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Listen to how ordinary people built extraordinary wealth - and how you can too. You’ll learn how millionaires live on less than they make, avoid debt, invest, are disciplined and responsible! Featuring hosts from the Ramsey Network: Dave Ramsey, Ken Coleman, Rachel Cruze, George Kamel, Jade Warshaw, and Dr. John Delony.
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The Inheritance Solutions for a Diverse Community’s Podcast
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”Inheritance Solutions for a Diverse Community” with Richard Hall delves into strategies and insights to secure your legacy and ensure the care of your loved ones.
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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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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
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Douglas Goldstein, CFP® contributes a weekly piece to “The Jerusalem Post” about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and “nefesh b nefesh” folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profil ...
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The Wilmington Trust GEMs podcast series to help you plan for life’s major events.
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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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Do you know what will happen to your loved ones when something happens to you? If you don’t know the answer, or don’t like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.
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No jargon, no judgment — MoneyWatch is your no-nonsense guide to taking control of your finances. Join CBS News Business Analyst and Certified Financial Planner Jill Schlesinger and co-host Mark Talercio, CFP as they break down money matters in a way that actually makes sense. Feeling overwhelmed by financial decisions like tackling debt or planning for retirement? You're in the right place! Each episode, Jill and Mark go back to basics, diving into the financial topics you might be too emba ...
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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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A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
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Welcome to Financial Planning Unlocked – bringing together our investment and financial planning experts to discuss the latest hot topics. If you’re looking for information about how to make the most of your money and manage your personal finances, our Financial Planning Unlocked series covers a wide range of topics from financial wellbeing to inheritance tax.
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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management ...
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The latest news from the world of personal finance plus advice for those trying to make the most of their money.
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For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like: -Should I do Roth conversions? -Are there tax strategies I should be using? -Do I have the proper estate plan? -Is my portfolio allocation diverse enough? -Will I retire on time? Take Money Matters with you each week. Download the show wherever you get your podcasts.
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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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"Something More with Chris Boyd" is a financial talk show where we talk about not only those important dollar and cents issues, but also the quality-of-life issues that make the money matters matter. In addition to speaking about investment and planning concerns, we often invite guests to join us each week for new episodes & send in your questions/comments to: [email protected]
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Listen, Learn & Prosper. Wise Money Show is where individuals looking to build wise financial habits turn for advice. We’re all about teaching you how to make the right financial decisions in your life that align with your financial plan. If you are looking to be better prepared for retirement, pay fewer taxes, fully fund your retirement accounts, and more, then make sure you subscribe to this channel now!
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From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial freedom! A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about ...
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Educational podcast on the best ways to buy, store and inheritance plan with Bitcoin.
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Restoration Harvest
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Welcome to The Tax Compass Podcast by LSR Partners; a must-listen for expats, non-residents, and anyone with UK tax obligations abroad. Hosted by LSR Partners tax experts Laura Sant and Simon Roue, we’re here to simplify complex UK tax issues so you can confidently manage your finances, no matter where in the world you are. If you're navigating UK tax from overseas, planning a move, or dealing with HMRC, this podcast offers clear, practical guidance. Each episode covers essential topics, fro ...
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The podcast is filled with advice, tips, and many real-life examples demonstrating what can go wrong (and what can go right), depending on whether or not families plan accordingly in advance, communicate clearly with one another, and are willing to put petty and selfish differences aside. No one likes talking about death and inheritances before they absolutely have to, but as I have learned from personal experience, having these conversations earlier, rather than later, will save a lot of ti ...
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Are you ready to create your Legacy of Love? Welcome to The Legacy of Love Podcast, hosted by Sara Ecklein, a California licensed professional fiduciary dedicated to helping families navigate the complex world of estate planning, trust administration, and end-of-life care. In each episode, Sara shares her expertise and insights on planning for the future, empowering you to make informed decisions that ensure your final wishes are honored. From understanding your estate planning documents to ...
