Shows
Celebrity Estates: Wills of the Rich and FamousCelebrity Estates: The Lessons Behind Gene Hackman’s Estate with Victoria GrayOn this episode of the Celebrity Estates podcast, Victoria Gray, founder and principal of Insight Art & Collectibles Advisory, once again joins WealthManagement.com Senior Editor David Lenok to examine the tragic and complex estate of actor Gene Hackman, a case where timing, trust gaps and estranged heirs collided.
From an $80 million fortune and a decades-old will to simultaneous death rules and charitable trusts, Victoria unpacks how not regularly updating the estate plan shaped the outcome. Drawing on her years advising fiduciaries and families, she explains why ongoing estate reviews, succession planning and clear documentation are critical to...
2025-11-1029 minCelebrity Estates: Wills of the Rich and FamousCelebrity Estates: The John Amos Estate Dispute with Michael NapoleoneFamily drama doesn’t end when the spotlight fades.
On this episode of the Celebrity Estates podcast, litigator Michael Napoleone joins Wealthmanagement.com Senior Editor David Lenok to unpack the bitter dispute over actor John Amos’s estate, and what it reveals about aging, trust and family dynamics.
From allegations of elder abuse and undue influence to sibling rivalries turned legal battles, Michael shares what really happens when communication and transparency break down. Drawing on years in the courtroom, he explains why longer lifespans, cognitive decline and blended families are fueling a rise in inheritance disp...
2025-10-2722 minCelebrity Estates: Wills of the Rich and FamousCelebrity Estates: Updating Estate Plans Through Life’s MilestonesLife changes, and your estate plan should change with it. Attorney Matthew Erskine joins the Celebrity Estates podcast to explain why estate planning is never a “set it and forget it” process, but a lifelong practice that evolves alongside major milestones.
Matthew walks through key life events from marriage and divorce to relocation and retirement and shares how each can reshape a client’s estate strategy. Drawing from years of experience, he highlights how small updates, communication and awareness of changes in the law can prevent major family disputes.
Join Senior Editor David Lenok and Matthe...
2025-10-2034 minCelebrity Estates: Wills of the Rich and FamousCelebrity Estates: Giorgio Armani’s $12B Legacy and Succession PlanGiorgio Armani left behind more than fashion when he passed away at 91. His $12 billion empire, absence of direct heirs and a carefully crafted foundation raise essential estate planning lessons that extend beyond celebrity headlines.
Kevin Ghassomian, partner at Venable LLP, explains how Armani separated wealth from control, empowered trusted collaborators, and institutionalized his brand to ensure continuity. He emphasizes the importance of early planning, communication and mission-driven structures in preserving wealth and vision.
Join WealthManagement.com Senior Editor David Lenok and Kevin for a compelling discussion on the lasting lessons Armani’s estate provides for fa...
2025-09-2924 minCelebrity Estates: Wills of the Rich and FamousCelebrity Estates: Legacy Lessons from Ozzy OsbourneOzzy Osbourne left behind more than music when he passed away at 76. His $250 million fortune, blended family and valuable music royalties raise pressing estate planning questions that extend far beyond celebrity headlines.
Tasha Dickinson, partner at Day Pitney LLP, shares how advisors can address family conflict, use independent fiduciaries and manage complex assets like royalties. She highlights the crucial role of communication and expectation-setting in preventing disputes.
Join WealthManagement.com Senior Editor David Lenok and Tasha for a compelling conversation on the lessons Ozzy’s estate offers for families and advisors alike.
Tasha di...
2025-09-2235 minCelebrity Estates: Wills of the Rich and FamousCelebrity Estates: Blended Families, Disclaimers, and Hulk Hogan’s $25 Million EstateWhen wrestling legend Hulk Hogan passed away, he left behind more than a fortune; he left a tangled family web.
In this episode, David Lenok talks with Lawrence D. Mandelker, Partner at Venable LLP, to discuss the estate challenges surrounding Hogan’s $25 million legacy.
