Best 60 Estate Planning Podcasts

Modern Family Matters is a podcast based out of the Pacific Northwest that discusses a variety of different topics that can impact the family unit, such as divorce, custody, estate planning, adoption, personal injury accidents, and bankruptcy. We believe that there is no such thing as 'broken' family, and that true family can take on many different forms. Join our host, Steve Altishin, as he interviews attorneys and other industry professionals on all matters pertaining to the modern family. more

Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve... confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can't afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you are getting closer to having the life you have always dreamed about. more

Estate Planning Strategies is a podcast dedicated to everything estate planning, including wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation-skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it. more

Answers for Elders is the North Star in Navigating Senior Care.  Our content is designed to Empower Seniors and their Families through the Daunting Journey of Aging.Featuring our host, Suzanne Newman and top industry providers across the USA, together, we support, coach and assist seniors, caregivers and their families in finding the best independent solutions in world of aging, with a comprehensive line-up of topics covering Health & Wellness, Life Changes, Living Options, and Money & Law. more

The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,500 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate, and trust administration. more

Welcome to Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money, and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life. more

This podcast is about Asset Protection, Estate Planning and Tax Advisors.

Keeping seniors and their families informed and up to date on estate planning, elder law and other matters. We help seniors navigate the legal maze of aging in America. more

Finishing Well, brought to you by Cardinalguide.com, with Certified Financial Planner, Hans Scheil. On Finishing Well we will examine topics such as social security, Medicare, IRA's, Long Term Care, Life Insurance, Investments, and taxes to assist families in finishing well. We will break down all the complicated information around retirement topics to make it easily understandable for everyone: from people who have been planning retirement for years to those who have just started. Join us in learning how to get started Finishing Well! more

Join Angela Robinson of Kennedy Financial Services for Life Planning 101. Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, retirement planning...and much more. more

Hull on Estates is a series of podcasts for the Canadian legal community dealing with issues and insights surrounding estate planning in Canada. Hosted by the lawyers of Hull & Hull LLP, the podcasts will touch on some of the key considerations when planning wills and estates. more

About two-thirds of Americans do not have an estate plan. That means when they die, the government decides the fate of their family and their fortune. Join Board Certified Estate Planning, Trust and Probate Law Specialist Attorney Bob Bergman for Plan Your Estate Radio, and discover what you should do to protect your rights. Bob's 35 plus years of estate planning experience coupled with his easy manner and straightforward talk make this one of the most compelling hours on talk radio today. more

On this weekly podcast, members of the Takacs McGinnis Elder Care Law team discuss the tools, techniques, strategies, and services that will help you respond with confidence to the legal, financial, and personal challenges created by long life, chronic illness, and disability. more

Michael B. Cohen is an elder law attorney whose Dallas law practice focuses on the legal needs of the disabled and elderly, including estate and Medicaid and other public benefits (such as Veterans benefits) planning. He is a frequent speaker on these topics. more

Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.Hosted by advisor Matt Goolsby, this program features an advisor panel from Market Advisory Group (Wichita, Kansas City) discussing recent news, relevant topics, and client stories. Then, segments featuring a Medicare advisor, estate planning attorney, and tax CPA.Retire Hour is complete retirement education. more

Legal Tea is a podcast devoted to promoting awareness of estate and elder law in an educational, yet entertaining way. A new episode drops weekly on Tuesday. Hosted by Indiana Attorney, Jenny Rozelle. more

For advice about something as complicated and emotional as the intersection of love, death, and money, you need a true expert. Naz Barouti is the perfect person to guide you through these topics. As a lawyer, Amazon best-selling author, entrepreneur, media commentator, and public speaker, Naz is known to many as a strong, calm, confident voice of reason. more

Educating at every step. Absolute Trust Talk is not your run of the mill general counsel show filled with legal jargon that does not resonate. Through her 20 years of practice, Absolute Trust Counsel managing attorney Kirsten Howe found herself working with clients who were confused and overwhelmed by the complexity of estate planning and saw a need to help clients with education and specific client-centered estate planning services. more

Podcast by B.O.S.S. Retirement Solutions. Retirement Income. Wealth Management. Estate Planning. We are passionate about helping our clients maximize their retirement income. Ryan and Tyson are your source for all things retirement. Ryan and Tyson covers everything from how current events could affect your savings, to strategies to maximize your retirement income, and everything in between on Retirement Solutions Radio. more

Pennsylvania estate planning attorney Yvette E. Taylor explores the extraordinary legacies of ordinary people.

