David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group LLC.
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Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
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A podcast about the legal, taxation and lending aspects of structuring - how you own assets, how those assets are funded and the transactions associated with this. Your host, Terry Waugh, aka Terryw, is a solicitor, Chartered Tax Adviser, mortgage broker and former financial planner. Terry runs a law firm and a mortgage broking company. www.structuring.com.au
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Join Stewart Willis, President of Asset Preservation Tax & Retirement Services, and co-host Spike Spengel as they explore strategies for protecting, growing, and maximizing your wealth. Designed for those in or near retirement, this podcast delivers expert insights on tax planning, investment advice, estate planning, and building a secure financial future—all tailored to help you make the most of your life’s work.
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Welcome to New York's Asset Protection Roundtable with Ted Alatsas of Alatsas Law Firm in Brooklyn, New York. Alatsas Law provides one-on-one guidance when you're struggling to resolve family, elder law, asset protection, or bankruptcy concerns. On this show, Ted will explain complex legal concepts in easy-to-understand terms and encourage you to fully participate in the decision-making process so you can face you future with confidence. Join us each episode as we creatively address many iss ...
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Call 913-814-9600 to see how we can protect your money. Bob Lindquist discusses how his proven strategies help protect the retirement plans for families in the Kansas City area.
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Repair The Roof - Estate & Retirement Planning Podcast
Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group
Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC and Gudorf Financial Group, LLC in Dayton, Ohio. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifica ...
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Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
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Join me every week on Wealth Uncensored, where I share what I’ve learned through my own experience and two decades of helping high-net-worth clients structure their affairs to minimize taxes and protect their assets for the next generation.
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The Real Estate Mogul, M.D. podcast shares the real-world journeys, stories, and conversations that transform your mindset, build your business, diversify your investments, and multiply your cash flow to help you live life by design. Guests range from medical professionals, entrepreneurs, accountants, executives, financial advisors, coaches, and real estate investors. How to build wealth, create passive income and have more time as a doctor. We cover a large range of topics including: runnin ...
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The Jurist Law Podcast features legal experts Kimbro Stephens and Shane Cox from the Jurist Law Group. Focusing on estate planning, elder law, and asset protection, the podcast aims to provide clear, actionable insights into topics that impact families and individuals navigating later-in-life care, Medicaid, probate, and estate planning. Hosted by Matt Sky, each episode dives into legal issues affecting Arkansans, offering practical advice to listeners seeking to protect their assets and pla ...
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The Bare Metal Cyber CISA Prepcast is a comprehensive, exam-focused podcast designed to help you master every domain of the Certified Information Systems Auditor (CISA) certification. With over 100 tightly structured episodes, this prepcast walks you through key concepts, audit techniques, IT governance, system acquisition, operations, resilience, and information asset protection—all aligned to ISACA’s exam objectives. Whether you're just beginning your study journey or need a high-impact re ...
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Welcome to "Cover Your Assets," your podcast for navigating the financial side of divorce. Life doesn’t always deal you the best hand, but hosts Josephti Cruz and Jade Eagles are here to help you C-Y-A in every way—because when it comes to your assets, it's all about playing your cards right!
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A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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Welcome to *Legacy Protected*, the podcast by The Soto Law Group, dedicated to empowering Southern California families and business owners through essential insights on estate planning, probate, trust and probate litigation, and trust administration. In each episode, we’ll demystify the complex legal landscape that surrounds asset protection, inheritance preservation, and care for vulnerable family members. We'll answer questions such as: - What is the difference between a Will and a Trust, ...
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Would you like to be completely financially independent? Tune in each week to the WealthBuilders podcast hosted by Kevin Whelan & Christian Rodwell. WealthBuilders provides a proven step by step process to help our members create, build and protect their wealth by focusing on growing their assets through education, support and connections. Join our community for free at www.wealthbuilders.co.uk/membership
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Is your wealth strategy supporting your long-term goals? Welcome to Your Active Wealth with BNY Wealth: A podcast with the experts who lead our firm – and our industry – bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected.
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Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
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View Legal is a specialist law firm, focusing on tax, structuring, asset protection, business succession and estate planning.
