We believe when your clients know, like, and trust you, something magical happens. You become the authority in your niche; you attract like-minded people, your business thrives, and most importantly, you feel great because you've helped people and built valuable relationships along the way. In this podcast, we share our experiences, tools, and tips, and those of our expert guests on how to live, work and thrive with a Know, Like, Trust mentality.
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Conversations brought to you by the Trusts and Estates Section of the California Lawyers Association..
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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 Wilmington Trust GEMs podcast series to help you plan for lifeโs major events.
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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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The road to success for real estate agents is well-marked. The road to significance is not. Here, we help you to Think Bigger than just your business. We inspire you to seek success AND significance, income AND impact. We do that by interviewing the biggest thinkers and highest achievers in the real estate industry, extracting the secrets to having it all.
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Informative information on all the steps of buying and selling real estate, as provided by a 40 year industry leader in the real estate business, as a full time Realtor. Experience and expertise you can trust
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A podcast about the legal, taxation and lending aspects of structuring - how you own assets, how those assets are funded and the transactions associated with this. Your host, Terry Waugh, aka Terryw, is a solicitor, Chartered Tax Adviser, mortgage broker and former financial planner. Terry runs a law firm and a mortgage broking company. www.structuring.com.au
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The Financial Freedom with Real Estate Investing podcast is about helping you achieve financial independence and control your time through apartment building investing. Michael Blank and Garrett Lynch interview experts in real estate, business, and investing. From learning how to invest in multifamily real estate to navigating entrepreneurship, you will learn the keys to success in your journey towards financial freedom. Previous guests include Grant Cardone, Robert Kiyosaki, Ken McElroy, Ro ...
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The Norris Group Real Estate Radio Show is hosted by author, California real estate trainer, investor, and hard money lender, Bruce Norris. Our show focuses on California real estate trends and the current market correction, how to survive, and how to profit as an investor, builder, Realtor, and mortgage professional. We're equipping California real estate professionals for tomorrow's challenges. Bruce Norris interviews the real estate leaders, both local and national, that change and influe ...
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Absolute Trust Talk is your navigational compass that brings together the business of trusts, estate planning, and aging โ your home base to find the knowledge youโre 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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Get Sellers Calling You: Best real estate agent podcast for geographic farming, real estate lead generation, real estate marketing ideas, prime seller leads, how to generate real estate leads, real estate ...
Real Estate lead generation and marketing - Beatty Carmichael
Earn higher commissions by learning from top producing real estate agents! We are training resource focused towards Christian real estate agents who want to grow their business and grow their faith. Listen as we interview the top agents dominating geographic farms and driving tons of business from personal contacts. Learn Best Practices in marketing for new listings in online and offline marketing, how to double referrals, and more. And get great Bible teaching at the same time, too!
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The Main Street Business Podcast hosted by Mark J. Kohler with co-host Mat Sorensen discuss complex tax and legal topics like LLCs, corporations, estate planning, raising capital, and retirement planning in an engaging and charismatic way, making it easy for anyone to understand. Mark J. Kohler has done over +10,000 consultations with clients, is a Senior Partner at KKOS Lawyers and CFO/Board Member of Directed IRA Trust Company with $2B+ in managed assets. Heโs a best-selling author of six ...
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A show dedicated to educating and informing self-directed IRA and 401(k) investors on strategies, investments, legal structures, tax rules, and pitfalls. Hosted by tax lawyers Mat Sorensen and Mark Kohler who are also co-founders of Directed IRA & Directed Trust Company (https://directedira.com) where they have provided self-directed accounts for thousands of customers. They cover and discuss Roth IRAs, solo(k)s, prohibited transactions, real estate, start-ups, notes, PPMs, PE/VC Funds, UBIT ...
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Join Jim Studebaker, Todd Robertson, and Lisa Gray as they discuss real estate marketing strategies to get real estate agents out of the office RIGHT NOW and take NEW real estate listings, today!
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Repair The Roof - Estate & Retirement Planning Podcast
Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group
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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Welcome to "The Lost Estate: Building Legacies Through Financial Literacy," a groundbreaking podcast series dedicated to empowering African American and Hispanic communities with the knowledge and tools necessary for effective estate planning and generational wealth creation. Hosted by Jermaine E. Whiteside, author, and visionary behind The Lost Estate Educational Series, this podcast deepens into the often-overlooked aspects of financial planning, offering actionable insights and expert adv ...
