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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.
 
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.
 
Listen to MacMillan Estate Planning's regular podcasts, as featured on CHQR's Talk to the Experts, to understand all the ins and outs of estate planning to effectively safeguard your significance. MacMillan Estate Planning offers a holistic approach to estate planning with all the people, processes, and technology that you need to plan your estate – either in person or virtually. Our team of lawyers, accountants, financial planners and counsellors offer a refreshing alternative to the banks, ...
 
Terry Martine answers your retirement planning questions. There are other "financial" podcasts, but only one that focuses on your specific needs. It's one thing to hear about a lot of theory, but we try to discuss specific strategies people are using today. Are you curious about what your retirement will look like? Do you have enough money saved to retire at 65? Maybe you want to retire before 65? Even if you have a financial planner, we will give you the tools to build your own financial pl ...
 
Most women think estate planning is boring, too technical, all about taxes, or somebody else's problem. Don't be one of them. Women tend to outlive men--so they end of either living with plans that they didn't prepare, find themselves without a plan when they need it most, or caring for someone with no plan at all. Join me, Liza Hanks, and my fascinating guests for in-depth, relevant conversations about how to get your plans in order and why it matters to the people and organizations that yo ...
 
The SMSF Strategy series is hosted by Chris Reed from Business Concepts Group (BCG). The eight-part podcast series covers key areas involved in having a Self Managed Super Fund including Fund Structure, property investing, Gearing, the family super Fund, Tax planning and Estate Planning. SMSF’s are becoming more and more popular but many Funds operate at a basic level. This series looks at helping trustees take their SMSFs to the next level and maximise the benefits of the SMSF. Chris also h ...
 
The Women in Focus (WIF) Podcast series is hosted by Sarah Power from Business Concepts Group (BCG). The eight-part podcast series goes through the various financial issues facing women, how they impact on their finances and what can be done to get them in order. The series covers the latest news in Financial Planning, Investing, Superannuation, Estate Planning, Financial Health, Debt Management and Women in Business. Sarah also hosts the News and Views podcast and joins BCG’s Chris Reed in ...
 
Welcome to the AICPA Personal Financial Planning Section podcast channel. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues. Visit us online at https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.
 
If you're self-employed and you want to learn about retirement planning and investing, this podcast is for you. **THIS IS NOT YOUR AVERAGE, BORING RETIREMENT PODCAST** The Rogue Retirement Lounge covers investing basics, real estate, self-directed IRAs, retiring abroad, and much more. We talk about how to find cash-flowing assets that can beat stock market returns with less risk. We also cover tax-reduction strategies, asset protection, macroeconomics and other financial goodness, along with ...
 
Smart Planning 101 Podcast ... shedding light on intelligent estate planning, strategic financial decision-making, health care options, and more. Host Nicole Wipp's mission is to educate and inspire people to make better estate, financial, health and business planning choices through knowledge, tools, and specific tactics that ensure a more secure future. Death planning, life planning, long term care planning, business planning, financial. Learn about helping loved ones or aging parents lega ...
 
Fun and informative, this real estate investment talk show has been broadcasting on conventional radio since 1997. Hosted by professional investor Robert Helms and financial strategist Russell Gray, 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 pro ...
 
Il ponte urbanistico tra Italia e UK - Pianificazione urbanistica, operazioni e investimenti immobiliari, edilizia e real estate messe a confronto da Lorenzo Pandolfi e Carlo Pagliai. The bridge between Italy and UK town planning, real estate, buildings and real estate compared by Lorenzo Pandolfi and Carlo Pagliai. Follows us: Lorenzo: Facebook https://www.facebook.com/lorenzo.pandolfi.904 Carlo: Blog https://www.studiotecnicopagliai.it/ YouTube https://www.youtube.com/carlopagliai Facebook ...
 
Featured on HGTV's "House Hunters International" (2004 - 2012). To this day no other real estate professional/real estate organization has been featured on "House Hunters International" for 8 consecutive years! => Go to the "Playlist" tab to see and listen to our many shows! This is the official Podcast Channel for the Compass TV Network & Compass Group International. Here, we will show you how to create the "Ultimate International Lifestyle!" Subscribe and "set yourself FREE!" Live in multi ...
 
The Cornell Real Estate Review is a student-run publication associated with the Baker Program in Real Estate at Cornell University. This podcast is focused on providing listeners with insight into the real estate industry by way of informative interviews and discussions with industry leaders. Reflecting the interdisciplinary nature of real estate, The Review covers a broad range of topics including design, business economics, engineering, finance, law, planning, development, marketing, and p ...
 
