Wealth and Law
The Wealth and Law Podcast is hosted by Brent Nelson, a partner at Rimon, P.C. who practices estate planning, tax, and family business law. The podcast explores how personal wealth intersects with the legal landscape by diving into relevant topics, teaching you what Brent has learned and engaging with guests with deep expertise in their fields.Podcasts
Artificial Intelligence and Its Many Business Uses
Published: Jan. 18, 2024, 9:59 a.m.Duration: 41 minutes 23 seconds
Listed in: Business
Corporate Transparency Act: Where We Are Now
Published: Jan. 11, 2024, 10:36 a.m.Duration: 26 minutes 45 seconds
Listed in: Business
The 3.3 Rule
Published: Jan. 3, 2024, 2:02 p.m.Duration: 1 day 4 hours 21 minutes
Listed in: Business
Artful Planning: Dealing with Artwork and Collectibles
Published: Dec. 29, 2023, 5 p.m.Duration: 31 minutes 6 seconds
Listed in: Business
Family Fights and Ways to Solve Them
Published: Dec. 20, 2023, 2:27 p.m.Duration: 41 minutes 59 seconds
Listed in: Business
Hot Topics in Tax and Trusts
Published: Dec. 11, 2023, 3:31 p.m.Duration: 27 minutes 49 seconds
Listed in: Business
A Tactical Guide to PFICs
Published: Dec. 1, 2023, 4:21 p.m.Duration: 25 minutes
Listed in: Business
A History of Trusts and Their Incredible Utility
Published: Nov. 16, 2023, 4:26 p.m.Duration: 37 minutes 57 seconds
Listed in: Business
Using Business, Balance & Bliss to Find and Maintain Happiness
Published: Nov. 6, 2023, 2:13 p.m.Duration: 23 minutes 56 seconds
Listed in: Business
The Future of Planning With Bitcoin and NFTs
Published: Oct. 22, 2023, 10:26 p.m.Duration: 31 minutes 22 seconds
Listed in: Business
Tech in the Distributed Private Wealth Practice
Published: Oct. 3, 2023, 2:27 p.m.Duration: 26 minutes 44 seconds
Listed in: Business
Unique Financial Planning for Sex Workers
Published: Sept. 23, 2023, 6:31 p.m.Duration: 28 minutes 17 seconds
Listed in: Business
Mastering Stress: Strategies for High-Performing Professionals
Published: Sept. 15, 2023, 3:11 p.m.Duration: 31 minutes 13 seconds
Listed in: Business
You Are Not a Sovereign Citizen
Published: Sept. 8, 2023, 11:49 p.m.Duration: 14 minutes 53 seconds
Listed in: Business
How to Make Good Intrafamily Loans
Published: Sept. 1, 2023, 2:10 a.m.Duration: 17 minutes 8 seconds
Listed in: Business
Redefining Retirement: Building Prosperous Money Mindsets
Published: Aug. 25, 2023, 1:38 p.m.Duration: 33 minutes 2 seconds
Listed in: Business
The Many Forms of Spousal Lifetime Access Trusts (SLATs)
Published: Aug. 18, 2023, 6:48 p.m.Duration: 43 minutes 46 seconds
Listed in: Business
Navigating Market Volatility: Consistent Planning for Meaningful Financial Gains
Published: Aug. 10, 2023, 1:41 p.m.Duration: 28 minutes 58 seconds
Listed in: Business
2023 Estate Planning Bootcamp: Wills
Published: July 26, 2023, 3:27 a.m.Duration: 19 minutes 8 seconds
Listed in: Business
2023 Estate Planning Bootcamp: Durable Powers of Attorney
Published: July 20, 2023, 2:41 p.m.Duration: 15 minutes 51 seconds
Listed in: Business
2023 Estate Planning Bootcamp: Health Care Powers of Attorney
Published: July 12, 2023, 2:11 p.m.Duration: 15 minutes 25 seconds
Listed in: Business
2023 Estate Planning Bootcamp: Revocable Trusts
Published: July 5, 2023, 2:40 p.m.Duration: 20 minutes 51 seconds
