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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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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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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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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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Welcome to Planning Reimagined, a podcast by Robin Glen that gives you an exclusive peek into the wealth-building strategies of high-net-worth individuals. In every episode, we discuss the intricate world of securing wealth and creating a lasting legacy, exploring actionable strategies and insightful discussions to empower you on your journey.
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Planning Unplugged

Womble Bond Dickinson (UK) LLP

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Plan ahead with Planning Unplugged, the podcast series from Womble Bond Dickinson. In each episode, join members of the firm's UK planning team as they discuss changes in the sector - from biodiversity net gain to application fees - and what it means for you.
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Every week, Don Fox of Fox Group Private Wealth Management shares his Financial Planning advice with you. With over 35 years of experience, Don has advised clients on the A-Z’s of Financial Planning. It’s that experience that brings a down to earth approach to help you navigate today’s financial stressors. To quote Don, “It all starts with a comprehensive financial plan” and every week Don and his team share real life financial stories and solutions.
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Orlando Holiday Planning

Orlando Insider Travel Agents

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Planning a holiday to Orlando? Everything you need to know for your holiday to Walt Disney World, Universal Orlando, Legoland Florida, plus cruises from Port Canaveral & Miami and more! Listen to unbiased and independent reviews of hotels, theme parks, restaurants, cruise ships and airlines, along with all the best tips and hacks for your holiday to Orlando. And why do all the hard work of planning your Walt Disney World holiday when you can let your own Orlando Guru do it all for you. Leave ...
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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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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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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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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, 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 views of the panellists.
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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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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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Listen in as Chris Hammond teaches you how to easily plan for your retirement. In this podcast Chris Hammond, RICP® discusses: how to help you turn your retirement savings into a lifetime paycheck, Social Security, Medicare... and also dives deeps into some of the most popular personal finance books of all time with the goal of helping you more easily plan for an amazing retirement. Join the Retirement Planning Made Easy community by visiting www.RetirementPlanningMadeEasy.com.
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If you are feeling overwhelmed by planning your wedding and wondering how to plan a wedding, this podcast was created for you. Expert wedding planner, florist, venue owner, Non-profit CEO, digital wedding planning product creator, author, and speaker, Sarah Lizabeth is sharing her process for planning a wedding with you weekly. And now, Sarah will be your new best friend because just like a trusted friend, she won't sugarcoat anything about wedding planning. Listen to her successes and failu ...
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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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The UK Travel Planning Podcast is full of practical tips and advice to help you plan your dream trip to the UK whether you are visiting England, Scotland, Wales or Northern Ireland. Travel expert Tracy Collins shares years of knowledge and experience of travelling to, and around, the UK to help you plan your UK itinerary. Listen to special guest interviews full of travel inspiration and practical tips for popular and off the beaten path destinations. Learn more about the best ways to travel ...
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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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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 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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With Richard Kimblin KC, 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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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 tips , strategies and various & sundry, not necessarily politically-correct thoughts on the whole college application and scholarships kit and kaboodle. Brought to you by Pearl and Andy Lockwood, best-selling authors, financial aid and admissions consultants based in Long Island New York, a/k/a one of the spazziest places on earth for college stress, weird ultra-competitive behavior by parents and teens! For more info, visit www.LockwoodCollegePrep.com
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Let's ditch the wedding planning "must-dos", stress, & pressure, so you can plan the wedding of YOUR dreams... on budget! Jamie Wolfer is an experienced wedding planner and host of a very popular YouTube channel with wedding advice. She's got love for all couples on all budgets and empowers each couple to plan their wedding around what matters most to them personally. No one size fits all weddings here. In this podcast, Jamie answers real questions from engaged couples in her community. Occa ...
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Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. T ...
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Digital Planning Podcast

Jennifer Zegel, Ross Bruch, and Justin Brown

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Listen to our digital planning podcast and learn about all things digital as to estate planning, business planning, and estate administration. Your hosts, attorneys Jennifer Zegel, Ross Bruch, and Justin Brown — will guide you through the digital world with the intent to keep you informed of developments and updates in this ever-changing space. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.
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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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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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show series
 