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Welcome to "Assets & Taxes," the Asset Strategy podcast where we explore financial planning, tax strategies, investment, and retirement ideas. Hosted by our expert financial advisors, we help you grow your wealth and minimize taxes. Perfect for individuals and small to mid-sized business owners, join us for timely discussions, expert interviews, and actionable tips to make your money work harder. Tune in and let's maximize your assets while keeping taxes at bay! WHERE TO FIND US: https://lin ...
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Helping high net worth families to build, protect and transfer long term wealth in the challenging times that we are living through.
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The Retirement Fix is a monthly podcast for people seeking answers and security in retirement by CERTIFIED FINANCIAL PLANNER™ John Gigliello of the Albany Financial Group, based in Albany, NY. Throughout his 30+ years of experience in taxation, finance and academia, John takes an educational approach to address the most pressing pain-points experienced by his clients and others such as proactive tax management, retirement living & income planning, social security timing, investment managemen ...
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The happiness in retirement podcast is a holistic financial planning show that teaches you how to maximize your wealth and your happiness, and its for anyone who wants to squeeze all the juice out of their life - and their money.
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Welcome to Thinking Outside the Box Law Legal Podcast, the podcast that empowers individuals and small business owners to navigate financial challenges with innovative legal strategies. Hosted by the experienced team at Thinking Outside the Box Law, Inc., based in Naperville, Illinois, we delve into topics that matter to you—bankruptcy law, tax disputes, small business financial planning, and more success stories to help you achieve a fresh financial start. Whether you're facing overwhelming ...
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“Legacy Planning, Once Removed,” hosted by Steve Murphy, former leader of the firm’s Private Wealth Services Practice Group, explores estate planning and provides steps for the management of wealth throughout life and upon death. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficiaries and charities. The key challenge of legacy planning lies in how to use wealth to help the next generation be productive and independent. Podcast topics focus on beneficiary ...
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Welcome to Retirement Results! Each week, Ford Stokes and his team of fiduciary advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money. With $36 trillion in national debt and counting, many economists believe that taxes are likely to increase in the future, affecting retirees for decades to come. Ford and his team will help you build a smart plan that is TAX-efficient, FEE-efficient and MARKET-efficient. Listen to the show ...
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Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
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Our goal is to provide valuable information so you can reach PEACE OF MIND through planning. FOLLOW NOW so you are armed with straight forward planning tips for when you're ready to get started! EASIEST WAY TO REACH US: https://www.zammittilaw.com http://www.yourplanningattorney.com ABOUT VAL -- Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helped her find estate planning, elder law and probate as her focus. Valerie’s natural care-giver ten ...
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Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement. Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement. Questions about your retirement? Reach out to the team at Matthew James Tax & Wealth Management by calling 337-366-8366 or head over to www.MatthewJames.com.
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Learn all about investing in real estate in Milwaukee, Wisconsin with a combination of real estate financial planning and modeling with numbers specific to Milwaukee plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Milwaukee).
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Our podcast channel brings you thought provoking and insightful discussions on all things private wealth. We will talk about future and later life planning and wealth management, from making a Will or creating a trust, to preparing powers of attorney and ensuring the welfare of elderly or vulnerable relatives. Our experts will explore issues surrounding the administration of estates and trusts, and discuss effective tax and succession planning strategies for individuals, their families and f ...
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The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action
The Real Estate Guys
Fun and informative, this real estate investment talk show has been broadcasting on conventional radio since 1997. Hosted by professional investor Robert Helms, the show delivers no-hype education and expert perspectives in a fast-paced, entertaining style. Rich Dad Poor Dad author Robert Kiyosaki says The Real Estate Guys are wild and crazy, but they really know what they are talking about. The Guys talk investment strategy, economics, tax and asset protection planning, market and property ...
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Michael J. Young, Estate Planning and Elder Law Attorney
Michael J. Young, Estate Planning Attorney
Welcome to the podcast site of Michael J. Young, estate planning attorney. Mr. Young practices in the areas of Estate Planning, Asset Protection, Elder Law and Probates. Cover art photo provided by Jarrett Fifield on Unsplash: https://unsplash.com/@wesailfurther
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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
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The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
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Throwing out the old playbook, seasoned asset protection attorney Darol Tuttle speaks to anyone of any age or experience who seeks to grow and protect family wealth for more than a generation. There are laws of money and this podcast shows you how to leverage them.
