Estate Planning Made Easy
David T. Phillips, CEO of Estate Planning SpecialistsEstate Planning Made Easy, is a podcast hosted by David T. Phillips, CEO of Estate Planning Specialists. With 52 years of estate planning experience, David is recognized nationally as “the source” when it comes to proper estate planning. David has been a featured speaker at a multitude of investment conferences around the globe and a guest on national television including CNN, Fox News, CNBC and B... more
| Publishes | Weekly | Episodes | 13 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Categories | BusinessSelf-ImprovementEducationInvesting | ||||
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Latest Episodes
In today’s podcast, David Phillips discusses the blessing and the curse of building and leaving your Qualified Accounts, like your IRA or 401k to your children and grandchildren. While our goal is to build security for our future retirement, there is... more
In this episode David Phillips, CEO of Estate Planning Specialists shares some exciting investor news. First he tells the story of his Aunt Mary, who had to “spend down” her meager assets so she could qualify for Medicaid, leaving no inheritance for ... more
In this podcast, David Phillips continues his discussion about wealth strategies and retirement savings with Todd Phillips, the author of the book "The Future Retirement Savings." Together they show you how to protect your estate from investment loss... more
In this podcast, David Phillips discusses wealth strategies and retirement savings with Todd Phillips, the author of the book “The Future Retirement Savings.” Together they show you how to protect your estate from investment loss and market risk, dis... more
David T. Phillips introduces the answer to today’s Long Term Care Crisis – Leveraged Care Solutions. The old styled Long Term Care insurance has given way to the more popular and client friendly Leveraged Care Solutions, also referred to as Asset Bas... more
In this week’s episode I will explain what is Longevity Risk. I will also reveal what is the number one Longevity Risk – experiencing a Long-Term medical event. Statistics show that 72% of all adults over the age of 65 in the United States today will... more
By law every American can gift $18k annually, to anyone they want, completely gift, estate and income tax free. Many are reluctant to use their gifting allowance for several reasons:
* Because the gift is irrevocable, they incorrectly believe that ... more
Logic would tell us, if we simply plod through life, ignoring any legal opportunities to pay less income and capital gains taxes, the less we will have to spend during retirement and the less we will leave our posterity. In Episode Five of Estate Pla... more
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Which podcasts are similar to Estate Planning Made Easy?
These podcasts share a similar audience with Estate Planning Made Easy:
1. Passing It On: Estate Planning for Families
2. Complete Estate Planning
3. The Daily
4. Estate Planning Strategies
5. Hidden Brain
How many episodes of Estate Planning Made Easy are there?
Estate Planning Made Easy launched 2 years ago and published 13 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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