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Search Results : Estate planning

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The following listen on-demand podcasts matched your search results for: Estate planning
Finishing Well Podcast Logo
Finishing Well
Hans Scheil
July 11, 2026
Certified Financial Planner Hans Scheil discusses the importance of integrating financial planning elements, including tax planning, to preserve families in retirement. He explains how taxes fit into the overall financial plan and how to manage taxes on Social Security, Medicare, and long-term care. Hans also touches on the importance of estate planning and how to avoid the widow tax. [... more]
Outlaw Lawyer Podcast Logo
Outlaw Lawyer
Josh Whitaker & Joe Hamer
July 11, 2026
Josh Whitaker and Joe Hamer, managing partners of Whitaker and Hamer Law Firm, discuss various legal scenarios, including a lottery office pool dispute, a wrong survey, a wedding gift check, a family business loan, a neighbor's security gate, a realtor's side deal, a hidden septic problem, a volunteer coach, and a four million dollar timber sale. They provide analysis and insights on each scenario, highlighting potential claims and defenses. [... more]
Finishing Well Podcast Logo
Finishing Well
Hans Scheil
July 04, 2026
When planning for retirement, it's essential to consider the needs of the surviving spouse, especially in blended families where there may be disproportionate wealth. Estate planning involves making difficult conversations about priorities, such as leaving money to children or enjoying it during one's lifetime. Life insurance can be a solution to provide for children in the event of the surviving spouse's death, and beneficiaries must be updated to reflect the current wishes of the individual. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
July 03, 2026
Living as truly free people means more than just national liberty, it's about the freedom Christ gives, which reshapes the way we handle money. True financial freedom is not measured by what we have, but by what no longer has a hold on us, and it's possible because God is present, provides, and owns it all. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
July 02, 2026
The subtle danger of using wealth to boast is explored through the story of King Hezekiah, who treated God's miraculous provision as a monument to his own success. This temptation is not new and can lead to spiritual toxicity. Modern-day stewards must ask whether their wealth is creeping into their identity and check what their possessions are pointing to. Faithful stewardship flips the script and says, 'Everything I have has been entrusted to me by God.' [... more]
Outlaw Lawyer Podcast Logo
Outlaw Lawyer
Josh Whitaker & Joe Hamer
June 27, 2026
A discussion on various legal topics, including power of attorney, estate planning, life insurance, HOA disputes, cemetery expansion, and cryptocurrency, as well as a nostalgic look back at the music of Sudden Impact and Milan Vanilli. [... more]
Finishing Well Podcast Logo
Finishing Well
Hans Scheil
June 27, 2026
Building a reliable retirement income plan involves creating a comprehensive financial plan that considers income, investments, estate, and tax planning. A certified financial planner can help individuals and couples create a plan that ensures they have a steady income stream, protects their assets, and minimizes taxes. This plan can also include strategies for managing long-term care costs and ensuring that their loved ones are taken care of. [... more]
Outlaw Lawyer Podcast Logo
Outlaw Lawyer
Josh Whitaker & Joe Hamer
June 26, 2026
A lawyer discusses various legal scenarios, including estate planning, fiduciary duty, and the statute of frauds, while also touching on topics like solar farm leases, AI estate planning disasters, and church parking lot accidents. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
June 19, 2026
Jonathan Lewis from Fathers for Fathers discusses the importance of being a faithful father, leaving a positive legacy, and modeling financial stewardship. He shares his personal story of overcoming struggles and encourages men to take responsibility for their actions, seek accountability, and prioritize their relationships with their children and God. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
June 15, 2026
Financial success can be a double-edged sword, leading to spiritual risks and materialism if not managed properly. A Christian financial advisor can help individuals stay focused on their kingdom purpose and avoid the pitfalls of idolatry, ensuring their wealth is used for God's glory. [... more]
Finishing Well Podcast Logo
Finishing Well
Hans Scheil
June 13, 2026
