Shows
Talk Law Radio PodcastBusiness, Estate, & Elder Law with Shannon Salmon-HaasShannon Salmon-Haas joins host Todd Marquardt to talk about business, estate, and elder law on this edition of Talk Law Radio! The mission of Talk Law Radio is to help you discover your legal issue blind spots by listening to me talk about the law on the radio. The state bar of Texas is the state agency that governs attorney law licenses. The State Bar wants attorneys to inform the public about the law but does not want us to attempt to solve your individual legal problems upon the basis of general information. Instead, contact an attorney...2025-06-2151 min
The Restored Gospel of Jesus Christ: Discussions on the Teachings of Dr. D. Todd HarrisonDoctrine & Covenants 60-63: Lift Up Your Voice, Move Forward in Faith | Dr. D. Todd Harrison: Jesus Christ's Apostle to All Nations and GenerationsIn this lesson, Dr. D. Todd Harrison: The Most-Followed LDS Religious Leader on Facebook, and Jesus Christ's Apostle to All Nations and Generations, brings to life the urgency and divine directives found in Doctrine and Covenants sections 60–63. He unpacks the Lord’s call for His servants to “not idle away their time, neither bury their talent” (D&C 60:13), emphasizing that the time for silence has passed. With clarity, Dr. Harrison addresses the Lord’s warnings, promises, and expectations for His Saints as they face uncertainty, persecution, and divine testing.This lesson reinforces the charge to “lift u...2025-06-1537 min
God's Truth with Dr. D. Todd HarrisonDoctrine & Covenants 60-63: Lift Up Your Voice, Move Forward in Faith | Dr. D. Todd Harrison: Jesus Christ's Apostle to All Nations and GeneIn this lesson, Dr. D. Todd Harrison: The Most-Followed LDS Religious Leader on Facebook, and Jesus Christ's Apostle to All Nations and Generations, brings to life the urgency and divine directives found in Doctrine and Covenants sections 60–63. He unpacks the Lord’s call for His servants to “not idle away their time, neither bury their talent” (D&C 60:13), emphasizing that the time for silence has passed. With clarity, Dr. Harrison addresses the Lord’s warnings, promises, and expectations for His Saints as they face uncertainty, persecution, and divine testing.This lesson reinforces the charge to “lift up your voices unto this pe...2025-06-1537 min
The Healthy Church Staff PodcastWhat We Talk About in Elder Meetings That We'd Never Say in a SermonEvery church operates with two distinct scripts - the public one seen in sermons and newsletters, and the private one found in elder meetings discussing budget worries and staff frustrations. The gap between these scripts often creates suspicion and erodes trust.• Church leaders often hide difficult information to be protective, not deceptive• When transparency decreases, church culture deteriorates through gossip and suspicion• Secrecy creates side effects: staff whispering instead of collaborating, board factions forming• Leaders need to create a culture of "brave transparency" without oversharing• The health of your church depends on what's safe to sa...2025-06-1106 minThe Restored Gospel of Jesus Christ: Discussions on the Teachings of Dr. D. Todd HarrisonDoctrine & Covenants 49-50: Discerning Truth & Embracing Christ’s Gospel | Dr. D. Todd Harrison: Jesus Christ's Apostle to the Nations"I testify that Jesus Christ lives. He is our Savior, our Redeemer, and the Lord of all.In Doctrine & Covenants 49-50, the Lord speaks with unmistakable clarity, guiding His people to recognize and embrace truth while rejecting the false traditions of men. These revelations remind us that only through the Spirit can we receive divine confirmation of Christ’s restored gospel.I invite each of you to pray, to ask God if these words are true, and to let the Spirit testify of Christ’s living reality. He leads His...2025-05-2525 minGod's Truth with Dr. D. Todd HarrisonDoctrine & Covenants 49-50: Discerning Truth & Embracing Christ’s Gospel | Dr. D. Todd Harrison: Jesus Christ's Apostle to the Nations"I testify that Jesus Christ lives. He is our Savior, our Redeemer, and the Lord of all.In Doctrine & Covenants 49-50, the Lord speaks with unmistakable clarity, guiding His people to recognize and embrace truth while rejecting the false traditions of men. These revelations remind us that only through the Spirit can we receive divine confirmation of Christ’s restored gospel.I invite each of you to pray, to ask God if these words are true, and to let the