show episodes
 
Your Money Momentum delivers information on personal financial planning, investing and wealth management with our engaging host, Certified Financial Planner™ Professional Tom Kennedy from Global Wealth Advisors in Texas. Every other Friday, Tom will bring you 30 minutes of expert discussion, strategy, and practical advice aimed at building momentum with your money. The variety of topics covered by this show include market news, investment strategies, retirement planning, estate planning, ris ...
 
Hello and Welcome to the Financial Legacy Podcast. I am your host Maria Ellis. On the Financial Legacy Podcast, we will talk about Financial Planning and Estate Planning Legacy. Financial planning is the process of determining a person's or a company’s financial needs or goals for the future and the means to achieve them. Financial planning involves deciding what investments and activities would be most appropriate under both personal and broader economic circumstances. Financial Legacy is t ...
 
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 ...
 
Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
 
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 ...
 
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 ...
 
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show series
 
How often should YOU-- or the person you hire to manage your investments—be buying and selling the stocks you own? Here’s something to Ponder: Every time you sell a stock, there is someone buying it who thinks you’re wrong. In fact, the math is simple: one of you MUST be wrong and time will tell. Who buys a stock when you sell it? SOMEONE has to, a…
 
A general overview of supported decision-making, update on progress around the world and in the US, particularly in New York State. 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 advi…
 
What could your business be like if you were no longer chained to the billable hour? Do you think your business model is even feasible without the billable hour? Does making the leap away from hourly billing sound terrifying? Stupid? Suicidal? Jonathan Stark is a former software developer who is on a mission to rid the world of hourly billing. He w…
 
Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. "MOTLEY FOOL MONEY" is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we'll update breaking fin…
 
Why should you hire an estate planning attorney? What is it that you are paying us to do anyway? www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned som…
 
In my role as the president of the Colorado Chapter of the National Association of Royalty Owners (NARO), I was invited to be a panelist on a Mineral Interest Owner Forum hosted by Great Western Petroleum, the largest oil and gas operator in Adams County Colorado. Thanks again to Great Western for organizing this event. This episode features a repl…
 
Bad news for Sean Penn, chef Mario Batali, Adam Schiff, Cal Ripken, James Comey, Dr. Oz, John Elway, Anthony Robbins, Dave Ramsey and the nearly four million other (still living) Americans born in 1960. Unless Congress acts, the Covid-19 recession will cost ALL 1960 babies about 9% of their projected Social Security benefits! These famous people mi…
 
Great client service is the bedrock of great marketing. It's the core of the snowball of referrals, reviews, and happily returning clients. Legal marketing specialist Jordan Ostroff of LegalEase Marketing and Jordan Law Fl joins us today to connect the dots between our marketing strategies and our client service standards. When we understand what o…
 
-- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more…
 
-- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more…
 
I invite you to listen to this podcast to get ideas about how to create a Family Business Legacy Plan. As you approach your retirement years, you may be thinking about whether to sell your business or create a family business succession plan. The first step in the process is to decide to create a fair and equitable plan and to surround yourself wit…
 
If you can live on your Social Security and pensions alone, and have no need for any income from your investments—ever—then you are fortunate. Most people in retirement today, however, DO need to derive income from their investments at some point. But even if you don’t actually WANT any income from your 401k money, the IRS has other ideas. Once you…
 
Yvette shares her perspectives on what matters most in life. The newest series is titled, “I’ve Learned What Matters Most.” She shares her journey from the halls of academia, to the realms of corporate America, through the perils and rewards of entrepreneurship; from the love of family and friends and the losses, to the search for spiritual meaning…
 
Learn how note investing can get you a monthly paycheck. Martin Saenz, the Managing Partner of Bequest Funds, is a renowned thought leader in the mortgage note investment industry. Do you want to add another monthly paycheck to your retirement funds? Then you need to know why you achieve more when you have control over the process.…
 
Adults over the age of 50 manage an increasing share of the wealth in the United States. Risky investment decisions that are made as people age may have effects on both financial markets --AND individuals in later life. FINRA, the Financial Industry Regulatory Association, performed an in-depth study recently to assess how many older Americans—thos…
 