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In โReal Angleโ, our host, Joshua Kahr, interviews owners, managers, and thought leaders in commercial real estate investment and development. We seek out the unusual and innovative investment strategies that separate them from the rest of the pack.
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealty
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All My Children Wear Fur Coats with attorney, animal advocate and pet mom Peggy Hoyt is a weekly "pawcast" for pet lovers and their furry kids. Favorite topics include animal rescue and welfare, pet loss and grief, estate planning for pets, pet health and wellness, unique pet products, protecting pets in disasters, and animal communication, just to name a few. With more than 200 guests since its creation, All My Children Wear Fur Coats has something for every pet pet parent and animal lover. ...
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Leveraging Treppโs market expertise and proprietary data sets, The TreppWire Podcast enables listeners to stay up-to-date on all things commercial real estate, structured finance and banking. Featuring Trepp subject matter experts and guests from across the industry, the weekly podcast explores how recent events have impacted both the markets and the daily lives of market participants. Questions or comments? Please contact us at podcast@trepp.com.
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SmartStay Show - Short Term Rental Counsel + Coaching | Airbnb Hosting Tips
Airbnb Superhost Jason Muth + Rory Gill
Welcome to the SmartStay Show, your go-to podcast for mastering short-term rentals on Airbnb, Vrbo, and beyond. For more Airbnb tips, visit smartstayshow.com and smartstaycoaching.com. Hosted by 29-time Airbnb Superhost Jason Muth and Real Estate Attorney Rory Gill, we equip you with the tools to launch, manage, and optimize your vacation rental like a pro. Unlike other shows, we specifically cater to owners of small-but-mighty portfolios who self-manage their properties. Each episode delive ...
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Our hosts Marcus and Dan talk to people from all walks of life, all over the world about their relationship with Real Estate. Our podcast covers all things related to real estate. Investing, buying, selling, home improvement, DIY or decor! Have an idea for a show, have an idea for a guest, or would you like to be featured as a guest? Email us: podcast@mvprentalsllc.net and we can get it set up!!! Video of these episodes can be found on YouTube: https://www.youtube.com/channel/UCykYGZ2Q8MfnLl ...
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Hosted by Jeffrey Bellomo, Esq., CELA, LLM, and over 20 years of experience practicing in estate planning. Weโll discuss all things Estate Planning and Law. Our mission is to help educate so that what happened to the Bellomo family doesnโt 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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Helping you make your money last as long as you do.
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This podcast is about the incredible individuals shaping and transforming the real estate industry. From estate agents to business owners, trainers, writers, and influencers, we're casting a wide net to bring you diverse and inspiring perspectives. With two decades of industry experience under our belts, we're not here to talk about our business but to uncover the 'why' behind the success stories, the strategies, skills, and invaluable insights from the industry's top performers. Together, w ...
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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. Valerieโs natural care-giver ten ...
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About two-thirds of Americans do not have an estate plan. That means when they die, the government decides the fate of their family and their fortune. Join Board Certified Estate Planning, Trust and Probate Law Specialist Attorney Bob Bergman for โPlan Your Estate Radio,โ and discover what you should do to protect your rights. Bobโs 35 plus years of estate planning experience coupled with his easy manner and straightforward talk make this one of the most compelling hours on talk radio today!
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Welcome to the "Wisdom for Wealth. For Life." podcast! Letโs bridge the gap between your faith and your finances. At Blue Trust, we apply biblical wisdom and technical expertise to help you make wise financial decisions. Our goal is to help you leave a lasting legacy. In this podcast, you will hear inspiring stories, practical tips, and encouragement from the Blue Trust family with special guests along the way. Learn more at www.BlueTrust.com. Trust and investment management accounts and ser ...
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There are a lot of myths and misconceptions floating around about estate planning and long-term care planning. Many families fail to plan because they feel overwhelmed and not sure where to start, so they never put a plan in place. Our mission with this podcast is to give you a starting point and empower you to ask the questions that matter most when it comes to putting the right estate plan together for you and your family. In each episode, we are addressing the myths and misconceptions abo ...
