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Inheritance Tax Planning Podcasts

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- Updated daily, we help 6, 7 and 8 figure International Entrepreneurs, Expats, Digital Nomads and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon best selling author, Derren Joseph, in exploring the offshore financial world. Visit www.htj.tax
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Host Jill Schlesinger, CFPยฎ, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of whatโ€™s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
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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 futureโ€”all tailored to help you make the most of your lifeโ€™s work.
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Big Picture Retirement

Devin Carroll and John Ross

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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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ChooseFI

ChooseFI

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How would your life change if you reached Financial Independence and got to the point where working is optional? What actions can you take today to make that not just possible but probable. Jonathan & Brad explore the tactics that the FI community uses to reclaim decades of their lives. They discuss reducing expenses, crushing debt, tax optimization, building passive income streams through online businesses and real estate and how to travel the world for free. Every episode is packed with ac ...
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The Tax Compass Podcast helps globally mobile individuals, expats, and internationally connected professionals navigate the complexities of the UK tax system with clarity, honesty, and real-world insight. Hosted by tax advisers Simon Roue and Dr. Laura Sant from LSR Partners, each episode dives into the issues that matter most if youโ€™re living, investing, or working across borders. Youโ€™ll get plain-English explanations, practical tips, and expert analysis on topics like: UK tax residency and ...
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Simply Financial with Christopher Calandra is an innovative, comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth. Simply Financial covers intriguing and thought provoking questions so that the listener can simply increase their financial IQ.
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For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like: -Should I do Roth conversions? -Are there tax strategies I should be using? -Do I have the proper estate plan? -Is my portfolio allocation diverse enough? -Will I retire on time? Take Money Matters with you each week. Download the show wherever you get your podcasts.
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The Wealth Mindset Show

Hixon Zuercher Capital Management

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Welcome to The Wealth Mindset Show, where co-hosts Josh Robb and Austin Wilson, joined by Hixon Zuercher Capital Managementโ€™s team of finance professionals, portfolio managers, a life coach, and more, come together to tackle complex topics - so you donโ€™t have to! From investment strategies and tax planning, to navigating retirement income and aligning your wealth with your goals, theyโ€™ll provide insights to help you make the best decisions for your future. Whether you're gearing up for lifeโ€™ ...
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The Wise Money Showโ„ข

Korhorn Financial Group

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Listen, Learn & Prosper. Wise Money Show is where individuals looking to build wise financial habits turn for advice. Weโ€™re all about teaching you how to make the right financial decisions in your life that align with your financial plan. If you are looking to be better prepared for retirement, pay fewer taxes, fully fund your retirement accounts, and more, then make sure you subscribe to this channel now!
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Metcalf Money Moment the Podcast

Jeb Graham, Ethan Hutcheson, & Eric Wymore

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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment โ€“ the Podcast. Whether youโ€™re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymoreโ€”seasoned financial professionals with a deep passion for empowering clientsโ€”this podcast brings decades of combined experience in wealth management ...
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Welcome to Financial Planning Unlocked โ€“ bringing together our investment and financial planning experts to discuss the latest hot topics. If youโ€™re looking for information about how to make the most of your money and manage your personal finances, our Financial Planning Unlocked series covers a wide range of topics from financial wellbeing to inheritance tax.
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Secure Your Retirement

Radon Stancil, CFPยฎ & Murs Tariq, CFPยฎ

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Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieveโ€ฆ confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you canโ€™t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
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The Retirement Fix is a monthly podcast for people seeking answers and security in retirement by CERTIFIED FINANCIAL PLANNERโ„ข John Gigliello of the Albany Financial Group, based in Albany, NY. Throughout his 30+ years of experience in taxation, finance and academia, John takes an educational approach to address the most pressing pain-points experienced by his clients and others such as proactive tax management, retirement living & income planning, social security timing, investment managemen ...
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Inheritance Tax Planning