What if a DISASTER wiped out the world's food supply, destroyed huge crops of wheat, corn, and rice, and the seeds for all of the successful grain species on the earth became endangered? Right now, not too far from the North Pole, a large, very secure vault is quietly storing the seeds of thousands of varieties of plants including wheat, barley, le…
 
What is the difference between an amendment to your trust and a restatement of you trust? If you need to update your trust (most people have to update it as their lives change), you might need a simple amendment or a complete restatement. What’s the difference? Watch to learn more. -- I love helping people and make these podcasts to help non-lawyer…
 
Five reasons why tax and estate attorneys might want to recommend multiple non-grantor trusts for tax benefits for their clients. 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…
 
In the realm of managing finances, there are some key issues that are unique to women. Whether that be considerations around the fact that they statistically live longer than men or why it's important women are empowered to take control of their financial future. Recently, several of our wealth advisors joined together to discuss how women can addr…
 
Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. "MOTLEY FOOL MONEY" is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we'll update breaking fin…
 
-- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more…
 
How well have you done with your investments over your lifetime? You've had some good years where you got twenty percent or so perhaps. But, like the rest of us, you have had some STINKERS. Most investors lose money an average of three years out ten. That's why averaging ten percent is so hard. Most investors also buy stocks or mutual funds haphaza…
 
What happens to out of state property in probate? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people a…
 
In this interview, NARO Board Member and Landman Katy Alven shares her experiences working in the oil & gas industry and most recently managing the land department of a mineral acquisition company. We also discuss Katy's involvement with NARO and how NARO has helped her learn about how to manager her mineral rights. Katy Alven is a landman, mineral…
 
Your job as an investor—or the job of the person you hire to manage your money—is to optimize gains, while minimizing losses. Sounds easy, but today, you need a strategy built for the low interest rate environment of the 2020’s, not the 1990s. Well-chosen stocks can be long-term sources of wealth creation, just like well-located real estate. This i…
 
I am excited to share with you that my book, "Family Business Legacy Plan: The Ultimate Guide to Creating a Legacy for your Family without Paying too Much in Taxes" has achieved the Best Seller status on Amazon.com. I passionately wrote this book with you in mind because as you approach your retirement years, you may be thinking about whether to se…
 
What can you do when a joint account owner changes beneficiaries? (Listener Question) Is there anything you can do if your joint account owner amended the beneficiaries of your account before passing away? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a s…
 
Susan Allen has been a practicing certified financial planner since 1987. She returns to What's Your Legacy? in her role as a certified long-term care specialists to address protecting the finances one has built over a lifetime. Planning for future medical costs is so important. The cost of an uninsured long term care illness will impact cash flow …
 
Who wants to be a millionaire? Learn the secrets of a real estate side hustle from author, realtor, and property investor, Michael Dominguez. You too can become an Armchair Real Estate Millionaire when you know how to spot the signs of a good housing market worthy of your investment.By Ann E Nelson
 
Many aging adults rely on a spouse, children, or other family members to help manage things if they become incapacitated or unable to thrive in daily life. But what happens to those who don’t have extended family or anyone who lives close by? Fortunately, there are various resources and solutions to help those types of clients, such as bank trust d…
 
Of the top 10 causes of death globally, Alzheimer’s is the only one that can’t currently be cured, slowed down, or prevented-- at least not yet. The disease manifests in different ways, with some patients living 20 years after diagnosis, but most often in the range of four to eight years. Although 80% of those with the disease are 75 or over, Alzhe…
 
A presentation of how to discuss legal fees and expenses during trust and estate litigation and guidance from courts on the matter. 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 advi…
 
The pandemic crash put an estimated 400,000 small businesses OUT of business. Millions of people lost their jobs and may of them are still looking for work. Many sectors of the economy were hurt, others had banner years. Even now, analysts refer to a new category of stock: "recovery" or "reopening" stocks. In other words, companies whose businesses…
 
Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. "MOTLEY FOOL MONEY" is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we'll update breaking fin…
 
What is Preventing You from Getting an Estate Plan? Do any of these reasons sound familiar? I am here to answer some of the most common roadblocking questions for you! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought …
 
