Wealth Matters


63 episodes


Description: A lively and thoughtful discussion about the opportunities and challenges associated with preserving and managing wealth.


HOST

  • BusinessRadioX
  • Hometown: 1 Glenlake Pkwy, Ste 700 Sandy Springs, Georgia
  • Education: Self-educated

Biography:


BusinessRadioX® interviews dozens of innovative entrepreneurs and successful leaders each week. Its mission is to help local businesses Get The Word O ... [Read more]



PODCAST
TOPICS

EPISODES



Philanthropy in 2020 and Beyond

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Everything You Wanted to Know about Probate

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Do I Need a Trust?

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Preparing Women for Prosperity

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Financial & Estate Planning for Young Adults

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Financial Planning in Advance for Long Term Care

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What Charitable Advisors Need to Know in 2020

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The Benefits of Using a Corporate Fiduciary

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Spring Cleaning Your Financial House

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Sophisticated Uses of Credit

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The “Aging” Stage of Estate Planning

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Financial and Estate Planning Issues Facing Women

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Addressing Real Estate Title Issues

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Year-End Philanthropy and Charitable Giving Ideas

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Transitioning the Family Business

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Inherited Property – Resolving Tangled Title

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Identifying Investment Fraud and Misconduct

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The “End of Life” Stage of Estate Planning

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Retirement Planning for Overworked Business Owners

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Helping Mom and Dad Pay Their Bills as They Age

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The “Administrative” Stage of Estate Planning

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The “Planning” Stage of Estate Planning

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Structuring and Managing Investment Portfolios

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The ABC’s of Asset Protection

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How To Protect Our Aging Parents

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Estate Planning Issues in High-End Divorces

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Transferring Business to the Next Generation

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Expert Tips on Charitable Giving

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How To Protect Your Kids From Estate Disputes

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Making Financial Sense of Your Divorce

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Getting Your Family Business Ready For Succession

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