Wealth Actually

Wealth Actually


Latest Episodes

RICHARD HAASS
March 19, 2024

Dr. RICHARD HAASS takes us on a tour of The World's Hot Spots. We also discuss the U.S. in 2024 and the concept of citizen ship.

CRYOPRESERVATION AND WEALTH
March 10, 2024

Episode 151 - MARK HOUSE Cryopreservation and wealth was once the purview of science fiction and Hollywood. Freezing one's self to be revived in the future is not just something out of Issac Asimov

SHOULD I EXPATRIATE?
March 04, 2024

Episode 150 DAVID LESPERANCE AND MELVIN WARSHAW In this 150th Episode, we revisit the topic of citizenship and expatriation and try to answer the question, "Should I expatriate?." Establishing

FLORIDA AND CALIFORNIA PROPERTY INSURANCE
February 20, 2024

Episode 148: Aon's Latanya Simmons Aon's LaTanya Simmons on Florida and California Property Insurance The challenging Florida and California property insurance environment is a huge topic of c

OPTIMIZING SUPPLY CHAINS IN A CHAOTIC WORLD
January 25, 2024

EP-148 LALIT PANDA on Optimizing Supply Chains in a Chaotic World and the Steps to Protect and Improve Company Operations Defining the term "supply chain" and understanding what a company should

ANALYZING THE CRAZY 2024 ELECTIONS
January 18, 2024

Episode 147 DAVID WASSERMAN of the COOK POLITICAL REPORT on Analyzing the Crazy 2024 Elections How should we be analyzing the crazy 2024 elections? Coming off of the Iowa Caucuses and with almos

WHAT IF YOU ARE NAMED IN A WILL OR TRUST?
January 10, 2024

Episode 146 - Roles and Responsibilities in Trust and Estate Documents with Jenny Rozelle What if you are named in a will or a trust? In the world of estate planning, many people who are written

EP-145 MUNICIPAL BONDS 101 with STEPHEN WINTERSTEIN (*AND THE ADVENT OF FINTECH IN THE MUNI SPACE)
November 28, 2023

The municipal bond market has been long-prized as a stable, tax advantaged income generator for individuals, After years of a low interest rate environment, the asset class is getting renewed atten

EP-144 “THE CORPORATE TRANSPARENCY ACT: WHO SHOULD MANAGE THESE REQUIREMENTS (AND HOW)?” WITH INCNOW.COM’s JOHN WILLIAMS
November 15, 2023

The CORPORATE TRANSPARENCY ACT is less than a month away from going live and the wealth management industry doesn't seem to be too worried about it. That worries me because it affects at least 32 mil

EP-143 “MUST HAVE” FOREIGN ESTATE PLANNING DOCUMENTS with SHANNON McNULTY, ESQ.
October 26, 2023

While all families in the U.S. should have an estate plan, a comprehensive plan is particularly important when your family ties and assets span more than one country. Estate planning can be a ch