Podcasts about trusts

Matt Robison explores the transformative challenges facing the media industry alongside guest Mike Pesca, a seasoned journalist and host of the longest running news podcast on Earth, The Gist. They discuss the effects of technological advancements, the rise of digital platforms, and the fragmentation of traditional news sources. They also tackle the persistent issues surrounding Donald Trump, the impact of digital trends on sports, and positive societal changes such as the decline in police violence. 00:00 Introduction and Overview03:20 Fragmentation of Mainstream Media05:54 Interview with Mike Pesca: Media Critique09:28 The Trump Dilemma in Media23:04 The Fragmented Media Landscape38:37 The HR-ification of the Democratic Party48:16 The Newt Gingrich Strategy and Media Ecosystem53:16 Positive Trends and Good News57:42 Interesting Author Interviews01:00:34 The Evolution of Sports

On this edition of Fade the Dibbers, Dan Dibley decides between the Giants-Patriots Monday Night Football matchup

Your savings account is robbing you. Here's what to buy instead.Most people think having $10,000 saved means they're winning. Wrong. Inflation is eating your money alive while you sleep. In this video, I'm breaking down the 10 things wealthy people buy FIRST once they start making real money—and #7 changed my entire life.This isn't about flexing. It's about building a foundation your kids' kids will thank you for.

Lots of good stuff in this episodeNew investment opportunity if notesWills, Power of Attorney, Trusts, beneficiariesHow to lose $40k on solar panelsShow reviews on Apple Podcast

Welcome back to the Bar Exam Toolbox podcast! In this episode, we explain the five requirements for a valid will, and analyze two hypotheticals to illustrate how courts determine validity.  In this episode, we discuss: The basics of will formation The five elements of a valid will What is a holographic will? The "harmless error" rule Two hypotheticals from previous California bar exams Resources: "Listen and Learn" series (https://barexamtoolbox.com/bar-exam-toolbox-podcast-archive-by-topic/bar-exam-toolbox-podcast-explaining-individual-mee-and-california-bar-essay-questions/#listen-learn) California Bar Examination – Essay Questions and Selected Answers, July 2021 (https://www.calbar.ca.gov/Portals/0/documents/admissions/Examinations/July-2021-CBX-Essay-Qs-and-Selected-Answers.pdf) California Bar Examination – Essay Questions and Selected Answers, July 2006 (https://nwculaw.edu/pdf/bar/July%202006%20Essays%20and%20Sample%20Answers.pdf) Podcast Episode 27: Tackling and MEE Question: Wills and Trusts (https://barexamtoolbox.com/podcast-episode-27-tackling-an-mee-question-wills-and-trusts/) Podcast Episode 326: Listen and Learn – Intestate Distribution (Wills and Trusts) (https://barexamtoolbox.com/podcast-episode-326-listen-and-learn-intestate-distribution-wills-and-trusts/) SpacedRepetition.com (https://spacedrepetition.com/) Download the Transcript (https://barexamtoolbox.com/episode-336-listen-and-learn-will-formation-and-execution/) If you enjoy the podcast, we'd love a nice review and/or rating on Apple Podcasts (https://itunes.apple.com/us/podcast/bar-exam-toolbox-podcast-pass-bar-exam-less-stress/id1370651486) or your favorite listening app. And feel free to reach out to us directly. You can always reach us via the contact form on the Bar Exam Toolbox website (https://barexamtoolbox.com/contact-us/). Finally, if you don't want to miss anything, you can sign up for podcast updates (https://barexamtoolbox.com/get-bar-exam-toolbox-podcast-updates/)! Thanks for listening! Alison & Lee

This analytical piece looks into foundations and trusts, detailing both, and highlighting which works best for whom.View the full article here.Subscribe to the IMI Daily newsletter here. 

In the final Wealth, Wine & Wisdom episode of 2025, Andy and Jason debrief the year's most outrageous financial events, starting with the ATO's latest move to aggressively redefine income splitting for family trusts and the bombshell news that Australian governments have collected a record trillion dollars in taxes. They dive into the property market's two conflicting stories: record-breaking sales in Brisbane and the return of luxury real estate versus APRA's new, controversial Debt-to-Income (DTI) limits aimed at restricting investor lending. They also expose the ongoing "Build-to-Rent" scandal, where billions in Australian real estate have been sold to foreign corporations, and the hosts lay out a powerful new investment thesis for 2026: strategically acquiring "picks and shovels" real estate that will be necessary for the coming AI infrastructure revolution.   Episode Highlights Record Tax Take: Australia's three levels of government collected a "record trillion" dollars in taxes. The ATO vs. Family Trusts: The hosts blast the ATO for trying to force family trusts to "confess their past errors" and for adjusting their interpretation of income splitting, an attack that could force business owners to pay tax on all business profit under "Personal Services Income" rules. Tax-Free $16 Million Gain: Discussion on a $25 million record sale in Brisbane where the sellers, if it was their principal place of residence, could have made a tax-free gain of $16 million in just three years. Overseas Money Continues to Flow: Highlight of a mother who bought an $8 million Sydney house for her daughter who is studying from overseas. APRA's Investor Crackdown: Criticism of the banking regulator (APRA) for introducing the first-ever Debt-to-Income (DTI) limits on home loans for investors, arguing it is a "socialist policy" that will only worsen the housing supply issue. Banks Ignore Regulator: Banks are forecast to increase home lending in 2026, effectively ignoring APRA's new limits. Build-to-Rent Scandal: Exposure of the "Build-to-Rent" scheme, which gives tax breaks to offshore corporations, resulting in $30+ billion of Australian real estate being sold to foreign-owned entities. The AI Revolution is Not a Bubble: The AI revolution is here to stay and will be more aggressive than the agricultural and industrial revolutions combined. The hosts note that Vietnam is teaching all primary school children to use AI tools from year one, highlighting Australia's "archaic attitude". Investment Theme for 2026: A new forward-thinking investment thesis that involves acquiring real estate near pre-existing power transmission cables or data lines, which will become valuable "picks and shovels" for the massive infrastructure spend required by AI. Property Market Opportunity: Melbourne is highlighted as a potentially undervalued market, with comparable property lagging in price by as much as $500,000 against other major cities, making it an opportunity based on fundamental supply, population, and geography. Holiday Message: A final plea to "switch off the news" and "switch off the social media" over the break and be present with people you like.