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How would your life change if you reached Financial Independence and got to the point where working is optional? What actions can you take today to make that not just possible but probable. Jonathan & Brad explore the tactics that the FI community uses to reclaim decades of their lives. They discuss reducing expenses, crushing debt, tax optimization, building passive income streams through online businesses and real estate and how to travel the world for free. Every episode is packed with ac ...
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Weekly investing and financial planning wisdom with Dan Betzel of Betzel Wealth Advisors in Columbus, OH.
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Navigating inheritance tax can be a daunting task, but with Harry Robinson's expert guidance, securing your family’s future has never been easier. Specialising in bespoke inheritance tax planning, Harry Robinson helps you preserve your wealth while ensuring compliance with UK tax laws. From minimising liabilities to creating tailored solutions, Harry Robinson’s meticulous approach offers peace of mind to individuals and families. Whether it's setting up trusts, managing gifts, or optimising ...
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This is a show about all things concerning Estate Planning. Topics range from information about Last Will and Testaments, revocable Living trusts to advance healthcare directives. We will also touch on related financial and family issues
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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The Being Pennywise podcast is coming to you from Pennywise Consultants who are financial lifestyle analysts specialising in creating and challenging lifestyle and household budgets. We will feature independent experts discussing how to navigate through divorce, Inheritance Act disputes, financial planning and dispute resolution in a collaborative way.
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Conversations with the best thought leaders on the non-financial side of family office work. Join host Joe Reilly as we learn from the top thinkers around wealth in families, inheritance, philanthropy and issues of wealth in the larger society. Great stories, insights and inspiration for the family principal or family office executive.
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www.cebuattorney.com Hi! I am Jan Edmond Yncierto-Ruz, your host in this co-learning channel. Welcome to a platform dedicated to providing free information and insights on real estate law and inheritance law in the Philippines for both lawyers and non-lawyers. It is crucial to stay informed about property laws and rights, especially regarding real estate, estate and succession, last wills, inheritance, absolute sale, donation inter vivos, agricultural tenancy (saop), land surveying, and othe ...
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Welcome to This Educational Life by Trane, a podcast that explores the challenges and triumphs of Superintendents and educators in K-12 education. A school is more than just four walls and a roof – it’s an impactful learning tool for students. Taking on the challenge of improving educational facilities today and leaving them better is no easy task, that’s why we’re putting together a blueprint for the school of tomorrow. We're looking at pioneering school districts who transform school build ...
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New Jersey Estate Planning Daily is the internet's most passionate show about New Jersey estate planning and probate. Hosted by David Campanile, owner of Campanile Law LLC, New Jersey Estate Planning Daily exists to talk about everything under the sun related to estate planning and probate, including: Last Will & Testament; Powers of Attorney; Living Will; Advanced Healthcare Directive; Medical Powers of Attorney; Revocable Trusts; Irrevocable Trusts; Special Needs Trusts; Medicaid Planning; ...
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Welcome to "The Lost Estate: Building Legacies Through Financial Literacy," a groundbreaking podcast series dedicated to empowering African American and Hispanic communities with the knowledge and tools necessary for effective estate planning and generational wealth creation. Hosted by Jermaine E. Whiteside, author, and visionary behind The Lost Estate Educational Series, this podcast deepens into the often-overlooked aspects of financial planning, offering actionable insights and expert adv ...
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We discuss life's hard financial questions to help you make smart choices with your money. New Episodes each week.
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealty
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Style-ish is the podcast for all things fashion, brand, business and beauty.
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Join our friendly team of solicitors as they answer common legal questions in our podcast series. Planning for your Future - covering Wills, Powers of Attorney, Deputyship, Inheritance Tax, Trusts and the Probate process. Dispute Resolution - covering Neighbour Dispute, Removing an Executor under a Will and Will/Inheritance Disputes. Company & Commercial - covering Possession Proceedings, Shareholder Agreements and Disaster Recovery Plans. Find out more about us, our services and what our cl ...