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Welcome to Law Talk with the Flock by Goosmann Law Firm! Do complex legal issues hold you back, preventing you from meeting your goals? Let’s get energized and bring clarity to your top legal questions. We are here to help you win disputes, protect your wealth, and spend time on what’s worth it. Our episodes address topics from business deals, complex litigation, finance, employee issues, divorce and family matters, estate planning, and real estate. Jeana Goosmann, CEO, Lawyer, Author, and W ...
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When Newell Normand talks…everybody listens.
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Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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Stay up to date with important stories on the economy & markets. Podcast guests include prominent asset managers, entrepreneurs, and thought leaders in asset management and economics. Please visit WealthQB.com for more information about our firm and other important disclosures. Disclosures: Gordon Asset Management, LLC is a registered investment adviser. Information presented in this podcast is for educational & entertainment purposes only and does not intend to make an offer or solicitation ...
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Find out what you can do to achieve a more reliable retirement outcome than most traditional stock market-based plans can offer. At the Retirement Income Show, we R-E-A-L-L-Y believe: Stable RENEWABLE streams of income in retirement are possible…REALLY. Wall Street’s traditional investment advice is helpful in the accumulation stage and DANGEROUS in the decumulation stage…REALLY. Variable Annuities can be HELPFUL in the accumulation stage but detrimental in the decumulation stage…REALLY. The ...
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On Bulletproof Estate Planning, we talk about all things estate planning. We will talk about Last Will and Testament, the probate process that goes with a Last Will and Testament. We will discuss Trust plans, Revocable Living Trusts that avoid the probate process; Asset Protection Trusts that protect your life savings from the high cost of long-term care; Special Needs Trusts both fist party and third party; and we will discuss TennCare Eligibility Planning, both pre-planning as well as Cris ...
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This podcast makes it easy for YOU to understand estate planning! Host and Attorney/Mom Leslie Sultan gets on the mic to talk about topics that show YOU how to protect your family and assets. And prepare yourself to listen to estate nightmare stories. This podcast is a product of Sultan Attorney and is produced and edited by Xavier Mejia.
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Your superannuation is key to achieving your best retirement – so how do you make the most of it? Don’t miss Australian Retirement Trust’s Super Insider podcast – your guide to superannuation, planning for retirement, and what the economy and investment markets mean for your super from those in the know. Join host Anne Fuchs, Australian Retirement Trust's Executive General Manager of Advice, Guidance and Education, as she interviews superannuation and investment experts to bring you exclusiv ...
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I help busy self-employed professionals and business owners who don’t have time to think about anything beyond growing their business. Through estate planning tools and strategies, I help them grow retained earnings tax-free, pass more wealth to the next generation, and protect their biggest asset – themselves, the key person of the business.
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The American Monetary Association is a non-profit venture funded by The Jason Hartman Foundation that is dedicated to educating people about the practical effects of monetary policy and government actions on inflation, deflation and freedom. Our goal is to help people prosper in the midst of uncertain economic times. The American Monetary Association believes that a new and innovative understanding of wealth, value, business and investment is necessary to thrive in the new reality of big gov ...
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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World
John De Goey (a podcast covering financial literacy, financial advisors & wealth)
Have you thought about how bias impacts your investing? Is your portfolio built using standard principles that might not work in a new world paradigm that features an end to the bond bull, an end to the peace dividend and the onset of tariffs and trade wars? Make Better Wealth Decisions will help you navigate investing and planning by exposing how traditional advice does not incorporate recent events. The podcast will help you: 1. Spot hidden risks in stocks due to high valuations. 2. Protec ...
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#392 | Can You Sell a House in an Asset Protection Trust & Not Lose the Protection?