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Will, and Rabih review the Fed's recent response to inflation and the effect on interest rates. They also discuss the FTC's ban on non-compete agreements and how that could affect dentists. Finally, they analyze the econom…
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Leadership in FP&A: All three CFOs emphasize the role of finance in leading and driving business performance through strategic foresight, detailed operational insights, and proactive engagement. Technology and Innovation: There is a strong inclination towards integrating new technologies like AI to enhance the capabilities of finance teams and impr…
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We know that making sure your family is taken care of is important to building your legacy. However, have you actually thought about true generational wealth building and why it means so much more than making sure your family has assets past your life? In this episode of Planning Reimagined, Kris and Celeste welcome Mark Auten to discuss personal a…
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In this episode, host Sarah Lizabeth dives into one of the most exciting yet sometimes challenging parts of wedding planning: selecting your bridal party. Join us as she shares tips, tricks, and hilarious anecdotes to help you assemble the ultimate dream team for your special day. Choosing your bridal party can be a daunting task, but fear not! Sar…
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How would you feel if you had no control over who inherited from you? This is precisely what happens when a person passes away without a will: they give up their freedom to choose who their beneficiaries are and how they inherit. In this episode we discuss what it means to die intestate (without a Will) and the impact it has on those you leave behi…
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The sandwich generation - where individuals find themselves caught between supporting aging parents and adult children. Several areas require careful balancing including financial planning, healthcare coordination, and legal and estate planning to navigate the challenges of caregiving effectively. Emphasizing open communication and setting clear bo…
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Jeff welcomes retired attorney and businessperson Susan Hunter. Before developing a state-of-the-art indoor dog park and boarding-grooming-training facility in Nevada, Susan ran a successful elder law firm in Indiana. Back then, Susan and Jeff took time from their practices to co-teach a systematized approach of practice to elder law, estate planni…
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Explanation of the Required Minimum Distribution ("RMD") rules for inherited IRAs Links in this episode: The IRS's Single Life Expectancy Table Charles Schwab's Inherited IRA Withdrawal Rules Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube chan…
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In PX116 our guest is Stephen Rowley. Stephen is the author of two books, ‘Movie Towns and Sitcom Suburbs: Building Hollywood’s Ideal Communities’ and ‘The Victorian Planning System: Practice, Problems and Prospects’. In February 2022 he was made of a Fellow of the Planning Institute of Australia, the citation included: ‘Over the first 20 years of …
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In episode 18 of the Global Travel Planning Podcast, join us on a journey to Queensland, Australia, with special guest Melissa Delaware, the editor, owner, and face of the Queensland travel guide website. Melissa shares her expert knowledge of Queensland and offers practical tips for anyone planning a trip to this iconic region. Together, Tracy and…
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Want to make your wedding day stress-free and memorable? Ever thought about the crucial elements every couple should remember for their special day? This podcast is for engaged couples who are stressed out with wedding planning and family expectations but want a fun wedding day. In today's edition, discover the must-haves for every couple, from wed…
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STREAMLINE + SIMPLIFY has been a tagline for the WPP literally since I created the show way back in 2015. (Look closely, it's even on our old logo!) Not only are these two of my favorite words in the English language - that I try and live by in ALL aspects of my life - more specifically, they perfectly summarize my approach to wedding planning. Eve…
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In episode 96 of the UK Travel Planning Podcast, hosts Tracy and Doug Collins discuss easy day trips from London by train. They delve into the details of five convenient and captivating destinations, providing insights into which train station/s to depart from, travel durations, and must-see attractions in each destination. From the historic city o…
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As we have discussed on this podcast, legacy planning is not just about transferring money. It’s also about transferring values and relationships. And often the transfer of specific property goes hand-in-hand with the fostering of those values and relationships. To this end, many clients hope to pass along a family vacation home, farm or other gath…
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In this week's episode, Matt Robison and I delve into the essential lesson from renowned economist Robert Shiller: don't get swept away by stock market hype. Join us as we explore the implications of the Shiller PE ratio, currently standing at a lofty "34," we unpack Shiller's groundbreaking research and its practical applications for investors. Wi…
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💡Welcome back to the Steadfast Care Planning podcast, the show that helps you plan for care to live well. Our guest is Todd Keitz, not just a seasoned CEO of My Care Friends and 17 Commerce, but also a compassionate caregiver advocate drawing from his profound personal experience. Todd's caregiving journey began unexpectedly when he was just nine y…