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We desire for all Christians in real estate to be: excellent in their work, excellent in their homes, and passionate disciple-makers for Jesus.
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Hello there! We are the trio of fun-loving and compassionate estate planning attorneys at Legacy Legal Planning, and weโre proud to be South Shore natives through and through. As devoted wives, loving moms, doting aunties, and cherished sisters, our roots in this community run deep, and itโs a place we hold close to our hearts. Together, weโve not only mastered the intricacies of estate planning but have also infused our practice with the warmth and sense of belonging we find in our own fami ...
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Welcome to the West Side Investors Network, WIN, your community of investing knowledge for growth. This is the Real Estate Professionals Investing Podcast. For Real Estate Professionals by Real Estate Professionals. This show is focused on the next step in your career....... investing.
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Small businesses are the backbone of the American economy and, in fact, make up 99% of all businesses in the United States. Yet only 50% of them will survive their fifth year in business. Mitten Money host William Zank will focus on helping Michigan-based business owners find answers to the tough questions that will help them succeed. How do I expand my business? What options do I have for retirement? How do I move forward when I feel stuck? Having worked with small business owners throughou ...
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This is a podcast by Josh Key, owner and managing attorney of Key Law. Key Law is an Alabama law firm that takes the headaches out of estate planning and probate so that families can focus on what's important. This podcast will examine and explain estate planning and probate strategies and concepts, from a real lawyer, to help you determine how to get the best estate plan for you and your family.
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Future Focused: Sophisticated Estate Planning
Wiggin and Dana LLP's Erin Nicholls and Michael Clear
Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPAโs, Insurance Professionals, Investment Bankers, Trust Companies, CFPโs, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nic ...
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Planning for retirement can be overwhelming and stressful without knowing where to start or who to trust. We are here to help bridge the gap between you and the world of financial advisors that want to help, starting with the knowledge you need to make an educated decision when choosing the right one.
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Learn how to build wealth through investing in commercial real estate. We invite special guest on the show to discuss about how they got started and their journey on how they created and build wealth in commercial real estate such as apartments, hotels, self storage, mobile home parks and other commercial asset classes.
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ACUMAโs ONpoint Podcast series features some of the mortgage lending industryโs leading lights offering strategic insights and sound solutions to the challenges lenders face every day. In addition, each episode ends with a little bit of humor to help reset the tone of your day. Both personally and professionally, Onpoint Podcasts are an excellent investment of small amounts of time in return for great rewards.
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Klenk Law Estate Planning Podcast seeks to provide clarity regarding the many gray areas surrounding estate planning issues. We hope to spark a desire for you to take action and plan ahead.
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Mike Charles starts your day with The Morning Show, weekdays from 7-10am on Radio Life & Style - proudly sponsored by Excellerate Security. Broadcasting live from the heart of Ballito, The Morning Show serves up a curated mix of contemporary music and classic hits from across the decades, alongside interviews with tastemakers & influencers, plus a healthy dose of local news & views from the booming KZN North Coast. Listen live on lifeandstyle.fm, download our free Radio Life & Style app or f ...
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Unlock your business potential with raw, unedited talks on entrepreneurship. Get expert advice, real stories, and tips to grow. Join us on all platforms and start your journey today!
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The weekly AmiSights Podcast will feature dynamic interviews with entrepreneurs, thought leaders, various industry CEOs, industry professionals, public speakers, and more about their unique insights, practices, and valuable life experiences. Join Ami Kassar, CEO of MultiFunding, and his humor on the show that can help you grow and transform your business.
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What do you get when you combine two knowledgeable CFPยฎ PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNERโข Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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Be inspired and get motivated every week with the Bricks & Risk Podcast! Join our hosts Sean Mooney & Tim Garrity as they share their boots-on-the-ground secrets to growing successful real estate and insurance businesses. Our goal with Bricks & Risk is that you walk away with 1 or 2 valuable nuggets that help build YOUR business. We also interview industry leaders who share their own insights and strategies on how to grow and strengthen your business. Whether youโre a seasoned entrepreneur o ...