Together, they explore how blended families, strained relationships, and renounced inheritances highlight the planning pitfalls that advisors see every day. From fairness vs. equality to the tools that can prevent disputes, this episode offers lessons advisors can apply directly with their clients.
Key Points:
Hulk Hogan’s life, fortu...
2025-08-2727 minCelebrity Estates: Wills of the Rich and FamousCelebrity Estates: George Foreman and Legacy PlanningIn this episode of Celebrity Estates, host David Lenok welcomes Ian Freeman, founder of The Freeman Group and a Northwestern Mutual Wealth Management Advisor, for a conversation inspired by the estate of legendary boxer and entrepreneur George Foreman.
From naming all five of his sons “George Edward Foreman” to building a $300 million fortune, David and Ian explore how identity, family dynamics and unspoken expectations shape legacy. Ian offers practical insight into the emotional side of wealth transfer and how advisors can foster deeper, more meaningful planning conversations.
Ian discusses:
George Foreman’s estate strategy and the...
2025-08-1134 minCelebrity Estates: Wills of the Rich and FamousCelebrity Estates: Lessons from Leonard Lauder’s Art Legacy with Oliver PurscheIn this episode of Celebrity Estates, host David Lenok welcomes Oliver Pursche, senior vice president at Wealthspire Advisors, for a deep dive into the estate complexities surrounding Leonard Lauder’s famed art collection. From cubist masterpieces to staggering valuations, they explore how collectibles impact balance sheets, spark family conflict and raise nuanced estate planning questions.
Here’s what to expect from this episode:
The emotional psychology behind collecting and why it matters to advisors
How valuation types (fair market vs. insurance vs. resale) shape tax and succession planning
What advisors must know about collaborating with clients’ outsid...
2025-07-2834 minCelebrity Estates: Wills of the Rich and FamousCelebrity Estates: The Art of Celebrity Auctions with Victoria GrayVictoria Gray, deputy chairman of Bonhams North America, has spent decades curating and managing some of the most iconic celebrity estate auctions. From U.S. Sen. Dianne Feinstein’s six homes to Supreme Court Justice Ruth Bader Ginsburg’s salt and pepper shakers, she reveals how intimate artifacts transform into coveted treasures worth thousands.
With a blend of art, emotion, and strategy, Victoria shares how storytelling and authenticity drive the value of these items, offering a rare glimpse into the private lives of public figures and the meticulous process of estate auctions.
Join WealthManagement.com Seni...
2025-06-2338 minCelebrity Estates: Wills of the Rich and FamousCelebrity Estates: First-Generation Wealth with George StefanouLeon Spinks shocked the world in 1978 when, in just his eighth professional fight, he defeated Muhammad Ali to become the undisputed heavyweight champion, a victory still regarded as one of boxing’s greatest upsets. Yet, despite his early success and multimillion-dollar earnings, financial missteps and the long-term effects of brain injuries would take a heavy toll.
At his lowest point, Spinks worked as a janitor and fast-food worker in Nebraska. But with the unwavering support of his wife Brenda, he eventually found peace and stability in Las Vegas, where he remained a cherished figure in the boxing co...
2025-05-2726 minCelebrity Estates: Wills of the Rich and FamousCelebrity Estates: Gene Hackman and Estate Planning While in Cognitive DeclineAfter four decades of acting and winning multiple awards, Gene Hackman was found dead in his home at the age of 95, along with his wife and primary caretaker, Betsy Arakawa. Forensics uncovered that his wife predeceased him, leaving him to struggle with Alzheimer’s alone before passing away one week later. Join WealthManagement.com Senior Editor … Read More Read More
2025-03-3123 min
WealthManagement EDGEWealth Management EDGE Podcast: Heather Fortner’s Uncharted Journey to LeadershipHeather Fortner brings leadership and authenticity to her role as CEO at SignatureFD.
