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Legacy Planning Podcasts

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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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Business Legacy

Business Transition Planning

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The Legacy Podcast is a series of conversations with business owners who share their journey to financial freedom and the legacy they want to leave for the next generation. Their stories are empowering, educational, and encouraging.
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Navigating Estate Planning With Rose Harper Law

navigatingestateplanningwithroseharper

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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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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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15 Point Plan

Win Make Give Podcast Network

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To tackle all that life brings us, we need to have energy. Join Jacqueline Smith and Ryan Greigg every Tuesday as they break down Ben Kinney’s 15 Point Plan, which charts a path for being less stressed and more productive. If you want to be happier, healthier, and more energized, this podcast is for you. The 15 Point Plan is a proud member of the Win Make Give Podcast Network.
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Advancing the Legacy highlights generational succession planning in the Beef Industry. We tell families' stories about navigating successes, troubles, and humor around passing the baton from one generation to the next. Find us on Facebook: https://www.facebook.com/profile.php?id=61567567794388
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For a decade, Dave Asprey, “the father of biohacking,” elevated what you knew about the capabilities of your mind and body across a thousand episodes of Bulletproof Radio. Now, he’s evolving it even further in his plan to upgrade humanity. You’re invited to expand your knowledge, explore your own performance and embrace possibility with The Human Upgrade™. You’ll meet bright thinkers and radical doers who push the boundaries of science, technology, personal development, and human performance ...
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“Legacy Planning, Once Removed,” hosted by Steve Murphy, former leader of the firm’s Private Wealth Services Practice Group, explores estate planning and provides steps for the management of wealth throughout life and upon death. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficiaries and charities. The key challenge of legacy planning lies in how to use wealth to help the next generation be productive and independent. Podcast topics focus on beneficiary ...
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The Safe Money Retirement Show

Tim Wood. Certified Financial Fiduciary®

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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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Digital Planning Podcast

Jennifer Zegel, Ross Bruch, and Justin Brown

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Listen to our digital planning podcast and learn about all things digital as to estate planning, business planning, and estate administration. Your hosts, attorneys Jennifer Zegel, Ross Bruch, and Justin Brown — will guide you through the digital world with the intent to keep you informed of developments and updates in this ever-changing space. For comments, questions, or suggestions, e-mail us at [email protected].
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Repair The Roof - Estate & Retirement Planning Podcast

Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group

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Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC and Gudorf Financial Group, LLC in Dayton, Ohio. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifica ...
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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”Trust Issues—Only the Kind that Make You Richer.” is a podcast focused on wealth building, protection, and legacy planning. Host Ruma Mazumdar brings her expertise as a real estate and estate planning attorney to discuss money, legal moves, and mindset shifts that weren’t taught to many of us growing up.
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Financial Wise Radio

Financial Wise Radio

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Financial Wise Radio is an educational resource in retirement and financial planning. Hosted by Suzette Porter, owner of CapStar Financial, who has over 25+ years of estate planning experience and financial planning background. Each week on Financial Wise Radio, Suzette brings her experience to her listeners on topics of retirement planning, investment strategies, and wealth building.
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They say we die twice: once when we take our last breath and again when our name is spoken for the final time. But in today's world, there's a third passing to consider - our digital death. Welcome to Death and Dying in the Digital Age, a podcast that explores the uncharted territory of our online afterlife. Join host Niki Weiss each week as she navigates the complexities of end-of-life planning, from safeguarding your individual legacy to ensuring your loved ones can access your important d ...
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Hosted by Rob Shelton, founder and wealth manager of Axio Wealth Management, Legacy Beyond Wealth Podcast is dedicated to helping successful families unlock the freedom to live a life of significance. With more than 20 years of experience in the financial industry, Rob has cultivated a deep well of knowledge and financial expertise. Tune in for helpful strategies on topics like income planning, legacy building, Social Security, minimizing taxes, and much more. Subscribe and never miss an epi ...
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Homeowners - maximize your investment - even if you do not plan to sell. Utilize sound Smart To-Do's with Home Maintenance. The process of Selling your home. Tips for many aspects of the Buying process. Downsizing and financial support for Senior adults. Guests offer sound advice, tips and experience. Join us today! Follow and share with friends and family ~
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Looking to build your own insurance agency and you're not sure where to start? This is the podcast for you! Have your own insurance agency, but you want to grow bigger and build your legacy? Stick around, as our hosts give you tips and tricks to make that happen!
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Focus on WHY

