Wealth and Law
Latest Episodes
Unique Financial Planning for Sex Workers
Brent chats with Jessica Goedtel about the unique challenges faced when doing financial planning for sex workers. They talk about building trust, creating a plan, managing volatile income streams. Whi
Mastering Stress: Strategies for High-Performing Professionals
Brent chats with Matt Schmidt about the causes and cures for stress in professional life. They discuss the factors that are causing you stress and how experts, and they personally, suggest taking acti
You Are Not a Sovereign Citizen
Brent chats about the sovereign citizen movement and how federal courts reject their arguments. He provides a TikTok example of their arguments and then shares language from federal court cases showin
How to Make Good Intrafamily Loans
Brent explains how to make good intrafamily loans, especially in a volatile interest rate environment. He discusses the relevant interest rates, how the length of a loan effects the outcomes, and how
Redefining Retirement: Building Prosperous Money Mindsets
Brent chats with Brad Barrett about the essence of retirement and the art of fostering positive and prosperous relationships with money. They delve into the complexities of redefining retirement in th
The Many Forms of Spousal Lifetime Access Trusts (SLATs)
Brent chats with Martin Shenkman about spousal lifetime access trusts (SLATs). The discuss the many variations of these important estate planning options, from irrevocable life insurance trusts (ILITs
Navigating Market Volatility: Consistent Planning for Meaningful Financial Gains
In this episode, Brent has a compelling conversation with Sam Swift, delving into recent market developments and providing invaluable insights for making well-informed planning decisions amidst market
2023 Estate Planning Bootcamp: Wills
Welcome back to the Wealth and Law Estate Planning Bootcamp! In this series of five episodes, Brent is joined by guests to discuss the basics of estate planning. In this episode, T.J. Ryan chats wit
2023 Estate Planning Bootcamp: Durable Powers of Attorney
Welcome back to the Wealth and Law Estate Planning Bootcamp! In this series of five episodes, Brent is joined by guests to discuss the basics of estate planning. In this episode, Jenna Rubin chats wit
2023 Estate Planning Bootcamp: Health Care Powers of Attorney
Welcome back to the Wealth and Law Estate Planning Bootcamp! In this series of five episodes, Brent is joined by guests to discuss the basics of estate planning. In this episode, Emily Kile chats wit