Podcasts about wealth legacy group

Welcome to another episode of The Action and Ambition Podcast! Joining us today is R.J. Kelly, a Registered Investment Advisor, fiduciary, and Founder & Chief Visionary Officer of Wealth Legacy Group. Wealth Legacy Group provides a unique, multi-disciplinary, and comprehensive planning experience to successful business owners, professionals, executives, and families of significant wealth in over twenty states. They have become the nation's premier organization for assisting clients in successfully navigating significant business, life, tax, investment, legacy, and philanthropic issues while creating long-standing and mutually profitable relationships. Tune in to learn more about this!

What do wealthier people do that most of us don't?  Well, one thing is that they tend to be far more strategic when it comes to their taxes! In the second episode of our “taxes” mini-series, my guest R. J. Kelly is Founder and Chief Visionary Officer of Wealth Legacy Group®, a company specializing in supporting closely-held business and professional families, and the host of the “Wealth Legacy Conversations” podcast. We have a fantastic conversation about several strategies that can make a massive difference on our wealth. We get to choose how we support the social welfare of our country, so let's choose wisely! #financialresolutions #taxtips #financialpodcast #financialfreedom #financialwellness #taxes

Ep 47 – When She Has The Money; Exploring the unique experiences of financially diverse couples in family enterprises Listen in as we talk to Dr. Jamie & Evan Traeger-Muney about the variety of values and approaches when it comes to money in family enterprises and the “Three C's” to live by to navigate the territory with love & compassion: The First C: Courage-being courageous in discussing the taboo subject of money and wealth, particularly when the woman comes to the relationship with more money from a family enterprise. The Second C: Curiosity-approaching conversations about our relationship, values, and beliefs about money with an open mind and curiosity as opposed to certainty about what is right. The Third C: Communication-the importance of honest communication about money, wealth, and privilege in any relationship and the unique challenges when the woman has more. OUR GUESTS Dr. Jamie Traeger-Muney*   You can catch a copy of Jamie's book here on Amazon. Evan Traeger-Muney* Evan Traeger-Muney manages several non-profit organizations and is a founding partner of Camp Kimama, Israel's premier international summer camp. Evan is an expert in conflict resolution, facilitating deliberative processes that allow disparate parties to explore shared concerns and together create sustainable solutions. He works with groups of Israelis, both Jewish and Muslim and with Palestinian Arabs, in particular with religious leaders engaged in peacemaking. Evan is part of a Financially Diverse Couple, and has been married for close to 30 years. He has over 25 years' experience managing businesses, including ten years working in his wife's family business. Together with his wife, he is conducting research on Financially Diverse Couples in order to better understand both the unique gifts and challenges created when one partner brings significantly more financial resources to the relationship. He earned his MA in International Relations from The Johns Hopkins University's School of Advanced International Studies (SAIS). He has guest-lectured at Hebrew University, Bar Ilan University and The Interdisciplinary Center in Herzliya and is a regular lecturer for groups visiting Israel. You can learn more about the Wealth Legacy Group's research here. ------- Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. *Not affiliated with Lincoln Financial Advisors Corp. CRN-3950666-120821

R.J. Kelly is the Founder and Chief Visionary Officer at Wealth Legacy Group where he and his team help people with consulting, insurance, and investments and mainly focus on helping people retire. R.J. is also a Resource Speaker at Vistage, and a Lifetime Member and Speaker for Million Dollar Round Table which helps people get harmony in their life not only with finances but with health and family as well. Not only is R.J. an experienced businessman, but he has also run 8 marathons to give back to charities, and is striving for the goal of donating 1 Billion Dollars to Philanthropy! Support this podcast

Blended families can have different needs when it comes to financial planning and life insurance. In the second of two special podcast episodes, Randy Zipse has an in depth discussion of ways to approach planning for blended families with his guest, Emily Bouchard.  Emily’s wealth of experience in working with blended families may add to your understanding of ways to approach planning for unique families. A leading expert in field of blended family dynamics for fifteen years, formerly managing partner of Wealth Legacy Group, Emily is now a Strategic Wealth Coach at Ascent Private Capital Management.  Co-author of  Estate Planning for the Blended Family, Emily has been interviewed for The Today Show, CNN, WSJ, Bloomberg BusinessWeek and the New York Times. Emily also

As if business owners don’t already have too much on their plates … on today’s program we discuss two important issues: employment law, EPLI (Employment practices liability insurance), wages & Hours rules and commercial insurance. Ignorance of either one of these areas could even bring about the end of the business … and has for … What You Don’t Know About EPLI and Wage & Hour Rules – Could Cost You Your Business! Read More » The post What You Don’t Know About EPLI and Wage & Hour Rules – Could Cost You Your Business! appeared first on Wealth Legacy Group®, Inc..

