
Advertise on podcast: Wealth Matters
Rating
5from
This podcast has
72 episodes
Language
EnglishPublisher
Business RadioX ®Explicit
No
Date created
2019/04/27
Latest episode
2022/01/26
Average duration
-
Release period
45 days
Description
A lively and thoughtful discussion about the opportunities and challenges associated with preserving and managing wealth.
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Check latest episodes from Wealth Matters podcast
Lessons from the Trenches 2.0: Avoiding Family Disputes over Money, Estates, and Businesses
2022/01/26
Gaslowitz Frankel partners Adam Gaslowitz, Craig Frankel, and Robert Port discuss how to avoid family disputes over money, estates, and businesses. About Gaslowitz Frankel: Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in [...]
Harnessing Your Family's Human and Intellectual Capital: The Key to Sustaining Wealth for Generations
2021/10/27
Natalie Smailes/Director of Governance, Center for Family Legacy at Truist Natalie Smailes joined Truist Wealth in 2015 and is a Senior Vice President and the Managing Director of Strategic Client Development within the Center for Family Legacy. Natalie works with the Center for Family Legacy team to deliver the full breadth of Governance and Education [...]
Spotlight on Conservatorships and Guardianships
2021/09/22
Michael K. Johnson/Metta Johnson & Associates Michael Johnson has 14 years working as a Licensed Clinical Social Worker. He began his career working as a hospice social worker in which he supervised and directed teams of social workers. He is now the Vice President and COO of Metta Johnson & Associates comprehensive care management. Michael [...]
Investing for the Long Term: What You Need to Know
2021/08/26
David Bibicoff/Strategies For Wealth For the last 25 years, David Bibicoff of Strategies for Wealth has been educating, empowering, and coaching corporate executives, attorneys, financial professionals, and entrepreneurs through a macro-economic wealth planning process. This macro-economic process consists of four modules, each with a specific objective. These four modules are the Cash Flow Clarifier, Investment [...]
So You Want to Sell the Family Business: Planning, Priorities, and Potential Pitfalls
2021/07/29
Chip Kelleher/Wilmington Trust Chip Kelleher leads a team at Wilmington Trust responsible for providing comprehensive investment management, wealth planning, private banking and family office services to high-net-worth individuals, families and single-family offices throughout the Southeast. He works closely with his clients and their trusted advisors to protect, grow and transfer their wealth for generations. Chip [...]
Estate and Financial Planning for Families with Unmarried Partners
2021/04/28
Jennifer Gibbs/Gibbs Tillery, LLC Jennifer has been a managing partner with Gibbs Tillery Law Firm since graduating from Emory Law school in 2009. Jennifer is a dedicated and tireless family law and estate planning attorney specializing in all aspects of domestic relations, including but not limited to divorce, custody, support, visitation, modifications of custody, support [...]
Simplifying and Managing Your Finances for When You Age and Beyond
2021/03/24
Leah Nichaman/Everyday Money Management Leah Nichaman is a Certified Daily Money Manager (CDMM) with over 15 years of experience helping people manage their day-to-day financial affairs. She established Everyday Money Management in 2007, and built it into the premier daily money management firm in the Washington D.C. area, primarily serving older adults and busy professionals. [...]
It’s Complicated: Estate Planning for Blended Families
2021/02/24
Brooke French/Kessler & Solomiany LLC Brooke French, Partner with Kessler & Solomiany LLC, represents clients in all aspects of domestic relations litigation, including divorce, separate maintenance, child custody and support modifications, contempt, post-divorce modification and enforcement, family violence, paternity, legitimation, and prenuptial agreements. Brooke understands the stress that couples encounter in divorce and she navigates [...]
Understanding the IRS Collection Process
2021/01/27
Jeffrey Kess/MendenFreiman Jeffrey Kess is a partner in MendenFreiman's tax controversy and collection and tax planning practice areas. He joined the firm in 2019 and has practiced taxation and general business law for more than 35 years. He has achieved national recognition for his expertise in the field of tax controversy. Jeffrey has represented thousands [...]
Philanthropy in 2020 and Beyond
2020/12/20
Christy Butler Eckoff/Atlanta Jewish Foundation Christy Butler Eckoff is the Chief Foundation Officer and Managing Director of the Atlanta Jewish Foundation. Christy is an expert on charitable estate planning, gift planning, asset-based giving, laws surrounding nonprofits, private foundations, supporting organizations, donor-advised funds, and nonprofit taxation. Previously, Christy served as managing director, philanthropic counsel at the [...]
Personal Property and Estates: Planning, Appraising and Auctioning
2020/10/28
Allen Venet/SunTrust Bank (now Truist) Allen Venet is a Senior Vice President at SunTrust Bank (now Truist) and relies on more than 35 years of experience when working with clients. He has handled estates and trusts valued from less than $1 million to more than $200 million - with each including unique personal property. A [...]
Preparing Women for Prosperity
2020/09/25
Stacy Hanley/Lefkoff, Duncan, Grimes, McSwain, Hass & Hanley P.C Stacy Hanley practices primarily in the areas of tax and estate planning, probate, estate administration, real estate and closely held business matters with Lefkoff, Duncan, Grimes, McSwain, Hass & Hanley P.C. She was admitted to practice in Georgia in 1999. Stacy began her legal career at [...]
Podcast reviews
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s a r a h l I s t e n s 2020/08/26
Well done !
Thoughtful, smart - presented in clear language, minus lingo. A must listen for investors or anyone who has or wants to manage his or her money well.
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