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Gary "GQ" Quackenbush shares his 30 years legal and teaching experience with listeners to help them understand and navigate topics like Wills, Trusts, Power of Attorney, inheritance, gifting, taxation, IRA, 401k, and small business.
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Welcome to The OMB Law Board, the podcast where legal insights meet practical advice. Hosted by Simon Bennett, Managing Partner at OMB Solicitors, this show delves into what you can expect when engaging with OMB Solicitors. Specialising in property law and commercial law, OMB also boasts dedicated teams for estate planning, contested estates, body corporate matters, litigation, and family law. Each episode features in-depth discussions led by experienced team leaders, some with over 20 years ...
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Attorney Barry Gardiner discusses legal issues relating to estate planning, wills and trusts, federal taxation, elder law, and other corporate and business law topics, especially as they relate to people and businesses in New York and New Jersey.
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Probate & Trust Attorneys discussing common questions and issues that arise in the estate planning process.
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Adam Walkom is a former investment bank trader and management consultant who is now a founding partner of Permanent Wealth Partners and author of Plan for Happy - A step-by-step guide to growing your wealth. Building wealth and investing are both much more of an art form than a science and have much more to do with human and behavioural psychology than economics. Join Adam as he goes on a journey interviewing fascinating guests who share their deeply-held insights and experiences from years ...
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Irish Tax Unwrapped is your go-to podcast for navigating the complexities of Ireland’s tax landscape. Hosted by Josh O'Connell and featuring Derek Andrews, the show breaks down everything from personal and corporate tax to estate planning and compliance, offering clear and practical advice for individuals, businesses, and professionals alike. Whether you're a business owner, an investor, or just curious, this podcast will break down Ireland's tax code for you. Each episode explores key tax i ...
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Private wealth, economy and geopolitics. ADL Wealth is a podcast service provided by ADL Estate Planning Ltd.
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Harry Robinson offers comprehensive financial planning services tailored to your unique needs. With years of experience in the industry, Harry understands the complexities of personal and business finance, providing expert guidance on investments, retirement planning, and wealth management. Whether you’re seeking to optimise your savings, navigate tax implications, or build a robust investment portfolio, Harry’s personalised approach ensures you receive the best strategies for your financial ...
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Money can often feel like a mysterious, taboo subject that we're reluctant to discuss with our friends and family. It's often seen as rude or unsavoury to talk about finances openly, but I'm here to change that narrative. Money doesn't have to be complicated, though it's not necessarily easy either. It all comes down to making those small, consistent steps that can shape your financial future. With over 20 years in finance, five years as a mortgage broker, and running my own finance and mort ...
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Season 1 was a warm and friendly look into the many aspects of family law, helping you navigate some of the more challenging circumstances. Season Two is time to learn about Wills, Probate, Tax, Trusts & Estate Planning with two experienced legal professionals from Timm's Solicitors.
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Kid’s Protection Planning: Why Every Parent Needs a Plan in Place
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Episode Summary: In this episode of Inheritance Solutions for a Diverse Community, host Kevin Rosenquist and Richard Hall discuss kids protection planning - an essential aspect of estate planning for parents. They explore the importance of having written instructions for children's care, factors courts consider in guardianship decisions, and common…
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#359 | Can Inheritance Jeopardize Disability Benefits?