In this episode of the Wealth Management EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Heather Fortner, chief executive officer and chair of the board of SignatureFD, who shares her insights into leadership, mission statements and the delicate balance between work and family. Heather touches on the importance of connecting leaders, opportunities and experiences to achieve success, and finding one’s self-worth to lead with purpose.
Specifically, Nabia and Heather discuss:
Keeping true to core beliefs through professional and personal...
2023-12-1435 minWealthManagement EDGEWealthManagement EDGE Podcast: Unleashing the Power of Generative AI with Cory McCrudenErnst & Young’s Cory McCruden shares how generative AI is revolutionizing the financial advisory industry.
In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Cory McCruden, managing director of wealth and asset management at Ernst & Young, about the transformative potential of generative AI. From content creation to real-time insights for advisors, Gen AI is reshaping the financial landscape and it has become crucial for advisory firms to keep up with changing technology.
Specifically, Nabia and Cory discuss:
How content generation is revolutionizing the way advisors create custom, comp...
2023-12-0736 minWealthManagement EDGEWealthManagement EDGE Podcast: Toussaint Bailey on Unlocking Profit in Impactful Wealth ManagementTurning visions of impact investing into actionable and profitable solutions.
In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Toussaint Bailey, founder and CEO of Uplifting Capital, on why he chose his career path, moving from lawyer to investment firm executive. From books to conversations, Toussaint researched the issues and causes near to his heart and brought them into focus within the wealth management industry.
Specifically, Nabia and Toussaint discuss how:
Impact investing can align with capitalism, providing market-rate returns while addressing global chal...
2023-11-0928 minWealthManagement EDGEWealthManagement EDGE Podcast: Jamie Hopkins on Transitions, Coaching Success and Lifelong LearningCareer shifts and mentorships keep Jamie Hopkins facing forward.
In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston asks Jamie Hopkins about his recent transition from his role at Carson Group, a role he cherished, to SVP and director of private wealth management at Bryn Mawr Trust. They also discuss what it means to provide a community of support and mentorship to young professionals through the FinServ Foundation.
Specifically, Nabia and Jamie discuss:
Jamie’s career transition insights and embracing new challenges in finance
Impactful success stories from Carson Grou...
2023-11-0231 minWealthManagement EDGEWealthManagement EDGE Podcast: Breaking Conventions for Inclusive Equity with Dana WilsonFrom finance to fintech disruption, CHIP founder Dana Wilson redefines fear and empowers change.
In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Dana L. Wilson, CEO and founder of CHIP (Changing How Individuals Prosper). Dana’s journey from banking to fintech innovation is a remarkable one. With awards for diversity and inclusion, as well as thought leadership, she’s been recognized as a “One To Watch” in Fintech by Money 20/20. Known as the mastermind behind “Dana Disrupts” (@DanaDisrupts), she offers unique insights into reshaping the financial sector to be more inclusive...
2023-10-1928 minWealthManagement EDGEWealthManagement EDGE Podcast: Casting a Bold and Impactful Vision with Aisha HuntIn this next episode of the WealthManagement EDGE Podcast, Nabia Jenkins-Johnston, senior conference producer at WealthManagement.com and Aisha Hunt, founder of law firm Kelley Hunt & Charles, talk about legal changes in the way we do business, gaining a perspective on diversity and inclusion, and emphasizing the need to create an inclusive, mutually beneficial financial landscape.
Aisha brings over two decades of experience in her role as principal of KHC, a majority women- and minority-owned law firm that specializes in helping asset managers bring legal and business aspects together. Here, she discusses the firm’s invol...
2023-10-1224 minWealthManagement EDGEWealthManagement EDGE Podcast: Retirement, Annuities, and Regulation UnveiledProtecting the average retiree in a confusing landscape of investment planning vs. financial planning.
