Кращі подкасти про Future Planning (2024)

1
Counsel for the C-Suite: Management Representation in M&A with Christian Chandler and James Greifzu 30:45

3d ago30:45

30:45

In a typical M&A transaction, the interests of the executives and management team can significantly diverge from the other parties to the transaction making it essential to retain independent counsel, separate from the buyer and the seller. In this episode, Erin Nicholls and Michael Clear are joined by Partners Christian Chandler and James Greifzu,…

1
44: What to do When Your Athlete Doesn't Feel Good Enough 26:38

6d ago26:38

26:38

In today's episode I dive into why your athlete might not be feeling good enough, and some small adjustments to make to help support them. It's such a tough thing to see young women go through, and is so much more common than they realize! Connect with us: Our College Planning Program Submit a Question for the Podcast Instagram Facebook Group…

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Speaker Series: Divorce-Proofing Your Dynasty with Trusts 9:48

9d ago9:48

9:48

Navigating estate planning amidst divorce can be complex. On the third episode of our speaker series, Partner Matt Smith emphasizes the need for adaptable and forward-thinking strategies to protect assets across varying state laws. Highlighting cases where outdated estate plans clash with the modern realities of marriage, divorce, and inheritance, …

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43: Advice for First Time College Athlete Parents // COACHING SESSION 12:03

13d ago12:03

12:03

LISTEN TO THIS IF YOU'RE A PARENT WHO JUST SENT YOUR ATHLETE TO COLLEGE FOR THE FALL In today's episode we kick off our bi-weekly coaching sessions where I answer questions from you all! There's so much advice out there for student-athletes leaving for college but what about the parents? I dive into some advice for moms and dads over the next few m…

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Business Valuation Strategies with Evan Levine and Nainesh Shah of Complete Advisors 31:19

16d ago31:19

31:19

Timing is crucial for clients looking to gift before the potential sunset of the estate and gift tax exemption at the end of 2025.In today’s episode, Partner Erin Nicholls sits down with Evan Levine, Founder of Complete Advisors as well as his colleague, Nainesh Shah, lead analyst, who specializes in business valuations for trust and estate plannin…

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42: Happy Sept 1st 2026s! 20:55

20d ago20:55

20:55

In this episode I cover all the hype about Sept 1st, the dead period from Aug 28th - Sept 3rd and what to do if you don't get the interest and calls you wanted on Sept 1st. If you're looking to go in depth individually grab a discounted meeting with me! (For the class of 2026, ends 9/30). Connect with us: ⁠⁠Our college planning program⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠…

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Speaker Series: Prenups – Protecting Your Assets Before Saying “I Do” 12:48

30d ago12:48

12:48

With our second episode in our speaker series, Partner Helen Heintz dives into the increasingly common practice of drafting prenuptial agreements. Highlighting the evolution of her clientele over nearly two decades, Helen outlines the shift towards safeguarding inherited wealth in first and second marriages—primarily driven by concerned parents wan…

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41: Most Common Questions About Athletes From College Coaches 22:40

1M ago22:40

22:40

On this episode I'll go through the most common questions about our athletes that I got from college coaches this summer! Starting in September we'll also be transitioning to weekly episodes, with mini coaching sessions based on questions you all submit. Share your questions here so we can answer them for you on future episodes! Connect with us: ⁠O…

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Navigating the Tax Landscape: Insights on Gifting 14:57

1M ago14:57

14:57

On this episode, Partner Vanessa Maczko details where we are now with taxes and gifting, and where we are going. She discusses what is not a taxable gift and how to use your estate and gift tax exemptions. Vanessa also delves into what it means when the high exemption rates are expected to sunset in 2026, and what can be done with little to no exem…

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40: A conversation with Jess & Heather of Fundamental Fastpitch 43:27

2M ago43:27

43:27

In today's episode I welcome Jess Tanner and Heather Maloney of Fundamental Fastpitch to chat all things player development and becoming the type of athlete that college coaches look for. We start the conversation in elementary school, so this is a great one for parents of littles too! Next week on the Fundamental Fastpitch Podcast they're launchin…

