Best Todd Whatley Podcasts (2025)

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Epi 53: Business Valuation Surprises: The $15 Million Estate Tax Oversight 25:33

1d ago25:33

25:33

Send us a text Analyzing a real client case reveals how proper business valuation prevented millions in estate tax liability for a family business succession plan. • Late 70s couple with three children (one running the family business) needed trust updates • Initial assumption: $6 million estate ($4M personal assets, $2M business) was non-taxable •…

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Epi 52: Predatory Marriages: The Silent Threat to Elder Estate Plans 18:42

1d ago18:42

18:42

Send us a text Predatory marriages target vulnerable seniors for financial gain, creating devastating consequences that override estate plans and disinherit children. Todd Whatley explores this emotionally charged, legally complex issue affecting an increasing number of families as our population ages. • Predatory marriage defined: when someone int…

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Tax Time Bombs in Your IRA: We Have a Tool to Defuse Them Before They Explode on Your Heirs 21:53

28d ago21:53

21:53

We introduce our new tax calculator tool that reveals how much of your retirement accounts will go to taxes over your lifetime, helping you understand the true impact of tax obligations on your 401(k), IRA, and other qualified accounts. • Our simple tax calculator at generationswealthtax.com shows your potential lifetime tax liability in just minut…

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Epi 51: When To Use (And When NOT To Use) Irrevocable Trusts For Your Clients 30:30

1M ago30:30

30:30

Send us a text Todd Whatley tackles the complex topic of irrevocable trusts in elder law practice, focusing primarily on Medicaid Asset Protection Trusts and when they're appropriate for clients. He draws on personal experience to provide practical guidance on implementing these powerful legal tools correctly. • Irrevocable trusts require relinquis…

1
Epi 50: Navigating Dementia: Legal Rights and Client Capacity 24:39

1M ago24:39

24:39

Send us a text Elder law attorneys regularly encounter clients with dementia, yet many misunderstand that a diagnosis doesn't automatically prevent someone from signing legal documents. Todd Whatley explains when and how individuals with dementia can execute valid legal documents and avoid unnecessary guardianships. • Understanding dementia as a pr…

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Epi 49: The Trustee Dilemma: Family vs Commercial Fiduciaries 21:22

1M ago21:22

21:22

Send us a text Todd Whatley continues his trust-focused discussion by exploring the critical yet often overlooked process of trustee selection. He examines why this decision deserves more attention than the typical "oldest child" default approach, emphasizing that being a trustee is a demanding job requiring specific qualifications. • Trustee respo…

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Navigating Tax Changes: Protecting Your Wealth and Legacy After 2025 28:23

3M ago28:23

28:23

Understanding taxes is crucial for effective wealth management. In this episode, we explore four key types of taxes: estate, gift, capital gains, and income tax, offering insights into strategies to minimize liabilities and maximize your wealth. • Overview of the four main types of taxes impacting individual finances • Estate tax concerns and proje…

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Ep. 48 Uncovering Elder Abuse: Insights and Solutions with Leslie Albrecht 47:19

3M ago47:19

47:19

Send us a text Ever wondered what it takes to identify and combat elder abuse effectively? Join us as we sit down with Leslie Albrecht, a leading authority on elder abuse, who shares her transformative journey from her early days with the San Diego Police Department to establishing the pioneering Elder Abuse Unit in 2000. Leslie offers a candid loo…

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Ep. 47 Simplifying Family Document Chaos with Trustworthy CEO Nathaniel Robinson 27:37

3M ago27:37

27:37

Send us a text Unlock the secrets to managing your client's family's essential information with the transformative insights from our special guest, Nat Robinson, creator of Trustworthy. Discover how this groundbreaking platform acts as a "family operating system," providing a secure and efficient way to organize, store, and share critical documents…

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Ep. 46 Preserving Your Digital Legacy: Navigating Digital Assets in Modern Estate Planning with Todd Whatley 20:03

4M ago20:03

20:03

Send us a text Digital assets are becoming an essential component of estate planning, yet many clients do not realize their significance. This episode discusses practical steps and legal considerations for addressing digital assets in elder law. • Importance of planning for digital assets • Conducting a digital asset inventory • Challenges of acces…

