Podcast And Blog
PODCAST EPISODE 214: 401(k) Stolen, Family Tries to Kill Father
EPISODE SUMMARY Topics Covered:Gilbert man groomed, then scammed out of entire 401(k)(By AZFamily.com) This Darkly Humorous Life Insurance Ad Has the Best Legal Disclaimer in Ad History(By Adweek.com) Five Questions to Ask if You Are Named Executor of an Estate(By The Wall Street Journal) WHAT WAS COVERED 00:00 – Paul welcomes the show. 01:50 – Topics Overview. 02:45 – Article…
PODCAST EPISODE 213: Are you taking Social Security at the right time?
EPISODE SUMMARY Topics Covered in Today’s Episode: Here’s Exactly How to Optimize for the $3,895 Social Security Monthly Max (By The Motley Fool) WHAT WAS COVERED 00:00 – Paul welcomes listeners. 02:00 – Covering the topics of the day. 03:00 – Motley fool article “Here’s Exactly How Optimize 3895 Social Security” 09:50 – Cory’s spreadsheet sorcery. 21:25 – Why you…
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…