Listed in: Business
2023 Estate Planning Bootcamp: The Different Fiduciary Roles
Published: June 29, 2023, 5:07 p.m.Duration: 16 minutes 34 seconds
Listed in: Business
Top Tools for Strategic Generational Wealth
Published: June 22, 2023, 12:51 p.m.Duration: 34 minutes 36 seconds
Listed in: Business
Strategies for UHNW Families in a Dynamic Environment: Interest Rates, GRATs, SLATs, and More
Published: June 15, 2023, 2:28 p.m.Duration: 43 minutes 46 seconds
Listed in: Business
Transfer Tax Planning With Regulatory Discounts
Published: June 2, 2023, 1:11 p.m.Duration: 20 minutes 3 seconds
Listed in: Business
When Your Will Is Not a Plan
Published: May 26, 2023, 2:07 p.m.Duration: 24 minutes 50 seconds
Listed in: Business
Buy-Sell Agreements Can Preserve Generational Wealth
Published: May 18, 2023, 2:57 p.m.Duration: 17 minutes 39 seconds
Listed in: Business
How ChatGPT Can Change Your Business
Published: May 11, 2023, 2:49 p.m.Duration: 34 minutes 40 seconds
Listed in: Business
How Financial Planning is Like Fly Fishing: Navigating Asset Classes with Doug Nelson
Published: May 4, 2023, 7:45 a.m.Duration: 27 minutes 6 seconds
Listed in: Business
Proven Strategies for Building a Loyal Audience Through Podcasting
Published: April 27, 2023, 5:17 a.m.Duration: 32 minutes 9 seconds
Listed in: Business
Planning for the World Traveler: Tips for International Estate Planning
Published: April 19, 2023, 3:43 p.m.Duration: 21 minutes 35 seconds
Listed in: Business
Optimize Your Decision Making
Published: April 12, 2023, 1:55 p.m.Duration: 20 minutes 8 seconds
Listed in: Business
Master Financial Savvy
Published: April 5, 2023, 1:26 p.m.Duration: 30 minutes 23 seconds
Listed in: Business
Virtual Family Offices
Published: March 29, 2023, 12:46 a.m.Duration: 27 minutes 21 seconds
Listed in: Business
Prevent Biased Analysis
Published: March 22, 2023, 2:44 p.m.Duration: 14 minutes 53 seconds
Listed in: Business
International Tax Planning
Published: March 15, 2023, 2:44 p.m.Duration: 44 minutes 7 seconds
Listed in: Business
Current State of FBAR Penalties
Published: March 8, 2023, 1:52 p.m.Duration: 28 minutes 3 seconds
Listed in: Business
Should You Have a Podcast?
Published: March 1, 2023, 1:11 a.m.Duration: 22 minutes 18 seconds
Listed in: Business
US-China Estate Planning
Published: Feb. 15, 2023, 2:48 p.m.Duration: 40 minutes 28 seconds
Listed in: Business
Dumb TikTok Trends
Published: Feb. 8, 2023, 3:33 a.m.Duration: 19 minutes 52 seconds
Listed in: Business
Alternative Uses for FLPs
Published: Jan. 25, 2023, 3:34 p.m.Duration: 24 minutes 16 seconds
Listed in: Business
Financial Planning and Fly Fishing
Published: Jan. 18, 2023, 10:10 p.m.Duration: 31 minutes 33 seconds
Listed in: Business
How to Start a New Business
Published: Jan. 11, 2023, 12:36 p.m.Duration: 31 minutes 8 seconds
Listed in: Business
Marketing Keys for Professionals
Published: Jan. 4, 2023, 1:50 p.m.Duration: 38 minutes 7 seconds
Listed in: Business
2022 Election Aftermath
Published: Dec. 21, 2022, 2:33 p.m.Duration: 23 minutes 27 seconds
Listed in: Business
Close the Year and Start Well
Published: Dec. 14, 2022, 2:24 p.m.Duration: 26 minutes 6 seconds
Listed in: Business
Vacation HomesRewind