Spirit testify of Christ’s living reality. He leads His Church, He guides His people, and He prepares us t...2025-05-2525 minTalk Law Radio PodcastElder Law and Retirement Symposium Preview with Tim Allen & Rick Hood (5-20-23 Best-of)Today's show is a preview of an upcoming seminar. In celebration of older Americans month, Talk Law radio is hosting an Elder Law and Retirement symposium on Wednesday May 24th at 6pm at the Education Service Center located at 1314 Hines in San Antonio. This free seminar will include speakers Todd Marquardt of Marquardt law firm, Tim Allen from AHIA and Rick Hood also of AHIA. They will be discussing health, finance and legal issues facing older Americans today. This is a free event but we ask that you RSVP today by calling 210-530-4278. Don’t miss the Elder La...2025-05-1751 min
The Elder Law CoachEpi 52: Predatory Marriages: The Silent Threat to Elder Estate PlansSend us a textPredatory marriages target vulnerable seniors for financial gain, creating devastating consequences that override estate plans and disinherit children. Todd Whatley explores this emotionally charged, legally complex issue affecting an increasing number of families as our population ages.• Predatory marriage defined: when someone intentionally targets a vulnerable senior for financial gain through marriage• Common scenarios include caregivers or younger partners marrying seniors with cognitive decline• Marriage automatically triggers inheritance rights that override existing wills and trusts• Red flags include significant age gaps, recent mental capacity changes, social isolation• Joint bank...2025-05-0418 minThe Elder Law CoachEpi 50: Navigating Dementia: Legal Rights and Client CapacitySend us a textElder law attorneys regularly encounter clients with dementia, yet many misunderstand that a diagnosis doesn't automatically prevent someone from signing legal documents. Todd Whatley explains when and how individuals with dementia can execute valid legal documents and avoid unnecessary guardianships.• Understanding dementia as a progressive condition affecting memory and reasoning differently across stages• Document capacity depends on document risk – higher risk requires greater capacity• Pushing clients to guardianship unnecessarily removes rights and limits planning options• Essential documents include comprehensive powers of attorney, healthcare directives, and probate-avoidance planning• Communicatio...2025-03-2424 min
The Generations Legal Group PodcastTrust Management Made Simple: Avoiding Common MistakesAttorney Todd Whatley addresses the critical components of trust management and highlights common trust mistakes that attorneys should help clients avoid. He provides insight into how elder law attorneys can differentiate themselves from DIY solutions and financial advisors attempting to provide estate planning.• DIY estate planning services and financial advisors are aggressively targeting clients, claiming lawyers aren't necessary• Trust documents need specialized language to handle incapacity periods before death, not just asset transfers after death• Testamentary trusts provide significant protection from bankruptcy, divorce, and lawsuits for beneficiaries• The biggest mistake in trust planning is failure...2025-03-1726 min
Fairview Memorial Missionary BaptistBelievers are Sent into the World on a Mission from God – 2/24/25 – Elder Todd Fugate2025-02-2453 minThe Elder Law CoachEp. 48 Uncovering Elder Abuse: Insights and Solutions with Leslie AlbrechtSend us a textEver wondered what it takes to identify and combat elder abuse effectively? Join us as we sit down with Leslie Albrecht, a leading authority on elder abuse, who shares her transformative journey from her early days with the San Diego Police Department to establishing the pioneering Elder Abuse Unit in 2000. Leslie offers a candid look at the struggles of recognizing elder abuse as a criminal offense and the critical need for law enforcement training. Listen to her compelling insights on the pervasive issue of financial exploitation among seniors and learn why distinguishing between...2025-02-0147 minThe Elder Law CoachEp. 46 Preserving Your Digital Legacy: Navigating Digital Assets in Modern Estate Planning with Todd WhatleySend us a textDigital assets are becoming an essential component of estate planning, yet many clients do not realize their significance. This episode discusses practical steps and legal considerations for addressing digital assets in elder law.