Responsorial Psalm for 33rd Sunday in Ordinary Time - C
Text: Psalm 16
Music: Paul F. Jernberg
Cor Unum Chorale
Michael Garrepy, cantor
Paul Jernberg, conductor
Recorded at St. John the Guardian of Our Lady Parish
Clinton, MA
January 4, 2022

Responsorial Psalm: You are my inheritance, O Lord

Do you ever find yourself contemplating the complexities of inheritance, property transfer, and estate planning? Well in episode 67 of Building Wealthy Habits, we are tackling common misconceptions surrounding these topics, particularly regarding the implications of putting children on property titles and the tax benefits of inheritance. Randy and Jeremiah emphasize the importance of understanding gifting limits and the necessity of testing financial responsibility in family gifts. Tune in as we also cover the intricacies of estate planning for high-value assets and the significance of comprehensive planning to avoid pitfalls, especially concerning retirement accounts and estate taxes.

In This Episode:

Many clients misunderstand the implications of putting children on property titles.
Inheritance can provide significant tax benefits through a step-up in basis.
Gifting has limits, but exceeding them doesn't necessarily incur taxes.
Testing financial responsibility in children is crucial before large gifts.
Estate planning should be proactive, especially for high-value assets.
Retirement accounts have different rules regarding inheritance and taxation.
Comprehensive estate planning is essential for effective wealth management.
The tax code is complex and requires regular review and planning.
Families often overlook the importance of discussing estate planning openly.
Wealth management involves integrating estate planning with overall financial strategies.

Reach out at contact@tricordadvisors.com

Connect with Jeremiah:

LinkedIn:   / jeremiahjlee  
Email: Jeremiah@tricordadvisors.com

Connect with Laura:

LinkedIn:   / laura-lee-59a83610  
Email: Laura@tricordadv.com

Connect with Randy:

LinkedIn:   / rkbarkley  
Email: Randy@tricordadv.com

Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.

Episode 67 - Inheriting vs. Gifting

Matías Bombal's Hollywood
Capsule Current Cinema Review
INHERITANCE
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Syndicated radio version Capsule Current Cinema Review
Length 90 seconds- Music in and out.
Music Theme: BOMBALINO by Charles William Midgley
c. 1985 Matias Antonio Bombal
Performed by Jim Jordan at the San Francisco FOX Theatre Moller lobby organ.
www.mabhollywood.com
Facebook: www.facebook.com/MABHollywood

Matías Bombal's Hollywood- INHERITANCE- 2024- 060625

Based on 'If' by Rudyard Kipling

What have I to give? 
I'm just a man, thrown about by the torrent of life,
The tumult of ups and downs, fear and love,
right and wrong. 
But I learned these things. 
These are my legacy for you.
Your inheritence,
These gifts, this wisdom,
are worth more than gold,
or castles,
or fields.
Spend it well, live well and pass it on to your sons,
and daughters too. 

If you can keep your head when all about you
  Are losing theirs and blaming it on you;
If you can trust yourself when all men doubt you,
  But make allowance for their doubting too:
If you can wait and not be tired by waiting,
  Or, being lied about, don't deal in lies,
Or being hated don't give way to hating,
  And yet don't look too good, nor talk too wise;

you'll be a Man, my son,
you'll be a Man, my son,
you'll be a Man, my son,
you'll be a Man, my son.

If you can dream — and not make dreams your master;
  If you can think — and not make thoughts your aim,
If you can meet with Triumph and Disaster
  And treat those two impostors just the same:.
If you can bear to hear the truth you've spoken
  Twisted by knaves to make a trap for fools,
Or watch the things you gave your life to, broken,
  And stoop and build 'em up with worn-out tools;

[BRIDGE]
If you can make one heap of all your winnings
  And risk it on one turn of pitch-and-toss,
And lose, and start again at your beginnings,
  And never breathe a word about your loss:
If you can force your heart and nerve and sinew
  To serve your turn long after they are gone,
And so hold on when there is nothing in you
  Except the Will which says to them: "Hold on!"

If you can talk with crowds and keep your virtue,
  Or walk with Kings — nor lose the common touch,
If neither foes nor loving friends can hurt you,
  If all men count with you, but none too much:

If you can fill the unforgiving minute
  With sixty seconds' worth of distance run,
Yours is the Earth and everything that's in it,
  And which is more: you'll be a Man, my son!

What have I got to give?

Jeff Kowal and Aaron Spitzner share new reporting updates for 2025 qualified charitable distributions, discuss how much Americans are saving for retirement and determining how much they may need in retirement. Then Jeff and Aaron wrap things up by touching on five common financial mistakes people make when getting divorced.

The Retirement Clinic-6-14-25 – Are your saving enough for retirement?