0:47
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0:47#392 | Can You Sell a House in Asset Protection & Not Lose the Protection? 💡 It’s a question we’ve been hearing a lot lately—and for good reason. If your home is already in an irrevocable trust, understanding the next steps is crucial for maintaining your asset protection plan. What happens if you want to sell the house? Can you still remain protec…
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Protect Your Assets & Your Family with an Estate Plan
54:28
54:28
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54:28Advisors Ford Stokes and Sam Davis talk about planning for your legacy and ensuring your assets are managed according to your wishes. Plus, they share how Active Wealth Management’s advisors use contractually guaranteed income to create lasting solutions for the retirees they serve. -- Schedule Your Free Meeting with a Fiduciary Advisor : www.activ…
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The French Quarter is a gem that has to shine at its brightest (Full Show: 7/9/2025)
1:51:56
1:51:56
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1:51:56On today's show, Newell talks about the City of New Orleans ranking as the second-best travel destination in the United States by Travel + Leisure magazine.Then, Newell has on Heather Hodges, Director of Institutional Advancement at The Historic New Orleans Collection, to talk about the $6.4 million dollar renovation of the old K-Paul’s Kitchen at …
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There are a lot of misconceptions surrounding the "Big Beautiful Bill's" take on Medicaid reform
38:40
38:40
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38:40This hour, Newell is joined by Charlotte Voisey, Executive Director of Tales of the Cocktail Foundation, to talk about the festival, its growth, and its impact on New Orleans and the global drinks industry. Then, Newell talks about the misconceptions surrounding the "Big Beautiful Bill's" take on Medicaid reform.…
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Tales of the Cocktail is ready to "Evolve"
19:46
19:46
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19:46Charlotte Voisey, Executive Director of Tales of the Cocktail Foundation, joins Newell to talk about the festival, its growth and impact on New Orleans and the global drinks industry. Tales of the Cocktail is July 20-25 at the Ritz Carlton.
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"One Big Beautiful Boon" for the Gulf's coastal protection and restoration projects
36:18
36:18
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36:18This hour, Newell has on Michael Hecht, President & CEO of GNO Inc., to talk about the "Big Beautiful Bill" providing up to around $50m per year extra for Louisiana over a decade for coastal protection and restoration projects, Plaquemines Parish's Venture Global expecting to become Germany's largest liquefied natural gas supplier, launching a new …
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Michael Hecht, President & CEO of GNO Inc., joins Newell to talk about the return of Amtrak service between New Orleans and Mobile.
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New Orleans needs to be at its best at all times
37:00
37:00
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37:00This hour, Newell talks about the City of New Orleans ranking as the second-best travel destination in the United States by Travel + Leisure magazine. Then, Heather Hodges, Director of Institutional Advancement at The Historic New Orleans Collection, joins the show to talk about the $6.4 million dollar renovation of the old K-Paul’s Kitchen at 416 …
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The Historic New Orleans Collection will begin using the old K-Paul’s Kitchen
13:10
13:10
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13:10Heather Hodges, Director of Institutional Advancement at The Historic New Orleans Collection, joins Newell to talk about the $6.4 million dollar renovation of the old K-Paul’s Kitchen at 416 Chartres St. When it’s completed in August, the 3-story structure will house staging areas and prep space where HNOC staff can build and assemble the increasin…
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New Orleans is ranked the 2nd-best travel destination in the US by Travel + Leisure magazine.
12:56
12:56
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12:56Newell talks about the City of New Orleans ranking as the second-best travel destination in the United States by Travel + Leisure magazine.
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Guaranteed Income Is Necessary to Thrive During Retirement
6:25
6:25
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6:25When we retire, the paycheck stops. Bob explains how to create guaranteed income so you can cover expenses and thrive throughout retirement.