Certified financial planner Hans Scheil discusses the importance of long-term care insurance in financial planning, particularly for retirees with significant assets. He shares a case study of Tom and Susan, a couple in their 60s with a large IRA, who purchased a long-term care insurance policy to protect their assets and provide tax-free benefits for long-term care. The policy also includes a death benefit and home health care benefit, and Hans explains how it can be used to minimize taxes and ensure a smooth transition of wealth to their heirs. [... more]
Outlaw Lawyer Podcast Logo
Outlaw Lawyer
Josh Whitaker & Joe Hamer
June 06, 2026
Estate planning and personal injury cases are discussed, including a scenario where a man's secret family may be entitled to inherit from his estate, an HOA president's potential conflict of interest in awarding a landscaping contract, and a homeowner's potential case against a seller and real estate agent for concealing foundation issues. Additionally, a discussion on prescriptive easements and adverse possession is touched upon, including a scenario where a family may have a right to continue using a dirt road crossing neighboring property to access their farm. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
June 05, 2026
Exploring biblical generosity and its impact on financial stewardship, discovering the joy and freedom that comes from giving, and navigating complex financial situations with wisdom and trust in God's guidance. [... more]
Outlaw Lawyer Podcast Logo
Outlaw Lawyer
Josh Whitaker & Joe Hamer
June 02, 2026
Josh Whitaker and Joe Hamer, managing partners of Whitaker and Hamer Law Firm, discuss various legal topics, including estate planning, personal injury, real estate law, family law, and North Carolina-specific laws, such as non-compete agreements, surface water law, and tree law. They also address common issues like co-signing and provide guidance on navigating complex legal situations. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
June 01, 2026
Seeking wise counsel is a key part of faithful stewardship, and it's essential to recognize that God never intended for us to walk through life's biggest decisions alone. Biblical wisdom includes discernment, humility, and the willingness to receive insight from others, and it's crucial to remind ourselves that these voices keep us from drifting into the ditches of greed, fear, impulsiveness, or self-reliance. When making financial decisions, we can look for voices that justify our desires, reinforce our fears, or confirm what we've already decided, but wise counsel doesn't merely validate us, it helps us see what we cannot see on our own. [... more]
Finishing Well Podcast Logo
Finishing Well
Hans Scheil
May 30, 2026
A couple's decision to file for Social Security benefits at 68 instead of 70 results in an additional $125,000 in income over two years, highlighting the importance of individualized planning and considering the impact on estate planning and taxes. [... more]
Our American Stories Podcast Logo
Our American Stories
Lee Habeeb
May 26, 2026
Arlington National Cemetery, founded as a memorial to George Washington, has a complex history dating back to the Civil War era, with thousands of ordinary Americans buried there, including Isaac C. Hart, a white officer who led black soldiers. The cemetery's history reflects the tension of freedom and slavery in the early Republic, and its motto, Honor, Remember, Explore, reminds Americans of the sacrifices made to preserve the nation's founding ideals. [... more]
Brian Kilmeade Show Podcast Logo
Brian Kilmeade Show
Brian Kilmeade
May 24, 2026
Rachel Campos Duffy dedicates her book American Patriotism to the president, highlighting his impact on American politics and conservative values. She emphasizes the importance of appreciating the country's greatness and the opportunities it offers, contrasting it with classist societies in Europe. The book features essays from various Fox News personalities, each sharing their unique American dream story. [... more]
Finishing Well Podcast Logo
Finishing Well
Hans Scheil
May 23, 2026
A certified financial planner helps a couple, Tom and Susan, create a comprehensive financial plan to ensure a secure retirement. They discuss various aspects of the plan, including Social Security, Medicare, long-term care, estate planning, and taxes, and how these elements work together to achieve their financial goals. [... more]
Outlaw Lawyer Podcast Logo
Outlaw Lawyer
Josh Whitaker & Joe Hamer
May 23, 2026
Estate planning, real estate disputes, and personal injury cases are discussed on this podcast, including the implications of adverse possession, the challenges of dealing with a contractor who disappears, and the rights of a partner in a property dispute. [... more]
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