Best Medicaid Asset Protection Podcasts (2025)

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#391 | DIY Trust Dangers & Disasters 0:57

2d ago0:57

0:57

#391 | DIY Trust Dangers & Disasters 𝗖𝗮𝗻 𝗬𝗼𝘂 𝗥𝗲𝗮𝗹𝗹𝘆 𝗗𝗜𝗬 𝗮 𝗧𝗿𝘂𝘀𝘁? Bought the kit… but never used it? Or perhaps you filled it out and had it notarized, thinking that's all it takes? 🚫Not so fast. We're bringing back one of our most popular YouTube videos, and it’s more pertinent than ever with the growing trend of DIY and digital wills. While DIY es…

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Streamlining the Patient Referrals Chain with Trey Holterman 19:53

2d ago19:53

19:53

In this episode, Tennr cofounder and CEO Trey Holterman sits down with a16z’s David Haber and Jay Rughani to unpack one of healthcare’s most overlooked pain points: patient referral logistics. When a patient is referred to a specialist and told that the specialist will follow up with them, what happens next? A convoluted system sometimes involving …

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#390 | Multiple Property Owners: Serious Risks Part 2 of 2 - Family & Finances 4:54

3d ago4:54

4:54

#390 | Multiple Property Owners: Serious Risks Part 2 of 2 - Family & Finances You've strategically built your real estate portfolio with great care. However, if your estate planning doesn't reflect the same meticulous attention, your family could face: ⚠️ Costly court delays ⚠️ Power struggles between children/heirs ⚠️ Financial chaos during perio…

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The Truth About Retiring with $1M (Surprising Results from Case Study) | The Limitless Retirement Podcast 21:49

4d ago21:49

21:49

👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started In this conversation, Danny Gudorf discusses the viability of retiring with a million dollars, using a real client case study to illustrate effective strategies for optimizing retirement income. He emphasizes the importance of strategic management of investments, withdraw…

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#389 | Blended Family Crisis: Depleted Trusts & Broken Promises 7:30

5d ago7:30

7:30

#389 | Blended Family Crisis: Depleted Trusts & Broken Promises 𝗗𝗮𝗱 𝗠𝗮𝗱𝗲 𝗮 𝗣𝗿𝗼𝗺𝗶𝘀𝗲. 𝗦𝘁𝗲𝗽𝗺𝗼𝗺 𝗜𝗻𝘀𝗶𝘀𝘁𝗲𝗱 𝗼𝗻 𝗦𝗲𝗹𝗹𝗶𝗻𝗴. 𝗪𝗵𝗮𝘁 𝗡𝗼𝘄? Navigating blended families and verbal promises can make estate planning particularly challenging—especially when those heartfelt commitments aren't mirrored in the legal documentation. In this episode, we delve into the conseq…

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#388 | Multiple Property Owners: Serious Risks Part 1 of 2 - Legal 4:23

5d ago4:23

4:23

#388 | Multiple Property Owners: Serious Risks Part 1 of 2 - Legal If you've worked hard to build a real estate portfolio, don't leave its future up to chance. 🏠💼 Owning multiple properties comes with significant legal risks that many families tend to overlook—especially without the safeguard of a trust. From the complexities of probate to the publ…

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Fiduciary Duties, Legal Deserts, and the Future of Mentorship | Season 1 Episode 11 31:14

5d ago31:14

31:14

In this episode of Death and Dirt, we’re joined by Alison T. Smith, a leading trusts and estates attorney and past Chair of the Pennsylvania Bar Association’s Real Property, Probate, and Trust Law Section. Alison shares practical insights from her work advising fiduciaries on their roles, responsibilities, and how to set expectations with beneficia…

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#387 | Plan Your Life Like It's Your Next Vacation 5:22

6d ago5:22

5:22

#387 | Plan Your Life Like It's Your Next Vacation “Dreams are the fuel of the human spirit.” — The Dream Manager We 𝗺𝗲𝘁𝗶𝗰𝘂𝗹𝗼𝘂𝘀𝗹𝘆 𝗽𝗹𝗮𝗻 𝗼𝘂𝗿 𝘃𝗮𝗰𝗮𝘁𝗶𝗼𝗻𝘀—down to the flights, hotels, meals, even our outfits. So why, when it comes to 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗼𝘂𝗿 𝗳𝘂𝘁𝘂𝗿𝗲—our health, family, and legacy— do we often 𝗹𝗲𝗮𝘃𝗲 𝗶𝘁 𝘁𝗼 𝗰𝗵𝗮𝗻𝗰𝗲? This episode is your reminder to stop …