Caleb Guilliams and Devin Burr (@Mr_Brrrr) return to tackle the internet's toughest questions about Infinite Banking. The good, the skeptical, and the ugly. From people asking how soon they can access cash value, to critics calling Infinite Banking a scam, nothing is off-limits. 00:00 Introduction to Infinite Banking and Skepticism02:32 Starting a Policy: Amounts and Strategies04:57 Age Considerations in Infinite Banking08:35 Trusts and Legacy Planning11:56 Tax Implications and Loan Structures20:01 Comparing Whole Life and IULs30:11 Understanding Policy Loans and Insurance Company Profitability42:18 Understanding Investment vs. Savings45:00 The Role of Life Insurance as an Asset46:01 The Value of Life Insurance in Financial Planning50:02 Critique of 401(k) Plans55:25 The Debate on 401(k) Matches58:19 Infinite Banking: Concept vs. Scam01:06:04 Ethics of Lending and Interest Rates01:11:36 Intentional Living and Business ValuesWant a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vaultWant Us To Review Your Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review______________________________________________ Learn More About BetterWealth: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this episode of Retire With Style, Wade Pfau and Alex Murguia talk with Beth Pinsker, author of My Mother's Money, about the practical and emotional realities of financial caregiving and estate settlement. They discuss why clear documentation matters, how probate works, and where family disputes over inheritance often begin. The conversation also covers the roles of wills, trusts, and beneficiary designations, along with the emotional weight that comes with managing a loved one's affairs. Beth shares personal insights that highlight the value of proactive planning and open communication to help families avoid conflict and ensure a smoother transition of assets. Takeaways 30% of people have any sort of documents in place for estate planning. Family disputes often arise over inheritance and asset distribution. Blended families require careful planning to avoid conflicts. Trusts can provide better protection for all parties involved. Beneficiary designations are crucial to avoid probate complications. Wills serve as power of attorney after death, but trusts offer more control. Proper estate planning can ease the emotional burden on families. Communication about inheritance wishes can prevent family discord. Digital assets should also be included in estate planning. Emotional challenges in settling property can be significant. Chapters 00:00 Introduction to Estate Planning and Legacy 01:53 Understanding Estate Planning and Its Importance 06:35 Family Disputes and the Role of Executors 08:58 Common Sources of Family Disagreements 13:39 Wills vs. Trusts: Key Differences Explained 20:33 The Importance of Beneficiary Designations 27:52 Navigating Property Settlements and Emotional Challenges 34:16 Final Thoughts on Financial Caregiving and Legacy Planning Links Find links to order Beth Pinkser's book, “My Mother's Money,” at www.bethpinsker.com Explore the New RetireWithStyle.com! We've launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there's something you've been wondering about retirement, we want to hear it! The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/ This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips

Trusts, Wills, and End of Life PlanningSee omnystudio.com/listener for privacy information.

Understanding how wills and trusts differ is key to safeguarding your family's future. From managing assets to avoiding probate and reducing disputes, smart estate planning ensures your wishes are honored and provides clarity, control, and protection. For more details, visit https://www.estates-utah.com/ Curry Andrews Consulting City: South Jordan Address: 10808 South River Front Parkway Website: https://www.estates-utah.com/ Phone: +1-801-960-3830

Most people have heard of trusts — but few truly understand whether they need one, how they work, or what they actually solve.In this episode of The Agent of Wealth Podcast, John Williams is joined by Tom Szieber, a North New Jersey estate planning attorney who helps families build thoughtful, tax-efficient, and practical estate plans. Together, they break down the real purpose of trusts, when they make sense, and how to know which type may be right for you.In this episode, you will learn:Why so many families are now exploring trusts – and why probate avoidance has become a major driver.The three core roles in every trust and how they work together.The key differences between revocable and irrevocable trusts (and what most people misunderstand about each).How titling, beneficiary designations, and pour-over wills determine what actually happens to your assets. And more!Tune in for a clear, practical conversation that demystifies trusts and helps you understand how they fit into a modern estate plan.Resources:Episode Transcript & Blog | Law Offices of Peter G. Aziz & Associates | Tom Szieber, Jr., Esq. | LinkedIn | Instagram | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

101 The Impact of AI and Labor Market Trends | Cary Sparrow, CEO of WageScape   The Entrepenudist Podcast  https://entreprenudist.com AI is transforming how companies hire, pay, and compete for talent and no one understands that shift better than Cary Sparrow, Founder and CEO of WageScape. In this episode of The Entreprenudist Podcast, Cary shares insights from decades of experience in engineering, the U.S. Navy, consulting, and technology leadership. He explains how data and artificial intelligence are reshaping recruiting, pay transparency, and the overall labor market. We dive into:

David Lesperance is one of the world's leading tax and immigration expert, providing specialized and Un-biased Advice on Citizenship and International Tax Issues. We're happy to welcome him back to the podcast to talk about all things tax, asset protection, estate planning, and more!

If you've been punting your estate planning all year, this is your wake-up call. In this episode, I bring in Griffin Bridgers—a recovering attorney who lives in this space—to tear down the myths and get you moving before the holidays eat your calendar. We get real about why estate planning slips to the bottom of the list: nobody wants to think about death, and everybody swears they'll “get to it later.” Later rarely comes. We start with basics that most people still miss: your will's validity, witness requirements, and why “perfect is the enemy of good.” Get the core documents done, then build the habit of revisiting them as your life changes—because it will. Your family changes. Your relationships change. Your appointees change. Set-and-forget is a fantasy. Review is the job. Then we crack open the myths: “The bank has my beneficiary, so I'm covered” (no, that's not a plan), and “my attorney has the originals, so I don't need to track anything” (do your people even know how to reach that attorney—or if they're still practicing?). This is where good intentions die and heirs get stuck. Business owners—this one's for you. Your buy-sell is not a checkbox. It's a minefield of human behavior, valuation drift, liquidity shortfalls, “I'm done working but still own 50%” scenarios, and spouses who don't agree with your sweetheart deal. If you don't define the rules, a judge will. Griffin's core punchline is simple: death is never easy, but you can make it easier. Start with the “who” and the “how.” Review your will, trusts, POAs, and—crucially—the people you've named. Educate them on their roles. Create an instruction manual so someone can actually run the playbook when you're gone. Then get your corporate docs in one place, with minutes and filings current. Organize first. Then review. Then fix. Watch the full episode here: https://youtu.be/7ZRs0r_XCVsAs always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