Do you know what will happen to your loved ones when something happens to you? If you do not know the answer or do not like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area. more

Welcome to the Celebrity Estates: Wills of the Rich and Famous podcast. In this podcast we break down high profile celebrity estate planning cases for advisors and their clients. Most celebrity estate catastrophes are based on the same issues that everyday people face, just with the volume turned up. Our goal is to identify and extract the individual estate planning issues that lie at the heart of each story. We then discuss what advisors should expect and how to avoid common pitfalls. more

Conversations brought to you by the Trusts and Estates Section of the California Lawyers Association..

Welcome to Law Talk with the Flock by Goosmann Law Firm! Do complex legal issues hold you back, preventing you from meeting your goals? Let's get energized and bring clarity to your top legal questions. We are here to help you win disputes, protect your wealth, and spend time on what's worth it. Our episodes address topics from business deals, complex litigation, finance, employee issues, divorce and family matters, estate planning, and real estate. Jeana Goosmann, CEO, Lawyer, Author, and Woman Business Owner serves as your host. She helps navigate you through the law, business problems, and life as a leader. Jeana Goosmann is joined by other Goosmann attorneys and guests who are gurus in their industry. Our short segments make it easy for business leaders and busy people everywhere to listen. Get ready to feel motivated to meet your goals and tackle your legal problems! We are happy attorneys making the law fun join us! For more information about the law and our team, visit www.GoosmannLaw.com. Please read our full Podcast DISCLAIMER at www.GoosmannLaw.com/Podcast-Disclaimer/. more

A financial podcast even Sasquatch would lick to get to the center of. We navigate the world of money and financial planning with a laid-back outdoorsy vibe. more

Senior Matters Radio is a weekly show dedicated to showcasing experts in the fields that matter most to today's seniors. From insurance to financial planning, long-term care to retirement, you'll get useful, actionable advice from leaders in their respective fields. Hosted by Mark Wight of Idaho Estate Planning, a member of the Idaho State Bar, the Taxation, Probate & Trust Law Section of the Idaho Bar, Wealth Counsel, and Elder Counsel. more

When it comes to financial planning and investing, many of us have more questions than answers. 'What the Wealth?!' offers sound financial information and guidance on numerous concerns to help Gen X and Y families and professionals as well as 50-Forward individuals create the lives they love. Jonathan P. Bednar, II, CFP, joined Paradigm Wealth Partners in January 2010, where he is in partnership with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guiding his clients to make informed financial decisions and planning as a means to solve their investment and retirement concerns.Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Paradigm Wealth Partners, a registered investment advisor and separate entity from LPL Financial. more

The Wealth and Law Podcast is hosted by Brent Nelson, a partner at Rimon, P.C. who practices estate planning, tax, and family business law. The podcast explores how personal wealth intersects with the legal landscape by diving into relevant topics, teaching you what Brent has learned and engaging with guests with deep expertise in their fields. more

Todd Whatley is a Certified Elder Law Attorney, practicing attorney and now the Elder Law Coach. His passion is to help attorneys become proficient Elder Law Attorneys. He still practices law with over 22 years of experience with offices in two states. He is the Past President of the National Elder Law Foundation, the ABA accredited certifying organization for the ABA. He LOVES working with new and experienced attorneys to help them have the best job in the world and help a great population. Visit him at www.TheElderLawCoach.com. This podcast was formally known as Elder Law in a Box. more