Survive and thrive in today's economy! With over 1,100 episodes in this Monday - Friday podcast, business and investment guru Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door), Todd Akin (Former US Congressman), Will ...
 
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show series
 
Durable Power of Attorney- I’m answering some frequently asked questions about the durable power of attorney in today’s video. Take a minute to refresh your knowledge about this necessary document and let me know if you have additional questions! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal co…
 
One of the potential tax changes widely discussed is the replacement of the IRC Section 1014 basis adjustment with gain realization at gift, death, and certain other transfers. In this episode of the PFP Section podcast, Bob Keebler and Marty Shenkman share the impact this could have on clients, including: The difference between funding trusts on a…
 
Where Should I Store My Estate Plan -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning…
 
Hey there! This week we've got a quick look at the Northwestern Mutual Planning & Progress Study. Check out the full document from Northwestern Mutual here I also give you a quick update on my progress in the Anthony Pompliano Crypto Academy. Good times!! Also, how has COVID shown YOUR readiness for retirement? I'd give myself about a C- grade on m…
 
Today's Flash Back Friday comes from Episode 809, originally published in March 2017. During this case study, client Vernon Grant offers up a classic example of a situation you or your parents may be in right now. Vernon asks Jason for investment guidance on the two properties his parents own that are in vastly different markets. It’s all about the…
 
Throughout the years, Nick has seen many situations where families come in to start estate planning during a crisis. Sometimes he's able to help out these families, but sometimes it's too late to put together a plan. We will discuss different crisis scenarios on today's show and what solutions might be present in each situation. Contact: 513-463-67…
 
If you heard last week's retirement news episode, you might have heard that Dave Ramsey prohibits his followers from investing in ETFs. But yet they're perfectly welcome to buy mutual funds. In today's episode I'm breaking down the similarities and differences between the two vehicles to reveal why Dave's advice is asinine. Also, some people will t…
 
An overview of the Organization for Economic Co-operation and Development, OECD, report and debate on inheritance tax. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights …
 
Real estate investing has worked throughout history. It works incredibly well in the markets Jason Hartman recommends. But there's one thing that could derail it (and everything else for that matter), and it's a worldwide phenomenon. Jason explains what's going on with the population of the world, and why it's a trend worth worrying about. Key Take…
 
Oh my! We cover a lot today, so light up, take a walk, grab a beer or do whatever you do. Let's learn some shite! Check out https://www.instagram.com/portlandlookslikeshit/ and watch how my city is swirling the bowl... Dig this article on Coinbase versus Blockfi. Get on the waiting list for the Blockfi credit card! Amp up your retirement with crypt…
 
Today's Flash Back Friday comes from Episode 295, originally published in January 2013. Jason Hartman is joined by author and real estate investor, Barb Getty, as she talks about her journey into real estate investing, what it takes to be a good landlord or property manager, how to find and keep great tenants, and explains the eviction process. The…
 
What are you allowed to do if you have a trust that owns your real property? Listen to find out! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe b…
 
The future of real estate and the future of renters looks pretty good. But that doesn't mean you can just buy and forget your investments, you still have to manage them. Jason Hartman recently did some reading on American's personal finance education and habits, and came away disillusioned. Listen in as Jason goes over some important things about p…
 
International Investor EP110: Bitcoin (Crypto Winter) Creating Passive Income! Cash Flow is KING! Why you need to balance your Crypto portfolio with "Income-Generating" Real Estate?"In the next Bitcoin bear market, make sure to create a passive income so you don't have to sell your coins to live. Cash flow is king and will help you accumulate in th…
 
Do wills expire? If you have an old will, is it still valid? What if you create one today, how long is it "good"? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hi…
 
Co-chair of the ULC’s Cohabitants Economic Remedies Act Committee explains the importance of having laws concerning the economic rights of unmarried cohabitants. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers pr…
 
The future of housing is a constant discussion, but some of the purported solutions aren't really solutions just yet. Jason Hartman discusses 3D printed homes and container homes, and brings in a clip of a video discussing the matter. Then Jason takes a listener question about Inflation Induced Debt Destruction and rate buydowns. Key Takeaways: [5:…
 
Today I have the honor of interviewing Susan Latremoille. She helps people plan the non-financial aspects of retirement: Physical, mental, social and emotional. This is important stuff and anyone planning their retirement should be thinking about these factors well before they quit their job or exit their business. Susan is a Family Enterprise Advi…
 
