Podcasts about wealth planning

Send us a textMark Perlberg and Brian Sweet discuss strategies for building and protecting wealth beyond tax savings, with an emphasis on what to do with cash after receiving tax refunds from bonus depreciation and other tax benefits. They explore holistic wealth planning approaches that balance immediate tax benefits with lifetime tax minimization.• Brian Sweet shares his 47 years of experience in the wealth management business, serving clients across 38 states• Entrepreneurs with volatile income should prioritize having 6+ months of cash reserves before pursuing other investment strategies• Tax-efficient investment vehicles can help control when and how investment gains are recognized• The difference between minimizing taxes today versus minimizing lifetime tax burden requires comprehensive planning• Current historically low tax rates create opportunities for strategic moves like Roth conversions• Advanced capital gains strategies can generate offsetting losses, potentially turning a $1M gain into just $360K taxable• One client saved $2M in taxes through strategic Roth conversions alone• Working with qualified professionals is essential as DIY tax planning often misses sophisticated opportunities• Future tax rates will almost certainly increase due to growing national debtTo learn more about wealth management strategies, contact Brian at bryan@sweetfinancial.com or visit sweetfinancial.com. For tax planning assistance, visit prosperlcpa.com/apply.

From humble beginnings as a Nebraska farm girl to becoming a millionaire mentor, Loral, joins host Chris Naugle on The Money School Podcast to share how she built an empire that's helped over 10,000 entrepreneurs secure their futures through smart investing, tax strategy, and family-focused legacy wealth planning.They dive into the truth about trusts, breaking down the critical role of structure and language in making sure your wealth lasts generations. You'll hear about Loral's “I'm Dead. Now What?” legacy document, how she set up Roth IRAs for her kids from birth, and her method of training the next generation to borrow from, not burn through, family money.Throughout the conversation, Loral emphasizes that legacy wealth planning isn't just about money, it's about values, vision, and the systems you put in place while you're still alive because whether you're rich or just getting started, legacy wealth planning begins with education, intention, and action.Loral's Takeaways:Career Transition and Current Focus (01:35)Challenges of Being a Road Warrior (02:51)Journey to Becoming a Millionaire Maker (05:46)Transition to Entrepreneurship and Real Estate (08:51)Importance of Trusts and Legacy Planning (11:25)Challenges of Trust Implementation (40:29)Legacy and Family Education (40:45)Economic Challenges and Financial Strategies (40:57)Meet Chris Naugle:From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be.His success and national acclaim have come in large part to what he's learned first-hand from seeking a better way to wealth creation and preservation than he learned growing up.Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is currently founder of The Money School™, and Money Mentor for The Money Multiplier.His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions.As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works.Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans delivering the financial knowledge that fuels lasting freedom.From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be.His success and national acclaim have come in large part to what he's learned first-hand from seeking a better way to wealth creation and preservation than he learned growing up.Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is currently founder of The Money School™, and Money Mentor for The Money Multiplier.His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions.As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works.Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans delivering the financial knowledge that fuels lasting freedom.Connect with Chris:

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2025 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians in 2025," says David. "I hope you enjoy this Season encore series. Have a great summer!" Episode 4.3 | Originally Released: October 19, 2023 Listen in as David chats with healthcare real estate expert Colin Carr.  Colin begins with his background in real estate in a variety of settings. He then tells the story of how, after seeing physicians do so poorly in deals, he decided to launch a firm dedicated to helping doctors. Next, Colin explains the top mistakes he sees physicians and practices make when it comes to their real estate—including do-it-oneself, not performing adequate due diligence and more—and what that will cost them in the long run. Colin delves into the choice between leasing and purchasing for a medical practice and relates the importance of having a multi-factor decision process as the key to fostering long-term peace of mind. He then discusses the significance of timing, in terms of when to make the ‘rent vs. own' decision, when to contact a landlord on a possible lease renewal, and even when to reach out to potential real estate agents. Colin wraps up by sharing how physicians can find an ethical, competent real estate agent they can trust. Learn more and listent to this and past episodes by visiting www.physicianswealthpodcast.com.

Join me for a comprehensive review of retirement account essentials — covering how to maximize benefits, avoid pitfalls, and optimize for both tax efficiency and legacy planning. - Traditional IRA: Tax-deferred contributions grow until withdrawal; ideal for those seeking upfront tax deductions - Roth IRA: After‑tax contributions grow tax-free, with no required minimum distributions—great for long‑term tax flexibility - Roth Conversions: Strategically moving funds from traditional to Roth accounts can reduce future RMDs and lock in today's tax rates - Tax Strategies: Balancing traditional and Roth accounts helps manage tax liability both now and in retirement - Common Mistakes: Avoid errors like overcontributing, neglecting contribution deadlines, or ignoring Roth income limits - Advantages: Gain tax diversification, penalty-free withdrawal options, and more flexibility in estate planning Whether you're accumulating or distributing, these insights will help you optimize every step of the way. Listen in.  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthonysaccaro.com Anthony's book: https://morelifethanmoneybook.com Amazon Author Page: https://amazon/author/anthonysaccaro YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills Facebook: https://www.facebook.com/Providence.FinancialInc/ Twitter: https://twitter.com/AnthonySaccaro LinkedIN: https://www.linkedin.com/in/anthonysaccaro/

On a day where the S&P hit a new high and the “Big, Beautiful Bill” got passed, Rise UP host Terri Kallsen and Co-Host Joe Duran — Managing Partners at Rise Up Growth Partners — are joined by Grimes & Co. CEO and CIO Kevin Grimes for an in-depth look at the markets and what the bill means for your portfolio and wealth management. And everyone is affected. Plus, why Joe thinks we're now in a long-term “buy the dips market” to discussions on the upside of the down dollar and the sectors the new trade deal with Vietnam affects, and much more! Get Kevin's great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select Grimes & Company on the form. Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters 3:38 S&P Record, Jobs & the Golden Cross 5:25 We're in a Buy the Dips Environment 8:11 Dollar Off to Worst Start in 52 Years 9:11 The Upside and Downside of a Down Dollar 14:30 July 9th Tariff Deadline and What Sectors Benefit from Vietnam Trade Deal 18:33 The Market is Pricing in Tariff Success and the Sectors That are at Risk if Deals Don't Get Done 22:20 When Good News is Bad News 25:14 The Big, Beautiful Domestic Policy Bill Will Affect You 27:00 Managing Your Investments and Wealth Planning with the Big, Beautiful Bill 33:35 Fixed Income at Risk with New Policy Adding Debt? 35:50 Healthcare Sector at Risk with New Policy? 37:50 What to Watch Next Week Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #StockMarket #S&P500 #Dollar #Tariffs #Policy #BuyTheDip #TradeDeals #WealthManagement #Macro ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

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/ Today, Javier Correa, the tax terminator, shares his personal top pick for a zero-tax jurisdiction, the Cayman Islands. Not only is this a great choice for tax reasons, he also explains how it aligns with his lifestyle, values, and long-term goals, from raising a family to protecting generational wealth and building a stable future. 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: The information in this episode should not be considered tax, financial, investment, or any kind of professional advice. Only a professional diagnosis of your specific situation can determine which strategies are appropriate for your needs. Nomad Capitalist can and does not provide advice unless/until engaged by you.

Join us for a Q&A-style deep dive as we tackle the retirement planning questions you've been asking: Inflation: Learn how rising prices slowly chip away at your purchasing power — what used to cover essential expenses now may fall short. Interest Rates: Discover the ripple effect of rate changes on income streams and savings—whether you're holding CDs or fixed-income investments. Stock Market Volatility: Anthony explains why market swings shouldn't derail your long-term retirement income plan and how to stay grounded. 4% Rule: Is it still reliable? We'll revisit this classic withdrawal guideline and see how it's holding up in today's environment. Roth Conversions: Hear how moving funds to a Roth IRA can minimize future RMD pressure and provide tax-free income—plus advanced strategies like conversion “ladders.”  RMDs: What are they, when do they start, and why delaying them — or converting ahead of time — might help you save on taxes.  CDs: Unpack the benefits and pitfalls of certificates of deposit as safe, short-term income vehicles—plus why they may not keep pace with inflation. Annuities: We'll cover when annuities make sense, what fees to look out for, and how they compare to other income sources. Listen in. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthonysaccaro.com Anthony's book: https://morelifethanmoneybook.com Amazon Author Page: https://amazon/author/anthonysaccaro YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills Facebook: https://www.facebook.com/Providence.FinancialInc/ Twitter: https://twitter.com/AnthonySaccaro LinkedIN: https://www.linkedin.com/in/anthonysaccaro/

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2025 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians in 2025," says David. "I hope you enjoy this Season encore series. Have a great summer!" Listen in as David chats with Trisha Talbot, real estate advisor and entrepreneur behind DocProperties. Trisha begins by explaining what her training, certifications, and experience in real estate were before launching her own firm.  She then relates her motivation to launch DocProperties and delves into the unique aspects of healthcare real estate and the challenges for physicians looking to own it. Trisha then shares her answers to a few common questions she hears from physicians and discusses a typical first step for a doctor considering a new office or piece of real estate.  Finally, Trisha explains when a practice might consider selling a property, and important factors affecting that decision. You can find show notes and more information by visiting www.physicianswealthpodcast.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's the real reason your business—or your wealth plan—isn't worth as much as you think?Whether you're planning to sell your business in Canada or just want to build lasting wealth, most owners overlook the systems that quietly drive long-term value. If your plan is chaotic, unclear, or overly dependent on you, you're not building freedom—you're just building another job.In this episode, you'll discover:Why "you can't sell chaos" and how that applies to your personal wealth journey.The four essential phases every Canadian business owner must master to prepare for sale or financial independence.How to give every dollar in your business two jobs—so you build assets while staying tax-efficient.Press play now to rethink how you're building value—inside your business and beyond.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 sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Building long-term wealth in Canada requires more than just smart investment—it demands a clear financial vision, optimized systems, and a comprehensive Canadian wealth plan. Whether you're preparing for a business sale or strategizing your early retirement, aligning personal finance with corporate wealth planning is essential. Key areas like RRSP optimization, salary vs dividends Canada, and capital gains strategy can unlock significant business owner tax savings. By leveraging financial buckets and passive income planning through real estate investing Canada or corporation investment strategies, Canadian entrepreneurs can create scalable, tax-efficient investing systems. From personal vs corporate tax planning to estate planning Canada, each decision impacts your path toward financial independence Canada. The goal isn't just financial freedom—it's generationReady to connect? Text us your comment including your phone number for a response!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.

Recorded live at The Summit for Wealth Management 2025, this special episode of FinTech's DEI Discussions features an inspiring conversation between host Nadia and Sarah Revell, Director of Operations at Athena Wealth Planning Ltd.Sarah shares what true inclusion means in the world of wealth management—from shifting cultures to embracing diversity at every level.Tune in to hear how the sector is evolving, what still needs to change, and why inclusion must go beyond the invitation.FinTech's DEI Discussions is powered by Harrington Starr, global leaders in Financial Technology Recruitment. For more episodes or recruitment advice, please visit our website www.harringtonstarr.com

Welcome to episode #400! This week, we explore the unseen cost of inaction in retirement planning — from delaying tax planning and staying trapped in growth investments (rather than shifting to income investments), to hoping the market simply rebounds.  With interest rates expected to drop later this year and tax laws set to evolve — such as potential extensions of tax cuts and raised standard deductions for seniors — clinging to outdated assumptions can quietly erode your nest egg.  Learn why the time to act is now: expert tax preparation, timely portfolio rebalancing, and shifting from accumulation to income strategies can make a significant difference. Inaction, especially in today's economic environment, is the real retirement risk. Listen in.  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthonysaccaro.com Anthony's book: https://morelifethanmoneybook.com Amazon Author Page: https://amazon/author/anthonysaccaro YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills Facebook: https://www.facebook.com/Providence.FinancialInc/ Twitter: https://twitter.com/AnthonySaccaro LinkedIN: https://www.linkedin.com/in/anthonysaccaro/

Join Susannah and Sarah as they unpack the essential building blocks of wealth, from setting financial goals and managing risk to choosing the right mix of assets for you. Whether you're just starting out or thinking about retirement, this episode offers practical steps to help you grow your financial resilience over time.Bradley Clark, financial planner at HL, explains how to set clear goals, manage your money, and take the right steps to start building long-term wealth. Helen Morrissey, head of retirement analysis at HL, talks through some of the ways to build wealth over time.This podcast isn't personal advice. If you're not sure what's right for you, seek advice. Investments rise and fall in value, so investors could make a loss. Hosted on Acast. See acast.com/privacy for more information.

With recent market turbulence — fueled by geopolitical tensions, rising oil prices, tariffs, and inflation — many retirees are feeling the pressure. How do you stay grounded when everything is shifting? In this week's podcast, we break down how these forces can impact your retirement income strategy and why having a proactive, long-term plan is more important than ever. What you'll learn: - How Fed policy is evolving in response to rising energy costs and global conflict - Why keeping a cash reserve and avoiding emotional moves matters now  - Strategies to adjust your portfolio during periods of sustained volatility Listen in.  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthonysaccaro.com Anthony's book: https://morelifethanmoneybook.com Amazon Author Page: https://amazon/author/anthonysaccaro YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills Facebook: https://www.facebook.com/Providence.FinancialInc/ Twitter: https://twitter.com/AnthonySaccaro LinkedIN: https://www.linkedin.com/in/anthonysaccaro/  

Learn how to Break free from the outdated retirement mindset We're challenging everything you've been taught about retirement, success, and fulfillment. The traditional idea of retiring at 65 might be doing more harm than good. Learn how redefining your relationship with work, money, and meaning can unlock a richer, more intentional life—especially if you're grinding toward an exit or feeling uncertain about your next chapter. Derek's a seasoned financial advisor, entrepreneur, and author of Let's Retire Retirement. With more than 25 years in the financial world and a deep network of 7, 8, and 9-figure entrepreneurs, he brings a human, purpose-driven perspective to wealth planning. He's also the co-founder of Cadre, a curated networking community, and a thought leader who helps high achievers design lives filled with meaning, balance, and long-term value. KEY TAKEAWAYS: Traditional retirement is an outdated concept that often leads to a loss of purpose and fulfillment. Redefining success means focusing on contribution, connection, and intentional living—not just financial accumulation. Many retirees return to work, not for money, but to regain meaning and engagement in life. Planning to work in some capacity longer can create more freedom and flexibility today. Purpose-driven work, even if part-time or passion-based, enhances health, happiness, and longevity. Designing your life around what energizes you leads to greater long-term satisfaction and impact. Small mindset shifts, like embracing gratitude and owning your choices, can transform your entire outlook. Investing in relationships, health, and meaning now pays bigger dividends than simply chasing more income. Growing your business is hard, but it doesn't have to be. In this podcast, we will be discussing top level strategies for both growing and expanding your business beyond seven figures. The show will feature a mix of pure content and expert interviews to present key concepts and fundamental topics in a variety of different formats. We believe that this format will enable our listeners to learn the most from the show, implement more in their businesses, and get real value out of the podcast. Enjoy the show. Please remember to rate, review and subscribe to the podcast so you don't miss any future episodes. Your support and reviews are important and help us to grow and improve the show. Follow Charles Gaudet and Predictable Profits on Social Media: Facebook: facebook.com/PredictableProfits Instagram: instagram.com/predictableprofits Twitter: twitter.com/charlesgaudet LinkedIn: linkedin.com/in/charlesgaudet Visit Charles Gaudet's Wesbites: www.PredictableProfits.com

Michelle Slawny, Director of Wealth Planning, and Kimberly Mullarkey, Senior Portfolio Manager join Lisa Dent to discuss the current state of the economy and how to invest, have a diversified portfolio, and the importance of women understanding their financial picture and investments.

You don't need $2 to $3 million to retire unless your lifestyle truly requires it. In this episode, we break down why your retirement number should be built around your personal spending needs, not a one-size-fits-all benchmark.With a well-diversified $1.5 million portfolio, many retirees can support $60,000 to $75,000 per year in spending, especially when using flexible withdrawal strategies that adjust with market conditions. We dive into how spending can adapt over time and how Social Security benefits can reduce the burden on your investments.We also explore a real-world retirement budget to show how far your money can go, including housing, healthcare, travel, and more. Plus, we discuss one of the most overlooked issues: retirees often underspend out of fear, even when their financial plan says they're in the clear.Whether you're years away or nearing the transition, this episode helps you shift from anxiety to clarity and reminds you that retirement isn't just a number, it's a strategy.- Advisory services are offered through Root Financial Partners, LLC, an SEC registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult your CPA or attorney regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements.Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

We take the time this week to explore the evolving dynamics of retirement planning. Gone are the days when a 30-year tenure at a single company culminated in a comfortable pension and a worry-free retirement. Today, retirees face a complex array of challenges, including inflation, market volatility, and the gradual disappearance of traditional pension plans.​ We delve into how the Federal Reserve's monetary policies influence interest rates, impacting both savings and investment returns. We also discuss the shift from defined benefit to defined contribution plans, placing more responsibility on individuals to manage their retirement savings effectively.​ With life expectancies extending into the late 80s and beyond, the need for a sustainable retirement income strategy has never been more critical. We also address your listener questions, providing insights into creating a resilient financial plan that accounts for longer lifespans, healthcare costs, and the need for income distribution strategies that adapt to changing economic conditions.​ Listen in. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthonysaccaro.com Anthony's book: https://morelifethanmoneybook.com Amazon Author Page: https://amazon/author/anthonysaccaro YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills Facebook: https://www.facebook.com/Providence.FinancialInc/ Twitter: https://twitter.com/AnthonySaccaro LinkedIN: https://www.linkedin.com/in/anthonysaccaro/ ​

On this week's Money Matters, Scott and Pat tackle some hot financial topics—starting with the gold rush (yes, even Costco's in on it). They break down what gold can and can't do for your portfolio. Then it's life insurance: if you've got an old whole life policy, is it still worth it, or should you cash it in and reinvest? They also help listeners navigate tricky tax planning moves, like tracking after-tax IRA contributions and understanding required minimum distributions (RMDs). Later, Victoria Bogner, Allworth's Head of Wealth Planning, shares how one client used a covered call strategy to generate $90,000 a year—without selling a single share of stock. 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.

This week's podcast sheds light on seven critical yet often overlooked warning signs that could derail your retirement plans.  1. Market Volatility: Sudden market swings can significantly impact your retirement savings, especially if they occur early in your retirement. Understanding sequence of returns risk is crucial to safeguarding your nest egg.  2. Inflation's Silent Erosion: Over time, inflation can diminish your purchasing power, affecting your ability to maintain your desired lifestyle. It's essential to have strategies in place to combat this silent threat.  3. Outdated Estate Plans: Life changes, and so should your estate plan. Failing to update your estate documents can lead to unintended consequences for your heirs. 4. Overspending in Early Retirement: The initial years of retirement can be exciting, but excessive spending during this period can jeopardize your long-term financial security. 5. Lack of a Comprehensive Retirement Plan: Without a structured plan, you may find yourself unprepared for the financial challenges of retirement. A well-thought-out strategy is essential for peace of mind.  6. Staying Stuck in the Risky Growth Phase: While growth investments have their place, failing to adjust your portfolio as you age can expose you to unnecessary risks. It's vital to reassess and rebalance your investments periodically. 7. Neglecting to Rebalance Your Portfolio: Over time, your asset allocation can drift from its intended targets. Regular rebalancing ensures your portfolio remains aligned with your risk tolerance and financial goals. Listen in.  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthonysaccaro.com Anthony's book: https://morelifethanmoneybook.com Amazon Author Page: https://amazon/author/anthonysaccaro YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills Facebook: https://www.facebook.com/Providence.FinancialInc/ Twitter: https://twitter.com/AnthonySaccaro LinkedIN: https://www.linkedin.com/in/anthonysaccaro/

In this episode, host David Mandell welcomes Bob Goettling, a seasoned investment banker and legal expert with over 30 years of experience in healthcare transactions, to discuss the emerging relevance of ESOPs (Employee Stock Ownership Plans) for physician practices. Goettling shares his professional journey, from early M&A work to helping physician groups explore monetization options, including ESOPs as a potentially powerful but underutilized tool.  Bob breaks down the core structure and history of ESOPs, describing them as trust-based leveraged buyouts that allow physicians and employees to own their practice while benefiting from significant tax advantages. He explains how the Bloom Organization itself became an ESOP nearly a decade ago, and how his team has since developed a tailored hybrid ESOP model for medical practices, especially as interest in private equity has cooled due to rising interest rates and negative post-deal experiences. While ESOPs offer clear advantages—like retaining control and optimizing tax outcomes—they also come with complexity. Goettling stresses the importance of choosing the right advisors and ensuring a strong internal management structure. Not every practice is a good fit; size, structure, and strategic alignment are critical factors. The episode offers high-level insight into how ESOPs work, who they benefit, and what red flags to watch for in considering this alternative to traditional M&A routes. KEY INSIGHTS ESOP stands for Employee Stock Ownership Plan and enables employees to become beneficial owners through a trust structure. Originally introduced in the 1950s, ESOPs gained traction in the 1970s due to government incentives. Goettling and his team at Bloom implemented an ESOP for their own firm nearly 10 years ago and now advise physician groups on doing the same. Tax benefits are significant: ESOP sellers can defer or eliminate capital gains, and the entity itself becomes tax-exempt. ESOPs allow physicians to monetize their practice without surrendering control, unlike private equity deals. The model is ideal for larger practices (15–20+ physicians) with existing governance (boards, CEOs, CFOs). Complexity is a key barrier—ESOPs involve oversight from both the IRS and Department of Labor. Hybrid ESOP models can account for partners, junior doctors, staff, and even future hires. Mistakes often stem from poor advisory choices; experience with ESOPs is essential to avoid pitfalls. ESOPs can be a game-changer for practices looking to stay independent while scaling strategically. 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 episode of Protect Your Assets, David Hollander delves into the challenges of generational wealth planning and how to avoid the so-called third-generation curse. Discover the key mistakes that can unravel even the largest estates and learn proactive steps to keep your wealth growing for generations to come. From outdated estate plans to business continuity strategies and tax law changes, this episode covers essential considerations for anyone hoping to preserve family wealth and values. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/ See omnystudio.com/listener for privacy information.

On this episode of Protect Your Assets, David Hollander delves into the challenges of generational wealth planning and how to avoid the so-called third-generation curse. Discover the key mistakes that can unravel even the largest estates and learn proactive steps to keep your wealth growing for generations to come. From outdated estate plans to business continuity strategies and tax law changes, this episode covers essential considerations for anyone hoping to preserve family wealth and values. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/ See omnystudio.com/listener for privacy information.

This week's podcast is focused on the intricacies of Required Minimum Distributions (RMDs) and Roth IRA conversions—two pivotal elements in retirement planning. With the age for initiating RMDs now set at 73, retirees are compelled to withdraw a minimum amount annually from their traditional retirement accounts, potentially escalating their taxable income. We explore strategies to manage these distributions effectively, including the timing of withdrawals and the implications of deferring the first RMD to April 1 following the year one turns 73. Transitioning to Roth IRA conversions, the discussion highlights how converting traditional IRA funds to a Roth IRA can offer tax-free growth and eliminate future RMDs. However, this strategy requires careful consideration of current tax brackets, potential Medicare premium increases, and the availability of non-retirement funds to pay the taxes due upon conversion. We also address advanced concepts such as: - Strategic Timing of Conversions to minimize tax impact  - Partial Conversions (preading conversions over several years to manage tax liabilities and avoid pushing into higher tax brackets)  - Legacy Planning (leveraging Roth IRAs to provide tax-free inheritances to beneficiaries, enhancing estate planning strategies)  Listen in. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthonysaccaro.com Anthony's book: https://morelifethanmoneybook.com Amazon Author Page: https://amazon/author/anthonysaccaro YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills Facebook: https://www.facebook.com/Providence.FinancialInc/ Twitter: https://twitter.com/AnthonySaccaro LinkedIN: https://www.linkedin.com/in/anthonysaccaro/

This week on the podcast we delve into the rising interest in annuities as a response to current economic uncertainties. With market volatility, discussions of potential recessions, and global tensions, many retirees are seeking stability over growth, making annuities an attractive option for guaranteed income.​ We explore how annuities function, their benefits in providing a steady income stream, and the reasons behind their recent surge in popularity. However, it's essential to understand that annuities aren't a one-size-fits-all solution. We'll discuss scenarios where annuities might not be the best fit, highlighting potential drawbacks such as fees, liquidity concerns, and the importance of aligning financial products with individual retirement goals.​ Tune in to gain a comprehensive understanding of annuities and determine if they align with your retirement strategy in these unpredictable times.​ >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthonysaccaro.com Anthony's book: https://morelifethanmoneybook.com Amazon Author Page: https://amazon/author/anthonysaccaro YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills Facebook: https://www.facebook.com/Providence.FinancialInc/ Twitter: https://twitter.com/AnthonySaccaro LinkedIN: https://www.linkedin.com/in/anthonysaccaro/

In this episode of the Wealth Planning for the Modern Physician podcast, host David Mandell sits down with two highly respected medical leaders—Dr. Mark Figgie, Chief Emeritus of the Surgical Arthritis Service at the Hospital for Special Surgery (HSS), and Dr. Joel Press, Physiatrist-in-Chief at HSS—to explore their personal and professional journeys in medicine. Dr. Press shares how his diverse early experiences led him to physiatry, while Dr. Figgie recounts his balance between science, business, and a lifelong pursuit of education, including earning an MBA during his fellowship. The conversation shifts into a discussion of mentorship at the Hospital for Special Surgery, where both physicians have played key roles in developing a cross-disciplinary mentorship model to support younger doctors. Their focus extends beyond clinical guidance to include career development, personal financial planning, and wellness—areas often overlooked in traditional medical training. This approach fosters institutional collaboration and a stronger culture at HSS. Finally, the episode dives into physicians' relationships with industry. Dr. Figgie offers candid advice on contracts, intellectual property rights, and ethical considerations when working with device manufacturers. He emphasizes the importance of legal review and staying true to what benefits patients. Dr. Press adds insight into personal financial trust, suggesting that doctors build a "board of directors" for trusted guidance. The episode closes with a preview of future initiatives aimed at supporting physicians earlier in their careers through financial education and mentorship. Key Insights: Dr. Press discovered physiatry through a unique summer program, showing the value of early exposure to diverse specialties. Dr. Figgie pursued an MBA during fellowship, believing in the power of financial literacy for physicians. Mentorship at HSS now includes financial, administrative, and personal development components—not just clinical. A cross-specialty mentorship program allows different departments (e.g., orthopedics and radiology) to learn from one another. Many young physicians lack basic financial planning tools, leading to under-preparedness later in their careers. HSS has created a repository of recorded educational sessions covering mortgages, insurance, investing, and more. Dr. Figgie cautions against blindly signing industry contracts without legal review, especially when IP is involved. Relationships with medical device companies often include consulting, design input, or teaching—but require transparency. Dr. Press emphasizes the importance of building a trusted "personal board of directors" to help with life and career decisions. Future initiatives at HSS may include subsidized financial checkups for new physicians to kickstart long-term planning. 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 episode of the Providence Financial Retirement Show, we discuss the recent implementation of President Trump's tariffs and their potential impact on the economy and retirees. With tariffs reaching up to 145% on Chinese imports, consumers may face higher prices on everyday goods, from electronics to clothing. Anthony discusses how these tariffs, intended to protect domestic industries and influence trade negotiations, can lead to increased inflation and market volatility. For retirees on fixed incomes, this could mean a decrease in purchasing power and potential adjustments to retirement plans. The episode also explores strategies to mitigate these risks, emphasizing the importance of diversification and a balanced portfolio. By understanding the broader economic implications of tariffs, retirees can make informed decisions to safeguard their financial future. Listen in to gain insights on how to navigate the complexities of the current economic landscape and ensure a stable and secure retirement. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthonysaccaro.com Anthony's book: https://morelifethanmoneybook.com Amazon Author Page: https://amazon/author/anthonysaccaro YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills Facebook: https://www.facebook.com/Providence.FinancialInc/ Twitter: https://twitter.com/AnthonySaccaro LinkedIN: https://www.linkedin.com/in/anthonysaccaro/  

In this episode of the podcast, we delve into the often-overlooked emotional aspects of retirement planning. While market corrections, geopolitical tensions, and economic uncertainties can stir anxiety, it's the mastery over our emotional responses that truly determines retirement success.​ A successful retirement isn't solely about the size of your portfolio but about ensuring a steady income stream that lasts a lifetime. Drawing parallels between financial strategies and emotional preparedness, we discuss how understanding concepts like sequence of returns risk and maintaining a diversified portfolio can safeguard your retirement income. Moreover, we highlight the importance of having a well-thought-out plan that anticipates market volatility, ensuring that decisions are made based on strategy rather than emotion.​ Listen in to gain insights on how to align your financial plans with emotional resilience, ensuring that your retirement years are not only financially secure but also filled with peace of mind.​ >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthonysaccaro.com Anthony's book: https://morelifethanmoneybook.com Amazon Author Page: https://amazon/author/anthonysaccaro YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills Facebook: https://www.facebook.com/Providence.FinancialInc/ Twitter: https://twitter.com/AnthonySaccaro LinkedIN: https://www.linkedin.com/in/anthonysaccaro/

I sat down in person at the IFA (International Franchise Association) with my friend and fraternity brother Dan Axelrod, VP and Wealth Advisor at Bernstein Private Wealth Management.Dan works with franchisees, franchisors, and business owners on pre- and post-transaction planning to protect their wealth when they exit—and today, he's giving YOU the same insider tips he shares with multimillion-dollar clients.✅ How do you avoid paying more to Uncle Sam than necessary?✅ What are the biggest mistakes business owners make when selling?✅ How do you build your dream team to secure your financial future?

In this episode, Steve talks to Mahesh Shahdadpuri about wealth planning, its importance and the different areas to consider. This is a really important, and often over-looked, area of your wealth journey. Speakers:Steve Brice, Global Chief Investment Officer, Standard Chartered BankMahesh Shahdadpuri, Head of Wealth Planning - Europe, Middle East & Africa, Standard CharteredFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

In this week's podcast, we delve into four critical aspects of retirement planning that can significantly impact your financial future.​ - Roth Conversions: This strategy involves transferring funds from a traditional IRA or 401(k) to a Roth IRA, paying taxes on the converted amount now to enjoy tax-free withdrawals later. It's particularly beneficial if you anticipate higher tax rates in the future or want to reduce required minimum distributions (RMDs) in retirement. ​ - Inflation: Over time, rising prices can erode the purchasing power of your retirement savings. Even modest inflation rates can significantly impact your ability to maintain your desired lifestyle, making it essential to incorporate inflation-protected investments into your portfolio. ​ - Sequence of Returns Risk: This refers to the danger of experiencing poor investment returns early in retirement, which can deplete your portfolio more rapidly due to simultaneous withdrawals. Implementing strategies like adjusting withdrawal rates or maintaining a diversified portfolio can help mitigate this risk. ​ - Bonds: Traditionally seen as a stable income source, bonds can provide diversification and reduce overall portfolio volatility. However, in certain economic climates, such as periods of rising interest rates or inflation, bonds may underperform, necessitating a reassessment of their role in your investment strategy. ​ Listen in as we explore these topics to help you make informed decisions for a secure and comfortable retirement.​  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthonysaccaro.com Anthony's book: https://morelifethanmoneybook.com Amazon Author Page: https://amazon/author/anthonysaccaro YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills Facebook: https://www.facebook.com/Providence.FinancialInc/ Twitter: https://twitter.com/AnthonySaccaro LinkedIN: https://www.linkedin.com/in/anthonysaccaro/

In this episode, we explore how retirement planning can resemble a magic show—filled with illusions that may mislead.We'll discuss how perceived low-risk investments might carry hidden dangers, the importance of distinguishing between market volatility and actual financial loss, and the value of having a knowledgeable advisor to guide you through the complexities. Just as a magician's assistant is crucial to the performance, a trusted financial advisor can be essential in navigating your retirement journey. Join us as we uncover the truths behind the myths and help you plan for a retirement that's grounded in reality.​ Listen in.  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthonysaccaro.com Anthony's book: https://morelifethanmoneybook.com Amazon Author Page: https://amazon/author/anthonysaccaro YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills Facebook: https://www.facebook.com/Providence.FinancialInc/ Twitter: https://twitter.com/AnthonySaccaro LinkedIN: https://www.linkedin.com/in/anthonysaccaro/

จีนสั่ง ‘แบน' การส่งมอบเครื่องบิน Boeing ตอบโต้ภาษีทรัมป์ กระทบบริษัทยักษ์ใหญ่อเมริกาเต็มๆ รายละเอียดเป็นอย่างไร สถานการณ์ทองคำในเวลานี้ได้รับอิทธิพลจากอะไรบ้าง แนวโน้มเป็นอย่างไร พูดคุยกับ ศิริลักษณ์ ปโกฏิประภา ผู้อำนวยการฝ่ายวิเคราะห์ บจก.ฮั่วเซ่งเฮง โกลด์ ฟิวเจอร์ส ทำความรู้จัก ‘พินัยกรรมชีวิต' คืออะไร มีความสำคัญแค่ไหน พูดคุยกับ ดร.นิติ เนื่องจำนงค์ ผู้อำนวยการอาวุโส Wealth Planning and Family Office ธนาคารไทยพาณิชย์

จีนสั่ง ‘แบน' การส่งมอบเครื่องบิน Boeing ตอบโต้ภาษีทรัมป์ กระทบบริษัทยักษ์ใหญ่อเมริกาเต็มๆ รายละเอียดเป็นอย่างไรสถานการณ์ทองคำในเวลานี้ได้รับอิทธิพลจากอะไรบ้าง แนวโน้มเป็นอย่างไร พูดคุยกับ ศิริลักษณ์ ปโกฏิประภา ผู้อำนวยการฝ่ายวิเคราะห์ บจก.ฮั่วเซ่งเฮง โกลด์ ฟิวเจอร์สทำความรู้จัก ‘พินัยกรรมชีวิต' คืออะไร มีความสำคัญแค่ไหน พูดคุยกับ ดร.นิติ เนื่องจำนงค์ ผู้อำนวยการอาวุโส Wealth Planning and Family Office ธนาคารไทยพาณิชย์

You've worked hard all your life to build significant wealth but now face the challenge of protecting what you've built while creating a meaningful legacy. Join Bryan Bibbo as he welcomes Chad Weigl, CFF, BPC, NSSA, a seasoned retirement planning professional and lead advisor at JL Smith, to explore comprehensive asset management strategies designed specifically … Continue reading Episode 41: Wealth Planning for Legacy, Lifestyle, & Taxes →

On this week's Money Matters, Scott and Victoria Bogner, Allworth's Head of Wealth Planning, break down the current market volatility and its implications for investors. They explore the rise of algorithmic trading, the unpredictability of today's markets, and how to maintain a long-term investment strategy when short-term turbulence strikes. Victoria shares actionable insights on seizing opportunities during downturns, like Roth conversions and tax-loss harvesting as smart tactics for proactive investors. Scott and Victoria also unpack what's happening in bonds and equities, why buffered ETFs matter right now, and how political and technological forces are shaping the economic landscape. Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs 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.    

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.

Michelle Slawny, Director of Wealth Planning, and Heather Weller, Senior Vice President and Personal Trust Manager, at Associated Bank join Lisa Dent to discuss wealth management. They highlight IRAs, 401k, and retirement planning.

Episode 087: This week, Kyle Van Pelt talks with Rick Simonetti, CEO and Head of Wealth Planning of Fidelis Capital Partners, to explore what it takes to serve ultra-high-net-worth families with excellence. Rick shares how Fidelis was built on the foundation of faithfulness—delivering on promises through deep collaboration, proactive planning, and personalized service. They discuss the importance of mentorship, family meetings, interdisciplinary teams, and how true success lies in preparing future generations. From structuring internal teams to navigating external partnerships, Rick offers practical wisdom for firms looking to elevate their service model and create lasting impact for their clients. In this episode: (00:00) - Intro (02:54) - Rick's money moment (05:50) - CPA firms vs. wealth management: business model breakdown [10:45] - Building collaborative relationships with experts (16:35) - Why “faithfulness” became the foundation of Fidelis (19:40) - Succession by design: mentorship and developing next-gen advisors (26:55) - Crafting custom solutions for ultra-high-net-worth families (32:24) - The power of integration: inside Fidelis' team-based model (36:30) - How Fidelis earns trust and referrals from ultra-high-net-worth clients (42:32) - Rick's outlook on the future of serving ultra-high-net-worth clients  (46:29) - Milemarker Minute Key Takeaways Financial plans don't fail because they were poorly designed—they fail because they weren't maintained, optimized, or passed on well. Advisors should prioritize family meetings and mentorship to ensure heirs are ready to step into leadership when the time comes. Wealth managers don't have to do it all in-house. In fact, creating strong, collaborative relationships with attorneys and CPAs leads to better outcomes for clients and smoother execution. The key is showing you're there to make everyone's job easier—not replace them. At Fidelis, planning and investment professionals sit in the same meetings with clients. This integrated approach allows for real-time problem-solving, clearer communication, and a seamless experience for families. It's a model built on visibility, not silos. Mentorship creates real succession—not disruption. Fidelis intentionally develops “next-up” advisors by embedding them in client relationships long before a transition is needed. It's a model that preserves institutional knowledge, builds trust, and gives clients peace of mind about who's carrying the torch next. Quotes "One of the foundational elements of our firm was that we wanted to be faithful to the promise of serving multiple generations." ~ Rick Simonetti “There's just no better endorsement, nothing more humbling and nothing for which we're more grateful than being able to serve families the way that we do, which results in them being thrilled to the point of saying, ‘Hey, I'm going to entrust someone I care deeply about to you.'” ~ Rick Simonetti "Nothing replaces sitting with clients and talking through issues, hosting family meetings, having all these questions come up and then figuring out how to explain them in a way that makes the complex simple or understandable." ~ Rick Simonetti Links  Rick Simonetti on LinkedIn Fidelis Capital Partners Wells Fargo Joe Diffley Merrill Lynch Christopher Gunster Neale Ellis Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

