26. Philanthropic Advising with Dr. Jennifer Lehman

Land & Everything Else

#Podcasting Education #Dr. Craig Lemoine & Ailie Elmore #Ailie Elmore #Dr. Craig Lemoine

22:49

Jonathan Jones is an NFL cornerback for the Washington Commanders who rose from the undrafted ranks to become two-time Super Bowl champion with the New England Patriots, a businessman, philanthropist, and licensed pilot. In 2019, Jonathan founded the Jonathan Jones Next Step Foundation in 2019, a platform dedicated to empowering youth through education, professional development, and mentorship. The foundation works to alleviate food insecurity, promote women in stem and sports, and to promote professional development in the communities where he lives. Jay and Jonathan talk about investing in the communities they live in, acknowledging the people who helped you become the person you are, and paying that same investment forward to the next generation. Episode Chapters 0:00 intro 1:24 Building local connections 4:25 Jonathan’s mentors and mentees 10:54 Jonathan’s pride in his mentees’ successes 13:04 how Jonathan chooses his causes 14:08 Jonathan’s support for girls and young women 17:19: Jonathan’s passion for flying 19:40 The Next Step Foundation 20:29 Goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at www.jayruderman.com .…

рік тому 37:14

MP3•Головна епізоду

What advice can you give… to someone who’s giving? In this episode, our guest Dr. Jennifer Lehman explains how professionals can improve estate planning and charitable giving advice with the Chartered Advisor in Philanthropy (CAP) designation. We touch on managing family discussions, planning wealth transfers, and using tools like trusts and donor-advised funds for smarter philanthropy.

Connect with us!

38 епізодів

26. Philanthropic Advising with Dr. Jennifer Lehman

Land & Everything Else

published рік тому

Поширити

MP3•Головна епізоду

Connect with us!

38 епізодів

#Podcasting Education #Dr. Craig Lemoine & Ailie Elmore #Ailie Elmore #Dr. Craig Lemoine

כל הפרקים

1
38. Tariffs, Land and the American Farmer with Steve Bruere and Dr. Bruce Sherrick 59:29

8 днів тому59:29

59:29

How resilient is American agriculture in the face of escalating trade tensions? In this episode, we’re joined by Steve Bruere of Peoples Company and returning guest Dr. Bruce Sherrick for a thought-provoking conversation on the stability of farmland investments—especially when compared to the volatility of traditional stock markets. From global pressures to local impacts, we explore how current trade dynamics are reshaping the agricultural landscape. Tune in for insights on: - The growing U.S. agricultural trade deficit—and what it means for American farmers - Farmland’s role as an inflation hedge and its potential for long-term value appreciation - The ripple effects of tariffs on input costs, export markets, and the broader food supply chain - Why permanent crop producers may be particularly vulnerable to shifting consumer preferences Whether you're an investor, policymaker, or ag professional, this episode offers key perspectives on the intersection of trade, economics, and the future of American farming. Connect with us! Steve Bruere on LinkedIn Peoples Company Dr. Bruce Sherrick on LinkedIn Ailie Elmore on LinkedIn Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

1
37. Farmland, Family, and the Tax Trap with JR Glenn 1:01:51

22 дні тому1:01:51

1:01:51

Farmland prices are soaring, turning family farms into multi-million dollar estates—but without the cash to cover the taxes. In this must-listen episode, attorney JR Glenn helps break down how estate taxes, especially in states like Illinois, can force farm sales and tear families apart. Learn how to: - Navigate the $4M state vs. $13.9M federal estate tax gap - Use gifting, titling, and trusts to protect the land - Avoid family fallout through better communication Don't lose the farm to taxes—or silence. Start the conversation now. Connect with us! JR Glenn on LinkedIn Illinois Farm Business Farm Management (FBFM) Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

1
36. Commodities and Non-Traditional Investments with Alan Hutchison 27:25

5 weeks тому27:25

27:25

Commodities play a big role in investing, but many people overlook them. Alan Hutchison from Dimensional Fund Advisors explains what they are, how they work, and why they can help strengthen your portfolio. Key Takeaways: Why investors are starting to pay more attention to commodities How today’s market trends affect commodity prices The importance of knowing supply and demand in commodity markets How adding commodities can make your investments more stable Real examples of how commodity investments can make a difference Connect with us! Alan Hutchison on LinkedIn Dimensional Fund Advisors Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

1
35. Start Thinking Rich with Dr. Brad Klontz and Adrian Brambila 33:36

7 weeks тому33:36

33:36

Dr. Brad Klontz and Adrian Brambila join the show to explain the harsh truths that will take you from broke to financial freedom. Learn how small lifestyle tweaks—like shared living spaces and public transport—can lead to big financial wins. Here are the key takeaways: • A rich versus poor mindset in financial planning • The importance of investing rather than simply spending • The influence of social media on perceptions of wealth • Practical advice for college students on beginning investment • Reflection on social circles and their impact on financial success Connect with us! Start Thinking Rich Adrian Brambila on LInkedIn Dr. Brad Klontz on LinkedIn Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