Inheritance Tax Planning

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Navigating inheritance tax can be a daunting task, but with Harry Robinson's expert guidance, securing your familyโ€™s future has never been easier. Specialising in bespoke inheritance tax planning, Harry Robinson helps you preserve your wealth while ensuring compliance with UK tax laws. From minimising liabilities to creating tailored solutions, Harry Robinsonโ€™s meticulous approach offers peace of mind to individuals and families. Whether it's setting up trusts, managing gifts, or optimising ...
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Our goal is to provide valuable information so you can reach PEACE OF MIND through planning. FOLLOW NOW so you are armed with straight forward planning tips for when you're ready to get started! EASIEST WAY TO REACH US: https://www.zammittilaw.com http://www.yourplanningattorney.com ABOUT VAL -- Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helped her find estate planning, elder law and probate as her focus. Valerieโ€™s natural care-giver ten ...
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Attorney Barry Gardiner discusses legal issues relating to estate planning, wills and trusts, federal taxation, elder law, and other corporate and business law topics, especially as they relate to people and businesses in New York and New Jersey.
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Irish Tax Unwrapped

Coventure Tax Consulting

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Irish Tax Unwrapped is your go-to podcast for navigating the complexities of Irelandโ€™s tax landscape. Hosted by Josh O'Connell and featuring Derek Andrews, the show breaks down everything from personal and corporate tax to estate planning and compliance, offering clear and practical advice for individuals, businesses, and professionals alike. Whether you're a business owner, an investor, or just curious, this podcast will break down Ireland's tax code for you. Each episode explores key tax i ...
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The Retirement Tax Podcast

Steven Jarvis and Benjamin Brandt

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The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPโ“‡ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
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Our podcast channel brings you thought provoking and insightful discussions on all things private wealth. We will talk about future and later life planning and wealth management, from making a Will or creating a trust, to preparing powers of attorney and ensuring the welfare of elderly or vulnerable relatives. Our experts will explore issues surrounding the administration of estates and trusts, and discuss effective tax and succession planning strategies for individuals, their families and f ...
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Life Well Planned

Raymond James Ltd

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โ€œLife Well Planned" is a captivating podcast series that traces the remarkable financial journey of the Smith family, from an unexpected inheritance in the year 2000 to their thriving coffee business, securing their children's education, overcoming personal challenges, and gracefully entering retirement in their 70s. Through six insightful episodes, listeners will witness the Smiths' evolution, guided by their trusted Raymond James financial advisor, Andy Reynolds. This series explores the p ...
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Join our friendly team of solicitors as they answer common legal questions in our podcast series. Planning for your Future - covering Wills, Powers of Attorney, Deputyship, Inheritance Tax, Trusts and the Probate process. Dispute Resolution - covering Neighbour Dispute, Removing an Executor under a Will and Will/Inheritance Disputes. Company & Commercial - covering Possession Proceedings, Shareholder Agreements and Disaster Recovery Plans. Find out more about us, our services and what our cl ...
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WealthTalk - money, wealth and personal finance.

Kevin Whelan and Christian Rodwell

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Would you like to be completely financially independent? Tune in each week to the WealthBuilders podcast hosted by Kevin Whelan & Christian Rodwell. WealthBuilders provides a proven step by step process to help our members create, build and protect their wealth by focusing on growing their assets through education, support and connections. Join our community for free at www.wealthbuilders.co.uk/membership
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Financial Advice in Cardiff

Inheritance Tax Planning

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Harry Robinson offers comprehensive financial planning services tailored to your unique needs. With years of experience in the industry, Harry understands the complexities of personal and business finance, providing expert guidance on investments, retirement planning, and wealth management. Whether youโ€™re seeking to optimise your savings, navigate tax implications, or build a robust investment portfolio, Harryโ€™s personalised approach ensures you receive the best strategies for your financial ...
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How to Money

iHeartPodcasts

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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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The Legal Rabbit Hole

Timms Solicitors

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Season 1 was a warm and friendly look into the many aspects of family law, helping you navigate some of the more challenging circumstances. Season Two is time to learn about Wills, Probate, Tax, Trusts & Estate Planning with two experienced legal professionals from Timm's Solicitors.
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The Finance Geeks Podcast

thefinancegeekspodcast

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Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
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The Plan for Happy Podcast

Adam Walkom and Adrian Johnson

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Adam Walkom is a former investment bank trader and management consultant who is now a founding partner of Permanent Wealth Partners and author of Plan for Happy - A step-by-step guide to growing your wealth. Building wealth and investing are both much more of an art form than a science and have much more to do with human and behavioural psychology than economics. Join Adam as he goes on a journey interviewing fascinating guests who share their deeply-held insights and experiences from years ...
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Ask About Wealth

Ask About Wealth

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Irelandโ€™s Financial Guide For High Earners. Subscribe to the Ask About Wealth podcast to stay up to date on what matters when it comes to turning your income into wealth and navigating the Irish financial system. Hosted on Acast. See acast.com/privacy for more information.
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The Our Family Office Podcast

Our Family Office Inc.

