Podcasts about wealth planning

Key Topics Covered: 1. Defining True Wealth Wealth is about creating predictable income and financial security. The goal is freedom, experiences, and a low-stress lifestyle. 2. From Corporate Career to Property Entrepreneur Transitioning from employment to financial independence through property. Recognising when a traditional career path no longer aligns with personal goals. 3. The Impact of Rich Dad Poor Dad How financial education can change perspectives on wealth building. The importance of developing an investor mindset. 4. Learning Through Failure Early mistakes in serviced accommodation created valuable lessons. Setbacks can become turning points for future success. 5. The Demand-Led Investment Approach Find the demand before choosing the property. Reverse-engineering investments around proven market needs. 6. Understanding Serviced Accommodation The opportunities and risks of short-term rental strategies. Why demand is critical for long-term profitability. 7. Building Multiple Income Streams Combining trading, investment, and coaching businesses. Creating diversified sources of recurring income. 8. Wealth, Family, and Lifestyle Using wealth as a tool to create time, experiences, and flexibility. Balancing financial success with family, health, and personal fulfilment. Actionable Takeaways Focus on building assets that generate predictable, recurring income rather than chasing quick wins. Identify genuine market demand before investing in a property or launching a new venture. Treat mistakes as learning opportunities and use them to improve future decision-making. Invest in your financial education to develop a stronger wealth-building mindset. Build multiple income streams to reduce risk and increase financial resilience. Align your wealth-building activities with your personal values, family goals, and desired lifestyle. Review your current investments and ask whether they are driven by demand or by assumptions. Prioritise long-term consistency over short-term excitement when creating wealth. Resources & Next Steps WealthBuilders Membership: Free access to guides, webinars, and community Download our FREE Pensions and Inheritance Tax Guide Devenir Plus - Become more in every area of your life Connect with Us: Listen on Spotify, Apple Podcasts, YouTube, and all major platforms. Next Steps On Your WealthBuilding Journey:   Join the WealthBuilders Facebook Community Schedule a 1:1 call with one of our team Become a member of WealthBuilders If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

In this Part 2 episode of CBS Spotlight, Kim Luthy, Partner and Director of Wealth Planning at Synthesis Wealth, shares her perspective on growth, resilience, and intentional living. She discusses viewing life in “seasons,” using transitions as opportunities to reflect and realign priorities.Kim reflects on her time as a single mother, emphasizing how firm boundaries allowed her to stay focused at work while being fully present for her children. She also challenges the idea of “balance,” encouraging individuals instead to align with the priorities of their current season and protect their time.The conversation highlights her belief that money is a tool—not the source of happiness—but a way to live out values like kindness, generosity, and growth. She also credits persistence as a key driver of success, viewing challenges as lessons and encouraging others to take ownership of their path.Kim closes by emphasizing mentorship and legacy, with a passion for inspiring women to believe in themselves, claim their seat at the table, and support one another in their growth.

What separates basic tax filing from true financial strategy? In this episode, we sit down with Michael Uadiale, Managing Partner at Smeed CPA, to break down the world of proactive tax strategy, wealth preservation, and financial planning for high-net-worth entrepreneurs and real estate investors.Michael shares how his unique combination of CPA, CGMA, and FCA credentials helps business owners think beyond compliance and focus on long-term wealth optimization. We dive into advanced tax planning strategies, the realities of bonus depreciation and cost segregation, and why many successful entrepreneurs wait too long to move beyond a generalist CPA.The conversation also explores Real Estate Professional Status (REPS), common audit pitfalls investors overlook, and how Michael built TracNest to solve one of the biggest documentation challenges in the industry. Plus, we discuss the growing role of AI inside modern CPA firms and where human expertise still matters most.If you're building wealth, scaling a business, or investing heavily in real estate, this episode offers valuable insights into protecting and maximizing what you've worked hard to create.

In this episode, Steve Brice speaks with Mike Tan, Global Head of Wealth Planning and Family Advisory at Standard Chartered Global Private Bank, about how strategic wealth planning can help families navigate succession, preserve legacy, and manage wealth across generations. Read the accompanying report https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-strategic-wealth-planning-privatebank-18-may-2026.pdf to find out more. Speaker:   - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

The US$6 Trillion Wealth Transfer is here. Are you ready? High-net-worth families are adding Indexed Universal Life (IUL) insurance to their toolkit. Discover how this tool fits into multi-generational wealth planning, what separates a good policy from a bad one, and the risks of policies lapsing. Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua. Highlights of the podcast: 02:14 UL vs. IUL 03:45 The trillion dollar wealth transfer 12:46 What sets one IUL plan apart 14:29 Risk & reward --- Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Genevieve Cua (gen@sph.com.sg) With Carlton Crabbe, CEO, Capital for Life Edited by: Howie Lim & Claressa Monteiro Produced by: Genevieve Cua, Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt Website: bt.sg/btcorresp Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. --- Discover more BT podcast series: BT Money Hacks: bt.sg/btmoneyhacks BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3000: ESI explores the uncomfortable reality behind the phrase “shirtsleeves to shirtsleeves in three generations,” questioning whether wealth can truly be passed down without destroying the drive and discipline that created it in the first place. Drawing from personal experience, he examines why so many families lose their fortunes over time and wrestles with the challenge of helping children financially without undermining their independence, work ethic, and long-term success. Read along with the original article(s) here: https://esimoney.com/pass-wealth-kids/ Quotes to ponder: "The first generation experiences a life of hardship and is determined to make something better for themselves." "70% of millionaires lose their wealth by the second generation" "In other words, people who support their adult children financially on a regular basis aren't really helping the kids, they are enabling them." Episode references: The Millionaire Next Door: https://www.amazon.com/Millionaire-Next-Door-Surprising-Americas/dp/1589795474 Learn more about your ad choices. Visit megaphone.fm/adchoices

Gugs Mhlungu is joined by Paul Roelofse, resident Certified Financial Planner, looking at the importance of financial planning for families, why moms should be actively involved in household finances, understand the family’s financial safety net, and ensure there is enough protection in place should life suddenly change. Gugs Mhlungu gets you ready for the weekend each Saturday and Sunday morning on 702. She is your weekend wake-up companion, with all you need to know for your weekend. The topics Gugs covers range from lifestyle, family, health, and fitness to books, motoring, cooking, culture, and what is happening on the weekend in 702land. Thank you for listening to a podcast from 702 Weekend Breakfast with Gugs Mhlungu. Listen live on Primedia+ on Saturdays and Sundays from 06:00 and 10:00 (SA Time) to Weekend Breakfast with Gugs Mhlungu broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/u3Sf7Zy or find all the catch-up podcasts here https://buff.ly/BIXS7AL Subscribe to the 702 daily and weekly newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702See omnystudio.com/listener for privacy information.

