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Repair The Roof - Estate & Retirement Planning Podcast

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

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Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC. 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 specifically towards residents of Ohio, this podcast is y ...
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Absolute Trust Talk

Kirsten Howe: Attorney and podcaster

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Absolute Trust Talk is your navigational compass that brings together the business of trusts, estate planning, and aging – your home base to find the knowledge you’re seeking on what lies ahead. With over 27 years of experience, Kirsten has seen her fair share of clients confused and overwhelmed with the complexity of estate planning and the challenges and obstacles that life can throw your way. On a mission to take her vast expertise and experience to a new level, Absolute Trust Talk host K ...
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ACTEC Trust & Estate Talk

The American College of Trust and Estate Counsel | ACTEC

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ACTEC Trust and Estate Talk is a free weekly podcast series. The series offers wealth planning professionals' best practice advice, insights, and commentary on subjects that affect the profession and clients. The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,400 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration.
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the HIP talks

Hugill & Ip Solicitors

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Welcome to The HIP Talks podcasts, a series of discussions about current legal issues hosted by Hugill & Ip Solicitors. We are a young independent law firm but with decades of experience providing bespoke legal advice and exceptional client service to individuals, families, entrepreneurs and businesses, both in Hong Kong and internationally. www.hugillandip.com
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Uncle Marv’s IT Business Podcast is a show designed for IT professionals and Managed Service Providers. The podcast aims to provide actionable advice and tips that help IT businesses grow and thrive in the competitive tech industry. The podcast features guest interviews with seasoned IT professionals, business owners, and industry pioneers who share their experiences, insights, and strategies for success. These discussions often cover topics such as: - Cloud computing and AI advancements - M ...
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Local Gov Life

ICMA

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ICMA is a nonprofit dedicated to advancing professional local government management throughout the world. Local Gov Life is a mix of stories, insights, and advice from local government leaders.
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You've Got This is a podcast dedicated to helping academics and higher education professionals seek self-knowledge, playfully experiment, and live core values with intention. Tune in for insights, examples, and advice on topics such as meaningful productivity, boosting creativity, and much more.
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Amanda Rocha is an estate planning and probate attorney in California. The podcast discusses common questions in these areas as well as key tips. You can expect topics on wills, trusts, conservatorships, probate, asset management, guardianships, financial tips, and more.
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Before You Go...

Stacy Kelly & Keith Morris

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Death is one of life’s certainties. Yet, it’s not easy to contemplate a world that moves on without us. It’s common to feel anxious and have questions. We know because we’ve been helping families, companies, and even top Texas attorneys resolve their disputes with dignity for decades. Welcome to Before You Go…a podcast brought to you by Texas estate, trust, and guardianship attorneys Stacy Kelly and Keith Morris of The Blum Firm. Stacy and Keith are here to provide practical insights, simpli ...
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Life, Loss & Legacy

Jordan Vaka

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PlanningSolo Presents: Life, Loss and Legacy - a podcast series to help you navigate those first few years after the loss of your partner. In this series, independent financial adviser and series host, Jordan Vaka, will unpack all of the questions, jargon and tasks that you're now having to juggle as you walk along this path.
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Self Storage Investing

Scott Meyers, Stories and Strategies

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This is the Self-Storage Investing Podcast, where we share the knowledge and skills from the industry’s leading investors, developers, and operators to help you launch and grow your self-storage investing business. What made them a success? Built their wealth? What was their mindset and mentality as they entered the space and found room for business growth? Led by podcast host Scott Meyers, the original SELF-STORAGE EXPERT, we have a track record spanning two decades having successfully acqu ...
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TheEdge Podcast

ClearEdge Marketing

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TheEdge podcast works to shine a bright light on the stories, wisdom and career guidance of the women executives (and their workforce allies) who are elevating the talent and tech industries. Our “How to Lead and Thrive” format is focused on providing listeners with real-world advice they can use to drive their own careers and companies forward. Our host is talent and tech industry thought leader Leslie Vickrey, who is a passionate advocate for creating equity and positive change in the worl ...
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The Restless Ones

iHeartPodcasts

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An original podcast from T-Mobile for Business and iHeartRadio, Jonathan Strickland connects with the world’s most unconventional thinkers, the leaders at the intersection of technology and business, to understand how they continue to thrive in a world of complex organizations and lightning-fast technology. How do these executives innovate and enable change, both inside and outside their companies, and what are they looking forward to tackling next? Let’s find out…
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Beyond Diversity

