David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group LLC.
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Asset Protection Podcasts
Welcome to New York's Asset Protection Roundtable with Ted Alatsas of Alatsas Law Firm in Brooklyn, New York. Alatsas Law provides one-on-one guidance when you're struggling to resolve family, elder law, asset protection, or bankruptcy concerns. On this show, Ted will explain complex legal concepts in easy-to-understand terms and encourage you to fully participate in the decision-making process so you can face you future with confidence. Join us each episode as we creatively address many iss ...
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A podcast about the legal, taxation and lending aspects of structuring - how you own assets, how those assets are funded and the transactions associated with this. Your host, Terry Waugh, aka Terryw, is a solicitor, Chartered Tax Adviser, mortgage broker and former financial planner. Terry runs a law firm and a mortgage broking company. www.structuring.com.au
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The happiness in retirement podcast is a holistic financial planning show that teaches you how to maximize your wealth and your happiness, and its for anyone who wants to squeeze all the juice out of their life - and their money.
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- Updated daily, we help 6, 7 and 8 figure International Entrepreneurs, Expats, Digital Nomads and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon best selling author, Derren Joseph, in exploring the offshore financial world. Visit www.htj.tax
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Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
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Leaving a Legacy: Navigating Estate Planning with Rose Harper Law is a podcast dedicated to making estate planning simple and accessible. Hosted by legal experts, each episode breaks down essential topics to help you protect your loved ones, minimize stress, and ensure your legacy is secure.
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Being Well Informed discusses trending topics such as police reform, book banning intensified, the Emmett Till Alert App, new and upcoming authors, the Anne Arundel County NAACP Greenbook, judicial reform, long term care insurance, cryptocurrency scams, Maryland Lynching Memorial Project, Education in a Pandemic, and much more. The program, hosted by Claudia Barber, is designed to educate the audience on these trending topics.
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Women Winning Divorce: A Lawyer’s Guidance On Navigating An Unhappy Marriage & Protecting Your Financial Assets With Heather B. Quick, Esq.
Heather Quick
Are you a successful woman in an unhappy marriage facing the decision to divorce? This show educates and empowers women in choosing to advocate for themselves, divorce with dignity, and protect their families and rights. Listen to: -Gain clarity on the divorce process -Protect your rights and assets -Overcome the fear of leaving an unhappy marriage and move towards a happier and healthier life Over the last 20 years, host Heather Quick has been focusing on advocating for exclusively women in ...
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Welcome to "Assets & Taxes," the Asset Strategy podcast where we explore financial planning, tax strategies, investment, and retirement ideas. Hosted by our expert financial advisors, we help you grow your wealth and minimize taxes. Perfect for individuals and small to mid-sized business owners, join us for timely discussions, expert interviews, and actionable tips to make your money work harder. Tune in and let's maximize your assets while keeping taxes at bay! WHERE TO FIND US: https://lin ...
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Welcome to Legacy Shield, the official podcast of Asset Protection, Inc., where we empower you to take control of your financial destiny. Each episode explores the strategies, structures, and secrets that keep your assets secure — from Family Limited Partnerships and Living Trusts to Offshore Protection Trusts and Nevada Corporations. Hosted by industry experts and guided by the insight of Chairman Mike Walstrom, Legacy Shield delivers the knowledge and confidence you need to protect your we ...
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Throwing out the old playbook, seasoned asset protection attorney Darol Tuttle speaks to anyone of any age or experience who seeks to grow and protect family wealth for more than a generation. There are laws of money and this podcast shows you how to leverage them.
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Nobody puts estate or asset protection planning as the #1 fun activity on the list. But getting organized and updated with your planning does not have to be painful. Here at BarthCalderon, we have a process that helps you to get organized in an efficient and painless way.
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A podcast of legal and financial information for seniors and those that love them.
