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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.
 
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.
 
Terry Martine answers your retirement planning questions. There are other "financial" podcasts, but only one that focuses on teaching you how to manage your own finances. It's one thing to hear about a lot of theory, but we discuss specific strategies people are using today. Are you curious about what your retirement will look like? Do you have enough money saved to retire at 65? Maybe you want to retire before 65? Even if you have a financial planner, we will give you the tools to build you ...
 
Listen to MacMillan Estate Planning's regular podcasts, as featured on CHQR's Talk to the Experts, to understand all the ins and outs of estate planning to effectively safeguard your significance. MacMillan Estate Planning offers a holistic approach to estate planning with all the people, processes, and technology that you need to plan your estate – either in person or virtually. Our team of lawyers, accountants, financial planners and counsellors offer a refreshing alternative to the banks, ...
 
The SMSF Strategy series is hosted by Chris Reed from Business Concepts Group (BCG). The eight-part podcast series covers key areas involved in having a Self Managed Super Fund including Fund Structure, property investing, Gearing, the family super Fund, Tax planning and Estate Planning. SMSF’s are becoming more and more popular but many Funds operate at a basic level. This series looks at helping trustees take their SMSFs to the next level and maximise the benefits of the SMSF. Chris also h ...
 
Most women think estate planning is boring, too technical, all about taxes, or somebody else's problem. Don't be one of them. Women tend to outlive men--so they end of either living with plans that they didn't prepare, find themselves without a plan when they need it most, or caring for someone with no plan at all. Join me, Liza Hanks, and my fascinating guests for in-depth, relevant conversations about how to get your plans in order and why it matters to the people and organizations that yo ...
 
The Women in Focus (WIF) Podcast series is hosted by Sarah Power from Business Concepts Group (BCG). The eight-part podcast series goes through the various financial issues facing women, how they impact on their finances and what can be done to get them in order. The series covers the latest news in Financial Planning, Investing, Superannuation, Estate Planning, Financial Health, Debt Management and Women in Business. Sarah also hosts the News and Views podcast and joins BCG’s Chris Reed in ...
 
Listen to our digital planning podcast and learn about all things digital as to estate planning, business planning, and estate administration. Your hosts, attorneys Jennifer Zegel, Ross Bruch, and Justin Brown — will guide you through the digital world with the intent to keep you informed of developments and updates in this ever-changing space. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.
 
Fun and informative, this real estate investment talk show has been broadcasting on conventional radio since 1997. Hosted by professional investor Robert Helms and financial strategist Russell Gray, the show delivers no-hype education and expert perspectives in a fast-paced, entertaining style. Rich Dad Poor Dad author Robert Kiyosaki says The Real Estate Guys are wild and crazy, but they really know what they are talking about. The Guys talk investment strategy, economics, tax and asset pro ...
 
Il ponte urbanistico tra Italia e UK - Pianificazione urbanistica, operazioni e investimenti immobiliari, edilizia e real estate messe a confronto da Lorenzo Pandolfi e Carlo Pagliai. The bridge between Italy and UK town planning, real estate, buildings and real estate compared by Lorenzo Pandolfi and Carlo Pagliai. Follows us: Lorenzo: Facebook https://www.facebook.com/lorenzo.pandolfi.904 Carlo: Blog https://www.studiotecnicopagliai.it/ YouTube https://www.youtube.com/carlopagliai Facebook ...
 
Survive and thrive in today's economy! With over 1,100 episodes in this Monday - Friday podcast, business and investment guru Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door), Todd Akin (Former US Congressman), Will ...
 
The Cornell Real Estate Review is a student-run publication associated with the Baker Program in Real Estate at Cornell University. This podcast is focused on providing listeners with insight into the real estate industry by way of informative interviews and discussions with industry leaders. Reflecting the interdisciplinary nature of real estate, The Review covers a broad range of topics including design, business economics, engineering, finance, law, planning, development, marketing, and p ...
 
The Larry Harbolt Podcast is brought to you by The Real Estate Institute of Advanced Strategies. This show will teach any real estate investor how to buy and sell real estate for long term wealth and prosperity. Listen to real estate investing legends discuss the timeless methods used to acquire real estate. Larry discusses many strategies including but not limited to Seller Financing, Land Trusts, Options, Negotiations, Tax Planning, Asset Protection, Wholesaling, Lease Options, Contract fo ...
 
