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Estate Planning Strategies

Christopher Small

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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.
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The Planning Podcast

No5 Chambers

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Hosted by No5 Chambers and guests provide expert commentary on planning & environmental law; planning appeals; judicial review; local authorities; and the housing and development issues facing England and Wales.
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Strategic Planning Podcast

Mike Flanders

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Financial and retirement planning guidance from Mike Flanders of the Strategic Planning Corporation in Colfax, NC. We’ll strive to make sure you have a clear view of all the issues that impact your decisions so that you’re prepared for your financial future.
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Planning XChange

Jess Noonan & Peter Jewell

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Planning Xchange is an interview series of built environment professionals doing interesting work beyond the ordinary. Guests include town planners, architects, urban designers, landscape architects, academics, historians, CEO's (and much much more!). Featuring podcast hosts Jess Noonan and Peter Jewell.
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Hosted by Jeffrey Bellomo, Esq., CELA, LLM, and over 20 years of experience practicing in estate planning. We’ll discuss all things Estate Planning and Law. Our mission is to help educate so that what happened to the Bellomo family doesn’t happen to you. We hope to answer your most burning questions and support you with a solution to estate planning that works for you and your loved ones.
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Navigating Estate Planning With Rose Harper Law

navigatingestateplanningwithroseharper

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Leaving a Legacy: Navigating Estate Planning with Rose Harper Law is a podcast dedicated to making estate planning simple and accessible. Hosted by legal experts, each episode breaks down essential topics to help you protect your loved ones, minimize stress, and ensure your legacy is secure.
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Global Travel Planning

Tracy Collins

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Embark on a journey with us around the world. The global travel planning podcast is filled with travel inspiration, itinerary ideas, real life adventures, practical tips and insights to fuel your wanderlust and help you make your travel dreams a reality.
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We break down the complex world of financial planning into real, relatable conversations. Hosted by Tyler Hafford and the team at Penobscot Financial Advisors, we explore how thoughtful planning can help you take control of your finances—so your money can support the life you’re living today while building the future you’ve always imagined. To view our disclaimers and privacy policy: https://penobscotfa.com/disclosures-privacy/
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Booked on Planning

Booked on Planning

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Booked on Planning is a podcast that goes deep into the planning books that have helped shape the world of community and regional planning. We dive into the books and interview the authors to glean the most out of the literature important for preparing for AICP certification and just expanding your knowledge base. ​We are all busy with our day to day lives which is why we condense the most important material into short 30 minute episodes for your commute, workout, or while you are cleaning u ...
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Complete Estate Planning

Nick Rosenbauer

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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.
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Planning Phase Syndicate

Planning Phase Syndicate LLC

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Planning phase syndicate is a collective of X-Wing miniatures game players, sharing their experiences with the game. They will strive to bring you a variety of content from training and how to videos all the way to streamed games and hot meta-takes. The show’s focus Will be both to teaching new players as well as helping to hone those veterans skills. With fun, educational, and creative content, they will endeavor to add value to the listeners X-Wing experience. With some in-depth discussion ...
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Have We Got Planning News for You is a light-hearted review of the last two weeks developments by five barristers from across the Planning Bar: Paul Tucker KC, Mary Cook, Sasha White KC, Thea Osmund-Smith, Charles Banner KC and Christopher Young KC. We invite a special guest from the most influential ranks of the Planning World, and we host a special topic each week from Garden Cities to Planning Reform. The views expressed by our guests are their own and do not necessarily represent the vie ...
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Are you ready to own the college planning process as a softball family? Then you’re in the right place! I’m your host, Quincy Lewis-Buggs, and I’m a former DI, D2, and D3 college coach, D2 pitcher, and education/athletic administration major. Join me (along with some amazing guests) as we discuss college planning, finding your perfect fit, academics, and more! COMMUNITY: https://www.diamonddynamics.org/connect-with-us.html CONNECT: [email protected] WORK WITH ME: https://www.diamond ...
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Congratulations on your engagement! The Pre Nup is a wedding planning podcast to help you plan for your big day! Each week, we are joined by the top wedding professionals, celebrity brides, and more to discuss wedding inspiration, wedding planning mistakes, wedding tips, wedding advice, and wedding trends! Subscribe now or forever hold your peace!
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Kowal Investment Group - Now Creative Planning