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#386 | How to Acquire Unclaimed Property 6:03

9d ago6:03

6:03

#386 | How to Acquire Unclaimed Property 𝗪𝗵𝗼 𝗛𝗮𝘀 𝗥𝗶𝗴𝗵𝘁𝘀 𝘁𝗼 𝗨𝗻𝗰𝗹𝗮𝗶𝗺𝗲𝗱 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆? Have you ever wondered what happens to a relative's property if they pass away and no one claims it? Can you, as a family member or even a non-family member, stake a claim? Navigating the legal complexities of unclaimed property involves more than just showing interest. …

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#385 | Disinheritance: Is "Something" Really Better Than Nothing? 5:36

10d ago5:36

5:36

#385 | Disinheritance: Is "Something" Really Better Than Nothing? If you're considering disinheriting someone from your estate, should you give them a small amount just to “check the box”? (𝘉𝘢𝘴𝘦𝘥 𝘰𝘯 𝘢 𝘷𝘪𝘦𝘸𝘦𝘳 𝘲𝘶𝘦𝘴𝘵𝘪𝘰𝘯.) You might be in for a surprise—this seemingly small gesture can actually invite legal complications. 💡 Discover a real-life example…

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#384 | Is Your Estate Plan Still Doing It's Job? 6:46

11d ago6:46

6:46

#384 | Is Your Estate Plan Still Doing It's Job? 🔍When was the last time you checked? Significant life events—such as marriage, the arrival of a new baby, the loss of a loved one, or purchasing new property—can render your existing plan outdated. Even the simple passage of time can necessitate adjustments. In this insightful video, I delve into rea…

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#383 | Would You Rather... Pay $1,000 or $10,000? 3:58

12d ago3:58

3:58

#383 | Would You Rather? $1,000 vs $10,000 𝗧𝗵𝗲 𝗦𝘂𝗽𝗲𝗿𝗽𝗼𝘄𝗲𝗿 𝗬𝗼𝘂 𝗡𝗲𝗲𝗱 𝗳𝗿𝗼𝗺 𝟭𝟴 - 𝟭𝟭𝟴. Most people wait too long. But adulthood comes with both opportunities & responsibilities. Are you prepared to take control? Consider this: What happens if you suddenly can't speak for yourself? Who will pay your bills or make critical medical decisions on your behalf…

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Should Your Estate Plan Have Separate Share or Preservation Trusts? | Repair The Roof Podcast 13:25

12d ago13:25

13:25

In this episode, Ted Gudorf highlights the importance of protecting family wealth through trusts, specifically focusing on separate share trusts and preservation trusts. He explains how these irrevocable trusts can shield assets from creditors, lawsuits, and other financial risks, ensuring that wealth is preserved for future generations. Ted provid…

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From Chaos to Clarity in Data with Malinka Walaliyadde 23:23

12d ago23:23

23:23

What if one of healthcare’s most complex administrative challenges—revenue cycle management—was reframed as a data science problem? In this episode, Malinka Walaliyadde, cofounder and CEO of AKASA, joins Julie Yoo to unpack how large language models have the potential to transform hospital revenue by automating highly nuanced coding and billing wor…

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#382 | Guardianship: Protect Your Kids From Financial Abuse 4:22

13d ago4:22

4:22

#382 | Guardianship: Protect Your Kids From Financial Abuse 𝗟𝗼𝘃𝗲, 𝗧𝗿𝘂𝘀𝘁 & 𝗠𝗼𝗻𝗲𝘆 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 When it comes to selecting guardians for your children, love and trust are just the beginning. Have you considered what might happen if the person responsible for your child's care also manages their finances? This real-world dilemma surprised one family, hig…

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Why Your Family Needs a Multi-Client Family Office? | Repair The Roof Podcast 8:35

15d ago8:35

8:35

👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started In this conversation, Ted discusses the critical importance of integrated financial planning, highlighting the common pitfalls individuals face when their financial advice is not coordinated with their estate, tax, and investment plans. He introduces Gudorf Financial Grou…