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Our Family Office is proud to announce the launch of the Our Family Office Podcast. Throughout the course of the inaugural season, host Adam Fisch speaks to various guests from across our firm, offering insights into the areas of focus for an integrated family office, and the ways that a Shared Family Officeโ„ข can help Canadaโ€™s wealthiest families.
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Complete Wealth Management With Dave Alison

Dave Alison, CFPยฎ, EA, BPC

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Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth. About The Host: Dave Alison, CFPยฎ, EA, BPC is a nationally recognized advisor with a passion to make clientsโ€™ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance a ...
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News and Views Podcast Show

Sarah Power: Director of Business Concepts Group, Financial Planner and Accountant

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The Business Concepts Group News and Views Podcast Show hosted by Sarah Power from Business Concepts Group (BCG) discusses the latest News and Views in Taxation, Accounting Issues, Business Development and SMSF. Listen for expert information, tax tips and updates on latest developments from the ATO. The News and Views Podcast aims to help you to better understand and improve your business. Sarah also hosts the Women in Focus podcast series and joins BCGโ€™s Chris Reed in hosting the SMSF News ...
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If youโ€™re a US citizen living in the UK or youโ€™re planning to move here, there are a number of important life stages you will need to plan for. With a good plan and the right advice, youโ€™ll be ready for any challenge or opportunity life might throw at you while youโ€™re in the UK. Our Stepping Stones series brings together leading advisers from various areas of expertise, to provide you with the need-to-knows for each step of your unique journey in the UK. This series is hosted by Buzzacott, a ...
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The Fire Your Financial Advisor Podcast by Golden Reserve is for every-day retirees. We challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Join us each week for straight shooting, honest insights on protecting your assets from taxes, market risk, fees and long-term care. We'll also challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Subscribe or follow so you never miss an episode ...
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When it comes to financial planning and investing, many of us have more questions than answers. The โ€œWhat the Wealth?!โ€ Retirement Podcast offers sound financial information and guidance on numerous concerns to help Gen X and Y families and professionals as well as 50-Forward individuals create the lives they love. Jonathan P. Bednar, II, CFP, joined Paradigm Wealth Partners in January 2010, where he is in partnership with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guidi ...
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Switch Your Money On

Hargreaves Lansdown

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Help us improve this podcast with our short, 10 question survey (https://www.surveymonkey.com/r/VB6HLCT). Our hosts Susannah Streeter and Sarah Coles look at what's happening in the markets. In each episode they speak to the likes of fund managers and equity analysts to discover what's driving their portfolios, and their insight on what's happening in the world of investment. Plus unique sector guides, with interviews from guests across key industries. This podcast isn't personal advice. If ...
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Financial Tip Friday