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This show navigates the misunderstood world of Christians and Money. We believe the Bible has a profit mandate for all believers. Kingdom Entrepreneurs should establish dominion over what God has put under their control to return a profit. The faithful servant took the two talents and made two more; the other took the five talents and made five more. Profit is the true realm of abundance. This is the space of 'extra' after all bills and needs are met.
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Get hooked on RG podcasts! The Royal Gazette is pleased to present our exciting new Podcast Suite, providing yet another venue for Bermuda’s news and topics of interest. More podcasts can be found at https://www.royalgazette.com/rg-podcast/.
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Join like-minded real estate investors and accelerate your business toward greatness!
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Douglass Lodmell was born in Geneva, Switzerland. From an early age, Douglass stood out as one of the brightest minds of his generation. His capacity to make the complex simple allowed him to excel during law school, receiving the Jacobs Burns Medal, an award given to the single student with the highest GPA. He completed his Legal Masters (LL.M.) in taxation at the nation’s leading tax program, New York University School of Law. He was further selected to clerk for one of the most famous Fed ...
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Welcome to the Physician Cents Podcast! A podcast designed specifically for physicians, offering a breakdown of complex financial topics to help you develop your financial IQ, further your financial journey, and improve your well-being. Whether you're a medical student, resident, fellow, or attending physician, you're sure to learn something new that will benefit your journey.
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On this weekly podcast, members of the Johnson McGinnis Elder Care Law & Estate Planning team discuss the tools, techniques, strategies, and services that will help you respond with confidence to the legal, financial, and personal challenges created by long life, chronic illness, and disability.
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Dream Keepers Radio is dedicated to empowering gifted guardians with the knowledge and strategies to protect generational dreams. Each episode dives into the realms of financial literacy, tribal government establishments, estate planning, and asset protection, providing you with the tools to secure your family's financial future.
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Survivor stories of claiming independence after leaving high-control groups & people. Cults to Consciousness is a YouTube channel and podcast, hosted by Shelise Ann Sola (a former devout Mormon & CSA survivor) and her Producer husband, Jonathan Rosales. C2C delves into the nuanced experiences of individuals who have escaped a broad spectrum of high-control groups and coercive environments. They are not anti-religious but firmly anti-abuse, aiming to shed light on manipulative practices and s ...
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A digestible podcast presented by a Family Partner, Natasha Slabas, of DMH Stallard, a multi-serviced firm of specialists and she is based in its London office. Hoping to make complicated matters more straightforward, even when the emotional difficulties alongside family disputes are unavoidable. Made for everyone and anyone who has a family related legal problem.
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In Cashflow Ninja, host M.C. Laubscher, renowned as a leading expert in alternative investment strategies and alternative asset investing, interviews the best global minds in business and investing that share alternative wealth strategies and alternative asset investing niches. The mission of the Cashflow Ninja is to empower people to create, protect & multiply their wealth in the new economy and information age. The rules of money have changed and we share the new rules and how anyone can c ...
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The Main Street Business Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the go-to resource for entrepreneurs, investors, and business owners who want to build, protect, and manage their wealth. Each episode explores real-world scenarios and offers practical advice on business structuring, tax planning, side hustles, real estate, self-directed retirement accounts, and more. With decades of combined legal and tax experience Mark and Mat make complex financial topics understan ...
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Consuelo Mack has a long and distinguished career in business journalism. In 2005 she struck out on her own to launch her dream program, a weekly half-hour program on public television devoted to helping Americans build and protect their wealth over the long-term. Now in its eighteenth season, CONSUELO MACK WEALTHTRACK has been dubbed the “Cramer Antidote” by the press and Money Magazine named Mack “The Best Money TV Host.” WEALTHTRACK is the only program on television devoted to long-term d ...
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An unscripted podcast covering a vast range of retail loss prevention, asset protection, and corporate security related topics.
