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The following listen on-demand podcasts matched your search results for: fiduciary
Outlaw Lawyer Podcast Logo
Outlaw Lawyer
Josh Whitaker & Joe Hamer
April 11, 2026
Josh Whitaker and Joe Hamer discuss various legal topics, including estate planning, car accidents, trusts, title insurance, and speeding tickets, providing guidance on navigating complex legal situations in North Carolina. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
April 02, 2026
Harlan Akola discusses the benefits and misconceptions of reverse mortgages, explaining how they can be a valuable tool for seniors struggling with cash flow and high-interest debt. He also addresses common concerns and provides guidance on how to approach debt management and retirement planning with a biblical perspective. [... more]
Outlaw Lawyer Podcast Logo
Outlaw Lawyer
Josh Whitaker & Joe Hamer
February 28, 2026
Josh and Joe discuss various hypothetical legal scenarios, including estate planning, power of attorney, fiduciary duty, landlord-tenant law, partition of property, operating agreements, LLCs, step-parent estates, and estate administration, providing general guidance and insights on how to navigate these complex issues. [... more]
Outlaw Lawyer Podcast Logo
Outlaw Lawyer
Josh Whitaker & Joe Hamer
January 17, 2026
When someone passes away, their estate must be administered, and the process can be complex. The executor, administrator, or personal representative has a fiduciary duty to collect assets, pay debts, and distribute the estate according to the will or state laws. A trust can help avoid probate and ensure that assets are distributed efficiently. Medical bills can also impact an inheritance, and estate planning is crucial to protect one's assets and loved ones. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
October 01, 2025
Women deserve to have their financial advisors align with their values and provide clear explanations of financial options. Certified Kingdom Advisors meet high standards of competence, integrity, and biblical training, equipping them to offer financial advice grounded in God's Word. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
September 23, 2025
Biblical financial wisdom and faith-based financial guidance are essential for making informed decisions about your money. Certified Kingdom Advisors can provide sound advice grounded in God's word, helping you navigate complex financial situations and achieve your goals. Whether you're seeking to understand reverse mortgages, improve your credit score, or manage debt, these experts can offer valuable insights and support. [... more]
Finishing Well Podcast Logo
Finishing Well
Hans Scheil
May 24, 2025
A certified financial planner discusses the fiduciary duty of a CFP professional, exploring the concept of putting clients' interests ahead of their own, avoiding conflicts of interest, and disclosing potential conflicts. The discussion also touches on the importance of being a fiduciary in a Christian perspective, using biblical knowledge and practical knowledge to assist families in financial planning. [... more]
Outlaw Lawyer Podcast Logo
Outlaw Lawyer
Josh Whitaker & Joe Hamer
March 08, 2025
Estate planning involves appointing fiduciaries, such as executors, administrators, and trustees, who have a special duty to act in the best interest of the person granting them authority. A power of attorney is a legal document that establishes a fiduciary relationship, and a trust is a written instruction on where assets should go after death. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
December 13, 2024
Biblical principles guide Christian financial advisors in managing debt, making wise financial decisions, and prioritizing clients' best interests. Understanding fiduciary interest and seeking professional advice can help individuals navigate complex financial situations and make informed decisions about their assets and investments. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
May 27, 2024
Understanding generosity and its impact on our lives, managing finances with a biblical worldview, and navigating complex financial decisions such as choosing a financial advisor, using 529 plans, and planning for contentment and estate distribution. [... more]
Finishing Well Podcast Logo
Finishing Well
Hans Scheil
May 18, 2024
When it comes to financial planning, understanding authority and fiduciary responsibility is crucial. Certified financial planners Hans Scheil and Tom Griffith explain how they work with clients to create personalized investment strategies, taking into account their risk profile and financial goals. They discuss the importance of accountability and transparency in the financial planning process, and how their firm, Brookstone Capital Management, provides a framework for making informed investment decisions. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
May 08, 2024
Christians are learning to use their shareholder rights to influence corporate policies and promote biblical values, but it's a slow process that requires patience and understanding of the proxy voting process. Financial experts discuss the importance of waiting to claim Social Security benefits and the benefits of paying off high-interest debt, such as a car loan, before retirement. [... more]
Outlaw Lawyer Podcast Logo
Outlaw Lawyer
Josh Whitaker & Joe Hamer
September 09, 2022
A discussion on the iconic album cover of Nirvana's Nevermind, the concept of a special master, and the importance of understanding fiduciary duty in power of attorney situations, as well as a look at Masha's Law and its implications on child pornography cases, all within the context of legal news and analysis. [... more]
Outlaw Lawyer Podcast Logo
Outlaw Lawyer
Josh Whitaker & Joe Hamer
August 27, 2022
Estate planning and administration involve various fiduciary relationships, including executors, administrators, and trustees. A power of attorney is a document that appoints someone as an attorney-in-fact or agent to manage another's affairs. Understanding these roles and responsibilities is crucial for individuals and families navigating the complexities of estate planning and administration. [... more]
Finishing Well Podcast Logo
Finishing Well
Hans Scheil
February 26, 2022
A certified financial planner explains the concept of a fiduciary, its importance in financial planning, and how it benefits individuals in retirement, including managing investments, insurance, and taxes. [... more]
Finishing Well Podcast Logo
Finishing Well
Hans Scheil
March 20, 2021
The concept of discipleship is applied to financial planning, where a Certified Financial Planner, or CFP, is an enthusiastic learner who studies and loves to learn about financial planning. A CFP is a fiduciary, acting in the best interest of their clients, and is committed to ongoing learning and education. [... more]
Finishing Well Podcast Logo
Finishing Well
Hans Scheil
November 07, 2020
Planning for retirement involves considering various factors, including state income tax, social security, and tax planning. A fiduciary financial planner can help individuals create a comprehensive financial plan, leveraging their income and savings to achieve their goals, and making informed decisions about their financial future. [... more]
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