financial-tip-friday

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Welcome to Financial Tip Friday, your weekly personal finance and investments devotional. Hosted by venture capital investor, former investment banker and lifelong Christian, Rodney Appiah. This podcast is for general information only and does not constitute financial advice.
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Hosted by Nick Knight, from NK Active, a injury rehabilitation service Lewis Birch, from Grosvenor Birch, Financial planners Covering all topics health and wealth, for small business. With fellow small business owners, telling their story and how they have over come health and wealth problems in the past and impact of a pandemic and post pandemic world
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- Updated daily, we help 6, 7 and 8 figure International Entrepreneurs, Expats, Digital Nomads and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon best selling author, Derren Joseph, in exploring the offshore financial world - Visit www.htj.taxBy htjtax
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#396 | Inheritance Tax Secrets Every Family Should Know ๐—œ๐—ป๐—ต๐—ฒ๐—ฟ๐—ถ๐˜๐—ฎ๐—ป๐—ฐ๐—ฒ ๐—ง๐—ฎ๐˜…: ๐—ก๐—ผ๐˜ ๐—”๐—น๐—น ๐—›๐—ฒ๐—ถ๐—ฟ๐˜€ ๐—”๐—ฟ๐—ฒ ๐—–๐—ฟ๐—ฒ๐—ฎ๐˜๐—ฒ๐—ฑ ๐—˜๐—พ๐˜‚๐—ฎ๐—น ๐Ÿ’ญ Think your family is in the clear when it comes to inheritance tax? Think again. Even if you don't possess substantial wealth, your location and the nature of your beneficiaries can significantly impact what gets passed on and what gets taxed.โ€ฆ
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Cinderella is such an absurd story! Seriously, when you stop and think- itโ€™s pretty messed up: a prince dances with a girl heโ€™s never met before for one night, and then he sends his goons around town to find her so they can get married. Thereโ€™s a reason you go on dates for at least a few weeks before proposing. Youโ€™ve gotta kick the tires and perfoโ€ฆ
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In this episode, we take an in-depth look at the future of regenerative agriculture and examine whether it is right for your farm. We have a special interview with American farmer Gabe Brown, described as the 'god father' of regenerative agriculture, as he visits the UK. We discuss the role of government support when it comes to agro-ecology and naโ€ฆ
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We've started working with a financial planning firm, and part of the strategy requires the use of annuities, is this the best approach? Have a money question? Email us โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ hereโ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ  Subscribe to โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ Jill onโ€ฆ
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In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss a real-life retirement planning case study featuring a fictitious couple, John and Jane, who are 55 and aiming to retire at 62. With $2 million in savings, theyโ€™re asking the question so many do: Can I retire early and still live comfortably? Using advanced financial planโ€ฆ
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#408 | ๐—ง๐—ฎ๐˜…๐—ฒ๐˜€ & ๐—ง๐—ฟ๐—ฎ๐—ป๐˜€๐—ถ๐˜๐—ถ๐—ผ๐—ป - ๐—ง๐—ต๐—ฒ ๐—ข๐˜ƒ๐—ฒ๐—ฟ๐—น๐—ผ๐—ผ๐—ธ๐—ฒ๐—ฑ ๐—ฅ๐—ถ๐˜€๐—ธ๐˜€ ๐—ผ๐—ณ ๐— ๐˜‚๐—น๐˜๐—ถ-๐—ฃ๐—ฟ๐—ผ๐—ฝ๐—ฒ๐—ฟ๐˜๐˜† ๐—ข๐˜„๐—ป๐—ฒ๐—ฟ๐˜€๐—ต๐—ถ๐—ฝ ๐Ÿ“ฃ Attention, property ownersโ€”especially those with holdings in multiple states! Your investments are valuable assets, but without the right protections, they could quickly turn into liabilities. From unexpected lawsuits to complex transitions, there are risks you may not hโ€ฆ
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Key changes in tax law related to the newly passed One Big Beautiful Bill significantly impact the financial independence (FI) community. Notably, the extension of tax rates and the higher standard deduction provide more planning certainty for early retirees, allowing greater financial management under these new regulations. Brad & Sean Mullaney diโ€ฆ
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- Updated daily, we help 6, 7 and 8 figure International Entrepreneurs, Expats, Digital Nomads and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon best selling author, Derren Joseph, in exploring the offshore financial world - Visit www.htj.taxBy htjtax
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- Updated daily, we help 6, 7 and 8 figure International Entrepreneurs, Expats, Digital Nomads and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon best selling author, Derren Joseph, in exploring the offshore financial world - Visit www.htj.taxBy htjtax