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#123: Tax Saving Strategies for Physician Parents with Ken Eremita, CPA
29:02
29:02
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29:02Even as a physician mom or dad, the thought of taking your kid to the ED can be scary. Lots of docs, especially self-employed docs, also dread the idea of taking on the IRS alone. If that's you, listen in as Nate Reineke and Ben Utley discuss tax strategies with Ken Eremita, CPA. From his office in Los Angeles, Ken offers tax planning, preparation,…
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Tax Planning For Wealthy Americans with Neil Jesani
52:41
52:41
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52:41For a long time now I’ve been telling my high net worth clients that, as their wealth increases, they need to upgrade their advisory team. Too many families remain loyal to accountants and tax consultants who do not deal with clients of a similar profile. My guest today only deals with American clients earning $2 million plus a year, providing a mi…
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The Epstein client list: Does it exist? And if so, why is the White House denying it? Plus, why too many murders go unsolved
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40:00A surprise reversal in the Jeffrey Epstein narrative has many people wondering what's going on and why Attorney General Pam Bondi went from saying a list of the sex offender's clients were on her desk to saying the list doesn't exist. Plus, more than half of American murders go unsolved and Red Meat digs into why.…
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Mayor Cantrell continues her "O, Woe Is Me" Tour (Full Show: 7/8/2025)
1:52:13
1:52:13
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1:52:13On today's show, Newell talks about Mayor LaToya Cantrell vetoing a $20M deal with Tulane for Charity Hospital renovations.Then, Newell has onMichael Kimble, Fire Chief of the Baton Rouge Fire Department, to talk about the rescue and relief efforts in the aftermath of the flash floods,Jerome Jupiter, Chief Operations Officer of the Youth Empowermen…
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Jefferson Parish will get a new Design District
37:32
37:32
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37:32This hour, Newell is joined by Jerry Bologna, President & CEO of JEDCO, to talk about the announcement of the creation of the Jefferson Parish Design District, a 320-acre area located in Old Jefferson near the Orleans-Jefferson Parish line. Then, Ronal Serpas, Professor of Practice in the Department of Criminal Justice at Loyola, joins the show to …
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Why do 50% of American murders go unsolved?
23:27
23:27
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23:27According to a recent New York Times article, nearly half of American murderers get away with it. Most crimes go unsolved, emboldening criminals and potentially leading to more violence. Ronal Serpas, Professor of Practice in the Department of Criminal Justice at Loyola, joins Newell to discuss the surprising statistic.…
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JEDCO and Jefferson Parish announce the creation of the Jefferson Parish Design District
10:52
10:52
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10:52Jerry Bologna, President & CEO of JEDCO, joins Newell to talk about the announcement of the creation of the Jefferson Parish Design District, a 320-acre area located in Old Jefferson near the Orleans-Jefferson Parish line. The new district is home to over a dozen interior design-related businesses. In recent years, the area has grown organically in…
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How the "Big Beautiful Bill" addresses immigration and border security
37:34
37:34
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37:34This hour, Newell has on Jerome Jupiter, Chief Operations Officer of the Youth Empowerment Project (YEP), to talk about how their organization engages underserved young people through community-based education, mentoring, enrichment, and employment readiness programs to help them develop skills and strengthen ties to family and community. Then, Ira…
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What provision does the "Big Beautiful Bill" provide for homeland security?
14:16
14:16
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14:16Ira Mehlman, Media Director at the Federation for American Immigration Reform (FAIR), joins Newell to discuss the provisions in the "Big Beautiful Bill" for immigration and border security.
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The Youth Empowerment Project has been helping underserved youth for 20 years
19:19
19:19
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19:19Jerome Jupiter, Chief Operations Officer of the Youth Empowerment Project (YEP), joins Newell to talk about how their organization engages underserved young people through community-based education, mentoring, enrichment, and employment readiness programs to help them develop skills and strengthen ties to family and community.…
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Can anyone make sense of Mayor Cantrell's decision to veto Tulane's $20M deal for Charity renovations?
37:07
37:07
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37:07This hour, Newell talks about Mayor LaToya Cantrell vetoing a $20M deal with Tulane for Charity Hospital renovations. Then, Michael Kimble, Fire Chief of the Baton Rouge Fire Department, joins the show to talk about Louisiana crews assisting with the rescue and relief efforts in Kerrville, Texas, in the aftermath of flash floods.…
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Louisiana crews are in Kerrville, Texas, to assist with rescue and relief efforts
12:19
12:19
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12:19Crews from Louisiana are in Texas today looking for victims of the deadly flash flooding. The state fire marshal says a combined 12-member team from Louisiana Task Forces deployed to Texas to support ongoing emergency efforts in response to the catastrophic flooding that has left dozens dead and many more missing. Michael Kimble, Fire Chief of the …
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Why would Mayor Cantrell deprive New Orleans of the Wisner Trust money?
15:55
15:55
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15:55Newell talks about Mayor LaToya Cantrell vetoing a $20M deal with Tulane for Charity Hospital renovations.
