Wealth and Law

Wealth and Law


Latest Episodes

Unique Financial Planning for Sex Workers
September 23, 2023

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
September 15, 2023

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
September 08, 2023

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
August 31, 2023

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
August 25, 2023

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)
August 18, 2023

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
August 10, 2023

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
July 25, 2023

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
July 20, 2023

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
July 12, 2023

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