Jeff Kowal and Chaunsy Weisensel examine the added value of working with a Financial Advisor, discuss how 65-year-olds are redefining a milestone, and share important things you should know about estate planning.

The Retirement Clinic-2-17-24 – Added Value of Working with a Financial Advisor

Many of us think of a will as a one-and-done thing, but it’s really not. In our latest episode of Conversations on Wealth, Sarah Widmeyer, SVP and Head of Wealth Strategies chats about will planning with Sean Hsu, Vice President, Tax.

Sean advises that we should be reviewing our wills regularly (at least every 3-5 years) as part of managing our financial health, and addresses these questions:

- What life transitions might trigger the need to look at our will again?
- What should we be looking at when we review our will? 
- What should we know when it comes to legislation changes around succession and tax laws?

When should you review your will?

Aaron Spitzner and Jeff Kowal discuss what to do with your 401k when you retire, share insights regarding discussing retirement finances with your spouse, and examine naming an executor to your estate.

The Retirement Clinic-6-29-24 – Retirement Finances

This week on 4CRB’s latest Law Talks episode, Attwood Marshall Lawyers Wills and Estates Partner Angela Harry sits down with Robyn Hyland to talk about the role of an executor and potential issues that arise when an executor wishes to purchase property from the estate they are managing.  

Executors must understand the rules of self-dealing estate assets, and their fiduciary duty to act in the best interests of the estate and its beneficiaries. 

The desire of executors to purchase an estate property is becoming more common, often driven by a combination of sentimental value and investment opportunities in a strong property market. However, when an estate, particularly one involving property, is left to children in equal shares, conflicts often arise when one beneficiary seeks to buy the property from the others.

In this episode, Angela explains how potential issues can be mitigated by Will-makers when drafting their Will. If a Will-maker suspects that their chosen executor may wish to purchase the family home from the estate, they can include provisions in the Will to facilitate this.

Law Talks - Angela Harry - Self Dealing As An Executor

The will of Little Richard gave specific instructions of how to handle the publicity rights of his estate. His brother, who was also named as an executor in addition to being a beneficiary, failed to follow the terms of the will resulting in his removal as an executor and losing a share of the publicity rights.

Little Richard's Brother Says "Good Golly Miss Molly" After Being Removed as Executor and Losing | 02-11-25

Pete Rose Hall of Fame, Yay or Nay? 
An eminem fan with too much time on their hands.
Driveway paving. Being an executor.  The Menendez bros. 
Hobbies that are dating red flags. And May 2-4 grilling with Ted Reader!

May 14/25 Craig & Lucky On Demand

Buy on Steam: https://store.steampowered.com/app/2622380/ELDEN_RING_NIGHTREIGN/

Composer: Shoi Miyazawa
Copyright owner: FromSoftware, Bandai Namco

Elden Ring Nightreign OST - Nightreign (Main Menu Theme) by Shoi Miyazawa - Official Score

Epic Orchestral & World Music composer / playlist curator.
Curated playlists on my website, special one on SoundCloud.
EPIC Music account. See WORLD link below:

The following main genres can be found in my albums and curated playlists:
Epic, Classical, Soundtrack, Trailer, Film, Movie, Video Game, OST.

And here are some relevant subgenres:
Battle, Intense, Fight, War, Orchestral, Motivational, Powerful, Pirate, Folk, Fantasy, Elves, Adventure, Choir, Chorus, Choral, Boss, Dragon, Hybrid, Score, Viking, Nordic, Oriental, Arabic, Space, Time, Emotional, Nostalgic, Sad, Celtic, Medieval, Heroic, Victory, Anime, Hype.

Moods are various:
From bright to dark, dramatic to heroic, peaceful to tense, calm to action, instrumental to vocal, and slow emotional cinematic buildups performed by full orchestras.

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.

Need a good lawyer?
We are here to help you. 
Attwood Marshall Lawyers, est 1946.
Phone 1800 621 071 today.
www.attwoodmarshall.com.au

Conversations on Wealth is a podcast series dedicated to helping Canadians navigate the complexities of wealth through a multi-dimensional approach to planning and wealth management.

Host Sarah Widmeyer, Director of Wealth Strategies at Richardson Wealth, talks candidly with various experts, in-house and externally, asking key questions that draw useful insights on wealth-planning issues. Subjects range from multi-generational family issues to investment-related topics. These podcast conversations are intended to kickstart your own discussions – both with those close to you as well as with an Advisor – to help you protect and grow your wealth.

With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning.  Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping you realize your vision.

You can listen to the Kowal Investment Group - now Creative Planning, "Retirement Clinic" podcasts, with retirement and investment planning tips and news right here on Soundcloud. **This is a previously recorded show.**

New tracks tagged #Executor