Kowal Investment Group - Now Creative Planning

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With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping you realize your vision. You can listen to the Kowal Investment Group - now Creative Planning, "Retirement Clinic" podcasts, with retirement and inve ...
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Planning After Dark

Planning After Dark

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Welcome to Planning After Dark, the bold and insightful podcast where three powerhouse women in planning and development—Alex Notay, Catriona Riddell, and Jackie Sadek—shine a light on the industry’s biggest challenges, trends, and, yes, even a bit of behind-the-scenes gossip. With decades of experience shaping policy, leading major urban regeneration projects, and influencing government decisions, these experts bring candid conversations, deep insights, and refreshing perspectives to the wo ...
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McGuireWoods is thrilled to announce the launch of a new podcast hosted by Steve Murphy, chair of the firm’s private wealth services practice group. “Legacy Planning, Once Removed” explores estate planning and provides steps for the management of wealth throughout life and upon death. Steve showcases meaningful ways to pass wealth on to others and accomplish donors’ financial short- and long-term goals. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficia ...
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Informed Decisions Independent Financial Planning & Money Podcast

Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)

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Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
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Everything Estate Planning

Valerie Zammitti

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Our goal is to provide valuable information so you can reach PEACE OF MIND through planning. FOLLOW NOW so you are armed with straight forward planning tips for when you're ready to get started! EASIEST WAY TO REACH US: https://www.zammittilaw.com http://www.yourplanningattorney.com ABOUT VAL -- Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helped her find estate planning, elder law and probate as her focus. Valerie’s natural care-giver ten ...
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Welcome to conversations about Advance Care Planning. This is the podcast where we talk about Advance Care Planning, what it is, how to do it and why it matters. Conversations about Advance Care Planning has grown from my passion to support professional understanding and promote public awareness about planning ahead. If you are a team looking to provide better end of life care, or set up a one off or complete education programme in end of life care head to https://www.speakformelpa.co.uk whe ...
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The Verdict: Estate Planning Through Film

Farella Braun + Martel LLP

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Welcome to The Verdict: Estate Planning Through Film podcast by Farella Braun + Martel’s Private Client Group. In each episode, Farella Family Wealth Partner Hons Yung and his guest will provide an entertaining look at family wealth and estate planning topics through well-known Hollywood movies. Along with thought-provoking discussions of real-world legal issues, the episodes will include lively conversations about the movie itself, including fun facts, favorite scenes, and more. And lastly, ...
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Wealth Planning for the Modern Physician

David B. Mandell, JD, MBA

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Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician’s personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
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Financial Life Planning for Busy Parents

Mike Morton, CFP®, RLP®, ChFC®

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Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, ins ...
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College Planning Simplified

Arielle Villanueva

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College planning is stressful! We bring you the latest news on choosing a good fit college, presenting yourself effectively in college applications, writing effective college essays, building a successful high school resume, and navigating the college admission process successfully.
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***Voted "Most Informative Podcast" in the Disney Podcast Awards*** A Disney World planning show covering topics that include touring plans, packing tips, travel with kids, Disney Dining Plan, which rides to ride, Disney resorts, magical touches to add to your trip + lots more. Visit WDWPrepSchool.com for even more tips.
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Steadfast Care Planning

Kelly Augspurger

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Steadfast Care Planning is for people who want to learn how to best plan for their longevity including how to navigate extended care, long-term care insurance options, and other challenges that older adults face. Join Kelly Augspurger, Certified Senior Advisor (CSA)® and long-term care insurance specialist as she has thought-provoking conversations with industry professionals. Tune in as Kelly guides you on how to plan for care to live well.
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Let's Get You Wed! The Wedding Planning Podcast

Hannah Rose & Hayley Waller

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Join Hannah (wedding planner expert) and Hayley (wedding florist extraordinaire) here to spill the tea on the inside of wedding planning and everything that goes with it! Expect our honest opinions, the real juice on what happens on a wedding day, with a few tips thrown in between, and of course, just a chat between friends! Not only will you come away laughing (more at us than with us!) you will also get a few very helpful (of course) top tips to take away for your wedding planning – all fo ...
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Wedding Planning Podcast

