Podcast And Blog
PODCAST EPISODE 212: Celebrity Attorney Shares Estate Planning Horror Stories
EPISODE SUMMARY Topics Covered: Today we Welcome Our Guest Speaker: Alex Weingarten, Partner at Willkie Farr & Gallagher LLP Visit www.Willkie.com Or email Alex at [email protected] WHAT WAS COVERED 00:00 – Paul welcomes the show. 02:30 – What causes estate settlements to drag on? 04:20 – How estate plans get litigated. 07:45 – Why “heir conditioning” is important. 22:20 –…
PODCAST EPISODE 211: The 2021 Reconciliation Spending Bill & Its Impact on Your Retirement
EPISODE SUMMARY Topics Covered: Topics Covered in Today’s Episode:“CNN Article giving some detail to the spending set forth in the Bill”by CNN “Ways and Means releases list of tax provisions for budget bill”By Journal of Accountancy “House Democrats propose new retirement plan rules for the rich, including contribution limits and a repeal of Roth conversions”By CNBC “Hidden In The Reconciliation…
PODCAST EPISODE 210: Beyond Meat Stock Prices, Retirement Questions & Tax Traps
EPISODE SUMMARY Topics Covered: Should I Retire? 9 Exercises to Help You Decide if You Should Call It Quits The Stock Market Fails a Breathalyzer Beware of the Tax Traps in Retirement WHAT WAS COVERED 00:00 – Episode begins. 00:35 – Paul welcomes listeners. 03:00 – Reviewing the article style: “the Listicle”. 06:45 – Article Breakdown: “Should I Retire? 9…
PODCAST EPISODE 209: We Think They Should Build a Vacation Home, The Wall Street Journal Doesn’t
EPISODE SUMMARY Topics Covered: The Wall Street Journal – “Can This Couple Afford to Build Two Vacation Homes? A Financial Adviser Weighs In.” WHAT WAS COVERED 00:00 – Episode begins 00:35 – Paul welcomes listeners 06:30 – Article Breakdown: “Can This Couple Afford to Build Two Vacation Homes? A Financial Adviser Weighs In.” 19:15 – Discussing how term life insurance…
PODCAST EPISODE 208 – Day Trading to High Tax Bills & Suze Orman’s 5 Best Pieces of Financial Advice
EPISODE SUMMARY Topics Covered: Article 1 – How a Robinhood newb got an $800k tax bill on $45k profit Article 2 – Fidelity’s Hiring Spree Is a Cautionary Signal Article 3 – Suze Orman’s 5 Best Pieces of Financial Advice WHAT WAS COVERED 00:00 – Episode begins. 00:35 – Paul welcomes the listeners. 02:00 – Highlighting headlines. 04:30 – Article Breakdown:…
PODCAST EPISODE 207 – Houses, Truckloads Of Crypto, And James Brown’s 100 Million Dollar Estate
EPISODE SUMMARY Black swan housing market events, truckloads of revenue in the crypto market and James Brown’s 100 million dollar estate are taking up provocative headlines in recent days. Instead of just reading headlines, look beyond the headlines with Paul and Cory in this week’s episode and discover what to make of the real stories, how to engage in smart…