During Ep. 29 of the Ask the Law Firm Seller Show, Jeremy E. Poock, Esq. replies to the following Question 2: I lead a Trusts & Estates Law Firm that has prepared 500+ estate plans. What are my options? Initially, Poock explains that the owner of a Trusts & Estates firm needs to determine what the firm has in terms of: Its sources of revenues and amount of revenues per source (egs. Drafting, Probate/Trust Admin., Real Estate, etc.). The firm's client list, including updated information about names, addresses, e-mail addresses, and cell phone numbers. Importantly, for T&E firms, updating client information should include updating contact information about fiduciaries named in the firm's estate planning documents (egs. Personal Representatives and Trustees). Inventorying the number of estate plans under management, including ideally, determining how many clients have re-published their estate plans with another law firm, moved out of state, or may have already died. Regarding sale options, Poock shares the following 3 options: (a) Sell to or merge with a Growing Law Firm, and preferably, a Growing Law Firm that focuses on T&E or maintains a T&E department (Preferred) (b) Pursue an internal succession plan (Potential) (c) Maintain the Status Quo, i.e., establish no succession plan (Risky) Poock points out that Growing Law Firms offer the preferred option because they want and need the following resources that Senior Attorney-led T&E law firms offer: (1) New clients;   (2) An experienced workforce, comprised of both lawyers and para-staff; and   (3) Subject Matter Knowledge to convert to Digital Content to attract the attention of new clients who search online today (and tomorrow) for lawyers and law firms to retain.   Poock also observes the following trend that jeopardizes a particular, future value of Senior Attorney-led T&E Law Firms:   Digital Marketing Disruption in the legal industry means that, despite T&E law firms including a “blue back” page in their estate planning documents that lists the contact information for the law firms that prepared a given estate plan, surviving family members and fiduciaries have begun by-passing those “blue backs” in favor of asking Google or their AI thought partner to suggest the best T&E attorney near them to administer a Will or Trust.   If the families of estate planning clients do not return to the original firm that drafted an estate plan to assist with Probate/Trust Administration, the future value of that firm will become jeopardized because of the expectation that surviving loved ones and fiduciaries will seek Probate/Trust administration services from the same firm that prepared a client's estate plan.     Poock concludes with offering the following suggestion to T&E law firms that have prepared 500+ estate plans and may (should) have growing concerns that families will not return to their law firms for Probate/Trust Administration of the plans that the firm has drafted:   Maintain contact information for clients' named beneficiaries and fiduciaries for the purposes of:   (i) Establishing a relationship with the firm that prepared an estate plan; and   (ii) Minimizing the risk that beneficiaries and fiduciaries by-pass the firm that prepared a client's estate plan in favor of asking Uncle Google or an AI thought partner to recommend an alternative law firm for Probate/Trust Administration services.

In this video, I compare Dividend Stocks against a much lesser known, but often higher yielding passive income challenger, in Royalty Trusts. And stick around until the end, because I reveal Michael Burry's billion-dollar warning to the tech sector, then share some startling new job numbers, and wrap up with Warren Buffett's emotional goodbye letter he just posted. Join the world's largest free Dividend Discord ➜ https://discord.gg/kkSr5FY Join my channel membership as a GenEx Partner to access new perks: https://www.youtube.com/channel/UCuOS-UH_s4KGhArN6HdRB0Q/join Seeking Alpha Affiliate Referral Link ➜ https://link.seekingalpha.com/2352ZCK/4G6SHH/ Click my FAST Graphs Link (Use coupon code AFFILIATE25 to get 25% off your 1st payment) ➜ https://fastgraphs.com/?ref=GenExDividendInvestor Please use my Amazon Affiliates Link ➜ https://amzn.to/2YLxsiW Thanks! As an Amazon Associate I earn from qualifying purchases. Support me & get Patreon perks ➜ https://www.patreon.com/join/genexdividendinvestor Use my Financial Modeling Prep affiliate link for awesome stock API data (up to a 25% discount) ➡️ https://site.financialmodelingprep.com/pricing-plans?couponCode=genex25

Differences between Wills and Trusts

#660: Caring for an aging parent can morph into a second full-time job, and even the most financially savvy adults get blindsided. Bank accounts freeze, home sales stall, and family savings disappear faster than anyone expects. In this episode, we dig into what really happens when you take over a parent's financial life, from the first power of attorney to the final tax return. We explore the emotional and logistical realities of dementia care, Medicaid, trusts, probate, and why a single smartphone setting can determine whether you can access the information you need. Veteran financial journalist and certified financial planner Beth Pinsker joins us to share the hard lessons she learned while managing her parents' money, housing, and estate. She opens up about the “you don't know what you don't know” moments that hit even experts. We look at why almost every caregiver reaches a breaking point, the two documents that can save a year of stress and tens of thousands of dollars, how a forgotten zero-balance home equity line nearly torpedoed a real estate deal, and why phone access now belongs at the center of estate planning. We also confront the brutal math of long-term dementia care, the real differences between Medicare and Medicaid, how to evaluate facilities beyond brochures, and what happens when a parent dies without updated paperwork. Through it all, we focus on how clear conversations about wishes and values can reduce guilt and burnout for the people left steering the ship. Key Takeaways Financial caregiving comes for almost everyone eventually, and even experts hit roadblocks, so the goal is not perfection but reducing avoidable chaos. Power of attorney and healthcare proxy documents are foundational, often more urgent than a will, and they need to be current, state-appropriate, and shared with the people who may need to use them. A locked smartphone without a legacy contact can become a financial brick, cutting caregivers off from essential clues about accounts, subscriptions, and bills. Long-term dementia care can run five to six figures per year, outlasting even solid nest eggs, so families need to confront the realities of Medicaid and state-specific safety nets before the money runs out. How assets are titled, from bank accounts to real estate, determines whether heirs inherit smoothly through a trust or spend years and thousands of dollars navigating probate. The most important “plan” is knowing a loved one's wishes for quality of life and end-of-life care, so financial and medical decisions feel like honoring them instead of guessing in the dark. Key moments (0:00) Why financial caregiving blindsides even the experts (05:18) The hidden home equity line that almost killed a real estate deal (10:54) Two documents every adult in your life should have (14:29) The critical phone setting that protects access to accounts and memories (21:23) What Prince's estate taught us about wills and inertia (31:39) Planning for a decade of dementia care without going broke (35:16) How Medicaid really works and why “running out of money” is a process (38:46) The menu of care options from in-home help to CCRCs and nursing homes (44:31) The “smell test” for evaluating facilities in the real world (51:06) What to do in the first weeks after a parent dies (54:38) Trusts, titles, probate, and how one frozen account cost $5,000 to unlock (01:01:04) Knowing their wishes so money decisions feel like honoring, not guessing Resources and Links Beth Pinsker's website: bethpinsker.com Beth's retirement and financial planning columns at MarketWatch Beth's book, My Mother's Money, on financial caregiving and planning for aging parents and loved ones Learn more about your ad choices. Visit podcastchoices.com/adchoices