Did you know that trying to time the commercial real estate market is a bad idea? Learn about innovative ideas that have been helping San Diego investors grow their wealth, tips on commercial real estate loans and financing, and the best time to buy and sell commercial real estate. Listen in as R. J. Kelly … Trying to Time the Market for Commercial Real Estate Is a Bad Idea. What Works Better Instead? Read More » The post Trying to Time the Market for Commercial Real Estate Is a Bad Idea. What Works Better Instead? appeared first on Wealth Legacy Group®, Inc..

Now that we have your attention … we didn’t really talk about gun collections, but did cover the waterfront on estate planning for blended families, prenuptial & postnuptial agreements, and the importance of clear communication. As our three extraordinary professionals shared with us, the number one reason for divorce in America is lack of clear … Estate Planning for Blended Families – Prenups – Postnups – the Importance of Clear Communication Read More » The post Estate Planning for Blended Families – Prenups – Postnups – the Importance of Clear Communication appeared first on Wealth Legacy Group®, Inc..

Will Your Business Survive “The Great Divide” What is the “Great Divide?” Which states are presently emerging as “the winners” in our economy … and which are not? The US economy today – and especially the “Left Coast” – and most especially, the region of San Diego? Are you creating a business that is simply … Will Your Business Survive “The Great Divide?” Read More » The post Will Your Business Survive “The Great Divide?” appeared first on Wealth Legacy Group®, Inc..

Success Is A State Of Mind!  Do you have the right attitude to achieve success in business? How would you like to reach your highest and most audacious business goals following six simple steps? Success comes with confidence and attitude, and to reach your goals in life, requires a positive attitude to keep on going … Success Is A State Of Mind! Read More » The post Success Is A State Of Mind! appeared first on Wealth Legacy Group®, Inc..

Business – Transition – Sucession Planning … “Watcha Gonna Do?” For every entrepreneur, at some point they need to come to grips with a very important question. That question is, “what happens to this business if I am killed, disabled, and especially, one day want to retire from – or pass the business to – … Business Exit – Transition – Succession Planning … “Watcha Gonna Do?” Read More » The post Business Exit – Transition – Succession Planning … “Watcha Gonna Do?” appeared first on Wealth Legacy Group®, Inc..

RJ goes further into how Millennials and Boomers should see life, careers and family. This is an episode that you don't want to miss! Listen to his stories, insights and wisdom.

RJ Kelly is the Chief Visionary Officer of Wealth Legacy Group. He helps you manage generational wealth. And his methods...get results. Based in San Diego with clients around the world, this interview gives you his thoughts on money, wealth and how money is part of your longevity.

Is It Time To Reverse Thinking About “Reverse Mortgages?” Listen in why America’s single greatest asset, the equity in their homes, could make the difference between a comfortable retirement or one of just getting by. Also, will discuss how to use reverse mortgages to secure your retirement. Under President Reagan, it was recognized that for … Is It Time To Reverse Thinking About “Reverse Mortgages?” Read More » The post Is It Time To Reverse Thinking About “Reverse Mortgages?” appeared first on Wealth Legacy Group®, Inc..

Are you comfortable having the conversation about money with your partner? Many remarried couples avoid this topic like the plague even though their future security is at stake. Listen to Rachelle discuss stepfamily finances with Emily Bouchard, an expert in stepfamily dynamics. Emily Bouchard, MSSW, is a managing partner at Wealth Legacy Group, and founded www.Blended-Families.com in 2003. She … Read more about this episode...