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Welcome to Thinking Outside the Box Law Legal Podcast, the podcast that empowers individuals and small business owners to navigate financial challenges with innovative legal strategies. Hosted by the experienced team at Thinking Outside the Box Law, Inc., based in Naperville, Illinois, we delve into topics that matter to you—bankruptcy law, tax disputes, small business financial planning, and more success stories to help you achieve a fresh financial start. Whether you're facing overwhelming ...
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Listen to Johnson Brunetti's Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP®. Whether you're approaching retirement or recently retired, Money Wisdom offers key financial insights to help you make informed decisions for you and your family. In a world full of financial noise, Jake and Nick aim to provide clarity, peace of mind, and practical guidance on your journey toward a secure, fulfilling retirement. Tune in each week as they address your questions and shine a ...
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Forthlane Features: Conversations on Global Wealth and Asset Management
Forthlane Partners, Stories and Strategies
Forthlane Features is the premier podcast for high-net-worth individuals and families, family offices, and their trusted advisors. This podcast brings listeners direct access to the global experts and institutions across the wealth and asset management landscape, offering insights into sophisticated, institutional-grade capital allocation, alternative asset classes, and beyond. Through conversations with top-tier investment managers and advisors to high-net-worth clients, listeners gain acce ...
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IBA Global Insight's podcast series covers a variety of themes in law, business and human rights, and features high-level speakers. The content within IBA Global Insight podcasts does not represent the views of the International Bar Association.
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Modern and Ethical marketing strategies, without the huge price tag of most resources in the industry. This show will be a mix of topic-based podcasts and some interviews with some of the industry leaders in chiropractic, marketing, and business strategy.
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I help busy self-employed professionals and business owners who don’t have time to think about anything beyond growing their business. Through estate planning tools and strategies, I help them grow retained earnings tax-free, pass more wealth to the next generation, and protect their biggest asset – themselves, the key person of the business.
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Join host Rick Kooyman of Trade Secrets Inspections and stay in the know. In each episode, Rick shares cutting edge insight on the best ways to protect you most valuable asset... your home.
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The Legacy Cast by Kelley Legacy Law features founder Michael W. Kelley and focuses on helping families enhance their lives today and secure their futures tomorrow. The show provides valuable insights into estate planning, wills, trusts, and other legal matters that affect family legacies.
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Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
Richard Taylor
With the right financial advice, landmines that threaten expat wealth can be avoided. Often encountered by US-connected expats, these financial landmines are more numerous, more hazardous, and less understood than almost anywhere else in the world. As a result, non-cross border professionals, wealth advisors, and even international advisors are often unaware of them. But don’t worry, Expat Wealth has you covered. Expat Wealth is dedicated to helping ambitious US-connected expats and immigran ...
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We take listeners on a journey through the eyes of anti-corruption veterans who were on the frontline of many key events that have defined our world today, with perspectives on reform and key historical events you won't hear anywhere else. In Series 1 we sit down with leading white collar crime lawyer Jack Blum who tells us about his life's work during a period of huge geopolitical change and transformed global tax and financial systems. From the BCCI scandal, to Panamanian dictator Noriega' ...
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Welcome to Perfect Game Retirement, hosted by Ryan Ledden of Black Oak Asset Management. As a former pro ballplayer and CFP, Ryan combines his love of the game with financial expertise to guide you to a confident retirement. Securities and Advisory Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Black Oak Asset Management and Silver Oak Securities, Inc. are not affiliated.
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Create cash flow, eliminate debt and achieve financial independence through real estate investing, creative investment strategies and time tested wealth principles. Serial entrepreneurs, Real Estate Investors and authors, Jack and Michelle Bosch, reveal their methods for taking control of your personal finances and building cash flow through a radical new way of investing and building true assets with little risk, so you can make more, worry less, and enjoy an abundant life! Go from being br ...
