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Estate Planning Strategies

Christopher Small

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Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
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Have We Got Planning News for You is a light-hearted review of the last two weeks developments by five barristers from across the Planning Bar: Paul Tucker KC, Mary Cook, Sasha White KC, Charles Banner KC and Christopher Young KC. We invite a special guest from the most influential ranks of the Planning World, and we host a special topic each week from Garden Cities to Planning Reform. The views expressed by our guests are their own and do not necessarily represent the views of the panellists.
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Strategic Planning Podcast

Mike Flanders

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Financial and retirement planning guidance from Mike Flanders of the Strategic Planning Corporation in Colfax, NC. We'll strive to make sure you have a clear view of all the issues that impact your decisions so that you're prepared for your financial future.
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Planning XChange

Jess Noonan & Peter Jewell

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Planning Xchange is an interview series of built environment professionals doing interesting work beyond the ordinary. Guests include town planners, architects, urban designers, landscape architects, academics, historians, CEO's (and much much more!). Featuring podcast hosts Jess Noonan and Peter Jewell.
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Planning Reimagined

Robin Glen

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Welcome to Planning Reimagined, a podcast by Robin Glen that gives you an exclusive peek into the wealth-building strategies of high-net-worth individuals. In every episode, we discuss the intricate world of securing wealth and creating a lasting legacy, exploring actionable strategies and insightful discussions to empower you on your journey.
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Every week, Don Fox of Fox Group Private Wealth Management shares his Financial Planning advice with you. With over 35 years of experience, Don has advised clients on the A-Z’s of Financial Planning. It’s that experience that brings a down to earth approach to help you navigate today’s financial stressors. To quote Don, “It all starts with a comprehensive financial plan” and every week Don and his team share real life financial stories and solutions.
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Complete Estate Planning

Nick Rosenbauer

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Do you know what will happen to your loved ones when something happens to you? If you don’t know the answer, or don’t like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.
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Global Travel Planning

Tracy Collins

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Embark on a journey with us around the world. The global travel planning podcast is filled with travel inspiration, itinerary ideas, real life adventures, practical tips and insights to fuel your wanderlust and help you make your travel dreams a reality.
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Hosted by Jeffrey Bellomo, Esq., CELA, LLM, and over 20 years of experience practicing in estate planning. We’ll discuss all things Estate Planning and Law. Our mission is to help educate so that what happened to the Bellomo family doesn’t happen to you. We hope to answer your most burning questions and support you with a solution to estate planning that works for you and your loved ones.
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Booked on Planning

Booked on Planning

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Booked on Planning is a podcast that goes deep into the planning books that have helped shape the world of community and regional planning. We dive into the books and interview the authors to glean the most out of the literature important for preparing for AICP certification and just expanding your knowledge base. ​We are all busy with our day to day lives which is why we condense the most important material into short 30 minute episodes for your commute, workout, or while you are cleaning u ...
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College Planning Simplified

Arielle Villanueva

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College planning is stressful! We bring you the latest news on choosing a good fit college, presenting yourself effectively in college applications, writing effective college essays, building a successful high school resume, and navigating the college admission process successfully.
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Informed Decisions Independent Financial Planning & Money Podcast

Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)

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Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
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Orlando Holiday Planning

Orlando Insider Travel Agents

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Planning a holiday to Orlando? Everything you need to know for your holiday to Walt Disney World, Universal Orlando, Legoland Florida, plus cruises from Port Canaveral & Miami and more! Listen to unbiased and independent reviews of hotels, theme parks, restaurants, cruise ships and airlines, along with all the best tips and hacks for your holiday to Orlando. And why do all the hard work of planning your Walt Disney World holiday when you can let your own Orlando Guru do it all for you. Leave ...
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If you are feeling overwhelmed by planning your wedding and wondering how to plan a wedding, this podcast was created for you. Expert wedding planner, florist, venue owner, Non-profit CEO, digital wedding planning product creator, author, and speaker, Sarah Lizabeth is sharing her process for planning a wedding with you weekly. And now, Sarah will be your new best friend because just like a trusted friend, she won't sugarcoat anything about wedding planning. Listen to her successes and failu ...
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The Big Wedding Planning Podcast