Woods Kovalova Group

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Introducing 'Beyond Diversity', a podcast by Woods Kovalova Group, global frontrunners in diversity consulting. We delve deep: from HR's role in sculpting diverse workplaces and the intricacies of inclusive hiring, to the pillars of corporate equity. Explore transformative workshops, master cultural competence, and grasp the myriad advantages of a multicultural workspace. As we challenge prejudices, advocate for gender parity, and confront systemic business biases, our insights light the way ...
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show series
 
A discussion on fiduciary record-keeping, covering best practices, legal implications, and strategies for addressing incomplete or lost trust and estate records. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers pr…
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Send us a text Are you treating your self-storage investment like a business or just a hobby? In this episode, Scott looks at the crucial mistakes new investors make, particularly the costly error of not treating their self-storage ventures as serious businesses. He outlines the fundamental steps necessary to ensure long-term success, including the…
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Uncle Marv delves into the complexities of transitioning clients between MSPs, emphasizing the need for professionalism and clear communication. He recounts a recent experience where he was offboarding a client to a larger MSP, highlighting the challenges and misunderstandings that arose during the process. Marv stresses the importance of respectin…
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Uncle Marv kicks off the episode by discussing a recent Canalys report highlighting the growth in cybersecurity services and the increasing trend of customers suing their cybersecurity providers. Brad Gross, a seasoned attorney specializing in IT law, offers his expert insights on this developing legal landscape. The discussion covers several notab…
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Mentioned in this episode: All It Takes is a Goal by Jon Acuff a previous episode on completing a run/walk plan the PDF download of the run/walk plan Learn more about my products and services: my 1:1 coaching practice my coach training program Prolific, my online community devoted to meaningful productivity the Blend by Design online course the SoT…
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Estate planners share legal considerations, strategies and advice for donors and charities to address restricted charitable gifts, UPMIFA, and UTC states. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professio…
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Did you know that Ohio residents have the opportunity to leverage some of Florida's unique tax advantages? Listen in as tax attorney Craig Hersch from the Sheppard Law Firm does a deep dive into the Florida Community Property Trust statute. Along with our host Ted Gudorf, he and Craig share how owning trusts in Ohio (and other common law states) ca…
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Have you ever faced the frustrating challenge of accessing a loved one’s bank account after their passing? You're not alone. In this episode of Absolute Trust Talk, Kirsten Howe and associate attorney Jessica Colbert break down the complexities of this process into simple, actionable steps. They explain the different types of account ownership—whet…
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Send us a text Ready to fast-track your self-storage success? In this episode, Scott launches a 30-day Letter of Intent (LOI) challenge with his Self Storage Mastery students, aiming to have each participant secure a property within a month. He dives into the essential strategies for finding and evaluating deals, mastering time management, and avoi…
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Marnie Stockman shares her recent experiences, including a leadership training program for military personnel from partner countries. The discussion then moves to recap their previous interview, focusing on core values, leadership philosophy, and customer success. Marnie emphasizes the importance of personal leadership and how it applies to everyon…
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Navigating estate planning as a surviving spouse can be complex, especially when dealing with the intricacies of an A-B trust. In this episode of “Trustee and Executor Responsibilities: Best Practices and Pitfalls,” Kirsten Howe and associate attorney Jessica Colbert focus on the A-B Trust—an estate planning tool that was once commonly used to mini…
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Learn more about my products and services: my 1:1 coaching practice my coach training program Prolific, my online community devoted to meaningful productivity the Blend by Design online course the SoTL by Design online course Please offer your feedback about the show or ideas for future episodes and topics by emailing me. You can also come find me …
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“Remember to overestimate your expenses and build in a margin for unexpected costs and consider the impact of taxes in retirement.” Without the right strategy, planning for retirement can be overwhelming. In this episode, you'll take the first step towards creating a personalized retirement plan simply by taking stock of five essential numbers. “Fi…
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Dustin Puryear, a former MSP owner, explains how Giant Rocketship was born out of the need to solve SLA problems and reduce "dead time" on tickets. Unlike traditional ticket management systems that rely on dashboards and human intervention, Giant Rocketship uses AI to automatically assign, schedule, and manage tickets, allowing service managers to …