Kara Lamerato

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Get ready to experience the ALL NEW WAY to thrive throughout your engagement by embracing who you are, prioritizing what you value, and ultimately designing an unforgettable wedding celebration of your dreams! Welcome to the WEDDING PLANNING PODCAST, where we say “NO” to the $72 billion dollar wedding industry, and we say “YES” to a more joyful engagement season where your mindset, values & wedding strategy are all in perfect alignment with YOU. Ready to get started?
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Welcome to the Steadfast Wealth Planning Podcast, where faith and financial wisdom come together to help you build a prosperous future. Hosted by Cody Stansell, Owner and Senior Wealth Advisor, this podcast offers expert advice on Christian-based financial planning for individuals, families, and business owners looking to create a life of purpose and fulfillment. In each episode, we cover a range of topics, including investment strategies, tax planning, retirement preparation, and wealth man ...
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Planning & Beyond™

Ashley Quamme

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Planning & Beyond™ transforms how financial advisors approach client relationships by bridging psychological insights with practical planning strategies. Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, each episode delivers actionable techniques you can implement in your next client meeting. Unlike traditional financial planning podcasts that focus primarily on technical aspects, Planning & Beyond explores the behavioral and psychological elements that shape ...
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Get ready to explore hassle-free online bridesmaid dress shopping with featured brand, Lulus Weddings! Tune in & discover how you can enjoy a successful online bridesmaid dress shopping experience, including: Professional bridesmaid styling ideas, Struggling with piecing together colors or patterns in a mismatch dress situation? No worries! Lulus f…
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Text us to share what you found helpful! Financial trauma silently shapes your clients' decisions regardless of their net worth—and Rahkim Sabree reveals exactly how to spot it. This conversation unpacks how childhood experiences, observed behaviors, and systemic barriers create powerful money beliefs that persist even when clients achieve financia…
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Most parents try to split up everything evenly for their children but how do you do that with a home? While bank accounts and retirement funds can be easily divided, a house poses unique challenges. It’s a very common estate planning discussion in our office and one that we recently got asked about. What are the options for splitting a home between…
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Listener Q&A where Andy talks about: Buffer ETFs and whether they can be used as replacements for CDs in building a ladder for upcoming years' expenses ( 4:29 ) His thoughts on direct indexing and whether it's worth doing to try to make non-qualified accounts for tax-efficient ( 14:11 ) Whether or not it's practical to implement a bucketing strateg…
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On this week's coaching session I cover common mistakes athletes are making when it comes to using social media to connect with college coaches! SUBMIT YOUR OWN QUESTION Connect with us: ⁠⁠⁠Our college planning program⁠⁠⁠⁠⁠⁠⁠ & Support Options ⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠Quincy Lewis-Buggs
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Selling a home usually means something big is happening—maybe it's a fresh start, a major transition, or closing one chapter to begin another. But for most people, selling a home can be overwhelming. That’s where Kasey King comes in. She’s the founder of Bodacious Properties, LLC, and she’s built a business around helping people navigate all aspect…
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This week we are discussing surprise weddings, like literally turning up to what you think is a party and someone is actually getting married! Have you been to one? What did you think? We would love to know, get in touch with us @letsgetyouwedpodcast or email us [email protected] Rose & Hayley Waller
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This week, Angela discusses the current financial market volatility in April 2025, emphasizing the theme 'Faith Over Fear.' She explores how investors can navigate uncertainty by understanding the nature of investing, the composition of financial markets, and the importance of having a solid financial plan. Key Takeaways 💡 The current financial mar…
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This week, we’re getting behind the lens with Brian Marcus, the legendary wedding photographer behind Fred Marcus Studio, a New York City institution with over 80 years of luxury weddings under its belt. From capturing icons like Mary Tyler Moore and Eddie Murphy to snapping LeBron James’s wedding (!!), Brian’s seen it all—and he’s here to spill. W…
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On this episode of the Dentist Money Show, Kyle Francis, founder of Professional Transition Strategies joins Matt to break down the evolving landscape of dental practice transitions. He emphasizes the importance of education, preparation, and strategic decision-making. They talk about some of the common misconceptions about DSOs and highlight the b…
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#349 | Why Blended Families Need Crystal Clear Estate Plan 🤍Blended families are beautiful… and complex.🤍 However, when it comes to estate planning, complexity without clarity can lead to courtroom chaos. In this short video, Valerie highlights a crucial, yet often overlooked, piece many forget when planning for a blended family — and the significa…