Michelle Martinez

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Gain expert knowledge, share hearty laughs, and discover the best tips to maximize your budget and wedding planning experience. I’m Michelle, your host and a fun-loving wedding planner with over 20 years of experience. I share invaluable insights and industry secrets to empower you on your path to 'I Do.' 🎉 We celebrate inclusivity here, making this podcast a perfect companion for EVERYONE planning their wedding. 👰🤵 🌎 🤝 🏳️‍🌈👭👬
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Planning Unplugged

Womble Bond Dickinson (UK) LLP

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Plan ahead with Planning Unplugged, the podcast series from Womble Bond Dickinson. In each episode, join members of the firm's UK planning team as they discuss changes in the sector - from biodiversity net gain to application fees - and what it means for you.
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Legacy Planning, Once Removed

McGuireWoods

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McGuireWoods is thrilled to announce the launch of a new podcast hosted by Steve Murphy, chair of the firm’s private wealth services practice group. “Legacy Planning, Once Removed” explores estate planning and provides steps for the management of wealth throughout life and upon death. Steve showcases meaningful ways to pass wealth on to others and accomplish donors’ financial short- and long-term goals. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficia ...
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Steadfast Care Planning

Kelly Augspurger

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Steadfast Care Planning is for people who want to learn how to best plan for their longevity including how to navigate extended care, long-term care insurance options, and other challenges that older adults face. Join Kelly Augspurger, Certified Senior Advisor (CSA)® and long-term care insurance specialist as she has thought-provoking conversations with industry professionals. Tune in as Kelly guides you on how to plan for care to live well.
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Congratulations on your engagement! The Pre Nup is a wedding planning podcast to help you plan for your big day! Each week, we are joined by the top wedding professionals, celebrity brides, and more to discuss wedding inspiration, wedding planning mistakes, wedding tips, wedding advice, and wedding trends! Subscribe now or forever hold your peace!
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Financial Life Planning for Busy Parents

Mike Morton, CFP®, RLP®, ChFC®

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Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, ins ...
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Welcome to conversations about Advance Care Planning. This is the podcast where we talk about Advance Care Planning, what it is, how to do it and why it matters. Conversations about Advance Care Planning has grown from my passion to support professional understanding and promote public awareness about planning ahead. If you are a team looking to provide better end of life care, or set up a one off or complete education programme in end of life care head to https://www.speakformelpa.co.uk whe ...
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Your Retirement Planning Simplified

Joseph Curry, CFP Professional

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Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. T ...
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Everything Estate Planning

Valerie Zammitti

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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. Valerie’s natural care-giver ten ...
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***Voted "Most Informative Podcast" in the Disney Podcast Awards*** A Disney World planning show covering topics that include touring plans, packing tips, travel with kids, Disney Dining Plan, which rides to ride, Disney resorts, magical touches to add to your trip + lots more. Visit WDWPrepSchool.com for even more tips.
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Planning Phase Syndicate

Planning Phase Syndicate LLC

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Planning phase syndicate is a collective of X-Wing miniatures game players, sharing their experiences with the game. They will strive to bring you a variety of content from training and how to videos all the way to streamed games and hot meta-takes. The show’s focus Will be both to teaching new players as well as helping to hone those veterans skills. With fun, educational, and creative content, they will endeavor to add value to the listeners X-Wing experience. With some in-depth discussion ...
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Planning for Inheritance

Katherine Fox, CFP®, CAP®

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Get the information you need to manage an inheritance or plan for one decades in the future. Katherine Fox, CFP®, inheritor and founder of Sunnybranch Wealth, interviews experts who work with inheritors and understand how to navigate the confusing landscape after someone dies. Death touches every aspect of our lives, and this podcast does too.
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Wedding Planning Podcast