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#381 | Overwhelmed at the Thought of a Trust? We Make it Simple. 5:43

16d ago5:43

5:43

#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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#380 | After Medicaid, Is Probate Even Worth It? 5:25

17d ago5:25

5:25

#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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#379 | When Love Isn't Enough: Parenting Beyond Presence 5:45

18d ago5:45

5:45

#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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#378 | Will Your Vacation Home Mean Extra Probate? 3:18

19d ago3:18

3:18

#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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4 Things You Must Know Before Retiring With a Pension | The Limitless Retirement Podcast 11:55

19d ago11:55

11:55

Get ready for an in-depth look with financial planner Danny Gudorf, who breaks down the distinctive challenges and tactics for retiring with a pension. He stresses the value of specialized pension knowledge, highlights the possibility of steeper tax brackets in retirement, shares insights on Roth conversions, and clarifies the widow’s penalty facin…

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#377 | Estate Planning for Giving Families 3:06

20d ago3:06

3:06

#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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Market Crash? The Surprising Math Behind Buying the Dip in Retirement | The Limitless Retirement Podcast 10:17

22d ago10:17

10:17

Danny dives into market dips, offering smart strategies for both investors and retirees. He stresses the importance of staying calm, resisting impulsive buying, and committing to a disciplined, long-term plan to navigate volatility and pursue future growth. Takeaways Market declines are normal and happen frequently. Successful retirees understand v…

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#376 | Daily Baby Steps = Monumental Growth 2:33

23d ago2:33

2:33

#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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#375 | How to Sell a House in an Irrevocable Trust 3:32

24d ago3:32

3:32

#375 | How to Sell a House in an Irrevocable Trust 𝗪𝗵𝗮𝘁 𝗵𝗮𝗽𝗽𝗲𝗻𝘀 𝘄𝗵𝗲𝗻 𝘁𝗵𝗲 𝗵𝗼𝘂𝘀𝗲 𝗶𝘀 𝗶𝗻 𝗮𝗻 𝗶𝗿𝗿𝗲𝘃𝗼𝗰𝗮𝗯𝗹𝗲 𝘁𝗿𝘂𝘀𝘁… 𝗮𝗻𝗱 𝗠𝗼𝗺 𝘄𝗮𝗻𝘁𝘀 𝘁𝗼 𝗺𝗼𝘃𝗲 𝗼𝘂𝘁? A great listener question sparked this one: two siblings, acting as trustees, manage a trust holding their mother’s home. Now, she wishes to sell the house and move into an apartment or assisted living facility... 🏠C…

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#374 | Estate Planning Information Overload - How to Sift Through It. 2:59

25d ago2:59

2:59

#374 | Estate Planning Information Overload - How to Sift Through It. 𝗖𝗼𝗻𝘁𝗲𝗻𝘁 𝗼𝘃𝗲𝗿𝗹𝗼𝗮𝗱 𝗶𝘀 𝗿𝗲𝗮𝗹. In a world flooded with books, blogs, podcasts, and videos out there—how do you know which advice to follow? It's so much more than just amassing endless facts and information… it’s about connecting with the right voice that genuinely resonates with you.…

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If You Have A Living Trust, Do You Still Need A Will? | Repair The Roof Podcast 12:43

26d ago12:43

12:43

Ted explains the vital role of both a living trust and a pour-over will in estate planning. Together, they protect assets, support loved ones, and ensure wishes are honored. He dispels myths about trusts replacing wills and warns of the risks of not having both. ======================= Takeaways You need both a will and a living trust. A living tru…

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#373 | Disinheriting? Just a Will is NOT Enough! 3:43

26d ago3:43

3:43

#373 | Disinheriting? Just a Will is NOT Enough! 💬 “𝗜’𝗹𝗹 𝗷𝘂𝘀𝘁 𝘄𝗿𝗶𝘁𝗲 𝘁𝗵𝗲𝗺 𝗼𝘂𝘁 𝗼𝗳 𝘁𝗵𝗲 𝘄𝗶𝗹𝗹.” Sounds simple, right? But when it comes to disinheriting a child, a basic will might not protect your true wishes—and could actually invite conflict. In this short episode, we share real-world insight into why your plan requires more than just good intentions…

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Superaging with Eric Topol 42:42

