# estate planning (audio feeds) — RSS Amplifier Recent posts from the 16 feeds in the RSS Amplifier directory that cover estate planning. Page: Feed: --- ## [210: Aging in Place, Part 2: How JoeyCo Home Sharing Actually Works](https://absolutetrusttalk.libsyn.com/210-aging-in-place-part-2-how-joeyco-home-sharing-actually-works) _2026-08-18 · Absolute Trust Talk_ Once a student is living in your spare room and working for your household, the questions get practical fast. Can they have a friend over? What did the screening actually check? And if it stops working, how does it end? In Part 2 of her conversation with JoeyCo founder Alison Donnally, host Kirsten Howe asks all of them — and gets straight answers, including who tends to apply for these… [Listen](https://traffic.libsyn.com/secure/absolutetrusttalk/Absolute_Trust_Talk_-_Episode_210.mp3?dest-id=698494) ## [The 10-Year Tax Trap Most Retirees Never See Coming](https://omny.fm/shows/beyond-the-money-1/the-10-year-tax-trap-most-retirees-never-see-coming) _2026-08-18 · Beyond the Money_ Could a simple birthday milestone cost you more in taxes than you realize? In this episode, Jackie Campbell discusses why the next 10 years may be one of the most important planning windows for retirement, taxes, inherited IRAs, and Medicare costs. Jackie explains how age-based milestones, tax changes, and lack of coordination between financial decisions can create unexpected challenges, and why… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/0018518c-4690-4140-9562-b4a90129677a/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [Is Your Retirement Ready for the Next Market Thunderstorm?](https://omny.fm/shows/unleash-your-wealth/is-your-retirement-ready-for-the-next-market-thunderstorm) _2026-08-18 · Unleash Your Wealth_ What happens when a strong market masks growing risks beneath the surface? On this episode, Raj Shah and Rick Borek discuss the gap between stock market gains and economic uncertainty, why many pre-retirees are reconsidering portfolio risk, and the challenges inflation creates for long-term retirement income. They explore how market volatility, sequence-of-returns risk, and changing economic… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/265483eb-4663-4f48-bcd8-b4a900ee30ab/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [The Retirement Planning Conversation Too Many Families Avoid](https://omny.fm/shows/your-family-and-your-retirement/the-retirement-planning-conversation-too-many-families-avoid) _2026-08-18 · Your Family And Your Retirement_ What if some of the best retirement lessons come from people who are still working? In this episode, Stuart Seegmiller discusses the habits retirees can carry forward from their working years, including budgeting, continuous learning, maintaining multiple income sources, and keeping an emergency fund. He also explores why staying engaged with your finances can help reduce stress and improve… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/a9dc0acb-9df6-4dd5-b6aa-b0ad01300727/9aa65a6f-2166-4f73-be52-b4a3014f8605/audio.mp3?utm_source=Podcast&in_playlist=02313e5d-c891-442d-a1df-b0ad01300730) ## [Celebrity Estates: The Murdoch Family Trust and Irrevocable Planning with Mark Parthemer](https://deadcelebrity.blubrry.net/2026/08/17/celebrity-estates-the-murdoch-family-trust-and-irrevocable-planning-with-mark-parthemer/) _2026-08-17 · Celebrity Estates: Wills of the Rich and Famous_ What should planners consider when an irrevocable trust no longer fits the family it was designed to serve? For estate planning professionals advising families with closely held businesses, that question can become especially difficult when beneficiaries have different roles, financial interests and ideas about the company’s future. In this episode of Celebrity Estates, Senior Editor David Lenok… [Listen](https://media.blubrry.com/deadcelebrity/media.blubrry.com/deadcelebrity/ins.blubrry.com/deadcelebrity/CE-Mark_Parthemer-AUDIO.mp3) ## [Interview w/ the Founder of Market Guard, Brad Jenkins](https://omny.fm/shows/beyond-the-money-1/interview-w-the-creator-of-market-guard-brad-jenkins) _2026-08-13 · Beyond the Money_ What if the key to investing isn't chasing returns, but managing risk with the right plan? Jackie Campbell sits down with Brad Jenkins, founder of Market Guard, to discuss the philosophy behind his investment methodology, the role of emotion in investing, and why retirement requires a different playbook than accumulation years. They explore customization, tax efficiency, risk management, and the… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/8251e1db-1ffe-4c9e-9893-b4a50154f85e/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [Plan Your Estate Radio 08-10-26](https://omny.fm/shows/plan-your-estate-radio/plan-your-estate-radio-08-10-26) _2026-08-13 · Plan Your Estate Radio with Bob Bergman Podcast_ See omnystudio.com/listener for privacy information. [Listen](https://traffic.omny.fm/d/clips/5e27a451-e6e6-4c51-aa03-a7370003783c/e29de851-8765-4046-b4bd-a89a0165f2d5/3ba85885-24d7-4ba0-a076-b4a5014237bf/audio.mp3?utm_source=Podcast&in_playlist=5dadbbbd-0f20-42d6-adde-a89a0165fe92) ## [Financial Wise - Episode 3: Roth Conversions](https://www.spreaker.com/episode/financial-wise-episode-3-roth-conversions--73847641) _2026-08-13 · Financial Wise_ Suzette Porter and Julia Hummel of Capstar Financial offer expert guidance on Roth conversions, helping clients move funds from traditional IRAs to Roth IRAs for future tax-free withdrawals. Their thoughtful approach ensures retirees can lower future taxes, reduce required distributions, and protect their financial legacy, all while avoiding costly mistakes. https://financialwisepodcast.com/ [Listen](https://api.spreaker.com/download/episode/73847641/financial_wise_episode_3_final.mp3) ## [Common Estate Planning Mistakes That Can Undermine Your Legacy with Dom Parillo (Ep. 205)](https://retireright.blubrry.net/2026/08/12/common-estate-planning-mistakes-that-can-undermine-your-legacy-with-dom-parillo-ep-205/) _2026-08-12 · Retirement Unlocked_ A lot of people think their estate planning is complete once the legal documents are signed. But for retirees and families with complex assets, those documents may not be enough if trusts, beneficiary designations, account ownership, and tax planning aren’t coordinated. In this episode, Larry Heller, CFP®, CDFA®, speaks with Dominick J. Parillo, JD, CFP®, Director of Wealth Transfer at Savant… [Listen](https://media.blubrry.com/retireright/ins.blubrry.com/retireright/RU_R205_AUDIO_RevA.mp3) ## [Your 401(k) Is Growing. But Is It Ready for Retirement?](https://omny.fm/shows/unleash-your-wealth/your-401-k-is-growing-but-is-it-ready-for-retirement) _2026-08-11 · Unleash Your Wealth_ What happens when a lifetime of saving becomes a retirement paycheck? On this episode, Raj Shah and Rick Borek discuss the key decisions retirees face, from managing 401(k) rollovers and required minimum distributions (RMDs) to evaluating Roth conversions and addressing market volatility. They explain why retirement changes the way investors should think about risk, taxes, and income planning, and… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/babc4a27-6afa-47e7-8ca1-b4a3004f9fd0/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [CLI-first decentralized GPU compute (Sponsored)](https://crawlproof.com/a/n79hULGMUQKR) _2026-08-11 · **Sponsored**_ Pay workers or run your GPU for FFmpeg transcode and AI inference. ## [Will Your Family Know What to Do When You’re Gone?](https://omny.fm/shows/beyond-the-money-1/will-your-family-know-what-to-do-when-you-re-gone) _2026-08-11 · Beyond the Money_ Your legacy can become a burden if the right documents and instructions are missing. Jackie Campbell explains why estate planning applies to every adult, not only the wealthy, and introduces the "My When File" as a central place for important personal and financial information. She also discusses wills, trusts, powers of attorney, healthcare directives, beneficiaries, asset titling, retirement… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/085e147b-7332-44ec-abba-b4a201428016/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [The Retirement Questions That Keep People Up at