Kara Lamerato

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Get ready to experience the ALL NEW WAY to thrive throughout your engagement by embracing who you are, prioritizing what you value, and ultimately designing an unforgettable wedding celebration of your dreams! Welcome to the WEDDING PLANNING PODCAST, where we say “NO” to the $72 billion dollar wedding industry, and we say “YES” to a more joyful engagement season where your mindset, values & wedding strategy are all in perfect alignment with YOU. Ready to get started?
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Repair The Roof - Estate & Retirement Planning Podcast

Ted Gudorf, Danny Gudorf, Gudorf Law 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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Harness the Power of Planning

https://bywdreams.mailerpage.com/

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We are two mom-entrepreneur-educator friends on a mission to empower moms and caregivers to avoid burnout by prioritizing themselves and their goals through actionable, accessible, science-backed content. We know how challenging it can be to focus on oneself when women are often expected to be the "shock absorbers" for any family crisis, and we want to help you live in a proactive-by-design way rather than a reactive-by-default one by harnessing the power of planning. Feeling burnt out? Get ...
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Step into the world of fright and excitement as you prepare to delve into the chilling experience of Halloween Horror Nights at Universal Studios Florida in 2024. From haunted houses that will send shivers down your spine to scare zones that will make your heart race, this event promises to be an unforgettable adventure. Let's explore what awaits y…
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Trust on a trust on trust is usually not a good idea. At CMS Law Firm we do estate planning and probate, and we do it well. If you need help, we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Getting started is easy. Just click the link and set up a time for your free strategy session - https:…
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Private Mortgage Insurance Myths Reputation can be a challenging thing. I have found, through many conversations with clients over the years, that Private Mortgage Insurance (PMI) has a questionable reputation with home buyers in general and investors in particular. However, much of its reputation is based on half-truths, bad information, lies, and…
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#197 | 𝗖𝗮𝗻 𝗜 𝗝𝘂𝘀𝘁 𝗦𝘄𝗶𝘁𝗰𝗵 𝘁𝗵𝗲 𝗧𝗿𝘂𝘀𝘁𝗲𝗲 𝗠𝘆𝘀𝗲𝗹𝗳? Do you have to go back to the attorney just to switch a trustee or executor from one kid to another? Is it okay to just scratch out and write in? How complicated is it? -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it w…
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Summer is almost here, and even though travel and day camps have (probably) been chosen, there are still other plans to make. For instance: how to get your home (inside and out) ready for summer, planning a camping trip (maybe for the first time!), and how to make the end of summer memorable while also getting your kiddo ready for the school year. …
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Our Special Guest this week is Simon Berkeley BA MA MRTPI, Head of Local Plans, at the Planning Inspectorate. Latest News Update on planning related matters. Decision of the Secretary of State for Transport dated 16th May 2024 granting a modified DCO following an application made by National Highways for the Proposed M3 Junction 9 under section 37 …
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One of our favorite ways to bring you estate planning education on the show is by answering your questions! In today's episode, Rich asks about the annual limits for tax-free gifting, gifting to trusts with protections, and common mistakes regarding estate and lifetime GST tax returns. Elaine asks for advice on leaving a portion of her IRA to her n…
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This week we look at crucial considerations surrounding beneficiaries. From dissecting the implications of naming beneficiaries on assets like RRSPs, pension plans, and non-registered accounts to shedding light on the strategic use of life insurance, this insightful discussion offers invaluable insights for listeners navigating their estate plannin…
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Being an estate executor involves many responsibilities with various people and organizations. In this week's episode, we'll discuss some common mistakes executors make and how to avoid them. We're pleased to have Estate Attorney, Philip Corson, joining us once again for today's show. Show Links & Info: SPC Investing: http://spcinvesting.com/ Sched…
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Thank you for your support through 100 episodes!!! 🥳 To celebrate the milestone of the 100th episode, Andy shares his 100 best bits of retirement planning wisdom, broken up into 10 topics of 10 pieces of wisdom each. The 10 topics are: 1) Investments, 2) Social Security, 3) Medicare, 4) Taxes, 5) Estate & Legacy Planning, 6) Annuities & Life Insura…