Published: Dec. 7, 2022, 12:39 p.m.Duration: 30 minutes 46 seconds
Listed in: Business
Optimized Charitable Lead Trusts
Published: Nov. 30, 2022, 2:22 p.m.Duration: 38 minutes 18 seconds
Listed in: Business
Finding Meaning in Profit
Published: Nov. 18, 2022, 2:17 p.m.Duration: 27 minutes 45 seconds
Listed in: Business
Smart Business Growth
Published: Nov. 11, 2022, 2:43 p.m.Duration: 29 minutes 15 seconds
Listed in: Business
Discovering Fraud
Published: Nov. 4, 2022, 11:59 a.m.Duration: 28 minutes 52 seconds
Listed in: Business
Family Offices and Private Equity
Published: Oct. 28, 2022, 1:54 p.m.Duration: 29 minutes 44 seconds
Listed in: Business
Money and Divorce
Published: Oct. 18, 2022, 1:54 p.m.Duration: 31 minutes 44 seconds
Listed in: Business
Energy Efficiency Tax Credits
Published: Oct. 12, 2022, 12:58 p.m.Duration: 30 minutes 14 seconds
Listed in: Business
How to Own a Business
Published: Oct. 4, 2022, 4:57 a.m.Duration: 31 minutes 46 seconds
Listed in: Business
Corporate Transparency Act
Published: Sept. 28, 2022, 4:54 a.m.Duration: 42 minutes 16 seconds
Listed in: Business
Where the Fleece Vests Roam
Published: Sept. 21, 2022, 1:46 a.m.Duration: 22 minutes 36 seconds
Listed in: Business
Post-Pandemic Personal Finance
Published: Sept. 14, 2022, 2:15 p.m.Duration: 29 minutes 35 seconds
Listed in: Business
Wise Money Moves in Troubled Times
Published: Sept. 7, 2022, 2:31 p.m.Duration: 38 minutes 50 seconds
Listed in: Business
Getting a Good Valuation
Published: Aug. 31, 2022, 1:06 p.m.Duration: 30 minutes 22 seconds
Listed in: Business
Business Succession Planning
Published: Aug. 24, 2022, 3:29 a.m.Duration: 31 minutes 29 seconds
Listed in: Business
Inflation Reduction Act
Published: Aug. 17, 2022, 12:46 p.m.Duration: 36 minutes 51 seconds
Listed in: Business
National Make a Will Month
Published: Aug. 10, 2022, 1:39 p.m.Duration: 13 minutes 55 seconds
Listed in: Business
Estate Planning Bootcamp: Will
Published: Aug. 3, 2022, 4:26 p.m.Duration: 19 minutes 8 seconds
Listed in: Business
Estate Planning Bootcamp: Durable Powers of Attorney
Published: July 27, 2022, 12:25 a.m.Duration: 15 minutes 51 seconds
Listed in: Business
Estate Planning Bootcamp: Health Care Powers of Attorney
Published: July 20, 2022, 4:22 p.m.Duration: 15 minutes 25 seconds
Listed in: Business
Estate Planning Bootcamp: Revocable Trusts
Published: July 12, 2022, 8:16 p.m.Duration: 20 minutes 51 seconds
Listed in: Business
Estate Planning Bootcamp: The Different Fiduciary Roles
Published: July 6, 2022, 1:27 p.m.Duration: 16 minutes 34 seconds
Listed in: Business
Life Insurance for Foreigners
Published: June 23, 2022, 3:27 p.m.Duration: 28 minutes 8 seconds
Listed in: Business
Planning With Inflation
Published: June 15, 2022, 1:57 p.m.Duration: 16 minutes 44 seconds
Listed in: Business
Trustees for Blended Families
Published: June 8, 2022, 1:53 p.m.Duration: 41 minutes 5 seconds
Listed in: Business
Foreign Real Estate Ownership
Published: June 1, 2022, 1:03 p.m.Duration: 22 minutes 26 seconds
Listed in: Business
Building a Modern Practice
Published: May 25, 2022, 4:01 a.m.Duration: 30 minutes 31 seconds
Listed in: Business
Building Generational Wealth-Rewind
Published: May 18, 2022, 7 p.m.Duration: 49 minutes 28 seconds
Listed in: Business
Maximize Low Markets
