Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
…
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内容由Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn提供。所有播客内容（包括剧集、图形和播客描述）均由 Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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What does a CFP® Professional learn? Pt. 6 Estate Planning
Manage episode 438106034 series 3464589
内容由Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn提供。所有播客内容（包括剧集、图形和播客描述）均由 Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
🎙️ Dive into the essential world of estate planning with our latest episode, "What does a CFP® Professional learn? Pt. 6 Estate Planning”.
🎧 Bri and Dr. Jay finish their conversation around the CFP® process and learnings with the fundamentals on Estate Planning—asset disposition, ownership types, gifting rules, and the gross estate. 🏠
They help unravel the complexities of estate tax calculations 💰, exemptions, and generation-skipping transfer tax, while covering vital documents like wills and powers of attorney 📜, and the probate process through their insightful conversation.
And explore strategies for business succession, charitable gifting 🎁, and managing digital assets 💻.
This episode equips you to understand Estate Planning from the CFP® and childfree lens to ensure your legacies are thoughtfully planned and preserved. 🌟
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
102集单集
分享
Manage episode 438106034 series 3464589
内容由Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn提供。所有播客内容（包括剧集、图形和播客描述）均由 Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
🎙️ Dive into the essential world of estate planning with our latest episode, "What does a CFP® Professional learn? Pt. 6 Estate Planning”.
🎧 Bri and Dr. Jay finish their conversation around the CFP® process and learnings with the fundamentals on Estate Planning—asset disposition, ownership types, gifting rules, and the gross estate. 🏠
They help unravel the complexities of estate tax calculations 💰, exemptions, and generation-skipping transfer tax, while covering vital documents like wills and powers of attorney 📜, and the probate process through their insightful conversation.
And explore strategies for business succession, charitable gifting 🎁, and managing digital assets 💻.
This episode equips you to understand Estate Planning from the CFP® and childfree lens to ensure your legacies are thoughtfully planned and preserved. 🌟
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
102集单集
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类似 Childfree Wealth® 的节目
Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
…
continue reading
Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
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continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
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Join the Mad Fientist as he interviews personal-finance icons like Mr. Money Mustache, Ramit Sethi, and JL Collins to discover the strategies they used to achieve financial independence and retire early! Learn about investing, tax avoidance, entrepreneurship, travel hacking, real estate, and all things related to financial independence and early retirement!
…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
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…
continue reading
Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.joincolossus.com
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continue reading
Want financial freedom through real estate investing? Then the BiggerPockets Real Estate Podcast is for you. Sit down every Monday, Wednesday, and Friday with Dave Meyer, the Head of Real Estate at BiggerPockets, as he uncovers tried and true tactics and shares candid conversations with real estate investors who are building wealth in today’s market. Join Dave to walk through deals that went right (and wrong) and learn the strategies you can deploy—start growing your side income today to tak ...
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Player FM -播客应用
使用Player FM应用程序离线！
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