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Are you one unexpected expense away from a financial crisis, even if things look fine on the surface? In this episode of Wise Money, we're revealing five hidden signs that you may not be financially secure as you think and helping you identify blind spots, strengthen your financial foundation, and take your next wise step. Season 10, Episode 49 Dowโ€ฆ
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On this weekโ€™s Money Matters, Scott and Pat tackle real-life financial questions from listeners across the country. From a 74-year-old millionaire navigating Roth conversions and legacy planning, to a military retiree wondering if heโ€™s behind financiallyโ€”this episode covers the full spectrum of money challenges. Plus, insights on private investmentโ€ฆ
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On this episode: Protecting your assets against the high cost of long-term care. Should you put your kids on the title of your home? You canโ€™t handle work one more day, but you feel you are too young to retire. Will the market go up another 150% in the next 10 years? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com โ€ฆ
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Daniel Sotiroff, senior manager research analyst for Morningstar Research Services, explains how covered-call ETFs work along with the popular investmentโ€™s risks and rewards. On this episode: What are covered-call ETFs, and how do they work? Why are retirees and other income investors drawn to these ETFs? Whatโ€™s making them so popular this year? Thโ€ฆ
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Have you seen the meme of the guy on a bike who puts a stick in his spokes and then crashes? There are literally hundreds of different versions based on this goofy comic. For instance the first frame on one says โ€œ15 holes of good golf,โ€ then followed by โ€œmy brain realizing Iโ€™m playing well,โ€ as he puts the stick in the front wheel before writhing iโ€ฆ
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Iโ€™m 60 years old and plan to work until 67, at which point I would like to call it quits. Am I on track to make this happen? Have a money question? Email us โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ hereโ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ  Subscribe to โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ Jill on Money LIVEโ โ โ โ โ€ฆ
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#407 | Big Beautiful...Estate Tax? ๐Ÿšจ ๐—•๐—ถ๐—ด ๐—•๐—ถ๐—น๐—น ๐—œ๐—บ๐—ฝ๐—ฎ๐—ฐ๐˜ ๐—•๐—ฎ๐—ฟ๐—ฒ๐—น๐˜† ๐—”๐—ป๐˜†๐—ผ๐—ป๐—ฒ ๐—ถ๐˜€ ๐—ง๐—ฎ๐—น๐—ธ๐—ถ๐—ป๐—ด ๐—”๐—ฏ๐—ผ๐˜‚๐˜ While most people were watching fireworks, a new federal law quietly went into effect on July 4th. If you think estate taxes donโ€™t apply to you, this might just change your mind โ€” especially if you live in New York. ๐—ง๐—ต๐—ถ๐˜€ ๐˜‚๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ ๐—ถ๐—บ๐—ฝ๐—ฎ๐—ฐ๐˜๐˜€ ๐—ต๐—ผ๐˜„ ๐—บ๐˜‚๐—ฐ๐—ต ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ณ๐—ฎ๐—บ๐—ถ๐—น๐˜† ๐—ฐ๐—ผ๐˜‚๐—น๐—ฑ ๐—ผ๐˜„๐—ฒโ€ฆ
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Taxes, savings, and retirement planning work differently for pastors, and if you're in ministry, you need to understand how these unique rules impact your financial plan. In our first Wise Money Spotlight bonus mini episode, we are joined by Brandon Stoller, CFPยฎ, CKAยฎ, for a deep dive into the complex financial planning landscape for pastors and mโ€ฆ
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Join Susannah Streeter and Sarah Coles as they explore how to protect your finances from the fallout of divorce and smart steps to take both before and during a split. Talking pre-nups, emergency funds and mortgage debt, we break down practical ways to safeguard your money if your relationship breaks down. With the number of divorces jumping 28% inโ€ฆ
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We recently worked with clients who had nine different financial accounts at nine different institutions with no coherent strategy, including around $450,000 sitting in cash earning nothing. After moving from California to Tennessee, they were struggling with both lifestyle adjustments and financial disarray while approaching retirement within fiveโ€ฆ
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I just changed jobs and I'm not sure what to do with my 401(k) from my previous employer as the new employer does not offer a retirement plan. Have a money question? Email us โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ hereโ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ  Subscribe to โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ Jill onโ€ฆ