Amy Rowlinson

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Seeking fulfilment and purpose in your life? The intention of this podcast is to encourage you to focus on your WHY which will enable and empower you to achieve your desires. Creating positive, global ripple effects, guests from all walks of life and at differing stages in their business, career and life speak with podcast host, Amy Rowlinson, sharing their unique perspectives on purpose in relatable, uplifting and inspiring conversations. Have a Purpose. Have a Plan. Focus on WHY.
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Join Nick Davis CFP®, Tori Ten Hagen CFP®, and Connie Davis of Brindle & Bay each episode as they seek to provide clarity and empowerment through a thoughtful and friendly discussion about the important topics that shape our financial lives. The Money Master Retirement Podcast will cover topics ranging from investing to legacy planning, healthcare to income planning, and a wide range of additional conversations that'll help educate you about retirement's most important considerations. If you ...
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Welcome to the Farming Without the Bank podcast, the show with a no-B.S. approach to money, hosted by a farm strategy expert and authorized IBC practitioner. Join us as we get real and expose the flaws of traditional financial institutions in order to help farmers take control of their finances, create peace of mind, grow their wealth, and leave a legacy. https://www.farmingwithoutthebank.com/
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Future Focused: Sophisticated Estate Planning

Wiggin and Dana LLP's Erin Nicholls and Michael Clear

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Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nic ...
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Unsolicited

Keith Wilson and Anthony Ruffalo

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Welcome to Unsolicited, where financial clarity meets actionable strategies! Hosted by financial advisors Keith Wilson and Anthony Ruffalo, this podcast breaks down the essential components of financial planning—investing, retirement planning, estate planning, risk management, and tax-saving strategies. Our goal is simple: to help you make informed financial decisions, grow your wealth, and secure your financial future. Whether you're just starting out or fine-tuning your financial strategy, ...
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Join Stewart Willis, President of Asset Preservation Tax & Retirement Services, and co-host Spike Spengel as they explore strategies for protecting, growing, and maximizing your wealth. Designed for those in or near retirement, this podcast delivers expert insights on tax planning, investment advice, estate planning, and building a secure financial future—all tailored to help you make the most of your life’s work.
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Finish Strong is designed to help you discover your unique purpose and develop a plan to leave a powerful legacy. Hosts Dan Wheeler, Terry Steen, and Brian Roland will help you live your life with purpose, change someone’s life for the better and leave a lasting impact on those around you. Everyone starts the race... but only the Fearless Finish Strong!
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Welcome to Ultra Money Mindset, the podcast dedicated to helping you secure a thriving future and build a lasting legacy. Hosted by Mike Smith—financial planner and experienced estate planning attorney—this show offers tailored insights to help you grow your wealth, plan for retirement, and ensure your financial vision bridges generations. With expertise in financial planning, estate law, and legacy building, Mike provides practical advice on wealth accumulation, tax optimization, estate pla ...
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Retirement Road Map

Derek Gregoire, Keith Ellis, and Matthew Peck

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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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How to Money with Kole & Cole

Full Swing Financial Planning

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Welcome to How to Money with Kole and Cole - the podcast of Full Swing Financial Planning in Fort Dodge, IA. Here Kole, Cole, and Baileigh share their knowledge on investing, discuss how to plan for the future financially, give tips to help you work towards hitting your money goals, as well as interview local entrepreneurs about their experiences as business owners! Join us every other Friday for an exciting new episode!
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The mission of the Financial Safari is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial jungle. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
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If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach ...
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Welcome to Live Rich: The Capstone Strategy, the podcast for people 55 and over who believe wealth is a tool for living — not just a number on a statement. Hosted by Roxanne Theodoropoulos, who understands the real priorities of retirement and legacy. This show explores how to maximize your financial freedom, purpose, and joy in the final — and most meaningful — chapter of life. We break down smart, value-driven strategies for spending, giving, and living richly now, not later. From optimizi ...
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Join wealth manager Tim Dyer for consistent and reliable information about how to best prepare for retirement and your financial future on the Retirement Power Play podcast. Tim is the founder of Dyer Wealth Management, serving the San Diego area and based in La Jolla, California. He's the co-author of "Defuse", a book designed to help you learn the 7 steps to protecting your 401(k) from the ticking tax time bomb. Tim isn't afraid to run counter to the conventional wisdom of the financial wo ...
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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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Hosted by Victor Gray, RICP® and Colin Hurst, CFP®, The Happy Retirement Show is an educational resource designed to help you learn how to achieve a successful and fulfilling retirement. Each episode, Victor and Colin will share expert insights on building a solid foundation for your future. Tune in for thoughtful discussions on income planning, managing risk, tax planning, legacy building, and much more. Whether you're planning your retirement or already in it, the Happy Retirement Show is ...
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The Art of Succession

