Ranked #1
Dead Celebrity – Ep 14 – Rockefeller: Help Your Snowbirds Dodge Tax Pitfalls — With Daniel Bernard
Dead Celebrity – Ep 14 – Rockefeller: Help Your Snowbirds Dodge Tax Pitfalls — With Daniel Bernard
Sponsored By: FS Investments Since not all states treat taxes the same, snowbirds who don’t know the rules might experie... Read more
13 Dec 2019
•
25mins
Ranked #2
Dead Celebrity Ep 5 – Tom Petty’s Children and a Second Marriage — With Returning Guest Megan Gorman
Dead Celebrity Ep 5 – Tom Petty’s Children and a Second Marriage — With Returning Guest Megan Gorman
When you’re creating or updating your estate planning documents, using clear language takes on a whole new level of impo... Read more
25 Jul 2019
•
25mins
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Ranked #3
Dead Celebrity Ep 10 – Robin Williams Planned It Right — With Guest Avi Kestenbaum
Dead Celebrity Ep 10 – Robin Williams Planned It Right — With Guest Avi Kestenbaum
Sponsored by: Nationwide Advisory You can have everything planned out, accounted for, and your family members will still... Read more
31 Oct 2019
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20mins
Ranked #4
Dead Celebrity Ep 13 – Picasso: The Taxman Cometh — With Sarah McDaniel, CFA
Dead Celebrity Ep 13 – Picasso: The Taxman Cometh — With Sarah McDaniel, CFA
Sponsored By: FS Investments Art collections can be a difficult asset to comprehend. You need to surround yourself with ... Read more
2 Dec 2019
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28mins
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Ranked #5
Dead Celebrity Ep 9 – Marlon Brando: Loss of Capacity
Dead Celebrity Ep 9 – Marlon Brando: Loss of Capacity
The loss of capacity is a very real threat to all clients, particularly those who are getting older. If your client were... Read more
21 Oct 2019
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24mins
Ranked #6
Dead Celebrity Ep 11 – Liberace: Planning for LGBTQ Clients — With Bruce Hoffmeister
Dead Celebrity Ep 11 – Liberace: Planning for LGBTQ Clients — With Bruce Hoffmeister
Sponsored By: FS Investments Living a secret life can be so utterly complicated. Take it from Liberace. As you’ll soon f... Read more
4 Nov 2019
•
23mins
Ranked #7
Dead Celebrity Ep 4 – Joan Crawford’s Decision to Exclude Children From Her Estate — With Guest Dr. Stanley Teitelbaum, PsyD
Dead Celebrity Ep 4 – Joan Crawford’s Decision to Exclude Children From Her Estate — With Guest Dr. Stanley Teitelbaum, PsyD
Too many times we allow our emotions to get the better of us, leading us to make unfair or judgmental decisions. Will yo... Read more
17 Jul 2019
•
27mins
Ranked #8
Dead Celebrity Ep 7 – Adam “MCA” Yauch: How to work with strong-willed clients — With Guest Jacqueline Bevilaqua
Dead Celebrity Ep 7 – Adam “MCA” Yauch: How to work with strong-willed clients — With Guest Jacqueline Bevilaqua
Sponsored By: FS Investments Do you have co-owned assets, similar to how the three members of Beastie Boys co-own their ... Read more
23 Sep 2019
•
28mins
Ranked #9
Dead Celebrity – Ep 12 – Jerry Buss: Make Succession Planning a Slam Dunk — With Sonya Mughal
Dead Celebrity – Ep 12 – Jerry Buss: Make Succession Planning a Slam Dunk — With Sonya Mughal
Have you created a business that you want to outlast you? Do you know who would take over if something were to happen to... Read more
18 Nov 2019
•
20mins
Ranked #10
Dead Celebrity Ep 3 – Will Your Pets Become Heirs? A Look at Karl Lagerfeld and His Cat — With Guest Megan Gorman
Dead Celebrity Ep 3 – Will Your Pets Become Heirs? A Look at Karl Lagerfeld and His Cat — With Guest Megan Gorman
