Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, legacy planning, retirement planning and much more.
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Legacy Planning Podcasts
Pennsylvania estate planning attorney Yvette E. Taylor, Esq. explores the extraordinary legacies of ordinary people.
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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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Repair The Roof - Estate & Retirement Planning Podcast
Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group
2
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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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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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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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The Estate Blueprint: Planning Your Future with Tom Begley is a podcast where clarity meets compassion in estate planning. Join host Kevin Rosenquist and expert Tom Begley as they break down the essentials of wills, trusts, long-term care, and legacy protection.
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Take a deep dive into History’s biggest moments with Tom Holland & Dominic Sandbrook. Explore the stories of History’s most brutal rulers, deadly battles, and world-changing events. From the rise and fall of the Roman Empire, the Nazi conquest of Europe, and Hitler’s evil master plan for world domination, to the French Revolution, the sinking of the Titanic, or the Norman Conquest of England in 1066, Tom and Dominic bring the past to life with gripping storytelling and expert analysis, as th ...
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If Medicare makes you sigh Let me help you simplify.
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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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Every week Jeff Vogan comments on the state of the market and economy as well as gives advice on retirement planning and wealth management.
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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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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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Adam Grant shares why thoughtful estate planning is one of the most valuable investments a person can make. Drawing from years of legal experience, he discusses how young families can create meaningful plans that protect assets, ensure smooth transitions, and preserve generational wealth. Adam emphasizes the importance of working with an experienced, responsive professional who will be there for the long term—guiding clients, their children, and even their grandchildren through every stage o ...
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British Thought Leaders features in-depth conversations on issues that affect and shape our society and culture, giving a voice to those marginalised by legacy media. Hosted by NTD UK’s News Director Lee Hall.
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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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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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Welcome to Planning Reimagined, a podcast by Robin Glen that gives you an exclusive peek into the wealth-building strategies of high-net-worth individuals. In every episode, we discuss the intricate world of securing wealth and creating a lasting legacy, exploring actionable strategies and insightful discussions to empower you on your journey.
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Klenk Law Estate Planning Podcast seeks to provide clarity regarding the many gray areas surrounding estate planning issues. We hope to spark a desire for you to take action and plan ahead.
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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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Attorney Brandon J. Lawrence has practiced for over 20 years in Louisville, Kentucky. This podcast helps to make sense of estate planning, probate and all the important decisions that come with them. Episodes will feature guests who bring insight, experience and practical advice for protecting what matters most - your family, your legacy and your peace of mind. Are you ready? Let's talk in over.
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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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Financial and retirement planning guidance from Mike Flanders of the Strategic Planning Corporation in Colfax, NC. We’ll strive to make sure you have a clear view of all the issues that impact your decisions so that you’re prepared for your financial future.
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Future Focused: Sophisticated Estate Planning
Wiggin and Dana LLP's Erin Nicholls and Michael Clear
058
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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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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“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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Stop the Heist. Reclaim the Legacy. Build for 100+ Years. There’s a silent wealth heist happening in America—one that erodes legacy through distraction, short-term thinking, and systems built on scarcity. The Kingdom ROI Podcast is where we expose that system—and offer something better. Hosted by Eric L. Dunavant and Chris Callahan, two kingdom-minded entrepreneurs helping leaders realign their faith, family, fitness, and finances—not just for short-term gains, but for 100+ years of generati ...
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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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Welcome to The Smart Legacy Podcast, where we help you protect your assets, secure your future, and leave a lasting legacy. Each episode, we dive into essential estate planning and elder law topics—wills, trusts, asset protection, and strategies to avoid going broke in a nursing home. Learn how to safeguard your wealth, navigate Medicaid planning, and ensure your loved ones are taken care of. Hosted by the Kansas and Missouri estate planning and elder law attorneys at Stockton & Kandt, we br ...
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Where culture, entrepreneurship, legacy… and true crime collide. Hosted by KING617/TMS, founder of EST. 2580, Create History Clothing, and MiduLife, this show dives deep into the stories, mindset, and hustle behind leaving your mark — from solved and unsolved crimes to the grind of building a legacy. Dream. Plan. Execute. Listen as we explore true crime, street culture, business, and creativity — all through the lens of impact, influence, and leaving a lasting mark.