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Ep. 45 Balancing Autonomy and Protection: Navigating Elder Law and Guardianship 30:17

4M ago30:17

30:17

Send us a text This episode explores the delicate balance between protecting the rights of elderly clients and preserving their autonomy in light of diminished capacity. Todd emphasizes the ethical responsibilities of elder law attorneys to advocate for their clients and the importance of legally empowering them through comprehensive powers of atto…

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Reflect, Adjust, Push Forward: Crafting Your Financial Legacy and Achieving SMARTER Goals 22:08

4M ago22:08

22:08

This episode explores how to make the most of the new year by reflecting on past achievements, aligning financial strategies with long-term goals, and implementing bite-sized plans for growth. Through a structured approach, listeners are encouraged to set meaningful resolutions and take actionable steps toward financial success. • Discussing the im…

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Mastering the Market: Balancing Risk and Security for Lasting Wealth and Empowerment 23:45

4M ago23:45

23:45

What happens when the stock market feels like a thrilling rollercoaster ride, and you're not sure when to get off? Join us as we explore the exhilarating world of investing with Todd Whatley, a certified elder law attorney, and Ian Weiner, a certified financial planner. Learn the art of navigating the current market, highlighted by Walmart's stella…

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Ep. 44 Mastering Probate Avoidance: Expert Strategies for Elder Law Practices 20:24

4M ago20:24

20:24

Send us a text This podcast episode emphasizes the importance of probate avoidance and explores various strategies to ensure smoother transitions of assets upon death. Todd Whatley discusses ethical estate planning practices, focusing on revocable living trusts, beneficiary designations, and joint ownership as ways to bypass probate. • Understandin…

1
Ep. 43 Expanding Your Practice with Special Needs Trusts 25:35

4M ago25:35

25:35

Send us a text In this episode, we explore the vital role of special needs trusts in elder law, discussing their importance for families and how attorneys can incorporate them into their practices. With practical marketing strategies and insights, listeners learn how to serve this unique community effectively. • Understanding the significance of sp…

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Ep. 42 Insights from Todd on the 2025 Potential Shifts 29:59

5M ago29:59

29:59

Send us a text Discover the intricate world of estate and gift tax exemptions with Todd Whatley, the Elder Law Coach. What could the re-election of President Trump mean for your financial future? As Todd guides us through the potential shifts in estate planning, he delves into the looming reduction of the estate tax exemption from $13.61 million pe…

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Ep. 41 Mastering OKRs: Revolutionize Goal-Setting in Your Elder Law Practice 28:00

5M ago28:00

28:00

Send us a text Unlock the secret to revolutionizing your elder law practice's goal-setting strategy with Todd Whatley as your guide. Traditional methods often leave us short of our targets, but what if your objectives were not only clear but quantifiable as well? Through the power of Objectives and Key Results (OKRs), Todd shares insights on how yo…

1
Ep. 40 Turning Mistakes Into Mastery: The $6850 Letter 15:22

5M ago15:22

15:22

Send us a text What happens when a small oversight turns into a $6,850 lesson? Join me, Todd Whatley, on a journey through the complexities of elder law, as I recount an unforgettable personal story that underscores the critical importance of communication and documentation in the Medicaid application process. This episode isn't just about a mistak…

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Taxes, Tariffs Planning For Success In The Trump Era. 27:23

5M ago27:23

27:23

Brace yourself for a groundbreaking discussion on the financial and political tremors following the seismic 2024 election: Donald Trump is back in the White House. We promise to navigate the tangled web of reactions—from the ecstatic to the anxious—and shed light on the real impact of tariffs and taxes under the new administration. Our goal is to o…

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Ep. 39. Spotting Trust Mistakes: Identifying Two Key Errors That Convert Clients 14:59

7M ago14:59

14:59

Send us a text Do you have trouble getting people to hire you to amend their trust done by another attorney? Are you creating trusts with terms that are not in your client's best interest? Unlock the secrets to effective trust management and protect your clients' interests with insights from Todd Whatley, a veteran in elder law. Discover why Todd a…