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We share the highlights of our recent trip to Madrid, Seville and Barcelona, including our favorite tours, how we got around, where we stayed and what we'd do differently next time. • Split our three weeks across Madrid, Seville, and Barcelona with a week in Portugal in between • Had to adjust our original plans to visit northern Spain due to train…
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Are you losing sleep over your wedding plans? Wedding stress can feel insurmountable, but not when you have Sal and Sam on your side! This podcast is for engaged couples who are stressed out with wedding planning and family expectations but want a fun wedding day. Join us as we share essential strategies to navigate wedding planning stress. Plus, o…
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Here we are one week out from Richmond SQ and we are looking to talk about how to prep for a larger tournament. We also look at some lists from Showdowns that caught our eye that you should be on the lookout for. Links --------- Youtube: https://www.youtube.com/channel/UCRX-7c7R0_FlTZZ2Vtdi_9Q Willow Links: https://wlo.link/@planningphasesyndicate …
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Welcome to The Verdict: Estate Planning Through Film. I'm Hons Yung, and today I’m joined by Farella Senior Associate Taylor Porter to discuss the movie Mamma Mia! With ABBA's blend of pop, rock, and disco setting the tone, Taylor and I discuss some of the common estate planning issues blended families face and the importance of keeping estate plan…
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A new perspective on preservation is the topic of our conversation with Erica Avrami on her groundbreaking book "Second Order Preservation." This episode challenges everything you thought you knew about historic preservation, pushing beyond the binary "listed or not listed" mentality that has dominated the field for decades. What happens when we sh…
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In episode 458 of WDW Prep to Go, Brittany discusses her detailed Disneyland trip with her family, covering everything from hotel stays at Hyatt Place Anaheim to park itineraries, dining, and strategies for navigating rides and wait times. She also shares insights from their non-park days in Newport Beach and Fullerton, ending with reflections on t…
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This week we begin ranking DL and DCA rides as only we can. This may be the closest we have come to actual fists-to-cuffs for our opinions, or it is probably just one guy's opinion getting the others riled up. We know this list is not going to gain any fans, but it is still fun. To be continued next week.…
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Janice Carnevale, founder of Bellwether Events, joins Leah to discuss the intricacies of planning at-home weddings! She shares her insights as a luxury home-wedding planner and highlights the importance of coordinating logistics and extra considerations to make sure your guests are taken care of, no matter your budget! Tune in next Monday for the r…
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In the second of our behind-the-scenes series of podcasts, Dani, James and I continue sharing plans for the 2025 ACP Conference. In this episode, we focus on the Advance Decision to Refuse Treatment session with Professor Celia Kitzinger, and the professional lens through which I will be presenting the session on Lasting Power of Attorney. I’ll be …
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In this episode of the Trend Talk series, a companion podcast for APA's 2025 Trend Report for Planners, Joe DeAngelis, AICP, research manager at the American Planning Association, chats with author and urban planning professor Justin Hollander, FAICP. Listen as they examine the potential for human settlements on the Moon and Mars, and discover the …
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Chaunsy Weisensel and John White share myths about retirement savings, spending, and more, examine market volatility and history of the markets, and discuss how you can help your children understand money and finances.Kowal Investment Group - Now Creative Planning
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In Episode 54 of the Real Life Planning Podcast, Vekevia Tillman-Jones, CFP®,MBA, walks rental real estate investors through the second part of our deep dive into IRS Schedule E—focusing on understanding expense categories and depreciation. Whether you’re preparing your real estate numbers to share with your tax preparer or want to understand how y…
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We got a thoughtful question from Amanda last week, who said: ‘I’ve been saving for retirement, but I’ve never actually made a plan.’ And she’s not alone. There are plenty of people who’ve built solid savings but haven’t connected the dots to what retirement will actually look like. So today, we’re talking about the first steps to turn good saving …
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One common feature of daily life in every generation is that everyone is busy and struggles with being productive. This episode explores lessons from sports — in particular, golf — as a metaphor for helping us start our day in a way that makes it productive and meaningful.McGuireWoods
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In this first episode of a two-episode interview, host David Mandell speaks with Cory Kleinschmidt, an industry veteran in the locum tenens space. Cory shares his journey into the field, which began unexpectedly in the late 1990s when he helped develop LocumTenens.com, a job board that played a significant role in the industry’s growth. He later fo…