Barrett Young | GWCPA

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Stepping into the role of business owner is one of the most challenging endeavors you'll undertake. Buying that business from someone you already know amplifies the risk of mistakes. On The Art of Succession Podcast, you'll hear from entrepreneurs who've successfully transitioned from employee to owner by acquiring businesses from parents, former bosses, or co-founders. Together, we'll explore how they navigated the complex blend of emotions and strategic decisions required to honor the past ...
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In the legacy of Dr. Stan Monteith, bringing you the story behind the story, the news behind the news. A broadcast for Christian Patriots in the Defense of Liberty...#OnFireMinistries spokaneonfire.church
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Unlock the secrets to preserving your legacy in this inaugural episode of "Legacy Protected" with DeDe Soto of the Soto Law Group. Discover the critical importance of estate planning and the real-life consequences of procrastination, as DeDe unravels common misconceptions around wills and trusts. Through her personal journey and professional insigh…
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Is your agency ready to acquire another book of business or agency? In this episode, we walk through what it takes to prepare financially and strategically for an acquisition. ✅ Learn why agency buyers need a plan before they shop ✅ Discover the importance of building banking and seller relationships ✅ Hear real-world insights on creative deal stru…
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Tax laws seem to regularly change, and clients face estate and tax planning challenges in the face of that uncertainty. For the last few years, estate and tax planners had one issue in mind: the scheduled “sunset” of the high estate, gift and generation-skipping transfer tax exemptions at the end of 2025. But the Trump administration’s One Big Beau…
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Most people think of investing as the main event in their financial life, but without a solid investment plan, you might be flying blind when markets get bumpy. In this episode, Rob explains why a proper investment plan is more than just picking stocks, it’s your seatbelt during market crashes and your airbag when financial surprises hit. Here’s wh…
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Do Deathbed Gifts Avoid Estate Taxes? 🔥 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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Most retirees are surprised to learn just how differently their income is taxed once they stop working. From Social Security to pensions, IRAs, dividends, and even rental income, retirement brings a complex new tax landscape that can catch even the most financially savvy off guard. This episode is here to help you stay ahead of the curve. Joining S…
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Episode Summary: In this episode of "Leaving a Legacy," host Kevin Rosenquist and estate planning attorney Rose Harper discuss the crucial role of digital assets in modern estate planning. They explore what constitutes digital assets, their importance, and how to properly include them in estate plans to protect both financial and sentimental value …
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The jury in the Sean “Diddy” Combs trial delivers partial verdicts on four of five charges but remains deadlocked on the most serious count. Vice President JD Vance casts the tie-breaking vote to pass President Trump’s Big Beautiful Bill in the Senate, but a revolt brews in the House over deficit concerns and stripped provisions. President Trump to…
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Episode 2 – Seek It Like Treasure, Guard It Like Gold Verses: Proverbs 2:4–5, 10–11 “If you seek it like silver and search for it as for hidden treasures, then you will understand the fear of the Lord and find the knowledge of God… For wisdom will enter your heart, and knowledge will be pleasant to your soul; discretion will watch over you, underst…
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Ever feel too nervous to speak up about sensitive or uncomfortable topics? DEI professional Katie Allen unpacks the art of navigating difficult conversations around inclusion, privilege and purpose. Drawing on her personal journey and professional work in diversity, equity and inclusion, Katie reveals what holds people back from speaking honestly, …
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Transfer on Death Deed Failure Story. 🔥 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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Megyn Kelly begins the show by discussing the shocking plea deal allowing Bryan Kohberger to avoid the death penalty, whether he'll ever truly be held accountable for the Idaho quadruple murders he committed, the truly horrific details of the murders, and more. Then legal experts Arthur Aidala and Matt Murphy join to discuss how Bryan Kohberger get…
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In this episode, Aaron Kennedy and Sam Barker discuss portfolio management, specifically focusing on individual stock portfolios and the quality growth portfolio. They explore the decision-making processes involved in managing these portfolios, the impact of timing on returns, and the importance of diversification. The conversation also delves into…
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👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started Think you’re all set for retirement because you’ve rung up a hefty nest egg? Think again! Danny Gudorf points out that many folks with “enough” saved still drag their feet when it’s time to clock out—thanks to arbitrary rules of thumb and nagging doubts. He breaks down th…
