they give you control long after you're gone The biggest misconceptions people have about estate planning and taxes How trusts can protect assets from creditors, divorce, and poor timing Why giving money outright isn't always the smartest move How lifetime gifting can dramatically reduce future estate taxes The annual gifting limits and how couples can maximize them How paying tuition or medical bills can reduce your estate without triggering gift taxes Why estate plans should be reviewed every 3–5 years (and after major life changes) Real-life examples of what goes wrong when plans aren't updated How state estate taxes can create major surprises even when federal taxes don't apply Resources Shamisa Zvoma on LinkedIn | Phone: 212-605-3182 | Email Stacy Francis on LinkedIn | X(Twitter) | Email FrancisFinancial.com Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!

Today's Passage: Jeremiah 17:5-8Thus says the Lord:“Cursed is the man who trusts in man    and makes flesh his strength,    whose heart turns away from the Lord.He is like a shrub in the desert,    and shall not see any good come.He shall dwell in the parched places of the wilderness,    in an uninhabited salt land.“Blessed is the man who trusts in the Lord,    whose trust is the Lord.He is like a tree planted by water,    that sends out its roots by the stream,and does not fear when heat comes,    for its leaves remain green,and is not anxious in the year of drought,    for it does not cease to bear fruit.”NOTES & LINKS:21 Days of Prayer & Fasting WebsiteSubscribe to the 21 Days of Prayer & Fasting NewsletterPDF Guide to Prayer & FastingAs Part of the 21 Days, we are committing to 24/7 prayer during this time. Sign up for a time slot here.

This episode explains how trusts really work and why they matter for business owners and families who want to protect their money. You'll learn the difference between revocable and irrevocable trusts, what each one is used for, and how they affect taxes and control. We keep it simple and show how trusts can support wealth planning, smart strategies, and better money decisions. Many people think trusts are only for the rich, but that's not true. They can help avoid probate, protect your assets, and make sure your money goes where you want it to. You'll also hear why choosing the wrong trust can backfire and why you need both a tax pro and an estate attorney to get it right. Listen now so you can protect what you've built and keep more of your wealth.   Next Steps: