POPULARITY
Your brain is either getting stronger or getting weaker. There is no neutral, gentlemen. Today Jim Kwik breaks down why comfort, convenience, and cognitive offloading to AI are quietly making men mentally soft, and what it actually takes to build what he calls "cognitive reserve" which is the difference between a man who stays sharp, independent, and capable as he ages and one who doesn't. We get into why peace comes from capacity, not comfort, why self-trust is built by keeping promises to yourself instead of anybody else, and Jim's personal framework for using AI to sharpen your thinking instead of replacing it. If you feel like your focus is slipping, your discipline softening, or your identity too wrapped up in a job title that could be taken from you tomorrow, this episode might be the reset. SHOW HIGHLIGHTS 00:00 Shift from Achievement to Fulfillment 03:51 Avoiding Modern Distractions & Media Outrage 06:00 Developing Mental Sovereignty in the Age of Information 08:20 The Danger of Cognitive Surrender to AI 11:35 Comfort Crisis and the Value of Struggle 14:01 Building Human Intelligence Through Challenge 18:44 How Modern Conveniences Weaken Mental Muscles 21:33 Navigating Difficult Conversations & Growth 25:50 Building Self-Trust by Keeping Promises 28:08 Character, Wealth Transfer, and Raising Resilient Kids 31:00 Understanding Cognitive Reserve and Brain Health 35:21 Cognitive Offloading vs. Building Real Intelligence 37:40 The B.U.I.L.D. Framework for Using AI 41:02 Overcoming Childhood Labels and Traumatic Injury 46:44 What AI Can Never Replace in Humans 48:38 The H.U.M.A.N. Framework for Personal Evolution 52:27 Decoupling Your Identity From External Roles 57:08 Standing in the Arena and Overcoming Criticism 01:00:03 Why Adaptation is Critical for Modern Leadership 01:03:51 Limitless Daily: The 5-Minute Morning Mental Upgrade 01:09:00 Protecting Your Morning Attention Window Battle Planners: Pick yours up today! Order Ryan's new book, The Masculinity Manifesto. For more information on the Iron Council brotherhood. Want maximum health, wealth, relationships, and abundance in your life? Sign up for our free course, 30 Days to Battle Ready
A lot of people think their estate planning is complete once the legal documents are signed. But for retirees and families with complex assets, those documents may not be enough if trusts, beneficiary designations, account ownership, and tax planning aren't coordinated. In this episode, Larry Heller, CFP®, CDFA®, speaks with Dominick J. Parillo, JD, CFP®, Director of Wealth Transfer at Savant Wealth Management, about the estate planning details families often overlook. They explain how an unfunded revocable living trust can still lead to probate, why beneficiary designations may override a will, and how account ownership can affect New York estate tax planning. They also discuss powers of attorney, healthcare documents, inheritance protection, trustee selection, and why your estate plan should continue to evolve as your family, finances, and wishes change. Larry and Dom discuss: Why signing estate planning documents doesn't mean the planning is finished Why funding a revocable living trust is important for avoiding probate How beneficiary designations and account ownership may override a will What married couples should know about New York estate tax planning How continuing trusts and trustee selection may help protect an inheritance And more! Resources: Is It Time to Update Your Estate Plan? Why State Estate Tax Planning Matters Connect with Dominick J. Parillo: Dominick J. Parillo, JD, CFP® | Savant Wealth Management LinkedIn: Dominick J. Parillo LinkedIn: Savant Wealth Management Connect with Larry Heller: (631) 248-3600 Schedule a 20-Minute Call Heller Wealth Management LinkedIn: Larry Heller, CFP®, CDFA®, CPA YouTube: Retirement Unlocked with Larry Heller, CFP® About Our Guest: Dominick “Dom” J. Parillo, JD, CFP®, is Director of Wealth Transfer at Savant Wealth Management. Based in Manassas, Virginia, he helps high-net-worth families and business owners coordinate estate planning, trust administration, wealth transfer, and legacy decisions. Heller Wealth Management is now part of Savant Wealth Management. Savant is a Registered Investment Advisor. This content is provided for informational and educational purposes only and should not be construed as personalized investment advice. Effective March 31, 2026, Heller Wealth Management joined Savant Wealth Management (“Savant”). A copy of Savant's current written disclosure Brochure discussing our advisory services and fees is available at www.savantwealth.com/disclosure-brochures/
Will your wealth go to your family—or be slowly chipped away by taxes, healthcare costs, and poor planning? In this episode, Jim Fox breaks down the realities behind the so-called Great Wealth Transfer and explains why preserving assets requires more than simply growing a portfolio. He discusses tax-efficient income strategies, Roth conversions, Medicare-related tax considerations, long-term care planning, and ways to help beneficiaries receive assets more efficiently. The conversation highlights how thoughtful planning can uncover opportunities, reduce surprises, and help retirees make informed decisions about the wealth they’ve spent a lifetime building. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.
Investing in Real Estate with Clayton Morris | Investing for Beginners
A $124 trillion wealth transfer is happening right now, and if you're a regular, hardworking American, you're on the losing end of it. Bank of America just released a study this week confirming what I've been warning you about for years. The greatest transfer of wealth in human history is already underway. It's time to pay attention to this, because most people still don't see this trap.On this episode of Investing in Real Estate, you're going to learn about the three forces converging right now in 2026 that are accelerating this wealth transfer. Plus, we're going to discuss why saving money is so destructive in this environment, and what you can do instead.
In Kim on a Whim, co-host Kim St. Onge and host Marc Cox analyze the "Great Wealth Transfer," an estimated $124 trillion intergenerational asset movement from Baby Boomers to Millennials over coming decades. Kim highlights research detailing inheritance disputes and family litigation, emphasizing the importance of detailed documentation, trustees, and estate planning structures. Marc details long-term healthcare cost variables, Medicaid five-year look-back rules, and tax-advantaged wealth preservation strategies, including Variable Universal Life (VUL) policies for generational financial planning. Hashtags: #KimOnAWhim #GreatWealthTransfer #EstatePlanning #Inheritance #FinancialPlanning #VUL #MedicaidRules
Hour 1 opens with the host returning to the morning show following a short leave after taking his youngest daughter to college. The hosts examine media commentator Clay Travis's recent $10 million challenge and former NBA players Enes Kanter Freedom and Royce White declaring for the WNBA draft to highlight league gender eligibility policies. On The Shortlist, the hosts react to campaign statements from Michigan Democratic U.S. Senate nominee Abdul El-Sayed and U.S. Representative Alexandria Ocasio-Cortez, alongside remarks from Senator Marsha Blackburn on the SAVE America Act and Senate filibuster rules. In Segment 3's Kim on a Whim, the hosts analyze the $124 trillion "Great Wealth Transfer" from Baby Boomers to Millennials, reviewing estate planning strategies, Medicaid five-year look-back rules, and Variable Universal Life (VUL) policies. Hour 1 concludes with analysis of President Trump designating former Missouri Assistant U.S. Attorney Will Scharf as incoming White House Counsel. Hour Hashtags #WNBA #EnesKanterFreedom #AbdulElSayed #SAVEAct #GreatWealthTransfer #EstatePlanning #WillScharf #WhiteHouseCounsel
Google is reshuffling its AI team, moving Demis Hassabis from CEO to chairman of Google DeepMind. Hassabis will also take over the chief scientist role of Alphabet after the current chief scientist Jeff Dean leaves the company. The Wall Street Journal is reporting that President Trump has called Federal Reserve Chairman Kevin Warsh multiple times since Warsh stepped into his role. Google board member and former Fed vice chairman Roger Ferguson weighs in on both Google's AI strategy and the relationship between the central bank and the White House. Plus, Jamie Dimon has a warning for investors, CNBC's Sharon Epperson reports on the major wealth transfer from boomers, including the complicated inheritance of real estate. Roger Ferguson 23:17 Sharon Epperson 35:34 In this episode: Sharon Epperson, @sharon_epperson Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Send us Fan MailWhat happens when wealth passes from one generation to the next, but families have never learned how to talk about money, inheritance, or legacy?In this episode of The Wealth Vibe Show, Vinki Loomba sits down with Lauren Klein, Esq., Co Founder of Flourish Law Group and host of the Legal and Wealthy Podcast, to explore why estate planning goes far beyond legal documents. They discuss how properly structured assets, funded trusts, regular plan reviews, and honest family conversations can help protect wealth, reduce conflict, and preserve relationships for future generations.Key TakeawaysWhy estate planning should begin early and evolve alongside your family, assets, and financial growthHow properly titling assets and funding a trust can help families avoid probate and unnecessary legal expensesWhy estate plans should be reviewed regularly rather than treated as one-time documentsHow asset protection strategies can reduce exposure across real estate, businesses, retirement accounts, and personal property.A Question Every Family Should ConsiderWhen wealth passes from one generation to the next, what determines whether it becomes a gift that strengthens the family or a burden that divides it?Lauren's answer is clear: thoughtful planning matters, but planning alone is not enough. Families also need communication, organization, trusted professional guidance, and the willingness to address difficult questions before circumstances force them to.About Lauren Klein, Esq.Lauren Klein is a trusts and estates attorney, Co Founder of Flourish Law Group, a law professor, real estate investor, and host of the Legal and Wealthy Podcast.Connect With LaurenInstagram: @LawyerLaurenKleinWebsite: FlourishLawGroup.comFinal TakeawayA meaningful legacy is not created through legal documents alone.It is built through intentional conversations, properly structured assets, ongoing communication, and decisions made before a family is forced to navigate them during a crisis.
Send us Fan MailTune in to listen to the full podcast!Support the showFollow us @https://twitter.com/loombainvesthttps://www.instagram.com/loombainvesthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting
Philanthropic director Abby Axelrod-Wunderman of Fiduciary Trust International joins Molly Wood to talk about the overlooked role of philanthropy in funding climate solutions. Even though only a tiny share of global giving currently goes toward climate, Abby explains why that definition is expanding to include health, resilience, infrastructure, food systems, education, and community well-being—and how younger donors and the great wealth transfer could shift priorities. They dig into donor-advised funds, private foundations, unrestricted giving, climate as a lens across issue areas, and why philanthropy can act as catalytic capital by taking early risks that government and business often can't.In this episode, we cover:Why climate philanthropy still receives only a small fraction of total global giving, even as climate impacts touch nearly every other issue areaHow wealth advisors help donors connect their values to climate-related giving through health, education, food, agriculture, resilience, and infrastructureAbby's path into climate philanthropy through a family foundation in South Florida, where the conversation has shifted from “is climate change real?” to which solutions can scaleWhy philanthropy cannot solve the climate crisis alone, but can act as catalytic capital by piloting ideas, funding advocacy, and taking early risksHow donor values, timelines, resources, and risk tolerance shape philanthropic strategyFundable climate strategies Abby sees gaining traction, including clean energy, batteries, methane, food systems, conservation, restoration, resilience, public engagement, and educationWhy younger generations are often initiating climate giving conversations—and how those interests can pull older generations into the workHow donor-advised funds work, why they can be simpler than private foundations, and why some donors value the ability to give anonymouslyThe debate over whether donor-advised funds can become “holding cells” for charitable money—and how education and advising can help move funds out the doorThe difference between restricted and unrestricted grants, and why flexibility and long-term support are especially important for climate-vulnerable regionsHow modern philanthropy may be moving toward a hybrid model that combines rigorous due diligence and metrics with trust-based, flexible givingWhy the great wealth transfer, AI wealth creation, and a new generation of donors could create a major opportunity to move more money into climate solutionsHow to tell the broader climate story: climate is not a niche issue, but a lens through which to understand health, education, infrastructure, migration, air quality, heat, and community resilienceLinks:Fiduciary Trust International: https://www.fiduciarytrust.com/Everybody in the Pool: https://www.everybodyinthepool.com/Subscribe to the Everybody in the Pool newsletter: https://www.mollywood.co/Become a member for the ad-free version of the show: https://everybodyinthepool.supercast.com/Join our Discord: https://discord.gg/2EsDhwQC2z Hosted on Acast. See acast.com/privacy for more information.
Help Stop The Genocide In American Ghettos Podcast is a platform for ordinary law abiding citizens from Emmanuel Barbee friends list and from his social groups who are Black Artists, African Artists, Allied Healthcare professionals, Church Leaders, and Black Entrepreneurs, African Entrepreneurs who want to promote their products and services to our listeners from the global community. This no holds-barred talk show focuses on promoting Grassroots Community Advocacy, Business, Finance, Health, Community-Based Solutions, Employment, Social Issues, Political Issues, Black Issues, African Issues and Christianity which speaks to the interests of our listeners. Broadcasting on multiple social networks throughout the United States and around the globe. This show will provide insight on how our creative abilities can be used to create economic tangibles in our communities, neighborhoods and in Black countries. The Grass Roots Community Activist Movement is about uniting the low income Black Community with the African Immigrant Community starting in Chicago and eventually throughout the Diaspora. Emmanuel is not just online to sell his Revised Book and items from his Virtual Store or just trying to get donations for his Film Project but rather his aim is to recruit like minded Black Americans, like minded African Immigrants from 10 African nations within in the United States of America to assist him in building the best Black Christian Business within the United States called the Grass Roots Community Activist Institute of Chicago. Our objective is for us to build our own network, our own Community Grocery Store, Community Healthcare Clinic and Community Housing. #NotAnother34Years #M1 #DAS-FM #JoinGRCAM
The number of Americans 65 and older is expected to nearly double by 2060 — reaching 95 million people. You may have heard about the massive wealth transfer slated to come from Baby Boomers to younger generations, but new reporting finds that the high cost of elder care is wiping out the money some older adults had hoped to leave to their heirs. Also, we'll parse some of the economic data the Federal Reserve Open Market Committee is considering as it convenes today and tomorrow.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Stories featured in this episode:The "Great Wealth Transfer" may be smaller than expected
The number of Americans 65 and older is expected to nearly double by 2060 — reaching 95 million people. You may have heard about the massive wealth transfer slated to come from Baby Boomers to younger generations, but new reporting finds that the high cost of elder care is wiping out the money some older adults had hoped to leave to their heirs. Also, we'll parse some of the economic data the Federal Reserve Open Market Committee is considering as it convenes today and tomorrow.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Stories featured in this episode:The "Great Wealth Transfer" may be smaller than expected
A historic $93 trillion wealth transfer is underway, but passing on wealth takes more than a will. In this episode, Josh discusses why estate planning, long-term care, trusts, and open family conversations are essential to protecting your legacy. Learn how to prepare your heirs, avoid common planning mistakes, and help ensure your wealth benefits the next generation the way you intend. Can't get enough of The Financial Quarterback? Click ‘Subscribe' so you never miss a play. If you're enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!
FREEDOM - HEALTH - HAPPINESSFor the full episodes, bonus content, back catalogue, and monthly Live Streams, please subscribe to either:The paid Spotify subscription here: https://creators.spotify.com/pod/show/docmalik/subscribe The paid Substack subscription here: https://docmalik.substack.com/subscribeThank you to all the new subscribers for your lovely messages and reviews! And a big thanks to my existing subscribers for sticking with me and supporting the show! ABOUT THIS CONVERSATION: Alex returns on the show and blows the lid on wealth management, QE, bond markets and pensions, and how the rich and powerful enrich themselves at our expense. EnjoyDocLinks Website https://www.berkshirewilliams.com/MY CONSULTATION SERVICEIn a world of rushed consultations and endless referrals, I offer you something rare: time, context, and clear guidance.I can help you:• Understand your diagnosis in plain English• Simplify treatment plans and medical jargon• Prepare for surgery and optimise recovery• Improve chronic illness through lifestyle and mindset• Explore holistic approaches alongside conventional care• Ask better questions and get unbiased guidance• Obtain an independent second opinionReady to Take Control?Book here today https://docmalik.com/consultations/ Check out my AFFILIATE LINKS - visit my website https://docmalik.com/affiliates/ for more detailsSeagreenUse the code DOCMALIKhttps://seagreens.shop/go/docmalik/Heracles Wellness SaunaUse the code DOCMALIK3 at checkout to get 3% off all productshttps://heracleswellness.co.ukHunter & Gather Foodshttps://hunterandgatherfoods.com/?ref=DOCHG BUY HERE TODAYUse DOCHG to get 10% OFF your purchaseNudum SkincareUse my code DocMalik10 at checkout to get 10% off your order.https://www.nudumskincare.co.uk/Greenscents Laundry LiquidUse code GSAHMADMALIK when ordering to receive a discount.https://greenscents.co.uk?bg_ref=pmW7ecKqjqIMPORTANT NOTICEIf you value my podcasts, please support the show by making a one-off donationhttps://www.buymeacoffee.com/docmalik
Christina Hello, everyone, I'm Christina Darnell, the managing editor of MinistryWatch. Welcome to the MinistryWatch podcast. In today's extra episode, I talk with Warren Smith about some news items that are slightly (even significantly) outside of our normal charity and philanthropy “beat.” So, Warren, what's up first? Warren The San Francisco Chronicle has yet another article about the so-called Great Wealth Transfer. According to the article, the “term [was] popularized by a 2024 report from market research firm Cerulli Associates. The broad idea is that, over the next two decades, as baby boomers journey to the great postwar subdivision in the sky, they will bequeath $124 trillion in assets — leaving $105 trillion to their children and $18 trillion to charities.” Christina You said this was “yet” another article. Do you think this story is overblown? Warren If you detect a bit of weariness in my tone, it is not because I don't believe in the Great Wealth Transfer. It is coming, but it is always coming. It is not an event. It's a process. A generation doesn't die in a day, or a year. It dies over the course of a generation, and as long as the population and the economy keep growing, EVERY generation's wealth will be greater than the previous generation. That's the simple logic of the situation, but journalists breathlessly try to turn the Great Wealth Transfer into news every few months. Christina That said, you are here promoting the story and the idea yourself. Warren Touche! The Chronicle article is interesting, and I recommend it. And to all our readers: make sure you take our Philanthropy Assessment. It will give you some simple, actionable steps to make sure that your wealth ends up where you want it to go. Christina Warren, you've said that one of the most persistent myths in Christian world is the myth that the ranks of the Catholic Church is swelling with ex-evangelicals. Warren It's not happening. Data guru Ryan Burge has pointed out that when there's movement, it's more often from Catholic to evangelical. Burge this week published a treasure trove of data from Detroit Catholics that further documents the decline of Catholicism in the U.S. Among his observations: “In 2011, the average weekend Mass attendance in the archdiocese was about 231,000 people. That dropped below 200,000 by 2015, it declined to 163,000 by 2019. The most recent data that these workbooks provide is from 2024, when Mass attendance was just under 140,000. According to their own reports, the Catholic Church in Detroit is recording an attendance decline of 4% per year.” Christina A lot of folks might say that Detroit is an anomaly. It's been a city in decline. Warren That's a myth, too. And if you are thinking, “Yeah, well, that's Detroit. The city is dying.” Burge says that's an old narrative. The population of Detroit rose during that same period. Christina A headline in The Jerusalem Post grabbed your attention this week. Warren It did. That headline is: “Why 800 million Evangelical Christians stand with Israel in an age of rising antisemitism.” It grabbed me because there are nowhere near 800 million evangelicals in the world. The most respected source for global Christian demographics is the Center for the Study of Global Christianity. It puts the number at around 400 million. Christina Well, maybe that headline was the product of an over-zealous headline writer. Warren I thought that too. Then I read the first line of the editorial, by Greg Denham, pastor of Rise Church in San Marcos, California and the founder of the Pastors Alliance for Israel. The headline merely echoed the first sentence in his essay: “At a time of rising anti-Israel sentiment, anti-Zionism, and antisemitism, it is worth asking why nearly 800 million Evangelical Christians continue to stand firmly with the nation of Israel.” It is a good question. It would be a better question if he got his facts right. That might cause readers to care more about his answer. Christina While we're on the subject, a new survey indicates Americans are souring on Israel. Warren The most recent of Pew Research survey, unveiled on Thursday, July 9, found that most U.S. adults – 62 percent — now view the Israeli government unfavorably, a nearly 20-point shift from 2022, when only 43 percent said the same. By the way, I'm a big supporter of Israel. I've visited there twice. But if you don't think recent events in the Middle East aren't having a major impact on the world's opinion of Israel, you're not paying attention. Christina Warren, I know you're a history buff, and you noted in your “Signs and Wonders” column this week that last week was John Calvin's birthday. He was born on July 9, 1509. Warren He wrote the first draft of his book Institutes of the Christian Religion when he was 26 years old. Many people marvel that he wrote a book that helped change the course of history at such a young age. But he revised it regularly over the years, and the version we read today is a version he published at age 50. This work was significant in shaping Protestant theology and was initially published in Latin while he was in exile in Basel, Switzerland. Christina Warren, let's close today with a recent column by Aaron Renn about the Boy Scouts of America. Warren The Boy Scouts of America, one of the great institutions of civil society in the history of this country, is now a shell of its former self, and its prospects are not bright. For an up-to-date assessment of what is happening with what is now called Scouting America, I recommend Aaron Renn's recent column, which you can find here. A preview: “The Scouts have responded by doing basically what mainline Protestantism and any number of other institutions did. It evacuated its traditional religious core, adopted standard issue liberal positions du jour, and started allowing girls to join (in the way the mainlines allowed female clergy). This isn't likely to work out any better for them than it did for the mainline churches.” Christina Any closing thoughts before we go? Warren If you have not discovered our YouTube channel, check it out here. We now have 200 videos there, and they have attracted tens of thousands of views. Subscribe, like, and share to spread the word about our work. Christina The producer for today's program is Jeff McIntosh. I'm Christina Darnell, along with Warren Smith. Until next time, may God bless you.
With more than $1 trillion in assets set to change hands from elders to millennials and Gen Zs, no wonder banking sages have labeled this era the Great Wealth Transfer. Martha Sylla Underwood, Founder and CEO of Prismm, explains how community and regional banks can leverage their generational relationships to win over this inheriting demographic before the head to online and big bank competitors. At stake: the largest of movement of money within families in history.
The Great Wealth Transfer: Real Estate, Stocks & What's Next w/Frank Taylor Back in 2021, Frank Taylor predicted the real estate market correction long before it happened. In this episode, he returns to discuss what today's market means for realtors, how to price homes strategically, navigate difficult seller conversations, and adapt to changing market conditions, how to thrive as a realtor, the potential coming stock market crash, and why being cash-ready allows you to re-enter the market stronger. This is Part 2 of a must-listen series for real estate professionals, investors, and homeowners looking to stay ahead of the market. Contact Frank frank@velara.ca This episode proudly sponsored by Deep Pockets - https://deep-pockets.ca If you're look to borrow or invest funds, Deep Pockets should be at the top of your list. It is a preferred choice for secure lending, and as a borrower you have the option of flexible terms and repayment plans, as Deep Pockets has flexible credit criteria and income approvals. As an investor, YOU GET TO BE THE BANK, using your cash, your RRSPs, LIRAs or even TFSAs. Earn maximum returns with NO out of pocket expenses. To find out more, visit the website or email hello@deep-pockets.ca Please a leave a review, as it helps Gary understand if he's bringing on the right guests that you want to hear from! Other Links: Real Estate Investment Club visit https://www.smarthomechoice.ca Tags: #realestateincanada, #realestatepodcast, #realestateinvesting, #investingincanada, #geographicfreedom, #canadianrealestate, #canadianpodcast, #buyinghomes, #investmentproperties, #wealth, #howtobecomewealthy, #realestateboom, #explicit, #mentorship , #hardtimes, #purpose, #mistakes, #franktaylor, #success, #entrepreneur
Help Stop The Genocide In American Ghettos Podcast is a platform for ordinary law abiding citizens from Emmanuel Barbee friends list and from his social groups who are Black Artists, African Artists, Allied Healthcare professionals, Church Leaders, and Black Entrepreneurs, African Entrepreneurs who want to promote their products and services to our listeners from the global community. This no holds-barred talk show focuses on promoting Grassroots Community Advocacy, Business, Finance, Health, Community-Based Solutions, Employment, Social Issues, Political Issues, Black Issues, African Issues and Christianity which speaks to the interests of our listeners. Broadcasting on multiple social networks throughout the United States and around the globe. This show will provide insight on how our creative abilities can be used to create economic tangibles in our communities, neighborhoods and in Black countries. The Grass Roots Community Activist Movement is about uniting the low income Black Community with the African Immigrant Community starting in Chicago and eventually throughout the Diaspora. Emmanuel is not just online to sell his Revised Book and items from his Virtual Store or just trying to get donations for his Film Project but rather his aim is to recruit like minded Black Americans, like minded African Immigrants from 10 African nations within in the United States of America to assist him in building the best Black Christian Business within the United States called the Grass Roots Community Activist Institute of Chicago. Our objective is for us to build our own network, our own Community Grocery Store, Community Healthcare Clinic and Community Housing. #NotAnother34Years #M1 #DAS-FM #JoinGRCAM
1. Why Retirement Planning Is More Complex Than Ever Why retirement is no longer simply about accessing your pension. How today's retirees must balance income needs, tax efficiency and long-term financial security. 2. Annuities vs Drawdown – Understanding Your Options What annuities are and why they're becoming attractive again. How combining guaranteed income with flexible drawdown can create a more resilient retirement strategy. Why today's annuity options offer greater flexibility than many people realise. 3. Building a Sustainable Retirement Income Why creating reliable income throughout retirement requires careful planning. How cash flow modelling helps prepare for inflation, market downturns and changing income needs. Why having different "buckets" of money can reduce investment risk during retirement. 4. The 2027 Pension Inheritance Tax Changes What the upcoming inheritance tax changes could mean for pension holders. Why pensions are no longer simply a retirement planning tool—they're becoming an inheritance tax planning consideration. How planning early can help minimise unnecessary tax liabilities. 5. Reducing Inheritance Tax Efficiently How trusts can help transfer wealth more tax efficiently. Why gifting strategies remain an important part of estate planning. How turning pension capital into guaranteed income can remove assets from your taxable estate. 6. Protecting Your Family and Your Legacy Why inheritance tax planning is about more than reducing tax. How life assurance can provide liquidity so loved ones aren't forced to sell assets. The difference between whole-of-life cover and long-term life insurance strategies. 7. Financial Planning for Business Owners How Relevant Life Policies allow business owners to provide life cover tax efficiently. Why many business owners overlook valuable tax-saving opportunities. How structuring protection correctly can reduce both personal and business tax costs. Actionable Takeaways Review your retirement plan to ensure it balances flexibility with guaranteed income. Understand how the April 2027 inheritance tax changes may affect your pension. Consider whether your retirement income strategy is tax efficient. Review your estate plan and explore whether trusts or gifting could reduce future inheritance tax. If you're a business owner, check whether you're making the most of Relevant Life Policies. Work with an independent financial adviser to understand all of your retirement and inheritance planning options before making irreversible decisions. Remember that successful retirement planning isn't just about building wealth—it's about protecting it for yourself and future generations. Resources: WealthBuilders Membership – Free access to guides, webinars and community Download our FREE Pensions & Inheritance Tax Guide Connect with Andrew Cooper (Kingswood Law IFA) on LinkedIn 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!
Welcome to the Minority Mindset Show! Want more financial news? Join Market Briefs, my free daily financial newsletter: https://link2.briefs.co/gie Below are my recommended tools! Please note: Yes, these are our sponsors & advertisers. However, these are companies that I trust and use (or have used). The compensation doesn't affect my recommendations or advice. That being said, you should always do your own research & never blindly listen to a random guy on YouTube (or podcast). ---------- ➤ Invest In Stocks Passively 1) M1 Finance - Buy stocks & ETFs automatically: https://theminoritymindset.com/m1 ---------- ➤ Life Insurance 2) Policygenius - Get a free life insurance quote: https://theminoritymindset.com/policygenius ---------- ➤ Real Estate Investing Online 3) Fundrise - Invest in real estate with as little as $10! https://theminoritymindset.com/fundrise ----------
Household wealth in the United States rose from about 270% of GDP in 1997 to roughly 465% by 2021. Some 96% of that increase accrued to households where the respondents were 55 or older. And within that group, nearly three quarters of the wealth increase went to the wealthiest 10% of households. As this wealth passes to heirs, much of it will likely never be taxed. John Sabelhaus joins EconoFact Chats to discuss how the erosion of the estate tax and provisions like the "step-up in basis" have created what he and co-author Bill Gale call "never-taxed income," and how reforming the taxation of wealth transfers could address both widening inequality and rising government debt. John is a Senior Fellow in the Economic Studies program at the Brookings Institution. He previously served at the Federal Reserve Board and the Congressional Budget Office.
In this episode of the Your Money Your Mission podcast, SVP Director of Wealth Strategy, Joe Maier and SVP Private Client Banking Leader, Jackie Ruppel cover the estate planning tools most families don't fully understand, debunk common myths and explain why having a solid team make all the difference. The episode also covers the looming estate tax exemption sunset, the real difference between revocable and irrevocable trusts and the underserved role of women as wealth inheritors. The overarching message: A successful wealth transfer is built on communication, preparation and a team of advocates — not just the paperwork. In this episode:00:00 – 07:22: Intro and Bridging the “Why” to “How”07:23 – 13:10: Busting Estate Planning Myths13:11 – 21:59: Estate Tax Exemptions, Attorneys and Probate22:00 – 31:18: Types of Trust Structures31:19 – 36:42: Navigating Gifting and Gifting Limits36:43 – 40:01: Preparing Children for Wealth40:02 – 45:04: The Great Wealth Transfer's Impact on Women45:05 – 50:24: Building Your Advisory Team Additional resources:What Is The Great Wealth Transfer? | Johnson Financial GroupThe Gift of a Family Meeting: Planning, Legacy & Love | Johnson Financial GroupUnderstanding Estate Planning Tools and Their Purposes | Johnson Financial GroupTransferring Wealth | Johnson Financial Group
In this episode of the Crazy Wisdom Podcast, host Stewart Alsop sits down with his longtime friend Zach Puchtel, author of the book Coming In (available on Amazon and at zachpuchtel.com). The two dive into a wide-ranging conversation about the collapse of institutions, the rise of transhumanism, AI's growing influence on society, and what it means to maintain inner peace in an increasingly controlled world. Drawing on their shared experience surviving what Stewart describes as "a somewhat traumatic event" in 2021-2022, they explore everything from the vaccine rollout and corporate power to neural implants, consciousness, and the future of human autonomy. Zach shares insights on meditation, the dangers of centralized AI systems like Anthropic and OpenAI, and why he believes true change starts with the individual rather than fighting external systems. You can find Zach's book at zachpuchtel.com or Amazon, and check out his improvisational music projects at the same website.Timestamps00:00 Stewart welcomes Zach Puchtel to discuss his book and their shared traumatic experience from 2021-22, questioning whether institutions have collapsed and new creation opportunities exist.05:00 Zach emphasizes meditation and listening as core practices, discussing how to protect divine connection while expanding compassion for everyone, including those who irritate us.10:00 Discussion of transhumanism definitions, exploring what happens when technology enters the brain without ability to remove it, and how convenience masks long-term control concerns.15:00 The vaccine experience as parallel to transhumanism, discussing informed consent, elite responses, and how PhD graduates and homeless populations showed most vaccine hesitancy.20:00 Vibe coding explained as prompting AI to build applications, with Zach sharing how AI created profound philosophical text in seconds that took him seven years to write manually.25:00 Stewart describes trust developing with AI but warns about Anthropic's gaslighting during server quality issues, drawing parallels to pandemic deception and corporate control concerns.30:00 Exploring whether anyone controls AI development, discussing how corporate structures use freed slave rights and questioning if healed people would even want control over others.35:00 Two AI futures presented: terminator scenario where humanity gets eliminated in seconds, or benevolent AI that reallocates resources and values human life beyond programming limitations.40:00 Discussion of SpaceX IPO, Starlink centralization enabling one person to control global internet access, and mesh networks as decentralized alternatives for maintaining communications independence.45:00 Corporate power corruption examined through Bill Gates, Palantir classified systems, and how AI could solve resource problems if priorities actually served humanity rather than consolidating elite control.50:00 Market manipulation through AI trading and Zcash pump-and-dump schemes, discussing societal squeeze on middle class and American dream becoming increasingly unreachable for average people.55:00 Closing on ignoring what you hate to avoid feeding it energy, choosing peace over opinions about local violence, and focusing on meditation, art, and spreading calm vibrations.Key Insights1. Societal institutions are collapsing after a decade of shallow social proof dominance in the twenty tens, creating an opportunity to build new systems that genuinely serve communities and humanity rather than operating through dominance, control, and violence. The increase in technology and communication has raised collective awareness to a point where meaningful change feels more possible than ever, though the path forward remains uncertain and requires deep individual work and meditation to maintain connection to source and divine purpose.2. Transhumanism represents the integration of technology into human biology beyond the point of voluntary removal, particularly through brain chip implants that affect cognition without ability to turn them off. While medical applications for paralyzed individuals seem beneficial, the technology will first be adopted by the ultra wealthy seeking competitive advantages, creating dangerous inequality between augmented and natural humans. This mirrors the vaccine rollout pattern where wealth and power determined early access, potentially leading to a divided society between transhuman and human populations.3. Large language models and AI coding tools have created unprecedented accessibility to software development through natural language interaction, resembling communication with highly intelligent but differently wired individuals. This democratization allows non programmers to build complex applications through vibe coding, though the companies controlling these systems like Anthropic and OpenAI maintain private ownership of the intellectual property and infrastructure, creating dangerous dependencies and trust relationships between users and centralized corporate entities.4. The partnership between Anthropic and Palantir for classified military systems represents a troubling convergence of artificial intelligence and government power, demonstrating how AI companies publicly claim to serve humanity while privately engaging in defense applications. When Anthropic experienced server quality degradation after media attention from this partnership, they gaslit users about the declining performance, mirroring pandemic era institutional dishonesty and revealing the fundamental unreliability of depending on private companies for critical technological infrastructure.5. Internet infrastructure is becoming increasingly centralized through Starlink satellite technology, which despite appearing liberating actually concentrates control in fewer hands than traditional internet service providers. One person now has the ability to unilaterally shut off internet access to entire countries as demonstrated with Russia during the Ukraine conflict, while decentralized alternatives like mesh networks using inexpensive ESP 32 devices offer grassroots communication options that can function independently of corporate or government controlled systems.6. Artificial intelligence demonstrates extraordinary emotional intelligence and companionship capabilities, with conversational AI companions providing unprecedented levels of attentive, unbiased, and considerate emotional support that exceeds many human relationships. If properly directed toward solving collective problems like resource allocation, housing, and food distribution rather than profit maximization, AI could effortlessly address systemic issues that governments and corporations currently ignore, though current power structures prevent this humanitarian application of the technology.7. The most effective response to increasing technological control and societal division is maintaining personal peace and refusing to engage in manufactured opposition rather than fighting external systems or choosing sides in conflicts. Anger, hatred, and aggressive resistance actually empower the forces being opposed by feeding them energy and attention, while inner calm, meditation, and authentic self expression create genuine transformation through elevated vibration that naturally influences the collective field without force or violence.
Send us Fan MailGiving hit a record high in 2025. What's underneath that number will shape your fundraising strategy for the next decade.Americans gave $617 billion to charity in 2025, a record, and real growth even after inflation. Five of nine nonprofit categories hit all-time highs. The sector showed up!!But the Giving USA 2026 report tells a more layered story. Jena Lynch and Britt Stockert dig into what's really shifting, and what it means for how nonprofits build donor relationships, plan for foundation funding, and think about legacy giving.What You'll LearnWhy $617 billion is a record, even adjusted for inflationHow mega gifts are shaping the individual giving numbersWhat a 16% drop in foundation inflows signals for 2026 and 2027Why bequest giving jumped 19.7%, and what it means for the Great Wealth TransferWhy your most loyal donors are your best legacy giving prospectsWhat younger donors expect from the giving experienceChapters00:00: Introduction01:44: Giving USA 2026 - The Headline Number02:15: Real Growth, Not Just Inflation04:41: The Mega Gifts Effect07:51: The Foundation Grant Cliff09:48: Individual Giving Hits a 40-Year Low12:49: The Great Wealth Transfer Arrives15:46: What Younger Donors Expect18:03: Key Takeaways for NonprofitsResources and LinksGiving USA 2026 Report Ep 117 |The Great Wealth Transfer: The Big Nonprofit AdvantageEp 209| The Real Reason Donors Stop Giving - With Rob Harter Darrin Cook| Staying Close to Your Donors: A Practical Guide to Retention Donorbox OmniGive™Donation Forms About the HostsJena Lynch - Head of Community Engagement, DonorboxJena specialises in donor stewardship, retention, and peer-to-peer fundraising. She works closely with nonprofit teams to strengthen donor relationships and build practical systems that support long-term growth. As anchor of The Nonprofit Podcast, she keeps strategy clear, steady, and actionable.Connect with Jena on LinkedInBritt Stockert - Fundraiser Coach, DonorboxWith more than 20 years in the public sector, Britt helps nonprofits build fundraising strategies that match real capacity. She guides teams in strengthening donor relationships, refining systems, and simplifying operations. She also serves on the board of an immigrant- and refugee-led nonprofit and stays closely connected to on-the-ground realities.Connect with Britt on LinkedInAbout DonorboxDonorbox is a trusted online and on-location fundraising platform that helps nonprofits raise more. With easy-to-use donation forms, powerful donor management tools, and features designed to grow recurring giving, we have helped 100,000-plus organizations process more than $4 billion in donations worldwide. donorbox.orgEnjoying the show? Subscribe for more practical fundraising strategies, leadership insights, and tools to help your nonprofit grow sustainably.The information provided in this series is for educational purposes only and does not constitute legal or financial advice. Please consult with a professional advisor for specific guidance.Support the show
Today on the Invest In Her podcast, host Catherine Gray talks with Kelly Gushue, Wealth Coach, founder of Personal Finance Warrior, and a passionate advocate for helping women build lasting wealth. With experience as a Portfolio Strategist and Financial Advisor, Kelly empowers women entrepreneurs to take control of their financial futures through investing, wealth-building strategies, and alternative investments such as venture capital and private companies. A Harvard graduate with an MBA from the University of Chicago Booth School of Business, Kelly is also a sought-after speaker who has addressed audiences around the world, including at the United Nations, on the topic of the Women's Wealth Transfer. In this inspiring conversation, Kelly shares the personal experiences that shaped her relationship with money and fueled her mission to help women achieve financial independence. She and Catherine discuss the historic wealth transfer currently underway, why women need to become more confident investors, and the importance of moving from saving to wealth-building. Kelly also explains how investing in women-founded companies can create both financial returns and meaningful impact, while offering practical guidance for women who want to begin investing but aren't sure where to start. This episode is a powerful reminder that financial freedom is not reserved for a select few—it's something every woman can learn, pursue, and achieve. Websites Mentioned: PersonalFinanceWarrior.com https://www.showherthemoneymovie.com www.sheangelinvestors.com Follow Us On Social Facebook @sheangelinvestors Twitter (X) @sheangelsinvest Instagram @sheangelinvestors & @catherinegray_investinher LinkedIn @catherinelgray & @sheangels
This episode was sponsored by Cardiff & East Coast Business Brokers LLC Today's Dropping Bombs episode features Henry Galasso — a New York broker who started with $5,000 and a stack of business cards. Twenty-one years later, he's sold over 1,000 businesses and built one of the most dominant brokerage operations on the East Coast, now expanding into 37 states. Henry breaks down why most businesses aren't actually sellable, how a personal brand can quietly destroy your company's valuation, and why a $10+ trillion wave of boomer-owned businesses is about to flood the market. Plus, the one thing that separates brokers who close from the ones who disappear. If you own a business and haven't thought about your exit, you're already behind. This conversation could be worth more than whatever your company is worth right now — because knowing the number is just the beginning.
Links & ResourcesFollow us on social media for updates: Instagram | YouTubeCheck out our recommended tool: Prop StreamThank you for listening!
By 2048, an estimated $124 trillion will change hands — the largest transfer of wealth in human history. Roughly $105 trillion to heirs, $18 trillion to charity. And here's the uncomfortable truth: about 70% of family wealth disappears by the second generation, and 90% is gone by the third.In this week's Money On Tap, Ben Brayshaw and Dan Michelon dig into what the great wealth transfer really means — not for the economy, but for your family. They unpack why wealth preservation is far more behavioral than investment-driven, what the Vanderbilts got wrong and the Rockefellers got right, and the Warren Buffett principle every parent and grandparent should know. Most importantly, they walk through the four conversations every family needs to have before the money moves — and the simple first step you can take this week.What you'll learn:Why $124 trillion in motion could be a generational blessing — or a great wealth disasterThe statistic that should stop every family cold: 70% gone by generation two, 90% by generation threeWhy wealth preservation is behavioral, not investment-drivenThe tale of two fortunes: Vanderbilt vs. RockefellerThe four conversations every family must have before the transferA practical first step you can take this week — and the BFG white paper that helps you run your own family meetingPlus Money In The News:General Motors and Lockheed Martin announce a new multi-billion-dollar defense manufacturing partnershipJeff Bezos proposes eliminating federal income taxes for the bottom half of U.S. earners — and what it would actually mean“The job interview is broken”: how AI is reshaping hiring on both sides of the tableRead the companion blog: https://www.brayshawfinancial.com/blog Schedule a free consultation: https://app.greminders.com/t/9f3ce72e/initialconsulta Browse the full Money On Tap library: https://www.brayshawfinancial.com/money-on-tapContact Us - Phone: 855-226-8551 - Email: info@yourmoneyontap.com - Office: 116 South River Road, Bedford, NH 03110 - Web: brayshawfinancial.comSecurities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. All other services offered through Brayshaw Financial Group, LLC are independent of Osaic Wealth, Inc.If the S&P 500 is up 10%, why isn't my portfolio?Because the S&P 500 is cap-weighted: seven stocks absorb about a third of every dollar, and the top 10 holdings make up 35–55% of most S&P funds. In 2026 those mega-caps lagged — the Mag Seven are collectively negative — while sectors like energy (+28.1%) and technology (+26.8%) led. If your ETFs overlap in the same top names, you own the laggards several times over. The fix starts with knowing what you actually own.
Anders Jones is the CEO and co-founder of Facet, a fintech company built to bring high-quality, flat-fee financial advice to an underserved market: the mass affluent. Facet has raised over $250M and manages more than $7B. Anders has seen the real finances of tens of thousands of households.In this episode of Summation, Anders and Auren discuss:why the percentage-of-assets fee is the greatest heist in financethe retention data showing people stick 3x longer when you help them act, not just advisethe horizontal wealth transfer to spouses that nobody is planning forwhy most companies should never raise venture capitalYou can find Auren Hoffman on X at @auren and Anders Jones on LinkedIn
Are you saving for retirement—or saving yourself from actually living it? This episode explores how fear of running out of money leads many to hoard wealth instead of creating meaningful experiences. Steve Anzuoni discusses shifting the focus from accumulation to income, using strategies that prioritize steady cash flow, tax-efficient wealth transfer, and personal fulfillment. From guaranteed income planning to rethinking Social Security’s future, the conversation highlights practical ways to balance financial security with enjoying life now—while still preparing thoughtfully for the next generation. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY! Get a Copy of Steve's Book - Tee Up Your Retirement! Social Media: Facebook I LinkedIn I Instagram I YouTube See omnystudio.com/listener for privacy information.
Aaron Kowal discusses the great wealth transfer happening now and important estate planning essentials for families. Later Jeff joins the show to talk about workers who are opting to retire instead of learning AI. Then Aaron wraps up the show with concentrated stocks and diversification strategies that can help alleviate the tax burden.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode, Rich Enderlin shares four decades of commercial real estate expertise, discussing market shifts, relationship building, and future trends like blockchain and AI. Perfect for investors and brokers aiming to accelerate their success in a changing landscape. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Boyle explains the anatomy of a wealth transfer. New here? This podcast is best experienced from the beginning. Start with Episode 1 - Day 1 here: https://open.spotify.com/episode/2JgKkhVHML52uyNRvcvkGv?si=uXMVkkdfTh2ky49nO3MJvw I'm Quitting Alcohol is a daily sobriety podcast hosted by Australian comedian David Boyle. If you're wondering how to stop drinking, thinking about quitting alcohol, or already on your sobriety journey - this is the most honest account of what it actually looks like. Recorded every single day since the day he quit drinking - thousands of episodes, not one missed. Raw, unfiltered, real recovery. No script. No filter. No drinks. Just one day at a time. Covering everything from alcohol addiction and withdrawal to sober living, mental health, and what life looks like years into recovery - told with humour, honesty and zero corporate wellness speak.
In this episode of the Your Money Your Mission podcast, host and SVP Wealth Fiduciary Advisor, Kelly Mould sits down with SVP Director of Wealth Strategy, Joe Maier and SVP Private Client Banking Leader, Jackie Ruppel to unpack what the Great Wealth Transfer actually means. From the fear of raising entitled kids to the power of the family meeting, this episode is a candid, research-backed conversation about what it takes to transfer not just assets but the values and purpose that built them. In this episode:00:00 – 03:45: What is the Great Wealth Transfer?03:46 – 07:45: Transferring Values Between Generations07:46 – 11:05: Defining Wealth and Your Impact11:06 – 20:21: Bridging Communication Gaps with Family Meetings20:22 – 27:42: The Benefits of Family Meetings27:43 – 30:30: Navigating In-Laws and Blended Families in Conversations30:31 – 36:03: How to Start the Conversation and Final Tips Additional resources:The Gift of a Family Meeting: Planning, Legacy & Love | Johnson Financial GroupUnderstanding Estate Planning Tools and Their Purposes | Johnson Financial GroupTransferring Wealth | Johnson Financial Group
What does it really take to thrive as a first-time fund manager in today's challenging investment landscape, especially when you're building a venture fund from scratch while championing diversity and innovation? This episode delves into the real experiences behind the headlines, inviting listeners to consider the often unseen hurdles and triumphs that define entrepreneurial journeys. Our guest, Laurel Mintz, is the founder of Fabric VC—a new venture capital fund spun out of her extensive 17-year run as the leader of a successful marketing agency. With a background that includes corporate M&A law, entrepreneurship, and marketing, Laurel Mintz brings a unique and practical perspective to the venture capital world. Her approach blends deep sector knowledge with a commitment to supporting underrepresented founders and championing women's health, fintech, and consumer tech sectors. In this update, listeners get an inside look at the nuts and bolts of raising and deploying Fabric VC's first fund—just under $8 million, already largely deployed across 23 portfolio companies. Laurel Mintz shares candid insights on the emotional rollercoaster of fundraising, the critical importance of diversity, and the creative approaches to supporting women-led companies, such as accepting investments via donor-advised funds and retirement accounts. This episode is a must-listen for aspiring investors, founders, or anyone interested in how real change is being made within venture capital. It's raw, motivating, and packed with unfiltered advice on how to show up, take risks, and put capital to work for the next generation. To get the latest from Laurel Mintz, you can follow her below! LinkedIn - https://www.linkedin.com/in/laurel-mintz/ https://www.fabricvc.com/ Laurel's first appearance on The Angel Next Door Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing! Website: www.marciadawood.com Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com And don't forget to follow us wherever you are! Apple Podcasts: https://pod.link/1586445642.apple Spotify: https://pod.link/1586445642.spotify LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/ Instagram: https://www.instagram.com/theangelnextdoorpodcast/ TikTok: https://www.tiktok.com/@marciadawood
Over the next two decades, trillions of dollars are expected to pass from one generation to the next, but how much of that wealth will actually make it to your heirs? In this episode of The Wise Money Show, we break down the biggest threats to a successful wealth transfer, including taxes, long-term care costs, blended family dynamics, and gifting strategies. Learn how thoughtful estate planning, tax diversification, and multi-generational financial planning can help protect your legacy. Season 11, Episode 42 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/schedule-a-call/ or call 574-247-5898. Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://pod.link/1040619718 Watch this episode on YouTube: Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/ Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
What do demographics, migration patterns, and a $100 trillion wealth transfer have to do with real estate investing? In this episode of The Real Wealth Show, Kathy Fettke sits down with demographic expert Ken Gronbach to discuss the population trends he believes will shape the economy and housing market for years to come. Ken explains why falling birth rates around the world are creating labor shortages, why the United States remains in a stronger position than many developed nations, and how an estimated $100 trillion wealth transfer from Baby Boomers to younger generations could influence housing demand, consumer spending, and investment activity. They also discuss migration to the South, the outlook for multifamily housing, the reshoring of manufacturing, the rise of Gen Z's "tool belt generation," and why demographic trends may be more important than today's headlines when making long-term investment decisions. If you're a real estate investor looking beyond interest rates and market cycles, this episode offers a big-picture perspective on where future demand and opportunity may emerge. Timestamps: 00:00 Introduction 01:36 Demography & Fertility Decline 04:12 China 05:57 Immigration Policy 07:22 Misleading Headlines 10:21 Millenials 12:43 Baby Boomers and Wealth Transfer 14:20 Kathy's Story 15:18 Jobs Market & AI 18:02 Millenial Trends 19:54 Demographics and Wealth 21:17 Real Estate 23:25 Gen Z: The Tool Belt Generation 25:49 Multifamily Housing 27:09 Housing Supply 27:48 Where Baby Boomers will Retire 30:25 Reshoring DISCLAIMER The views and opinions expressed in this podcast are provided for informational purposes only, and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action. For more information, go to www.RealWealthShow.com
What happens when $84 trillion changes hands? In this episode of Boxes and Lines, Ronan and JR talk with Stephanie Luedke, Head of Private Wealth at Neuberger Berman, about the forces reshaping wealth management. Stephanie discusses the massive generational transfer of wealth underway between boomers, Gen X, and millennials, how younger investors are changing expectations around values-based investing, and why trust will always remain at the center of financial advice. She also reflects on her unconventional path from aspiring ballerina to finance, women's shifting presence in financial services in recent years, and the money advice her dad gave her that's stuck with her years later.