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At House Einstein, our mission is to empower you to make informed real estate decisions. As experienced real estate agents, we leverage deep market knowledge to guide you through the buying or selling process. Trust and integrity are the foundations of our fiduciary responsibility to you.
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This podcast is meant to inform and entertain listeners on the topics of finance, estate planning, taxes, and the beautiful area of Redding, CA and it's people
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Financial literacy is not emphasized enough for professionals during training, leaving many unprepared as they begin their careers. The topics covered in beyond MD apply to all professionals, including medical students/residents and practicing physicians. This podcast is led by radiologist Dr. Yatin Chadha and guided by expert analysis. Each episode, Yatin interviews accountants, lawyers, brokers, and advisors to heighten awareness on important topics, such as professional corporations, hold ...
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Replay Episode: Jocelyn Vas on Trust, Transparency, and Final Offer's Game-Changing Real Estate Platform
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In this REPLAY episode of Know Like Trust, I sit down with Jocelyn Vas, a rockstar real estate agent, licensed clinical mental health counselor, and the Chief Knowledge Officer at Final Offer. Jocelyn is on a mission to fix the broken home buying process. She gives us the scoop on how sheโs using this game-changing tech platform to revolutionize thโฆ
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Week 4 Discussion-Trusting God's Plan: Overcoming Doubt and Embracing Faith
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This week, weโll explore how we can overcome doubt and fully trust in Godโs plan for our lives. How do we remain rooted in God's Word with so many external challenges and worldly logic attempting to shake our faith? Letโs discuss how we can build a strong spiritual foundation, like the wise builder in Matthew 7:24-27, and avoid the traps of fear, dโฆ
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Probate and Trust Real Estate | Bill Gross
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Recession-proof real estate does exist. Regardless of what is happening with the real estate industry (including interest rates, inventory levels, politics, etc.) important life event continue to happen. As they do, the hands of property owners are often forced to sell regardless of whether or not we find ourselves in ideal circumstances. If you'veโฆ
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Social Security, Retirement Planning, 529 Savings Accounts, Roth Losses, and FIAs: Q&A #2440
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Jim and Chris sit down to discuss listener questions relating to Social Security benefits, planning with the potential for an SO, funding a 529 savings account, losses in a Roth IRA, and Fixed Indexed Annuitiesโฆ (9:00) A listener hopes Chris can tell him if having a different name on his Birth Certificate and Social Security card is going to be an โฆ
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#533 How ANY Finance Professional Can Explode Their Wealth
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In this episode of the Main Street Business Podcast, host Mark J. Kohler shares actionable strategies to help tax professionals expand their services into advisory. From developing dynamic pricing models to pinpointing your ideal clients, this episode is full of insights to help you enhance your advisory offerings and attract more clients with confโฆ
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Jobs Came In Hot! What This Means For Inflation & Interest Rates
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Oleh Money Matters with Ken Moraif
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The best place to store your estate plan.
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The best place to store your estate plan. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes
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World Wildlife Day - a Chat With Richard Davis
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Wildlife across the planet faces unprecedented challenges, from habitat destruction and illegal wildlife trade to climate change and human-wildlife conflict. According to the World Wildlife Fund, nearly 60% of global wildlife populations have declined since 1970. As the world unites to celebrate World Animal Day on 4 October 2024, EcoTraining, Afriโฆ
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Sarah O Reilly has the info Radio Life & Style on Facebook ยท The Morning Show Sponsor: Excellerate SecurityOleh Mike Charles
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Luan Crawford from Looters Ballito
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Announcing the introduction of bacon, polony, ham and pork bangers into our business, our strategy, and our promise. WE are partnering with one of the biggest meat distributors in the country. I have a problem paying R50 for 200g of bacon and we are offering you that at around half the price Diapers and disposable products โ we are going to be offeโฆ
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Marius Steenkamp Dealership Manager Jetour Ballito