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Alex Murray, market president of Newport Beach, and Boryana Zamanoff, senior wealth strategist, break down key insights from our report, Mastering the Sale.By BNY Wealth
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Mortgage Advice You Can’t Miss — Interview with Todd Nerlinger From Union Savings | Repair The Roof Podcast
45:05
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45:05👉Get started on your estate plan—watch our, on-demand workshop: https://www.daytonestateplanninglaw.com/what-we-do-and-how-we-help-webinar/ Todd Nerlinger of Union Savings Bank breaks down today’s mortgage market—interest rates, loan options like blanket, bridge, and asset dissipation loans—and guides first-time buyers through the process. ========…
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16 – Market Mayhem & Roth Opportunities: How Volatility Can Work in Your Favor
24:53
24:53
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24:53In this episode of The Asset Preservation Hour, financial advisor Stewart Willis unpacks the recent market volatility and reveals why it’s not time to panic, it’s time to plan. From smart Roth conversions during market dips to in-service rollovers and the difference between Roth IRAs and life insurance for legacy planning, Stewart lays out actionab…
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S3 E52 Boring Is Sexy: The Wealth-Building Strategy Most Investors Overlook with Dani Beit-Or
50:28
50:28
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50:28Send us a text In this conversation, Dani Beit-Or shares his journey in real estate investing, starting from his first investment experience to the lessons learned during the 2008 financial crash. He emphasizes the importance of being mentally prepared for the challenges of property management and the stability that can come from unexpected tenant …
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This week on Success in the New Retirement, Damon Roberts & Matt Deaton discuss various strategies for turning retirement portfolios into reliable income streams. They emphasize the importance of creating a financial plan that accounts for income needs, market fluctuations, and emotional decision-making. The conversation also touches on the role of…
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From Paycheck to Purpose: Your Urgent Retirement Wake-Up Call
17:42
17:42
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17:42In this must-hear episode, financial strategist John Blanchard breaks down how market volatility could derail your retirement dreams—and what you can do right now to protect your future. Discover the “Now, Soon, Later” asset allocation strategy that smart retirees are using to weather uncertainty and secure lasting income. But it’s not just about m…
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#395 | Estate Planning for Beneficiaries: What is Taking So Long?
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4:06#395 | 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗳𝗼𝗿 𝗕𝗲𝗻𝗲𝗳𝗶𝗰𝗶𝗮𝗿𝗶𝗲𝘀: What is Taking So Long? It should be simple. 𝗬𝗼𝘂'𝗿𝗲 𝗮 𝗯𝗲𝗻𝗲𝗳𝗶𝗰𝗶𝗮𝗿𝘆—you're supposed to receive something, right? So 𝘄𝗵𝘆 𝗰𝗮𝗻 𝗶𝘁 𝗳𝗲𝗲𝗹 𝗹𝗶𝗸𝗲 𝘆𝗼𝘂'𝗿𝗲 𝘀𝘁𝘂𝗰𝗸 waiting, worrying, and wondering what’s going on?" Whether you've been named in a will or anticipate an inheritance in the future, our short video might surpris…
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Can You Afford to Retire? What to Know About Retirement Health Care Costs
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40:37In this Fourth of July weekend episode of Protect Your Assets, David Hollander considers what financial freedom means in retirement, and the often-overlooked role of retirement health care costs. From navigating Medicare and long-term care options to assessing how health-related expenses may impact your retirement strategy, this episode offers a ra…
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#394 | For Parents - When "What If?" Becomes "What Now?"
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2:35#394 | For Parents - When "What If?" Becomes "What Now?" 💡 Dear Parents, Here’s the Truth: You Plan for Playdates, But Have You Planned for the Unthinkable? It’s a conversation no parent wants to have — but one that matters more than almost anything else. If something unexpected happens to you, who will raise your children? Who will manage their fi…
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A Big Beautiful Deep Dive into the Big Beautiful Bill (Full Show: 7/7/2025)
1:57:00
1:57:00
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1:57:00On today's show, Newell takes a deep dive into the "One Big Beautiful Bill" and addresses Mayor LaToya Cantrell calling criticism against her a "crucifixion" while speaking at an Essence Fest panel. Then, Newell has on Dr. Robert Hogan, professor & Department Chair of Political Science at LSU, to talk about the passing of the "Big Beautiful Bill,"D…
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What's the economic impact of the "Big Beautiful Bill"?