In this episode of the WealthManagement EDGE Podcast Nabia Jenkins-Johnston, senior conference producer at WealthManagement.com and Michelle Richter-Gordon, co-founder, Annuity Research and Consulting, explore fiduciary roles and regulatory definitions in the financial world. They unveil the impact of misaligned titles, where financial and investment advisors differ, and the necessity for wealth management.
Specifically, they cover:
Fiduciary roles in financial management
Differences between financial and investment advisors
The importance of wealth management
The significance of insurance and annuities in retirement pla...
2023-10-0529 minWealthManagement EDGEWealth Management EDGE Podcast: Marguerita Cheng’s Journey: Thriving as a Financial AdvisorReaching career heights and client goals on the road to success.
In this episode of WealthManagement Edge, special guest host Nabia Jenkins-Johnston talks one-on-one with Marguerita Cheng, CEO of Blue Ocean Global Wealth, about her path to success as a financial planner. Marguerita shares her insights on establishing trust, the power of authenticity, and her inclusive approach to working with clients from diverse backgrounds and multiple generations.
Specifically, Nabia and Marguerita discuss:
Building credibility before entering the financial planning profession.
The importance of authenticity and Inclusivity in creating judgment-free spaces for clients to openly...
2023-09-1430 minWealthManagement EDGEWealth Management EDGE Podcast: LPL Financial’s Marc Cohen on Unlocking Growth in Wealth ManagementWhat will be the winning strategies behind growth and success in the future of wealth management?
In this episode of the Wealth Management Edge podcast, Mark Bruno, managing director of the wealth management group at Informa talks with Marc Cohen, executive vice president at LPL Financial about the future of wealth management, mergers and acquisitions, and effective technology and workflow management will drive a new wave of growth in the advice industry.
Specifically, Mark and Marc discuss:
How specific technology utilization, time management, and diverse team collaboration can create capacity and leverage to add mo...
2023-09-0734 minWealthManagement EDGEWealth Management EDGE Podcast: Dakota’s Rhys Williams: Inside the Mind of Your NextGen ClientsThis episode of the “Wealth Management EDGE” podcast hosted by Mark Bruno, Managing Director of the Wealth Management Group at Informa, features an insightful conversation with Rhys Williams, a senior wealth advisor at Dakota Wealth Management. The episode highlights the evolving landscape of financial advice and the changing dynamics of clients’ needs.
Mark and Rhys reflect on the current state of the financial markets and the transition from a focus on short-term investment gains to a broader, more long-term perspective. They emphasize the increasing importance of holistic financial planning and how advisors are adapting to meet the unique...
2023-08-0331 min
Wealthies CircleWealthies Circle Podcast: Accelerating Change by Making a More Diverse and Inclusive PracticeThe wealth management community has been talking about the need to make the industry more diverse to reflect the broader population for years now—and has made strides to reposition the profession as a welcoming opportunity for women, people of color and individuals with more diverse backgrounds.
Still, by the numbers, little progress has been made—making diversity, equity and inclusion a top priority for all stakeholders in the industry.
Join us for an engaging panel discussion with industry thought leaders as they share their ideas, action steps and new approaches for success in making wealth...
2022-12-2027 min
That Annuity Show133 WealthManagement's Fifteen Must-Listen Financial Podcasts Featuring That Annuity ShowThe cast of That Annuity show is proud to report that our retirement podcast, was recognized as one of the "Fifteen Must-Listen Podcasts" by WealthManagement.com. We really want to thank all the great guests in 2021 who made this possible. In particular, we want to give a big shout-out and thanks to Terry Heys, Annuity Gator for nominating us for this honor! Thanks to our sponsors, The Index Standard, CUNA Mutual Group, SE2 and Nassau Financial Group. And thanks to you, our listeners. Also, do you want to get regular updates on news about guests of our show? Subscribe to...