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Today we're going to a different world, and we hope you'll enjoy our quick trip to Santa Claus, Indiana. That's right foolish mortals, today's show revolves around Holiday World and Splashin' Safari. It's a "hidden gem" that features amazing roller coasters, a phenomenal waterpark, and much more. We hope you find it entertaining!…
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We’re constantly bombarded with information about how to improve our financial well-being—there seems to be no shortage of ways to get ahead financially. While many sound great in theory, do they really measure up when put into practice? On this episode of the Dentist Money Show, Matt and Victoria talk about 10 popular financial strategies that the…
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Dr. Hehmeyer of Well Empowered is giving us all the wellness tips to be glowing, blushing brides, and optimize, not only our beauty, but overall health so we can look and feel our most confident on our wedding day and well beyond!----more----Mention The Pre Nup for 10% your service with Dr. H!----more----Connect with Well Empowered ----more---- The…
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Neighbours Wookey and Rob Leedham explain why they were motivated to retrofit their homes, how they built up knowledge and why engaging with others on a similar path has been extremely useful. Check out the show notes for more information.Ben Adam-Smith
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Have questions about prenuptial agreements? Do you know what prenuptial agreements are? How do you start that crucial conversation with your partner? This podcast is for engaged couples stressed out with wedding planning and family expectations but want a fun wedding day. Our discussion delves into the importance of prenuptial agreements, explainin…
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There are countless unique ways to celebrate your wedding / bridal shower (that don't involve sitting around and playing awkward games with your female friends & relatives!). In this week's episode of the Wedding Planning Podcast, we're giving the "traditional" wedding shower some much-needed updates. Listen in for creative + modern twists that you…
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“Creating a three-bucket retirement plan is essential for a successful retirement that enables you to avoid being unnecessarily conservative.” Could your well-intentioned, conservative investment strategy for retirement actually be setting you up for financial instability? In this episode of The Limitless Retirement, our host Danny Gudorf flips the…
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Elizabeth flew from the East coast to the West coast for a whirlwind three-day solo trip to Disneyland. She shares how her first visit to Walt Disney’s original park went. Post trip begins: 19 minutes Links: Diamond Driver Guy Disneyland transfers Small World Vacations Disneyland Request 6 Step Disney World Planning Process Leave me a message (incl…
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A strategic workforce planner who needs no introduction to our global community but one we're so thankful to have input and insight from, I was so very thankful to catch up with Ross Sparkman from Walmart to chat all things, AI, the future of SWP and the evolution of the profession. This is a super insightful and incredibly important discussion for…
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In this week's podcast I tackle a topic that's been heavily addressed already, inflation - but in the context of what it means for your pension assets. You may have noticed the Consumer Price Index (CPI) suggesting that inflation rates are easing off from recent highs. However, if we cast our minds back to the mid-1960s to the early 1980s, history …
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This week we get together to talk about the nothing that AMG has given us about the game. We review our schedule and talk about what our upcoming episodes will look like moving forward. We love this game and hope AMG hears our voices long enough to give us some more content.Planning Phase Syndicate LLC
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In this episode, Celeste is joined by Courtney Joyner Gage and Michael Mazzone to dive even deeper into the world of family wealth management, estate planning, and business succession. They explore the critical importance of communication and thoughtful planning in ensuring that family legacies are preserved and enhanced through generations. They d…
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Join Matt Robison and me as we delve into the intricate world of inherited IRAs. In the first quarter of 2023, Americans held over $12 trillion in IRAs, and if you've inherited some of that wealth, there's a lot you need to know. We'll clarify who qualifies as an Eligible Designated Beneficiary (EDB), the impact of the Secure Act 1.0's 10-year rule…
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In this episode it is my pleasure to talk with Evie King, author of the incredible book Ashes to Admin. I learn from Evie what it means to have a Section 46 council funeral and, most importantly, that nobody is nobody. Evie describes the care and detail that goes into a council funeral dispelling myths about what it means to die alone and sharing w…