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Seal the Deal: The Art of Selling Companies with M&A Expert Jacob Koenig 26:12

2M ago26:12

26:12

Jacob Koenig, Managing Director and Partner of Woodbridge International, sits down with Partners Erin Nicholls and Michael Clear to discuss his firm’s unique approach to selling companies, including their focus on marketing and their ability to reach an extensive network of well-vetted potential buyers. The conversation touches on current market co…

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39: Choosing a Travel Ball Team 18:47

2M ago18:47

18:47

This week on the podcast it's all about travel ball - I share some red flags to look for when looking at teams and hopefully start some good conversations for your family! Our college planning program⁠⁠⁠ ⁠⁠⁠Instagram⁠⁠⁠ ⁠⁠⁠Facebook Group⁠⁠⁠Quincy Lewis-Buggs

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The Entrepreneur’s Guide to Equity: Structuring for Success: Part 2 22:59

2M ago22:59

22:59

On this episode, Partners Erin Nicholls and Michael Clear continue their conversation with Wiggin and Dana Partner Jack Sousa, on entrepreneurship, equity, and entity structuring. They dive deep into the entrepreneur's guide to equity, employee stock options, and the strategic importance of early legal advice, with particularly valuable insights on…

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38: Conversations We're Having with College Coaches 26:05

2M ago26:05

26:05

The month of June flew by! I was out every weekend chatting with coaches about our athletes and also learning their perspectives to share with you all. In this episode I cover the transfer portal, standing out to college coaches, and more! Our college planning program⁠⁠ ⁠⁠Instagram⁠⁠ ⁠⁠Facebook Group⁠⁠…

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Launching “Future Focused: Private Wealth Insights” 4:36

3M ago4:36

4:36

In the latest podcast episode, host Michael Clear introduces the “Future Focused: Private Wealth Insights” blog, a platform designed to help optimize and protect your financial future. Explore domestic and international estate planning strategies, tax optimization, and more, with regularly updated content to keep you informed about the latest trend…

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IG Private Wealth Management-Don Fox-June 29, 2024 45:01

3M ago45:01

45:01

Questions for your advisor / A.I. and financial planning / Happy 'financial' Canada Day eh! / Longevity denialCHML

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IG Private Wealth Management-Don Fox-June 22, 2024 45:48

3M ago45:48

45:48

Ditching DIY retirement planning / Why we do what we do / Wedding season / Summer financial funCHML

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37: Catching up with our Athletes at the End of Freshman Year 44:55

3M ago44:55

44:55

This week on the podcast I chat with three alumnae of our 1:1 softball specific college planning program! Learn from Paige Bergan (Kings College), Keri Wesneski (Houghton University), and Jocelyn Jean (Elmira College) as they share some of their story and experiences throughout freshman year! Our college planning program⁠ ⁠Instagram⁠ ⁠Facebook Grou…

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The Entrepreneur's Guide to Equity: Structuring for Success 22:39

3M ago22:39

22:39

Discover the intersection between founding ventures and estate planning on today’s episode of Future Focused. Wiggin and Dana Partner Jack Sousa, a founder of wiggin(x) and co-chair of our Emerging Company and Venture Capital Group sits down with Partners Erin Nicholls and Michael Clear and offers invaluable insights into the client experience on W…

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IG Private Wealth Management-Don Fox-June 15, 2024 46:13

3M ago46:13

46:13

Interest rates & housing / Capital gains taxes / Father's Day financial planning / What's old is new againCHML

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IG Private Wealth Management-Don Fox-June 8, 2024 47:47

3M ago47:47

47:47

CHML

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36: How I Tackled Showcase Season as a College Coach 15:50

3M ago15:50

15:50

Surprise! We're now launching new episode's on Thursday so you can listen together as a family on the way to your tournament this summer! In today's episode I take listeners through my planning process as a college coach for the summer and individual showcase tournaments. Our college planning program⁠ ⁠Instagram⁠ ⁠Facebook Group⁠…

