The Wealth Transfer Podcast

By Matt Templeton

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Image by Matt Templeton

Category: Business

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Subscribers: 1
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Episodes: 13

Description

As much as 84 Trillion dollars worth of US assets - wealth - will transfer to younger generations over the next 20 years, but the received value of those assets may be significantly less. Whether its taxes, poor management, or just plain moth and rust, estate values are affected by unforeseen threats. On the wealth transfer podcast, we examine and breakdown the best strategies for leaving a financial legacy to the next generation. We look at accessible strategies for the every day man and advanced planning for the ultrawealthy. We talk to advisors, attorneys, planners, and prognosticators to dig up how you can protect your estate and have the most for future generations.

Episode Date
Advanced 1031 Exchange Strategies the Wealthy Use to Avoid Taxes | Jon Taylor
May 12, 2026
How Business Valuation Impacts Estate Planning, Wealth Transfer, and Taxes | Bob Bridges
Jan 20, 2026
A Better Way to Exit Your Business: ESOPs, Tax Strategy & Legacy Planning | Luke Britt
Dec 16, 2025
How to Avoid Trust Disasters: Corporate Trustees, Family Conflict, & Smarter Estate Planning ft. Sarah Lashua
Dec 02, 2025
How the Wealthy Actually Plan: Gifting, HSAs, 529s & Estate Structure | Jonathan Meaney
Nov 18, 2025
The Hidden Stories Behind Estate Sales, Legacy, and Letting Go | Tonya Adams & Matt Templeton
Nov 04, 2025
International Heirs, Divorce, & Death: Real-World Financial Planning | Adam Keller, CFP®
Jul 22, 2025
Elder Abuse, Inheritance Battles, and Estate Wars: A Litigator’s View | David Johnson
Jul 09, 2025
$300K Mistakes & Step-Up Secrets: What CPAs Know About Wealth Transfer | Nancy Phillips, CPA
Jun 25, 2025
Inside the IRS: What Triggers Audits & How to Defend Your Estate Plan | Joel Crouch
Jun 10, 2025
Avoiding Family Fights & Capital Gains: How Real Estate Planners Unlock Generational Wealth | Dan Ihara
May 27, 2025
Avoid Capital Gains: 1031 Exchange & DST Secrets for Wealth Transfer | Jon Taylor
May 13, 2025
Trailer | The Wealth Transfer Podcast
Feb 25, 2025