1
Two Big Mistakes Many Times Seen in Trusts 28:45

7M ago28:45

28:45

How can you ensure your legacy is safeguarded for your children and future generations? Today on Wealth for Generations, Todd Whatley and Ian Weiner unpack two critical components of trusts and estate planning to help you protect your family's financial future. We kick off by diving into the intricacies of trust distribution terms, explaining why s…

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Maximizing Business Value: Expert Strategies for a Profitable Exit and Legacy Planning 41:39

9M ago41:39

41:39

Unlock the secrets to maximizing your business's value with insights from our special guest, Barbara Taylor, a renowned business consultant and broker. In this episode of Wealth for Generations, we promise to equip you with invaluable strategies for prepping your business for sale. Barbara shares her expertise on understanding your business's true …

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Mastering the Terminal Dollar: Strategic Wealth Transition and Financial Planning for Legal Professionals 21:12

10M ago21:12

21:12

Imagine reaching a point where you've earned the last dollar you'll ever need. What would you do next? On the latest episode of the Lawyer's Money Show, we promise to transform your financial mindset by exploring the concept of the "terminal dollar." We dive deep into understanding when enough is truly enough, and how this realization can revolutio…

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The Terminal Dollar: Redefining Financial Success - Beyond Security to Significance 21:52

10M ago21:52

21:52

Ever wondered if you’re managing your wealth for maximum impact and fulfillment? Find out how to transform your financial perspective by exploring the concept of the "terminal dollar" with our experts, Todd Whatley and Ian Weiner. This episode challenges you to rethink your financial goals once you've achieved security, delving into the essential u…

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Ep. 38 The Future of Elder Law Part 2 - One Solution, Financial Planning 27:11

10M ago27:11

27:11

Send us a text Unlock the secrets to effective elder law and estate planning as we host Ian Weiner, a Certified Financial Planner, who shares his expertise on the critical risks of using templated legal documents and "do it yourself" financial advice. Discover why DIY and advisor-mediated estate plans often fall short and how improper documentation…

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Ep. 37 Trends in Elder Law - What is Coming? 24:03

10M ago24:03

24:03

Send us a text Discover the evolving world of estate planning and financial advising in our latest episode, featuring insightful contributions from Todd Whatley, the Elder Law Coach, and certified financial planner Ian Weiner. You won't want to miss Todd's candid apology for the delay in new episodes as he commits to more frequent and valuable cont…

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Ep. 11 The Attorney's Guide to Wise Real Estate and Equity Ventures 26:49

1y ago26:49

26:49

Unlock the secrets to savvy investing with Todd Whatley and me, Ian Weiner, as your guides through the often opaque world of alternative investments. Today's episode is a goldmine for attorneys looking to navigate the complexities of private equity, private credit, and real estate. We shed light on the allure of these opportunities, while also stre…

1
Epi 12 Crafting Fiscal Success: Personalized Investment Solutions for the Legal Profession 18:40

1y ago18:40

18:40

Unlock the secrets to financial prowess with yours truly and expert Todd Whatley in our revealing chat on the Lawyer's Money Membership. Designed specifically for attorneys, this program promises a treasure trove of tools to shore up your financial well-being, from DIY planning resources to personalized investment strategies. We sift through guides…

1
Epi 13 Maximizing Your Legal Practice's Potential: A 90-Day Blueprint for Firm Management, Financial Mastery, and Ensuring a Lasting Legacy 30:10

1y ago30:10

30:10

Unlock the full potential of your law practice with our transformative 90-day sprint program! Todd Whatley and Ian Weiner, promise to guide you through the labyrinth of firm management, offering unparalleled insights into financial operations, insurance, and retirement plans that will catapult your legal career to new heights. As attorneys, you're …

1
Epi 14 Lawyers and Wealth Mastery: Strategic Insights for Financial Management 27:43

1y ago27:43

27:43

Unlock the keys to mastering your financial future and avoiding common wealth management traps with our latest discussion, tailored specifically for attorneys. Ian joins me to dissect the vital reasons why complete financial transparency, right down to sharing tax returns with your planner, is not just beneficial but essential in creating a solid f…

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Epi 15 Transforming Debt into Opportunity: Financial Intelligence for the Legal Profession 27:44