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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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Where dentists learn how to cut clinical days while increasing profits - without sacrificing patient care, cutting corners, or cranking volume. We teach you how to grow a scalable practice through communication, leadership, and effective management. Hosted by Dr. Paul Etchison, author of two books on dental practice management, dental coach, and owner of a $6M collections group practice in the south suburbs of Chicago, we provide actionable advice for practice owners who want to intentionall ...
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Interviews that will help you thrive in a world of out of control central banks and big governments. In this podcast I help you build and protect wealth through investing, real estate and an extreme dose of economics.
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Welcome to The RAL Room Assisted Living Podcast, your go-to resource for all things residential assisted living! Hosted by Charlie Cameron and Dr. Alex Schloe, we bring you expert insights, real-life success stories, and the strategies you need to thrive in the booming assisted living industry. Whether you're launching your own RAL business or seeking high-impact investment opportunities, join us as we ride the "Silver Tsunami" and revolutionize senior care together! Subscribe now for action ...
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This show is designed to keep you up to date on the latest trends happening in data, digital, outsourcing and software. Just 20-30 minutes long, each podcast session provides insight on legal issues relating to technology transactions and touches on relevant and timely topics.
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Stay up to date with important stories on the economy & markets. Podcast guests include prominent asset managers, entrepreneurs, and thought leaders in asset management and economics. Please visit WealthQB.com for more information about our firm and other important disclosures. Disclosures: Gordon Asset Management, LLC is a registered investment adviser. Information presented in this podcast is for educational & entertainment purposes only and does not intend to make an offer or solicitation ...
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Belize Real Estate Insider delivers short, practical episodes on how Belize really works as an investment and lifestyle market. Hosted by David Kafka, Broker/Owner of RE/MAX 1st Choice Belize and an active international investor, this show gives you daily market intelligence from the ground in paradise. In 3–7 minute episodes, you’ll learn: Why serious investors are paying attention to Belize How the buying process actually works (offers, contracts, title, Lands Department) The real costs be ...
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Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
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#67 From Scandal to Dismissal: How Miley Cyrus Navigated a Legal Storm Without Losing Her Image
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5:33What happens when a high-profile lawsuit against a global star like Miley Cyrus is dismissed—and why does the public still cling to the drama? In an era where celebrity allegations can instantly go viral, this episode digs into the recently dismissed lawsuit against Miley Cyrus to uncover what it truly reveals about media responsibility, public per…
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2026 Tax Planning Boot Camp: Advanced Considerations for Retirement and Income Planning
33:50
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33:50The New Year’s resolution Financial Boot Camp continues with an advanced look at 2026 tax planning and how recent tax law changes may affect retirement and income decisions. In this episode of Protect Your Assets, David Hollander walks through updated tax rules and planning considerations involving IRAs, 401(k)s, Roth strategies, and required minim…
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Asset Protection Strategies for Residential Assisted Living
1:01:33
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1:01:33In this episode of the RAL Room Podcast, Corey Posgay from Anderson Advisors for a practical breakdown of asset protection, tax strategy, and proper business structuring for residential assisted living operators. 🏡💼 Corey shares insights from nearly 10 years at Anderson Advisors, 20+ years as a real estate investor, and lessons learned before and a…
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Do Single Member LLCs Get Asset Protection? 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Fir…
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Episode 9: How to Structure Your Belize Purchase for Tax Efficiency and Asset Protection
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6:03Episode 9: How to Structure Your Belize Purchase for Tax Efficiency and Asset Protection Today we're talking about the unsexy stuff that can save you a fortune—how you hold title to your property in Belize. Structure affects your taxes, estate planning, liability protection, and how easy it is to sell or transfer later. Disclaimer: This is not lega…
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When it comes to leaving money to your kids or grandkids, it’s not just about how much, but also when and how they should receive it. Should you give it all at once, spread it out over time, or tie it to important milestones? Today, Ted explores the key factors to consider when planning your heirs’ inheritance. Contact: 718-233-2903 Website: https:…
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Protecting AI Assets and Outputs with IP Strategies in a Changing World