2022-01-2802 minCelebrity Estates: Wills of the Rich and FamousEp 60 – Audrey Hepburn: When Secrets Destroy A FamilyEncore Presentation David Lenok, senior editor at WealthManagement.com, is joined by Dr. Denise Federer, speaker, consultant, coach, psychologist, author, and founder of the Federer Performance Management Group (FPMG) as they discuss the impact of families not having those difficult conversations about their money and wealth. This episode focuses on an icon from Hollywood’s Golden Age, … Read More Read More
2022-01-0329 minCelebrity Estates: Wills of the Rich and FamousEp 59 – Philip Seymour Hoffman – Don’t Delay When It Comes To Your Estate Plan – With Megan GormanIn this episode’s encore presentation, David Lenok, senior editor at WealthManagement.com, is joined once again by Megan Gorman, founding partner of Chequers Financial Management. Today’s celebrity example is Philip Seymour Hoffman, American actor, director and producer, and father of three children with longtime girlfriend, Mimi. At the time of his death, Philip Seymour Hoffman’s only … Read More Read More
2021-12-2030 minWealthies CircleAdapting To Change With Fidelity Investments’ Amanda Robinson and Bill SperaThe needs and demands of younger generations of clients are changing dramatically, and advisors are going to have to change and evolve with them. And adapting to prospect and client expectations will change how financial advisors market their services as well. In this episode, Davis Janowski, senior technology editor at WealthManagement.com is joined by Amanda … Continue reading Adapting To Change With Fidelity Investments’ Amanda Robinson and Bill Spera →
2021-12-0313 minWealthies CircleA Look Into 2022 for Financial Advisors with John Pierce of CeteraAs we approach the new year, many firms are both taking a look back and leaning into the future and setting plans for 2022. In this episode, Davis Janowski, senior technology editor at WealthManagement.com is joined by John Pierce, head of business development at Cetera Financial Group to talk about what his firm is doing … Continue reading A Look Into 2022 for Financial Advisors with John Pierce of Cetera →
2021-11-1920 minWealthies CircleLon Dolber: Staying Independent as an Independent Broker/DealerLon Dolber is the CEO of American Portfolios, an independent broker/dealer and RIA with some 800 affiliated advisors and $40 billion in assets, and the winner of the Wealthmanagement.com award for CEO of the year for small broker/dealers (less than 1,000 affiliated representatives). Dolber launched American Portfolios on Sept. 10, 2001 – and kept the … Continue reading Lon Dolber: Staying Independent as an Independent Broker/Dealer →
2021-10-2626 minWealthies CircleDigital Transitions with Skience’s Marc ButlerIn this episode, David Armstrong is joined by Marc Butler, COO and president of Skience, to talk about the directions the firm has taken since he was appointed in August of 2020—in the midst of the pandemic. Skience, a digital-first client onboarding platform, was recognized in the 2021 Wealthmanagement.com Industry Awards in the technology providers … Continue reading Digital Transitions with Skience’s Marc Butler →
2021-10-1931 minWealthies CircleA Look into Riskalyze’s 2021 Award-Winning Platforms and Strategies with Aaron Klein, CEOIn this episode, David Armstrong speaks with Aaron Klein, co-founder and CEO at Riskalyze about the initiatives, platforms and strategies that helped them take their place as finalists in multiple categories at the 2021 WealthManagement.com Industry Awards. In this episode, they discuss: Riskalyze’s business trajectory and current investor HG Capital How Riskalyze’s trading platform widens … Continue reading A Look into Riskalyze’s 2021 Award-Winning Platforms and Strategies with Aaron Klein, CEO →
2021-10-1326 minCelebrity Estates: Wills of the Rich and FamousEp 54 – James Brown: Philanthropy After Death With Robert StraussIn this episode, David Lenok, senior editor at WealthManagement.com, is joined by Robert Strauss, shareholder and director of Weinstock Manion, specializing in guiding high net worth families, business owners, and real estate developers through the complex process of estate and wealth transfer planning. Today’s celebrity example is the estate of legendary musician and American icon … Read More Read More