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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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”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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The Happy Retirement Show with Victor Gray and Colin Hurst
Victor Gray, RICP® and Colin Hurst, CFP®
024
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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From Learning for Justice and host Hasan Kwame Jeffries, Ph.D., Teaching Hard History brings us the crucial history we should have learned through the voices of leading scholars and educators. The series, which includes four seasons that originally aired from 2018 to 2022, begins with the long and brutal legacy of slavery and reaches through the victories of and violent responses to the Civil Rights Movement and Black Americans' experiences during the Jim Crow era to the issues we face today ...
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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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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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Denver-based wealth advisors Zachary Bouck, CIMA®, Blair Braden, CFP®, and Austyn Garcia, explore the habits and routines of millionaires. This show delves into the fundamentals of financial independence, touching on investing, long-term planning, tax strategies, insurance considerations, and wealth generation. Suitable for any level of investor, tune in to learn about addressing financial independence and creating a financial legacy. Securities offered through LPL Financial, Member FINRA/SI ...
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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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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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The Senior Matters Podcast with Mark E. Wight, presented by Idaho Estate Planning, is your go-to resource for navigating senior living, retirement planning, and estate management challenges and opportunities. Hosted by Mark E. Wight, an experienced estate planning attorney with over 40 years of experience, this podcast delivers expert insights and practical advice on topics that matter most to seniors, those caring for seniors, and individuals approaching retirement. In each episode, Mark is ...
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The Wealth Development Studio
Genevieve George, CPA, CFP®, CFE, CDFA®, Pelican Financial Planning
04
The Wealth Development Studio invites you to get confident about your financial situation. Hosted by Genevieve George, Senior Financial Advisor, this podcast helps you navigate life’s evolving chapters with clarity. With over two decades of experience in financial planning, investment management, and tax strategy, Genevieve brings a calm, thoughtful approach to topics that shape your financial wellness, from preparing for retirement and managing wealth to navigating life transitions like div ...
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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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Insights on investing, legacy, and the life well-lived from Andrew Flattery and Flattery Wealth Management, LLC. www.gentlemanspeculator.com
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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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Unlock God’s purpose for your retirement with the iRetire4Him Podcast! Hosts Jim & Martha Brangenberg deliver practical, biblical advice so that you can prepare for and live out a retirement full of purpose and satisfaction. Remember, if you’ve got a pulse, you’ve got a purpose. Decide today to say, “iRetire4Him!”
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Family wealth, legacy planning, and financial clarity for multi-generational families.
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Welcome to **Life, Legacy & Wealth**, the podcast that demystifies estate planning, elder law, and probate to empower you with knowledge to secure your family's future. Whether you are creating your estate plan, navigating the complexities of Medicaid, or settling the affairs of a loved one that passed away, we're here to guide you every step of the way. In each episode, we tackle the questions our clients ask most, like: "What estate planning documents do I need?" "What happens if my loved ...
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Incapacity Planning: Powers of Attorney, HIPAA, and Who’s in Charge When You’re Not
19:38
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Episode Summary: In this episode of The Legacy Cast by Kelley Legacy Law, Michael W. Kelley sheds light on the critical aspect of incapacity planning in estate management. He emphasizes the significance of naming decision-makers for healthcare and financial matters, highlighting real-life scenarios where lack of documentation led to complicated sit…
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Understanding Conservatorships in California: When and Why They’re Needed
12:16
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Episode Summary In this episode, Attorney Adam Grant breaks down what conservatorships are, when they’re necessary, and how families can navigate the process with compassion and preparation. He explains the two types of conservatorships — of the person and of the estate — and how they differ from powers of attorney and health care directives. Adam …
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003: Mastering Florida Probate Process: Strategies for Effective Estate Planning and Legal Guidance
24:57
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Unlock the secrets to more efficient estate planning and fortify your family's legacy with our latest episode of Life, Legacy, and Wealth. Once again facilitated by producer, Danny Ozment, Tom will help you navigate the often-confusing world of probate in Florida, especially when dealing with unique scenarios like out-of-state heirs or vacation pro…
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What Happens If You're Incapacitated Without a Plan?