Do you need to file a probate petition when your spouse passes away? In other words, does California’s community property prevent probate? If you’re married, you should listen to this one. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me k…
 
Why Would a Single Person Want a Trust -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate plann…
 
This week guest co-host Dianah Gibson chats with Jay about market statistics. There was a big change from the last report 2 weeks ago so do not miss out on the most up to date information right here. Is the shifting? Take a listen to find out. Also do not miss the house of the week which is located in popular Lake Linganore! House of the Week: 6653…
 
Billions of dollars are lost each year due to fraudulent acts against older Americans. In this episode of the PFP Section podcast, Erin Scheithe with the Consumer Financial Protection Bureau (CFPB) gives you tips, tools, and resources to help you and your clients spot, prevent, and report elder financial exploitation. She covers the following topic…
 
Is there a deadline to file a probate petition? There is a long list of things to do when someone passes away, and filing a petition for probate might be one of them. I’m here to help you determine if you need to do that, when to do it, and who should do it. -- I love helping people and make these podcasts to help non-lawyers learn a little more ab…
 
International Investor EP109: Financial Mistakes. Crypto Winter. Balancing your Portfolio. July 2021 Update.- Let's talk about the typical Financial Mistakes most people make.- How Crypto Communities are using (paid) media to Brainwash you?- Why you should set aside your crypto assets to buy income-generating real estate?- Investing in Emerging Mar…
 
What happens to your property if you become incapacitated? If you do not have an estate plan in order, here is what will happen if you lose capacity to be in charge of yourself and your things. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let…
 
George Gammon and Jason Hartman finish their discussion about mitigating the downside risk of your real estate investments. The two detail how commodity prices impact real estate, the three types of real estate markets, and Jason's LTI ratio. Plus, it's time to register for Jason's first live event in nearly 2 years! Key Takeaways: [3:27] Join Jaso…
 
How to protect an inheritance from your child’s creditors with a spendthrift trust. If you are concerned that creditors will reach the property you plan on leaving your children, listen to learn about how to prevent that from happening. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’…
 
It’s Not Your Money -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estate…
 
An overview of Self-Settled Spendthrift Trust statutes of limitations and review of Wyoming’s legislation, House Bill 64. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insigh…
 
As with all investments, buying real estate always comes with some form of risk. But Jason Hartman has found a way to mitigate that risk. Listen in as Jason Hartman and George Gammon go through the first part of how you can manage that risk using the Hartman Risk Evaluator, as well as why the cost of construction seems to be on a never ending climb…
 
From the spectacular Ambergris Caye in beautiful Belize, we bring you the second installment of our annual Investor Summit on the Sand faculty show! In part 2, we hear from more of our world-class faculty members as they share their thoughts and takeaways from the 19th Annual Summit. Tune in to hear from more of the biggest brains in investing, eco…
 
Today I'm having a quick chat about this new global corporate tax plan the G20 is working on. Here's the NY Times article: https://www.nytimes.com/2021/07/10/us/politics/global-tax-overhaul-g20.html And here's the Early Retirement website I like to lurk in: https://www.early-retirement.org/ Here's the Pompliano Crypto Course: https://www.pompscrypt…
 
Today's Flash Back Friday comes from Episode 680, originally published in May 2016. Dr. Alan Zimmerman is an internationally recognized motivational speaker for business. In addition to being a lifelong student, he is the author of The Payoff Principle: The 3 Secrets for Getting What You Want Out of Life and Work and the best-selling Pivot: How One…
 
Comin' atcha straight from DETROIT ROCK CITY! Short episode today, as I gotta go see more of this interesting town. Here's the Detroit News article on the life expectancies by neighborhood: https://www.detroitnews.com/story/news/local/michigan/2018/12/18/life-expectancy-michigan-neighborhoods/2305048002/ Here's the Bankrate Best and Worst States fo…
 
This week Jay and guest host Andy cover a lot of updated information. Should you sell your home or wait for values to increase more? Is now a good time to buy? Should buyers consider building a home instead of buying a resale home? Do not miss this jam packed podcast. Also we are hosting an Open House at our house of the week this Saturday from 1pm…
 
Neuroscience aficionado and financial planner Christine Moriarty has made it her life’s mission to connect psychology to financial planning. In this episode of the PFP Section podcast, Christine answers the following questions to support you to best serve your clients. Why does psychology matter to financial advisors today more than ever? What has …
 
Gifting in Washington State -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https:…
 
Problematic son/daughter in law? Here is how to protect your child’s future inheritance. Listen to learn about some tips and tricks that can be used to keep the inheritance with the intended person. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second t…
 
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