In this episode of CBS Spotlight, the conversation features Kim Luthy, Partner and Director of Wealth Planning at Synthesis Wealth, who shares her remarkable personal and professional journey. Kim reflects on her 38‑year career in the financial industry and how life's challenges—from stepping into a caregiver role at a young age to advocating fiercely for her children during serious health crises—shaped her into a resilient leader and advisor. The discussion explores her definition of “grit,” the importance of advocacy and generosity in leadership, and how her lived experiences directly inform the way she shows up for clients, mentors others, and builds deep, trust‑based relationships within her practice.

Longtime real estate investor decided that he was tired of paying attorneys and financial planners for setting up trusts, especially as the time and cost skyrocketed.  My guest today found that the time and costs started deterring business owners from creating estate plans.  Real estate savvy investor Oscar Vasquez joins me, and explains why he created software to assist in creating trusts for business owners, including real estate investors.  As every location has different trust requirements, many real-estate-owning Americans don't have an estate plan (which means their estate will go through probate).  Join me and Oscar and learn about avoiding probate with smart estate planning.

Estate planning can appear straightforward until factors like privacy, control and long-term management come into play.  What begins as a simple distribution of assets can quickly involve decisions around trusteeship, probate and how to prevent disputes. In this episode of Celebrity Estates, Senior Editor David Lenok speaks with Jennifer Proper, managing director of wealth strategies at Pitcairn, about a case where estate planning worked exactly as intended. Using the estate of actor Matthew Perry as a reference point, Jennifer explains how a revocable trust and pour-over will can function together to maintain privacy, avoid probate and streamline the handling of assets. David and Jennifer also examine the role of trustees, the importance of updating documents over time, and how specific provisions can discourage challenges or fraudulent claims. Their conversation underscores why planning early and reviewing regularly can make a meaningful difference in how an estate is ultimately administered. Key takeaways: How revocable trusts and pour-over wills work together to protect privacy and simplify asset distribution Why avoiding probate helps reduce costs, delays and public exposure of estate details The importance of choosing and reviewing trustees to handle long-term fiduciary responsibilities How specific clauses can discourage disputes and reduce the risk of fraudulent claims Why estate planning should begin early and evolve as life circumstances and goals change 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 Register now for the Wealth Management Edge conference here! Connect With David Lenok: david.lenok@informa.com  Wealth Management LinkedIn: David Lenok LinkedIn: Informa LinkedIn: Wealth Management Connect With Jennifer Proper: LinkedIn: Jennifer Proper LinkedIn: Pitcairn Website: Pitcairn About Our Guest: As a leader in the Wealth Management Team, Jennifer serves as a strategic wealth advisor, providing innovative planning services to achieve excellent client outcomes and deliver a superior client experience. Her responsibilities encompass all aspects of wealth planning, including trust and estate administration, fiduciary advice, and wealth planning advice. She works directly with clients to proactively identify and address current and future needs and then collaborates with team members across the firm to implement customized planning strategies. Jennifer works with the entire Pitcairn team to enhance best practices and foster strong team dynamics in order to meet the complex needs of client families. Before joining Pitcairn, Jennifer served as Director, Legacy and Wealth Planning at Abbot Downing, a Wells Fargo division serving ultra-high-net-worth individuals and family offices. While at Abbot Downing, she provided sophisticated estate, business, and financial planning for the firm's clients and led the Northeast regional planning team. Jennifer earned a Juris Doctorate from Albany Law School of Union University, with a concentration in Estate Planning. She also has a Bachelor of Science in History and Political Science with a Minor in Spanish from Binghamton University in Binghamton, NY. Active by nature, Jennifer spends her free time hiking, cheering on the Philadelphia Sixers with her family, and doing F45 workouts to take her health and fitness to the next level. Jennifer is an animal lover and enjoys daily walks with her dog,  Miley. Originally from Syracuse, New York, suburban Philadelphia is now home for Jennifer, her husband, and two daughters.

Business owners: find out how to position yourself and your business for the Great Wealth Transfer.In this final episode of our Getting Ahead of the Great Wealth Transfer podcast series, our financial partners along with business succession advisor Kevin T. Lewis, founder of Rocklobs Advisory, share the specific strategies that business owners should put into place now, and in the years leading up to succession.- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com 

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereWhat happens if your main income engine slows down before your backup plan is even moving?If you're building a business, growing retained earnings, or counting on a future exit to fund your freedom, this episode is a timely reality check. Jon Orr and Kyle Pearce unpack why so many Canadian entrepreneurs pour everything into one flywheel—the business or job that funds life today—while neglecting the second flywheel that's supposed to protect them later. This conversation speaks directly to anyone who wants more stability, more options, and less financial stress when business gets unpredictable.In this episode, you'll hear how to:think about wealth in terms of two flywheels: your active income engine and your passive income enginestop relying on a future business sale as the only path to long-term freedomstart building a second flywheel early by allocating profits strategically between safe, liquid assets and longer-term growth assetsPress play now to learn how to build financial momentum that keeps working, even when your first flywheel hits turbulence.

Is crypto becoming a true pillar of personal finance, or still driven by sentiment? As Singapore’s “sandwich class” faces rising costs, more are turning to crypto as part of broader wealth strategies and not just speculation. On Industry Insight, Lynlee Foo speaks to Lasanka Perera, CEO of Independent Reserve Singapore as they discuss the latest Independent Reserve Cryptocurrency Index to look at what is really changing.See omnystudio.com/listener for privacy information.

Explore private trust company design, including governance, jurisdiction, tax considerations, and ownership structures for family wealth planning. 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.