2021-10-1130 minWealthies CircleAndrew Schardt on Building A Wider Door to Private MarketsAlternative asset manager Hamilton Lane’s acquisition of investment platform 361 Capital earlier this year brings the $550 billion, 30-year-old global investment shop a step closer to U.S.-based registered investment advisors and their HNW clients. Hamilton Lane’s goal is to bring easier access to private market investments, and was recognized at the 2021 Wealthmanagement.com Industry Awards … Continue reading Andrew Schardt on Building A Wider Door to Private Markets →
2021-10-0823 minWealthies CircleThe Future of Advisor and Client Engagement Using Black Diamond Wealth Platform — with Guest Steve LeiventIn this episode, David Armstrong is joined by Steve Leivent, the SVP and co-general manager of SS&C Advent’s Advisory business, to discuss his firm’s recognition in the Wealthmanagement.com Industry Awards for the Technology Category of Rebalancing and Client Portals for their Black Diamond Wealth Platform. In this episode, you will learn: Steve Leivent’s background and … Continue reading The Future of Advisor and Client Engagement Using Black Diamond Wealth Platform — with Guest Steve Leivent →
2021-09-2233 min
In the Suite50. Being Totally ‘Transparent’ and Leaning Into Wealth Management Trends with Diana Britton, Managing Editor of WealthManagement.comSend us a textIt is an absolute pleasure to welcome Diana Britton In The Suite for this episode. Diana is the Managing Editor at WealthManagement.com and the host of 'Transparency with Diana B,' a podcast about advisors' personal struggles and healing.Having started her career as an intern at The Daily Breeze, Diana is a self-made woman with an illustrious career who is now celebrating her 11th anniversary at WealthManagement.com, the industry's premier publication. Furthermore, just a few years back, Diana was acquired by Informa, a leading international intelligence, e...
2021-07-0946 minCelebrity Estates: Wills of the Rich and FamousEp 51 – Preserving Your Inherited Collectibles with Barbara ArcherIn this episode, David Lenok, senior editor at WealthManagement.com, speaks with Barbara Archer, managing director and partner at Hightower. David and Barbara speak about Barbra’s story of researching, purchasing and preserving art that can be shared with the world. Today’s celebrity example begins with Lilly Pulitzer. Lilly quickly grew to fame through her fashion and … Read More Read More
2021-06-2825 minCelebrity Estates: Wills of the Rich and FamousEp 50 – Warren Buffett – What Is Your Subconscious Relationship With Money? With Rick KahlerIn this episode, David Lenok, senior editor at WealthManagement.com, sits down with Rick Kahler, president of Kahler Financial Group, as they dive into the subconscious mind around money. Today’s celebrity example is Warren Buffett and his interesting relationship with money. Buffett, once the most wealthy man in the world, now sits in 7th place. It … Read More Read More
2021-06-0728 minCelebrity Estates: Wills of the Rich and FamousEp 49 – Clare Bronfman: Building Generational Wealth that Matters With Dan GriffithIn this episode, David Lenok, senior editor at WealthManagement.com, is joined by Dan Griffith, senior vice president and director of wealth strategy at Huntington Private Bank. Today’s celebrity example is brought to you by Clare Bronfman. We discuss Clare’s journey into using generational wealth to fund a company with negative ties. We use this infamous … Read More Read More
2021-05-2436 minCelebrity Estates: Wills of the Rich and FamousEp 48 – Hugh Hefner: Plan it and Communicate it –– With Robert Wermuth and Kevin DonohueIn this episode, David Lenok, senior editor at WealthManagement.com, speaks with Rob Wermuth, senior partner and Kevin Donohue, partner at the Pennsylvania-based firm Legacy Planning about the intricacies of estate planning. Today’s celebrity estate example is brought to us by Playboy Magazine founder and figurehead Hugh Hefner. Through the use of trusts, prenups and taking … Read More Read More
2021-04-2626 minCelebrity Estates: Wills of the Rich and FamousEp 47 – Aretha Franklin: Loose Ends Can Unravel Your Estate –– With Alex WeingartenIn this episode, David Lenok, senior editor at WealthManagement.com, is joined by Alex Weingarten, partner at Venable LLP, where he is a commercial trial lawyer who represents clients in all facets of entertainment, probate and business litigation. Today’s celebrity example is Aretha Franklin; we discussed her estate in episode 8 and at that time it … Read More Read More