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A Guide for Business Owners: Navigating the Complexities of Estate Planning 15:46

3M ago15:46

15:46

Business owners have their own set of challenges to address when considering estate planning strategies, including family concerns, personal concerns and operation of the business itself. On this episode, Partner Michael Clear supplies a roadmap of estate planning options for business owners that seek to address these challenges. He reviews the thr…

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35: 1:1 College Planning Enrolling Now // HERE'S WHAT TO KNOW 20:59

4M ago20:59

20:59

We are currently accepting athletes in grad years 2025-2028 in our 1:1 softball specific college planning program! Listen to this episode to get to know the ins and outs of the program, how we support our athletes, and more! Set up a meeting to learn how we can support you Our college planning program⁠ ⁠Instagram⁠ ⁠Facebook Group⁠…

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IG Private Wealth Management-Don Fox-June 1, 2024 47:41

4M ago47:41

47:41

Guest - Jill Archer Regional Estate & Insurance Specialist I.G / Discussing Capital Gains Tax grab affects everyoneCHML

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34: Quincy's Story 34:55

4M ago34:55

34:55

This week on the podcast Quincy, Diamond Dynamics Softball Owner and the voice you hear each episode, is getting real and raw about her own high school college planning and college coaching experiences. Want to chat with her after listening? Connect in the following ways: Our college planning program Instagram Facebook Group…

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IG Private Wealth Management Don Fox-May 25, 2024 45:17

4M ago45:17

45:17

Divorce planning / The spender and the saver / Buying a car? / MailboxCHML

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IG Private Wealth Management-Don Fox-May 18, 2024 45:15

4M ago45:15

45:15

Philip Petursson - Chief Investment Strategist - IGCHML

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33: 5 Things Committed 2024s Forget About 22:48

4M ago22:48

22:48

Our 2024s were not thrilled that they didn't get their own grad year week, so here we are chatting all about 2024s on the podcast this week. It's such an exciting time for you all, and I can't wait to see what amazing things you accomplish over the next 4 years! Email List Facebook Group InstagramQuincy Lewis-Buggs

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IG Private Wealth Management-Don Fox-May 11, 2024 47:34

4M ago47:34

47:34

CHML

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32: 5 Things 2028 Parents Forget About 20:23

5M ago20:23

20:23

We're kicking off 2028 week with 5 things 2028 parents tend to forget about! Tune into our social media and join our grad year specific email list for more content! Feeling overwhelmed after listening? Jump on my schedule for a call and we can chat about how our program can support you! Email List Facebook Group Instagram…

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IG Private Wealth Management Don Fox-May 4, 2024 48:00

5M ago48:00

48:00

Guest-Shahrshad Rajabzadeh V.P. National Sales I.G. InvestmentsCHML

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31: 5 Things 2027s Forget About 28:09

5M ago28:09

28:09

We're kicking off 2027 Week with 5 things 2027s tend to forget about! Tune into our social media and join our grad year specific email list for more content! Feeling overwhelmed after listening? Jump on my schedule for a call and we can chat about how our program can support you! Facebook Group Email List Instagram…

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IG Private Wealth Management Don Fox-April 27, 2024 46:18

5M ago46:18

46:18

Budget breakdown / First time home buyers / Home equity / Captial gains taxCHML

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30: 5 Things 2026s Forget About 22:58

5M ago22:58

22:58

We are kicking of 2026 Week with 5 things 2026s tend to forget about! Tune into our social medias and join our grad year specific email list for more content! Feeling overwhelmed after listening? Jump on my schedule for a call and we can chat about how our program can support you! Facebook Group Email List Instagram…

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IG Private Wealth Management Don Fox-April 20, 2024 48:00

5M ago48:00

48:00

RDSP & ODSP / Capital gain reserves / Tax refund, to get one or not? / Investor behaviorCHML

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29: 5 Things 2025s Forget About 16:55