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What really happens if you're suddenly incapacitated—and don't have a plan? In this essential episode, attorneys Glenn Stockton and Sophia Kandt break down the hidden risks of going without legal documents like powers of attorney or HIPAA authorization. From real-life emergencies with young adults and spouses to the stressful, expensive court proce…
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My guest today is my friend Rachel Gabel, writer, ag advocate, and host of the Pro Ag podcast. She’s known for her work in The Fence Post, the Denver Gazette, and the Colorado Springs Gazette. Rachel knew Terry and leaned on him for his steady advice and wisdom. In this episode, she opens up about her family’s own uncertainties around succession pl…
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Ep 03 - Estate Planning Made Simple: Attorney Richard Eagles on Wills, Probate & Protecting Your Legacy
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Welcome back to Medicare Mayhem, the podcast where we turn confusion into clarity for seniors, caregivers, and families navigating the often chaotic world of Medicare and aging-related planning. I’m your host, Jill Santos, licensed Medicare advisor with All About Medicare in Pompano Beach, Florida. Today’s episode brings you a deep, insightful, and…
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091: Estate Planning Essentials: How Trusts & Gifting Protect Your Legacy with Attorney David Chaves
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For many families, estate planning creates a feeling of anxiety, which is a big reason why they put it off for another day. From probate costs to nursing home spend-downs, failing to plan can leave loved ones vulnerable to unnecessary taxes, legal fees, and stress. In this episode, SHP's Laura Russo is joined by returning guest Attorney David Chave…
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Healthcare Decisions: Naming the Right Agent and Communicating Wishes
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An estate plan can address not only what happens upon a person’s passing but also how decisions are made if the person cannot make them during life. One set of documents — called a living will, healthcare power of attorney, advance directive or advance medical directive, depending on the state — designates an agent to make healthcare decisions on t…
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The Downside of Putting Real Estate in a Trust.
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The Downside of Putting Real Estate in a Trust. 🔥 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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093: The Importance of Building Strong Savings Habits for Young Investors with Nick Nelson
38:07
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For many young adults and new parents, getting their savings or investment plans started can feel intimidating. Despite all the information available online, most don't realize that setting aside small amounts early—$25 a week or $100 a month—can grow into a lifetime of financial security through the power of compound interest. In today's episode, …
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S4:E10 Advisors Won’t Tell You This About Inheritance Planning
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Resources and Next Steps: 📖 Learn more about Kingdom ROI → https://kingdomroi.org/ 🎯 Find Out More About the Kingdom Operating System: https://www.launchkingdomos.com ✅ Take The Great Wealth Assessment! →https://linktr.ee/kingdomroi We are living in the largest wealth transfer in human history — over $140 trillion in the U.S. alone. Potentially $30…
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In this episode Jeff discusses current event headlines, holiday market fears, protecting a spouse in retirement, and he answers listener questions.By Jeff Vogan
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493 Unlimited Compassion with Sarah Hubbard
37:36
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Have you ever wondered how to turn brief introductions into conversations that truly matter? In this episode, Sarah Hubbard shares her journey from the mortgage world to keynote speaking and authorship, revealing how intentional networking reshaped her career and personal growth. She discusses overcoming challenges, including writing her first book…
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The Beatles: The British Invasion, with Conan O’Brien (Part 2)
55:22
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| This episode is available a week early for members of The Rest Is History Club | What happens when fame, drugs, and genius collide? How did the Beatles survive John Lennon’s “more popular than Jesus” interview and the death of Brian Epstein? And, why did the band eventually break up? Conan O’Brien returns with Tom to dive into the Beatles’ final …
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Facing death doesn’t just raise medical questions—it opens up deep emotional, spiritual, and existential ones, too. In this episode of the Digital Legacy Podcast, host Niki Weiss, Digital Thanatologist, sits down with Christine Caldwell, an end-of-life psychedelic care educator and the Founder of End of Life Psychedelic Care, to explore how psyched…
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Tim Canterbury: Public Lands, Private Values
1:02:32
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We are replaying one of our favorites! Today, I’m joined by Tim Canterbury, a longtime family friend and true cattleman. My kids know him as “Uncle Tim.” He’s played Barbie dolls and many rounds of checkers with our kids, and more importantly, he was a loyal friend to Terry. Tim runs a cow-calf operation near Salida, Colorado, and currently serves …
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When the Court Decides: Conservatorship, Guardianship, and You
27:47