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Thinking about investing in real estate but not sure if itโ€™s the right move? In this episode, we unpack why so many people are drawn to real estate and how it can fit into your bigger financial picture. We also explore if real estate still makes sense in retirement, what to know about the tax side, and how property plays into estate planning. We'llโ€ฆ
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#406 | ๐—ง๐—ต๐—ฒ #๐Ÿญ ๐—˜๐˜€๐˜๐—ฎ๐˜๐—ฒ ๐—ฃ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด ๐—ฆ๐—ฒ๐—ฐ๐—ฟ๐—ฒ๐˜ ๐—ก๐—ผ ๐—ข๐—ป๐—ฒ ๐—ง๐—ฎ๐—น๐—ธ๐˜€ ๐—”๐—ฏ๐—ผ๐˜‚๐˜ You canโ€™t always control what happensโ€”but you can control how prepared you are. Hereโ€™s a secret that makes all the difference: An organized, updated inventory of your assets. Itโ€™s simple, itโ€™s powerful, and itโ€™s something your family will thank you for someday. Digital accounts, business interโ€ฆ
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- Updated daily, we help 6, 7 and 8 figure International Entrepreneurs, Expats, Digital Nomads and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon best selling author, Derren Joseph, in exploring the offshore financial world - Visit www.htj.taxBy htjtax
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This week the Government outlined spending of โ‚ฌ200 billion on a National Development Plan stretching over the next decade. In parallel it also set out its stall for this yearโ€™s budget, signalling a spending and tax package of โ‚ฌ9.5 billion. Joining host Ciarรกn Hancock in studio to dissect these spending plans and tax cuts against a backdrop of a potโ€ฆ
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Weโ€™re joined today by Yanely Espinal, who is also known as MissBeHelpful in the online world of personal finance. Yanely was born in Brooklyn, she is a first generation daughter of immigrants, and even though she went to Brown University it didnโ€™t take long for her to rack up over $20,000 in credit card debt. Academic performance doesnโ€™t automaticaโ€ฆ
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After 34 years of working for the government I took an early retirement offer, am I good to never work again? Have a money question? Email us โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ hereโ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ  Subscribe to โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ Jill on Money LIVEโ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ€ฆ
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In this episode, Christian Rodwell sits down with insurance expert Josh Munt to explore the often-overlooked world of insurance for property investors, business owners, and professionals. Josh shares practical tips, common pitfalls, and actionable strategies to ensure youโ€™re properly coveredโ€”without overpaying or leaving yourself exposed. Key Discuโ€ฆ
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#405 | ๐—›๐—ผ๐˜„ ๐—ฎ๐—ป ๐—œ๐—ป๐—ต๐—ฒ๐—ฟ๐—ถ๐˜๐—ฎ๐—ป๐—ฐ๐—ฒ ๐—–๐—ผ๐˜‚๐—น๐—ฑ ๐——๐—ถ๐˜€๐—ฟ๐˜‚๐—ฝ๐˜ ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—˜๐˜€๐˜๐—ฎ๐˜๐—ฒ ๐—ฃ๐—น๐—ฎ๐—ป (๐—ฎ๐—ป๐—ฑ ๐—›๐—ผ๐˜„ ๐˜๐—ผ ๐—ฃ๐—ฟ๐—ฒ๐˜ƒ๐—ฒ๐—ป๐˜ ๐—œ๐˜) You've put in the time and effort to create a solid estate plan. But what if someone else's estate plan unexpectedly becomes your responsibility? Most people spend a lot of time considering how their assets will be distributed, but few are prepared for the complexitiesโ€ฆ
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- Updated daily, we help 6, 7 and 8 figure International Entrepreneurs, Expats, Digital Nomads and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon best selling author, Derren Joseph, in exploring the offshore financial world - Visit www.htj.taxBy htjtax
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Should You Repay Your Mortgage Early? The Pros & Cons Explained. In this episode, we delve into the question of whether you should repay your mortgage early. With recent statistics showing substantial mortgage debt in Ireland, we examine the pros and cons of early repayment versus investing the money. Utilising real-life examples and detailed calcuโ€ฆ
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In this episode of The Asset Preservation Hour, financial advisor Stewart Willis wraps up the tax season and shifts the focus to proactive tax planning and retirement saving strategies. Stewart discusses the future of tax brackets, sharing insights on potential changes and their implications for high earners. Discover why raiding your 401(k) could โ€ฆ