5M ago16:55

16:55

We are kicking off 2025 Week with 5 things 2025s tend to forget about! Tune into our social media and join our grad year specific email list for more content! Feeling overwhelmed after listening? Jump on my schedule for a call and we can chat about how our program can support you! Facebook Group Email List Instagram…

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IG Private Wealth Management Don Fox-April 13, 2024 47:01

5M ago47:01

47:01

RESP strategies / My CRA account / Cyber fishing attacks / Tax tips for 1st timersCHML

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The CTA is Here to Stay: Reporting Requirements under the Corporate Transparency Act 22:17

5M ago22:17

22:17

On this episode, Partners Michael Clear and Erin Nicholls review the requirements under the Corporate Transparency Act (“CTA”) now in effect. They discuss what exemptions available to entities, who the beneficial owners are, when to file reports, and other insights into what is needed to comply with the CTA. Be sure to tune into this episode and re…

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28: Hard Truths About College Athletics with Two Former College Coaches 43:22

5M ago43:22

43:22

Today on the podcast we have a unique guest...my former college volleyball coach husband! We met back in 2017 at the College of the Holy Cross as assistant coaches and here we are 7 years later. We dive into how your travel ball team can help/hurt you, parent roles, identifying talent as a coach, emails, camps, and more that college coaches aren't …

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IG Private Wealth Management-Don Fox-April 6, 2024 46:25

6M ago46:25

46:25

Dollar cost averaging / Time in the market / Life insurance myths / Tax tipsCHML

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IG Private Wealth Management-Don Fox-March 30, 2024 47:37

6M ago47:37

47:37

Special guest: Jill Archer Regional Insurance & Insurance Specialist I.G.CHML

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Teaching the Value of the Dollar: Guest Tom Henske Makes Total Cents 29:23

6M ago29:23

29:23

Do your children think money grows on trees? Do they understand the value of a dollar? On this week’s episode, Partner Michael Clear sits down with Tom Henske, author of It Makes Total Cents, which gives parents tools to have an honest conversation with their kids about the value of money and the importance of starting the conversation at a young a…

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27: Using High School Softball to your Advantage 27:55

6M ago27:55

27:55

Today on the podcast I'm discussing all things high school softball season! From why most college coaches want you to play high school ball, to how to use it to your advantage as you make relationships with them I'll cover a bit of everything. If you're struggling with how to connect with coaches leading up to the summer, let's jump on a call and d…

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IG Private Wealth Management Don Fox-March 23, 2924 47:30

6M ago47:30

47:30

FHSA strategies / Planning is like a box of chocolatesc / FOMO & the irrational investor / Improve your investment successCHML

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IG Private Wealth Management Don Fox-March 16, 2024 48:17

6M ago48:17

48:17

Finacial spring cleaning / Retirement withdrawal strategies / Retirement mythsCHML

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26: A conversation with Softball Climate's Jill Karwoski 41:10

6M ago41:10

41:10

Today on the podcast we welcome Jill Karwoski, owner of Softball Climate and 20+ year college coaching veteran. She is using her experiences as a college coach to foster change by expressing truths and empowering coaches and parents in today's softball climate. On the podcast she discusses how to choose a travel ball team, evaluate your daughter's …

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IG Private Wealth Management-Don Fox-March 9, 2024 45:46

6M ago45:46

45:46

Financial planning for doctors / Tax time! / TFSA pitfalls / Canada Pension PlanCHML

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Lessons Learned with Larry Lipoff: Live From the 58th Annual Heckerling Institute on Estate Planning Conference 18:10

7M ago18:10

18:10

On this episode, Partner Michael Clear sits down with Larry Lipoff, CPA, TEP, CEBS, who is a Director in CohnReznick’s Trusts and Estates Practice, to discuss the key takeaways from the 58th Annual Heckerling Institute on Estate Planning Conference. They dive into topics such as the “Rockefeller Waterfall,” planning with fluctuating interest rates,…

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IG Private Wealth Management Don Fox-March 2, 2024 44:08

7M ago44:08

44:08

Estate Planning Special guest: Jill Koehler I.G. - Regional Estate & Insurance SpecialistsCHML

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