1
34. Blockchain, Big Data, and the Future of Finance with Bill Kelly 29:07

9 weeks тому29:07

29:07

From Wall Street to wealth management, our guest Bill Kelly shares how trillions have shifted into private markets, the role of technology in investment strategies, and the push for financial democratization. Tune in for his takes on due diligence, data-driven decisions, and the future of alternative investments! Connect with us! Bill Kelly on LinkedIn CAIA Association Educational Alpha Podcast Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

1
33. What to Look For in a Farmland Investment with Michael Stockburger 28:28

11 weeks тому28:28

28:28

In this episode, Michael Stockburger from Nuveen Natural Capital helps explain the complexities of investing in farmland, like timing and appreciation trends. He highlights a range of considerations such as quality, long-term goals, and patience in navigating the agricultural investment landscape. We get into: • When it’s a good time to buy or sell • Nuveen’s investment philosophy • Farmland appreciation trends over the past 20 years • The impact of rising interest rates on farming investments • The importance of ESG practices in modern agriculture Connect with us! Michael Stockburger on LinkedIn Nuveen Natural Capital Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

1
32. How Cody Garrett Found a Niche in DIY Finance 35:17

13 weeks тому35:17

35:17

Cody Garrett redefines financial planning with his 'advice only' model, empowering DIY investors to take control of their financial futures. Join us as Cody breaks down: • His journey from music to financial planning • The significance of teaching in understanding finance • Alternative investments and personal passions in financial planning • Customizing financial plans for individual needs • Shifting attitudes towards non-traditional investing Resources Mentioned: Cody’s Data Gathering Worksheet Connect with us! Cody Garrett on LinkedIn Measure Twice Planners Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

1
31. Planning for a Fulfilling Retirement with Christine Benz 26:47

15 weeks тому26:47

26:47

In this episode, we dive into the complexities of retirement with Christine Benz, emphasizing the balance between financial planning and emotional well-being. Christine also shares key themes from her book such as aging in place, proactive decision-making, and cultivating social connections to ensure a fulfilling retirement. Tune in to hear more about purpose and financial simplicity in your post-work life! Connect with us! Christine Benz on LinkedIn Morningstar, Inc. “How to Retire” by Christine Benz Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

1
30. How Alternatives Can Fit in Your Portfolio with Zach Ivey and Dan Crowley 25:46

17 weeks тому25:46

25:46

Explore smarter investing with Zach Ivey and Dan Crowley from Savant Wealth Management on this week’s episode. We dive into alternative investments, building trust with clients, and using AI to enhance wealth management—all while keeping the human touch. We break down the dynamics of equities, fixed income, real assets, and illiquid investments—all tailored to unique client needs. PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at www.savantwealth.com/important-disclosure Connect with us! Dan Crowley on LinkedIn Zach Ivey on LinkedIn Savant Wealth Management Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

1
29. Building a Financial Plan with Doug Morton and Chip Kalousek 27:16

19 weeks тому27:16

27:16

How do you take control of your financial future? Chip Kalousek and Doug Morton from Savant Wealth Management share the secrets to building a solid financial plan. Learn why having a clear process, setting personal goals, and involving both partners in decision-making can make all the difference. Discover how Savant uses online tools to give clients a complete financial check-up and how their evidence-based investing strategy helps reduce costs and increase results. Plus, hear about the exciting future of wealth management and the role young advisors will play in shaping it. PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at www.savantwealth.com/important-disclosure Connect with us! Chip Kalousek on LinkedIn Doug Morton on LinkedIn Savant Wealth Management Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

1
28. The Path to Financial Planning with Philip Wegman 27:14

21 weeks тому27:14

27:14

Philip Wegman joins “Land & Everything Else” to share his journey from Kansas State to helping clients at Emberwood Capital Partners. Philip talks about his early career, balancing client relationships with financial planning, and his advice for building a rewarding career. Get tips on smart retirement planning, tax strategies, and thriving in hybrid work. Perfect for new grads and anyone in finance! Connect with us! Philip Wegman on LinkedIn Emberwood Capital Partners - formerly IPI Wealth Management Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

1
27. Alternatives in Capital Management with John Lavery 29:07

23 weeks тому29:07

29:07

How do capital management firms handle alternatives? John Lavery from Emberwood Capital Partners joins the conversation to explain why farmland can be a valuable, steady investment despite its low trading volume and current interest rate challenges. John shares insights on succession planning for farmers and how large firms are making high-quality investments more accessible. Plus, we offer practical advice for new financial advisors on building expertise and managing firms more effectively. Connect with us! John Lavery on LinkedIn IPI Wealth Management - Now Emberwood Capital Partners Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

1
26. Philanthropic Advising with Dr. Jennifer Lehman 37:14

25 weeks тому37:14

37:14

1
25. Managing Farmland in Your Portfolio with Dave Muth 27:25

27 weeks тому27:25

27:25

Dave Muth from Peoples Company stops by to talk about all things farmland investment. He covers services like crop insurance and how they help connect investors with farmland opportunities. Dave also talks about the challenges investors face and strategies for managing different risks, from stable crops like corn to riskier options like almonds. We also preview the Land Investment Expo, a great event for learning and networking in the farmland investment world. Connect with us! Dave Muth on LinkedIn Peoples Company Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

1
24. Revolutionizing Land Investment with Carter Malloy 20:18

29 weeks тому20:18