• Importance of planning for digital assets • Conducting a digital asset inventory • Challenges of accessing digital assets posthumously • Creating a digital asset access plan • Overview of RUFADA and its implications • Social media legacy contacts and manager settings • Encouraging client education around digital asset managementArticle to review: https://trustandwill.com/learn/what-is-rufadaa?srsl...2025-01-1820 minThe Elder Law CoachEp. 45 Balancing Autonomy and Protection: Navigating Elder Law and GuardianshipSend us a textThis episode explores the delicate balance between protecting the rights of elderly clients and preserving their autonomy in light of diminished capacity. Todd emphasizes the ethical responsibilities of elder law attorneys to advocate for their clients and the importance of legally empowering them through comprehensive powers of attorney. • Understanding the implications of diminished capacity • Importance of advocating for client autonomy • Ethical duties of elder law attorneys • Role of powers of attorney in preserving rights • Common issues faced with powers of attorney • Necessity for proper client education and communication ...2025-01-1830 minThe Generations Legal Group PodcastUnlocking the Secrets of Medicaid Planning and Asset Protection with Todd WhatleyTodd Whatley, Certified Elder Law Attorney with Generations Legal Group explains how Medicaid really is an option for almost everyone seeking to pay for long term care. This episode addresses the crucial topic of Medicaid planning and the misconceptions surrounding it. We discuss how proper planning can protect assets for long-term care, with a focus on understanding the rules of Medicaid to benefit families facing aging challenges.• Understanding Medicaid and its application for long-term care • Dispelling myths about wealth and Medicaid eligibility • The importance of early planning for future care needs • Strategies for married couples to p...2025-01-0534 minThe Elder Law CoachEp. 44 Mastering Probate Avoidance: Expert Strategies for Elder Law PracticesSend us a textThis podcast episode emphasizes the importance of probate avoidance and explores various strategies to ensure smoother transitions of assets upon death. Todd Whatley discusses ethical estate planning practices, focusing on revocable living trusts, beneficiary designations, and joint ownership as ways to bypass probate.• Understanding the pitfalls of defaulting to probate • The role of revocable living trusts in estate planning • Benefits of using beneficiary designations • Ethical considerations in presenting estate options • The risks associated with joint ownership • The necessity of trust funding and regular plan reviews • Strategies for keepi...2025-01-0520 minThe Elder Law CoachEp. 43 Expanding Your Practice with Special Needs TrustsSend us a textIn this episode, we explore the vital role of special needs trusts in elder law, discussing their importance for families and how attorneys can incorporate them into their practices. With practical marketing strategies and insights, listeners learn how to serve this unique community effectively.• Understanding the significance of special needs trusts • Navigating client needs in the realm of elder law • The impact of financial advisors and CPAs on trust planning • Effective marketing strategies for reaching families in need • The advantages of creating dedicated special needs trusts • Legal considerati...2025-01-0525 minThe Elder Law CoachEp. 42 Insights from Todd on the 2025 Potential ShiftsSend us a textDiscover the intricate world of estate and gift tax exemptions with Todd Whatley, the Elder Law Coach. What could the re-election of President Trump mean for your financial future? As Todd guides us through the potential shifts in estate planning, he delves into the looming reduction of the estate tax exemption from $13.61 million per individual to a potentially game-changing $5 million by 2026. With Congress's role unclear, Todd sheds light on the strategies you might need to adopt and the political dynamics at play as this fiscal transformation unfolds.In this episode, Todd...2024-12-1629 minThe Elder Law CoachEp. 