Posts Tagged ‘Estate Planning’
The Power of Trusts for Generational Wealth with Joel Nagel
If you’re reading this, chances are you’ve already taken the first step towards securing your financial future. But what about the financial futures of your children, grandchildren, or even your great-grandchildren? The journey towards financial stability isn’t a one-generation game; it’s about creating a lasting legacy that will provide for your loved ones long after…
Read MoreEstate Planning 101: Protecting Your Loved Ones
Can you confidently say your family’s financial future is protected? Staring down the barrel of a life-altering moment, I was forced to confront the fragility of existence and the critical importance of having one’s affairs in order. That harrowing experience became a catalyst for today’s soul-searching episode of the Money Advantage podcast, where we navigate…
Read MoreAvoid Pitfalls of Leaving an Inheritance, with Lee Hausner
In this episode of the Money Advantage podcast, we explore how to avoid the pitfalls of leaving an inheritance and ensure you leave a positive impact on future generations through intentional wealth management and legacy planning. Inheritance, a transfer of wealth from one generation to another, can be a double-edged sword. On one hand, it…
Read MoreWealth Transfer Risks that Can Cost You Big, with Ron Phillips
Want to know what happens to your real estate portfolio after you’re gone? In this episode, we’re talking with Ron Phillips—CEO of RP Capital, a real estate brokerage—about his client who passed away. It turns out, his family didn’t even know what assets he had, or what to do with them, and it almost cost…
Read MoreCustom-Designed Estate Planning, with Stephen Haynes
Considering estate planning, but not sure how to make it work best for your family? Wondering how to balance your unique age, stage, personalities, and goals? Does estate planning feel constrictive, or your ambitions seem bigger than what you can accommodate with a finite plan? Do you wonder how you could possibly know what’s best…
Read MoreEstate Planning for Everyone, with Andrew Weinhaus
Today, we’re talking with Andrew Weinhaus about why you need an estate plan. He’s an attorney who has worked in estate planning for 30 years. That means he knows it like the back of his hand. So, you get the tremendous value of hearing about estate planning in a way that’s relatable, plain and simple!…
Read MoreThe Night I Almost Died, and Why My Family Wouldn’t Need a GoFundMe
You can survive dying without needing a GoFundMe. I’m living proof. Three weeks ago, I almost died in an emergency operation after childbirth. Today, I’m looking down at the fluttering eyelashes of my snoring newborn, and my heart swells with enormous gratitude for the privilege of being alive to witness her life. In today’s podcast, my…
Read MoreEstate Planning That Works, with Rick Randall
Rick Randall says that estate planning that works is not the norm, but it does not have to be that way. The goal of estate planning is to dictate how you will transfer the baton of your life’s wealth and wisdom to generations after you. With it, you ensure your legacy will live on, beyond you,…
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