Good morning, good afternoon, and good evening, investors! Scott Carson here, and boy, do we have a treat for you! Ever wanted to tackle Texas creative financing—think subject-to, wrap-around mortgages, and assumptions—without, shall we say, foul-ups? Good, because I've brought on the man, the myth, the legend himself: T Alan Ceshker from the Ceshker Law Firm! With over 30 years in the game and a proud 5th-generation Austinite, Alan is the go-to guy for navigating the Lone Star State's unique legal landscape. He's helped thousands of investors get these specialized transactions right, so you don't end up with an "Amityville Horror" on your hands. If you're eyeing those sweet, low-interest mortgages and distressed borrowers, this episode is your official "Don't Screw It Up" guide!In this episode, you'll learn:Demystifying Texas Creative Financing (Alan's Way!): Alan cuts through the jargon, explaining why he calls everything a "wrap" (even assumptions and sub-to deals!) from a legal standpoint, and why "sub-to" is a term he strategically avoids. Learn the core concept: it's "just seller financing" where the existing mortgage stays, and the seller dons a new "lender" hat.Bulletproof Contracting for Texas Wraps & Assumptions: Discover Alan's ingenious "math word problem" solution for drafting contracts that account for fluctuating payoff amounts in assumptions, bypassing Paragraph 3 headaches. For wraps, it's as simple as standard seller finance! Plus, get the crucial "disclose, disclose, disclose" mantra to avoid those pesky investor amnesia cases years down the road.Taming the Due-on-Sale Beast with Trusts: Unpack the infamous due-on-sale clause—what it means, why lenders usually don't call it (but sometimes do!), and how Alan's proprietary "due on sale trust" structure leverages the Garn-St. Germain Act for protection. You'll hear about specific lenders (looking at you, Home Loan Servicing!) that raise flags and why downloading generic trust forms is a bad idea.Non-Negotiable Insurance & Legal Compliance: This is HUGE. Alan reveals the #1 reason wraps fail: incorrect insurance. Learn the exact structure (seller as additional insured, not just interest; lender as mortgagee clause) and why you must use a proven provider. Plus, understand the critical legal compliance points for Texas: RMLO requirements, the 5.016 disclosure, and the "no balloons, no ARMs" rule for baseline compliance.Pro-Tips for a Smooth Ride (and Avoiding Foreclosure): Get actionable advice for managing your deals: conference calls with sellers for lender contact, the strategic use of Power of Attorney for checks, and Alan's "6% down" rule of thumb to mitigate default risk. He also stresses the importance of continuous communication with all parties to ensure smooth sailing and happy campers.This episode with Alan Ceshker is an absolute masterclass in navigating the legal and operational intricacies of Texas creative financing. He's not just talking theory; he's giving you the battle-tested strategies to build a robust portfolio and avoid painful (and costly) mistakes. So, stop drawing deals on napkins, reach out to Alan's team, and get ready to close some rock-solid transactions! Go out, take some action, and we'll see you at the top!Watch the Original VIDEO HERE!Connect with Alan's Team HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes PinterestBook a call with Scott today at HTTP://TalkWithScottCarson.com to see if 1:1 Note Coaching is right for you!

99 Business Brokerage & Exit Strategies for Contractors | Jonathan Buehler   The Entrepenudist Podcast https://entreprenudist.com Thinking about selling your construction or home service business? In this episode, Jonathan Buehler, founder of Buehler Business Brokers, breaks down how to value, prepare, and sell your company for maximum profit. We discuss key strategies for exit planning, business valuation, and brokerage insights tailored to the construction trades and home service industries. Whether you're preparing for retirement or simply ready for your next chapter, this conversation helps you understand what drives business value and how to make your exit smooth and successful. --------------------------- About Jonathan Buehler Jon Buehler is the founder of Buehler Business Brokers, where he helps owners of HVAC, plumbing, electrical, and other home service companies sell their businesses with confidence. With over 16 years of experience spanning contracting, distribution, and manufacturing, Jon brings deep industry insight to every deal he manages. After nearly two decades in the trades, Jon transitioned into business brokerage in 2022, driven by a passion for helping business owners unlock the full value of their life's work. As both a Certified Business Intermediary (CBI) and Certified Exit Planning Advisor (CEPA), he guides clients through every stage of the sale process—from valuation and preparation to finding the right buyer and closing successfully. Jon has been recognized as a top business broker by the Business Brokers of Florida and the International Business Brokers Association, and he's a frequent speaker at national and regional trade events, including ACCA and FRACCA, where he educates contractors on building more valuable, sellable businesses. Based in Jacksonville, Florida, Jon lives with his wife Tiffany and their four kids. When he's not advising clients, you'll find him spending time with his family or helping business owners plan their next big chapter. ---------------- About the Host: Randolph Love III, is the Founder and President of, ShieldWolf Strongholds, a wealth protection company that specializes in providing Business Owners, Franchise Owners, and Retirees with high level Business Exit Planning, Retirement Income Planning, and Tax Free Cash Value Life Insurance education as a Certified IUL Master. He is a Partner and Consultant with The Franchise Consulting Company; one of the most renowned American owned franchise consulting companies in the world. He is the Author of the forthcoming Financial Literacy book, "The Miracle Money Vehicle: How To Make Money Make Babies;" which gives individuals and business owners a step by step guide on what they need to do to have the option to retire, or exit their current position in less than 5-10 years, with properly structured, and funded Trusts and Tax Strategies. Also, he is the host of, "The Entreprenudist Podcast: The Place To Hear Real Entrepreneurs and Business Owners BARE IT ALL;" ranked in the TOP 10% of podcasts for Business Owners and Entrepreneurs by ListenNotes.com.

100 How a Construction Worker Built a Fast-Growing SaaS Company   The Entrepenudist Podcast  https://entreprenudist.com From the construction site to the startup world, this episode of The Entreprenudist Podcast features Fabian Videla, CEO of Permit Rockstar Inc., who shares how he went from swinging hammers to scaling SaaS. He breaks down the real-world pain points that inspired him to build Permit Rockstar, a platform transforming how contractors navigate the permitting process. In this episode, we explore:

In this episode, Jennifer Johnson welcomes estate planning expert Mitch Bledsoe from Robinson & Lawing to dive deep into the often misunderstood world of wills and trusts. Together, they unravel the complexities surrounding these essential legal documents, providing clarity on why many people procrastinate on their estate planning. Mitch shares insights into the differences between wills and trusts, the common misconceptions surrounding trusts, and the unique situations where they might be beneficial, such as blended families or special needs planning. With real-life examples, including the intriguing case of celebrity pet trusts, listeners will gain a better understanding of how to safeguard their assets and ensure their wishes are honored after they're gone. Whether you're just starting to think about estate planning or looking to refine your existing plans, this episode is packed with valuable information that can help you make informed decisions for your family's future.To reach Jennifer Johnson at Three Magnolias Financial Advisorsjennifer@3-magnolias.com(336) 701-1600To reach Mitch Bledsoe at Robinson & Lawingmbledsoe@robinsonlawing.com(336) 631-8500The Triad Podcast Network is proudly sponsored by The Ginther Group Real Estate, Dewey's Bakery, and Three Magnolias Financial Advisors.