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32:58In this episode of Tech Talks, Julian Dibbell is joined by partner Brian Nolan and associate Megan Fitzgerald to unpack how companies can protect AI assets and outputs using IP strategies. The conversation maps the key protectable components of AI—algorithms and code, trained models and parameters, proprietary datasets, and outputs—and evaluates th…
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How Cook Islands Trusts Protect Assets Like a Fortress
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2:07Cook Islands trusts are often described as the “fortress” of asset protection—but what does that really mean in legal terms? In this episode, we break down the structure using a simple metaphor to explain how Cook Islands trust law creates multiple, layered defenses around assets. This is not about secrecy or evasion—it’s about legal architecture, …
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Is Your Practice Financially Naked? Asset Protection for Real-World Dentists with Gary Harker
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37:12We work hard to build wealth, but are you taking the time to actually protect it? Yes, you have insurance and have established an LLC, but that doesn't mean you're covered. In today’s episode, expert Gary Harker of Legally Mine shares three simple asset protection moves you can make right now to protect your money, lower your risk, and stop bleedin…
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LDS Abuse Coverups: Protecting Predators & Assets ft. Alyssa Grenfell
1:22:04
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1:22:04Surviving Mormonism is a new limited series hosted by Real Housewife of Salt Lake City Heather Gay where she interviews people with harrowing stories of how the LDS church failed them. It is a heartbreaking series that reveals the reality of a systemic problem that is not only covered up by church officials, but amplified by their only true intenti…
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Medicaid Planning in New Jersey and New York: Protecting Assets Without Losing Eligibility
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11:34Episode Summary: In this episode, Keith Pedrani delves into the intricate world of Medicaid planning within the realm of estate preservation. Unveiling common misconceptions and pitfalls, he sheds light on the crucial strategies families can employ to safeguard their assets while ensuring eligibility for vital care services. Key Timestamps: 00:00 –…
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When gifts cross borders, Spanish gift tax rules can quickly become complex. In this episode, we explain when Spanish Gift and Inheritance Tax (ISD) applies to gifts received from abroad—and when it does not. 🔎 What You’ll Learn in This Episode: 1️⃣ The Starting Point: Location of the Asset Under Article 3 of Ley 29/1987, Spanish ISD is due when th…
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How to Give More Than $19K Per Year With No Estate Tax Return
1:16
1:16
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1:16How to Give More Than $19K Per Year With No Estate Tax Return 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I f…
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Escaping New Zealand’s Gloriavale: Cult Leader’s Granddaughter Exposes ALL
1:08:20
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1:08:20Following up our incredible interview with Lilia Tarawa, today we go LIVE with her to further discuss what it was like escaping the Gloriavale cult. Founded by her grandfather, who was inspired by the Amish in the US, Gloriavale became an isolated community in New Zealand that implemented communal living, strict gender roles and even identical unif…
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Episode 12: Rental Income Reality — What to Actually Expect in Belize
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5:21Episode 12: Rental Income Reality — What to Actually Expect in Belize Everyone wants to know: "How much can I make renting my Belize property?" Today we're getting real about the numbers. This is where fantasy meets spreadsheet. In This Episode: What drives rental income (4 key factors) A realistic example with real numbers Short-term vs. long-term…
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Episode 306: Occupational Therapy 101: Supporting Independence at Home
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21:54What if independence isn’t about doing everything alone—but about having the right support?On this episode of Aging Starts Now, host Pati Bedwell, elder care coordinator at Johnson McGinnis Elder Care Law & Estate Planning, sits down with occupational therapist Ebony Porter to explore how occupational therapy helps older adults live safely, confide…
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The “Stop Doing” List That Makes Practices More Profitable
24:13
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24:13Ever feel like your practice is stuck on repeat, fighting the same fires while your stress keeps rising? We get honest about why that happens and how to stop it—by freeing your leaders from task overload, building systems that hold, and protecting the time required to actually lead. When owners and department heads operate in reactive mode, the pra…
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Gift taxation in Spain depends on who receives the gift and where they are tax resident. In this episode, we clarify when Spain applies gift tax on a worldwide basis—and when its taxing rights are strictly territorial. 🔎 What You’ll Learn in This Episode: 1️⃣ The Core Rule: Residency of the Recipient Spain applies gift tax on a worldwide basis only…
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The Right Time to Think About Medicaid Planning
1:24