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show series
 
What rights do beneficiaries have? If you are the beneficiary of a trust, do you have any rights and what are your rights? -- 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, …
 
Avoid the Estate Planning Rabbit Hole -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planni…
 
There are tons of scams/rip offs, etc. out there. However, for someone dealing with a probate case or buying/selling a house, they seem to get bombarded. Why is this happening, how do they get your information, and what can you do to protect yourself? Contact: 513-463-6789 info@CincinnatiEstatePlan.com…
 
In today's litigious world, protecting your assets is not an option. Studies show that the average American will face up to 7 times potential liability situations. Defending your assets is paramount! Every time you sign a contract, you open yourself to a potential breach of contract! So get your tickets to Empowered Investor LIVE and learn how you …
 
Jason explains why Joe Biden's tax plans are terrible for real estate investors. He covers the proposed tax increase and proposed limits on the 1031 exchange. Jason also shares a video from an article by CNBC about how "America is short more than 5 million homes, and builders can’t make up the difference." You can read the article and watch the vid…
 
How to find out if someone had a will or trust- If you suspect that you may be a beneficiary of a will or trust but do not have a copy, how do you go about getting a copy? -- 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 thou…
 
Understanding the tax court’s decision of publicity rights in the Michael Jackson estate and applying business estate planning techniques to postmortem publicity rights. 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 o…
 
If you aren’t sure what would trigger an update to your existing will or trust (or both), listen to learn 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 Orlando Empowered Investor LIVE EVENT has just finished! Here's a short report on how it transpired. And as Jason compares other commodities to housing prices, we ask the question, "Are houses really that expensive?" Join Jason as he unearths the truth about the "housing bubble" as he expounds on his very own HARTMAN COMPARISON INDEX or HCI. Pl…
 
Cryptocurrency and the blockchain technology behind it have the potential to revolutionize real estate investing. And considering the 2nd largest U.S. mortgage lender recently announced they’ll begin accepting payments in Bitcoin, it’s clear that crypto is quickly moving mainstream and making its way to Main Street. So how can you incorporate it in…
 
Today’s Flash Back Friday comes from Episode 298, originally published in February 4, 2013. On this show, Jason Hartman talks with one of his investment counselors about current events, welcomes a guest caller and also brings to our listening audience the economic outlook from renowned financial expert, John Mauldin. ** LIVE ORLANDO CONFERENCE ** J…
 
How to Dispose of Old Estate Planning Docs -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate p…
 
Why you should have a joint trust with your spouse: Perhaps you think only one of you needs a trust, however there are reasons why a joint trust is beneficial and one of those reasons is that it will save you money! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if yo…
 
Tom and Jay break out the numbers on what is happening in the current market for MD, PA & WV. They also chat about In The Street which is happening tomorrow and they hope to see you there! You will not want to miss the house of the week which is located in Winchester, VA. House of the Week: 118 Navajo Trl, Winchester, VA 22602 https://www.dayhomete…
 
Jason's Mom Takes His Advice... Finally! Her Portfolio Makeover & Optimizations. Jason's mom shares how she sold some of her old properties in California and bought new ones in Florida through 1031 exchanges, the numbers are simply amazing! QRP stands for Qualified Retirement Plan. A QRP, or Qualified Retirement Plan, is a retirement plan that is t…
 
What if there are no beneficiaries listed? If someone passes away with a beneficiary account and the beneficiaries are missing, pre-deceased the account owner, or are otherwise unable to take, what happens? -- 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 …
 
Are you a collector? Do you have a collection of items that someone left to you? If so, this is a MUST LISTEN! I am discussing tactics for protecting your collection from liquidation or destruction. 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 l…
 
Practical advice from a tech-savvy lawyer for law firms migrating software and data to a cloud server. 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 and commentary o…
 
In today's episode, Jason talks to Damian Lupo of eQRP.co and the benefits involving this strategy when planning for retirement. QRP stands for Qualified Retirement Plan. A QRP, or Qualified Retirement Plan, is a retirement plan that is tax-favored under Section 401 of the Internal Revenue Code, also referred to as the Tax Code or the IRS Code. The…
 
FAQs re: Trusts If you have any questions about trusts, listen to this first! I answer the most common questions that I receive for your convenience! -- 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…
 
Today’s Flash Back Friday comes from Episode 265, originally published in June 2012. Jason Hartman hosts Professor Laurence Kotlikoff, author of The Clash of Generations: Saving Ourselves, Our Kids, Our Economy, regarding the problems with the economy and the effect that the astronomical national debt and government spending will have on generation…
 
Revocable Living Trust Maintenance Fees -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate plan…
 
What do buyers do if the home they want does not appraise? Who does the appraiser work for? If a seller's home does not appraise, do they need to sell it for a lower price? Jay & Tom discuss all of this plus more this week. Also do not miss the house of the week which is a condo in Frederick for only $175,000! House of the Week: 611 Himes Ave #112F…
 