Night](https://omny.fm/shows/your-family-and-your-retirement/the-retirement-questions-that-keep-people-up-at-night) _2026-08-11 · Your Family And Your Retirement_ What keeps retirees up at night isn't always the market-it's the fear of the unknown. In this episode, Ethan Glasgow discusses the two biggest retirement concerns he hears most often: being unprepared for life's surprises and worrying about income lasting through retirement. He explains why having a written plan can help reduce uncertainty, how healthcare and long-term care costs fit into the… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/a9dc0acb-9df6-4dd5-b6aa-b0ad01300727/c59d3bbd-4ed9-490e-b65f-b4940123ff86/audio.mp3?utm_source=Podcast&in_playlist=02313e5d-c891-442d-a1df-b0ad01300730) ## [Legal Answers and Advice](https://olsenonlaw.libsyn.com/legal-answers-and-advice-7) _2026-08-10 · Olsen on Law Radio Show_ 8/1/26 show [Listen](https://traffic.libsyn.com/secure/olsenonlaw/8.1.26_-_Olsen_on_Law_FULL.mp3?dest-id=1738136) ## [Legal Answers and Advice](https://olsenonlaw.libsyn.com/legal-answers-and-advice-6) _2026-08-10 · Olsen on Law Radio Show_ [Listen](https://traffic.libsyn.com/secure/olsenonlaw/7.25.26_-_Olsen_on_Law_FULL.mp3?dest-id=1738136) ## [Legal Answers and Advice](https://olsenonlaw.libsyn.com/legal-answers-and-advice-5) _2026-08-10 · Olsen on Law Radio Show_ [Listen](https://traffic.libsyn.com/secure/olsenonlaw/7.11.26_-_Olsen_on_Law_FULL.mp3?dest-id=1738136) ## [209: Aging in Place: How JoeyCo Matches Older Adults with Student Housemates](https://absolutetrusttalk.libsyn.com/209-aging-in-place-how-joeyco-matches-older-adults-with-student-housemates) _2026-08-07 · Absolute Trust Talk_ What if the answer to aging well at home isn't an expensive caregiver --- but a college student in the spare bedroom? In this episode, host Kirsten Howe sits down with Alison Donnally, founder of JoeyCo and a healthcare innovation veteran of Amazon Care and Kaiser Permanente. After three of her own family members experienced major health events while aging alone, Alison asked a question that… [Listen](https://traffic.libsyn.com/secure/absolutetrusttalk/Absolute_Trust_Talk_-_Episode_209_V2.mp3?dest-id=698494) ## [Financial Wise - Episode 2: Taxes in Retirement](https://www.spreaker.com/episode/financial-wise-episode-2-taxes-in-retirement--73264884) _2026-08-06 · Financial Wise_ Join financial advisors Suzette Porter and Julia Hummel as they bring clarity and confidence to your retirement journey. Broadcasting from Central Texas, Financial Wise goes beyond the numbers to unpack practical strategies for protecting and growing your hard-earned savings. Each episode provides thoughtful insights into retirement planning, tax-efficient strategies, smart investing, estate… [Listen](https://api.spreaker.com/download/episode/73264884/financial_wise_episode_2_080626.mp3) ## [Replay Episode #96: Doing it All with Kids and Instagram Mom vs. Reality Mom with Mindy Jensen from Bigger Pockets](https://investormama.com/replay-episode-96-doing-it-all-with-kids-and-instagram-mom-vs-reality-mom-with-mindy-jensen-from-bigger-pockets/) _2026-08-05 · Investor Mama_ Looking for ways to boost your income? Check out these resources to help you with your money journey. Bio Mindy is the Community Manager at BiggerPockets.com. She is a Personal Finance Lover, Real Estate Nerd and DIY Gal. Lightning Round 1. What is one fun fact about you that not that many people know? So a hundred thousand years ago, in 1999, I hopped on my bicycle with a hundred other people. We… [Listen](https://dts.podtrac.com/redirect.mp3/media.blubrry.com/investormama/content.blubrry.com/investormama/Replay_Episode_96_Mindy_Jensen_Final.mp3) ## [Is Your Retirement Plan Still on Track?](https://omny.fm/shows/beyond-the-money-1/is-your-retirement-plan-still-on-track) _2026-08-04 · Beyond the Money_ The second half of the year may be the perfect time to revisit your financial goals. Jackie Campbell discusses mid-year retirement planning, portfolio reviews, asset allocation, cash flow, budgeting, and preparing for life's unexpected twists. From inheritance decisions to investment rebalancing and