เศรษฐกิจชะลอ บวกกับความไม่แน่นอนของนโยบายภาษีทรัมป์ 2.0 ฉุดยอดตั้งธุรกิจใหม่ของไทย 2 เดือนแรก ปิดกิจการแล้ว 2,218 ราย สวนทางทุนต่างชาติที่พุ่งขึ้น 68% รายละเอียดเป็นอย่างไร พินัยกรรมมีความสำคัญอย่างไร พูดคุยกับ ดร.นิติ เนื่องจำนงค์ ผู้อำนวยการอาวุโส Wealth Planning and Family Office ธนาคารไทยพาณิชย์

เศรษฐกิจชะลอ บวกกับความไม่แน่นอนของนโยบายภาษีทรัมป์ 2.0 ฉุดยอดตั้งธุรกิจใหม่ของไทย 2 เดือนแรก ปิดกิจการแล้ว 2,218 ราย สวนทางทุนต่างชาติที่พุ่งขึ้น 68% รายละเอียดเป็นอย่างไรพินัยกรรมมีความสำคัญอย่างไร พูดคุยกับ ดร.นิติ เนื่องจำนงค์ ผู้อำนวยการอาวุโส Wealth Planning and Family Office ธนาคารไทยพาณิชย์

On this week's Money Matters, Scott and Pat guide a multi-millionaire through the decision of whether a lake house makes sense as an investment. They also help a father navigate the potential overfunding of a college savings plan. Plus, Victoria Bogner, Allworth's Head of Wealth Planning, joins the show to discuss why having the right estate plan is critical, especially for those in second marriages. She shares creative strategies to prevent unintentional disinheritance, ensure assets are properly allocated, and maximize investment potential. Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs 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 special episode, Gabriel Shahin, CFP® and host of 'More Knowledge, More Wealth,' celebrates the 10-year anniversary of Falcon Wealth Planning. Tune in as Gabriel shares the firm's remarkable journey from its humble beginnings with eight clients to managing nearly 1.5 billion dollars in assets. Discover the values and principles that set Falcon Wealth apart, such as a client-first approach, comprehensive financial services, and a focus on providing respect and dignity to clients. Learn about the firm's growth, the challenges faced, and the future vision for continued success. Whether you're a client or someone interested in personal finance, this episode offers valuable insights and inspiration.Schedule a free assessment: https://www.falconwealthplanning.com/...Follow our socials: https://linktr.ee/falconwealthplanning

Elaina Kim Benfield is joined by Lora Robertson, a Wealth Management Advisor at Merrill, to delve into the multifaceted world of wealth planning. Lora shares invaluable insights on the significance of understanding your assets and investments, paying yourself first, saving early and often, strategic retirement planning, and preparing for life's unexpected events. If you'd like to connect with Lora or Elaina, you can find their LinkedIn profiles below: Lora Robertson: https://www.linkedin.com/in/lora-robertson-89485aba/ Elaina Kim Benfield: https://www.linkedin.com/in/ekbenfield/

After decades of smart financial decisions, many people find themselves with more wealth than they anticipated. This brings new questions about preservation and legacy planning. This week, Mac and Jason discuss generational wealth planning and how to approach these decisions thoughtfully. You'll learn about different account structures, tax considerations, and strategies for maintaining wealth across generations. The guys also share insights about family communication and financial education that can help prevent common pitfalls. Don't forget to subscribe for more practical advice from the SK team!  

Send us a textShownotes can be found at https://www.profitwithlaw.com/470.How can whole life insurance pave the way for generational wealth?Join Moshe Amsel and Tom Wall, a keynote speaker and expert in permanent life insurance-based strategies as they share their insights on how whole life insurance can be used as a tool for retirement, tax strategy, and wealth creation. Moshe and Tom delve into the advantages of whole life insurance beyond just coverage for loved ones, exploring its potential as a conservative asset with tax-free growth and as a liquidity tool for business owners and real estate investors.Listen now to learn how to leverage whole life insurance as a strategic asset in achieving generational wealth!Chapters:[00:00] Introduction to Tom Wall[05:35] When Business Owners Should Consider Whole Life Insurance[12:00] Can You Retire on Your Policy's Cash Value?[14:32] Borrowing & Tax Benefits: Using Whole Life Insurance as a Business Asset[21:28] 401(k) vs. Whole Life[30:49] Managing Risk, Taxes & Access: Why Whole Life is the Best “Boring” Money[41:31] Tom's Parting Piece of AdviceResources mentioned:Book your FREE strategy session today!: profitwithlaw.com/strategysessionTake the Law Firm Growth Assessment and find out how you rate as a law firm owner! Check out our Profit with Law YouTube channel!Learn more about the Profit with Law Elite Coaching Program hereConnect with Tom Wall: Instagram | LinkedInPermission to Spend: Maximize Your Retirement with the Best-Kept Secret in Personal Finance by Tom Wall - https://www.amazon.com/Permission-Spend-Maximize-Retirement-Best-Kept/dp/1959840215Join our Facebook Community: https://www.facebook.com/groups/lawfirmgrowthsummit/To request a show topic, recommend a guest or ask a question for the show, please send an email to info@dreambuilderfinancial.com.Connect with Moshe on:Facebook - https://www.facebook.com/moshe.amselLinkedIn - https://www.linkedin.com/in/mosheamsel/

‘ทรัมป์' จ่อเก็บภาษีรถยนต์-ชิป-เวชภัณฑ์ 25% เริ่ม 2 เม.ย. นี้ ฟาก WTO ออกโรงเตือนสหรัฐฯ ป่วนการค้า โลกเสี่ยงเผชิญเศรษฐกิจถดถอย รายละเอียดเป็นอย่างไร การบริหารจัดการทรัพย์สินหลังจากจดทะเบียนสมรส จดหรือไม่จดมีข้อดีและข้อเสียอย่างไร พูดคุยกับ ดร.นิติ เนื่องจำนงค์ ผู้อำนวยการอาวุโส Wealth Planning and Family Office ธนาคารไทยพาณิชย์