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Conservatorship & Guardianship: The Living Probate Nobody Plans For In this Senior Matters episode, hosts Mark Wight and Carly Ward discuss the urgent need for proactive estate planning to avoid court-imposed conservatorship and guardianship. Known as "living probate" in Idaho, these processes strip individuals of financial and personal decision-ma…
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The 5-Minute Retirement Roadmap: Your Simple Path to Retirement Freedom | The Limitless Retirement Podcast
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👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started Danny discusses the essential steps to planning for retirement, emphasizing the importance of defining a clear vision for what retirement should look like. He outlines a simple five-minute roadmap to help individuals understand their retirement costs, income sources, and …
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Join hosts Jacqueline Smith and Ryan Greigg as they delve into the concept of not 'playing small', discussing the comfort of limits and the energy derived from challenges. Jacqueline unveils her new project, "High Performance Real Estate," a community aimed at blending extraordinary living with real estate success. The episode explores the balance …
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Tax Strategies for the end of the Year and Beyond
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In this episode, Roxanne discusses essential tax strategies to consider before the end of the year. They emphasize the importance of timely actions regarding taxes, including Roth conversions, gifting strategies, and tax loss harvesting. Roxanne shares insights on how to maximize tax benefits and avoid penalties, while also highlighting the signifi…
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This Week in the Market - Episode 93 (12-5-25)
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In this episode of Black and White Market Minute, Aaron, Sam, and Henry discuss the current state of the market and future economic trends. They analyze the potential impact of Netflix buying Warner Brothers, the concentration of investments in a few top companies, and the possibility of the Federal Reserve lowering interest rates. The guys also to…
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Estate Planning Interview with Steve Murhpy
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Episode 3: Attorney Brandon Lawrence opens the episode of Protect Your Nest by welcoming Steve Murphy, Vice President and General Manager of WLOU and WLLV Radio, to talk about estate planning. Brandon and Steve discuss how "estate planning" is often viewed as a scary or misunderstood term. People to mistakenly believe it's only for the wealthy. It'…
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Credit Shelter Trusts Explained 🔥 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 g…
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624. Jack The Ripper: History’s Darkest Mystery (Part 1)
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Was Jack the Ripper the first serial killer of all time? Who was his first victim, and why was the murder so shocking? And, what did the Ripper phenomenon reveal about the anxieties of Victorian London? Join Tom and Dominic as they delve into the darkest days of London’s long history, as Jack the Ripper’s terrible, grisly reign of terror begins... …
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The One Time a Power of Attorney Does Not Work
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The One Time a Power of Attorney Does Not Work 🔥 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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A Costly Probate Mistake with Real Estate 🔥 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 …
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Coach Pete Spills the Secret Sauce (…And It’s Not What You Think)
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Coach Pete turns retirement from a roller coaster into a smooth cruise—build your paycheck first, take risk second, and let the Rule of 100 keep you sane. He hunts down “financial termites” with a forensic fee check, then layers in real-world hacks—from smart mortgage moves to avoiding gold’s bid/ask gotchas—so more of your money stays yours. The p…
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A Story About Entitlement and Estate Planning
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A Story About Entitlement and Estate 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 F…
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Autopilot Retirement? Why It’s Time to Grab the Controls
32:55
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What if your retirement plan is stuck on autopilot while the world—and your options—have changed? In this episode, Tim Wood explains why regular reviews and independent advice are essential for navigating market turbulence, inflation, taxes, and unexpected windfalls. Discover how to break out of “set it and forget it” mode, update your strategy for…
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Change Your Financial Future Now! (Ep. 331)
26:46
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Controlling the Banking Function in Your Life to Change Your Finacial Future! You might be saving 10% of your income… but quietly sending 34.5% of every disposable dollar to banks in interest. In this episode, Mary Jo breaks down Chapter 3 of Building Your Warehouse of Wealth and shows why how money flows is more important than the rate of return y…
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Uncovering the Money Behind the Beautiful Game | Rob Wilson
43:18
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Is Football Finance Out of Control? Amid national decline and uncertainty, Britain has quietly built one of its greatest modern exports: the English Premier League (EPL). In this episode, sports finance expert Professor Rob Wilson reveals how the EPL became a global money-making juggernaut that dwarfs every other British sport. He explains where th…
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What Does "Comfortable" Actually Look Like in Retirement?