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#359 | 𝗖𝗮𝗻 𝗮𝗻 𝗜𝗻𝗵𝗲𝗿𝗶𝘁𝗮𝗻𝗰𝗲 𝗝𝗲𝗼𝗽𝗮𝗿𝗱𝗶𝘇𝗲 𝗗𝗶𝘀𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀? When a loved one with disabilities is poised to receive an inheritance, even well-meaning actions can lead to unintended consequences—particularly when it comes to government benefits. Understanding the options available is crucial to safeguarding these benefits while ensuring the inheritanc…
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Around 1 in 2 people living in the UK will be diagnosed with cancer during their lifetime according to Cancer Research UK. That stark statistic is a reminder how the disease can impact families up and down the country, but it's not just the health of people diagnosed that can forever be changed. The finances of those who survive the disease can als…
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5 Biggest Stealth Retirement Costs – Chris Boyd and Jeff Perry review a recent article from Kiplinger’s magazine (linked below) as they discuss the “Five Biggest Stealth Costs in Retirement.” The conversation begins with the notion that most people planning for retirement have a basic understanding of their future cash flow needs. Chris and Jeff di…
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#381 | Overwhelmed at the Thought of a Trust? We Make it Simple.
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#381 | Overwhelmed at the Thought of a Trust? We Make it Simple. Feeling overwhelmed by the idea of setting up a trust? You're not alone. But here’s the thing—trusts are simply contracts, grounded in the same solid legal principles across most states. In this episode, see why trusts are more flexible and less intimidating than you might think. Whet…
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88% Of Stocks Are Owned By Three Companies—Does It Matter?
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💵 Sign up for EveryDollar today - Create a free Budget! Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible! Next Steps: 💰Need help with your investments? Connect with a SmartVestor Pro: (SmartVesto…
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Market Volatility: Portfolio Diversification Is Winning in 2025
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Amy Arnott, Morningstar Inc. portfolio strategist, discusses the success of the 60/40 portfolio and how diversification is paying off during market volatility this year. How Diversification Has Held Up Against Market Volatility in 2025 Which Asset Classes Have Been Strong Diversifiers in 2025? Which Asset Classes Have Struggled as Diversifiers? How…
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Friday Flight - Unemployment Uptick, Ridiculous Returns & The 4% Rule Debunked #993
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Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and help…
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Today we're joined by Barry Ritholtz, co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC, to discuss his recently released book, How Not To Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them. The goal of the book is to show you a few simple tools and models that will help you avoi…
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#380 | After Medicaid, Is Probate Even Worth It?
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#380 | After Medicaid, Is Probate Even Worth It? If your loved one received Medicaid before they passed, you might be wondering: 𝗜𝘀 𝗶𝘁 𝗲𝘃𝗲𝗻 𝘄𝗼𝗿𝘁𝗵 𝗼𝗽𝗲𝗻𝗶𝗻𝗴 𝗮 𝗽𝗿𝗼𝗯𝗮𝘁𝗲 𝗲𝘀𝘁𝗮𝘁𝗲? ❗Before you take that step, watch this video. There’s more at stake than you might realize—and in some cases, nothing left at all. Watch/Listen now to discover what you really ne…
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What to Do With Your Estate Plan After Losing a Spouse
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Losing a spouse is an emotionally overwhelming experience, and in the midst of grief, legal and financial matters often feel like the last thing anyone wants to think about. But making sure your estate plan reflects your new reality is one of the most important steps you can take after a loss. This episode walks through the essential updates and re…
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I am leaving my current employer of 24 years for a new company without a pension. Should I take the lump sum or monthly payments beginning as early as 60? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: …
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#379 | When Love Isn't Enough: Parenting Beyond Presence
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#379 | When Love Isn't Enough: Parenting Beyond Presence You baby-proof your home and plan for their college education, but are you prepared for the unforeseen? Have you ever pondered what would happen to your children if you weren't there to guide them? This excerpt from Chapter 3 of my upcoming book pulls back the curtain on a topic most parents …
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Love, Legacy, and Legalities: Purposeful Planning for Blended Families
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In this episode David Edey has a conversation with Emily Bouchard, an expert on family dynamics in estate planning. She is co-author of Estate Planning for the Blended Family. They discuss the complexities of estate planning for blended families—covering everything from updating beneficiaries to navigating difficult family conversations and making …
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We Built A $10 Million Net Worth By Following The Baby Steps
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💵 Sign up for EveryDollar today - Create a free Budget! Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible! Next Steps: 💰Need help with your investments? Connect with a SmartVestor Pro: (SmartVesto…
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I’m pretty sure everyone listening will want to either get out of debt, reduce the amount of clutter in their life, crush other financial goals, become healthier and happier… OR, why even choose? Why not select: d - all of the above?! That’s because that was the outcome of our guest today, Ashlee Piper, who documented her journey in her new book No…
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286. How can I evaluate crypto as a potential investment?
