show episodes
 
While we all have dreams of simplifying our lives, it is not easy. Our podcast is here to help. It focuses on topics that can help make your life easier -- from finances and wealth planning, to your health, travel and more. It’s about putting life in perspective and having a game plan. Questions or topics you would like us to discuss, email podcast@marinerwealthadvisors.com or visit http://www.marinerwealthadvisors.com/podcast
 
Welcome to The Mineral Rights Podcast! I'm here to help you to make the most out of your oil and gas mineral rights and royalty interests. From the latest mineral rights news to featured guests, get the knowledge and resources you need to manage your minerals and royalties.
 
Educating at every step. Absolute Trust Talk is not your run of the mill general counsel show filled with legal jargon that doesn’t 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. Now Kirsten is taking her expertise and experience to a ne ...
 
Hello and Welcome to the Financial Legacy Podcast. I am your host Maria Ellis. On the Financial Legacy Podcast, we will talk about Financial Planning and Estate Planning Legacy. Financial planning is the process of determining a person's or a company’s financial needs or goals for the future and the means to achieve them. Financial planning involves deciding what investments and activities would be most appropriate under both personal and broader economic circumstances. Financial Legacy is t ...
 
Mastering Money is hosted by Certified Income Specialist Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strate ...
 
Welcome to Life/Death/Law. A podcast about estate planning, an issue that affects all of us, because we’re human. Lawyers tend to make estate planning both boring and hard, but I think it doesn't need to be either one. After 20 years writing about it and writing estate plans for hundreds of families, I actually think it's a fascinating and rich topic. Death is like sex. We all do it, but we're often afraid to talk about it. I’m Liza Hanks and I am here to answer your questions with no judgem ...
 
Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
 
Tim and Tom Mullooly from Mullooly Asset Management bring you "Living With Money". Tim and Tom will walk you through your financial life step by step. From the very basics of personal finance to in-depth financial planning and investing methods, you will truly learn how to live with money. With years of experience spanning multiple generations, Tim and Tom bring a unique perspective to your financial life, whether you're just starting out, or getting close to retirement. Through educational ...
 
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show series
 
Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America, featuring timely insights from top market experts and heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! After an update of the markets and today's breaking…
 
Older Americans are selling off the stock market, slowly but relentlessly…. to junior generations. According to CNBC, Baby boomers own an outsized helping of the market and are constantly reducing it--due to RMDs and other factors. This is a process that is non-stop because 250,000 boomers turn 72 every ninety days. Analysts point out it will have …
 
If it feels like the price of everything you buy has been soaring, that’s because it HAS—even as central bankers everywhere worry about the danger of DEE-flation. That said, the prices of many things like clothing, airline tickets and ladies' make up are way DOWN. According to James MacIntosh, writing for the Wall Street Journal, the price of the s…
 
When the economy was strong, pre-pandemic, Mount Everest in Nepal was a hot attraction, almost suffering from overcrowding. After closing its mountains to climbers in March because of the coronavirus pandemic, Nepal is now trying to restart the economy that revolves around the legendary mountain. But it’s pretty clear that 2020, which officials had…
 
This week is part two of our 2020 listener questions series where we answer questions submitted by Jonna, Kevin, Marla, and Sean. If you haven't listen to part one yet, be sure to go back and listen to Episode 80 as well. Thanks again to everyone who left a review or who submitted a question. If you have a question about your minerals or royalties,…
 
The announcements of new vaccines for COVID 19 have caused an uptick in the stock markets, but economists in Europe are not so thrilled about their prospects for recovery. In fact, Wall Street economists now say that it wouldn’t take much for the U.S., Euro area, and Japan to each contract again either this quarter or next, just months after these …
 
The conclusion of the lecture “Truth, Transparency, and the Right of Privacy.” Duncan E. Osborne shares his views on balancing attorney-client privilege and an individual’s right to privacy. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the…
 
Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America, featuring timely insights from top market experts and heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! After an update of the markets and today's breaking…
 
Achieve Financial Freedom, a road map to financial success, is my recently published book which is on sale on Amazon.com. I talk about the various investment alternatives and financial tools to enable you to achieve financial freedom and how best I can help you create the grandest possible vision for your future self.…
 
During the election, we heard debate moderators ask why The United States has only "four percent of the world’s population but twenty percent of the identified cases." The question is meant to sound like a lofty, gotcha, "statistical chokehold"--putting someone like President Trump or Mike Pence on defense. The answer lies in simple math... and is …
 