Published: May 11, 2022, 1:33 p.m.Duration: 37 minutes 57 seconds
Listed in: Business
The SECURE Act Proposed Regulations
Published: May 4, 2022, 3:31 p.m.Duration: 16 minutes 49 seconds
Listed in: Business
Trust Decanting
Published: April 27, 2022, 2:14 p.m.Duration: 33 minutes 4 seconds
Listed in: Business
Crypto Currencies and Trusts
Published: April 20, 2022, 12:58 p.m.Duration: 42 minutes 3 seconds
Listed in: Business
CRT Rollovers
Published: April 13, 2022, 1:45 p.m.Duration: 34 minutes 35 seconds
Listed in: Business
Educating Youth About Personal Finance
Published: April 6, 2022, 6:43 a.m.Duration: 31 minutes 35 seconds
Listed in: Business
SALT Deduction Workarounds
Published: March 23, 2022, 3:34 a.m.Duration: 37 minutes 54 seconds
Listed in: Business
ACTEC Conference Highlights
Published: March 16, 2022, 2:04 p.m.Duration: 15 minutes 53 seconds
Listed in: Business
Estate Planning for Women
Published: March 2, 2022, 2:10 p.m.Duration: 29 minutes 23 seconds
Listed in: Business
Racial Inequality in Estate Planning
Published: Feb. 23, 2022, 2:07 p.m.Duration: 38 minutes 40 seconds
Listed in: Business
Preserving Generational Wealth
Published: Feb. 16, 2022, 1:52 p.m.Duration: 31 minutes 17 seconds
Listed in: Business
Sustainable Investing
Published: Feb. 9, 2022, 3:47 a.m.Duration: 34 minutes 22 seconds
Listed in: Business
Charitable Remainder Trusts
Published: Feb. 2, 2022, 2:14 p.m.Duration: 33 minutes 7 seconds
Listed in: Business
Planning in a Volatile Market
Published: Jan. 26, 2022, 5:51 p.m.Duration: 19 minutes 37 seconds
Listed in: Business
2022 Market Update
Published: Jan. 19, 2022, 3:36 p.m.Duration: 37 minutes 24 seconds
Listed in: Business
Financial Planning Tune Up
Published: Jan. 12, 2022, 4:22 p.m.Duration: 40 minutes 10 seconds
Listed in: Business
Real Estate Investing
Published: Jan. 5, 2022, 2:56 p.m.Duration: 1 hour 2 minutes 10 seconds
Listed in: Business
Estate Planning New Years Resolutions
Published: Dec. 29, 2021, 2:06 p.m.Duration: 31 minutes 23 seconds
Listed in: Business
Whats Happening to the Build Back Better Act?
Published: Dec. 22, 2021, 3:18 p.m.Duration: 40 minutes 21 seconds
Listed in: Business
The End of the Britney Spears Conservatorship
Published: Dec. 16, 2021, 12:41 a.m.Duration: 40 minutes 13 seconds
Listed in: Business
Top Five Things to do Before the End of the Year
Published: Dec. 8, 2021, 2:31 p.m.Duration: 20 minutes 39 seconds
Listed in: Business
Podcast Highlights
Published: Dec. 1, 2021, 2:24 p.m.Duration: 25 minutes 21 seconds
Listed in: Business
Year-End Planning Around Tax Changes
Published: Nov. 24, 2021, 1:18 p.m.Duration: 39 minutes 30 seconds
Listed in: Business
Money Saving Tax Tips
Published: Nov. 17, 2021, 1:36 p.m.Duration: 37 minutes 40 seconds
Listed in: Business
The Newest Tax Proposals
Published: Nov. 10, 2021, 2:32 p.m.Duration: 51 minutes 8 seconds
Listed in: Business
Protecting Against Elder Abuse
Published: Nov. 3, 2021, 3:55 p.m.Duration: 41 minutes 8 seconds
Listed in: Business
Billionaires Get Taxed
Published: Oct. 27, 2021, 1:01 p.m.Duration: 38 minutes 38 seconds
Listed in: Business
Whats Happening in the Markets?
Published: Oct. 20, 2021, 2:19 p.m.Duration: 39 minutes 30 seconds
Listed in: Business
Catch the News?