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Episode 67 of the SWP podcast features the return of one of our favorite voices in the space, Vijay Swaminathan, CEO and co-founder of Draup. Vijay and I dive deep into the evolving role of the workforce planner in the age of generative AI — from hype to real ROI. We explore how AI is shifting the meaning of “workforce” to include workflows, why ou…
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Welcome aboard! This week we welcome on Joe from Back To The Mouse to play a little bit of Love it or hate it DCL style. Word of the Day - (Doug Forgot) Cruise News - By Back To The Mouse.com What is Norwegian bring to thier island. Check out Back To the Mouse .com Find us on Social Media More of Michelle More of Doug The Original Rope Drop Radio R…
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How Do I Know If I’m On Track For Retirement? Do you lose sleep wondering if your retirement savings will be enough? You're not alone. The most common concern we hear isn't about becoming wealthy—it's about avoiding becoming a burden on family in later years. In this enlightening discussion, Senior Wealth Advisor Cody Stansell tackles the question …
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In this episode, Peter Klenk dives into the world of wills—what they are, how they work, and common misconceptions. Learn how different states handle probate, why some systems are more frustrating than others, and what that means for your loved ones. 4oKlenk Law
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In this jam-packed episode of Planning After Dark, Alex Notay, Catriona Riddell, and Jackie Sadek kick things off by righting some wrongs - shouting out the influential women in planning they regret missing last time, from Pat Brown to Janice Morphet. Then it’s off to the South of France (metaphorically, and soggily) for a no-holds-barred MIPIM rou…
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Our Special Guest this week, returning for a fourth time, is Joanna Averley, Chief Planner at the Ministry of Housing, Communities and Local Government. We ask Joanna about the current and pending reforms to planning law and policy. An Appeal Decision involving Churchill Retirement Living against Bournemouth Christchurch and Poole Council regarding…
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Episode Summary In this episode of Leaving a Legacy, estate planning attorney Rose Harper breaks down the key differences between wills and trusts, helping you determine which option best suits your needs. Rose explains how probate can impact your estate, the advantages of trusts for business owners and parents, and why having a comprehensive estat…
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In the premiere episode of Dollars to Dreams, Tyler Hafford and Hannah Tackett break down the emotional and strategic realities of market volatility. They explore why panic-selling can derail your financial goals and why staying invested through downturns is often the smartest move. Using real-world examples and behavioral insights, they offer clea…
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In this week's podcast I talk about what's on a lot of people's minds - the markets. As many expected, the media ran amock with the 'Liberation Day' announcements, and the resultant panicked actions of some investors led to the markets falling (as they do, a lot, temporarily!). Last Friday it seemed that every post I saw on Linkedin was by an advis…
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With the return of our quarterly episodes, Victoria and Nikita share their thoughts on the Planning and Infrastructure Bill, and the Court of Appeal’s judgment in the Mead case which considered the role and relationship of the NPPF and PPG. We are also pleased to welcome Nick Grant, barrister at Landmark Chambers, back to the podcast to share his e…
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This week on Five Minute Finance, Matt Robison and I break down a simple, stress-reducing, four-part framework for choosing your investments. Yes, we still love low-cost index funds—but smart investing is more than just picking one and hoping for the best. We explore how to think about asset allocation, minimize costs, rebalance your portfolio, and…
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Daniel Henderson is joined by pupil barrister in the No5 Planning and Environmental Group, Chatura Saravanan, to discuss a number of recent appeal decisions concerning residential schemes, and to identify key takeaways. Also, we have includes the links to some of the appeals discussed. Character and appearance and PDL Land at 1-5 Hillside, Portsmou…
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Send us a text Ever wondered about long-term care insurance options through your employer? 🤔 Dive into the fastest-growing segment of LTC: the employer group market! 📈 Let's explore the exciting changes and options available! 1🔍 Did you know that the employer group market is the fastest-growing segment of long-term care? From guaranteed issue solut…
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In PX129 our guest is Jeffrey Mason of the Charter Cities Institute. Jeffrey joined CCI as a Researcher in 2019. His research interests include urban economics, structural transformation, special economic zones, and technology ecosystems. He has worked on policy advisory projects in Nigeria, Tanzania, Zambia, and Honduras, among other countries. Pr…
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In this episode of Planning Aces, three forward-looking finance leaders share how they’re transforming planning and forecasting inside their organizations. CFO Kevin Rhodes of Extreme Networks discusses the dual lens through which he evaluates AI—external monetization and internal productivity. Brendon Sullivan, CFO of 2X, reveals how a post-PE inv…
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