Learn how Oklahoma's tax exemptions, low living costs, and wealth-friendly policies make it a retirement haven. Understand fees, Medicare options, Social Security strategies, and estate planning essentials every retiree over 65 should know. Read more at https://meliagroup.com/ Melia Advisory Group City: Tulsa Address: 5424 S Memorial Dr Website: https://www.meliagroup.com/

At Miller Wealth Planning, we provide Doctors, business owners and other high net worth individuals a comprehensive, bullet-proof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the numerous risks high-net-worth professionals face.These risks include: tax risk; market risk; longevity risk (running out of money); inflation risk; long-term care risk; lawsuit risk; and loss of income risk, among others. Your freedom from worry is our objective.Rick's credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner, and Investment Advisor Representative.Rick has Master's degrees in English and Counseling along with broad experience in business creation, real estate investing and more.Learn more: http://millerwealthplanning.comThe opinions expressed on this show by the host and Fredric W. (Rick) Miller are their own and do not reflect the opinions of this radio or television station. All statements and opinions expressed are based upon information believed to be reliable. Although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/rick-miller-founder-of-miller-wealth-planning-discussing-hedging-the-long-term-care-risk

At Miller Wealth Planning, we provide Doctors, business owners, and other high-net-worth individuals a comprehensive, bullet-proof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the numerous risks high-net-worth professionals face.These risks include: tax risk; market risk; longevity risk (running out of money); inflation risk; long-term care risk; lawsuit risk; and loss of income risk, among others. Your freedom from worry is our objective.Rick's credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner, and Investment Advisor Representative.Rick has a Master's degree in English and Counseling, along with broad experience in business creation, real estate investing, and more.Learn more: http://millerwealthplanning.comThe opinions expressed on this show by the host and Fredric W. (Rick) Miller are their own and do not reflect the opinions of this radio or television station. All statements and opinions expressed are based upon information believed to be reliable. Although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/rick-miller-founder-of-miller-wealth-planning-discussing-understanding-irmaa

At Miller Wealth Planning, we provide Doctors, business owners, and other high-net-worth individuals a comprehensive, bullet-proof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the numerous risks high-net-worth professionals face.These risks include: tax risk; market risk; longevity risk (running out of money); inflation risk; long-term care risk; lawsuit risk; and loss of income risk, among others. Your freedom from worry is our objective.Rick's credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner, and Investment Advisor Representative.Rick has Master's degree in English and Counseling, along with broad experience in business creation, real estate investing, and more.Learn more: http://millerwealthplanning.comThe opinions expressed on this show by the host and Fredric W. (Rick) Miller are their own and do not reflect the opinions of this radio or television station. All statements and opinions expressed are based upon information believed to be reliable. Although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/rick-miller-founder-of-miller-wealth-planning-discussing-financial-planning-is-risk-management

At Miller Wealth Planning, we provide Doctors, business owners and other high net worth individuals a comprehensive, bullet-proof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the numerous risks high-net-worth professionals face.These risks include: tax risk; market risk; longevity risk (running out of money); inflation risk; long-term care risk; lawsuit risk; and loss of income risk, among others. Your freedom from worry is our objective.Rick's credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner, and Investment Advisor Representative.Rick has Master's degrees in English and Counseling along with broad experience in business creation, real estate investing and more.Learn more: http://millerwealthplanning.comThe opinions expressed on this show by the host and Fredric W. (Rick) Miller are their own and do not reflect the opinions of this radio or television station. All statements and opinions expressed are based upon information believed to be reliable. Although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/rick-miller-founder-of-miller-wealth-planning-discussing-hedging-the-long-term-care-risk

At Miller Wealth Planning, we provide Doctors, business owners, and other high-net-worth individuals a comprehensive, bullet-proof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the numerous risks high-net-worth professionals face.These risks include: tax risk; market risk; longevity risk (running out of money); inflation risk; long-term care risk; lawsuit risk; and loss of income risk, among others. Your freedom from worry is our objective.Rick's credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner, and Investment Advisor Representative.Rick has a Master's degree in English and Counseling, along with broad experience in business creation, real estate investing, and more.Learn more: http://millerwealthplanning.comThe opinions expressed on this show by the host and Fredric W. (Rick) Miller are their own and do not reflect the opinions of this radio or television station. All statements and opinions expressed are based upon information believed to be reliable. Although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/rick-miller-founder-of-miller-wealth-planning-discussing-understanding-irmaa

At Miller Wealth Planning, we provide Doctors, business owners, and other high-net-worth individuals a comprehensive, bullet-proof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the numerous risks high-net-worth professionals face.These risks include: tax risk; market risk; longevity risk (running out of money); inflation risk; long-term care risk; lawsuit risk; and loss of income risk, among others. Your freedom from worry is our objective.Rick's credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner, and Investment Advisor Representative.Rick has Master's degree in English and Counseling, along with broad experience in business creation, real estate investing, and more.Learn more: http://millerwealthplanning.comThe opinions expressed on this show by the host and Fredric W. (Rick) Miller are their own and do not reflect the opinions of this radio or television station. All statements and opinions expressed are based upon information believed to be reliable. Although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/rick-miller-founder-of-miller-wealth-planning-discussing-financial-planning-is-risk-management

Welcome to the ENT! What are some of the tax benefits of motion picture product used by some of the most successful families? Nathan Merrill is an expert at creating tax equity. In this episode, Nate teaches us about movies. In the US Tax Code, Section 181, a movie producer is afforded significant tax breaks. They must be in the business of movie production, but the costs can offset income from any source, making it appealing for business owners with significant income. Make sure to stay all the way through the end when Nate discusses some of the cons and shortcomings in addition to all these tax benefits. As always, it is good to have an expert on your side. —  The Expert Network Team provides a free consultation. TODAY's GUEST and HOST: Nathan Merrill Legal Expert Goodspeed, Merrill (720) 473-7644nmerrill@goodspeedmerrill.com www.goodspeedmerrill.com Karl Frank CERTIFIED FINANCIAL PLANNER™ A&I Wealth Management (303) 690.5070karl@assetsandincome.com   A&I Wealth Management and Geneos Wealth Management, Inc. do not provide tax or legal services. Advanced tax and investment strategies involve risk including the potential loss of principal and may not be suitable for all investors. Past performance does not guarantee future results. Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) 473-7644nmerrill@goodspeedmerrill.comTaylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008tsmith@goodspeedmerrill.comwww.goodspeedmerrill.com Jeff Krommendyk, Insurance ExpertWorking with business owners and successful families in transferring riskOne Digital Insurance Agency(303) 730-2327jeff.krommendyk@onedigital.comKarl FrankFinancial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxedCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) 690.5070karl@assetsandincome.comWebcasts, Podcasts, Streaming Video, Streaming AudioA&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I.A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Retirement feels impossible for millions of Americans—but the math and the mindset tell a different story. On this episode, Steve Hoyl & Derrick Caldwell of the Hoyl Financial Group break down why so many people believe they’ll work forever and how income—not just savings—drives real retirement confidence. From Social Security shortfalls to hidden spending habits, they explore common roadblocks, emotional decision‑making, and the power of intentional planning. The conversation reframes retirement as a series of controllable choices, not an unreachable finish line. Get Your Complimentary Retirement Analysis Social Media: Facebook | X See omnystudio.com/listener for privacy information.