Published: Oct. 13, 2021, 1:43 p.m.Duration: 19 minutes 51 seconds
Listed in: Business
How to Plan with Proposed Tax Changes
Published: Oct. 6, 2021, 2:32 p.m.Duration: N/A
Listed in: Business
Directed Trustees
Published: Sept. 29, 2021, 3:47 a.m.Duration: 31 minutes 11 seconds
Listed in: Business
Tax Talk With John Strohmeyer
Published: Sept. 22, 2021, 1:19 p.m.Duration: 23 minutes 23 seconds
Listed in: Business
Whats In the New Proposed Tax Bill?
Published: Sept. 15, 2021, 2:51 p.m.Duration: N/A
Listed in: Business
U.S. & Canada Proposed Tax Changes
Published: Sept. 8, 2021, 1:17 p.m.Duration: 43 minutes 23 seconds
Listed in: Business
Wealth Planning & Cryptoassets
Published: Sept. 1, 2021, 2:55 p.m.Duration: 47 minutes 22 seconds
Listed in: Business
Social Media Marketing for Professionals
Published: Aug. 25, 2021, 2:47 p.m.Duration: 42 minutes 7 seconds
Listed in: Business
Building a Modern Estate Planning Practice
Published: Aug. 18, 2021, 2:33 p.m.Duration: 47 minutes
Listed in: Business
Britney Spears Conservatorship Update
Published: Aug. 11, 2021, 2:11 p.m.Duration: 38 minutes 53 seconds
Listed in: Business
Donor Advised Funds
Published: Aug. 4, 2021, 2:25 p.m.Duration: 47 minutes 52 seconds
Listed in: Business
Hot Planning Issues This Year
Published: July 28, 2021, 1:36 p.m.Duration: 37 minutes 47 seconds
Listed in: Business
Personal Finance & Travel
Published: July 21, 2021, 2:44 p.m.Duration: 38 minutes 23 seconds
Listed in: Business
Buy-Sell and Cross Purchase Agreements
Published: July 14, 2021, 2:45 p.m.Duration: 48 minutes 9 seconds
Listed in: Business
Income in Retirement: Financial Planning for Life 2.0
Published: July 7, 2021, 1:49 p.m.Duration: 42 minutes 41 seconds
Listed in: Business
Cross Border Investing and Retirement Planning
Published: June 30, 2021, 2:34 p.m.Duration: 46 minutes 58 seconds
Listed in: Business
Medicaid and Long Term Care Planning
Published: June 23, 2021, 12:57 p.m.Duration: 39 minutes 52 seconds
Listed in: Business
Whats in the Green Book?
Published: June 9, 2021, 4:33 a.m.Duration: 44 minutes 12 seconds
Listed in: Business
Must Have Estate Planning Documents
Published: June 2, 2021, 2:18 p.m.Duration: 26 minutes 35 seconds
Listed in: Business
Life Settlement Transactions
Published: May 26, 2021, 3:32 p.m.Duration: 42 minutes 5 seconds
Listed in: Business
Things That Grind Our Gears This Week
Published: May 19, 2021, 2:29 p.m.Duration: 29 minutes 13 seconds
Listed in: Business
The Perils of IRS Code Section 2104(b)
Published: May 12, 2021, 3:19 p.m.Duration: 26 minutes 30 seconds
Listed in: Business
What We Know Today About the Proposed Biden Tax Plan
Published: May 5, 2021, 2:49 p.m.Duration: 44 minutes 42 seconds
Listed in: Business
Forming Your Own Non-Profit
Published: April 28, 2021, 1:58 p.m.Duration: 53 minutes 34 seconds
Listed in: Business
New York Estate & Tax Planning
Published: April 21, 2021, 1:46 p.m.Duration: 37 minutes 44 seconds
Listed in: Business
Incorporating Charitable Planning into Your Portfolio & Tax Strategy
Published: April 14, 2021, 2:25 p.m.Duration: 35 minutes 37 seconds
Listed in: Business
Building Generational Wealth
Published: April 7, 2021, 2:13 p.m.Duration: 49 minutes 6 seconds
Listed in: Business
The Aftermath of Game Stop