In today's show, Ken Raiss and I discuss the intricacies of wealth building and legacy planning.   We explore the importance of careful planning to avoid common pitfalls, the role of trusts in estate planning, and the implications of superannuation on wealth transfer.   The conversation also covers strategies for gifting wealth, the benefits of investment bonds, and the significance of philanthropy.   Finally, we provide actionable steps for individuals looking to start their legacy planning journey.   Takeaways  ·         Wealth building requires careful planning to avoid losses. ·         Timing is crucial in wealth transfer strategies. ·         Trusts can provide flexibility and tax advantages in estate planning. ·         Superannuation can complicate wealth transfer if not managed properly. ·         Gifting wealth during one's lifetime can have tax implications. ·         Investment bonds can be a tax-effective way to pass on wealth. ·         Philanthropy should be approached with specificity to ensure impact. ·         Legacy planning should start early, considering values and timing. ·         Consulting with financial experts can simplify complex decisions. ·         It's essential to communicate intentions clearly to avoid family disputes.     Chapters  00:00 Building a Legacy: The Importance of Planning 04:30 Wealth Transfer Strategies 09:42 Gifting Wealth During Lifetime 12:16 Superannuation: Friend or Foe? 17:15 Real Estate and Capital Gains Tax   Links and Resources:   Answer this week's trivia question here- www.PropertyTrivia.com.au ·        Win a hard copy of Michael Yardney's Guide to Investing Successfully ·        Everyone wins a copy of a fully updated property report – What's ahead for property for 2026 and beyond.     Michael Yardney   Get the team at Metropole Wealth Advisory create a Strategic Wealth plan for your needs Click here and have a chat with us    Ken Raiss, Director of Metropole Wealth Advisory   Get a bundle of eBooks and Reports at www.PodcastBonus.com.au   Also, please subscribe to my other podcast, Demographics Decoded with Simon Kuestenmacher – just look for Demographics Decoded wherever you are listening to this podcast and subscribe so each week we can unveil the trends shaping your future. Or click here: https://demographicsdecoded.com.au/ 

For many families, estate planning creates a feeling of anxiety, which is a big reason why they put it off for another day. From probate costs to nursing home spend-downs, failing to plan can leave loved ones vulnerable to unnecessary taxes, legal fees, and stress. In this episode, SHP's Laura Russo is joined by returning guest Attorney David Chaves to share actionable tips and strategies for reducing estate taxes. Dave discusses how his real-life experiences shaped his commitment to helping families secure their financial futures and preserve what they've worked for. Together, they unpack the differences between revocable and irrevocable trusts, how often an estate plan should be updated, and effective ways to reduce your estate's value through gifting and education savings. Whether you're protecting a family home or simply hoping to pass more to your loved ones, this episode will give you the clarity to take action now—before it's too late. In this podcast interview, you'll learn: Why wills often guarantee probate and how trusts can help your family avoid it. The key differences between revocable and irrevocable trusts. How the Massachusetts estate tax exemption has changed and what it means going forward. The benefits of A-B trusts and how they preserve more of your wealth. How Charitable Remainder Trusts and gifting strategies can reduce taxes while building your legacy. Want the Full Show Notes? To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast Connect With Us on Social Facebook LinkedIn YouTube

Why estate planning and business succession fail most often has nothing to do with legal documents. It comes down to communication, valuation, and timing. In this episode of Behind The Numbers With Dave Bookbinder, we explore the intersection of estate planning, business succession, and valuation with private client attorney Brian Balduzzi. Brian explains why estate planning is not just for the ultra-wealthy. Every business owner needs core documents in place to protect their family and business: wills, medical and financial powers of attorney, and a plan for what happens to their company. We dig into: How business valuation fits into estate and succession planning When to assemble the right advisor team and who should be at the table The dangers of ignoring valuation for illiquid assets Why failing to communicate plans derails succession efforts How gifting strategies, charitable giving, and legacy intentions shape outcomes Brian also touches on the emotional and human aspects of planning: chosen family considerations, stewardship of wealth, and why planning during life often creates better results than leaving everything to be sorted out later. If you're a business owner, this conversation offers practical steps to start protecting your company and your family today. #EstatePlanning #ProtectYourAssets #FuturePlanning #TaxStrategy #BusinessValuation #FamilyWealth #LifeGoals #LegacyPlanning ----more---- About Our Guest: Brian M. Balduzzi, Esq., Tax LL.M., MBA, CFP®, CEPA®, AEP®, IPA (he/him) is an attorney in the Private Client Group at Faegre Drinker in its Philadelphia, Princeton, and New York offices. Brian specializes in sophisticated estate and wealth transfer planning, helping families prepare for transitions, exits and succession. He also advises clients on estate and gift tax exemption strategies, charitable planning, prenuptial planning, estate and trust administration, and fiduciary litigation. Brian is a tax, business law, estate planning, accounting and finance adjunct professor. His scholarship has been featured in multiple regional and national trusts and estates and legal publications. In 2019, Brian was one of four Trusts and Estates attorneys selected as an ABA Real Property Trusts & Estate (ABA RPTE) Fellow, and, in 2021, as an American College of Trust and Estate Counsel Young Leader Fellow. For the ABA RPTE Section, he serves as the Chair of the IRA Plans & Distributions Committee, Chair of the Financial Planning and Risk Management Committee, Vice Chair of the DEI Committee, Member of the Trust and Estate Books Editorial Board and Council Member. Brian is also an active member of the Philadelphia Estate Planning Council on multiple committees and speaker as part of their Roundtable program. He has previously been honored as a Pennsylvania City and State Forty Under 40, Al DIA 40 Under Forty, Rainbow Revolutionary Distinguished Alumni, Philadelphia KEEPER, American Bar Association Top Forty Lawyers – On the Rise, and Boston University School of Law Young Alumni Chair Awardee. Brian holds his JD/Tax LL.M. from Boston University School of Law and his MBA with a Minor in Real Estate from Cornell University. He is licensed to practice law in PA, NJ, NY, FL, and MA, and he is in the process of waiving into the South Dakota bar.  Links: Brian M. Balduzzi | Professionals | Faegre Drinker Biddle & Reath LLP Estate Planning Lessons From the Oracle of Omaha | Law.com Planning Suggestions for the Impact of OBBBA on Estate and Tax Planning | Publications | Insights | Faegre Drinker Biddle & Reath LLP Sales of Qualified Small Business Stock (QSBS), ‘Stacking' and Other Structures for Advanced Estate Planning | Publications | Insights | Faegre Drinker Biddle & Reath LLP      About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.  

Will vs Trusts: A deeper dive | Randolph Love III   The Entreprenudist Podcast https://entreprenudist.com At The Liquidity Event, September 18, 2025, sponsored by Insurance Claim HQ powered by Hair Shunnarah Trial Attorneys. Randolph Love III, Founder and President of ShieldWolf Strongholds, shares essential insights on Will vs Trust: Everything Business Owners Need to Know About Estate Planning . In his talk, Randolph reveals how to: ✨ Understand the key differences between wills and trusts

Trusts, Wills, Probate Court and Professional AdviceSee omnystudio.com/listener for privacy information.