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Join us for this episode of A Wiser Retirement® Podcast as we dive into how to evaluate cryptocurrency as a potential investment and whether it deserves a place in your portfolio. We’ll also unpack the latest crypto news, from major acquisitions to pending legislation, and discuss how these developments could impact the future of digital assets. Re…
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With a bunch of pension options on the table, which one should we choose? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney…
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If your home isn't working for you, should you pack up and move or get the builders in and improve? Moving is expensive, aside from the price of the house there's Stamp Duty and solicitors fees to think about. So, is it worth getting the builders in instead if you're desperate for an extra bedroom? Insurance firm Aviva predicts 7 million of us will…
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#378 | Will Your Vacation Home Mean Extra Probate?
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#378 | Will Your Vacation Home Mean Extra Probate? 𝗢𝘄𝗻 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗶𝗻 𝗠𝗼𝗿𝗲 𝗧𝗵𝗮𝗻 𝗢𝗻𝗲 𝗦𝘁𝗮𝘁𝗲? You might be setting your loved ones up for the legal maze known as 𝗔𝗻𝗰𝗶𝗹𝗹𝗮𝗿𝘆 𝗣𝗿𝗼𝗯𝗮𝘁𝗲. Owning real estate outside your home state—whether it’s a second home, land, or an investment property—can create unexpected challenges, even if all other assets are in a trus…
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We recently received a listener DM about loneliness, which inspired us to do something different from our usual episodes. So, let us welcome you to our new segment, R U WELL? We’re asking you, our listeners, your thoughts and feelings on an array of lifestyle and wellness topics. First up? Loneliness. And, we'll also have some swaps for you, of cou…
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All my work comes from word of mouth and my phone never stops ringing. I'm starting to get tired and want to enjoy life. Do I have enough money to retire? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: …
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How to Avoid Surprises on Capital Gains in Your US Investments
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Ready to tackle U.S. taxes from Israel without the stress? Discover the key differences between realized and unrealized gains, and learn how realizing losses can actually help reduce your tax bill. It’s all about maximizing your investments and avoiding those surprise bills! Get the scoop on navigating cross-border tax reporting, and find out how t…
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Children's Allowances, Talking to Others About Money, and Separating Wealth and Worth
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Dr. Dan & Daniel discuss children's allowances, whether you should discuss money with your family, friends, and colleagues, and separating your self worth from your wealth. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealt…
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Don’t Assume – Chris Boyd, Jeff Perry, and Russ Ball explore several financial planning assumptions people sometimes make that are often not true. The episode begins with Russ Ball outlining a new “super catch-up” for workers ages 60-64, which leads to an overall review of retirement account limits and special catch-up opportunities. Jeff shares cl…
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Why Is My Investment Portfolio Underperforming?