Published: March 31, 2021, 1:33 p.m.Duration: 38 minutes 9 seconds
Listed in: Business
Attorney Wellness
Published: March 24, 2021, 1:32 p.m.Duration: 53 minutes 55 seconds
Listed in: Business
The Power of Cryptocurrency
Published: March 17, 2021, 4 p.m.Duration: 51 minutes 10 seconds
Listed in: Business
Top 5 Ways to Spend Your Stimulus Check
Published: March 10, 2021, 2:47 p.m.Duration: 41 minutes 33 seconds
Listed in: Business
An Estate Planning Attorneys Perspective of the Britney Spears Conservatorship
Published: March 3, 2021, 2:37 p.m.Duration: 46 minutes 45 seconds
Listed in: Business
Vacation Homes
Published: Feb. 24, 2021, 2:08 p.m.Duration: 31 minutes 30 seconds
Listed in: Business
Demystifying Investments
Published: Feb. 17, 2021, 4:30 p.m.Duration: 52 minutes 44 seconds
Listed in: Business
US-Colombia Cross Border Planning
Published: Feb. 10, 2021, 4:20 p.m.Duration: 45 minutes 50 seconds
Listed in: Business
Generational Wealth
Published: Feb. 3, 2021, 2:35 p.m.Duration: 44 minutes 57 seconds
Listed in: Business
Community Property Hacks
Published: Jan. 27, 2021, 2:57 p.m.Duration: 39 minutes 57 seconds
Listed in: Business
Designating a Trust as the Beneficiary of an IRA in the Age of the SECURE ACT
Published: Jan. 20, 2021, 2:27 p.m.Duration: 47 minutes 33 seconds
Listed in: Business
A Lawyers Perspective on the Assault on the Capitol
Published: Jan. 13, 2021, 2:36 p.m.Duration: 1 hour 7 minutes 15 seconds
Listed in: Business
Improving Money Habits
Published: Jan. 6, 2021, 2 p.m.Duration: 34 minutes 11 seconds
Listed in: Business
2020 Wrap Up
Published: Dec. 30, 2020, 2:38 p.m.Duration: 43 minutes 56 seconds
Listed in: Business
US-Mexico Cross Border Planning (Part 2)
Published: Dec. 23, 2020, 2:04 p.m.Duration: 38 minutes 9 seconds
Listed in: Business
US-Mexico Cross Border Planning (Part 1)
Published: Dec. 16, 2020, 2:39 p.m.Duration: 48 minutes 1 second
Listed in: Business
Penalty Clauses
Published: Dec. 9, 2020, 3:57 p.m.Duration: 1 hour 3 minutes 1 second
Listed in: Business
Digital Marketing For Lawyers and Financial Advisors
Published: Dec. 2, 2020, 2:25 p.m.Duration: 43 minutes 40 seconds
Listed in: Business
Post-Election Estate Planning (Part 2)
Published: Nov. 25, 2020, 1:41 p.m.Duration: 36 minutes 18 seconds
Listed in: Business
Post-Election Estate Planning (Part 1)
Published: Nov. 18, 2020, 2:45 p.m.Duration: 39 minutes 49 seconds
Listed in: Business
Reconciling after the Election
Published: Nov. 11, 2020, 2:08 p.m.Duration: 34 minutes 54 seconds
Listed in: Business
Incapacity Planning
Published: Nov. 4, 2020, 2:25 p.m.Duration: 43 minutes 5 seconds
Listed in: Business
Family Limited Partnerships
Published: Oct. 28, 2020, 2:26 p.m.Duration: 30 minutes 30 seconds
Listed in: Business
Business Development in a Pandemic
Published: Oct. 21, 2020, 2:59 p.m.Duration: 31 minutes 8 seconds
Listed in: Business
Navigating Equity Compensation packages
Published: Oct. 14, 2020, 2:08 p.m.Duration: 52 minutes 15 seconds
Listed in: Business
Common Cross Border Tax Surprises
Published: Oct. 7, 2020, 2:32 p.m.Duration: 54 minutes 3 seconds
Listed in: Business
Lessons From The Trump Tax Returns
Published: Sept. 30, 2020, 1:38 p.m.Duration: 43 minutes 40 seconds
Listed in: Business
Nevada Trust Law