In today's episode on 10th November 2025, we break down the unfolding saga at Tata Trusts where legacy, leadership, and power are all being tested.If you haven't already, get your free, personalized insurance advice ⁠⁠⁠⁠⁠⁠by clicking here⁠⁠⁠.⁠

277 - Unlocking Tax Efficiency and Asset Protection with Stefan Belhomme and Michelle Nice   Welcome to the Real Estate Investor Growth Network (REIGN) with your host, Jen Josey! In this episode, Jen reveals her top 5 tips for launching a profitable short-term rental property, including how to navigate local regulations, maximize occupancy, and create an unforgettable guest experience—perfect for both new and seasoned real estate investors. Jen is joined by specialists from Prudent Wealth Strategies: Stefan Belhomme and Michelle Nice. Together, they dive deep into advanced real estate investing strategies focused on tax efficiency, asset protection, and building generational wealth. Learn about structuring your real estate business for maximum protection, using trusts and LLCs effectively, and why financial education is critical for long-term success. Whether you're just starting in real estate or looking to scale your investment portfolio, this episode is packed with actionable advice on short-term rentals, tax planning, estate planning, and smart business structures. Timestamps: 00:00 – Introduction to REIGN & Host Jen Josey 01:01 – Top 5 Tips for Launching a Short-Term Rental 03:37 – Meet the Guests: Stefan Belhomme & Michelle Nice 05:26 – Importance of Tax Efficiency & Asset Protection 07:11 – Real-Life Examples & Practical Advice 08:43 – Structuring Your Business for Success 10:52 – Ownership vs. Control: Protecting Your Assets 24:10 – Building Generational Wealth with Trusts 26:20 – Ensuring Your LLC is in Your Trust 27:07 – The Importance of Funding Your Trust 27:57 – Handling Assets After Death 29:33 – Educating Clients on Trusts 30:54 – Planning for the Future 34:26 – Real-Life Success Stories 36:46 – First Steps for New Investors 38:54 – The Tax and Estate Academy 40:15 – BADASS Acronym Breakdown 49:51 – Final Thoughts & Contact Information Key topics: Short-term rental investing Real estate investor tips Tax strategies for real estate Asset protection for investors LLCs and trusts explained Building generational wealth Financial education for investors Real-life real estate success stories Don't miss this episode if you want to grow your real estate portfolio, protect your assets, and plan for long-term wealth. Make sure to like, comment, and subscribe for more real estate investing tips from Jen and the REIGN Nation!     Stefan Belhomme is the founder of Prudent Wealth Strategies, LLC and a graduate of Rollins College in Winter Park, FL. He is a Registered Tax Planner and Certified Tax, Trust, & Estate Specialist. Since 2006, he has helped countless business owners and investors utilize advanced tax structures and strategies and understand the rules of the game so they can play it more efficiently. Michelle Nice is an Advanced Tax Consultant & Trust Funding Specialist at Prudent Wealth Strategies, she is also a licensed insurance broker and graduate of Nova Southeastern University, in Fort Lauderdale, FL. Additionally, Michelle is the founder of Wake Up N' Mahj Social Club an American mahjong social club that supports mom & pop businesses around Wake County and the surrounding areas.   Growing up the daughter of a small business owner, the exposure to the risks and ups and downs of owning a business groomed Michelle from an early age, on the importance of maximizing a business's efficiency.   Michelle specializes in helping business owners, investors and families meet their financial goals. Listening to business owners pain points, needs and goals is key to Michelle's success in implementing efficient strategies to achieve the greatest possible outcomes.     Social Media Links:  https://www.youtube.com/@thetaxandestateacademy https://www.facebook.com/thetaxandestateacademy https://www.instagram.com/thetaxandestateacademy/ https://www.linkedin.com/in/stefanbelhomme/ https://www.tiktok.com/@stefanbelhomme https://www.linkedin.com/in/michelle-nice/ Website: https://prudentwealthstrategies.com/     To learn more about Jen Josey, visit https://www.therealjenjosey.com/ To join REIGN, visit https://www.reignmastermind.com/ Stuff Jen Josey Loves: https://www.reignmastermind.com/resources Buy Jen Josey's Book: From Beginner to Badass: https://a.co/d/bstKlby Interested in growing your rental portfolio with Jen as your coach? Check out Rental Property Pro: https://rentalproppro.com/booking?am_id=reign

97 What Every Entrepreneur Should Know About Sales, and Business Growth   The Entrepenudist Podcast https://entreprenudist.com On this episode of The Entreprenudist Podcast, we sit down with Samir Maignan, President of Public Trust Mortgage LLC, to unpack the evolving relationship between business, technology, and human connection. From the rise of AI and social media in modern business to understanding why sales are truly a process, not a one-time event, Samir shares valuable insights every entrepreneur and business owner should hear. Drawing from his deep experience in the mortgage and financial services industry, he breaks down how today's business leaders can stay grounded, adapt fast, and thrive in an ever-changing economy.

Tripp Limehouse discusses the critical aspects of estate planning, emphasizing the importance of avoiding common pitfalls such as procrastination and outdated beneficiary designations. He highlights the necessity of having a will and the advantages of establishing a revocable living trust to avoid probate. The discussion also covers the emotional and financial challenges faced by retirees, particularly regarding Social Security decisions and managing family dynamics in estate planning. Tripp offers insights into the Green Line Principle as a safe money strategy for retirement planning, encouraging listeners to take proactive steps in securing their financial future. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

M&S's (MKS) results kick off this week's podcast. The beloved British retailer is delivering decent performance, but the April cyber attack has left some scars. Mark Robinson explains all investors need to know.Next, this week's Big Read is on quantum stocks. Author James Norrington runs through the recent developments in the sector, the consequences on wider markets, the benefits to AI and more. Last up, the latest from three healthcare trusts. Val Cipriani outlines performance from Worldwide Healthcare Trust (WWH), Polar Capital Global Healthcare (PCGH) and Bellevue Healthcare (BBH), and the creative strategy one is taking to attract new investors.Marks and Spencer reveals cyber attack costIs quantum computing reaching its AI moment?Crunch time for healthcare trusts1:24 M&S11:22 Quantum computing stocks 27:18 Global healthcare trusts Hosted on Acast. See acast.com/privacy for more information.

New Hampshire offers some of the most favorable trust laws in the nation, providing meaningful benefits to individuals and families across the country. The recently enacted One Big Beautiful Bill (OBBB) introduces important updates that may influence trust and estate planning strategies.  In this podcast from Trusts & Estates journal and sponsored by Fiduciary Trust of New England, leading experts explore the advantages of New Hampshire trust laws, the potential impact of the OBBB, and examples of how these laws can create lasting value for families. 

This week, Todd Lutsky explains the benefits of utilizing revocable trusts for your estate plan. Todd also takes questions for listeners about capital gains on revocable trusts and switching from a will to a trust.