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Send us a text Are you overlooking crucial details that could make or break your self-storage investment? In this episode, Scott scrutinizes the common mistakes self-storage investors make, especially when it comes to physical site inspections. He shares tips on avoiding costly pitfalls, from HVAC and roofing issues to drainage and security systems…
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Ongoing changes to Australia’s tax and regulatory framework have had an enormous impact on virtually all business structures. Arguably the key risk however for customers and advisers alike is failing to manage the fundamental asset protection risks in business structuring. This session will use liberal story sharing to provide: a comprehensive over…
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Ever wondered how to strategically manage the tax implications of Roth conversions without falling into the trap of unexpected penalties? Join me, Danny Gudorf, as I uncover the essential tactics for optimizing Roth IRA growth and tax benefits in our latest episode. You'll learn how to transition funds from traditional IRAs or 401ks into Roth IRAs …
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We dive deep into the world of IT management with Marnie Stockman, an experienced IT professional. Marnie shares invaluable insights on overcoming challenges in the IT industry, emphasizing the importance of communication, leadership, and adaptability in today's rapidly evolving technological landscape. Marnie Stockman discusses her journey in IT, …
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Rob Scott, a legal expert in the IT services industry, shares his insights on the use of AI in contract generation. While acknowledging AI's transformative potential, Scott emphasizes that it should be viewed as a tool to enhance legal services rather than a replacement for lawyers. He highlights the significant gaps between AI-generated contracts …
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Marnie Stockman's journey from high school math teacher to CEO of Lifecycle Insights is a testament to her adaptability and problem-solving skills. She explains how her experience in education led her to customer success in the ed-tech world, eventually culminating in the creation of Lifecycle Insights, a company focused on improving quarterly busi…
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Mentioned in this episode: the 5-year journal that I use my current journaling notebook Learn more about my products and services: my 1:1 coaching practice my coach training program Prolific, my online community devoted to meaningful productivity the Blend by Design online course the SoTL by Design online course Please offer your feedback about the…
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Taking on the role of a trustee or executor can be daunting—and for good reason! With so many responsibilities and legal requirements, checking all the necessary boxes can feel overwhelming. In this episode of Absolute Trust Talk, we continue our discussion on trustee and executor duties, focusing on the critical importance of notices. For instance…
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An overview for fiduciaries when distributing property to a beneficiary, in cash or in-kind, and the tax considerations, consequences and planning strategies. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers profe…
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Steve Copeland introduces Rythmz as a carrier-agnostic solution that combines up to seven SIM cards to create a bonded aggregate network. This approach offers both increased bandwidth and redundancy, making it suitable for various applications including disaster recovery, business continuity, and event support. The technology acts as an SD-WAN for …
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Send us a text In this episode, Scott chats with Tyler Sellers about his innovative software, Cactus AI, that revolutionizes the way self-storage investors handle underwriting. From mom-and-pop operations to billion-dollar institutions, Sellers reveals how this tool leverages AI to streamline the underwriting process, saving time and ensuring preci…
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Danny Jenkins provides insights into ThreatLocker's zero-trust framework and how it helps businesses implement the principle of least privilege. He explains the company's unified bundle, which combines allow listing, network controls, threat detection, and managed response services. Jenkins emphasizes the importance of shifting the security paradig…
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When asked to be a family member’s trustee or executor, it’s easy to immediately say yes out of love and a sense of duty. It’s just some paperwork, right? How hard could it be? At Absolute Trust Counsel, we’ve seen the struggles trustees and executors face, particularly when they are family members. The role involves a heavy workload, significant r…
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Uncle Marv introduces TechCon Unplugged, an annual conference for IT business owners and managed service providers, scheduled for September 12-14 in Hanover, Maryland. The conference, now in its fifth year, originated from a desire to create a more inclusive and supportive environment for smaller IT professionals. ** Need a discount code for Techco…
