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Creating A Blueprint For Wealth

Home » Podcasts 2009

Podcasts 2009

12/26/09:

Segment 1: Florida Homestead Benefits
Segment 2: Brenda Blisk, Senior VP, Spire Investment Partner
12/19/09:

Segment 1: Foreign Bank Accounts
Segment 2: Joel Stillman, President, Capitol Financial Consultants, Inc.
12/12/09:

Segment 1: Negotiating Commercial Leases
Segment 2: Segment 2: Lyles Carr, Senior VP, The McCormick Group, Inc.
12/05/09:

Segment 1: Special Needs Trusts Gotchas
Segment 2: John Saaty, CEO, Decision Lens, Inc.
11/28/09:

Segment 1: Year End Tax Planning
Segment 2: Gordon Bernhardt, Bernhardt Wealth Management
11/21/09:

Segment 1: Roth IRA Conversions
Segment 2: Mark Johannessen, Managing Director,Sullivan, Bruyette, Speros & Blayney, Inc
11/14/09:

Segment 1: Choosing the Right Entity for Your New Business
Segment 2: Ted Davis, Advanced Financial Advisor, Ameriprise Financial Services
11/07/09:

Segment 1: Senior Trusts
Segment 2: Jeff White, President, mySBX
10/31/09:

Segment 1: Spousal Agreements to Protect Assets
Segment 2: Brenda Blisk, Senior Vice President of Spire Investment Partners
10/24/09:

Segment 1: ESOP’s
Segment 2: Brock Jolly, Financial Advisor, Capitol Financial Partners
10/17/09:

Segment 1: Pet Trusts and Agreement
Segment 2: Marc Isaacson, President & CEO of Village Green Apothecary
10/10/09:

Segment 1: Will Contracts
Segment 2: Michele Woodward, Certified Coach, Author, Advice Columnist, Speaker
10/03/09:

Segment 1: Fixing Broken Trusts
Segment 2: Anne Day McCabe, Financial Advisor, UBS Financial Services Inc  
09/26/09:

Segment 1: Reverse Mortgages
Segment 2: Lisa Martin, John & Jinnie Chapel, President and CEO of Leapfrog Solutions
09/19/09:

Segment 1: Art Transfers
Segment 2: David Belden, CEO, iExecuvision International
09/12/09:

Segment 1: Avoiding Probate Litigation
Segment 2: Stephanie Kelly, Founder, Kent’s Foundation for Child Life
09/05/09:

Segment 1: Swiss Bank Accounts Revealed
Segment 2: Ted Sjurseth, Founder, America’s 9/11 Foundation
08/29/09:

Segment 1: Tax Consequences of Being “Madoffed”
Segment 2: Alexa Raad, CEO, .ORG, the Public Interest Registry
08/22/09:

Segment 1 – Conduit Trusts
Segment 2 – Peter Black, Exec VP & Regional Group President, M&T Bank
08/15/09:

Segment 1 – Allocating Purchase Price
Segment 2 – Wanda Alexander, President & CEO, Horizons Consulting
08/08/09:

Segment 1 – Where is Your Data?
Segment 2 – Steven A. Abramowitz, Director, Accelerent
08/01/09:

Segment 1: Avoiding Death Tax
Segment 2: Steve Canton, CEO, iCore Networks
07/25/09:

Segment 1: Estate Planners and Family Counselors
Segment 2: Angela Bender, AMJ Financial
07/18/09:

Segment 1: Closely Held Businesses in Trust
Segment 2: Ken Harvey, CEO, JAKA Consulting Group & former Redskin  
07/11/09:

Segment 1: Pomeroy Bill – Valuation Discounts
Segment 2: Julie Wadler, Epiphany Productions, Inc.
07/04/09:

Segment 1: Negotiating Commercial Leases
Segment 2: Mali Phonpadith, Northwestern Mutual Financial Network
06/27/09:

Segment 1: Borrowing to Pay the Estate Tax
Segment 2: Mark Rubin and Kevin Wales, Just Moulding
06/20/09:

Segment 1: Gracefully Exiting QPRTs
Segment 2: Joyce Bosc, Boscobel Marketing Communications, President & CEO
06/13/09:

Segment 1: Avoiding Successor Liability When Buying Business Assets
Segment 2: David Belden, CEO, iExecuvision International
06/06/09:

Segment 1: The 6166 Estate Tax Election
Segment 2: John Feinstein, Author
05/30/09:

Segment 1: Judy and Mike’s Asset Protection Plan
Segment 2: Chryssa Zizos, President, Live Wire Media
05/23/09:

Segment 1: Selling Your Business… Even Now 
Segment 2: Rise Birnbaum, Founder & CEO Zcomm Communications
05/16/09:

Segment 1: Life insurance: Transfer for Value Rules 
Segment 2: Bob O’Braitis, Landsdowne Private Wealth Management
05/09/09:

Segment 1: What’s Happening with Trusts Outside the U.S.?
Segment 2: Larry Rosenfeld, Principal, Sage Communications
05/02/09:

Segment 1: Choice of Business Entity
Segment 2: Kathy Hurley, President & CEO, Infinity Financial Group
04/25/09:

Segment 1: Executors’ Tax Election Choices
Segment 2: Robyn Sachs, President, RMR Associates
04/18/09:

Segment 1: Probate – Pros, Cons and Ways to Avoid It
Segment 2: Jim Lamb, President, Commonwealth Consultants
04/11/09:

Segment 1: Deferred Compensation Plans and New Section 409A
Segment 2: Jim Adkins, Strategic Financial Associates, LLC
04/04/09:

Segment 1: Key Questions to Ask When Formulating a Health Care Directive
Segment 2: F. Kevin Reynolds, President, Cardinal Bank
03/28/09:

Segment 1:10 Essential Characteristics of Entrepreneurs
Segment 2: Leo Fox, President, Tenacity Solutions
03/21/09:

Segment 1: President Obama’s Proposed Tax Changes
Segment 2: Daniel Waetjen, Group President, BB&T
03/14/09:

Segment 1: FDIC Account Limits on Insurance
Segment 2: Deborah Hance, Sr. Vice President, BB&T
03/07/09:

Segment 1: President Obama’s Proposed Tax Changes
Segment 2: Daniel Waetjen, Group President, BB&T
02/28/09:

Segment 1: Succession Planning for Franchise Owners
Segment 2: Rick Tessada, Chairman & CEO, Tessada & Associates
02/21/09:

Segment 1: State Income Tax Considerations in Choosing Where to Retire
Segment 2: Daniel Cornell, Managing Director, Jeffries Quarterdeck
02/14/09:

Segment 1: Business Tax Provisions of the Senate and House Bills
Segment 2: Scott Suhy, President & CEO, Point About, Inc.
02/07/09:

Segment 1: Impact of Low Interest Rates & Market Declines on Tax & Estate Planning
Segment 2: Steve Ashman, Chairman of the Board, Capital Bank
01/31/09:

Segment 1: When To Incorporate Your Business
Segment 2: Marco Rubin, Mgr Ptnr, Exoventure Associates, LLC
01/24/09:

Segment 1: Funding Your Revocable Trust
Segment 2: Katherine Pherson, CEO, Pherson Associates, LLC  
01/17/09:

Segment 1: Choosing The Right Entity For Your Business
Segment 2: Lowell Pratt, Mgr Ptnr, Burney Company
01/10/09:

Segment 1: Do Your Financial and Estate Planning Now
Segment 2: Greg Oxley, Congressional Bank
01/03/09:

Segment 1: Starting Up a New Business in a Tough Business Climate
Segment 2: Marshall Graham, Focus Enterprises