2021-04-1232 minCelebrity Estates: Wills of the Rich and FamousEp 46 – Advising Entertainment Industry ClientsDavid Lenok, senior editor at WealthManagement.com, is joined by Jeff Fishman, founder and managing member of JSF Financial, a financial firm that specializes in working with high profile clients and those in the entertainment industry. Unlike our other episodes focusing on the estates of celebrities who have passed, this episode is all about advising those … Read More Read More
2021-03-2223 minCelebrity Estates: Wills of the Rich and FamousEp 45 – Larry King: Get Your Financial House In Order –– With Megan GormanIn this episode, David Lenok, senior editor at WealthManagement.com, speaks with returning guest Megan Gorman of Chequers Financial Management about the issues surrounding the celebrity estate of none other than legendary talk show host Larry King. There was an estate plan, multiple children from multiple marriages, a holographic will written after filing for divorce, and … Read More Read More
2021-03-0830 minCelebrity Estates: Wills of the Rich and FamousEp 44 – Chuck Berry: Be Intentional When It Comes To Taxes – with guest Damien MartinToday, David Lenok, senior editor at WealthManagement.com, is joined by Damien Martin, tax partner at BKD CPAs and Advisors. This episode focuses on the father of rock ‘n roll, Chuck Berry, the legendary musician who worked up into his 80’s, amassing a sizable estate upon his death in 2017 at the age of 90, despite … Read More Read More
2021-02-2227 minWealthies CircleAdvisor Digital Transformation with Pershing – With Claire SantanielloIn this episode, David Armstrong, executive director of content at WealthManagement.com, talks to Pershing’s Claire Santaniello as Claire explains everything you need to know about advisor-oriented digital innovation to achieve progressive and lasting workload results. In this conversation, you’ll learn: How COVID-19 has enhanced Pershing’s digital approach for advisors How Pershing utilizes a streamlined and … Continue reading Advisor Digital Transformation with Pershing – With Claire Santaniello →
2021-02-1816 minWealthies CircleReal-Time Managing Account Technology for Advisors with SMArtX Advisory Solutions – With Evan RapoportIn this episode, David Armstrong, executive director of content at WealthManagement.com, talks to SMArtX’s Evan Rapoport. Evan discusses the firm’s platforms and their managing account approach to help advisors, advisories, and their clients. Evan also explains SMArtX’s very unique cryptocurrency infrastructure. In this episode, you’ll learn: How SMArtX’s managing account technology helps advisors rebalance their … Continue reading Real-Time Managing Account Technology for Advisors with SMArtX Advisory Solutions – With Evan Rapoport →
2021-02-1148 minCelebrity Estates: Wills of the Rich and FamousEp 43 – Audrey Hepburn: When Secrets Destroy A Family–– With Dr. Denise FedererDavid Lenok, senior editor at WealthManagement.com, is joined by Dr. Denise Federer, speaker, consultant, coach, psychologist, author, and founder of the Federer Performance Management Group (FPMG) as they discuss the impact of families not having those difficult conversations about their money and wealth. This episode focuses on an icon from Hollywood’s Golden Age, the legendary … Read More Read More
2021-02-0129 minCelebrity Estates: Wills of the Rich and FamousEp 42 – Jack Cassidy: Loose Ends Can Unravel Your Estate –– With Christopher MelcherIn this episode, David Lenok, senior editor at WealthManagement.com, is joined by Christopher Melcher, partner at Walzer Melcher LLP where they focus on complex family law litigation and premarital agreements of high net worth individuals. Today’s celebrity example is Jack Cassidy; an American actor and singer known for his works in theatre, tv and film. … Read More Read More
2021-01-1821 min
Voice Marketing with Emily BinderMarketing Predictions: 36 Must-Read Insights From the Experts - WealthManagement.comTo say that 2020 was volatile would hardly capture the financial and emotional roller coaster that we just experienced. Business was forced to become totally digital virtually overnight. What's next for marketing as we come out of the pandemic and reemerge into physical gatherings again?Snappy Kraken CEO Robert Sofia published 36 marketing expert predictions at wealthmanagement.com. I was happy to be included among 35 smart marketers including but not limited to: Patrick Brewer, Stephanie Bogan, Michael Kitces, Kirk Lowe, April Rudin, Samantha Russell, Johnny Sandquist, Taylor Schulte, Kelly Waltrich, and many more. Check out the 1/6/2021 article "2021 Advisor M...
