The Wealth Transfer Podcast
Matt TempletonAs much as 84 Trillion dollars worth of US assets - wealth - will transfer to younger generations over the next 20 years, but the received value of those assets may be significantly less. Whether its taxes, poor management, or just plain moth and rust, estate values are affected by unforeseen threats. On the wealth transfer podcast, we examine and breakdown the best strategies for leaving a financ... more
| Publishes | Twice monthly | Episodes | 12 | Founded | a year ago |
|---|---|---|---|---|---|
| Categories | BusinessKids & Family | ||||
Listen to this Podcast
Latest Episodes
In this episode, Matt Templeton is joined by Bob Bridges, Principal at VALUE Incorporated, for a deep dive into how business valuations actually work—and why they are foundational to estate planning, wealth transfer, charitable giving, and exit strat... more
Planning the future of your business isn’t just about selling at the right time — it’s about protecting your life’s work, aligning your advisors, reducing risk, and setting your family up for multi-generational success.
In this episode, Matt sits do... more
Today on The Wealth Transfer Podcast, Matt Templeton sits down with trust and estate administrator Sarah Lashua (American National Bank & Trust) to unpack one of the most overlooked — and most emotionally charged — areas of wealth transfer: what real... more
Today on The Wealth Transfer Podcast, Matt Templeton sits down with Jonathan Meaney — Senior Vice President and Wealth Manager at Carter Financial, CFP®, Accredited Investment Fiduciary, and 25-year advisor to high-net-worth families.
This episode c... more
Key Facts
Similar Podcasts
People also subscribe to these shows.
Reviews
- Learning SO much!
I’ve listened to every episode of this podcast so far and there isn’t a single one that I haven’t learned something valuable from. I wish more of my relatives had this information before they passed!
Apple Podcasts5TillyBearS
United States9 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #94 |  Ireland/Business |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Gender Skew | Location | Interests | |||
|---|---|---|---|---|---|
| Professions | Age Range | Household Income | |||
| Social Media Reach | |||||
Frequently Asked Questions About The Wealth Transfer Podcast
Where can I find podcast stats for The Wealth Transfer Podcast?
Rephonic provides a wide range of podcast stats for The Wealth Transfer Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Wealth Transfer Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does The Wealth Transfer Podcast get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for The Wealth Transfer Podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for The Wealth Transfer Podcast?
Rephonic provides comprehensive predictive audience data for The Wealth Transfer Podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does The Wealth Transfer Podcast have?
To see how many followers or subscribers The Wealth Transfer Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to The Wealth Transfer Podcast?
These podcasts share a similar audience with The Wealth Transfer Podcast:
How many episodes of The Wealth Transfer Podcast are there?
The Wealth Transfer Podcast launched a year ago and published 12 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact The Wealth Transfer Podcast?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for The Wealth Transfer Podcast?
Rephonic pulls ratings and reviews for The Wealth Transfer Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for The Wealth Transfer Podcast?
Rephonic provides full transcripts for episodes of The Wealth Transfer Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.