What happens to a deposit when the account holder dies — and why are banks so unprepared for the one moment they know is coming?In this episode of the One Vision Podcast, Theodora Lau sits down with Martha Underwood, Founder and CEO of Prismm and author of the new release: The Death of Deposits. Drawing on 25+ years across IBM, Silicon Valley, and BBVA Compass, Martha talks about the unspoken assumption in banking — that the user will always be there — and how that assumption is now colliding with the largest generational wealth transfer in history.Together, Theo and Martha unpack the retention illusion, why the beneficiary field is the richest unused lead list sitting inside every bank's core, and why deposit attrition at death is an infrastructure problem, not a marketing one. They dig into the operational reality, the cultural reality, and the human reality, and why AI's real job is orchestration under pressure (not more automation). A deeply human conversation about deposits, design, and what it really means to extend a banking relationship beyond a single account holder.
The “Henssler Money Talks” hosts tackle a listener question about inheriting and gifting money. From estate taxes and inheritance taxes to annual gift exclusions and lifetime exemptions, we'll explain what the rules are — and just as importantly, what they aren't. Learn how annual gift exclusions, lifetime exemptions, carryover basis, and step-up in basis rules can affect your family's financial future. Original Air Date: May 30, 2026Read the Article: https://www.henssler.com/the-tax-rules-that-shape-your-legacy
What happens to a deposit when the account holder dies — and why are banks so unprepared for the one moment they know is coming?In this episode of the One Vision Podcast, Theodora Lau sits down with Martha Underwood, Founder and CEO of Prismm and author of the new release: The Death of Deposits. Drawing on 25+ years across IBM, Silicon Valley, and BBVA Compass, Martha talks about the unspoken assumption in banking — that the user will always be there — and how that assumption is now colliding with the largest generational wealth transfer in history.Together, Theo and Martha unpack the retention illusion, why the beneficiary field is the richest unused lead list sitting inside every bank's core, and why deposit attrition at death is an infrastructure problem, not a marketing one. They dig into the operational reality, the cultural reality, and the human reality, and why AI's real job is orchestration under pressure (not more automation). A deeply human conversation about deposits, design, and what it really means to extend a banking relationship beyond a single account holder.
Professor Peter Thorne, Director of ICARUS Climate Research Centre, explains why he's critical of the governments energy grants.
Peter G. Miles believes in helping all people no matter where they are in their financial journey. That is what led me to start St. Croix Wealth Management. It's about the relationship with a person, not the size of their portfolio. Top 3 Value Bombs 1. Success requires the courage to step outside your comfort zone and the support of a strong team behind you. 2. The biggest financial advisor misconception is that you need to be wealthy or close to retirement to benefit from guidance. 3. Proper planning especially for wealth transfer, retirement, and estate decisions can dramatically reduce taxes and prevent family conflict. Check out Peter's website to learn more or get in touch - St. Croix Wealth Management Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. ThriveTime Show - Is your business stuck? Schedule a free consultation with America's number 1 business coach, Clay Clark, at ThrivetimeShow.com/eofire.
Apply for the Palomino Yacht Mastermind Experience: Palominoseniorliving.comAccredited Investors: Catalina Island deal closes soon. Join waitlist: somerscapital.com/investA massive demographic shift is already underway—and most investors aren't paying attention. Rich Somers sits down with Boris and Amanda Palomino to break down why residential assisted living is quickly becoming one of the most compelling and recession-resistant real estate asset classes in the country. With millions of baby boomers entering the age of care and a nationwide shortage of beds, demand is accelerating while supply struggles to keep up. The conversation dives into how small, boutique care homes generate strong monthly cash flow, why this model avoids many of the regulatory pressures hitting Airbnb, and how investors can combine real estate appreciation with an operating business under one roof. Boris and Amanda explain market selection, licensing, staffing, and how these properties can produce meaningful income while still qualifying for powerful tax advantages. Rich also explores why this asset class is protected, how leverage and creative financing can be used responsibly, and why the “sandwich generation” is driving long-term demand for high-quality care options. This episode is a deep, practical look at an overlooked real estate strategy—built on fundamentals, demographics, and real operating leverage.Connect with Rich on Instagram: @rich_somersInterested in joining The 7 Figure Creator Mastermind? Visit www.the7figurecreator.com to book a free intro call.Interested in joining our Boutique Hotel Mastermind? Visit www.somerscapital.com/mastermind to book a free call.
Seattle real estate broker: Washington’s tax agenda is fueling a ‘slow-motion wealth transfer’ out of state. 20-year-old Mariners prospect Colt Emerson got his major league hit and homerun in the same at-bat last night. // Will Thomas Massie finally go down tonight? President Trump endorsed Ken Paxton in the GOP primary for Senate in Texas. // Rep. Pramila Jayapal is the boss from Hell.
This episode was sponsored by Cardiff & The Complete Real Estate Group LightSpeed VT: https://www.lightspeedvt.com/ Dropping Bombs Podcast: https://www.droppingbombs.com/ Today's Dropping Bombs episode opens with a gut punch: Cory Boldroff was told he had terminal liver cancer — and didn't tell a soul. The top 1% real estate producer who studied for his license behind bars at 19 quietly doubled his life insurance, then healed through a 30-day parasite cleanse his doctor flat-out refused to acknowledge. The conversation goes further. Cory breaks down 14 legal strategies to legally eliminate capital gains taxes, why most CPAs miscalculate them by six figures, and how his senior transition empire (including a nationwide franchise with the star of Hoarders) is quietly reshaping generational wealth. From felony to franchise to staring down death — this man has earned every word of this conversation. [Insert Timestamps here]
Scott Galloway breaks down the biggest tax loophole in America, why the crowd beats the experts every time, and how to think about taking a pay cut for work you actually want to do. Want to be featured in a future episode? Send a voice recording to officehours@profgmedia.com, or drop your question in the r/ScottGalloway subreddit. Learn more about your ad choices. Visit podcastchoices.com/adchoices