Sheri MacMillan is back in the studio with Wayne Nelson to continue to discuss how MacMillan Estate Planning can help you prepare for your future, and safeguard your significance.

Segment 3 | Talk to the Experts with Sheri MacMillan | June 3rd, 2023

Segment 2 | Talk to the Experts with Sheri MacMillan | June 3rd, 2023

Segment 1 | Talk to the Experts with Sheri MacMillan | June 3rd, 2023

This article on safeguarding your wealth emphasizes the difference between avoidable investment mistakes versus random market misfortune. By eliminating avoidable mistakes, investors can also lower, but not entirely eliminate, the possibility of experiencing negative investment outcomes.

Wealth Protection 101: How to Avoid Costly Investment Mistakes

aspire-planning.com

If there's a time in your life when you're going to be cautious in investments, and that's everything, stocks, normal corporate and high-yield bonds, everything but the Treasury bonds, which are the safest in the world, the 10 and 30-year, it's now. Joining your host, Dennis Tubbergen, on Retirement Lifestyle Advocates radio this week is economist and demographics expert Harry Dent. Dent tells us that while the Fed printed its way out of the economic crash in 2008, the next crash will be much bigger because the recent boom was all artificial.

Harry Dent is internationally recognized for the accuracy of his economic forecasts and is the author of the #1 best-selling book, Zero Hour.  He’s appeared on “Good Morning America,” PBS, CNBC, CNN, and Fox News. He’s been featured in Barron’s, Investor’s Business Daily, Entrepreneur, Fortune, Success, U.S. News and, World Report, Business Week, The Wall Street Journal, American Demographics and Omni. He is a regular guest on Fox Business’s “America’s Nightly Scorecard.”

To learn more about Harry Dent and subscribe to his free newsletter, please visit https://harrydent.com/.  To learn more about Retirement Lifestyle Advocates, please visit our website at www.RetirementLifestyleAdvocates.com.

2023-10-22 Retirement Lifestyle Advocates Radio w/ Harry Dent

Step into a deep dive with Dean Tellone as he unpacks the essentials of estate planning—an often-overlooked strategy that’s crucial for everyone, not just the ultra-wealthy. In this engaging episode, Dean demystifies the core tools of estate planning, from creating a will and setting up trusts to navigating tax-efficient wealth transfers and avoiding probate. He explains how a well-structured estate plan can safeguard your assets, honor your personal wishes, and prevent unwanted legal battles that could erode your legacy.

Through relatable, real-world examples—including cautionary tales like those from the Vanderbilt family and success stories like the Rockefeller legacy—Dean invites you to reflect on your own plans and ask, “Am I truly protecting what I’ve worked so hard to build?” Grab a cup of coffee, get comfortable, and join the conversation as you learn actionable strategies to ensure that your wealth and values are passed on to future generations just the way you intend.

Estate Planning 101_ How to Protect Your Wealth for Generations

In this timely episode, Sheri MacMillan shares key estate planning strategies for the year ahead— including how to protect your wealth from taxes, market volatility, and legal risk. Whether you’re a business owner, have cross-border assets, or want to keep more in the family, this episode is packed with practical insights.

Segment 1 | Talk to the Experts with Sheri MacMillan | May 3rd, 2025

Segment 4 | Talk to the Experts with Sheri MacMillan | May 3rd, 2025

Segment 3 | Talk to the Experts with Sheri MacMillan | May 3rd, 2025

Segment 2 | Talk to the Experts with Sheri MacMillan | May 3rd, 2025

Our financial planning practice was founded to help individuals and families achieve everything they aspire to. That means we go beyond a traditional financial advisor’s focus on investment management to emphasize comprehensive financial planning that organizes all the disparate parts of your wealth, including real estate, compensation plans, taxes, and retirement. Because your dreams will take time to realize, we are committed to working with you over the long term, giving you confidence that you will reach your destination.

Dean Tellone is the President and CEO of Tellone Financial Services—founded in 1975—Dean has transformed the company into a trusted institution that manages over $200 million in mortgage funds while consistently delivering client-first, independent financial advice. Dean is also a proud Southern California native, seasoned financial expert, entrepreneur, and thought leader with over four decades of experience in financial planning, tax accounting, and mortgage advisory.

Listen to MacMillan Estate Planning's regular podcasts, as featured on CHQR's Talk to the Experts, to understand all the ins and outs of estate planning to effectively safeguard your significance.

MacMillan Estate Planning offers a holistic approach to estate planning with all the people, processes, and technology that you need to plan your estate – either in person or virtually. Our team of lawyers, accountants, financial planners and counsellors offer a refreshing alternative to the banks, law firms and accountancy firms.

New tracks tagged #Wealth Protection