
Blog, Podcast, Collaboration
| Publishes | Weekly | Episodes | 250 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessEntrepreneurship | |||

Brent chats about portability and how it needs to fit within broader planning considerations, including income tax, estate tax, generation-skipping transfer tax, and overall structure.
This material is for informational purposes only. The views exp... more
Brent chats about where attorney-client privilege begins, ends, and unexpectedly disappears.
This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s fi... more
Brent chats about how trusts may actually be the best IRA beneficiaries now.
This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affili... more
Brent chats about what lawyers and advisers should hear when clients ask for “simple” estate plans.
This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speak... more
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So much great information! Thanks for sharing your knowledge and expertise.
Hi Brent, just want to let you know that I love this ep with Julian! I specifically love what you mentioned that oftentimes, other factors get layered on top of common scenarios that can exacerbate a particular family situation. Left 5-star ratings and reviews!!!
Excellent content and presentation
I highly enjoy and appreciate podcasts that are willing to go deep in detail on a topic or issue and these guys do that here. I’m a new listener and am enjoying it so far! I hope the hosts continue to produce new episodes.
The hosts are great! As a fellow millennial, I especially love Rachel’s takes! I’d definitely recommend!
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #232 |
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Focused on the intricacies of wealth management and estate planning, this podcast offers in-depth discussions on various tax implications, estate planning strategies, and critical financial topics relevant to high-net-worth individuals and professionals in the field. Noteworthy discussions revolve around tax planning for business transitions, the role of artificial intelligence in legal contexts, and proactive strategies for estate planning amidst changing legal landscapes. Unique insights stem from guest experts who share their experiences and strategies, making complex topics accessible and relevant to the audience engaged in managing wealth and legacy planning. As such, it likely attracts professionals and individuals keen on deepening t... more
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These podcasts share a similar audience with Wealth and Law:
1. The Long View
2. The Retirement and IRA Show
3. Ask The Compound
4. All-In with Chamath, Jason, Sacks & Friedberg
5. Thoughts on the Market
Wealth and Law launched 6 years ago and published 250 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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Recent guests on Wealth and Law include:
1. Lizzie Garlovsky
2. Natalie Perry
3. Anna N'Jie Konte
4. Eric Freeman
5. Michael Price
6. Wallis Tsai
7. Nicole Davis
8. Joel Revill
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