Hosted by Jeffrey Bellomo, Esq., CELA, LLM, and over 20 years of experience practicing in estate planning. We'll discuss all things Estate Planning and Law. Our mission is to help educate so that what happened to the Bellomo family doesn't happen to you. We hope to answer your most burning questions and support you with a solution to estate planning that works for you and your loved ones. more

Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protecting your assets from outside forces that can disrupt your retirement. more

Bill Alexander founded and manages an estate planning, asset protection, and elder law practice in Raleigh at W. G. Alexander & Associates. An attorney for over 36 years, he maintains the highest attorney ratings — 'A-v Preeminent' by Martindale-Hubbell, and a '10' rating by Avvo. Bill is a native of Kannapolis, North Carolina and graduated from Davidson College and Wake Forest University Law School. more

When Winning Matters Most.

The Retirement Key podcast is your go-to resource for practical insights and strategies for a successful retirement. Join hosts Abe Abich and Pat Volk, two experienced financial planners who share decades of expertise on everything from Social Security to estate planning.Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Key has something for you. In each episode, Abe and Pat provide personalized solutions to the most common retirement challenges.Subscribe today and empower yourself to make confident financial decisions for a fulfilling retirement journey.To begin your personalized retirement conversation and gain a deeper understanding of your financial path, visit  Abich Financial Solutions websiteFind even more helpful insights from Abe Abich, Pat Volk and the rest of the team on Facebook, Instagram, LinkedIn and YouTube! more

This Week in Wealth with Tom Fortino: When it comes to saving, spending, investing and taxes, life can get complicated. Especially now. It feels like every day there's news that affects the stock market, your wallet, and your retirement. To unravel the jargon and help you spend smarter, tune into This Week in Wealth. more

Repair The Roof, a legal podcast hosted by Ted Gudorf of Gudorf Law Group, LLC. The show focuses on legal issues relating to estate planning, wills and trusts, elder law and other business topics, especially related to people and families in Ohio. Ted will teach you about protecting your family legacy through comprehensive estate planning and asset protection. more

At Trusted, we help you deal with and understand areas of life where you have to put a lot of Trust in others, especially attorneys. Our goal is to help you understand these things, what to look for, and the type of professionals you can trust to get things done the right way the first time. more

View Legal is a specialist law firm, focusing on tax, structuring, asset protection, business succession, and estate planning. The founders of View Legal are committed to building a law firm that our friends would choose. View Legal is results-focused and passionate about delivering solutions in a way that aligns with our 'SPS' - service and price satisfaction - guarantee. more

Financial planning is all about vision - what do you want for the rest of your life? Amy Walls of Thimbleberry Financial helps clients paint that picture every day. And it's what we will do in this podcast. more

Driving Success for Estate Planning, Elder Law and Family Law AttorneysA growth acceleration podcast for estate planning, elder law and personal family lawyers working to scale their firms to seven figures and more ... with host Jennifer Goddard. of Integrity Marketing Solutions. Featuring interviews with leading legal professionals, financial and growth mindset experts, and providing marketing tips and hacks to grow your law firm, drive leads and close more business at premium fees. more

Financial and retirement planning guidance with Brian Doe of Livingworth Wealth Advisors, based in the lake country of Georgia. more

Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He's the author of 'Your T.I.M.E is Now', sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in Longmont, Colorado, Frank has helped hundreds of families over the years achieve their retirement goals. more

We talk about the juicy details of cases that our law firm has dealt with. (Of course changing the names and details to protect attorney client privilege) Without using lawyer talk and legalese, we dive into what options our clients were faced with to fix their situation. more

A podcast discussing estate planning, estate administration/probate, trusts, elder law, wills, and powers of attorney. more

Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trademarked Retirement Road Map® is a holistic planning process that focuses on the 5 key areas of retirement planning: Income planning, investment planning, tax planning, health care planning, and legacy planning. The Retirement Road Map is your guide to financial freedom and will prepare you for the retirement you've always dreamed of and deserve! more

Bill Gross is an expert on Los Angeles Probate. He hosts a weekly call to discuss how to get sales in probate, how to engage with probate attorneys, and more probate-related topics for real estate agents and investors. Support this podcast: https://podcasters.spotify.com/pod/show/probateweekly/support more