organizing important documents, Jackie explores practical ways to stay aligned with changing… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/79d21131-8619-43ff-b206-b49b01557764/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [Build the Ark Before the Market Storm Hits](https://omny.fm/shows/unleash-your-wealth/build-the-ark-before-the-market-storm-hits) _2026-08-04 · Unleash Your Wealth_ What happens to your retirement plan when the market's sunshine suddenly turns into a storm? Raj Shah and Rick Borek discuss why protecting gains during strong markets may be just as important as pursuing growth. They explore strategies designed to help manage downside risk, the importance of preparing for market volatility before it arrives, and how comprehensive retirement planning goes beyond… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/0d8d4279-d4e2-478e-839f-b49b00f46215/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [Pirate.io on Google Play (Sponsored)](https://crawlproof.com/a/XekCKvNarv5S) _2026-08-04 · **Sponsored**_ Open the Pirate.io listing on Google Play to view the app’s details. ## [The “Fab 10” Boom: Opportunity or Warning Sign?](https://omny.fm/shows/your-family-and-your-retirement/the-fab-10-boom-opportunity-or-warning-sign) _2026-08-04 · Your Family And Your Retirement_ What happens if the hottest stocks in your portfolio suddenly cool off? In this episode, Ethan Glasgow discusses the growing excitement around the "Fab 10" tech companies and why retirees should be cautious about becoming too concentrated in a single sector. He explains the importance of having a Plan B, diversifying across different asset classes, and balancing growth opportunities with… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/a9dc0acb-9df6-4dd5-b6aa-b0ad01300727/74f080e9-9fd5-4ca7-a501-b49401237ca0/audio.mp3?utm_source=Podcast&in_playlist=02313e5d-c891-442d-a1df-b0ad01300730) ## [208: Downsizing on Your Terms, Part 2: Buy First, Sell Later](https://absolutetrusttalk.libsyn.com/208-downsizing-on-your-terms-part-2-buy-first-sell-later) _2026-08-03 · Absolute Trust Talk_ In Part 1, host Kirsten Howe and real estate agent Nathan Jines of Jines Real Estate Group talked about why more people 55 and up are choosing to relocate --- and how to make that choice on your own terms. Now, in Part 2, they get into the how. Nathan's first piece of advice flips conventional wisdom on its head: if you're financially able, buy your next home first, start living your new life, and… [Listen](https://traffic.libsyn.com/secure/absolutetrusttalk/Absolute_Trust_Talk_Episode_208_mixdown.mp3?dest-id=698494) ## [Plan Your Estate Radio 08-03-26](https://omny.fm/shows/plan-your-estate-radio/plan-your-estate-radio-08-03-26) _2026-08-03 · Plan Your Estate Radio with Bob Bergman Podcast_ See omnystudio.com/listener for privacy information. [Listen](https://traffic.omny.fm/d/clips/5e27a451-e6e6-4c51-aa03-a7370003783c/e29de851-8765-4046-b4bd-a89a0165f2d5/8f5082e3-6956-49c4-8cae-b49b01724605/audio.mp3?utm_source=Podcast&in_playlist=5dadbbbd-0f20-42d6-adde-a89a0165fe92) ## [Financial Wise - Episode 1: Let's Talk About Risk](https://www.spreaker.com/episode/financial-wise-episode-1-let-s-talk-about-risk--73238818) _2026-07-30 · Financial Wise_ Join Suzette Porter and Julia Hummel each week as they bring clarity and confidence to your retirement planning. Broadcasting from Central Texas, Financial Wise Podcast goes beyond the numbers to offer helpful strategies on investing, risk management, tax efficiency, healthcare planning, and leaving a lasting legacy. Whether you’re approaching retirement or already there, Suzette and Julia combine… [Listen](https://api.spreaker.com/download/episode/73238818/financial_wise_episode_1_073026.mp3) ## [Celebrity Estates: Taylor Swift, Travis Kelce and Prenuptial Agreements](https://deadcelebrity.blubrry.net/2026/07/29/celebrity-estates-taylor-swift-travis-kelce-and-prenuptial-agreements/) _2026-07-29 · Celebrity Estates: Wills of the Rich and Famous_ Couples often treat prenuptial agreements as something to worry about only if a marriage ends, but many of the most useful