Aside from the Self-Directed IRA, ROTH IRA and others, we explore the HSA or Health Savings Account as an investment vehicle- minus the TAXES! Jason is joined by Darlene Root of www.MutualInvestmentHoldings.com and explains how to use the HSA for your investments. The WEALTH TRANSFER is happening FAST! Protect your financial future now! Did you kno…
 
Life Insurance and Estate Taxes -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: ht…
 
Interest rates are incredibly low... Although I'm sure you already aware of this, the challenge financial advisors face is where to invest cash. Leaving cash in a bank seems like a good choice, it's safe, but that's not going to keep pace with inflation. Some estimates put inflation at 5%-6%, which means for every $100,000 earning 0% interest will …
 
An update on electronic wills, remote witnessing, and notarization legislation in Illinois. The act because law on July 26, 2021. 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…
 
More than just the RENT, there are more ways to increase revenue from your income property, whether from single family homes or apartment complexes. Jason shares some ideas on just how to do just exactly that. After which, Jason answers some of the most pertinent questions from his listeners. The WEALTH TRANSFER is happening FAST! Protect your fina…
 
Frequently asked questions about wills: I’m answering the most commonly asked questions about wills in today’s pod. -- 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 …
 
Real estate investing isn’t possible without property rights, the rule of law, and the ability to control our own properties … So when eviction moratoriums began popping up across the country in March 2020 … it understandably sparked some concern ... especially for the average mom and pop main street investor. Now nearly a year and a half into the …
 
Does intent matter? In some instances, intent is the deciding factor, however when it comes to whether your estate plan is valid...it depends! Listen to learn 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 …
 
Today’s Flash Back Friday comes from Episode 1279 originally published in September 11, 2019. Jason Hartman talks today about the news he’s seen recently while avoiding Hurricane Dorian. That includes problems with pooled assets, taking out the management fees and industries that are taking a turn for the worse that show potential weakness in the r…
 
Family Heirlooms How do you ensure that the family heirlooms go to the intended people? Listen to learn about the only way to safeguard your wishes! -- 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 …
 
How Do You Close a Trust -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://e…
 
In today's 10th episode, we have Robert Barnes, founder of Barnes Law. He is a champion of the underdog, a crusader for the constitution and an equalizer of odds! He talks about taking on the Federal Reserve through the FOIA or Freedom Of Information Act. The WEALTH TRANSFER is happening FAST! Protect your financial future now! Did you know that 25…
 
An overview of NFTs, non-fungible tokens, how they work and what do estate planning professionals need to know. 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 and com…
 
Should you get married or buy a house first? This is a struggle for many millennials and Gen. Z folks these days. Listen to find out my perspective as an estate planning attorney. -- 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 …
 
Join Jason and our local market specialist for insights on the overall economy and specific markets in Florida vs. other blue states. The WEALTH TRANSFER is happening FAST! Protect your financial future now! Did you know that 25% to 40% of all dollars every created were dumped into the economy last year??? This will be devastating to some and an op…
 
As real estate investors, we’re big fans of cash flow, leverage, and tax benefits. Today, we’re talking about an asset class that doesn’t typically provide any of those things ... But stay tuned because this is no shiny object syndrome. Like real estate, gold is real, essential, and the long-term data proves it consistently outperforms other asset …
 
Enjoy and learn from this week's FBF, originally episode 408. Jason's trademark strategies are the most tax efficient way to extract wealth from your income properties. ** LIVE ORLANDO CONFERENCE ** Join us for Empowered Investor LIVE: https://www.EmpoweredInvestor.com Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com Jason’s …
 
Summer is quickly coming to an end and school is back in session. Has this had any impact on the real estate market? Take a listen as Tom & Jay discuss the current markets in Carroll, Frederick, Washington, Adams, Franklin, Berkeley & Jefferson counties. House of the Week: https://www.dayhometeam.com/property-search/detail/42/MDFR2003262/2-second-s…
 
Aging parents? What can you do to help them protect themselves and their legacy? -- 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 …
 
We rip on probate court a lot in this podcast. What can I say, it is a government-run inheritance program? It does have its purpose, and it is certainly needed as a backup. However, here are some specific situations where the headaches of probate can be amplified (and when it might be important to look at ways to avoid probate). Contact: 513-463-67…
 
Investing With Business cycles - Per Wikipedia intervals of expansion followed by recession in economic activity. They have implications for the welfare of the broad population as well as for private institutions. Typically business cycles are measured by applying a band pass filter to a broad economic indicator such as Real Gross Domestic Producti…
 
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