The most common question advisors get is, “What should I do with my money?” The most common answer? “It depends.” Today, we explore the “why” behind that question and dive deeper into how it connects to your evolving life goals. In this episode of Off the Wall, hosts Jessica Gibbs, CFP®, and David B. Armstrong, CFA®, are joined by Marla Sofer, founder of the fintech startup, Knomee. We discuss the journey to self-actualization, how understanding your purpose influences financial decisions, and why clarity on your goals makes money management easier. But how do you define your purpose and communicate it effectively to your advisor? Tune in to find out! “You might be an expert, but it doesn't mean you're making the right decisions for yourself.” Please see important podcast disclosure information at https://monumentwealthmanagement.com/   Episode Timeline/Key Highlights: 0:00 Introduction & Important Disclosure 1:33 Knomee and Aligning Wealth With Personal Values 12:00 Self-Actualization or Vocational Independence? 16:25 Financial Goals and Retaining an Advisor 24:00 Work as a Purposeful Choice Within Purposeful Wealth 27:40 Should you “DIY” Your Investing and Wealth Planning? 31:43 What to Look For in an Advisor 33:30 Matchmaking, Relationships, and Your Financial Advisor 37:39 The Knomee Journey 43:05 LinkedIn Influencing 46:26 Concluding Thoughts About Marla Sofer: Marla Sofer, Founder and CEO of Knomee, is reshaping the way individuals—and their financial advisors—approach wealth and financial confidence. With leadership experience at BlackRock, Microsoft, and JP Morgan, she saw firsthand how the financial industry prioritizes products over solutions. Frustrated by the lack of meaningful personalization, she built Knomee to change that. Knomee introduces the concept of Financial Identity™, helping individuals uncover their values, clarify their financial priorities, and align their money with what truly matters. It's a tool for self-discovery, financial empowerment, and stronger connections—whether with existing advisors or finding the right one. For wealth advisors, Knomee serves as a breakthrough discovery platform—helping them engage clients on a deeper level, strengthen relationships, and ensure their advice aligns with evolving life goals. Marla is a recognized thought leader with 13,000+ LinkedIn followers, recently named an executive woman to know by Wednesday Women. Whether you're an individual seeking clarity or an advisor looking to differentiate, Marla's insights and Knomee's approach are transforming the future of financial advice.   Connect with Marla on LinkedIn: https://www.linkedin.com/in/marlasofer/ Learn more about Knomee: https://www.knomee.com/ and https://www.knomee.com/advisor Connect with Knomee on YouTube: https://www.youtube.com/@KnomeeApp Connect with Knomee on Instagram: https://www.instagram.com/knomeeapp/ Connect with Knomee Knomee on Facebook: https://www.facebook.com/KnomeeApp/ Connect with Monument Wealth Management:  Visit our website: https://bit.ly/monumentwealthwebsite   Follow us on Instagram: https://bit.ly/MonumentWealthIG   Connect on LinkedIn: https://bit.ly/MonumentWealthLI   Connect on Facebook: https://bit.ly/MonumentWealthFB   Connect on YouTube: https://bit.ly/YouTubeMWMFit  Subscribe to Monument #Unfiltered: https://bit.ly/monumentunfiltered   About “Off the Wall”:  OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.   Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.  

Dr. Jay joins the show to dive deep into the unique challenges and opportunities of financial planning for the child-free community. In this episode we discuss investment strategies for the childfree, the societal pressures faced by those choosing to be child-free, and the unique financial planning considerations for those without a next generation to pass their wealth onto. Connect with Childfree WealthWebsiteWorldwise Capital Links⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YoutubeWebsitePrivate Community AccessStrategy Session

Listen in as host David Mandell interviews financial advisor Jay Zigmont PhD, MFA, CFP®, the CEO of Childfree Wealth. David begins that he had read's Jay first book and was extremely interested in the topic—as he and his wife Sheila do not have children. He and Jay then discuss Jay's background and how he came to direct his career around helping child-free clients. Jay then shares some statistics from various studies about the prevalence of childfree people and how this demographic is growing rapidly. David and then dig into the various ways traditional financial planning misses the mark for childfree people—working backwards from estate planning to present day financial decisions. David makes the point that even folks with kids or grandkids can learn from tactics that childfree people use often. Jay then provides to David and the audience a few resources that childfree people can utilize if they are interested and concludes with Jay emphasizing the importance of community. Key Points: Childfree Wealth Defined: Childfree Wealth caters to individuals who do not have children by choice or circumstance, representing a significant and underserved demographic in financial planning. 25% of the U.S. Population is Child-Free: Research indicates that 25% of Americans are child-free or permanently childless, highlighting a large, often overlooked segment of the population. Lack of Representation in Financial Planning: Traditional financial planning is geared towards families with children, leaving child-free individuals with advice that doesn't align with their unique needs. Financial Impacts for Child-Free Individuals: Child-free people often focus less on wealth transfer to future generations and more on living fulfilling lives, with different priorities such as disability insurance, long-term care, and lifestyle investments. Higher Net Worth Among Child-Free People: Research from Pew shows that child-free individuals tend to have higher net worth, and gender pay gaps are significantly reduced within this group. Learn more, including additional show notes, links, and more, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

Got debt to pay off? You might relate to Leo, a personal finance journalist who's focused on financial stability over FIRE—at least for now. With six figures in student loans and credit card debt, Leo found themselves in a tough spot after being laid off with no safety net. Determined never to end up in that position again, they began chipping away at their debt, working toward financial peace of mind instead of a relentless grind to early retirement. Leo shares why their approach to financial freedom is different. While they don't want to wait until sixty-five to retire, they've crafted a “wealth plan” that balances paying off debt, building a safety net, and creating a better life today.  In this episode, Leo dives deep into budgeting tips, debt repayment strategies, and the unique financial challenges faced by LGBTQ+ individuals. Tired of the all-out grind to FIRE and want “financial stability” instead? Leo has just what you need!  In This Episode We Cover Why financial stability can be just as important as the FIRE grind Leo's practical strategies for budgeting and paying off six-figure debt How to create a wealth plan that supports your life—even while tackling debt The sacrifices worth making (and the ones that aren't!) in your financial journey Why an “accountability buddy” is a cheat code for achieving your financial goals  And So Much More!   Links from the Show Mindy on BiggerPockets Scott on BiggerPockets Listen to All Your Favorite BiggerPockets Podcasts in One Place Join BiggerPockets for FREE Email Mindy: Mindy@biggerpockets.com Email Scott: Scott@biggerpockets.com BiggerPockets Money Facebook Group Follow Leo on Instagram Support Today's Show Sponsor, Connect Invest, the Alternative Way to Earn Passive Income Through Real Estate Get Your Finances in Order with “Set for Life” Find an Investor-Friendly Agent in Your Area How to Pay Off Credit Card Debt FAST 00:00 Intro 03:41 Serious Credit Card Debt 06:26 Feeling Financial Shame? 08:40 Paying Down Six-Figure 10:33 Wealth "Planning" 13:37 Budgeting Their Debt Payoff 15:52 Financial Stability > Independence 20:06 Does FIRE Change You? 22:10 Best FIRE Advice? 26:23 Connect with Leo! Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-593 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com Learn more about your ad choices. Visit megaphone.fm/adchoices