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Jetour De Force Jetour, a relatively new player in the global motoring market, has set its sights firmly on South Africa. Despite intense competition, the Chinese automotive brand is confident in its ability to make an impression, launching in South Africa with two stunning SUVs, a 10-year/1 000 000km warranty, and a laser-sharp focus on after-saleโฆ
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Turnkey Real Estate & Direct-to-Seller Success with Marck de Latour | Part 2 #897
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Marck de Lautour graduated with a Masters Degree in International Business Management, from University of Missouri โ Kansas City. He is Founder and CEO of SBD Housing Solutions, a Real Estate Investment firm based in the Kansas City area. He has been investing in real estate since 2002 and has successfully flipped over 2,000 homes in the United Staโฆ
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281. Resiliency or is CRE Comfortable with the Uncomfortable? Strikes, Storms, & Delinquencies
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This week, before 45,000 dockworkers at 36 American ports went on strike, Fed Chair Powell stated that the U.S. economy is in solid shape and the Fed intends to keep it that way... In this week's episode of The TreppWire Podcast, we break down the news of the week, including the port strike, Fed speak, and macro figures like jobs and PMI, and explaโฆ
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5 Roth IRA Benefits you didn't know
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In this episode of the Directed IRA Podcast, Mat and Mark explore the hidden benefits of the Roth IRA that many investors overlook. While most people know about the tax-free growth advantage, thereโs much more to this retirement account that makes it a must-have for any financial strategy. From the backdoor Roth IRA to the flexibility of withdrawinโฆ
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How Will Climate Change Impact Real Estate Trends Going Forward? | Podcast #55
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Zillow adds climate change data. Asheville disaster. Climate change risk is a factor NOW, not in ten years.Our mission is to help you make a smarter real estate decision. Contact the House Einstein team: https://www.houseeinstein.com/p/contact-us.html____________________Timecodes:0:00 - Intro 3:07 - Topics Discussed6:29 - Climate Change and Zillowโโฆ
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Episode #40: Living Life as a Go-Giver with Bob Burg
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Send us a text Out of all the amazing guests we've had on Bricks & Risk so far, this one is hard to top. We now have the privilege of sharing one of our finest conversations to date with renowned author, speaker, and business authority, Bob Burg. Bob co-authored a very special business book called "The Go-Giver." It has sold over 1 million copies aโฆ
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#266 | ๐ค๐ฌ๐ฒ๐ฝ. ๐ช๐ฒ ๐๐ฒ๐ฎ๐ ๐๐! How did we beat AI, you ask? In ALL the ways, acutally. See how in this episode and then schedule your free consultation so you can put us to work to protect you, your family and your assets - now and later. -- Weโre here to help you learn more! Please comment and let us know if you found this additional knowledge useful toโฆ
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Ep #77: Unpacking My Biggest Life & Money Lessons - My Wife, Sima Acharya, Interviews Me
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Today is a little different on beyond MD. My incredible wife, Sima Acharya, interviews me to uncover money & life lessons I've learned over time. Plus, we talk about lessons we've learned as a couple. Discussion points: Sima's introduction (2:00) Starting an idea - how & why beyond MD came to be (6:15) Your spouse doesn't have to be a sounding boarโฆ
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In this episode of the Faithful Agent podcast, Garrett discusses how Christians can handle disappointment, particularly in light of recent events that led to the cancellation of a conference. He shares personal experiences and insights on trusting in God's sovereignty, rejoicing and persevering through trials, and seeking God's comfort and strengthโฆ
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Planning Pitfalls: These Lesser-Known Factors Could Affect Your Medicaid Eligibility
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Christine Oyler, Services Planning Coordinator at Bellomo & Associates, is the firmโs Medicaid team member. Since 2016, Christine has used her nursing experience and Medicaid knowledge to help clients better understand the Medicaid system and make the best choices for themselves and their families. As part of this work, she sits down with Jeff to dโฆ
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#532 The Side Hustle System: How To Make Money In Your Free Time
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In this episode of the Main Street Business Podcast, host Mark J. Kohler breaks down the roadmap to turn your side hustle into a powerful income stream. Learn how to form an LLC, develop a solid marketing strategy, and implement seven key principles that will set your business up for sustainable success. Here are some of the highlights: Mark emphasโฆ
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Can the Executor just Kick You Out of Your House?