How should we think about money, financial planning, and charitable giving?Financial advisor Sydney Levy joins Sara and Danny to discuss emergency funds, debt, retirement planning, and how Jewish values can guide smarter, more meaningful financial decisions.In this episode, Danny Wolfe sits down with Sydney Levy, a financial advisor and Head of Wealth Planning, to explore how money, meaning, and Jewish wisdom intersect.They discuss practical financial planning basics — including emergency funds, managing debt, retirement investing, and savings strategies — alongside the psychology of money and the importance of aligning financial decisions with personal and Jewish values.The conversation dives deeply into charitable giving (tzedakah), including how to give consistently, the tax benefits of donating, and why small, regular contributions can create powerful ripple effects. Sara, Danny and Sydney also reflect on prioritizing values over financial efficiency, legacy planning, generational giving, and using Jewish education and community investment as tools for long-term impact.This episode is ideal for anyone looking to build a healthier relationship with money while staying true to their values.Check out her podcast at https://www.youtube.com/@syd_thefinancegal

Analysis of Trump Accounts under Section 530A, including eligibility, contribution limits, gift tax concerns, IRA conversion rules, and comparison to Section 529 plans. 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.

As trusted advisers to affluent clients for 25 years this year, our wealth management philosophy of making ikigai decisions before money decisions is grounded in real-world experience managing more than S$1.7 billion of our clients' hard-earned assets.In this week's Money Wisdom episode, we continue our 'The Brain Behind' series, where our new co-host and Associate Adviser, Sudhan, speaks with our CEO, Christopher, about his latest Business Times article, 'Thriving in a Messy World: Why the Philosophy of Sufficiency Matters More Than Ever.'In this conversation, Christopher explains why the Philosophy of Sufficiency is even more relevant in today's world of constant comparison and noise. They discuss conventional definitions of success, from the old “5Cs” mindset to modern ideas of wealth accumulation and defining success on one's own terms.In an uncertain world, this conversation challenges how we think about sufficiency, contentment, ambition, and what truly matters in wealth planning, including the quiet balance between chasing maximum returns and sleeping peacefully at night.To gain more perspective on today's conversation, you may begin by reading Christopher's Business Times article here: https://providend.com/thriving-in-a-messy-world-philosophy-of-sufficiency/If you would like an honest second opinion on your current investment portfolio and wealth plan, make an appointment with us today. There will be no fees charged at the first meeting: https://providend.com/our-clients/service-enquiry-form/Music courtesy of ItsWatR.The host of this episode, Sudhan Purushothuman, is an Associate Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.Did you know that our Providend's Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.Mentioned in this episode:Download Investment eBook Today!TBC

Retirement planning is becoming more complex as careers grow less linear, lifespans extend, and financial decisions start earlier in life. From early-career savers to small business owners and those approaching retirement, people are asking how to build financial security while staying flexible in an unpredictable world.In this Ask Me Anything episode of The Bid, host Oscar Pulido is joined by Jaime Magyera, Head of BlackRock's U.S. Wealth Advisory and Retirement Businesses, to answer listener-submitted questions on retirement realities. Jaime shares perspectives drawn from her work with individual savers, financial advisors, and small business owners across the country.The conversation reframes retirement as the freedom to choose what comes next, rather than a fixed end point. Jaime discusses the importance of starting early, maintaining discipline through market cycles, and building plans that can adapt as careers, families, and goals evolve. The episode also explores the role of professional advice, the challenges facing non-traditional career paths, and why preparation — not prediction — is central to long-term financial resilience.Key insights include:• Why retirement is best viewed as a transition, not a destination• How starting early and staying invested can shape long-term outcomes• Why flexible planning matters for non-linear careers and families• What advisors should consider when working with small business owners• How professional advice differs from social and digital guidance• Why preparedness and emergency savings support financial resilienceKey moments in this episode:00:00 Introduction to The Bid00:50 Meet Jamie Magyera: Insights on Retirement Planning01:48 Transitioning into Retirement: Key Considerations04:05 Financial Planning for Younger Generations06:41 Non-Traditional Retirement Timelines09:56 Advisors and Small Business Owners: Planning for the Future12:45 How To Build Long-Term Client Relationships15:33 The Value of Professional Financial Advice17:28 Conclusion and Key Takeaways18:16 Closing Remarks and Up Nextretirement planning, financial security, wealth planning, capital markets, long-term investing,Sources: BlackRock's Read On Retirement Survey, September 2025This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Why do wealthier households tend to live longer and experience fewer chronic diseases? Richard Rosso & Jonathan McCarty break down the Wealth-Health Gap—how income, savings, and environment shape health through housing quality, access to care, and financial resilience. We also flip the lens: poor health can reduce earnings, drain savings, and create a vicious cycle that widens disparities across generations. Finally, we discuss systemic factors that amplify the gap and practical policy ideas aimed at improving both economic stability and health outcomes. 0:00 - INTRO 0:20 - Uncle Floyd & Chuy Intro 3:06 - The Health-Wealth Connect 6:05 - Diet, Lifestyle, & Spending Choices 7:32 - Kevin O'Leary's Health-Wealth Regimen 9:40 - Lifestyle Matters 12:48 - The Cost of Healthy Eating 20:02 - The Revolution in Health in Wealth Planning 22:02 - Younger Generations Want to Know 27:15 - Planning for Healthy Retirement 28:30 - Information for Better Health 31:56 - Planning for Healthcare Costs in Retirement 34:14 - Why Not Know? 38:40 - Stack the Odds in Your Favor 44:15 - Candid Coffee Teaser Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- 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/TynkcovRQIQ?feature=share ------- Watch our previous show, "Truflation vs CPI: What Inflation Is Really Doing Today," here: https://youtube.com/live/Ojlx_IPrDUg?feature=share -------- The latest installment of our new feature, Before the Bell, "Markets Set Up for Rotation Trades is here: https://youtu.be/IKsm6U2CK8w ------- 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/ #WealthHealthGap #SocialDeterminantsOfHealth #HealthEquity #FinancialPlanning #WealthInequality