26d ago42:42

42:42

What if we stopped trying to cure disease and started preventing it instead? In this episode, Eric Topol, founder and director of the Scripps Research Translational Institute and a cardiologist, scientist, and author, joins a16z general partner Vijay Pande to unpack the future of aging, prevention, and precision health—as explored in Eric's new boo…

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#372 | A Real Estate Trend We Should All Pay Attention To 2:02

27d ago2:02

2:02

#372 | A Real Estate Trend We Should All Pay Attention To 𝗧𝗿𝗲𝗻𝗱𝘀𝗲𝘁𝘁𝗶𝗻𝗴 𝗡𝗬𝗖 𝗛𝗼𝗺𝗲𝗼𝘄𝗻𝗲𝗿𝘀 𝗪𝗲 𝗖𝗮𝗻 𝗟𝗲𝗮𝗿𝗻 𝗙𝗿𝗼𝗺 🚨 Are you a real estate owner without a trust? You might be missing out on a crucial trend. Recent developments in NYC real estate highlight a significant shift in estate planning practices. In this enlightening video, we explain why an increasin…

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#371 | Estate Planning is Not a Takeout Menu 5:37

1M ago5:37

5:37

#371 | Estate Planning is Not a Takeout Menu 𝗔𝗿𝗲 𝘆𝗼𝘂 𝗱𝗿𝗶𝘃𝗶𝗻𝗴 the legal process—𝗼𝗿 𝗯𝗲𝗶𝗻𝗴 𝗴𝘂𝗶𝗱𝗲𝗱 through it? The success of your plan hinges on your approach. In this week’s book segment, we revisit "𝘛𝘩𝘦 4-𝘏𝘰𝘶𝘳 𝘞𝘰𝘳𝘬 𝘞𝘦𝘦𝘬" by Tim Ferriss and draw a powerful connection to the legal industry—especially estate planning. We'll share a thought-provoking qu…

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#370 | Don't Fall For This TOD Deed Misinformation 4:37

1M ago4:37

4:37

#370 | Don't Fall For This TOD Deed Misinformation 𝗧𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝗮𝗯𝗼𝘂𝘁 𝘂𝘀𝗶𝗻𝗴 𝗮 𝗧𝗿𝗮𝗻𝘀𝗳𝗲𝗿 𝗼𝗻 𝗗𝗲𝗮𝘁𝗵 𝗗𝗲𝗲𝗱 𝘁𝗼 𝗽𝗮𝘀𝘀 𝗼𝗻 𝘆𝗼𝘂𝗿 𝗵𝗼𝗺𝗲? It sounds like a quick fix — but its apparent simplicity can come with significant drawbacks. espite the widespread belief that it's a foolproof option, the reality is that many people overlook critical hidden risks until it’s too …

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#369 | What if You Contribute to but Don't Own the Home? 3:35

1M ago3:35

3:35

#369 | What if You Contribute to but Don't Own the Home? Imagine living in a home for decades, helping to pay the bills, and experiencing every high and low—yet your name isn't on the deed... so where does that leave you when the estate is settled? (𝘚𝘱𝘰𝘪𝘭𝘦𝘳 𝘈𝘭𝘦𝘳𝘵: 𝘠𝘰𝘶 𝘋𝘖𝘕'𝘛 𝘸𝘢𝘯𝘵 𝘺𝘰𝘶𝘳 𝘯𝘢𝘮𝘦 𝘰𝘯 𝘵𝘩𝘦 𝘋𝘦𝘦𝘥.) This scenario is more common than you might th…

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The Truth About Social Security at 62: How Early Filing Could Save Your Retirement | The Limitless Retirement Podcast 14:51

1M ago14:51

14:51

Should you grab your Social Security benefits at 62 or hold out for more? Danny lays out five surprisingly strong arguments in favor of claiming early. But this isn’t about rules—it’s about your situation. He dives into how life expectancy, tax impacts, and personal priorities all factor into this critical decision. Takeaways Filing at 62 can be fi…

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#368 | When Long-Term Partners Have Zero Rights 2:50

1M ago2:50

2:50

#368 | When Long-Therm Partners Have Zero Rights 𝗗𝗼 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲 𝗮 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗽𝗮𝗿𝘁𝗻𝗲𝗿 𝗯𝘂𝘁 𝗻𝗼 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻? This is one of the most overlooked risks in modern family life—especially for divorced parents or blended families. ➡️ Who would make medical or financial decisions for you? ➡️ Would your partner be left out entirely? ➡️ Could your ex have more say …