Published: Sept. 23, 2020, 1:40 p.m.Duration: 40 minutes 30 seconds
Listed in: Business
Final Quarter Financial Review
Published: Sept. 16, 2020, 1:42 p.m.Duration: 52 minutes 14 seconds
Listed in: Business
Easing Into the Knowledge of Wealth
Published: Sept. 2, 2020, 2:27 p.m.Duration: 54 minutes 32 seconds
Listed in: Business
LIVE! Using Extra Estate Tax Exemption
Published: Aug. 28, 2020, 12:43 a.m.Duration: 37 minutes 26 seconds
Listed in: Business
Estate Planning Before and After Divorce
Published: Aug. 26, 2020, 1:47 p.m.Duration: 1 hour 3 minutes 8 seconds
Listed in: Business
Covid, the Biden Tax Plan, and Estate Planning
Published: Aug. 19, 2020, 1:47 p.m.Duration: 1 hour 10 minutes 35 seconds
Listed in: Business
LIVE: Top Ten Ways to Build Family Wealth
Published: Aug. 12, 2020, 2:10 p.m.Duration: 27 minutes 56 seconds
Listed in: Business
Using Revocable Trusts
Published: Aug. 5, 2020, 2:30 p.m.Duration: 1 hour 8 minutes 2 seconds
Listed in: Business
Fintech and Financial Literacy
Published: July 29, 2020, 1:46 p.m.Duration: 53 minutes 35 seconds
Listed in: Business
The Insiders Take on Investment Management
Published: July 15, 2020, 2:40 p.m.Duration: 55 minutes 17 seconds
Listed in: Business
Episode 16: The Power of the Step-Up in Basis
Published: July 8, 2020, 2:44 p.m.Duration: 44 minutes 38 seconds
Listed in: Business
Episode 15: The Role of Technology in A Distributed Workforce
Published: July 1, 2020, 5:03 p.m.Duration: 1 hour 32 seconds
Listed in: Business
Episode 14: CARES Act Retirement, Qualified Improvement Property, and NOL Changes
Published: June 24, 2020, 2:34 p.m.Duration: 54 minutes 14 seconds
Listed in: Business
Episode 13: Financial Planning During COVID-19
Published: June 17, 2020, 2:25 p.m.Duration: 57 minutes 27 seconds
Listed in: Business
Episode 12 (Express): We Are Anti-RACIST
Published: June 8, 2020, 3:31 p.m.Duration: 12 minutes 2 seconds
Listed in: Business
Episode 11: Mom Died, Now What?
Published: May 27, 2020, 2:32 p.m.Duration: 1 hour 39 seconds
Listed in: Business
Episode 10: Asset Protection (Part 2)
Published: May 20, 2020, 3 p.m.Duration: 39 minutes
Listed in: Business
Episode 9: Asset Protection (Part 1)
Published: May 13, 2020, 12:08 p.m.Duration: 46 minutes 35 seconds
Listed in: Business
Episode 8: Electronic Wills
Published: May 6, 2020, 2:46 p.m.Duration: 48 minutes 34 seconds
Listed in: Business
Episode 7: What You Need To Know About Life Insurance
Published: April 29, 2020, 1:44 p.m.Duration: 52 minutes 44 seconds
Listed in: Business
Episode 6: Is America Safe For Canadians?
Published: April 22, 2020, 4:13 a.m.Duration: 45 minutes 47 seconds
Listed in: Business
Episode 5: SECURE Act Top 5 + Trusts
Published: April 15, 2020, 3:05 p.m.Duration: 38 minutes 31 seconds
Listed in: Business
Episode 4 (Express): Employee Retention Credit
Published: April 10, 2020, 4:36 p.m.Duration: 7 minutes 44 seconds
Listed in: Business
Episode 3 (Express): Payroll Protection Program
Published: April 10, 2020, 4:17 p.m.Duration: 8 minutes 27 seconds
Listed in: Business
Episode 2: Trusts
Published: April 8, 2020, midnightDuration: 37 minutes 57 seconds
Listed in: Business
Episode 1: Introduction
Published: April 7, 2020, 11:28 p.m.Duration: 7 minutes 2 seconds
Listed in: Business