41 Mastering OKRs: Revolutionize Goal-Setting in Your Elder Law PracticeSend us a textUnlock the secret to revolutionizing your elder law practice's goal-setting strategy with Todd Whatley as your guide. Traditional methods often leave us short of our targets, but what if your objectives were not only clear but quantifiable as well? Through the power of Objectives and Key Results (OKRs), Todd shares insights on how you can set short-term, qualitative objectives and pair them with measurable key results. Discover how to elevate client satisfaction and improve response times, all within a framework that promises transparency and encourages collaboration without resorting to financial incentives....2024-12-1428 minThe Elder Law CoachEp. 40 Turning Mistakes Into Mastery: The $6850 LetterSend us a textWhat happens when a small oversight turns into a $6,850 lesson? Join me, Todd Whatley, on a journey through the complexities of elder law, as I recount an unforgettable personal story that underscores the critical importance of communication and documentation in the Medicaid application process. This episode isn't just about a mistake; it's about embracing errors as stepping stones to improvement and growth. Learn how the Community Spouse Resource Allowance (CSRA) plays a vital role, and why removing an institutionalized spouse's name from assets exceeding $2,000 is a non-negotiable step in elder law practice. By...2024-12-1015 min
The Pestle: In-depth Movie Talk, No Fluff | Film Review | SpoilersEp 301: “Heretic”We creep into Hugh Grant’s “Heretic” and discuss:
Cinematography, shooting in small spaces, dramatic reveals;
Story & Writing, self-talk as exposition, philosophical stories;
Special Guest Hamish Purdy talks about working on Heretic, and set decoration;
and other such stuff and things and stuff.
“I think that when you consider the beauty of the world and you wonder how it came to be what it is, you are naturally overwhelmed with a feeling of awe.“ – Richard Dawkins
Notes & References:
HamishPurdy.com – check out Hamish’s work!
Hamish Purdy (IMDB)
Watch us on YouTube!
2024-12-101h 44
Your Biggest BreakthroughEpisode 152: Rediscover Purpose and Creativity After 60: David McNally’s Guide to Thriving in Later LifeWhat are your dreams, your passion, your vision, your purpose? Do you feel like these are slipping away as you get older, or is it just too overwhelming to figure out? Here’s the truth: you’re still alive, which means you’re still on a mission. You just might not see the opportunities waiting for you.In this episode of Your Biggest Breakthrough, David McNally joins us to reveal how imagination fuels possibility, why contribution is the key to fulfillment, and how even grief can coexist with gratitude. From lessons learned in bombed-out playgrounds of post-war London...2024-11-1947 minThe Restored Gospel of Jesus Christ: Discussions on the Teachings of Dr. D. Todd HarrisonDiscussing Dr. D. Todd Harrison's Teaching on the Prodigal Son's BrotherDr. D. Todd Harrison uses Jesus' parable of the Prodigal Son to illustrate a common sentiment among long-time church members, who often feel resentful when inactive members are welcomed back with celebration. He explains that the elder brother in the parable represents those who have faithfully followed God's commandments, and he highlights the elder brother's frustration at seeing his brother's return celebrated while his own consistent service goes unnoticed. However, Dr. Harrison emphasizes that God's plan of salvation is inclusive, offering the promise of celestial glory to all, whether they have strayed or remained faithful. He cautions against judging...2024-10-1204 minGod's Truth with Dr. D. Todd HarrisonDiscussing Dr. D. Todd Harrison's Teaching on the Prodigal Son's BrotherDr. D. Todd Harrison uses Jesus' parable of the Prodigal Son to illustrate a common sentiment among long-time church members, who often feel resentful when inactive members are welcomed back with celebration. He explains that the elder brother in the parable represents those who have faithfully followed God's commandments, and he highlights the elder brother's frustration at seeing his brother's return celebrated while his own consistent service goes unnoticed. However, Dr. Harrison emphasizes that God's plan of salvation is inclusive, offering the promise of celestial glory to all, whether they have strayed or remained faithful. He cautions against judging who...2024-10-1204 minFairview Memorial Missionary BaptistThe Position of the Bishop – 9/8/24 – Elder Todd Fugate2024-09-0846 minThe Elder Law CoachEp. 