Accounting, Financial Planning, Insurance, Legal, Tax insights from Denver experts

In each episode of The Estate of The Union podcast, host and lawyer Brad Wiewel will give valuable insights into the confusing world of estate planning, making an often daunting subject easier to understand. It is Estate Planning Made Simple!Nothing contained in these videos is to be considered as the rendering of legal advice for specific cases, and viewers are responsible for obtaining such advice from their own legal counsel. This production is intended for educational and informational purposes only. more

After the amazing success of the Empower Women Series (EWS) events led by our President Kristine Porcaro, we are now launching a PodCast dedicated to sharing the knowledge of the amazing guests that make the EWS a reality. You will get to listen the key takeaways of all of our guest speakers in a candid and freeform conversation. We will also have exclusive interviews with other amazing women that have inspired us and continue to do so. more

Mark Reckman has been with Wood Lamping since 1979 and has served as the head of the Real Estate and Probate Practice Areas as well as managing partner of the firm.Currently, Mark's practice spans Medicaid, estate planning, probate, real estate, and small business. Mark is a founding member of TriState Care Partners, which is a referral network of Cincinnati health care providers dedicated to enabling seniors to age in the place they call home.Since 2006, Mark has been selected annually for inclusion in Ohio Super Lawyers. more

The Newton Knowledge Podcast is intended to provide meaningful content to our advisor community and anyone interesting in learning about sophisticated insurance related topics, focusing on estate planning, wealth transfer and executive benefits. Newton One is a national life insurance planning firm and a member of the M Financial Group. more

Hear Fiduciary Trust's insights on the global economy and markets as well as our perspective on financial, retirement & estate planning, trusts, philanthropic planning, next gen education, and other topic areas. (c) Fiduciary Trust Company. more

Keep up with the latest in Texas Estate planning with our articles written by Michael B. Cohen. Discover a wealth of insights and guidance on the legal needs of the disabled and elderly at this dedicated blog. Michael is a Dallas attorney focused on obtaining and/or retaining public benefits (especially Medicaid) for the elderly and disabled. more

Michael B. Cohen is an elder law attorney whose Dallas law practice focuses on the legal needs of the disabled and elderly, including estate and Medicaid and other public benefits (such as Veterans benefits) planning. He is a frequent speaker on these topics. more

Listen as our hosts, Christine and Kristine, discuss different law-based scenarios in media. Is what you see on television and in movies accurate in regards to the law? more

Jackson & Peck Financial Group was established in Kewanee in 2008 by Darrel Peck, Christian Jackson, and Court Jackson*. All three are Kewanee natives and had decided to bring their business back to where they grew up. In 2001 Darrel Peck joined Mark Thompson and Associates out of Davenport, IA and quickly began plans to open an office in Kewanee. With the addition of Christian Jackson in 2006, plans to open the location moved swiftly. In April of 2008, JPFG opened their doors in Kewanee.The agency prides itself on the knowledge of the community and community members they gained while growing up in the area, and their continued involvement in Kewanee.They have added several members to the local team to include providing services for the surrounding areas of Kewanee and the surrounding counties.Through continued involvement in local organizations and continued support of economic development, the professionals at the local agency are focused on providing quality insurance and investment products to friends and family for many years. more

Welcome to Path to Abundant Living, where we address pertinent topics surrounding wealth management to help better position yourself, your family, and your business for success. Listen as Scott Morrison and Matt Nordmann, Managing Partners of Morrison, Nordmann & Associates, tap into their wealth of financial experience and address various strategies and services they utilize for their clients. So sit back, relax, and enjoy intriguing financial conversations that place you on path to abundant living and help you navigate the rest of your life. more

In-depth discussions on private wealth matters from Saffery LLP.

Dottore Commercialista, Tributarista esperto di trust, Trust and Estate Practitioner TEP, in Milano e Napoli

Cherry Bekaert's podcast for private clients services where we discuss developing trends and market dynamics as well as tax and accounting tips that could impact your business. more