Delivering Direction and Control
By Bridgeford Trust Company
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Episodes: 76
Description
Podcast by Bridgeford Trust Company
| Episode | Date |
|---|---|
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Episode 58 – The Evolution of Asset Protection Planning with Josh Bennett
|
May 12, 2026 |
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Episode 57 – A Modern Approach to Trust and Estate Planning with Porzio, Bromberg & Newman
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Apr 27, 2026 |
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Episode 56 – From Luxury Assets to Global Services with Andy Morgan
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Mar 24, 2026 |
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Episode 55 – Leadership, Community, and Reinvention with Steve Rosansky
|
Mar 02, 2026 |
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Episode 54 – Wealth 3.0: From Foundational Planning to Intentional Legacy with Yaasha Sabba
|
Jan 29, 2026 |
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Episode 53 – Planning for Artists: Trusts, Legacy, and Non-Traditional Assets with Alex Segal
|
Dec 30, 2025 |
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Episode 52 – Plan B Citizenship: Residency by Investment, Global Mobility, and Cross-Border Planning with Moe Soleiman
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Nov 25, 2025 |
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Episode 51 – PPLI, Crypto, and the Next Era of Wealth Planning with Heath Goldman
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Oct 16, 2025 |
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Episode 50 – Serving Global Entertainment & Pro Sports: Building Trusted Advisor with Matt Hoffman
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Sep 17, 2025 |
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Episode 49 - Leading with Yes: Inside the Modern Family Office with Justyn Volesko
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Jul 08, 2025 |
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Episode 48 – Building a Better Exit: Strategic Planning for Business Owners with Ed Barone
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Apr 21, 2025 |
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Episode 47 – Turning Estate Plans into Legacy Plans with Tom Rogerson
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Mar 31, 2025 |
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Episode 46 – Integrity in Wealth Management: A Conversation with Ralph Adamo
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Jan 28, 2025 |
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Episode 45 – Business Lifecycle Strategies and Tax Insights with Lisa Clifford and Jeff Getty
|
Nov 25, 2024 |
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Episode 44 – Conflict-Free Wealth Management and Economic Insights with Jonathan Williams
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Oct 03, 2024 |
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Episode 43 – Data Leaks to Cybersecurity: Protecting Privacy with David Hammarberg
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Aug 22, 2024 |
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Episode 42 – Mexican Clients and Wealth Protection: Insights from Procopio
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Jul 29, 2024 |
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Episode 41 – Navigating Stability: Ireland’s Economic Edge for Offshore Assets with Michael Parker
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Jun 21, 2024 |
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Episode 40 – Asset Protection & Multi-Jurisdictional Diversification w/ Geralda Kral & Michael Donev
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May 15, 2024 |
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Episode 38 - South Dakota as the Preferred Trust Situs for International Families with Stefan Szwarc
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Mar 28, 2024 |
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Episode 37 - Corporate Transparency Act Reporting and a “Single Source of Truth” with Mike Montali
|
Feb 15, 2024 |
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Episode 36 - The Fiduciary Era for Life Insurance with Steven Zeiger
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Jan 25, 2024 |
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Episode 35 – Asset Protection, Offshore Trusts, and Fiduciary Duty with Craig Redler
|
Dec 28, 2023 |
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Episode 34 – California Income Tax Treatment of ING Trusts with William Lipkind
|
Nov 01, 2023 |
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Episode 33 – The Offshore Industry: Asset Protection, Trust Protector and RPT with Reuben Tylor
|
Sep 28, 2023 |
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Episode 32 – Independent Advice, Investment Management, and Philanthropy with Callan Family Office
|
Aug 24, 2023 |
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Episode 31 – Little Shifts Are Big Wins: Meaningful Family Dynamic Conversations with Tina Lovejoy
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Jun 22, 2023 |
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Episode 30 – A Conversation with Patrick Riley: Litigator, Judge, and Trustee
|
May 30, 2023 |
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Episode 29 – Pandora Papers, CRS, and Reporting Regimes with Geralda Kral
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Apr 28, 2023 |
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Episode 28 – Private Insurance and Estate Planning Opportunities with Jonathan Gopman and Mark Sims
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Mar 13, 2023 |
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Episode 27 – The Benefits of Alternative Investments with David James
|
Jan 25, 2023 |
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Episode 26 – From Wall Street to Waffle House with Jimmy Adams
|
Dec 16, 2022 |
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Episode 25 – Prenups, Trusts, and Financial Infidelity with Kimberly Nelson
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Oct 25, 2022 |
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Episode 24 – Outsourced CFO Family Office Services with Copper Beech Financial Group
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Oct 04, 2022 |
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Episode 23 – Tax Planning Solutions for Mass Tort and Plaintiff’s Attorneys with Tate Johnson
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Aug 16, 2022 |
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Episode 22 – International Wealth Planning with Joseph Kellogg (Part 2)
|
Jul 12, 2022 |
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Episode 21 – International Wealth Planning with Joseph Kellogg (Part 1)
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Jun 22, 2022 |
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Episode 20 - Pandora Papers and South Dakota Trusts: The Rest of the Story with Terry Prendergast
|
Nov 04, 2021 |
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Episode 19 – A Conversation with Jeana Goosmann, The CEO’s Attorney
|
Oct 21, 2021 |
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Episode 17 - Philanthropic Planning with Dr. Thomas Dieters
|
Aug 05, 2021 |
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Episode 16 - Discussion with the Society of Trust and Estate Practitioners (STEP)
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Mar 11, 2021 |
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Episode 15 - A Discussion on Investments and the Benefits of a South Dakota Trust with Ann Zuraw
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Feb 18, 2021 |
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Episode 14 - Wealth Structuring and Blockchain Technology with Martin Litwak
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Jan 28, 2021 |
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Episode 13 - Foreign Tax Recovery with Christian Graham
|
Nov 19, 2020 |
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Episode 12 - Managing the Funds of Private Clients with Jamie Vrijhof-Droese
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Oct 09, 2020 |
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Episode 11 - Reinventing Wealth Management with Cresset Capital Management
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Oct 02, 2020 |
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Episode 10 - International Trust Matters with William Blum
|
Apr 20, 2020 |
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Episode 9 - Asset Protection with Gideon Rothschild
|
Mar 05, 2020 |
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Episode 8 - A Discussion with Marty Jackley, former South Dakota Attorney General
|
Jan 30, 2020 |
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Episode 7 – Cryptocurrency with Dr. Daniel Kim
|
Dec 06, 2019 |
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Episode 6 – International Trust Space with Jonathan Gopman
|
Sep 27, 2019 |
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Episode 5 – Kaestner Case, Community Property Trusts and Directed Trusts with Jonathan Gopman
|
Aug 16, 2019 |
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Episode 4 – ING and Community Property Trusts with William Lipkind (Part 2)
|
Jul 26, 2019 |
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Episode 3 – ING and Community Property Trusts with William Lipkind (Part 1)
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Jun 24, 2019 |
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Episode 2 – South Dakota as a Top-Tier Jurisdiction with Terry Prendergast (Part 2)
|
Mar 15, 2019 |
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Episode 1 – South Dakota as a Top-Tier Jurisdiction with Terry Prendergast (Part 1)
|
Jan 31, 2019 |