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💵 Sign up for EveryDollar today - Create a free Budget! Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible! Next Steps: 💰Need help with your investments? Connect with a SmartVestor Pro: (SmartVestor In…
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#377 | Estate Planning for Giving Families 𝗘𝗻𝘀𝘂𝗿𝗲 𝗬𝗼𝘂𝗿 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻 𝗥𝗲𝗳𝗹𝗲𝗰𝘁𝘀 𝗬𝗼𝘂𝗿 𝗙𝗮𝗺𝗶𝗹𝘆'𝘀 𝗚𝗲𝗻𝗲𝗿𝗼𝘀𝗶𝘁𝘆 Whether you volunteer together or support cherished causes, your generosity can continue on, both beautifully and intentionally. Watch our brief yet impactful video that reveals one powerful method families can use to preserve their values and legac…
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What LGBTQ+ Families Need to Know About Estate Planning (And Why It’s Different) with Attorney Rebecca Secord
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Send us a text Happy Pride! In this powerful episode, Sara sits down with estate planning attorney Rebecca Secord to explore what it truly means to craft an inclusive, protective, and affirming estate plan- especially for members of the LGBTQ+ community. Rebecca shares her unique journey from real estate law into estate planning, highlighting how t…
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Ask HTM - Early Retirement Target Date Funds, Frugal Personal Hygiene, & Coercive House Painting #991
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Let’s kick off the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you …
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285. Fear, Greed, and the Markets: Mastering Emotional Investing (Part 2)
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Emotional investing is one of the biggest barriers to long-term financial success. With constant news cycles and market noise, it’s easy to make decisions based on fear, recent events, or overconfidence. In this episode of A Wiser Retirement® Podcast, we explore how the right framework, discipline, and guidance can help you stay focused and invest …
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With a ton of money tied up in the business, I'm starting to worry about the overall construction of our portfolio. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney…
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Deep Dive: Taxable Brokerage Accounts | Ep 549
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Episode Summary: Taxable brokerage accounts are often overlooked but are essential for building wealth and achieving early retirement. Brad Barrett and Cody Garrett highlight their flexibility, tax advantages, and strategic value. Cody Garrett provides insights on how to effectively navigate these accounts, dismantling common misconceptions while s…
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After receiving a sizable inheritance, I want to be smart in taking the next steps to ensure my future retirement. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our privacy practices…
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Should I Pay Off My Mortgage With an Inheritance?
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When you receive an inheritance, what's the wise way to use it? In this episode of Wise Money, we're responding to a question from a listener who is deciding whether to pay off his home, invest for retirement, or follow his accountant's advice—all while aiming to reduce taxes and make every dollar count. Tune in to learn how to align your inheritan…
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Bonds, Private Credit, Volatile Markets, Retirement Tips, and a Powerful Comeback Story
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On this week's Money Matters, Scott and Pat explore the evolution of fixed income investing—from traditional bonds to the rapidly expanding world of private credit—and what it means for your portfolio. They also offer practical advice on weathering market volatility in retirement and share a powerful conversation with a listener who’s rebuilding hi…
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People over the age of 60 hold nearly £3 trillion of wealth in the value of their homes, almost all of it mortgage free. That is more than half of all housing wealth in the UK. Under 35s by contrast control only £600 billion and half of that is mortgaged. These startling figures were published recently by the upmarket estate agent Savills which has…
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With millions entering the workforce, we're discussing some essential tips for managing money, setting goals and avoiding common financial mistakes after graduation. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney…
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One Big Beautiful Bill – Chris Boyd, Jeff Perry, and Russ Ball dig into the recently passed House of Representatives Budget Bill known as the “One Big Beautiful Bill.” The trio discusses the key items in the Bill, including making the Tax and Job Act income tax reductions permanent, eliminating taxes on overtime and tips, and increases in border an…
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Episode 71 - Strategies for Entrepreneurs to Build & Preserve Wealth