In Parshat Pinchas, the Torah describes how the Land of Israel was divided among those over the age of 20 at the time of entry—not based on those currently turning 20. Through the complex system of inheritance, where portions reverted to the names of ancestors who died in the desert, we are taught that entering the Holy Land requires confronting the Keter, the spiritual barrier that pushes us back just before reaching the light. This setback tests our joy and perseverance. Those who responded with simcha despite trials were worthy of receiving the Land. The act of giving the land back to their ancestors before reclaiming it reflects the mechanism of Keter—every true spiritual inheritance requires submission, humility, and endurance. The Land, which is the place where the Infinite Light shines, can only be accessed by those who joyfully accept the Divine “pushback” and hold fast to their desire to be close to Hashem.

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Parsht Pinchas - The Inheritance of the Dead

“The passage from Ephesians tells us we, all of us, as a people, and indeed the entire cosmos, have redemption in Jesus Christ. Despite everything we have done, we have been given a gift. How we respond to that gift is up to us. So let us consider this passage, holding in tension all the things that are true: that our political system is more precarious than we may have thought, the birds are still singing, and we woke up this morning free to come to church."

7.13.25 - Message: Inheritance

Today's Gospel lesson is from Luke 12:13-21. 
Jesus responds to an inheritance dispute with a parable about a rich fool who hoards his abundance rather than sharing with the community. The sermon explores different forms of greed beyond material wealth, examining how our relationship with resources - whether money, attention, or influence - reflects our spiritual priorities and understanding of God's kingdom economics. Through this lens, we see how true security comes not from what we store up, but from how we participate in God's economy of grace and mutual care.

Beyond Bigger Barns

Jeff Kowal discusses how sudden wealth can lead to financial mistakes and what you can do to manage it. Then touches on Americans using their 401k as an emergency fund, required minimum distributions, and social security. And wraps up the show with the dispute over Jimmy Buffett’s estate.

The Retirement Clinic-7-26-25 – How to Manage Sudden Wealth

Are you prepared to safeguard your financial future and tackle the challenges of estate settlement? In this episode of Dollars & Sense, we dive deep into the essentials of risk management—from understanding investment volatility to balancing risk and reward for lasting financial health. Discover practical strategies like diversification, setting clear financial goals, and building emergency funds to protect what matters most. 

But that’s not all! We also unravel the complexities behind estate planning and the often-thankless role of the executor. Learn how to avoid common pitfalls, reduce family conflicts, and streamline the process for a smooth transition of assets. Packed with insights from the acclaimed "Dollars and Sense" and "Next Gen Dollars and Sense" books, this episode equips you with actionable tips to take charge of your finances and confidently navigate life's big transitions. 

Mastering Financial Risks & Estate Executor: Build Confidence for Whatever the Future Brings

Valley Presbyterian Church has an international reputation as a destination wedding setting, but for some 350 people in the Bay area, it’s more than a wedding, or even a Sunday, destination:  it’s our home.

Because of our proximity to Stanford and Silicon Valley, a lot of us work in academia or technology.  Because of our love of and passion for the arts, many of us are working artists, writers, and musicians – or aspiring to be!  We follow Christ in the teachings of the Reform tradition (PCUSA), though individually, our paths vary.  What we share is a longing for God, a connection to the community, and meaningful ways to serve the wider world.

Even though we are a destination church, we believe that we are called to risk the Spirit-led journey. And we are really one another’s traveling companions and support team along the way.

Dollars & Sense with Joel Garris of Nelson Financial Planning is Central Florida's longest-running radio program. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who changes lives through successful planning.

Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation.

Offering securities through Nelson Ivest Brokerage Services, Inc, Member FINRA, MSRB & SIPC. Please note that these broadcasts are intended for general informational purposes only as individual situations may vary. The views expressed are those of the speaker and are subject to change at any time. Statements made should not be relied upon as a recommendation or solicitation. When discussed, past performance is no guarantee or indication of future results.

We discuss life's hard financial questions to help you make smart choices with your money. New Episodes each week.

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Rev. Dr. Charissa Howe brings vibrant energy and deep theological insight to her preaching ministry. A Presbyterian pastor of a vibrant Pittsburgh congregation and the former Director of Chaplaincy at an urban county jail, she weaves together academic wisdom with real-world pastoral experience. Her engaging style combines thoughtful biblical interpretation with practical applications for daily life. Drawing from her diverse background in both institutional and congregational ministry, she offers fresh perspectives that challenge and inspire listeners to deeper faith and action.

This page only contains archives of old episodes. Please refer to your favorite podcasting platform or https://open.spotify.com/show/7qss2YJ25d3ID0jRItlKMu for new recordings.

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 #Inheritance