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🎙️ It’s Annuity Awareness Month… or at least it was when we hit record. In this episode of Unsolicited, we dive into the world of annuities—yes, all of them. From immediate and fixed annuities to MYGAs, variable annuities, and fixed indexed annuities, we break down what they are, how they work, and where the confusion often begins. We don’t sugarco…
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The jury begins deliberating in the Sean “Diddy” Combs racketeering trial, and a bizarre jury note raises questions about one specific juror. Bryan Kohberger takes a plea deal to avoid the death penalty. The Trump Administration declares Harvard in violation of federal civil rights law for failing to protect Jewish and Israeli students. A sweeping …
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In this episode of The Asset Preservation Hour, financial advisor Stewart Willis dives deep into the world of estate planning—and the surprising complications that come with it. From deciding between “equal” and “fair” inheritance splits to using life insurance to balance out gifts between children, Stewart reveals the often-overlooked strategies t…
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Ryan Greigg and Jacqueline Smith explore the transformative power of setting audacious goals in this episode. They discuss the invigorating effects of taking on challenges that push personal limits, from running alongside expert athletes to training for a Guinness World Record attempt on Mount Kilimanjaro. They emphasize embracing hard tasks to bui…
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What if death isn’t inevitable but a solvable problem? This episode explores how biohacking is reshaping our understanding of mortality, legacy, and the limits of human performance. You’ll learn why some of today’s top thinkers are treating longevity as both a science and a spiritual movement, and how this shift affects your brain, your mitochondri…
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Episode 1 – Wisdom is Wealth Verse: Proverbs 1:7 “The fear of the Lord is the beginning of knowledge; fools despise wisdom and instruction.” Overview: Welcome to Episode 1 of Beyond the Budget: Proverbs Edition, where biblical wisdom meets your financial reality. In today’s episode, Greg Carroll unpacks the foundational truth that wisdom—not wealth…
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Janie VanWinkle is a fourth-generation rancher from south of Grand Junction, Colorado. She and her husband, Howard, own and operate VanWinkle Ranch, a Charolais cow-calf operation that runs about 600 head. Together, they’ve spent decades building their ranching business, starting in the early 1980s with just a small herd and growing steadily over t…
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In this episode of The Art of Succession podcast, host Barrett Young interviews David Forster, a serial entrepreneur who successfully built and sold three companies ranging from landscaping services to a retail bike shop. Listeners gain valuable insights into how relationship-focused leadership, proper systems, and life transitions drive successful…
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In this episode of the Membership Geeks Podcast, I dive into the controversial world of scarcity marketing, especially as it relates to memberships. I unpack why the “closed door” model and pressure tactics aren’t the magic bullet many gurus claim—and how they can actually do more harm than good to your membership business. Instead, I share a more …
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Megyn Kelly is joined by Walter Kirn, editor of the "Unbound" Substack, to discuss Jeff Bezos and Lauren Sanchez’s flashy and tacky Venice wedding, the PR-curated guest list full of celebrities who have no actual connection to the couple, why the public has turned against this gross display in our culture, the hypocrisy of leftist celeb flying priv…
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In this week's episode, we'll discuss how you can be a "Honeyboomer." Can you really take a honeymoon-type trip every single year? What can you do to KNOW FOR SURE you'll have enough income to cover your bills and trips every year for the rest of your life? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial…
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Republicans race to pass Trump’s sweeping “Big Beautiful Bill” by July 4th, aiming to cement tax cuts, boost border security, and overhaul Medicaid with work requirements. Closing arguments wrap in Sean “Diddy” Combs’ high-profile criminal trial, with jurors set to deliberate on charges of sex trafficking, racketeering, and prostitution. Jeff Bezos…
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Send us a text Do you want to discover how you can be happier, healthier, and more successful? The answer is surprisingly simple. It’s a secret that many of the world’s richest and most successful people discovered early in life. People who study the Bible are also keenly aware of it. Now, you can learn how to incorporate it into every aspect of yo…
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What if the uncertainty you're feeling about your career path is more common and more solvable than you think? In this episode, Khushboo Sheikh tech leader and founder of Tech Exploration shares how community, storytelling, and strategic self-awareness can turn doubt into direction. Hear the real-life story of Subhan Ali’s pivot from a civil engine…
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Today on the show, in a special edition of GPS from the Aspen Ideas Festival, Fareed sits down with former National Security Adviser Jake Sullivan to discuss the most pressing issues facing American foreign policy, including the need for a new Iran nuclear deal, the Russia-Ukraine war, and the state of US global alliances under President Trump. The…
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In this episode of Financial Safari, Coach Pete and the team break down why a retirement plan without purpose is a recipe for regret. They tackle budgeting, Social Security strategies, and market risks while spotlighting the financial fill-up strategy to keep your income flowing. Whether you're nearing retirement or just starting to plan, this epis…