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Welcome aboard! This week embark on Icon of the Seas with Anthony. Here what this experienced cruiser has to say about a week on the Icon. Word of the Day - Fleet News - Carnival celebrates Arbor Day, Royal takes a gamble and makes a deal, and Royal starts to move some dirt and sand in Nassau. Check out Back To the Mouse .com Find us on Social Medi…
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#184 | What if Stepmom Doesn't Follow the Trust? Let's talk Marital Trusts. What do they do? How flexible are they? What if stepmom doesn't follow the marital trust? Do the children have any rights? -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome…
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In this week's podcast, I take another look at Lifestyle and Default Investment strategies for pension funds in Ireland. Something I've discussed before. For the past 7 years, I have been making the case for avoiding Lifestyling for most investors (those that can handle volatility). And it's been a lonely place! While I had nothing but positive fee…
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In this episode, Arielle and Ann discuss college affordability. They debunk common misconceptions about paying for college and share the importance of understanding college costs. They also highlight the use of net price calculators, the importance of student ownership in the college admissions process, and various methods for financing education, …
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Two other episodes like this one: All Things DIY & Decor | Wedding Q&A with Jamie Wolfer Ask Jamie - How do I manage a wedding for $10,000 with a $5,000 venue Want to ask Jamie your wedding planning questions? Join her in The Master Plan! What did you think about this episode? What were your takeaways? I want to hear your feedback! Screenshot the e…
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With two episodes in the bag, we are back to talk about the capture mechanic and what the new spoilers are for set 2 from the week. We will also touch on the Orlando 5K and if Vader Blue is going to become a prominent deck or if it is just a passing phase. Lastly we have our For A Cause segment tackling how each of the hosts would build a unique de…
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In the fifth episode we continue to explore the model of Getting Your House in Order, describing it as a how to guide for Advance Care Planning. This quite emotive episode focuses on legacy and memory making and includes wonderful examples of what this looks like in practice. You will also find a wealth of material in the show notes and resource se…
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Shelly Rouse is a Principal Consultant with the Planning Advisory Service with a passion for delivering support to local authorities and helping drive public sector improvement with housing delivery and land supply as her specialities. Latest News Update on planning related matters. Decision of the High Court dated 5th April 2024 in R (Low Carbon S…
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How is separate property divided in probate? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that’s easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estate…
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Visit: www.RetirementPlanningMadeEasy.com to watch the MasterClass webinar “Reaching Retirement & Thriving Beyond.” To watch this episode on YouTube visit: https://www.youtube.com/watch?v=QwkQtnVvQ20 In this episode Chris Hammond goes over some things you can do today to help you have a better future retirement. I am a financial advisor, but I’m no…
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Last episode, we started a special two-part series where Nick guided us through the steps involved when someone passes away. We're here to finish up this discussion today. Listen in as Nick talks about what it looks like to settle a trust after death in Ohio. Although trusts can vary widely in complexity depending on the terms of the document, this…
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Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look di…
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How does beauty factor into planning and is there a need to make something beautiful when designing something new? Join WBD Associate Nicola Cotton, Professor Matthew Carmona from University College London, and Frazer Osment from LDA Design as they discuss how beauty folds into good design practices and whether new design codes as part of the Level…
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Zoning reform has become a topic of national interest, not just among planners and local decision makers, but also in the national media and in everyday conversations. While the national housing crisis is well-documented, information on the role of local zoning rules has been harder to find — until now. The National Zoning Atlas is going state by s…
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This episode offers a glimpse into the 2024 Trend Report published by the American Planning Association, providing planners with the foresight to navigate our rapidly evolving world. The report is not just predicting the future it's equipping readers with the tools to shape it. Our discussion with Petra Hurtado illuminates how the trends detailed i…
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It’s the moment so many of you have been waiting for - FREE Dine and Drinks is back for 2025 at Walt Disney World. I’m going to be explaining how the offer works, plus some of my top Disney travel professional tips too. You'll find out: What is a table service restaurant? What's a quick service restaurant? What's the differences between the Disney …
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Episode 43 of the SWP Podcast welcomes Sam Yeats from TeamForm. This is a very unique conversation that explores the' coal face' reality around how work is actually done vs how organisations are physically structured. The concept of planning around the delivery teams has huge relevance in the SWP world however is often overlooked in preference for …
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