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#367 | Advisors - The Bigger Risk Your Clients Aren't Talking About 6:02

1M ago6:02

6:02

#367 | Advisors - The Bigger Risk Your Clients Aren't Talking About 📉 When markets dip, clients panic. We get it. But there’s an even greater threat many are overlooking—one that could jeopardize everything they’ve worked hard to build. 𝘛𝘩𝘪𝘴 𝘮𝘦𝘴𝘴𝘢𝘨𝘦 𝘪𝘴 𝘧𝘰𝘳 𝘮𝘺 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘴𝘰𝘳 𝘤𝘰𝘭𝘭𝘦𝘢𝘨𝘶𝘦𝘴 𝘩𝘰𝘭𝘥𝘪𝘯𝘨 𝘥𝘰𝘸𝘯 𝘵𝘩𝘦 𝘧𝘰𝘳𝘵. Together, let's reframe the conversati…

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Managing Risk: Insuring Real Estate Owned by a Trust or Estate | Season 1 Episode 10 35:50

1M ago35:50

35:50

In this episode of Death and Dirt, we take a deep dive into the increasingly complex world of real estate ownership and insurance, particularly in the context of trusts and estates. Our guest, Kevin Thomas—Partner and Personal Risk Practice Leader at USI Insurance Services—brings over 20 years of experience advising high-net-worth individuals on pr…

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#366 | Estate Planning 101: A Crucial Distinction - Longevity vs Quality of Life 7:56

1M ago7:56

7:56

#366 | Longevity vs Quality of Life: A Crucial Distinction Living longer isn't always better. For example, what if your health fails years before your body does? In this week’s reading, I explore a compelling concept from Dr. Peter Attia’s "𝘖𝘶𝘵𝘭𝘪𝘷𝘦" —the stark contrast between merely reacting to health problems as they arise… and proactively planni…

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#365 | Two Widows - One Devastating Week 4:40

1M ago4:40

4:40

#365 | Two Widows - One Devastating Week In this compelling episode, we share real stories from recent conversations that shook me—and should serve as a wake-up call for all of us. These aren't just legal matters. They represent life-altering moments that no one anticipates, but everyone should be prepared for. You don’t have to wait until tragedy …

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#364 | Adult Responsibly - When Should You Hire Your First Lawyer? 9:21

1M ago9:21

9:21

#364 | Adult Responsibly - When Should You Hire Your First Lawyer? *(Hint: It’s earlier than you think.)* Whether you're 18 or 80, your life is constantly evolving—and so are your legal needs. From unexpected hospital visits to planning for long-term care, each stage of life presents new challenges and opportunities that require informed legal & fi…

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#363 | Estate Planning & Special Needs: One Mistake That Could Cost Them Everything 3:14

1M ago3:14

3:14

#363 | Estate Planning & Special Needs: One Mistake That Could Cost Them Everything Real People. Hard Lessons... She thought owning the home with her mom meant everything was protected. But no estate plan... And a sibling with special needs. 𝘞𝘩𝘢𝘵 𝘩𝘢𝘱𝘱𝘦𝘯𝘴 𝘯𝘰𝘸 𝘤𝘰𝘶𝘭𝘥 𝘤𝘩𝘢𝘯𝘨𝘦 𝘦𝘷𝘦𝘳𝘺𝘵𝘩𝘪𝘯𝘨 𝘧𝘰𝘳 𝘵𝘩𝘦𝘪𝘳 𝘧𝘢𝘮𝘪𝘭𝘺. This short podcast outlines essential information…

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Medicaid Compliant Annuities & Asset Protection: An Expert Conversation with Dale Krause | Repair The Roof Podcast 43:23

1M ago43:23

43:23

Estate planning expert Dale Krauss unpacks the complex world of Medicaid planning, offering clarity on key distinctions between Medicare and Medicaid. He dives deep into the strategic use of annuities, the power of early planning for long-term care, and the role of trusts in protecting assets. Drawing from his own experience developing the Medicaid…

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Fueling Innovation with Data with Arif Nathoo 24:46

1M ago24:46

24:46

Arif Nathoo, cofounder and CEO of Komodo Health, joins Jorge Conde and Jay Rughani to explore the transformative potential of healthcare data in reshaping biotech and healthcare innovation. Arif reflects on a decade-long journey of unlocking the power of fragmented healthcare data, delving into Komodo Health’s “full-stack thesis” — a strategy that …