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Can the Executor just Kick You Out of Your House? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #moneyโฆ
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147. Why Real Estate Fuels Entrepreneurial Dreams with Vanessa Alfaro
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ABOUT VANESSA ALFARO Vanessa Alfaro is an entrepreneur, founder of six 7-8 figure companies in 3 countries, a real estate investor, innovator, and a multifamily syndicator who was recently profiled in the Real Estate book โ10 Pathsโ as one of the ten most successful Real Estate Investor stories in 2022. Vanessa is the Founder of Venus Capital Partnโฆ
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Lynn Paolillo & Meg Ioffredo - Refuresh
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Join Peggy Hoyt as she welcomes Lynn Paolillo and Meg Ioffredo, Certified Feline Master Groomers. Uncover common misconceptions about cat grooming and learn about the importance of regular deshedding. Discover Refuresh, the innovative grooming tool that gently removes dead hair from your cat's coat without causing discomfort or damage. Support the โฆ
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#265 | What if An Inherited Property is Upside Down?
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#265 | What if An Inherited Property is Upside Down? ๐ What can you do if you inherit a house that is worth less than the mortgage and/or liens against it? And yes. A property, even ๐ฎ๐ป ๐ฒ๐๐๐ฎ๐๐ฒ, ๐ฐ๐ผ๐๐น๐ฑ ๐ต๐ฎ๐๐ฒ ๐ฎ ๐ป๐ฒ๐ด๐ฎ๐๐ถ๐๐ฒ ๐ป๐ฒ๐ ๐๐ผ๐ฟ๐๐ต. Much depends on (1) your goals & (2) how upside down the house might be. We'll run through a few different scenarios to helpโฆ
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Our Retirement Planning Process: EDU #2440
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Jim and Chris sit down for another EDU show dedicated to our retirement planning process. In this episode the guys dialog with listeners, answering questions and expounding on key ideas. The post Our Retirement Planning Process: EDU #2440 appeared first on The Retirement and IRA Show.Oleh Jim Saulnier, CFPยฎ & Chris Stein, CFPยฎ
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Working by Professional Referral | Aubrey Martin
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Imagine serving between 50 and 75 families per year, working 100% by referral, with 40% of that business coming from professionals. That is what we at ProInsight call: Working by Professional Referral... and Aubrey Martin is a prime example of how to do exactly that. Licensed in Oregon and Washington, Aubrey has curated a team of service partners tโฆ
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An Important Consideration if Creating a Medicaid Asset Protection Trust.
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An Important Consideration if Creating a Medicaid Asset Protection Trust. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #moneyโฆ
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Conference Highlights: Content, Peer Collaboration, and Market Trends
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Ever wondered what industry leaders are saying about the future of mortgages and economic challenges? Join Peter Benjamin in this lively episode of the ONpoint Podcast as we broadcast live from the 2024 Make Your Mark annual conference in Las Vegas. We sit down with Margaret Greczek, SVP, Head of Mortgage with Polish and Slavic Federal Credit Unionโฆ
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Caution for Divorcing Spouses Who Are Trust Beneficiaries
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Takeaways from the 2023 Massachusetts divorce case, Jones v. Jones, for parents who support their married children may diminish trust assets in a divorce. 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 professioโฆ
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151: Is an AB Trust Right for You? Essential Insights for Married Couples
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Married couples, is your AB trust still serving your needs, or has it outstayed its welcome? In this episode of Absolute Trust Talk, Kirsten Howe and associate attorney Jessica Colbert take a closer look at AB trusts, a once-standard estate planning tool. They discuss when an AB trust makes sense and when it might just add unnecessary complexity anโฆ
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Residential Land Development, Jackson Stith @ Maverick Capital
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Jackson Stith, principal at Maverick Capital, discusses land development in the Rio Grande Valley. The region is experiencing population growth and economic development, making it an attractive market for real estate. Maverick Capital focuses on land development projects, primarily in the form of multi-family housing. They conduct extensive due dilโฆ
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Masterful Insights within STR market in Florida with Alon Orbach
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Text us your ideas or thoughts on this episode! Unlock the secrets to successful real estate investing with Alon Orbach as he shares his incredible journey from a professional volleyball career in Israel to becoming a powerhouse in Southern Florida's luxury short-term rental market. You'll gain practical insights into long-distance investing, navigโฆ
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Are You Losing Money by Ignoring Your Cleaners? | Real Estate Investor Brooke Coughlin
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Today, we're thrilled to welcome Brooke Coughlin to the show. Brooke is a multi-million dollar real estate investor, short-term rental operator, and cleaning company owner. With an impressive background that includes time as a 7th-grade teacher, Brooke has transitioned into an incredibly successful entrepreneur. In this episode of the Smart Stay shโฆ
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182: Unlocking Team Success: Trust, Accountability, and DISC Mastery
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In this week's edition of the AmiSights Podcast, we speak with Robin Huling, founder of Warner Communication, which delivers transformative workshops and consultancy services. Robin discusses how she transformed her skills into a successful business, driven by her passion for team building and leadership training, along with her deep expertise in Dโฆ
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#264 | Can an Executor Earn Interest?
