Episode 11: Proud to be an American Investor
In this week's episode we will discuss a variety of timely investing financial planning topics, including:1) Why I’m proud to be an American Investor2) Benjamin Franklin on money3) Plannin...
5 Jul 202322min
Episode 10: IN FOCUS: "Ten Timeless Investing Principles and How They Apply in Today’s Market"
This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today we will discuss “Ten Timeless Investing Principles and How They Apply in Today’s Market” featuring: Jonath...
28 Jun 202327min
Episode 9: Financial Planning For LGBTQ Families
In this week's episode we will discuss a variety of timely investing financial planning topics, including:1) Laid Off Before You’re Ready To Retire? What To Do Now?2) Financial Planning Checkl...
21 Jun 202327min
Episode 8: IN FOCUS: "Private Foundations: The 5 deadly sins (or excises taxes)”
This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today we will discuss "Private Foundations: The 5 deadly sins (or excises taxes)” featuring: Andrew S. Katzenber...
14 Jun 202332min
Episode 7: The Dangers of a Kiddush Club Portfolio
In this week's episode we will discuss a variety of timely investing financial planning topics, including:1) The futile pursuit of perfection2) The “Kiddush Club Portfolio”3) Should I prio...
7 Jun 202325min
Episode 6: IN FOCUS: “U.S. beneficiaries of Canadian estates"
In this week's episode we are IN FOCUS discussing a more advanced wealth planning topic of “U.S. beneficiaries of Canadian estates: U.S. tax issues applicable to inheriting shares of Canadian corporat...
31 Mai 202330min
Episode 5: Do I Have Enough Life Insurance?
In this week's episode we will discuss a variety of timely investing financial planning topics, including:1) Is it wrong to go on a lavish Passover program?2) Do I have enough life insurance?3) Impact...
24 Mai 202327min
Episode 4: IN FOCUS: "Coming to America: Pre-Immigration Tax and Estate Planning Considerations”
In this week's episode we are IN FOCUS discuss a more advanced wealth planning topic of "Coming to America: Pre-Immigration Tax and Estate Planning Considerations” featuring: Michael Wildes, Managing...
17 Mai 202359min