decisions happen long before that possibility ever arises. The process can bring financial expectations, family responsibilities and future planning into the open while both people are still working toward the same goals. In this episode of Celebrity Estates, Senior Editor… [Listen](https://media.blubrry.com/deadcelebrity/media.blubrry.com/deadcelebrity/ins.blubrry.com/deadcelebrity/CE_TravisAndTaylor_Mastered_Audio.mp3) ## [The Two Choices Every Retiree Faces About Risk](https://omny.fm/shows/beyond-the-money-1/the-two-choices-every-retiree-faces-about-risk) _2026-07-28 · Beyond the Money_ What if the biggest retirement risk isn't the market-but how you think about it? Jackie Campbell explores the difference between investing and retiring, why concentration in popular tech stocks can create hidden risks, and how confidence, income, taxes, and legacy planning all fit into a successful retirement strategy. For more information or to schedule a consultation call 352-251-1015 or visit… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/57d835b5-9603-44fc-8916-b4940153e7db/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [The $1 Million Retirement Myth: What Really Matters?](https://omny.fm/shows/unleash-your-wealth/the-1-million-retirement-myth-what-really-matters) _2026-07-28 · Unleash Your Wealth_ Do you really need $1 million to retire, or is that just a retirement myth? Raj Shah and Rick Borek discuss why retirement success may depend more on income planning than hitting a specific savings target. They explore how guaranteed income strategies, Social Security, 401(k)s, fixed income options, and portfolio structure can work together to create financial confidence. The conversation also… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/657a6c1c-4fcc-429a-9c75-b4920017137c/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [Why Retirement Dreams Often Cost More Than Expected](https://omny.fm/shows/your-family-and-your-retirement/why-retirement-dreams-often-cost-more-than-expected-1) _2026-07-28 · Your Family And Your Retirement_ Your vision for retirement can fall apart quickly if you don't understand what it actually costs. In this episode, the conversation explores the growing gap between retirement expectations and real‑world expenses, from inflation and taxes to major decisions like selling real estate or creating income. The discussion highlights how overlooked tax consequences, Medicare impacts, and rising costs can… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/a9dc0acb-9df6-4dd5-b6aa-b0ad01300727/461c0509-86ce-4654-a4e5-b4910024ec05/audio.mp3?utm_source=Podcast&in_playlist=02313e5d-c891-442d-a1df-b0ad01300730) ## [Plan Your Estate Radio 07-27-26](https://omny.fm/shows/plan-your-estate-radio/plan-your-estate-radio-07-27-26) _2026-07-27 · Plan Your Estate Radio with Bob Bergman Podcast_ See omnystudio.com/listener for privacy information. [Listen](https://traffic.omny.fm/d/clips/5e27a451-e6e6-4c51-aa03-a7370003783c/e29de851-8765-4046-b4bd-a89a0165f2d5/dd5ff479-51ee-45dc-8798-b49401708e72/audio.mp3?utm_source=Podcast&in_playlist=5dadbbbd-0f20-42d6-adde-a89a0165fe92) ## [Financial Wise - Relaunch!](https://www.spreaker.com/episode/financial-wise-relaunch--73148952) _2026-07-24 · Financial Wise_ Visit us at capstarfinancial.com [Listen](https://api.spreaker.com/download/episode/73148952/7_23_26_intro_1_financial_wise_final_edit_jc.mp3) ## [Install Manifest V3 Extension (Sponsored)](https://crawlproof.com/a/oX5pz18n5uyf) _2026-07-24 · **Sponsored**_ Get this Manifest V3 extension from the official TronBrowser Store listing. ## [Replay Episode #91: How to Teach Your Kids To Manage Money At Any Age with Dee from Kids Money Academy](https://investormama.com/replay-episode-91-how-to-teach-your-kids-to-manage-money-at-any-age-with-dee-from-kids-money-academy/) _2026-07-23 · Investor Mama_ Looking for ways to boost your income? Check out these resources to help you with your money journey. Bio Dee is a CPA, finance instructor at UCLA and a mom of two. After doing some research, she found that there was no one single resource that shared tips on how to talk about