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#362 | The Hidden Barrier to Estate Planning - It's Not What You Think. 3:29

1M ago3:29

3:29

#362 | 𝗧𝗵𝗲 𝗛𝗶𝗱𝗱𝗲𝗻 𝗕𝗮𝗿𝗿𝗶𝗲𝗿 𝘁𝗼 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 Estate planning participation is declining—and it’s not because people don’t care. The real reason many people still avoid it may surprise you: ❌It’s not money. It’s not time. 🧠It’s about emotion. Discussing your own incapacity or death can be challenging. But what if it could be a straightforward, compa…

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#361 | Don't Take it Personally - A Lesson That Changes Everything 6:23

1M ago6:23

6:23

#361 | 𝗗𝗼𝗻'𝘁 𝗧𝗮𝗸𝗲 𝗜𝘁 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗹𝘆: 𝗔 𝗟𝗲𝘀𝘀𝗼𝗻 𝗧𝗵𝗮𝘁 𝗖𝗵𝗮𝗻𝗴𝗲𝘀 𝗘𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 Ever feel blindsided by someone's harsh words or behavior? This week's reflection dives into a powerful truth from "𝘛𝘩𝘦 𝘍𝘰𝘶𝘳 𝘈𝘨𝘳𝘦𝘦𝘮𝘦𝘯𝘵𝘴" by Don Miguel Ruiz — and it might just revolutionize how you handle conflict. Discover how personal growth intersects with everyday challenges. 🎓 L…

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#360 | Estate Planning: Death Tax Repeal - What it Could Mean for Your Family 3:21

2M ago3:21

3:21

#360 | 𝗗𝗲𝗮𝘁𝗵 𝗧𝗮𝘅 𝗥𝗲𝗽𝗲𝗮𝗹? 𝗪𝗵𝗮𝘁 𝗜𝘁 𝗖𝗼𝘂𝗹𝗱 𝗠𝗲𝗮𝗻 𝗳𝗼𝗿 𝗬𝗼𝘂𝗿 𝗙𝗮𝗺𝗶𝗹𝘆 A new proposal in Congress is stirring up conversation — the Death Tax Repeal Act of 2025. It’s not law (yet), but it could ignificantly alter the way wealth is transferred across generations and how families plan for their financial futures. Interestingly, the proposed changes might simpl…

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#359 | Can Inheritance Jeopardize Disability Benefits? 4:11

2M ago4:11

4:11

#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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The Stock Market Is Dropping: Exactly What to Do Right Now | The Limitless Retirement Podcast 10:29

2M ago10:29

10:29

As markets stumble, Danny offers a clear-eyed look at how retirees and pre-retirees can protect their futures. From smart portfolio adjustments to emotional discipline, he lays out practical steps for staying the course—and even finding opportunity—when volatility hits. Takeaways Market crashes trigger our fight or flight response. The recent marke…

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#358 | How Soon Should You Start Probate? 4:15

2M ago4:15

4:15

#358 | How Soon Should You Start Probate? When a loved one passes, it’s natural to feel like you have to do everything immediately. However, is it necessary to initiate the probate process right away? This short podcast delves into the optimal timeline for starting probate, as well as the potential consequences of delaying the process. ⚖️ Timing ma…

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#357 | The Real Financial Risk No One’s Talking About 2:54

2M ago2:54

2:54

#357 | The Real Financial Risk No One’s Talking About Everyone’s talking about the market dip. But 𝘄𝗵𝗮𝘁 𝗶𝗳 𝘁𝗵𝗲 𝗿𝗲𝗮𝗹 𝘁𝗵𝗿𝗲𝗮𝘁 𝘁𝗼 𝘆𝗼𝘂𝗿 𝘄𝗲𝗮𝗹𝘁𝗵 𝗶𝘀𝗻’𝘁 𝗹𝘂𝗿𝗸𝗶𝗻𝗴 𝗼𝗻 𝗪𝗮𝗹𝗹 𝗦𝘁𝗿𝗲𝗲𝘁? Before you panic-sell your portfolio, consider another significant threat—one that impacts 70-80% of us. Unlike market losses, this one can't bounce back. 💭 It's simple math - and we…

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