21:06
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We hear this all the time—'I just want to feel comfortable in retirement.' But what does that actually mean? Is it a number? A lifestyle? Just peace of mind? That idea of 'comfort' comes up in so many planning conversations, and today we're unpacking what it really looks like—because it's probably not what most people expect.…
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Need Probate? Just Say No to Credit Card Bills.
1:05
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Need Probate - Just Say No to Credit Card Bills 🔥 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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This week, Angela joins the Slice Podcast to talk about the latest tax legislation and how it impacts families, business owners, and retirees. She discusses the extension of current tax rates, the SECURE Act 2.0, 529 plans, charitable giving, Roth conversions, estate tax exemptions, and Trump accounts. She also emphasizes the importance of planning…
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Carolina Blatt, Ph.D.: Legacy of an Artist Administrator and Educator
35:54
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Yvette discusses the role of art with Dr. Carolina Blatt, Dean of Arts and Communication at Bucks County Community College. Their conversation explores the power of art to connect. Dr. Blatt has a community-centric approach to arts and has the ability to inspire people artistically. She believes art is a language expression of its own that belongs …
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Answering Your 2025 Financial Questions (Part 1)
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As the year winds down, we’re taking a moment to answer some of the listener questions we’ve received over the past few months. One listener asks how they can give meaningful monetary gifts to their kids or grandkids while staying within gift tax rules. Another listener wonders whether keeping a large sum of cash in the bank- like $150,000- is real…
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Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do What if the hardest part of passing on your business isn’t the paperwork, but ensuring your family’s story, values, and bonds endure for generations to come? In today’s episode, Rob talks honestly about what it takes to transition a busi…
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So…You’re In Charge of Administering Your Parents’ Trust
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📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Nick digs into what it really feels like to be handed the responsibility of administering a parent’s trust, something most people assume will be simple until they’re the one in charge. This c…
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002: Mastering Florida's Probate Process: A Guide to Estate Management and Legal Responsibilities
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Unlock the secrets of mastering Florida's probate process and breeze through estate management with confidence. We demystify the probate process in Orlando, providing essential guidance for personal representatives to safeguard the deceased's home and locate vital estate planning documents. Our episode clears up common misconceptions—such as the mi…
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623. The Nazis at War: Churchill’s Finest Hour (Part 4)
1:11:43
1:11:43
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With Adolf Hitler at the apex of his power during the Second World War, how did he move on Britain? How did Winston Churchill respond? And, would Britain’s airforce triumph over Hitler’s Luftwaffe in the legendary Battle of Britain? Join Dominic and Tom as they reach one of the watershed moments of the Second World War, as the Nazis strive to elimi…
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001: Building a Legacy in Elder Law and Estate Planning
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In this inaugural episode of Life, Legacy, and Wealth, hosts Cary Moss and Tom Moss of Sawyer & Sawyer invite listeners to the table for an intimate and informative conversation about the roots of their law firm, their personal journeys into law, and how they've built a practice centered on compassion and legacy. Cary shares how her parents founded…
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The Secret Language of Bank Beneficiary Designations.
1:03
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Secret Language of Bank Beneficiary Designations. 🔥 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 L…
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492 Leading Unapologetically with Alison Maitland and Liz Walker
42:27
42:27
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What if the key to more impactful leadership isn't learning more but seeing differently? Dr Alison Maitland and Liz Walker explore how vertical development reshapes perspective, unlocks authenticity and helps leaders move beyond long-held labels. They share how expanding awareness leads to greater fulfilment, deeper connection and meaningful change…
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