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1:24The Right Time to Think About Medicaid Planning 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law…
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While US President Donald Trump and his administration’s foreign policy creates debate over international law and conduct, his unorthodox behaviour both domestically and internationally has also received criticism in terms of disregard for ethics and for presidential norms. From profiting from crypto investments while being responsible for the rule…
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Gift taxation across Europe often creates confusion—especially in cross-border situations. In this episode, we unpack how Spain, Portugal, and France approach gift taxation, who is legally liable, and why donors remain highly relevant even when they are not the taxpayer. 🔎 What You’ll Learn in This Episode: 1️⃣ Who Pays Gift Tax in Spain, Portugal …
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#202 From Avoidance To Empowerment: How Women Can Transform Their Money Mindset During Divorce
41:51
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41:51Why do so many women avoid money conversations—especially during divorce—and how is that costing them both now and in the future? In this episode, attorney and co-founder of Flourish Law Group, Lauren Klein, shares the emotional roots behind financial fear, especially for women navigating divorce. Whether you're unsure how to protect your assets, f…
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Minors Cannot Be Your Power of Attorney 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm wi…
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1
Episode 11: Property Management in Belize — The Make-or-Break Factor
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6:05Episode 11: Property Management in Belize — The Make-or-Break Factor You can buy the perfect property in the perfect location—and still lose money. The difference? Management. Today we answer two questions you'll never find the answer to on Google or AI. In This Episode: Why management is where investors win or lose long-term The 4 management optio…
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Fan Mail - Send us a Text Message Terry Waugh is a solicitor, mortgage broker and tax adviser. Today’s topic is should I be using a trust to buy property? — If you would like to ask a question which could be answered by Terry on the podcast please go to the podcast page and follow the instructions. Support the show www.structuring.com.au…
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Daughter of Gloriavale: My Life in a Religious Cult (ft. Lilia Tarawa)
1:32:26
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1:32:26Lilia Tarawa was raised in an isolated community in New Zealand started by her grandfather, called Gloriavale. Inspired by the Amish in the US, he implemented communal living, strict gender roles and even identical uniforms for its members. The numbers grew rapidly, especially since birth control wasn’t allowed. Lilia showed promise in leadership s…
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Trust Funding: What Actually Needs to Be Retitled
20:11
20:11
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20:11Episode Summary: Attorney Keith Pedrani from Pedrani Law explains the critical importance of trust funding in estate planning. He breaks down the process of transferring assets into a trust to ensure they are managed according to your wishes, emphasizing the distinction between signing trust documents and actively moving assets into the trust. Keit…
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286 - Building a Successful Short-Term Rental Portfolio with Beata Lorinc
56:56
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56:56In this episode of the Real Estate Investor Growth Network, Jen Josey welcomes Beata Lorinc—a powerhouse in the short-term rental industry with over a decade of hands-on experience and a portfolio that's the envy of many. Beata shares her journey from climbing the corporate ladder at Procter & Gamble to building a thriving boutique short-term renta…
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Owners Only: What To Do When Things Get Weird
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25:22Sex questions, angry patients, and a staff meeting joke gone wrong — welcome to dentistry. In this episode, the DPH coaches share the weird, unexpected, and straight up awkward moments that have tested their leadership and their staff. Their stories highlight how you can respectfully handle uncomfortable situations in your practice and continue to …
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Why Custodial Institutions Are Not Look-Through Entities
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12:22Automatic Exchange of Information (AEOI) under CRS/FATCA is highly structured and tiered. It is designed to allocate reporting once—not duplicate it. Yet a frequent error is to apply Passive NFE look-through rules to Financial Institutions (FIs), particularly Custodial Institutions (CIs). In this episode, we explain why that approach is incorrect. …
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New Real Estate and Your Estate Plan 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with …
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Custodial Institution Settles a Cook Islands Trust
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8:18Can a custodial institution legally settle a Cook Islands trust—and what does that mean for FATCA and CRS reporting? In this episode, we walk through the reporting hierarchy step by step, explain where reporting stops, where it continues, and why confusion often arises when institutional settlors are involved. 🔎 Key Definitions & the Reporting Hier…
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A Superior Structure to the Cook Islands Trust?
