show episodes
 
Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad - especially when everyone seems to want a piece of your money. www.TheRealMoneyPros.com
 
Welcome to The Mineral Rights Podcast! I'm here to help you to make the most out of your oil and gas mineral rights and royalty interests. From the latest mineral rights news to featured guests, get the knowledge and resources you need to manage your minerals and royalties.
 
Educating at every step. Absolute Trust Talk is not your run of the mill general counsel show filled with legal jargon that doesn’t resonate. Through her 20+ years of practice, Absolute Trust Counsel managing attorney Kirsten Howe found herself working with clients who were confused and overwhelmed by the complexity of estate planning and saw a need to help clients with education and specific client-centered estate planning services. Now Kirsten is taking her expertise and experience to a ne ...
 
Mastering Money is hosted by Certified Income Specialist Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strate ...
 
While we all have dreams of simplifying our lives, it is not easy. Our podcast is here to help. It focuses on topics that can help make your life easier -- from finances and wealth planning, to your health, travel and more. It’s about putting life in perspective and having a game plan. Questions or topics you would like us to discuss, email podcast@marinerwealthadvisors.com or visit http://www.marinerwealthadvisors.com/podcast
 
Welcome to Life/Death/Law. A podcast about estate planning, an issue that affects all of us, because we’re human. Lawyers tend to make estate planning both boring and hard, but I think it doesn't need to be either one. After 20 years writing about it and writing estate plans for hundreds of families, I actually think it's a fascinating and rich topic. Death is like sex. We all do it, but we're often afraid to talk about it. I’m Liza Hanks and I am here to answer your questions with no judgem ...
 
Tim and Tom Mullooly from Mullooly Asset Management bring you "Living With Money". Tim and Tom will walk you through your financial life step by step. From the very basics of personal finance to in-depth financial planning and investing methods, you will truly learn how to live with money. With years of experience spanning multiple generations, Tim and Tom bring a unique perspective to your financial life, whether you're just starting out, or getting close to retirement. Through educational ...
 
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show series
 
For the third season of What's Your Legacy?, Yvette's first interview is with Brigitte Walker-Quinn, a healthcare industry consultant and President of the Bucks County chapter of Jack and Jill. When we talk about our children and their future, we want theirs to be a legacy of joy and abundance. What is the role of parents and organizations in ensur…
 
Post-production costs are important for royalty owners to understand because they can result in a significant deduction from your oil or natural gas royalty check. In this episode, we talk about what they are, what you need to know, about post-production costs, an extreme example and why a cost-free oil and gas lease is so valuable, and steps you c…
 
A review of the dangers of borrowing from a charitable endowment fund during the 2020 pandemic and financial crisis. 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 best practice advice, insights an…
 
In this month's Mineral Rights Podcast news episode for September 2020: Family's win in mineral rights dispute may lead to similar lawsuits against North Dakota | Three men accused of mineral rights, royalties diversion scam | Investment Firm Pays Occidental $1.33 Billion For Wyoming Lands, Mineral Rights As always, you can go to mineralrightspodca…
 
After spending years building up a business, many people may hesitate when it comes time to sell off an asset that has become precious to them. Denise Logan, author of The Seller’s Journey, discusses aspects of selling a business and how this transaction goes much deeper than just monetary value. She shares experiences such as what can cause a deal…
 
What is ante-mortem probate? How does it differ from premortem probate and is it the ultimate will contest prevention technique? 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 best practice advice,…
 
Have you been thinking about selling your mineral rights or royalties but are not sure where to start? If so, then you are in luck because that is exactly what today's episode is about. You can find the show notes at mineralrightspodcast.com/episode70 There you will find the link to download my free cheat sheet with the important details behind the…
 
Learn how to increase your Cash Flow now — so you don’t have to live on less in retirement. Today's guest is a cash flow expert and Anti-Financial Advisor. Chris Miles knows how to get your money working for you today. Learn a different way to look at making money how it can work for you.By Ann E Nelson
 
A discussion of disclosure, attorney–client privilege, work-product doctrine, and what to keep in mind in the event of a will or trust contest. 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 best p…
 
The elder care journey is called a journey for a reason. It’s not linear, and many times people won’t know what will happen to them as they age. And while it is hard to predict, it’s not impossible to plan for, but it is essential to recognize that the type of care needed and how that care is paid for is a large part of the journey to help an older…
 
Trump signed an executive order for a "Payroll Tax Holiday". This order would defer the 6.2% tax employees pay toward Social Security from 9/1 until 12/31. Those funds taxed are deferred, not totally forgiven, so employers will be responsible to pay that back after the deadline. Trump has made good financial decisions before, but is this one of the…
 
America is a culture that isn't known for taking care of our elderly as they lose the ability to take care of themselves. Many people with aging parents are too busy with their own lives to be able to spend every minute of the day to take care of them. You want to hire someone else to take care of them for you, but who do you go to? Cash Edwards, t…
 
Stay-at-home orders has made way for technology to help us socially distance. Working and learning from home, touch-less payments, and online shopping are just a few things that are only made possible with technology. After this pandemic ends, will the world go back to where it was, or is this the start of the future? Jeremiah Bates, Financial Advi…
 
An explanation of how the SECURE Act impacts special needs trusts, AMBTs, and disabled and chronically ill beneficiaries from experts in the subject. 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 …
 
I'm extremely excited to welcome Tim Pawul with the Oil & Gas Council and the host of the Minerals & Royalties Podcast to our show. His podcast features interviews with some of the leading CEOs & Investors in the minerals & royalties space with the ultimate purpose to educate investors on the space, thus equipping them with the knowledge base neede…
 
In this week's case study, a couple who had already retired once before makes sure that their second go attempt will be more successful. Jeremiah and Nic stress the importance of having your own financial goals and investment strategy. If you're making a decision because you're fearful of a possible outcome, it's not part of your long term plan! Le…
 
Ammon Bundy, an infamous outlaw, was arrested for the second time in the span of days. Why are people like Ammon so upset? In Boise, there are recall initiatives to get Mayor Lauren McClean out of office after only being there for less than a year. These things happen everywhere all over the country, but why are people just now getting more interes…
 
No matter who wins this upcoming presidential election, it's up to YOU to take control of your finances. No matter the outcome, YOU can win! The team's go-to CPA, Hazen Armstrong, joins the program via phone to talk about the potential tax changes for next year if Biden is to be elected. He warns us to watch out for corporate tax rates, 1031 exchan…
 
Idaho is now 1 of 33 states to accept the new round of unemployment benefits proposed by the Trump administration. These federal benefits will continue to be on top of the state's benefits, adding an additional $300/week for qualified applicants. Do these lead to more saving or more spending? Your index funds may not be as diversified as you think.…
 
Unique insight into possible estate and gift tax legislation, transfer tax legislation, during and following the 2020 election year. 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 best practice adv…
 
From family fun to competitive atmospheres, golf is a game that can be enjoyed by a wide variety of audiences. Not just a leisure activity, golf can have both physical and mental health benefits as well. For this episode, we invite pro golfer turned wealth consultant, Kevin Ward, to join us and share his knowledge of the game as well as tips for im…
 
Tonight's CapEd Case Study focuses on a family that worked with an advisor for an extended period of time. Since that advisor had many years under their belt, these people trusted that they knew what they were doing with their money. The reality? Experience doesn't always guarantee performance. Jeremiah Bates, Financial Advisor Kent Owings, Financi…
 
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