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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Legacy Planning Podcasts

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001: Securing Your Legacy: Ensuring Your Family's Future Through Estate Planning with DeDe Soto
8:42
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8:42Unlock 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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Episode #47: Be MA& Ready: Start With A Plan
7:20
7:20
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7:20Is 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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Planning in the Face of Uncertainty of Tax Law: The One Big Beautiful Bill Act
11:56
11:56
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11:56Tax 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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Are You Missing This Piece of Your Investment Plan?
12:37
12:37
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12:37Most 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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083: Smart Tax Planning Strategies to Keep More of Your Retirement Income with Mike Guthrie
39:52
39:52
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39:52Most 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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The Sandwich Generation: Estate Planning for Your Parents and Yourself
16:18
16:18
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16:18Episode 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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Diddy Jury Nears Verdict, BBB Barely Passes Senate, Trump Tours "Alligator Alcatraz": AM Update 7/2
14:15
14:15
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14:15The 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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Proverbs Series - Episode 2 - Seek it Like Treasure, Guard it Like Gold
6:53
6:53
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6:53Episode 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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In this episode Jeff discusses current events. He answers listener questions and then talks about estate planning for the great wealth transfer.By Jeff Vogan
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470 Why Complex Complicated Conversations Matter with Katie Allen
40:03
40:03
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40:03Ever 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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Kohberger's Shocking Plea Deal, Diddy Red Flags, and Trump vs. Elon Again, with Arthur Aidala, Matt Murphy, Rich Lowry, Charles Cooke | Ep. 1099
1:42:16
1:42:16
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1:42:16Megyn 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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This Week in the Market - Episode 80 (6/27/25)
29:03
29:03
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29:03In 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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5 Myths Keeping You Stuck at Work Past 60! | The Limitless Retirement Podcast
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12:41👉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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Diddy Trial Twist About One Juror, Kohberger Plea Deal, Free Speech Under EU Threat?: AM Update 7/1
17:49
17:49
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17:49The 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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15 – The Inheritance Dilemma: How to Leave a Legacy Without Creating Family Drama
22:51
22:51
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22:51In 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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Powering Through Challenges: How Bold Goals and Dedicated Routines Fuel Personal Growth
18:25
18:25
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18:25Ryan 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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Death, Legacy & the Philosophy of Longevity — with Stephen Cave : 1297
57:09
57:09
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57:09What 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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Proverbs Series - Episode 1 – Wisdom is Wealth
6:50
6:50
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6:50Episode 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: Telling the Rancher’s Story
1:16:57
1:16:57
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1:16:57Janie 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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This COO's Path to Building Three Sellable Companies
1:05:10
1:05:10
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1:05:10In 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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430 - Everything You Know About Scarcity Marketing is Wrong
22:56
22:56
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22:56In 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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Tacky and Gross Celeb-Filled Bezos-Sanchez Wedding, and Zohran Mamdani's Fake Origin Story, with Walter Kirn | Ep. 1098
1:41:19
1:41:19
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1:41:19Megyn 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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What is a "Honeyboomer" and how can you be one
16:05
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16:05In 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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Crunch Time For Big Beautiful Bill, Diddy Verdict Watch, Bezos Wedding Protests: AM Update 6/30
15:38
15:38
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15:38Republicans 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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Attitude of Gratitude: The Key to Happiness, Health, and Success #128 REAIR
34:19
34:19
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34:19Send 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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The Power of Peer Support in Career Pivots and Tech Transitions
14:46
14:46
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14:46What 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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Retire With Purpose or Perish: Why Your Golden Years Need More Than Gold
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51:21In 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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Major SCOTUS Victories, and Absurd and Bizarre Bezos-Sanchez Wedding, with Maureen Callahan, Dave Aronberg, and Will Chamberlain | Ep. 1097
2:23:35
2:23:35
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2:23:35Megyn 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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Ep. 308 - Premiums Should be Recorded as an Expense
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19:43Mary Jo lays out why premiums belong in your budget—not on the back burner. Protecting your future shouldn't be an afterthought. Audio Production by Podsworth Media - https://podsworth.com
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Hegseth Blasts Media, Diddy Closing Arguments Begin, Deep Dive on Zohran Mamdani: AM Update 6/27
16:08
16:08
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16:08Defense 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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Fix What’s Making You Feel Old—From Joints to Mitochondria | Dr. Greg Kelly : 1296
45:39
45:39
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45:39You 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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Hegseth's Media Mic Drop on Iran Strikes, "Daddy" Trump, and Mamdani's White Guilt Win, with Ruthless Hosts | Ep. 1096
1:41:15
1:41:15
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1:41:15Megyn 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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Episode #48: Tips for Growing Your Commercial Book of Business
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15:20Thinking 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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More Than a Home: Protecting Real Estate Through Estate Planning
10:49
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10:49Episode 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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Estate Planning for Blended Families: Keeping the Peace After You're Gone
19:24
19:24
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19:24Episode 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 Secures Major NATO Win, Admin Pushes Back Against Intel Leaks to Media: AM Update 6/26
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17:46Trump 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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When Your Beneficiary Dies First - What Happens Now?
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7:11Here’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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Bounce Back Smarter: Learning From Financial Missteps
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15:25Almost 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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Hiring Your Spouse & Kids: Big Opportunities and Big Mistakes to Avoid
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13:12Discover 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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Are You Letting Headlines Hijack Your Portfolio?
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3:31We 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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The Ultimate Guide to a Metabolism That Burns Fat Again — with Ben Azadi : 1295
1:06:15
1:06:15
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1:06:1593% 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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Media Spreads False Iran Leaks, Trump Gets NATO Results, and Socialist Wins NYC Primary, with Speaker Mike Johnson and Charlie Kirk | Ep. 1095
1:41:36
1:41:36
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1:41:36Megyn 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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