Newton Knowledge Podcast
By Newton One, LLC
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Newton One, LLC
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 0
Reviews: 0
Episodes: 52
Description
The Newton Knowledge Podcast is intended to provide meaningful content to our advisor community and anyone interesting in learning about sophisticated insurance related topics, focusing on estate planning, wealth transfer and executive benefits. Newton One is a national life insurance planning firm and a member of the M Financial Group.
| Episode | Date |
|---|---|
|
Dave Reynolds – PPLI and PPVA Planning
|
Jun 22, 2026 |
|
George Riter – GRATs and the Elcan v. Commissioner Case
|
May 21, 2026 |
|
Jennifer Fox - Legislative Update
|
Apr 30, 2026 |
|
Curtis Golkow – Business Succession Planning
|
Mar 13, 2026 |
|
David Warren – Importance of Trust Planning and Situs
|
Feb 06, 2026 |
|
Rich Carroll – Unlocking Enterprise Value
|
Dec 11, 2025 |
|
Exceptional Risk Advisors - Insuring NIL Contracts
|
Nov 27, 2025 |
|
Adam Sendzischew - Premium Financing Life Insurance Solutions
|
Oct 24, 2025 |
|
Brian Sharkey and Dan Cornell - Benefits of Gifting Private Company Ownership Interests
|
Sep 25, 2025 |
|
Emmanuel (Manny) Fournaris and Constantine Fournaris - Business Succession Planning
|
Aug 08, 2025 |
|
Patrick Conner - Estate, Business Succession and Tax Planning
|
Jul 18, 2025 |
|
Josh Caron - Legislative Update
|
Jun 18, 2025 |
|
Marty Babitz - Hoensheid V. U.S. Tax Court Ruling
|
May 16, 2025 |
|
Michael Gordon – Modernization and Modification of Trusts
|
Apr 11, 2025 |
|
Jennifer Smith - Trust Planning for Divorce
|
Mar 21, 2025 |
|
Amy Mister and Brittany Vavala – Underwriting Process and Policy Stewardship
|
Mar 06, 2025 |
|
Michael Francisco and Colin Devlin - Navigating the Sale of Your Business
|
Jan 30, 2025 |
|
Tami Barraclough and Courtney Russell – M Financials’ Executive Disability Insurance Directors
|
Dec 12, 2024 |
|
Kyle Davis - Sr. Director & Actuary
|
Nov 26, 2024 |
|
Brendan Flatow - Evergreen Settlements
|
Oct 10, 2024 |
|
Bradley Terebelo - The Wonderland of Trust Situs and Governing Law
|
Sep 12, 2024 |
|
Coach Ted Rath - Professional Athlete/Executive Development
|
Aug 15, 2024 |
|
Colin Devlin - Connelly V. United States Supreme Court Ruling
|
Jul 11, 2024 |
|
Jason Early - Founder of RISR: Comprehensive Business Owner Engagement Platform
|
Jun 12, 2024 |
|
Colleen Boyle and Samantha Anderson - Estate Planning for Fine Art and Collectibles
|
May 17, 2024 |
|
Todd Flubacher - Letting Go of the Dead Hand
|
Apr 18, 2024 |
|
Steve Raymond - M&A Transaction Considerations
|
Mar 21, 2024 |
|
Bob Finnegan - The GRAT Enhancement Strategy
|
Dec 15, 2023 |
|
Colin Devlin – Why Business Owners and their Advisors Should Review Their Buy-Sell Agreements
|
Nov 07, 2023 |
|
Emily Skyrm - Estate Preservation and Legacy Planning
|
Sep 21, 2023 |
|
Erik Reynolds - Long-Term Care and Legislative Updates
|
Aug 23, 2023 |
|
David Neufeld - Residency Changes and Tax Considerations
|
Jul 05, 2023 |
|
Daniel Valentino - Tax and Estate Planning
|
Jun 06, 2023 |
|
Julia Brines and Dan Caramanico - Collaboration, Relationships and Networking
|
May 17, 2023 |
|
Scott Radcliffe and Scott Burky - Continuation Planning for Privately/Family Owned Businesses
|
May 04, 2023 |
|
Tim Zeigler - Kamelot Auction House
|
Mar 14, 2023 |
|
NFL Player Planning - Barry Church
|
Jan 24, 2023 |
|
Bill Dugdale – GRIT Talks
|
Dec 08, 2022 |
|
Brian Travers - Tips and Tricks to Insuring Unique Assets
|
Oct 14, 2022 |
|
John McLeod - Business Owner Exit Strategy Planning
|
Aug 26, 2022 |
|
Amy Mister and Brittany Vavala – Policy Stewardship
|
Jul 27, 2022 |
|
Morgan Scott – Court Case Reviews Regarding Intergenerational Split Dollar
|
May 11, 2022 |
|
Joanne Gagnon - Non-Qualified Executive Benefit Market Discussion
|
Apr 21, 2022 |
|
Ashley Sawyer - Life Insurance Mistakes That Keep Attorneys Up at Night
|
Apr 01, 2022 |
|
Rick Jaye - ESOP Repurchase Obligation Funding Strategies
|
Mar 09, 2022 |
|
Tama Klosek - Managing Partner at Treyled Life Settlements
|
Feb 09, 2022 |
|
David Lenok - Senior Editor at Wealthmanagement.com
|
Dec 20, 2021 |
|
Erik Reynolds – M Financial‘s Sales Director
|
Nov 30, 2021 |
|
Mark Lingerfield - Partner and Managing Director at MPI
|
Oct 15, 2021 |
|
Mark McCullough - Founder and Managing Principal of Boulevard Financial
|
Sep 07, 2021 |
|
Erik Eklund - Senior Advanced Markets Counsel at M Financial Group
|
Aug 02, 2021 |
|
Tom Hollinger - Newton One's Chief and Commander
|
Jul 08, 2021 |