What if the most important part of your financial plan has nothing to do with the numbers on your statement?   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Mitch Hamer, Founder and Lead Advisor at Intersecting Wealth, who shares how his psychologically informed approach helps high-net-worth families navigate money across multiple generations. Drawing on his background in psychology, Mitch explains why the most impactful conversations rarely revolve around spreadsheets and how “life-informed” planning better reflects clients' real goals, stories, and risk capacity. He also discusses evolving the business from a trusted practice into an enduring enterprise while adapting to AI, shifting client expectations, and a rapidly changing wealth landscape.   Key Takeaways: → How life, psychology, behavior, and money shape every client's decision. → More client breakthroughs come from conversations about biases, fears, and dreams than from portfolio models. → How estate planning, account titling, and goal-setting are often underserved, and each entity in a complex family structure deserves its own balance sheet with clear objectives. → What life-informed planning looks like in practice and why a one-size-fits-all model can cause advisors to miss what truly matters to clients. → Why LinkedIn and content creation are key to Intersecting Wealth's next chapter.   Mitch Hamer is the Founder and Lead Advisor at Intersecting Wealth. He values guiding families through the comprehensive financial planning process. Given his approach, which is more psychological and behavioral than financial, Mitch enjoys helping families zoom out on what gets too much attention, zoom in on what is largely ignored by advisors, and then pull it all together. He finds being on the journey with families as they find clarity around their goals and dreams, and supporting them in implementation, uniquely rewarding. Prior to founding Intersecting Wealth in 2024, Mitch spent the previous eleven years as a Financial Advisor to high-net-worth individuals and families. Connect With Mitch: Website: https://intersectingwealth.com/ LinkedIn: https://www.linkedin.com/in/mitchellphamer/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Do you really need five million dollars to retire? Abe Abich breaks down where that number comes from—and why it often misses the point. This episode explores income needs, spending habits, Social Security, and how different retirement scenarios change what “enough” actually means. The focus is on context, not hype, and understanding how savings translate into real-life retirement income. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereAre you relying on “just growing the pile” to fund your retirement?Too many Canadian business owners hope their savings will be “enough” without ever truly running the numbers—or questioning the assumptions behind their plan. In this episode, Jon Orr and Kyle Pearce break down a real case study of a listener preparing to retire at 55. They uncover the common blind spots around equity-heavy portfolios, the behavioral traps that derail even the smartest strategies, and why knowing your number isn't the same as building a system that gets you there. Whether you're 5 or 15 years out from retirement, this deep dive is full of insights to tighten your approach.You'll discover:Why a clear monthly cash flow target is more useful than a vague retirement “pile.”The risks of a 100% equity portfolio during the decumulation phase—and how to mitigate them.How to align your investment strategy with your behavior, so your plan doesn't fall apart when the market does.Press play now to find out where this listener nailed their strategy—and where small shifts could mean a more confident, flexible retirement.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large suReady to connect? Text us your comment including your phone number for a response!If you listen to podcasts like The Rational Reminder with Ben Felix & Cameron Passmore, The Canadian Investor, The Canadian Real Estate Investor, Build Wealth Canada with Kornel Szrejber, ChooseFI with Jonathan Mendonsa & Brad Barrett, Afford Anything with Paula Pant, The Ramsey Show with Dave Ramsey, BiggerPockets Money, The Money Guy Show with Brian Preston & Bo Hanson, Invest Like the Best with Patrick O'Shaughnessy, Masters in Business with Barry Ritholtz, The Wealthy Barber Podcast with David Chilton, Financial Audit with Caleb Hammer, In the Money with Amber Kanwar, The Loonie Hour with Steve Saretsky, or More Money Podcast with Jessica Moorhouse — we're confident you'll enjoy Canadian Wealth Secrets too.Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

In this episode of Money Matters, Scott and Pat talk with listeners about decisions around Roth conversions, tax brackets, gifting to kids, and when to start taking money from retirement accounts. One caller is trying to figure out how to simplify things after working with five different advisors. Another wants to use savings to travel without getting pushed into a higher tax bracket. Plus, Allworth's Head of Wealth Planning, Victoria Bogner, joins the show to share a case where someone had 35 investment accounts—and how the team helped clean it up. It's a good reminder that sometimes the best financial move is just getting organized. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

What happens when building wealth stops being about returns and starts being about purpose? In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with Tiffany Irving, Senior Vice President and Wealth Advisor at Mesirow Wealth Management. With more than 25 years of experience, Tiffany explains why modern wealth management must go beyond investments and focus on holistic planning, collaboration, and long-term impact. The conversation dives into exit planning for business owners, common mistakes made when selling a company, the emotional side of succession, and why financial planning should start far earlier than most people think. Tiffany also shares insights on financial literacy, debt management, and the growing importance of purpose-driven investing. Key Takeaways→ Wealth management today is about integrating investments, tax planning, estate planning, and personal goals.→ Business owners should begin exit planning three to five years before selling to maximize value and reduce taxes.→ A collaborative advisory team creates better outcomes than siloed advice.→ Succession planning must address both financial readiness and emotional identity shifts.→ Financial planning is not just for the wealthy and is most powerful when started early. Quote from Tiffany “Wealth management is no longer just about performance. It's about purpose, values, and the impact you want your money to have.” If you are a business owner thinking about growth, succession, or long-term financial clarity, this episode is a must-listen. Subscribe to Grow Your Business & Grow Your Wealth, leave a review, and connect with Tiffany Irving on LinkedIn to continue the conversation. Learn more about your ad choices. Visit megaphone.fm/adchoices