Annuity sales are up thanks to rising rates, inflation- whether or not it's transitory, and the need for guaranteed income solutions. The annuity options available today are much more consumer friendly than they were a decade ago, allowing liquidity, flexibility and death benefits. In this episode, Crump's Director of Annuity Sales Brendan Connerto…
 
With politicians in Washington bent on adding to the national debt without mercy, more people want to do Roth conversions. The idea of being tax free for life has quite a ring to it! As appealing as ROTH conversions sound, pain is involved so you need to be ready for it. On top of that, they don’t always make sense-- according to many CPAs-- especi…
 
In this month's Mineral Rights Podcast news episode for June 2021 we talk about Shell's plans to divest the Shell Deer Park Refinery and their recent lawsuit in the Netherlands, New Mexico's plans to go "green" with hydrogen (but are they just full of hot air?), an analysis of project profitability and why global oil and gas companies may have diff…
 
Historically, we’ve always referred to the traditional sources of retirement income as a three-legged stool, composed of: 1. Government entitlement programs (Social Security and Medicare)...2. Personal savings and investments ...and , 3. Employer-sponsored defined benefit plans like pensions. In the past, retirees could typically count on ALL three…
 
Iffy Ibekwe is a writer, speaker and educator as well as the principal attorney at Ibekwe Law, PLLC in Austin, Texas. She has practiced law for 13 years and her current focus is estate planning. She is passionate about helping others, especially women, create their legacy through estate planning. She and Yvette discuss the importance of estate plan…
 
Do you want to know how to future hack your life so you can live the life you want? Scott Jarred from, FutureHackMyLife.com, shares how to get ahead using a roadmap to success. Are you stuck with a scarcity mindset? Learn how to become an abundant thinker to reach your full financial potential.By Ann E Nelson
 
Historically, we’ve always referred to the traditional sources of retirement income as a three-legged stool, composed of: 1. Government entitlement programs (Social Security and Medicare)...2. Personal savings and investments ...and , 3. Employer-sponsored defined benefit plans like pensions. In the past, retirees could typically count on ALL three…
 
Many investors are bewildered by the rise of the stock market since COVID 19. Milestone after milestone has been hit, including a 30,000 Dow, even with the economy on one leg. As remarkable as it sounds, stocks still have room to run according to top Wall Street analysts. Pent up demand is building on the half of the economy that is nearly shut dow…
 
Are you thinking about building a course for clients, colleagues, or your own employees? Where do you start? How do you even approach what can be a huge undertaking? Stephen Ladek of LMS Pulse joins us - he's an e-learning expert with loads of experience in the structural design of courses, testing of skills, and e-learning tech. He's got a unique …
 
Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. "MOTLEY FOOL MONEY" is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we'll update breaking fin…
 
The industry of Cybersecurity is growing every year at a very steady pace with no real end in sight. Think about it: When will the day come when you WOULDN’T want your company's computer systems secure? And when will the day come that the crooks will stop trying to get in? Cybersecurity is a permanent need, and an inevitable trend. Not just for you…
 
With current interest rates low and a housing market that is hot, this week we host a lending professional who shares the latest information on mortgages and refinancing. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professional Tom Kennedy chats with Mortgage Loan Officer Cori Scherer about the current climate of the mortga…
 
I'm very excited about our conversation with our guest this week. Justin and I spoke with Jack Fleet, the Executive Director of the National Association of Royalty Owners, Inc. (NARO). In his role as Executive Director, Jack works as an advocate for mineral and royalty owners like you and I at the at both the state and national level, giving testim…
 
The financial world is huge, and there are many different ways to invest for profit. Some strategies focus on TIMING the markets, others focus on time IN the market. Some methods of analysis are all about the big picture—choosing SECTORS to invest in GENERALLY, rather than zeroing in on specific companies. Other strategies are the opposite. They fo…
 
What if your head wasn't full of stressful thoughts all day? How would it change your work? How would it change your approach to clients, judges, employees, challenging situations? This week we're joined by Olivia Vizachero, the Less Stressed Lawyer. She's here to discuss stress management, understanding what truly causes your stress, and helping u…
 
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