Blog, Podcast, Collaboration
Publishes | Twice monthly | Episodes | 240 | Founded | 6 years ago |
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Number of Listeners | Categories | BusinessInvestingEntrepreneurship |
Brent chats with Anna N’Jie Konte about what financial planning moves people should consider before the end of 2025. They talk about contributing to retirement plans and determining whether to make Roth conversions. They also discuss tax loss harvest... more
Brent chats with T.J. Ryan about important terms to make your trusts better. In this second part of that conversation, they discuss the importance of crafting the distribution provisions of a trust. They get into powers of appointment, spendthrift cl... more
Brent chats with Eric Freeman about the real estate provisions in OBBBA. They talk about the importance of bonus depreciation, Opportunity Zone 2.0, New Market Tax Credits, and analyze what the industry could look like under this new tax regime.
Eri... more
Brent and John Strohmeyer chat about sham trust schemes. They explain what the structures and hoped for results are and then break down why they do not work. They also speculate about why people buy these schemes.
John Strohmeyer is the owner of Str... more
People also subscribe to these shows.
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!
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This podcast explores the intricate world of wealth management, estate planning, and taxation, focusing on actionable strategies for high-net-worth individuals and families. Episodes cover a broad range of subjects including tax planning techniques, trust management, life insurance intricacies, and the impact of current events on financial strategies. The hosts often invite industry experts to discuss complex topics, such as leveraging market volatility for asset management, the implications of generational wealth transfer, and navigating legal challenges in financial planning. The consistent emphasis on proactive fiscal strategies and clear communication makes it a noteworthy resource for professionals and individuals alike who seek to dee... more
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These podcasts share a similar audience with Wealth and Law:
1. The Great Retirement Debate with Ed Slott & Jeffrey Levine
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. The Long View
4. The Compound and Friends
5. Investing Insights
Wealth and Law launched 6 years ago and published 240 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. TJ Ryan
2. Steven Zeiger
3. Paul Hood
4. Matt Hochstetler
5. Naomita Yadav
6. Toni Ann Kruse
7. Chris Siegle
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