38:03
38:03
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38:03This hour, Newell is joined by Guy Williams, President of Gulf Coast Bank & Trust, to talk about the economic impact of the "Big Beautiful Bill," how the bill addresses Medicaid spending, and how it affects student loans.
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Access to healthcare in Louisiana may become more egregious for lower-income recipience
38:40
38:40
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38:40This hour, Newell has on Dr. Jennifer Avegno, Director of the New Orleans Health Department, to explain how the "Big Beautiful Bill" will affect New Orleans and Louisiana when it comes to healthcare and food security. Then, Ryan Young, Senior Economist with the Competitive Enterprise Institute, joins the show to discuss June's jobs report.…
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Where were the sirens? Questions rise in devastating Texas floods as hope wanes for more survivors
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25:38
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25:38At least 89 people are dead in Texas after flash floods tore through over July 4th, wreaking havoc in the region and killing girls at a popular summer camp. Get the latest updates and insight from Texas leaders and reporters on the ground for KRLD Radio in Dallas, Texas.
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155. Making the Most of the Main Residence CGT Exemption
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6:04
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6:04Fan Mail - Send us a Text Message Terry Waugh is a solicitor, mortgage broker and tax adviser. Today I’m talking about making the most of the main residence exemption for capital gains tax. — If you would like to ask a question which could be answered by Terry on the podcast please go to the podcast page and follow the instructions. www.structuring…
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The "Big Beautiful Bill" will affect Louisiana's access to healthcare and food security
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25:45Dr. Jennifer Avegno, Director of the New Orleans Health Department, joins Newell to explain how the "Big Beautiful Bill" will affect New Orleans and Louisiana when it comes to healthcare and food security.
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Mayor Cantrell calls criticism against her a "crucifixion"
40:12
40:12
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40:12This hour, Newell addresses Mayor LaToya Cantrell calling criticism against her a "crucifixion" while speaking at an Essence Fest panel. Then, Dr. Robert Hogan, professor & Department Chair of Political Science at LSU, joins the show to talk about the passing of the "Big Beautiful Bill."
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The passing of the "Big Beautiful Bill" reveals the power that Trump possesses
17:37
17:37
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17:37The "Big Beautiful Bill" just passed the Senate. What happens now? Dr. Robert Hogan, professor & Department Chair of Political Science at LSU, joins Newell to shed some light on what changes the "Big Beautiful Bill" will entail and the political implications of it passing.
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We're guilty of "crucifying" Mayor Cantrell with questions about why things aren't getting done
13:12
13:12
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13:12Newell addresses Mayor LaToya Cantrell calling criticism against her a "crucifixion" while speaking at an Essence Fest panel.
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In this episode we discuss the option to convert an IRA into a ROTH and what you should consider for your retirement plan.
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A Bolt-On WA State Estate Tax Strategy. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm wi…
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#187 | Why Financial Advice Must Reach Underserved Communities Now
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3:26
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3:26Who really gets access to good financial advice — and who’s left behind? Financial resilience shouldn't be a privilege. In this episode, we explore how underserved and underrepresented communities — from LGBTQ+ individuals to visible minorities — are often excluded from the guidance they need most. You’ll discover: Why traditional financial systems…
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Market Insights and Strategies with Peter Schiff
46:29
46:29
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46:29Peter Schiff has spent decades challenging conventional narratives. Sometimes controversial, often contrarian, and never afraid to speak his mind, he’s a fearless independent thinker who cuts through the noise and demands a closer look at what’s really happening in the markets—and what could be coming next. Robert caught up with Peter at FreedomFes…
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Episode 105: Evaluating Risks of Emerging Technologies and Practices
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11:15
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11:15Staying ahead of risk means understanding new technologies and trends. This episode focuses on how to evaluate emerging threats related to artificial intelligence, blockchain, edge computing, and evolving regulatory landscapes. You will learn how to audit control readiness, policy alignment, and adoption strategies—essential knowledge for CISA ques…
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