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Estate Plans: The Sticking Point The discussion around estate plans is rarely easy- especially with parents and grandparents. Dealing with one’s mortality, potentially different treatment of beneficiaries, emotional baggage
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This is the best time I have ever seen for generational estate planning Interest Rates are at generational lows which provides extra leverage an flexibility in moving assets out of an estate Valuations for assets are low due to
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As businesses and business owners struggle COVID-19; impact on operations going forward, I thought it would be useful to revisit the issue of asset protection for wealthy families. Liability is around every corner and the best
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With the tensions brought on by the confinement, new roles and financial pressures of the Coronavirus, I thought it would be good to take a new look at one of the greatest threats to wealth . . . Divorce. High-end family law
May 25, 2020 •
Blog, Common Sense Economics, Dangerously Uninformed Commentary, Entrepreneurs, Finance & Economics, Guest Opinions, Podcasts, Politics & Policy, Psychology, Worth Reading and Watching • Views: 662
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https://mehlmancastagnetti.com/wp-content/uploads/After-COVID-Mehlman-Q2-2020.pdf The political consulting firm, Mehlman Castagnetti, put together an interesting presentation on what a post-COVID world is going to look like.
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The COVID-19 phenomenon has created worldwide economic upheaval and problems for many business owners. One area where the coronavirus has created opportunity is in the field of estate planning. I was able to speak with AARON
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In this episode we dive into the world of real estate development and the use of LED conversions to save money and drive returns. Joining us is Judd Stensrud. Judd is the founder and CEO of LUMEN GLOBAL. The firm uses energy
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Leanna Haakons is a financial marketing expert, entrepreneur and author of bestseller, Young, Fun & Financially Free. In addition, Leanna is the EIC of TheWellthyMindset.com, and says Millennials those in their
April 23, 2020 •
Blog, Common Sense Economics, Current Market Data, Entrepreneurs, Finance & Economics, Financial Essentials, Frazer's "Go-To" Finance Websites, Guest Opinions, Podcasts, Worth Reading and Watching • Views: 593
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In the latest episode of the Wealth Actually podcast, we get to sit down with Scott Johnston the author of Campusland. This is Scott’s second appearance on WA, but the first where Scott discusses his book. It made it to #15
March 30, 2020 •
Blog, Common Sense Economics, Common Sense Policy, Entrepreneurs, Finance & Economics, Guest Opinions, Podcasts, Political Expressions and the Occasional Rant, Politics & Policy, Science & Technology, Worth Reading and Watching • Views: 725
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First off, we’re sending best wishes to our listeners. Hopefully, everyone is getting by with the onset of the coronavirus. We have a long way to go to get back to some semblance of normalcy, so take care of yourselves. As
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Housekeeping: Podcasts drop on Thursday usually in time for your commute- you can subscribe on most of your favorite outlets. HAVEN PELL’s blog can be found here: PUNDIFICATOR (Ep.47 was recorded in early December before
March 18, 2020 •
Blog, Common Sense Economics, Common Sense Policy, Dangerously Uninformed Commentary, Finance & Economics, Foreign Affairs (of the non-romantic variety . . .), Podcasts, Political Expressions and the Occasional Rant, Politics & Policy, Worth Reading and Watching • Views: 570
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Housekeeping: Podcasts should land generally land on Thursdays. You can subscribe to the podcasts on major podcast networks. HAVEN PELL’S Blog can be found here: PUNDIFICATOR On this week’s podcast, we have some back
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The Impact of Fanboys, Haters and Cancelling on Social Media and Internet Culture- Haven and I hit these topics . . . . Fanboys and Haters in Wealth Management and Financial Twitter Hater Culture in Politics Creating Adversaries
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This week we have a special interview with Peter Goodrich on the tax ramifications of working with crypto-currencies. We packed a lot of information and debate in this quickly evolving field. PETER GOODRICH is a Manager in the
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HOUSEKEEPING: Podcasts are scheduled to post every Thursday morning just before the EST commute . . . and now for this week’s podcast. Occasionally, you get to look at someone’s vision for the future and it fires