Maximizing The Blessings & Minimizing the Potential Curse of Wealth for Your Children Guests: Emily Bouchard & Jamie Trager-Muney Martia and guests Emily Bouchard & Dr. Jamie discuss: the pitfalls of wealth for your children & how to avoid them; what must be said to your children about your wealth; how to get past the fear of having wealth conversations — and a template for what to say and when. Emily Bouchard is managing partner of Wealth Legacy Group and has helped more than 100 affluent women build stronger relationships and communication in their families.  www.wealthlegacygroup.net

Join Emily Bouchard from Wealth Legacy Group as she interviews musician, philanthropist, poet, author, and former business manager (and mother) of singer/song-writer Jewel, Lenedra Carroll.  When Emily learned that Lenedra took 3 years to experience life without money on a "walk-about", she had to know more about: What prompted her to do it What she discovered on her journey What we can all learn from her as a result Bring your questions for Lenedra, author of The Architecture of All Abundance, as we delve into her story and discover how she lives a truly rich life. Live Tuesdays at 8:00 to 9:00 a.m. PST.   Call (347) 215-6138 (to speak with Emily and Dr. Jamie)

Featuring Emily Bouchard, Managing Partner, Wealth Legacy Group and specialist in wealth psychology, with Special Guest Host, Lenedra Carroll, who authored The Architecture of All Abundance and founded the non-profit, “Higher Ground for Humanity”.  Lenedra developed and managed the career of the artist, Jewel, and is also Jewel’s mother. Together, Emily and Lenedra will explore what Lenedra has discovered over the years in the realm of the “Architecture of Health”, with specific attention on the emotions, and also on intuition and how to trust your inner-voice when it comes to your own health and healing.

  Part 1 - Sylvia Global kicks off a new series on Women:  Our sexuality! Our  money!  A conversation about female sexuality and how money effects us physically and emotionally.  Sylvia Global's wealth psychology advisors, Dr. Jamie Traeger-Muney and Emily Bouchard of the Wealth Legacy Group pose the eqvocative question, offer the inspiring invitation and leave listeners with useful tools.

Part 1 - Sylvia Global kicks off a new series on Women:  Our sexuality! Our  money!  A conversation about female sexuality and how money effects us.  Sylvia Global's wealth psychology advisors, Dr. Jamie Traeger-Muney and Emily Bouchard of the Wealth Legacy Group pose the evocative question, offer the inspiring invitation and leave listeners with useful tools.

Sylvia Global introduces our wealth psychology partners, the Wealth Legacy Group (WLG), experts in the emotional impact of wealth on inheritors, women, blended-families and couples.  Sylvia Global is in Moodain, Israel with Jamie Traeger-Muney, Ph.D, Founding Principal of Wealth Legacy Group and Marin, California with Emily Bouchard, Managing Partner of Wealth Legacy Group. This episode introduces Sylvia Global's partnership with WLG and our interactive series on "Redefining Wealth and Maximizing Your Money Potential."  It's so much more than the money.  Tools, Tips and Take Aways that result in personal postive change.  Its never to late to get it right.  Start now.

Sylvia Global returns to California, meeting with author and leading expert in the field of step and blended family dynamics, Emily Bouchard.   Emily takes us step-by-step beyond exploring the fears and taboos associated with money and ultra-wealth to a winning place of empowerment and assistance.  Emily is a Managing Partner of the Wealth Legacy Group.

Myles Gentzkow joined Wealth Legacy Group in 2009 and is responsible for sales, processing and support of our life insurance business. In addition to his work with Wealth Legacy Group, Myles is a successful realtor and mortgage broker and brings a diversity of knowledge to his position in our organization. He is an accomplished leader with excellent communication skills and a creative problem solver, able to implement efficient and effective solutions to maximize results. Prior to joining Wealth Legacy Group, Myles was a certified life coach, the founder of a non-profit men’s organization committed to building strong men with a heart for God, the executive director of a non-profit youth organization, and a pastor in two congregations. He has a bachelor’s degree in education and biblical studies as well as professional training in real estate principals, ethics and brokerage, financial accounting and market analysis.

Myles Gentzkow joined Wealth Legacy Group in 2009 and is responsible for sales, processing and support of our life insurance business. In addition to his work with Wealth Legacy Group, Myles is a successful realtor and mortgage broker and brings a diversity of knowledge to his position in our organization. He is an accomplished leader with excellent communication skills and a creative problem solver, able to implement efficient and effective solutions to maximize results. Prior to joining Wealth Legacy Group, Myles was a certified life coach, the founder of a non-profit men’s organization committed to building strong men with a heart for God, the executive director of a non-profit youth organization, and a pastor in two congregations. He has a bachelor’s degree in education and biblical studies as well as professional training in real estate principals, ethics and brokerage, financial accounting and market analysis.