The Benefits and Costs of Irrevocable Trusts

 What happens when your children don't get along, but they all stand to inherit? Estate planning attorney Kyle Rinaudo of Reeves Law PC joins the “Henssler Money Talks” hosts to discuss one of the most emotionally charged financial topics: how to structure your estate plan when family relationships are strained. We cover choosing a neutral executor and even when it may make sense to disinherit a child. Original Air Date: November 1, 2025 Read the Article: https://www.henssler.com/your-will-your-way-prevent-family-inheritance-feuds  

Nick Kostos breaks down why he still believes in Kansas City more than Buffalo in the playoffs. Plus, Nick reacts to Joe Alt's ankle injury and recaps Commanders vs. Seahawks.

Two of the few remaining licensing Trusts in New Zealand say the community doesn't want alcohol sold at more places in West Auckland. Chief executive of the Trusts, Allan Pollard spoke to Corin Dann.

In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and William Medcalf, CFP® discuss how year-end is the perfect time to be strategic with charitable giving. They explore smarter ways to give, instead of just writing a check, to reduce your tax burden. Related Podcast Episodes: Ep 307: Unlocking the Power of Trusts: 10 Different Trusts & How to Use ThemEp 180: How does a Charitable Trust work?Ep 190: Year-End Tax Moves: Planning Ahead for a Stress-Free Tax Season with Jordan Sute Norton, CPARelated Financial Education Videos:What is a charitable remainder trust (CRT)? Reduce Your Taxes and AGI by Giving to Charity Learn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

Key Takeaways: Know how estate taxes work: Without proper planning, your family could face large tax bills when wealth is passed on after death. Understand the exemption limit: The current estate tax exemption is $15 million per person, but planning is important no matter your net worth. Use smart estate planning tools: Strategies like gifting assets, creating irrevocable trusts, and forming family partnerships can help lower taxes. Work with the right professionals: A CPA, estate attorney, and financial advisor can help make sure your estate is handled according to your wishes. Start planning early: Early estate planning helps transfer wealth smoothly and ensures you leave a meaningful legacy for future generations.   Chapters: Timestamp Summary 0:00 Understanding Estate Taxes and Planning for Wealth Transfer 2:42 Understanding Estate Taxes and Their Impact on Inheritance 3:13 Estate Planning Strategies to Minimize Tax Burden 5:24 Exploring Major Strategies in Financial Planning 5:50 Estate Planning Through Gifting and Trusts 7:19 Estate Planning Strategies: Gifting, Partnerships, and Trusts 8:21 Considerations Before Moving Assets Into an Irrevocable Trust 8:59 Discussing Permanent Solutions to Permanent Problems 10:01 Investment Risks and the Importance of Professional Guidance   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Audacy Sports Betting Insider and the host of the "You Better You Bet" podcast joined Andy Baskin and Tom Withers Thursday, giving his favorite bets in the sports world and why he thinks that Browns rookie QB Shedeur Sanders might not see the field as much as fans might think.

Did you know there's MAGIC in your Meditation Practice? Say Goodbye to Anxiety and Hello to More Peace & More Prosperity! Here Are the 5 Secrets on How to Unleash Your Meditation Magic https://womensmeditationnetwork.com/5secrets Join Premium! Ready for an ad-free meditation experience? Join Premium now and get every episode from ALL of our podcasts completely ad-free now! Just a few clicks makes it easy for you to listen on your favorite podcast player.  Become a PREMIUM member today by going to --> https://WomensMeditationNetwork.com/premium The worries are heavy tonight, my love.  Racing around in your mind and pulling you away from this moment.   So lay down in your bed and let them melt away, as you anchor yourself in the present moment and allow your body to rest. So let yourself slither around in your bed until you find the sleeping position you love the most. Take a deep breath in when you find it, And then exhale and settle even deeper into your bed. Be here. With the stillness of the night. And allow its cool, calm silence to isolate those thoughts racing through your mind.  Those worries, Anxieties,  Stresses, Fears.  They are the ones in rigorous motion against the backdrop of the stillness. PAUSE… Thoughts. Stories. Emotions. That's all they are.  They are not you. What's true is this moment.   This breath. You.  Here on your bed.  Alive.  Breathing.   So allow yourself to separate them from you, All these worries. Inviting them to exit the rapid movement inside your head, And enter the stillness of the night.  This moment of presence, Where the worries cannot exist.  Watch them dissolve in the space around you, The tiny grains of sand spilling from them until nothing is left.  Release the worries into the peaceful presence of the night. LONG PAUSE... Feel the deep relaxation of your body as the worries dissolve. It melts into the arms of the night, Releasing its need to control, Or be ready, Or fight. And instead softens, Trusts, And surrenders. Relax and release. Join our Premium Sleep for Women Channel on Apple Podcasts and get ALL 5 of our Sleep podcasts completely ad-free! Join Premium now on Apple here --> https://bit.ly/sleepforwomen  Join our Premium Meditation for Kids Channel on Apple Podcasts and get ALL 5 of our Kids podcasts completely ad-free! Join Premium now on Apple here → https://bit.ly/meditationforkidsapple Hey, I'm so glad you're taking the time to be with us today. My team and I are dedicated to making sure you have all the meditations you need throughout all the seasons of your life.  If there's a meditation you desire, but can't find, email us at Katie Krimitsos to make a request. We'd love to create what you want!  Namaste, Beautiful,

Did you know that a trust could be taxed at up to 40%? If your trust isn't set up correctly, you could unintentionally send nearly half your estate to the IRS. That is why in this episode, Micah breaks down how inherited TSPs and IRAs are taxed when a trust is listed as the beneficiary and why so many estate plans fail to consider income taxes, not just estate taxes. https://zurl.co/14gpQ

In this bonus episode, Warren Ingram and Ray Mhere discuss the complexities of selecting unit trusts for investment. They speak to the importance of understanding time horizons, matching investment goals with risk tolerance, and evaluating financial capacity. The conversation also covers the significance of investment fees and the necessity of staying invested for the long term to achieve financial goals.TakeawaysUnit trusts are a popular investment choice for private investors.Understanding your time horizon is critical when investing.Investment goals dictate the appropriate time horizon.Risk tolerance affects investment decisions and choices.Financial capacity must be assessed before investing.Investment fees should be fair and justified based on services provided.A fund's track record is important for assessing performance.Investors should stay the course and not react to short-term market fluctuations.Long-term investing is essential for achieving financial goals.Investing should be viewed as a lifelong commitment.Learn more about how Curate Investments can help you here.Send us 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