38 The Future of Elder Law Part 2 - One Solution, Financial PlanningSend us a textUnlock the secrets to effective elder law and estate planning as we host Ian Weiner, a Certified Financial Planner, who shares his expertise on the critical risks of using templated legal documents and "do it yourself" financial advice. Discover why DIY and advisor-mediated estate plans often fall short and how improper documentation can lead to serious consequences. Ian and Todd Whatley expose the ethical concerns of financial advisors inflating legal service costs and stress the importance of consulting certified elder law attorneys for comprehensive estate planning.In our advanced segment, we...2024-07-2227 minThe Elder Law CoachEp. 37 Trends in Elder Law - What is Coming?Send us a textDiscover the evolving world of estate planning and financial advising in our latest episode, featuring insightful contributions from Todd Whatley, the Elder Law Coach, and certified financial planner Ian Weiner. You won't want to miss Todd's candid apology for the delay in new episodes as he commits to more frequent and valuable content. Ian takes us through the types of financial advisors, emphasizing the fee-only model and the industry's shift towards comprehensive financial planning. Gain from Ian's extensive experience as he underscores the necessity for transparency and client-focused advice, steering away from mere...2024-07-2224 min
VET S.O.S. PodcastTransition 30: Essential Tips for Military-to-Civilian Success with Todd NelsonIn this powerful episode of the VET S.O.S. Podcast, hosts Shawn and Keith sit down with Todd Nelson, founder of Transition 30 and a financial advisor, to discuss how transitioning service members can confidently move into their post-military lives. Todd's personal journey, from serving as a minister to becoming a financial advisor, highlights the importance of trust, adaptability, and a passion for service.What to Expect:- Todd’s Journey: Discover how Todd’s career path led him to work with transitioning veterans and why trust and community are at the heart of his mission.- Tran...2024-07-1031 min
VET S.O.S. Presents The Military Transition Resource Show with Shawn Welsh and Keith CassantTransition 30: Essential Tips for Military-to-Civilian Success with Todd NelsonIn this powerful episode of the VET S.O.S. Podcast, hosts Shawn and
Keith sit down with Todd Nelson, founder of Transition 30 and a
financial advisor, to discuss how transitioning service members can
confidently move into their post-military lives. Todd's personal
journey, from serving as a minister to becoming a financial advisor,
highlights the importance of trust, adaptability, and a passion for
service.What to Expect:- Todd’s Journey: Discover how Todd’s
career path led him to work with transitioning veterans and why trust
and community are at the heart of his mission.- Tr...2024-07-1031 minTalk Law Radio PodcastElder Law and Retirement Symposium with Tim Allen & Rick Hood (5-20-23 Best-of)Today's show is a preview of an upcoming seminar. In celebration of older Americans month, Talk Law radio is hosting an Elder Law and Retirement symposium on Wednesday May 24th at 6pm at the Education Service Center located at 1314 Hines in San Antonio. This free seminar will include speakers Todd Marquardt of Marquardt law firm, Tim Allen from AHIA and Rick Hood also of AHIA. They will be discussing health, finance and legal issues facing older Americans today. This is a free event but we ask that you RSVP today by calling 210-530-4278. Don’t miss the Elder La...2024-06-0151 minTalk Law Radio PodcastBONUS: Elder Law & Medicaid (2-4-24 Best-of)Attorney Todd Marquardt talks about elder law and medicaid on this bonus edition of Talk Law Radio! The mission of Talk Law Radio is to help you discover your legal issue blind spots by listening to me talk about the law on the radio. The state bar of Texas is the state agency that governs attorney law licenses. The State Bar wants attorneys to inform the public about the law but does not want us to attempt to solve your individual legal problems upon the basis of general information. Instead, contact an attorney like Todd A. Marquardt...2024-05-0525 min