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Welcome to The Wedding Planning Process Podcast, your go-to podcast for everything you need to know about planning your perfect wedding. In this episode, your host Sarah Lizabeth dives into one of the most crucial aspects of wedding planning: choosing the right vendors. Join Sarah as she shares her expert advice on how to find and select the best v…
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In this first episode in a new series, Emily Pasi, director of public affairs at the American Planning Association chats with Clarence Anthony, CEO of the National League of Cities (NLC). Clarence and NLC are partners alongside APA on the Housing Supply Accelerator. The Housing Supply Accelerator is a national campaign to improve local capacity, id…
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Is your spouse entitled to a certain share of your estate? In this episode Tammi Caress discusses Oregon’s Elective share, the amount a spouse is entitled to receive, and how planning ahead can save time and expense for your loved ones. Connect with Tammi Caress https://caresslaw.estate/ https://www.linkedin.com/in/caresslaw/…
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Carolyn (Carrie) Pugh brings a breadth of knowledge and a team-oriented attitude to Bellomo & Associates. In addition to her work in elder law and estate planning, she has extensive experience in family law, youth advocacy, and Social Security disability, among other disciplines. She loves people and helping others, but animals figure prominently i…
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In episode 19 of the Global Travel Planning Podcast, host Tracy Collins is joined by guest Mandy, a seasoned traveller and blogger, as they dive into a lively conversation about Mandy's incredible global adventures. From swimming in the Devil's Pool at Victoria Falls to encountering sharks on a cage dive in Cape Town, Mandy shares her exhilarating …
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May is Bike Month and it timed perfect to interview Dan Piatkowski on his book coming out this month titled "Bicycle City: Riding the Bike Boom to a Brighter Future." Our conversation sheds light on the power of e-bikes as vehicles for sustainable urban transport. We tackle the questions around electric vehicles and their true impact on city design…
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On this podcast, we talk about the importance of flexibility in irrevocable trusts and estate planning. Once a trust is irrevocable, we can explore methods to modify that trust to address changed circumstances. But in the planning process, we can look ahead and build flexibility into the documents so that even after the testator’s passing, the plan…
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🚀 Welcome back to the Steadfast Care Planning podcast, the show that helps you plan for care to live well. In this compelling episode, we’re joined by Lily Vittayarukskul, founder and CEO of Waterlily Planning and an ex-NASA data scientist. Lily shares her pioneering approach to utilizing AI and massive data insights to personalize extended care pl…
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Enhance your wedding planning experience and strengthen your personal connections. In this episode, we explore the intricate dynamics of relationships during wedding planning with friendship coach and educator, Danielle Bayard Jackson. This conversation sheds light on the emotional complexities that come with preparing for a wedding. Danielle delve…
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Welcome aboard! This week sail on the Celebrity Silhouette with Lauren of Touring and Cruises. Word of the Day - CLIA News - No news because we recorded early Check out Back To the Mouse .com Find us on Social Media More of Lauren More of Michelle More of Doug The Original Rope Drop Radio
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Everything you need to know about impact and ESG investing. Connect with Katherine and Sunnybranch Wealth: Understanding impact and ESG investing: www.sunnybranchwealth.com/blog/the-truth-about-impact-investing www.sunnybranchwealth.com/blog/5-myths-of-esg-investing Instagram: www.instagram.com/sunnybranchwealth Website: www.sunnybranchwealth.com B…
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Leadership in FP&A: All three CFOs emphasize the role of finance in leading and driving business performance through strategic foresight, detailed operational insights, and proactive engagement. Technology and Innovation: There is a strong inclination towards integrating new technologies like AI to enhance the capabilities of finance teams and impr…
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In PX116 our guest is Stephen Rowley. Stephen is the author of two books, ‘Movie Towns and Sitcom Suburbs: Building Hollywood’s Ideal Communities’ and ‘The Victorian Planning System: Practice, Problems and Prospects’. In February 2022 he was made of a Fellow of the Planning Institute of Australia, the citation included: ‘Over the first 20 years of …
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Send us a Text Message. In this episode, Arielle and Ann discuss college affordability. They debunk common misconceptions about paying for college and share the importance of understanding college costs. They also highlight the use of net price calculators, the importance of student ownership in the college admissions process, and various methods f…
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