What happens when building wealth stops being about returns and starts being about purpose? In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with Tiffany Irving, Senior Vice President and Wealth Advisor at Mesirow Wealth Management. With more than 25 years of experience, Tiffany explains why modern wealth management must go beyond investments and focus on holistic planning, collaboration, and long-term impact. The conversation dives into exit planning for business owners, common mistakes made when selling a company, the emotional side of succession, and why financial planning should start far earlier than most people think. Tiffany also shares insights on financial literacy, debt management, and the growing importance of purpose-driven investing. Key Takeaways→ Wealth management today is about integrating investments, tax planning, estate planning, and personal goals.→ Business owners should begin exit planning three to five years before selling to maximize value and reduce taxes.→ A collaborative advisory team creates better outcomes than siloed advice.→ Succession planning must address both financial readiness and emotional identity shifts.→ Financial planning is not just for the wealthy and is most powerful when started early. Quote from Tiffany “Wealth management is no longer just about performance. It's about purpose, values, and the impact you want your money to have.” If you are a business owner thinking about growth, succession, or long-term financial clarity, this episode is a must-listen. Subscribe to Grow Your Business & Grow Your Wealth, leave a review, and connect with Tiffany Irving on LinkedIn to continue the conversation. Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the wake‑up call you’ve been avoiding is hiding in plain sight? In this episode, Charleston’s Retirement Coach Brandon Bowen shares a personal health scare that completely reframed how he thinks about procrastination—and how the same blind spots can undermine your financial life. From overlooked risks and excessive fees to overexposure in certain investments, he explains why regular financial “checkups” matter and how uncovering hidden issues can bring clarity and peace of mind. It’s a candid reminder that health and wealth both require attention before problems become urgent. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Originally uploaded December 2, reloaded December 5th. Jeffrey Mosher welcomes Reuben Levinsohn, Partner, Wealth Advisor, Nicholas Pope, CFP®, CEPA™, AEP®. Partner, Wealth Advisor Washington Avenue Advisors, REO Town, Lansing, MI. Welcome to the Michigan Business Beat, share a bit about Washington Avenue Advisors? Washington Avenue Advisors clearly supports business owners with exit planning and succession strategy — how do you balance the needs of founders who want growth now with planning for their eventual exit? Your Services page highlights tax planning, acquisitions, and business efficiency — how does your team help small to mid-sized entrepreneurs build a financially scalable business? For business owners worried about legacy — how does your “estate & legacy planning” practice integrate with ownership transition to ensure both the business and their personal assets are protected? As a Lansing-based firm serving entrepreneurs and business owners nationwide, what competitive advantage does Washington Avenue Advisors bring, and how do you align your investment and risk-management advice with the unique challenges of owner-led companies? Your firm hosted Leadership talks last year, what did you and your gatherings take away from those events? » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/ Washington Avenue Advisors was founded in 2016 by the original partners, Nick and Reuben, with a belief that the world is full of visionary leaders trying to bring their best ideas to fruition. They wanted to build an organization that would help entrepreneurs move from their imaginations into a physical space. There was no better location to call home than REO Town, Lansing, MI, a historical place where innovation meets entrepreneurship.​ REO Town in Lansing, Michigan, was named after Ransom Eli Olds, founder of the Oldsmobile and REO Motor Car Company, and was a major center for the American automobile industry from 1905 to 1975.​ At Washington Avenue Advisors, we believe financial advising is about more than numbers on a spreadsheet — it's about people, families, and the legacies they build.​ Our mission is to help business owners actualize their legacy. Along the way, WAA has grown into a trusted partner for those navigating every stage of wealth and business. From startup to exit, from first investment to legacy planning, we walk alongside our clients through each step of the journey.​ Connecting Life and Wealth ​ We know that life and wealth are inseparable. That's why our discovery process doesn't begin with money — it begins with you. We ask about your goals, values, and vision for the future, and then design strategies that align with who you are and what matters most.​ Our work spans:​ Wealth Planning & Investment Management — building portfolios and strategies tailored to long-term success. Business & Exit Planning — helping entrepreneurs grow, protect, and exit their companies on their terms. Estate & Legacy Planning — ensuring the values you live by are the ones you pass on. Accounting & Financial Clarity — empowering businesses with day-to-day accuracy for their accounting needs, serving as an outsourced controller or fractional CFO.

In this episode of the Wealth Planning for the Modern Physician Podcast, David Mandell welcomes back Jerry Kelsheimer, President of Medic Management Group. With decades of experience in healthcare business management, Jerry discusses how the healthcare landscape has changed dramatically over the past five years, affecting physicians' financial performance and operational efficiency. He outlines the evolving challenges medical practices face—including reduced reimbursements, higher labor costs, and increasing patient demands and stresses the importance of disciplined, intentional business management. Throughout the conversation, Jerry highlights common areas where practices can improve performance and financial outcomes. He identifies five operational areas ripe for improvement: front desk execution, administrative role clarity, revenue cycle management, compensation structures, and market development. By focusing on these, he explains, practices can identify hidden inefficiencies and regain profitability. Finally, Jerry and David explore the emotional and leadership aspects of running a medical practice. Jerry shares his 'Four Cs' framework—conscience, competency, capacity, and courage—as a way for physicians to address burnout and lead meaningful change. He also predicts a future shift toward more collaborative hospital-physician models, with hospitals moving away from full employment toward partnership-based structures. Learn more, including additional show notes, links, and detailed key takeaways, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

In this value-packed episode of Allworth's Money Matters, Scott and Pat unpack key financial strategies for high-net-worth investors navigating today's markets. From the overlooked need for regular portfolio rebalancing to smart planning for concentrated executive stock, they break down real-world scenarios with millions at stake. You'll hear a listener case involving $7M in assets, HSA withdrawal tactics, and 529 planning for seven grandkids—all through the lens of tax-smart wealth transfer. Plus, expert insights from Allworth's Head of Wealth Planning, Victoria Bogner, on avoiding massive tax traps with RSUs, ISOs, and stock options. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

In this episode of the Wealth Planning for the Modern Physician Podcast, host David Mandell welcomes Dr. Jacqueline Winkelmann, a pediatric hospitalist and founder of Scrub Sisters. Dr. Winkelmann shares her journey from growing up in Puerto Rico, being inspired by her uncle's compassion and dedication to medicine and eventually pursuing pediatrics as her calling. She discusses how financial foresight and a unique tuition waiver allowed her to graduate debt-free, enabling her to maintain a balanced career and family life as a part-time physician at the Children's Hospital of Orange County. Dr. Winkelmann describes her transition from clinical practice to non-clinical roles in the healthcare industry. Through opportunities that arose organically, she became a consultant and medical advisor for pediatric and consumer health companies, eventually serving as Chief Medical Officer for a baby monitor company. She reflects on the differences between clinical and corporate medicine, emphasizing the need for physicians entering industry to understand the profit-driven mindset of business and to address burnout before pursuing such transitions. Her story highlights the challenges, rewards, and ethical dilemmas physicians may face when moving from patient care to product innovation. Finally, Dr. Winkelmann discusses her nonprofit organization, Scrub Sisters, a 501(c)(3) community dedicated to supporting and empowering female physicians at all stages of their careers. The group provides mentorship, fosters real-life discussions about work-life balance, and addresses challenges such as mental health, parenting, and financial stress. With chapters in multiple states and countries, Scrub Sisters is rapidly expanding its reach and aims to create scholarship opportunities to help women overcome the financial barriers of medical school applications. The episode concludes with Dr. Winkelmann's vision for growing this supportive, mission-driven community of women in medicine. Learn more, including additional show notes, links, and detailed key takeaways, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

Financial Advisor Jayson Thornton, CFP® — REACTS! Money Q&A Jayson M. Thornton, CFP® is an award winning Financial Advisor, specializing in Tax & Wealth Planning. He is a CERTIFIED FINANCIAL PLANNER ™ professional and Enrolled Agent (EA). Jayson earned his Bachelor's Degree from Missouri Valley College (Cum Laude, Honors Graduate) and his Certificate in Financial Planning from Howard University School of Business.*Disclaimer*Financial Coaching during Livestreams is NOT personal investment advice, No CFP-Client relationship is established by submitting a question by email or text in live chat.https://www.pocketwatcher.netPocketWatcherJT@gmail.comCash APP $PocketWatcherJTFollow ig @JTPocketWatcher*ALL CONTENT OWNED & PRODUCED BY POCKET WATCHER LLC*