money in simple and exciting ways with kids. One that also provides empirical data on the benefits of early childhood… [Listen](https://dts.podtrac.com/redirect.mp3/media.blubrry.com/investormama/content.blubrry.com/investormama/Dee_Kids_Money_Academy_Part_1_Final.mp3) ## [What to Do After Selling Your Business: 5 Mistakes That Could Affect Your Retirement (Ep. 204)](https://retireright.blubrry.net/2026/07/22/what-to-do-after-selling-your-business-5-mistakes-that-could-affect-your-retirement-ep-204/) _2026-07-22 · Retirement Unlocked_ What should you do after selling your business? Closing the deal is a major milestone, but it’s only the beginning of a new chapter. Without a thoughtful plan, emotional decisions, tax surprises, and a lack of direction can undermine the financial freedom you’ve worked so hard to achieve. In this episode, Larry Heller, CFP®, CDFA®, explores the most common mistakes business owners make after… [Listen](https://media.blubrry.com/retireright/media.blubrry.com/retireright/ins.blubrry.com/retireright/RU_R204_AUDIO.mp3) ## [Why Investing Alone Is Not a Retirement Plan](https://omny.fm/shows/beyond-the-money-1/why-investing-alone-is-not-a-retirement-plan) _2026-07-21 · Beyond the Money_ A new savings opportunity for children raises an old financial question: what's the plan? Jackie Campbell discusses Trump accounts, early investing habits, 529 comparisons, and the responsibility that comes when young adults gain control of money. She also explores why many Americans lack a written retirement plan, how Campbell and Company's 360-degree roadmap looks at taxes, income, legacy,… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/be852c5c-1e53-40d3-bdce-b48d014fcfa4/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [Market Highs, Social Security Risks, and the Retirement Planning Puzzle](https://omny.fm/shows/unleash-your-wealth/market-highs-social-security-risks-and-the-retirement-planning-puzzle) _2026-07-21 · Unleash Your Wealth_ Could today's market highs and Social Security uncertainty be warning signs retirees can't afford to ignore? Raj Shah and Rick Borek discuss why diversification matters as investors navigate market volatility, concentrated stock positions, and retirement income planning. They explore the risks of relying too heavily on a handful of stocks, the role of fixed income strategies in retirement, and how… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/e47268d5-5e7f-4266-951b-b48d00f69b20/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [If You Can’t Explain Your Plan, It’s Too Complicated](https://omny.fm/shows/your-family-and-your-retirement/if-you-can-t-explain-your-plan-it-s-too-complicated-1) _2026-07-21 · Your Family And Your Retirement_ A retirement plan shouldn't feel harder to understand than the product it's meant to support. In this episode, Abe Ashton explains why many people get overwhelmed by financial jargon and how complexity often masks clarity. Using a timely pop‑culture moment as a springboard, the conversation explores healthcare costs, Medicare realities, retiring before 65, and why every plan should clearly answer… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/a9dc0acb-9df6-4dd5-b6aa-b0ad01300727/72d2bfef-97df-48fc-b90e-b48d00cb8439/audio.mp3?utm_source=Podcast&in_playlist=02313e5d-c891-442d-a1df-b0ad01300730) ## [Plan Your Estate Radio 07-20-26](https://omny.fm/shows/plan-your-estate-radio/plan-your-estate-radio-07-20-26) _2026-07-20 · Plan Your Estate Radio with Bob Bergman Podcast_ See omnystudio.com/listener for privacy information. [Listen](https://traffic.omny.fm/d/clips/5e27a451-e6e6-4c51-aa03-a7370003783c/e29de851-8765-4046-b4bd-a89a0165f2d5/d29cad90-6a82-4706-9ac7-b48d0170ef5e/audio.mp3?utm_source=Podcast&in_playlist=5dadbbbd-0f20-42d6-adde-a89a0165fe92) ## [#111 - Common Sense: Professional Service Firm Superpower or Unicorn Poop?](https://viewlegal.libsyn.com/111-common-sense-professional-service-firm-superpower-or-unicorn-poop) _2026-07-17 · ViewLegal Podcast_ Many observers are predicting that the changes to the legal and professional services industries over the next 3 years will be