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#264 | ๐ฒ๐๐ฎ๐ป ๐ฎ๐ป ๐๐
๐ฒ๐ฐ๐๐๐ผ๐ฟ ๐๐ฎ๐ฟ๐ป ๐๐ป๐๐ฒ๐ฟ๐ฒ๐๐? If an Executor pays estate expenses out of pocket, can they earn interest on that money when it's repaid? The answer is not a simple "yes" or "no". But we will address why it's not cut and dry based on the role the Executor fulfills. -- Weโre here to help you learn more! Please comment and let us know if you fโฆ
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10: The 5 Biggest Financial Mistakes That Hurt Your Finances and Delay Retirement
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Investing is essential for growing your retirement savings, but not diversifying your investments can be a costly mistake. In this episode of "Retirement Decoded" by Money Pickle, we dive deep into strategies to enhance your odds of success in investing and retirement planning. Host Steve Coughran shares valuable insights to help you live a better โฆ
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From the Sidelines to the Spotlight: Winning Strategies with Thomas Archer
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In this powerhouse episode, hosts Erin Nicholls and Michael Clear step up to the plate with Thomas Archer, a certified financial planner and owner of the Thomas J. Archer Companies, to discuss the nuances of estate planning and business succession for high net-worth individuals, including professional athletes and business owners. Archer, not one tโฆ
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โDouble Damagesโ and Other Enhanced Remedies Under Probate Code Section 859
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What enhanced remedies are parties entitled to recover under Probate Code section 859? Is it double damages, triple damages, or something else? There has been a district split, and now even a division split, on whether parties can receive โdouble damagesโ under Section 859. Recent case law sheds light on this issue, and the guests on this episode wโฆ
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Plan Your Estate Radio 09-30-24
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See omnystudio.com/listener for privacy information.Oleh Plan Your Estate Radio with Bob Bergman
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#263 | Just What Should You Name a Trust?
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#263 | ๐คทโโ๏ธ๐๐๐๐ ๐ช๐ต๐ฎ๐ ๐๐๐ค๐ช๐ก๐ ๐ฌ๐ผ๐ ๐ก๐ฎ๐บ๐ฒ ๐ฌ๐ผ๐ ๐ง๐ฟ๐๐๐? "What's in a Name?" There is quite a bit of flexibility when naming a Trust, but a bit of caution is in order. While there are no hard and fast rules, we do recommend a few specific things to make sure that all funding and any transitions can happen as smoothly as possible. -- Weโre here to help you lโฆ
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How to Get Cash in a Probate with Only Real Estate.
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How to Get Cash in a Probate with Only Real Estate. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #moneyโฆ
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135. Some Legal Issues with Related Party Loans
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Fan Mail - Send us a Text Message Terry Waugh is a solicitor, mortgage broker and tax adviser. Today Iโm talking about some legal issues with related party loans. -- If you would like to ask a question which could be answered by Terry on the podcast please go to the podcast page and follow the instructions. www.structuring.com.auโฆ
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199: Manage Stress and Stay Resilient in the Fall Real Estate Market
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Jim, Todd, and Lisa discuss managing stress and staying resilient in the fall market. Establish your worth as a real estate agent to home buyers and sellers, making them excited to work with you. To learn more about the most in-demand Real Estate Newsletter around, Click Here: https://bit.ly/3wy6a3i 6-Month Done-For-You Real Estate Marketing Planneโฆ
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