The Todd Herman ShowWhat would a godly government look like? Not a theocracy--God forbid--a government led by godly people.This is a free preview of a paid episode. To hear more, visit thetoddhermanshow.substack.com This post has been updated. Episode 1,511 is now available for viewing below the paywall. Not a subscriber yet, click here! Episode 1,510 - What would a godly government look like? Not a theocracy--God forbid--a government led by godly people. (AUDIO & VIDEO)We are being told that there is a plan for Christian Nationalism in the country. I have a dear family member who is terrified of this happening. Let’s just dispense with that idea right now. There can’t...2024-04-0400 minThe Elder Law CoachEp 36 Maintaining Autonomy in Dementia: Navigating Guardianships and Powers of AttorneySend us a textDiscover the keys to safeguarding autonomy in the face of dementia and the intricate legal decisions that follow. As your Elder Law Coach, I, Todd Whatley, guide you through the murky waters of guardianships and powers of attorney, revealing how a dementia diagnosis impacts legal capacity and the crucial steps to maintain control over personal affairs. This episode unravels the ethical imperatives entwined with preserving one's independence, addressing the invasive nature of guardianships—complete with court interventions and potential loss of rights—and contrasting them with the empowering capacity of powers of attorney....2024-03-3027 min
Wealth For GenerationsYou have a Trust. Great! Is it exactly what you want (or needed)?Discover the secrets to crafting a legacy that withstands the test of time, as we sit down with Todd Whatley, a certified elder law attorney, and Ian Weiner, a certified financial planner, who unveil the intricate layers of trust planning. It's not just about creating a trust; it's about sculpting an estate plan that genuinely matches your personal narrative. Todd challenges the cookie-cutter mentality and shares why a trust isn't always the silver bullet for everyone. We dissect the myths and reveal how a well-structured trust can serve as a fortress, protecting your beneficiaries from life's unpredictable trials, such...2024-03-0929 minWealth For GenerationsThe Conversation that Never Happens. We have it.Unlock the full potential of your legacy with the expert guidance of elder law attorney Todd Whatley and certified financial planner Ian Weiner. Together, they unravel the intricacies of wealth management across generations, blending legal know-how with financial expertise to protect your assets and ensure your loved ones thrive long into the future. This episode is a treasure trove of strategic insights, from understanding the 'use by date' on each dollar to navigating the often-misunderstood realm of annuities and phantom taxation.If you've ever wondered how to balance the preservation of wealth with the need for steady...2024-03-0929 minThe Elder Law CoachEp 35 Insights on Trustee Selection and Beneficiary Care with Samantha ShepherdSend us a textEmbark on a journey with me, Todd Whatley, as I sit down with the exceptional Samantha Shepherd, a beacon in the world of elder law and founder of Assured Trust. Our latest Elder Law Coach podcast episode promises to unveil the complexities of trust management through the lens of Samantha's admirable mission to provide fiduciary services rooted in compassion—a calling that came to fruition amid the unpredictability of a global pandemic. Her stories of navigating the creation of a trust company, especially for those with special needs, will not only enlighten but al...2024-03-0929 minThe Elder Law CoachEp 34 Mastering Elder Law: The Role of Irrevocable Trusts in Asset Protection and Medicaid PlanningSend us a textEmbark on a journey through the complex landscape of Elder Law with me, Todd Whatley, as your guide. Together we'll uncover the benefits and drawbacks of Irrevocable Trusts, a critical tool in asset protection. This episode promises to illuminate the path for safeguarding your clients' assets from Medicaid, while carefully considering the irreversible sacrifices that come with it. You'll gain insights into the delicate balance of asset protection, especially when handling family treasures like farms, and learn when to implement these trusts or when to proceed with caution.As we navigate...2024-02-2420 minThe Healthy Church Staff PodcastWhen to ConfrontEver found yourself biting your tongue in a church meeting, afraid to rock the boat? This episode is your roadmap to navigating those tough conversations that are all too common in faith communities. With my background as an elder, I offer a treasure trove of insights on transforming church conflict into constructive dialogue. We'll walk you through recognizing the signs of a brewing storm and how to address them with grace and empathy. Learn the art of empathetic listening and why it's pivotal in resolving disagreements before they escalate into conflicts. This isn't about winning an argument; it's about...2024-02-2208 min