1y ago27:44

27:44

Are your finances dressed in their best suit, or are they loitering in legal limbo? As legal professionals, Todd Whatley and Ian Weiner lead you through the labyrinth of financial planning where the stakes are as high as courtroom drama. We crack open the case files on why a detailed look at your tax returns is the secret weapon in building a perso…

1
Revolutionizing Senior Healthcare: In-Home Medical Advancements and Financial Health for a Lasting Legacy 32:52

1y ago32:52

32:52

Discover the transformative impact of in-home medical care for the elderly with Dr. Lazarte, a trailblazer in this revived practice. Experience a captivating conversation that uncovers the profound benefits personalized healthcare brings to those over 85 with chronic conditions. With Dr. Lazarte's insights, we delve into how this approach not only …

1
Ep 36 Maintaining Autonomy in Dementia: Navigating Guardianships and Powers of Attorney 27:19

1y ago27:19

27:19

Send us a text Discover the keys to safeguarding autonomy in the face of dementia and the intricate legal decisions that follow. As your Elder Law Coach, I, Todd Whatley, guide you through the murky waters of guardianships and powers of attorney, revealing how a dementia diagnosis impacts legal capacity and the crucial steps to maintain control ove…

1
Fostering Growth and Collaboration in Bentonville's Business Scene 28:02

1y ago28:02

28:02

When Jasmine Rara made the trek from the sun-kissed coast of Southern California to the community-centric landscape of Bentonville, Arkansas, her journey became more than a change of scenery—it became a story of transformation and empowerment, especially for women entrepreneurs. Tune in as Jasmine, from the Greater Bentonville Chamber of Commerce, …

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Ep 8 Estate Planning for Attorneys. 21:19

1y ago21:19

21:19

Navigating the complexities of estate planning is no small feat, even for those of us well-versed in the art of law. Todd Whatley and Ian Weiner promise an enlightening conversation that strips away the mystique surrounding estate management, particularly for my fellow legal eagles. We dissect familiar pitfalls that snag even the sharpest legal min…

1
Ep 10 Decoding the Complexities of Alternative Investments for Legal Experts 26:49

1y ago26:49

26:49

Unlock the secrets to savvy investing with a legal twist on the Lawyer's Money Show! Todd Whatley and yours truly, Ian Weiner, bring our expertise to the table, guiding attorneys through the labyrinth of alternative investments. With a focus on private equity, private credit, and the concrete world of real estate, we dissect the all-too-tempting pi…

1
Ep 9 Crafting a Rewarding Retirement: Strategic Exit Planning for Attorneys 25:32

1y ago25:32

25:32

Embarking on the path to retirement can be as complex as a high-profile legal case, which is why we, Todd Whatley and Ian Weiner, are here to serve as your seasoned guides. We understand that hanging up the robe doesn't mean the same for every lawyer; for some, it's about rewiring instead of retiring. In our latest episode, we unpack the essentials…

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Ep 7 Amplifying Your Law Firm's Success: Strategic Investments and Value-Based Pricing for Growth 20:24

1y ago20:24

20:24

Get ready to unlock the potential of your law practice with the insights Todd Whatley and Ian Weiner, bring to the table. Our personal journeys have taught us the transformative power of reinvesting in your business, and we’re here to share how this approach can amplify your firm's financial health. We'll show you why it’s crucial to view every exp…

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Ep. 6 Financial Freedom for Lawyers by Mastering Delegation and Efficiency 23:06

1y ago23:06

23:06

Ever wondered how a lawyer can juggle the scales of justice and the books of business without dropping the ball on either? That's where the power of delegation shines, and in our latest episode, my co-host Ian Weiner and I, Todd Whatley, share the transformative strategies that can turn any legal practice into a beacon of financial success. With ou…

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Ep. 5 Ensuring Prosperity for Attorneys: Understanding Tax Reforms and Retirement Options 31:48

1y ago31:48

31:48

As tax laws shift and the financial landscape for legal professionals becomes increasingly complex, my co-host Ian Weiner and I tackle the tough questions that keep attorneys up at night. Will the sunsetting of the Tax Cuts and Jobs Act provisions catch you off guard? Could changes to IRA distributions under the Secure Act derail your retirement pl…