Most stocks are generally classified as either value stocks or growth stocks. Generally speaking, stocks that trade for valuations below the Price to Earnings ratio of the S&P 500 are considered value stocks, while stocks that outperform the S & P in terms of sheer growth rates are considered growth stocks. Some stocks meet both requirements. We'll…
 
Radon Stancil, CFP, talks about why you should take control of your retirement plan when asking the question "Do want to sleep better, get confident, be prosperous?" Learn how to feel safe while investing in uncertain times as people want their money to last as long as they do.By Ann E Nelson
 
In this episode, we shout out listeners who left a review on Apple Podcasts and we answer the questions that were submitted by Butch, Gregg, Frank, and Ken via email. In fact, we had so many questions in the backlog that we had to split this into two episodes. Stay tuned for Part Two next week! Thanks again to everyone who left a review or who subm…
 
A new landmark retirement study has found that the number of Protected Households has risen for the first time since 2018. The Alliance for Lifetime Income’s annual Protected Lifetime Income Study revealed a total of 3.1 million NEWLY Protected Households and identifies five profiles of Americans planning for retirement. This is the first time sinc…
 
Is it time to buy airline stocks? And if so, which companies might position you ahead of the crowd as multiple vaccines emerge? The exciting announcements of new effective vaccines is a game breaker--and many big investors on Wall Street are getting ahead of the crowd, buying "RECOVERY COMPANIES", which include the airline and tourism industries. T…
 
Part 2 of the lecture “Truth, Transparency, and the Right of Privacy.” Duncan E. Osborne, a chair of the Financial Action Task Force (FATF) and past-president of ACTEC, shares lessons learned from FATF. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States an…
 
As we approach the holidays and gather with family, feelings of gratitude and sharing often arise. In thinking about ways to give back, we’ve invited Andy Garrison, of Mariner Wealth Advisors, to talk about how he’s helped his clients with impact investing. For those who are investing already but would like to make a difference while doing so, Andy…
 
Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America, featuring timely insights from top market experts and heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! After an update of the markets and today's breaking…
 
Taking over control of finances and your financial future can be overwhelming, especially for women who may be experiencing divorce, a spouse's death, or another major life event. However, it can be done smoothly and with peace of mind. In a new episode of Absolute Trust Talk LIVE, Kirsten welcomes guest Mary Ballin. Mary is a Certified Financial P…
 
Joe Biden, who pending legal challenges is the CEO of the office of the President Elect, says that Donald Trump does not have a plan to take on COVID 19. He says that Trump doesn't believe in science and has done absolutely nothing to fight the virus--even though Trump spearheaded the deal with Pfizer in June. Besides developing vaccines and treatm…
 
Many experts on CNBC and elsewhere are saying that DIVIDEND stocks are coming into favor now as the love affair with growth-only stocks begins to chill under a more stingy Republican Senate in 2021. Dividend growth stocks--the type of stocks that grow their dividend every year without fail-- have provided a steady way to grow wealth in good times a…
 
Electric cars run quietly and no smoke comes out the back as they cruise down the highway. These cars burn no gas. They are battery powered, so they couldn't possibly be polluting the air, right? Wrong! says former electric vehicle engineer for GM and author of an important book on the topic. How could electric cars and trucks possibly pollute? Wel…
 
In this month's Mineral Rights Podcast news episode for November 2020, we talk a novel technology that addresses renewable energy storage issues, peak oil demand after COVID, the latest mergers of U.S. shale producers, and why the recent Texas Railroad Commission election was so important An $11 trillion global hydrogen energy boom is coming. Here’…
 
President-elect Joe Biden, should his election be confirmed, will inherit a U.S. trade policy characterized by tariffs on global imports, including tariffs on steel and aluminum from most of the world, on wine and cheese from Europe, and on nearly three-quarters of everything the U.S. buys from China. In fact, Trump’s tariffs are still being levied…
 
Part 1 of the Annual Trachtman Lecture: “Truth, Transparency, and the Right of Privacy” from Duncan E. Osborne, a chair of the Financial Action Task Force (FATF) and past-president of ACTEC. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the…
 
Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America, featuring timely insights from top market experts and heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! After an update of the markets and today's breaking…
 
Many investors think the only way to build wealth is to see the price of your stocks go up, however, many more personal fortunes have been built with stock splits and dividends reinvested over time. You can't always control the price of the stock you own. But dividends are cash money that you can reinvest or spend. Warren Buffett refers to it as th…
 