8:18
8:18
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8:18From time to time, structures are presented as being “stronger” or “more private” than a traditional Cook Islands trust. In this episode, we critically examine one such multi-layered structure and place it in its proper context—technical theory vs. regulatory reality. This is not an endorsement. It is an explanation of how such structures are descr…
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#605 The 8-Step Strategic Plan Every Entrepreneur Needs for 2026
27:03
27:03
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27:03Most entrepreneurs set goals every year… and most of them fail to follow through. In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down their proven, real-world process for building a strategic plan that actually works in 2026 and beyond. You’ll learn how to think long-term without burning out short-term, w…
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Don't Pay Inheritances With Cashier's Checks
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1:03Don't Pay Inheritances With Cashier's Checks 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Fi…
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Charles Ellis Identifies the “Great American Investments” That Define America
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25:43
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25:43Social Security, the Louisiana Purchase, and the National Institutes of Health are just a few of the major investments that define America. Financial thought leader Charles Elllis discusses his soon-to-be-published book, Great American Investments. WEALTHTRACK episode 2228, broadcast on 01/09/2025
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Estate planning demystified 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one goal …
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Finding Happiness - Insights with Pending Retiree and Retirement Planner Glen Allen, CFP®
39:09
39:09
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39:09In this episode of the Happiness in Retirement podcast, I had the pleasure of interviewing Glen Allen, a valued member of Del Sette Capital Management, who is on the cusp of retirement. As the host, I wanted to explore the multifaceted nature of retirement, especially from the perspective of someone who has dedicated years to the financial industry…
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What's Changed About Retirement in the Last 10 Years
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21:24How has retirement changed over the last decade, and why does it matter now? If you're planning for retirement the same way people did ten years ago, you may be relying on assumptions that no longer apply. In this episode, Nick and Jake discuss how retirement planning has fundamentally shifted over the past decade and what those changes could mean …
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The Cardiologist’s Guide to a Heart-Healthy 2026 with Dr Jospeh Yammine
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35:21In this episode of the Best Health Podcast, Dr. Yammine talks about how heart disease is often silent until it’s serious. He breaks down real risk factors, common misconceptions, and practical ways to protect your heart in today’s wellness-driven world. Dr. Joseph Yammine is a Consultant Cardiologist at the Bermuda Hospitals Board. He is also the d…
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Episode 10: Financing Your Belize Purchase — What's Real and How Buyers Actually Do It
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6:03Episode 10: Financing Your Belize Purchase — What's Real and How Buyers Actually Do It If you're planning to stroll into your bank at home, ask for a 30-year mortgage on a condo in Belize, and call it a day—this episode is going to save you a very awkward conversation. In This Episode: The reality of Belize bank financing Seller and developer finan…
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Courts, Corporations, And Your “Magical” All Caps Name
40:54
40:54
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40:54Send us fan responses! Words decide outcomes long before a judge does. We open by reframing names and definitions as levers of power: who authored the dictionary you rely on, and what does that choice assume about your rights, your status, and your consent? From Henry Campbell Black to Daniel Webster, we unpack how private families and publishers s…
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