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Ep 3. Non-Lawyers Purchasing Practices: How to Increase Your Law Firm's Value and Strategize for a Profitable Exit 27:34

1y ago27:34

27:34

Unlock the secrets to transforming your law firm into a lucrative legacy! Todd Whatley joins us to dissect the seismic shifts that regulatory changes in Arizona and Utah are causing in the legal industry. We're talking about a whole new ball game for attorneys who have traditionally been in it for the long haul, with an eye towards retirement that …

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Ep. 4 Protecting Your Law Firm's Future: The Essential Role of Life Insurance in Financial Planning 21:32

1y ago21:32

21:32

Imagine the consequences of a sudden twist of fate for a law firm owner. It's a scenario Todd Whatley and Ian Weiner, unpack with unflinching honesty: the imperative need for life insurance in your financial armor. Our candid exchange goes beyond the basics, pulling back the curtain on why your legal practice should be treated as a valuable asset, …

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Ep 2. Mastering Financial Strategies for Legal Professionals: Building Firm Finances and Personal Wealth 26:13

1y ago26:13

26:13

Join my co-host Todd Wattley and me, Ian Weiner, as we unravel the financial intricacies often mishandled in the legal profession. If you've ever found yourself scrambling at tax time or wondering if your wealth management strategy is actually working, this episode of the Lawyer's Money Show is your lifeline. Together, we dissect the crucial steps …

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Ep. 1 Who We Are and Why are We Doing This? Welcome 18:27

1y ago18:27

18:27

As attorneys, we often overlook the financial intricacies of our own lives while zealously guarding the interests of our clients. That's where Todd Whatley and Ian Weiner step in on the Lawyer's Money Show, providing an essential roadmap to financial mastery for legal eagles. We blend our wealth of legal and financial acumen to navigate through the…

1
The Conversation that Never Happens. We have it. 29:38

1y ago29:38

29:38

Unlock the full potential of your legacy with the expert guidance of elder law attorney Todd Whatley and certified financial planner Ian Weiner. Together, they unravel the intricacies of wealth management across generations, blending legal know-how with financial expertise to protect your assets and ensure your loved ones thrive long into the futur…

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You have a Trust. Great! Is it exactly what you want (or needed)? 29:34

1y ago29:34

29:34

Discover the secrets to crafting a legacy that withstands the test of time, as we sit down with Todd Whatley, a certified elder law attorney, and Ian Weiner, a certified financial planner, who unveil the intricate layers of trust planning. It's not just about creating a trust; it's about sculpting an estate plan that genuinely matches your personal…

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Navigating Estate Planning: How to Protect Your Wealth with Trusts and Asset Preservation Strategies 30:29

1y ago30:29

30:29

Discover the safeguards for your hard-earned assets with expert guidance from certified elder law attorney Todd Whatley and certified financial planner Ian Weiner. Prepare to fortify your family's future as we unravel the complex world of irrevocable trusts and the strategies you need to protect your wealth from Medicaid claims. We're not just scra…

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Ep 35 Insights on Trustee Selection and Beneficiary Care with Samantha Shepherd 29:15

1y ago29:15

29:15

Send us a text Embark on a journey with me, Todd Whatley, as I sit down with the exceptional Samantha Shepherd, a beacon in the world of elder law and founder of Assured Trust. Our latest Elder Law Coach podcast episode promises to unveil the complexities of trust management through the lens of Samantha's admirable mission to provide fiduciary serv…

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Achieving Financial Clarity and Prosperity in Your Business 33:23

1y ago33:23

33:23

Unlock the secret to sustainable small business success with guidance from a renowned CPA specializing in tax planning and wealth management. Our latest episode is a treasure trove for entrepreneurs aiming to transform their approach to finance, with an emphasis on proactive, strategic thinking that goes beyond the numbers. Dive into the intricacie…

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Navigating Estate Planning: Crafting a Legacy and Protecting Your Wealth 31:36

1y ago31:36

31:36

Unlock the secrets to a lasting legacy with us, Todd Whatley and Ian Weiner, as we explore the crucial steps to effective estate planning. Say goodbye to the dreaded probate process with our guide to seamless wealth transition. Our conversation casts a spotlight on the hidden traps of state default plans that cost your heirs time and money. We arm …

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