Have you considered what would happen to your pet if something happened to you? Do you want to ensure that your family f... Read more
19 Jun 2019
•
20mins
Ranked #11
Dead Celebrity Ep 15—Jerry Weintraub: Modern Polyamory—With Kim Kamin
Dead Celebrity Ep 15—Jerry Weintraub: Modern Polyamory—With Kim Kamin
If you had a client with multiple spouses, would you know how to handle their estate planning? In this episode, WealthM... Read more
6 Jan 2020
•
26mins
Ranked #12
Dead Celebrity Ep 16 – Robert Mugabe: Help Your Clients Face their Estate-Planning Fears — With Jacqueline Bevilaqua
Dead Celebrity Ep 16 – Robert Mugabe: Help Your Clients Face their Estate-Planning Fears — With Jacqueline Bevilaqua
Sponsored By: FS Investments There is a special kind of fear that estate planning brings out in many people. As an advis... Read more
21 Jan 2020
•
24mins
Ranked #13
Dead Celebrity Ep 17 – Elizabeth Taylor: Going Deep With Your Philanthropy — With Bruce DeBoskey
Dead Celebrity Ep 17 – Elizabeth Taylor: Going Deep With Your Philanthropy — With Bruce DeBoskey
Sponsored By: FS Investments What kind of difference do your clients want to make in the world — and for themselves — wi... Read more
3 Feb 2020
•
29mins
Ranked #14
Dead Celebrity Ep 8 – Anthony Bourdain, Aretha Franklin and the Basics of Trusts
Dead Celebrity Ep 8 – Anthony Bourdain, Aretha Franklin and the Basics of Trusts
Sponsored By: FS Investments When celebrities with trusts pass away, we may never learn the full details of their estate... Read more
7 Oct 2019
•
28mins
Ranked #15
Dead Celebrity Ep 6 – Women and their Finances: Gloria Vanderbilt — With Guest Michelle Smith, CDFA
Dead Celebrity Ep 6 – Women and their Finances: Gloria Vanderbilt — With Guest Michelle Smith, CDFA
A massive demographic shift is underway for women with money. As an advisor, are you equipped to help women take control... Read more
27 Aug 2019
•
26mins
Ranked #16
Ep 23- George Steinbrenner and the Value of Flexibility –– With Amy Castoro
Ep 23- George Steinbrenner and the Value of Flexibility –– With Amy Castoro
Are you willing to let your children take the reigns of the family business? Giving your children the space to try and m... Read more
27 Apr 2020
•
28mins
Ranked #17
Ep 22 – Steve Jobs: Dying with Digital Assets with Karin Prangley
Ep 22 – Steve Jobs: Dying with Digital Assets with Karin Prangley
Whether you know it or not, you have digital assets, your email, your photos, all your social media accounts. Those are ... Read more
13 Apr 2020
•
34mins
Ranked #18
Ep 21 – Aaron Spelling: Help Wealthy Parents Nip Their Children’s Affluenza in the Bud –– With Amy Castoro
Ep 21 – Aaron Spelling: Help Wealthy Parents Nip Their Children’s Affluenza in the Bud –– With Amy Castoro
Sponsored By: FS Investments No parent wants their children to be worse off because of the wealth they inherit. As an ad... Read more
30 Mar 2020
•
29mins
Ranked #19
Ep 20 – The Wrigley Family: Help Your Clients Avoiding Passing on an Estate Tax Bill — With Scott Steiner
Ep 20 – The Wrigley Family: Help Your Clients Avoiding Passing on an Estate Tax Bill — With Scott Steiner
Too many people are oblivious to the estate tax. But as an advisor, you’re perfectly positioned to help your clients avo... Read more
16 Mar 2020
•
30mins
Ranked #20
Dead Celebrity Ep 19 – Yul Brynner: Renouncing U.S. Citizenship — With David Lesperance
Dead Celebrity Ep 19 – Yul Brynner: Renouncing U.S. Citizenship — With David Lesperance
What is it about the American tax system that’s compelling people to renounce their U.S. citizenship? Is there a better ... Read more
2 Mar 2020
•
27mins