My conversation with  Ray Madoff starts at about 35    minutes in to today's show  Stand Up is a daily podcast. I book,host,edit, post and promote new episodes with brilliant guests every day. This show is Ad free and fully supported by listeners like you! Please subscribe now for as little as 5$ and gain access to a community of over 750 awesome, curious, kind, funny, brilliant, generous souls Join us Thursday's at 8EST for our Weekly Happy Hour Hangout!  Subscribe and Watch Interviews LIVE  On YOUTUBE.com/StandUpWithPete ON SubstackStandUpWithPete The Second Estate How the Tax Code Made an American Aristocracy Ray D. Madoff A revelatory book that lifts the curtain on America's most consequential public deception: how the rich get richer using tools the government gave them. Amid conflicting narratives about the drivers of wealth and inequality in the United States, one constant hovers in the background: the US tax code. No political force has been more consequential—or more utterly opaque—than the 7,000-page document that details who pays what in American society and government. Most of us have a sense that it's an unfair system. But does anyone know exactly how it's unfair? Legal scholar Ray D. Madoff knows. In The Second Estate, she offers an unprecedented look behind the scenes of America's byzantine system of taxation, laying bare not only its capacity to consolidate wealth but also the mechanisms by which it has created two fundamentally separate American societies: the working Americans who pay and the ultra-rich who benefit. This is not a story of offshore accounts or secret tax havens. In The Second Estate, Madoff shows that the US system itself has, over time, been stripped and reconstituted such that it now offers a series of secret paths, hidden in plain sight, for wealthy people in the know to avoid taxation altogether. Through the strategic avoidance of traditional income, leveraging of investments and debt, and exploitation of rules designed to promote charitable giving, America's wealthy do more than just pay less than their share; they remove themselves from the tax system entirely. Wealth becomes its own sovereign state, and the living is surprisingly—and maddeningly—cheap. Ray Madoff is a professor at Boston College Law School, where she teaches and writes in philanthropy policy, taxes, property, and estate planning. She is Co-founder and Director of the Boston College Law School Forum on Philanthropy and the Public Good, a non-partisan think tank that convenes scholars and practitioners to explore questions regarding whether the rules governing the charitable sector best serve the public good. Madoff is the author of Immortality and the Law: The Rising Power of the American Dead (Yale University Press), which looks at how American law treats the interests of the dead and what this tells us about our values for the living. The Financial Times called it "a sparkling polemic." She is also the lead author on one of the top treatises on estate planning entitled Practical Guide to Estate Planning (CCH). Madoff's expertise includes philanthropy policy, the rights of the dead (including the ability of the dead to control their bodies, reputation, and property), estate taxes, comparative inheritance law, and wealth inequality and taxes. A regular commentator on a number of these topics, Madoff has appeared on dozens of national radio shows including On Point, Talk of the Nation, All Things Considered, Here and Now, and Marketplace, among others. Madoff is a frequent contributor to the opinion pages of the New York Times and has published op-eds in the Washington Post, Wall Street Journal, LA Times, Boston Globe and Chronicle of Philanthropy. Among her professional activities, Madoff is a member of the American Law Institute, an academic fellow of the American College of Trusts and Estate Counsel, and past president of the American Association of Law Schools' Trusts and Estates Section. She was named a 2014 Top Women of the Law by Mass Lawyer's Weekly and Critic of the Year by Inside Philanthropy. She was also named to the NonProfit Times Power & Influence Top 50 in 2017 and 2018 for her work promoting reform of the tax rules governing philanthropy.  An experienced mediator, Madoff is a leading authority on the use of mediation to resolve will and trust disputes. Prior to teaching, she was a practicing attorney for nine years in New York and Boston. Join us Thursday's at 8EST for our Weekly Happy Hour Hangout!  Subscribe and Watch Interviews LIVE    On YOUTUBE.com/StandUpWithPete ON SubstackStandUpWithPete   Pete on Blue Sky Pete on Threads Pete on Tik Tok Pete on YouTube  Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page   Gift a Subscription https://www.patreon.com/PeteDominick/gift Send Pete $ Directly on Venmo All things Jon Carroll  Buy Ava's Art    Subscribe to Piano Tuner Paul Paul Wesley on Substack Listen to Barry and Abigail Hummel Podcast Listen to Matty C Podcast and Substack Follow and Support Pete Coe Hire DJ Monzyk to build your website or help you with Marketing

The inflation report was delayed due to the government shutdown and the White House said there will likely be no report next month. But even before the shutdown, experts were sounding the alarm after President Trump fired the head of the Bureau of Labor Statistics, expressing anger about employment numbers. William Brangham reports on lessons from nations where trust in government data was lost. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

In this powerful conversation, I sit down with researcher and truth seeker Kenny Plaster, whose mission is to help people reclaim their rights, question broken systems, and live freely. We dive into how distraction and division keep people focused on surface-level political battles while deeper forces shape systems behind the scenes. Kenny breaks down how legal and financial contracts work (often without our full understanding or consent) and how knowledge of our inherent rights can create real empowerment. He also explains the difference between rights and privileges, the evolution of citizenship status, and how modern systems rely on compliance more than coercion.If you've ever sensed that there's more beneath the surface of modern governance, this conversation is your invitation to look deeper, ask better questions, and stand more firmly in your own power. Visit statenationalsrock.com and use code LUKE for 15% off all products (except PMAs and recurring subscriptions).DISCLAIMER: This podcast is for educational purposes only and not intended for diagnosing or treating illnesses. The hosts disclaim responsibility for any adverse effects from using the information presented. Consult your healthcare provider before using referenced products. This podcast may include paid endorsements.THIS SHOW IS BROUGHT TO YOU BY: EONS | Visit lukestorey.com/eons and use code LUKE20 to save 20%LITTLE SAINTS | Visit lukestorey.com/littlesaints and use code LUKE to get 20% off your first order.JUST THRIVE | Head to lukestorey.com/justthrive and use code LUKE20 to save 20%.LEELA QUANTUM TECH | Go to lukestorey.com/leelaq and use the code LUKE10 for 10% off their product line.MORE ABOUT THIS EPISODE:(00:00:00) How One Audit Sparked a Lifelong Fight for Freedom(00:20:31) Rights vs. Privileges—Foundations of Freedom(00:34:17) Vetting Teachers, Avoiding Traps, & Finding a Lawful Path(00:51:11) “Sovereign Citizen” vs. Lawful Strategy—Choosing a Real Path(01:12:49) Kenny's Step-By-Step: Foundations, Status, & Trusts(01:34:05) From Paperwork to Parallel Systems—Timeline, Trade-Offs, & True North(01:58:10) Pitfalls & Red Flags—How to Stay Free (and Out of Trouble)(02:10:50) Due Process Defender—Fighting Back with AIResources:• Website: statenationalsrock.com • Instagram: instagram.com/statenationalsrock • Facebook: facebook.com/StateNationalsRock • X: x.com/StateNationalsR • YouTube: youtube.com/@stevebardistatenational6235 • Shop all our merch designs at...

Nick Kostos explains why he thinks Caleb Williams still has ways to go as a quarterback. Plus, Nick breaks down why he still trusts the Commanders to make the playoffs.