Financial Advisor Jayson Thornton, CFP® — REACTS! Money Q&A Jayson M. Thornton, CFP® is an award winning Financial Advisor, specializing in Tax & Wealth Planning. He is a CERTIFIED FINANCIAL PLANNER ™ professional and Enrolled Agent (EA). Jayson earned his Bachelor's Degree from Missouri Valley College (Cum Laude, Honors Graduate) and his Certificate in Financial Planning from Howard University School of Business.*Disclaimer*Financial Coaching during Livestreams is NOT personal investment advice, No CFP-Client relationship is established by submitting a question by email or text in live chat.https://www.pocketwatcher.netPocketWatcherJT@gmail.comCash APP $PocketWatcherJTFollow ig @JTPocketWatcher*ALL CONTENT OWNED & PRODUCED BY POCKET WATCHER LLC*

Financial Advisor Jayson Thornton, CFP® — REACTS! Money Q&A Jayson M. Thornton, CFP® is an award winning Financial Advisor, specializing in Tax & Wealth Planning. He is a CERTIFIED FINANCIAL PLANNER ™ professional and Enrolled Agent (EA). Jayson earned his Bachelor's Degree from Missouri Valley College (Cum Laude, Honors Graduate) and his Certificate in Financial Planning from Howard University School of Business.*Disclaimer*Financial Coaching during Livestreams is NOT personal investment advice, No CFP-Client relationship is established by submitting a question by email or text in live chat.https://www.pocketwatcher.netPocketWatcherJT@gmail.comCash APP $PocketWatcherJTFollow ig @JTPocketWatcher*ALL CONTENT OWNED & PRODUCED BY POCKET WATCHER LLC*

Become a Client: https://nomadcapitalist.com/apply/ Get our free Weekly Rundown newsletter and be the first to hear about breaking news and offers: https://nomadcapitalist.com/email Join us for the next Nomad Capitalist Live event: https://nomadcapitalist.com/live/ Javier is here to break down Private Interest Foundations, one of the most powerful yet often overlooked asset protection tools. Most people know about trusts, but a Private Interest Foundation offers something more: a hybrid structure with the legal personality of a corporation and the asset protection and estate planning benefits of a trust. This episode is for you if you're looking for something more robust and globally recognised to protect your wealth! Nomad Capitalist helps clients "go where you're treated best." We are the world's most sought-after firm for offshore tax planning, dual citizenship, international diversification, and asset protection. We use legal and ethical strategies and work exclusively with seven- and eight-figure entrepreneurs and investors. We create and execute holistic, multi-jurisdictional Plans that help clients keep more of their wealth, increase their personal freedom, and protect their families and wealth against threats in their home country. No other firm offers clients access to more potential options to relocate to, bank in, or become a citizen of. Because we do not focus only on one or a handful of countries, we can offer unbiased advice where others can't. Become Our Client: https://nomadcapitalist.com/apply/ Our Website: http://www.nomadcapitalist.com/ About Our Company: https://nomadcapitalist.com/about/ Buy Mr. Henderson's Book: https://nomadcapitalist.com/book/ Disclaimer: Neither Nomad Capitalist LTD nor its affiliates are licensed legal, financial, or tax advisors. All content published on YouTube and other platforms is intended solely for general informational and educational purposes and should not be construed as legal, tax, or financial advice. Nomad Capitalist does not offer or sell legal, financial, or tax advisory services.

Markets look strong—but are they too perfect? On this week's Money Matters, Scott and Pat explore how to stress test your financial plan so it can hold up in the real world. They take a call from a 63-year-old retiree with a $6 million portfolio who's rethinking his Roth conversions and Social Security timing, then talk with a 47-year-old state employee balancing burnout, real estate, and early retirement goals. Finally, Allworth's Head of Wealth Planning, Victoria Bogner, joins to explain how taxes, Medicare, and market strategy all connect inside a resilient financial plan. If you've ever wondered whether your financial plan could weather a true market test, this episode delivers clarity, humor, and timeless perspective. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Most people think debt is bad. But what if debt could actually make you rich? In this episode of Millionaire Tax Secrets, Tiffany Phillips breaks down how wealthy people use good debt to grow their money, create tax savings, and build long-term wealth. You'll learn the key difference between good debt and bad debt, why mortgages and business loans can actually help you, and how strategies like cash-out refinancing can give you tax-free cash to reinvest. Tiffany also shares real examples of clients who turned debt into cash flow, tax deductions, and lasting wealth. If you've ever been told to pay off all debt fast, this episode will flip your money mindset upside down. Don't miss the secrets millionaires use to maximize income and minimize taxes—listen now!   Next Steps:

Richard Gearhart and Elizabeth Gearhart, co-hosts of Passage to Profit Show interview Tommy Hilcken from Tommy Hilcken Productions, Bobby Mascia from Green Ridge Wealth Planning and Josh Khan from Eden.   Get ready to laugh, learn, and be inspired with Tommy Hilckin, the entertainer who's mastered the art of blending magic, comedy, and motivation. With over 7,000 shows under his belt, Tommy shares how he turns “oh no” moments into standing ovations, teaches practical tips for public speaking, and shows why humor is a game-changer in business and life. From his first $4 magic trick to entertaining audiences around the world, Tommy reveals the secrets behind stage confidence, breaking the ice, and connecting with people—proving that a little laughter can go a long way.Read more at: https://tommyhilckenproductions.com/    Bobby Mascia is the Founder & CEO of Green Ridge Wealth Planning, owner of an 18-store Dunkin' franchise, ex-Wall Street wealth advisor, owner of a family office and a manufacturing business and host of the Business Unchained podcast. A seasoned entrepreneur, Bobby blends his Wall Street background with hands-on experience scaling businesses. He also serves as a business coach, bringing raw, real-world experience and financial expertise to entrepreneurs seeking guidance. Read more at: https://bobbymascia.com/   Josh Khan is the Executive President and co-founder of Eden, a company reimagining personalized healthcare by connecting members with licensed providers for access to compounded treatments and tailored wellness plans. The company builds trusted, patient-first brands that deliver safe and compliant results by integrating access to providers, technology infrastructure, and a modern consumer experience. Core verticals include medical weight loss, hormone therapy, wellness, and medspa services. Read more at: https://www.tryeden.com/    Whether you're a seasoned entrepreneur, a startup, an inventor, an innovator, a small business or just starting your entrepreneurial journey, tune into Passage to Profit Show for compelling discussions, real-life examples, and expert advice on entrepreneurship, intellectual property, trademarks and more. Visit https://passagetoprofitshow.com/ for the latest updates and episodes. Chapters (00:00:00) - Passing to Profit(00:00:48) - Passage to Profit(00:01:51) - What's the One Bold Move You Made?(00:02:53) - Brave Move: Starting a Business in the 1980's(00:07:11) - Tommy Hilkin(00:08:55) - Tommy Hilkin on His Very First Presentation(00:10:56) - Talking Business and Laughter(00:12:51) - Tommy Hilkin on How to Present at a Networking Event(00:15:50) - What's the #1 Fear of Public Speaking?(00:18:46) - Speakers and entertainers: How far do you travel?(00:19:35) - In the Elevator With Bill Maher(00:21:48) - Tommy Hilkin on Being 38 Years Old and Still Smokin(00:23:16) - The Investment Value of Gold(00:24:18) - The Cruise Line Hotline(00:25:16) - Passing to Profit(00:25:39) - Tommy the Comedian on Student Assembly(00:26:32) - Bullying and Cyberbullying(00:27:56) - Tommy Hilkin on His Career(00:30:06) - AI in Business(00:32:17) - How We're Using AI in the Firm(00:35:31) - How AI Is Affecting My Business(00:38:30) - Should Law Firm Take a Class on AI Prototypes?(00:39:19) - Pushing the AI to Think More(00:44:55) - How to Use Google's AI(00:46:56) - Passage to Profit(00:49:34) - AI Trainer Sued for Pirated Books(00:53:28) - Bradley and Bobby: Bringing Business Success to Wealth Planning(00:57:37) - What are the Elements of a Business that Is Exit Ready?(00:58:27) - Will Boomers Sell Their Business?(00:59:57) - Are You Still Running the Dunkin Donut Franchise?(01:01:10) - What is a family business?(01:02:35) - The Secret to Successful Family Business(01:06:18) - Richard and Bobby: Do Your Kids Have a Role in the Business(01:08:46) - How We're Rethinking Healthcare(01:12:08) - Adam Levine on the Importance of Telehealth(01:16:05) - Are GLP1s Bad For You?(01:19:06) - Obesity and the healthcare system(01:24:38) - Personal Injury Lawyers(01:25:43) - Noah Fleishman on His Memories(01:27:02) - Secrets of the Entrepreneurial Mind(01:28:40) - What is a Secret to Success?(01:30:50) - P2P: Passage to Profit