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"Whether you're 45 and have 40 years of retirement to live through, or you're 65 and have roughly 20 years of a retirement time horizon, deciding on how you can take money out of your portfolio is going to really impact how much it can generate in monthly or annual income." What if you could boost your retirement cash flow without taking on another…
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In this episode of the IT Business Podcast, host Uncle Marv sits down with Damien Stevens, founder and CEO of Servosity, to discuss the challenges and opportunities in the managed service provider (MSP) industry. Damien shares insights from his MSP Mindset podcast, which features interviews with successful entrepreneurs, authors, and coaches. The c…
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Mentioned in this episode: my PM by Design suite of trainings Learn more about my products and services: my 1:1 coaching practice my coach training program Prolific, my online community devoted to meaningful productivity the Blend by Design online course the SoTL by Design online course Please offer your feedback about the show or ideas for future …
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A discussion by estate planning litigators of what trustees need to know when problems arise with the exercise of powers of appointment, important tool in the estate planning attorney's toolbox box. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and ar…
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Nick Scozzaro discusses the inception and evolution of ShadowHQ, a platform initially built to address cyber threats but now also used for other scenarios like natural disasters. Drawing from his background in secure communications at BlackBerry, Nick emphasizes the need for a digitized approach to incident response. ShadowHQ offers a comprehensive…
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Uncle Marv kicks off the episode by introducing Anup Ghosh and ThreatMate, a company focused on improving cybersecurity for IT networks. Anup shares insights into the company's approach to attack surface management, emphasizing the importance of viewing security through an adversarial lens. Unlike traditional vulnerability management tools, ThreatM…
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Send us a text Ever wondered what could derail your self-storage investment before you even start? Scott shares his personal blunders and lessons from over 20 years in the self-storage business, providing vital advice on how to avoid costly errors. He highlights the critical importance of location, market analysis, and thorough planning. WHAT TO LI…
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Uncle Marv and Shanna Utgard kick off the episode with a lively exchange, reminiscing about Shanna's journey from nearly falling victim to a ransom attack to becoming a respected figure in cybersecurity. The discussion quickly shifts to a pressing news story involving a dispute between Microsoft, CrowdStrike, and Delta Airlines. Delta has accused t…
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Mentioned in this episode: my annual list of 24 goals for 2024 the PM by Design website my neurodiversity reading list Learn more about my products and services: my 1:1 coaching practice my coach training program Prolific, my online community devoted to meaningful productivity the Blend by Design online course the SoTL by Design online course Pleas…
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Can you avoid probate without a trust? The short answer is yes, but the alternatives can have risks and offer limited control over your assets. In this episode of Absolute Trust Talk, Kiersten Howe and associate attorney Jessica Colbert explore various probate-avoidance strategies, including beneficiary designations, transfer-on-death accounts, and…
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Details for tax planners regarding the requirements for an estate to qualify for an income tax charitable deduction under IRS Code Section 642(c). The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals bes…
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Marvin and Chris kick off the discussion by exploring the core functionalities of the MSP Process platform. Chris explains how the platform helps MSPs verify the identity of end-users and technicians, thereby preventing unauthorized access and AI voice phishing attacks. The platform's unique technician verification feature is particularly emphasize…
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Send us a text Ready to break free from Wall Street's grip and build real wealth? In this episode, Scott welcomes Russ Morgan, co-founder of Wealth Without Wall Street, to discuss the power of passive income and alternative investments in achieving financial freedom. Russ and his partner Joey Mure have created a groundbreaking book that offers a th…
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In this engaging episode, Uncle Marv and MacKenzie Brown explore the critical role of threat intelligence in modern cybersecurity. MacKenzie explains the dual nature of her role at Blackpoint Cyber, balancing threat research with enabling their SOC team to respond effectively to cyber threats. She emphasizes the importance of understanding both aca…
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Rob Rae, known as the "godfather of the channel," shares insights from his extensive experience in the MSP industry. He discusses the significance of building relationships and fostering community within the IT sector, emphasizing how these factors contribute to long-term business success. Rae reflects on his early experiences with ASCII events and…
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