unprecedented. A 'perfect storm' across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty in ongoing change. The key question for every professional is – what do we do? As part of View's 'Foundations for the Future' series, this… [Listen](https://traffic.libsyn.com/secure/viewlegal/111_-_Common_Sense_Professional_Service_Firm_Superpower_or_Unicorn_Poop.mp3?dest-id=274214) ## [The Retirement Blind Spot Most People Miss](https://omny.fm/shows/beyond-the-money-1/the-retirement-blind-spot-most-people-miss) _2026-07-14 · Beyond the Money_ Could the biggest blind spot in your retirement plan be the one you can't see yourself? Jackie Campbell explores financial lessons from Carrie Underwood, Brad Paisley, and Keith Urban while discussing DIY investing, spending confidence, family legacy, and why retirement should be about more than just accumulating money. For more information or to schedule a consultation call 352-251-1015 or visit… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/7f5f2ade-17ad-4f01-91a7-b48700424485/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [Plan Your Estate Radio 07-13-26](https://omny.fm/shows/plan-your-estate-radio/plan-your-estate-radio-07-13-26) _2026-07-13 · Plan Your Estate Radio with Bob Bergman Podcast_ See omnystudio.com/listener for privacy information. [Listen](https://traffic.omny.fm/d/clips/5e27a451-e6e6-4c51-aa03-a7370003783c/e29de851-8765-4046-b4bd-a89a0165f2d5/02f381ee-44bd-4115-a5bf-b486016f8af1/audio.mp3?utm_source=Podcast&in_playlist=5dadbbbd-0f20-42d6-adde-a89a0165fe92) ## [Legal Answers and Advice](https://olsenonlaw.libsyn.com/legal-answers-and-advice-4) _2026-07-13 · Olsen on Law Radio Show_ 6/27/26 show [Listen](https://traffic.libsyn.com/secure/olsenonlaw/6.27.26_-_Olsen_on_Law_FULL.mp3?dest-id=1738136) ## [Legal Answers and Advice](https://olsenonlaw.libsyn.com/legal-answers-and-advice-3) _2026-07-13 · Olsen on Law Radio Show_ 6/20/26 show [Listen](https://traffic.libsyn.com/secure/olsenonlaw/6.20.26_-_Olsen_on_Law_FULL.mp3?dest-id=1738136) ## [Replay of Episode #72: Simple Ways to Adventure in Your Own Backyard with Heidi Dusek From Ordinary Sherpa](https://investormama.com/replay-of-episode-72-simple-ways-to-adventure-in-your-own-backyard-with-heidi-dusek-from-ordinary-sherpa/) _2026-07-09 · Investor Mama_ Connect with the Investor Mama Tribe Looking for ways to boost your income? Check out these resources to help you with your money journey. Bio A catalyst, healthy disruptor and unshakeable optimist, Heidi’s passion lies in challenging the status quo, driving change and delivering experiences. Known as a translator between sectors whose background transcends education, health, nonprofits,… [Listen](https://dts.podtrac.com/redirect.mp3/media.blubrry.com/investormama/content.blubrry.com/investormama/Backyard_Adventures_with_Heidi_Dusek.mp3) ## [Retirement in a Digital World: What Every Retiree Should Know (Ep. 203)](https://retireright.blubrry.net/2026/07/08/retirement-in-a-digital-world-what-every-retiree-should-know-ep-203/) _2026-07-08 · Retirement Unlocked_ Retirement today looks very different than it did even a decade ago. Managing your finances, protecting your identity, staying connected with family, accessing healthcare, and preserving your legacy are all becoming increasingly digital. While these advancements offer greater convenience and flexibility, they also introduce new risks that deserve careful planning. In this episode of Retirement… [Listen](https://media.blubrry.com/retireright/media.blubrry.com/retireright/ins.blubrry.com/retireright/RU_R203_AUDIO.mp3) ## Slayer Statutes, Trusts, And The Legal Gap That Matters _2026-07-08 · Elder Law Report_ A single estate planning detail can decide whether a family tragedy becomes a legal loophole. We start with a disturbing real-world style scenario that forces an uncomfortable question: if someone intentionally causes another person’s death, can they still collect money that was meant for them, especially when those assets are held in a trust? We break down the difference between probate and… [Listen](https://www.buzzsprout.com/17016/episodes/19454616-slayer-statutes-trusts-and-the-legal-gap-that-matters.mp3) ## [207: Downsizing on Your Terms: Moving After 55](https://absolutetrusttalk.libsyn.com/207-downsizing-on-your-terms-moving-after-55) _2026-07-07 · Absolute Trust Talk_ When most of us picture an older adult moving out of a long-time home, we imagine a crisis — declining health, a loss of independence, a move someone else decided was necessary. This episode is about the opposite. Host Kirsten Howe welcomes back real estate agent Nathan Jines of Jines Real Estate Group to talk about homeowners 55 and up who are choosing to relocate — not because they have to, but… [Listen](https://traffic.libsyn.com/secure/absolutetrusttalk/Absolute_Trust_Talk_Episode_207_mixdown.mp3?dest-id=698494) ## [Is Financial Freedom About Money—or Something Bigger?](https://omny.fm/shows/beyond-the-money-1/is-financial-freedom-about-money-or-something-bigger) _2026-07-07 · Beyond the Money_ What does financial freedom really look like when retirement is finally within reach? Jackie Campbell explores the difference between building wealth and building the freedom to spend time, money, and energy on what matters most. She discusses retirement income, tax planning, investment risk, legacy preparation, and the habits that help create true financial independence. For more information or… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/f5cb23e6-ea97-47bd-be7b-b0a500e927b9/dc66be9a-bf0d-4eb1-b9cf-b47f00f7139c/audio.mp3?utm_source=Podcast&in_playlist=f237197c-4fff-4ee6-9757-b0a500e927c7) ## [The Retirement Advice That Worked Then—But Might Not Work Now](https://omny.fm/shows/unleash-your-wealth/the-retirement-advice-that-worked-then-but-might-not-work-now) _2026-07-07 · Unleash Your Wealth_ What if the retirement strategies that worked 30 years ago could leave today's retirees unprepared? Steve Hoyl discusses how retirement planning has evolved, the impact of inflation on pensions and Social Security, and why experience matters when seeking financial guidance. They explore common retirement challenges, including taxes, RMDs, Roth conversions, and helping future generations build… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/49faebc2-12d6-431c-a985-b480005b289c/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [Best Of: A Conversation with Donald Trump Jr.](https://omny.fm/shows/your-family-and-your-retirement/best-of-a-conversation-with-donald-trump-jr) _2026-07-07 · Your Family And Your Retirement_ With the celebration of Independence Day, we brought back Abe's conversation with Donald Trump Jr. from Mar-a-Lago. Listen to this exclusive interview now! As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe's mission is to provide client-focused… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/a9dc0acb-9df6-4dd5-b6aa-b0ad01300727/02fc8fa1-4666-40f0-94b0-b47200d46d53/audio.mp3?utm_source=Podcast&in_playlist=02313e5d-c891-442d-a1df-b0ad01300730) ## [Plan Your Estate Radio 07-06-26](https://omny.fm/shows/plan-your-estate-radio/plan-your-estate-radio-07-06-26) _2026-07-06 · Plan Your Estate Radio with Bob Bergman Podcast_ See omnystudio.com/listener for privacy information. [Listen](https://traffic.omny.fm/d/clips/5e27a451-e6e6-4c51-aa03-a7370003783c/e29de851-8765-4046-b4bd-a89a0165f2d5/67b4988d-6df9-4eab-924a-b47f016dbc32/audio.mp3?utm_source=Podcast&in_playlist=5dadbbbd-0f20-42d6-adde-a89a0165fe92) ## [Why Long-Term Care Could Be the Biggest Threat to Your Nest Egg](https://omny.fm/shows/unleash-your-wealth/why-long-term-care-could-be-the-biggest-threat-to-your-nest-egg) _2026-07-02 · Unleash Your Wealth_ What if one health event could cost more than your retirement plan is built to handle? Raj Shah and Rick Borek discuss the growing impact of market volatility, inflation, and long-term care expenses on retirement planning. They explore why many retirees underestimate healthcare costs, review strategies designed to address long-term care needs, and explain how investors approaching retirement may… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/a2444eec-2619-476e-9268-b47b012c1831/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824)