On this week's Money Matters, Scott and Pat dive into market shifts—tariffs, AI-driven productivity, and surprising earnings—and explain why chasing predictions fails while fundamentals like tax-efficient investing deliver results. Next, a caller shares his career-change dilemma: should he leave a higher-paying job for a teaching role with a pension? Scott and Pat weigh in on how retirement savings, insurance coverage, and college funding fit into the bigger picture. Later, another caller with a $9 million stock portfolio reveals his struggle with taxes from heavy dividend income. This leads to a deep dive into tax-efficient investing, where Scott, Pat, and Allworth's Head of Wealth Planning, Victoria Bogner, break down strategies like gifting stock, using net unrealized appreciation (NUA), and leveraging direct indexing for smarter portfolio management. The episode closes with actionable insights to help you apply tax-efficient investing in your own financial plan—so you can keep more of what you've worked hard to build. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

In the Season 6 premiere of the Wealth Planning for the Modern Physician Podcast, host David Mandell welcomes Dr. Cynthia Matossian, an accomplished ophthalmologist, entrepreneur, and industry leader. Dr. Matossian shares her unique journey into medicine, starting from an initial interest in political science and international relations before ultimately discovering her passion for ophthalmology. She discusses the early challenges she faced in starting her own practice in 1987, particularly as a woman seeking financial backing in a male-dominated field, and the resilience and determination that fueled her success. Dr. Matossian reflects on the growth of her solo practice into a thriving multi-location enterprise with 14 physicians and over 90 employees. She emphasizes the importance of delegation, transparency, and staff empowerment in building an efficient, patient-focused practice. Her insights into practice management include implementing scribes to reduce physician burnout, investing in proper business education, and hiring skilled managers to bring structure and professionalism to the organization. She also highlights her personal approach to financial planning, beginning with small investments guided by a trusted advisor, which laid the foundation for long-term financial success. The conversation also explores Dr. Matossian's involvement in industry innovation, her leadership in clinical trials, and her founding of GPOptho, a group purchasing organization designed to help practices lower costs through collective buying power. She shares valuable advice for physicians considering private equity transactions, stressing the importance of preparing years in advance and selecting the right advisors. Ultimately, Dr. Matossian underscores the critical need for physicians to educate themselves on the business of medicine early in their careers, pairing clinical excellence with sound financial and practice management strategies. Learn more, including additional show notes, links, and detailed key takeaways, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

On this week's Money Matters, Scott and Pat dig into market performance, tariffs, AI, interest rates, and long-term planning. At the heart of the episode are three essential topics: taxes, direct indexing, and concentrated stock diversification strategies. They help a young family balance life insurance with retirement savings, guide a retiree facing a heavy dividend tax bill, and show why smart planning matters at every stage. Along the way, they reveal how taxes can quietly erode wealth, why direct indexing creates new opportunities for tax-efficient investing, and how concentrated stock diversification strategies protect those holding too much company stock. Whether you're building wealth, preparing for retirement, or simply trying to minimize taxes, this episode blends practical advice with advanced insights to help you secure your financial future. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.  

What's the secret behind building long-term wealth, creating a legacy, and thinking like a billionaire? In this powerful episode of the Jake & Gino Podcast, Gino sits down with Richard C. Wilson, founder of Family Office Club and Billionaires.com, to unpack the strategies, mindset, and structure behind the ultra-wealthy's most powerful wealth-building tool: the family office.Whether you're just starting out or already investing in real estate or businesses, this episode will show you how to think holistically, establish core values, and build a legacy plan that scales with you. Richard shares personal stories, insights from interviewing over 40 billionaires (including Tony Robbins, Mark Cuban, and Tim Draper), and how proximity to the right people transforms your financial future.We dive deep into wealth allocation, parenting with purpose, the power of extreme focus, and why creating a family office is no longer just for billionaires. Learn how to structure your assets, who to include on your team, and why investing in yourself is the most powerful move you can make.Want to take the next step toward financial freedom and legacy wealth? Watch now and learn how to start your own family office—even if you're not ultra-rich… yet. Chapters:00:00:00 - Introduction to Happy Money and Family Offices  00:01:53 - Building Your Family Office Team  00:02:48 - The Family Office Model Explained  00:05:49 - Common Mistakes in Starting a Family Office  00:07:44 - The Power of Proximity and Relationships  00:11:11 - Purpose Over Money  00:15:28 - Understanding Wealth and Family Dynamics  00:28:42 - Common-Sense Wealth Principles  00:32:40 - The Game of Wealth Creation  00:35:43 - Misconceptions About Billionaires00:41:33 - Richard's Final Takeaways & Where to Find Him   We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)