Is the stock market logical? For that matter, are PEOPLE logical? Investment mistakes are very easy to make, even when you take a logical approach to the market. And who among us is 100 percent logical all the time? Most people in or near retirement would rather not spend hours a day studying market trends, money flows, and reading detailed reports…
 
Learn crazy tips and tricks for making money in penny stocks to make you rich with Tim Sykes. Are you prepared to earn crazy money and see the world via a laptop lifestyle? Tim Sykes has the bank account to prove that anyone can make money using low start-up money with his proven methods.By Ann E Nelson
 
It seems everyone wants to do a Roth conversion—until it’s actually time to write checks to the IRS! Roth conversions sound appealing, but they don’t always make sense-- according to many CPAs-- especially the closer you get to age 70. That said, they can be a powerful tax planning technique. The idea behind most Roth conversions is to take money f…
 
Fraudulent schemes aren’t uncommon, especially among our senior populations. Since COVID began, we’ve seen a few interesting twists pop up. Scammers have become even more creative at seizing opportunities as they arise. That’s why it is vital to take the necessary steps to protect yourself, your loved ones, and your assets. In a new episode of Abso…
 
Selling your mineral rights? Here's what you need to know about how to sell your minerals or royalties to get the highest price possible from a sale or lease and the three primary ways this can be done. This is a deep dive into the 4th tip that we covered in Episode 70 about what to know if you are thinking about selling your minerals or royalties.…
 
As America heads to the polls in what may be the most contested election of all time, you may still be on the fence regarding who to vote for. That's understandable. It has been contentious, yet weird in many ways. We saw the first VIRTUAL campaign ever run—based almost entirely on TV ads, funded by the biggest advertising budget ever--while their …
 
A discussion of how truth, transparency, and an individual’s right to privacy affect attorney-client privilege and the law. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insi…
 
Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America, featuring timely insights from top market experts and heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! After an update of the markets and today's breaking…
 
Like him or not, Donald Trump is one of the most skilled real estate investors in history. Can we blame him for wanting to keep his tax bill low? One of the benefits of investing in real estate is that depreciation and other expenses are deductible every year, for a number of years. Thousands, if not millions, of Democrats, Republicans, pastors, te…
 
With the Green New Deal--or a scaled down version of it--becoming more of an issue every year-- there is no question the world is heading toward cleaner manufacturing technologies, cleaner forms of fuel, and advanced carbon capture technology to make coal and petroleum cleaner. Why do we still need coal and petroleum? Electricity! Without fossil fu…
 
In her conversation with Yvette, Jeannine Mitchell, Chair of Doylestown's Environmental Advocacy Council, demonstrates her passion for environmental advocacy. Jeannine is committed to educating others on the importance of a sustainable ecosystem by recommending resources that are beneficial to all.By What's Your Legacy?
 
In this episode, we do a deeper dive on the issue of a fracking ban on federal lands that Joe Biden has talked about implementing if he gets elected president in 2020. To help you understand what this might mean for the value of your mineral rights and for the future royalties that you might receive, we look at what it would mean for the oil & gas …
 
In case you hadn't noticed, the future is getting just a tad more unpredictable every day. When you are putting a financial plan together for RETIREMENT, you are smart to plan for the worst while always hoping for the best. Annuities are not for young investors. They are for those planning a retirement that is not subject to the whims of bad market…
 
The LTCI market continues to evolve, and the ability to blend long term care insurance into annuity products offers clients a powerful new asset to offset the rising costs of care. November is Long Term Care Insurance Awareness Month, so it's an ideal time to reconnect with clients who were declined or failed to acquire LTCI in the past. In this ep…
 
Older Americans are selling off the stock market, slowly but relentlessly…. to junior generations. According to CNBC, Baby boomers own an outsized helping of the market and are constantly reducing it--due to RMDs and other factors. This is a process that is non-stop because 250,000 boomers turn 72 every ninety days. Analysts point out it will have …
 
Most of us know at least the basics of softball, volleyball and lacrosse and that the team with the most points wins. Athletes Unlimited has introduced a new scoring model for professional athletes that goes beyond the points on the scoreboard. In this episode, Scott Sturgeon invites Haylie Wagner, a professional softball player with Athletes Unlim…
 
Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America, featuring timely insights from top market experts and heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! After an update of the markets and today's breaking…
 
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