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Can you replace some or all of your paycheck in retirement? Itโ€™s an issue many of us donโ€™t know how to solve. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy information.By Greg Aler
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With the new Trump Accounts now in the mix, is a 529 plan still the best account for college expenses? Have a money question? Email us โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ hereโ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ  Subscribe to โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ Jill on Money LIVEโ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ€ฆ
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#404 | When Transfer of Death (TOD) Deed is Not Available in Your State ### ๐——๐—ผ๐—ป'๐˜ ๐—Ÿ๐—ฒ๐˜ ๐—ฃ๐—ฟ๐—ผ๐—ฏ๐—ฎ๐˜๐—ฒ ๐—›๐—ผ๐—น๐—ฑ ๐—จ๐—ฝ ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—›๐—ผ๐—บ๐—ฒ Concerned about your home getting tied up in probate? Not all states offer a Transfer on Death (TOD) Deed, (which we rarely suggest anyway) but thereโ€™s a practical solution that can give you and your family more control and less stress noโ€ฆ
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Youโ€™ve done the hard work. You saved consistently, built a seven-figure portfolio, and are ready to enjoy retirement. But even millionaire retirees can make mistakes that put their plans at risk. In this episode, Devin shares the five most common retirement mistakes he sees among high-net-worth clients. These include missing long-term tax planning โ€ฆ
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โ€œSpend less than you make.โ€ This is a maxim that is not only true but, if followed, will allow you to accomplish so many other goals that you might have in life. Itโ€™s a foundational concept. Similarly, we also think the same can be said for biking. Get this one thing right in your life- pedal your way to wherever you need to go, and so many other aโ€ฆ
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After having a lot of fun in my 20s and 30s, then getting serious in my 40s, how far behind am I for retirement? Have a money question? Email us โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ hereโ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ  Subscribe to โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ Jill on Money LIVEโ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ โ€ฆ
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#403 | Debt After Death - What Every Spouse Should Know ๐Ÿ’ณ๐——๐—ฒ๐—ฏ๐˜ ๐—”๐—ณ๐˜๐—ฒ๐—ฟ ๐——๐—ฒ๐—ฎ๐˜๐—ต: ๐—ช๐—ต๐—ฎ๐˜ ๐—ฆ๐˜‚๐—ฟ๐˜ƒ๐—ถ๐˜ƒ๐—ถ๐—ป๐—ด ๐—ฆ๐—ฝ๐—ผ๐˜‚๐˜€๐—ฒ๐˜€ ๐—ก๐—ฒ๐—ฒ๐—ฑ ๐˜๐—ผ ๐—ž๐—ป๐—ผ๐˜„ ๐Ÿ’ก Think youโ€™re automatically off the hook when your spouse passes away? Think again. Navigating credit card debt after the death of a spouse isn't always straightforward. The rules can vary based on your involvement with the account, stateโ€ฆ
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In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the critical role of patient advocacy with Dr. Elizabeth Mizelle, founder of Palm Wellness. Drawing on her extensive background as a family medicine physician, Dr. Mizelle now serves as a health advocate for seniors and their caregivers, helping them navigate the complex โ€ฆ
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Brad and Rachael Camp tackle listener-submitted questions focusing on bonds, retirement strategies, pensions, and optimizing Roth IRA conversions. Rachael Camp, a Certified Financial Planner, sheds light on various financial independence (FI) strategiesโ€”discussing the impact of interest rate volatility on bond investments, the importance of tax plaโ€ฆ
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- Updated daily, we help 6, 7 and 8 figure International Entrepreneurs, Expats, Digital Nomads and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon best selling author, Derren Joseph, in exploring the offshore financial world - Visit www.htj.taxBy htjtax
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#402 | "One Today is Worth Two Tomorrows" - Benjamin Franklin ๐—ฃ๐—ฎ๐˜‚๐˜€๐—ฒ. ๐—•๐—ฟ๐—ฒ๐—ฎ๐˜๐—ต๐—ฒ. ๐—”๐—ป๐—ฑ ๐—ง๐—ฟ๐˜‚๐—น๐˜† ๐—–๐—ผ๐—ป๐˜€๐—ถ๐—ฑ๐—ฒ๐—ฟ ๐—ง๐—ต๐—ถ๐˜€: In a world constantly pulling us into the next thingโ€”next task, next goal, next worryโ€”what if the real value lies in this moment? This evening, I pulled a quote from an old favorite book off my shelf and shared a quick reflection. Itโ€™s a personal โ€ฆ
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