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Megyn Kelly celebrates three major victories for the rule of law at the Supreme Court, including on nationwide injunctions, birthright citizenship, and parental rights.Then she's joined by Dave Aronberg and Will Chamberlain, legal experts, to discuss the wins for conservatives in three massive 6-3 rulings at the Supreme Court today, the legal argum…
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Defense Secretary Pete Hegseth blasts the media for downplaying the success of US strikes on Iranian nuclear sites, accusing reporters of anti-Trump bias and relying on misleading leaks. The Trump administration plans to restrict Congress’s access to classified intel. Prosecutors in the Sean "Diddy" Combs trial tell jurors the rapper led a criminal…
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You feel stiff, tired, or older than you should—and this episode shows you how to reverse it. Learn how to fix joint pain, restore youthful movement, and upgrade your longevity by hacking the hidden causes of early aging like mitochondrial dysfunction, leaky gut, and chronic inflammation. Watch this episode on YouTube for the full video experience:…
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Megyn Kelly begins the show by breaking down the historic and newsy Pentagon press conference with Secretary Hegseth, the mic drop moments of Hegseth sparring with the press, the terrible coverage of the successful Iran nuke mission, and more. Then Josh Holmes, Comfortably Smug, Michael Duncan, and John Ashbrook, hosts of the Ruthless podcast, join…
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Thinking about growing your commercial book of business but not sure where to begin? In this episode, we sit down with Jerry Thacker, Director of Commercial Lines Development at SIAA, to discuss how independent agents can confidently break into the commercial space. ✅ Why commercial insurance is key to agency success ✅ Common mistakes new commercia…
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Episode Summary: In this episode, Ruma Mazumdar discusses the crucial intersection of real estate and estate planning. She explains how proper planning can transform property into generational wealth and highlights common pitfalls to avoid. The episode covers property titling, probate processes, tax considerations, and strategies to prevent family …
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In this episode of the Live Rich podcast, Roxanne Theodoropoulos, a certified financial planner, shares her journey from a challenging childhood to becoming a financial expert. She discusses the importance of shifting mindsets from saving to spending, especially during retirement. Roxanne emphasizes the need to break the guilt associated with spend…
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Episode Summary: Richard Hall and David Pereira from Bottom Line Lawyers discuss crucial strategies for estate planning in blended families. They explore how to protect both current spouses and children from previous marriages, prevent potential conflicts, and ensure fair asset distribution. The episode offers valuable insights on using trusts, pro…
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Trump officials push back on CNN and NYT claims downplaying the impact of U.S. strikes on Iranian nuclear sites, calling the mission a decisive success. President Trump secures a major win at the NATO summit as allies agree to raise defense spending to 5% of GDP, with a bromance on full display between Trump and Secretary General Rutte. Prosecutors…
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Here’s a situation most people don’t really think about: what happens if one of your beneficiaries dies before you do? It’s not just a legal formality, it’s a scenario that can create confusion, delay, and unintended consequences for your estate plan. If your plan doesn’t account for this possibility, state law might decide where the money goes, an…
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Almost everyone has made financial mistakes, whether it was listening to bad advice, panicking in a downturn, or investing in products that weren’t fully understood. These setbacks can feel overwhelming, but more than likely, you made the best decision you could at the time with the information you had. In this episode, Liz offers a practical, judg…
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Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do Today we’re answering a smart question from a viewer about hiring a spouse or children in a family business. When structured properly, this strategy can create significant tax advantages and strengthen retirement savings. However, it als…
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We all know the news can shape how we feel, but what if it’s also shaping how we invest? In this episode, Victor raises a crucial concern: how biased or emotionally charged headlines may sway investor behavior and cause short-term market volatility. Drawing from his own daily routine of listening to stock market reports, Victor explains why investo…
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93% of people are metabolically unhealthy, and it’s not because they’re lazy or eating too much fat. It’s because their bodies forgot how to burn fat at all. This episode gives you a complete roadmap to reboot your metabolism, escape the sugar-burning trap, and reignite your fat-burning engine for good. Watch this episode on YouTube for the full vi…
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Megyn Kelly is joined by Speaker Mike Johnson to discuss the status of the passage of the Big Beautiful Bill and how it will help the American people, how the media and the left have distorted what the bill will actually do, the “threat to the state” leakers who are lying about Trump’s successful Iran mission, how we know the truth about how damagi…
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