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| 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 |