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In episode 71 of Building Wealthy habits, Randy, Laura and Jeremiah discuss essential strategies for entrepreneurs to build and preserve wealth while navigating the complexities of business ownership. They emphasize the importance of diversification, retirement planning, and cash flow management, as well as the need for clear business structures an…
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Episode 70 - Preparing to Sell Your Company
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In this episode of Building Wealthy Habits, Randy, Laura and Jeremiah discuss the essential preparations needed for selling a business. They emphasize the importance of planning ahead, structuring the business appropriately, and understanding the personal dynamics involved in the sale. Real-life examples illustrate the consequences of inadequate pr…
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Episode 69 - Why an Estate Plan is More Than a Will
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Today, Laura and Jeremiah Lee discuss the critical aspects of estate planning, emphasizing that it goes beyond just having a will. They explore the importance of advanced healthcare directives, the implications of probate, and the essential components of a comprehensive estate plan, including trusts and powers of attorney. Through real-life stories…
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This week, we are talking about the current state of the markets through a historical lens, examining past administrations and their economic impacts. We explore the lessons learned from the Carter-Reagan transition, the Great Depression under Hoover, and the recovery during FDR's New Deal. If anything, we want to emphasize the cyclical nature of t…
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Do you ever find yourself contemplating the complexities of inheritance, property transfer, and estate planning? Well in episode 67 of Building Wealthy Habits, we are tackling common misconceptions surrounding these topics, particularly regarding the implications of putting children on property titles and the tax benefits of inheritance. Randy and …
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Episode 66 - Retirement Catastrophes to Avoid
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In this Episode, Laura, Jeremiah and Randy discuss the critical catastrophes to avoid as individuals approach retirement. They emphasize the importance of planning for healthcare costs, the timing of Social Security benefits, and the necessity of estate planning. The discussion highlights common mistakes, such as overspending in early retirement an…
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Episode 65 - How to Know When It's NOT Time to Retire
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In this conversation, Laura, Randy, and Jeremiah discuss the signs that indicate someone may not be ready to retire. They explore various factors such as financial insecurity, the complexity of retirement income streams, the importance of budgeting, family dynamics, the search for purpose post-retirement, and the significant costs associated with h…
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This episode digs deep into effective tax strategies for minimizing tax liability, focusing on long-term planning, estate planning, retirement contributions, and smart investing. Randy, Laura and Jeremiah discuss the implications of recent tax law changes, the importance of proactive tax planning, and various strategies such as tax loss harvesting …
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Episode 63 - What Are We Seeing in the Markets, Q1 2025 Featuring Dr. Jason Thomas
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In episode 63 of Building Wealthy Habits, Randy, Laura and Jeremiah are joined once again by Dr. Jason Thomas discuss the current market performance and sentiment for Q1 2025. If you missed Jason’s previous drop into Building Wealthy Habits, check out episode 19! In this episode, the group analyzes the volatility in portfolios, the impact of sector…
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Episode 62 - Various Ways to Purchase a Business
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In episode 62 of Building Wealthy Habits, hosts Laura, Randy and Jeremiah discuss the essential steps and considerations involved in buying a business. They explore the motivations behind acquisitions, the importance of evaluating potential companies, financing options, structuring deals, and navigating negotiations. The discussion emphasizes the n…
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💵 Sign up for EveryDollar today - Create a free Budget! Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible! Next Steps: 💰Need help with your investments? Connect with a SmartVestor Pro: (SmartVestor In…
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#376 | Daily Baby Steps = Monumental Growth 𝗪𝗵𝗮𝘁 𝗶𝗳 𝘁𝗵𝗲 𝗸𝗲𝘆 𝘁𝗼 𝘀𝘂𝗰𝗰𝗲𝘀𝘀 𝘄𝗮𝘀𝗻’𝘁 𝗮 𝗴𝗿𝗮𝗻𝗱 𝗹𝗲𝗮𝗽—𝗯𝘂𝘁 𝗮 𝘀𝗲𝗿𝗶𝗲𝘀 𝗼𝗳 𝘀𝗺𝗮𝗹𝗹 𝘀𝘁𝗲𝗽𝘀 𝘁𝗮𝗸𝗲𝗻 𝗱𝗮𝗶𝗹𝘆? In this week’s book reading, I share another inspiring passage from "𝘛𝘩𝘦 𝘚𝘭𝘪𝘨𝘩𝘵 𝘌𝘥𝘨𝘦" by Jeff Olson. that captures just how powerful those small daily actions can be when paired with time. This book masterfully illustr…
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