2021-01-0703 minCelebrity Estates: Wills of the Rich and FamousEp 41 – Philip Seymour Hoffman – Don’t Delay When It Comes To Your Estate Plan – With Megan GormanIn this episode, David Lenok, senior editor at WealthManagement.com, is joined once again by Megan Gorman, founding partner of Chequers Financial Management. Today’s celebrity example is Philip Seymour Hoffman, American actor, director and producer, and father of three children with longtime girlfriend, Mimi. At the time of his death, Philip Seymour Hoffman’s only estate documentation … Read More Read More
2020-12-2830 minWealthies CircleCreating Programs for Advisors at Janney Montgomery Scott – With Guest Tony MillerIn this episode, David Armstrong is joined by Tony Miller, chief administrative officer at Janney Montgomery Scott as they discuss the programs that led Janney to be recognized as a finalist in this year’s WealthManagement.com Industry Awards. In this conversation, you’ll learn: What Janney Montgomery Scott does as a firm What the Women’s Interactive Network … Continue reading Creating Programs for Advisors at Janney Montgomery Scott – With Guest Tony Miller →
2020-12-1734 minCelebrity Estates: Wills of the Rich and FamousEp 40 – Michael Jackson: Creating A Thriller of An Estate Plan –– With Brian WeinerIn this episode, David Lenok, senior editor at WealthManagement.com, speaks with Brian Weiner, Founder and Managing Partner of Audent Family Wealth Advisors. As managing partner, Brian leads the family offices service program, CIO Platform and next generation education program. This episode focuses on world famous singer/songwriter, dancer, and the king of pop himself Michael Jackson. … Read More Read More
2020-12-1424 minWealthies CircleManaging Financial Risk with Riskalyze – With Guest Aaron KleinIn this episode, David Armstrong, executive director of content at WealthManagement.com,speaks with Aaron Klein, founder and CEO of Riskalyze. Aaron introduces the firm’s digital technology designed to help financial advisors and their clients manage risk. In this episode, you’ll learn: How Riskalyze’s Life Alignment software, portfolio analytics, and investment research help advisors and their clients … Continue reading Managing Financial Risk with Riskalyze – With Guest Aaron Klein →
2020-12-1031 minWealthies CircleDigital Solutions For Professionals with Fidelity – With Guest Lisa BurnsIn this episode, David Armstrong, executive director of content at WealthManagement.com, speaks with Lisa Burns, head of platform technology at Fidelity Institutional. Lisa introduces the firm’s technological integration system available for financial professionals while referring to Fidelity’s technology consultants that work with clients to optimize the use of digital tools. In this conversation, you’ll learn: … Continue reading Digital Solutions For Professionals with Fidelity – With Guest Lisa Burns →
2020-12-0331 minCelebrity Estates: Wills of the Rich and FamousEp 39 – Robin Williams: How To Spot the Warning Signs of Suicide in Your Clients –– With Amanda KoplinToday, David Lenok, senior editor at WealthManagement.com, is joined by Amanda Koplin, LPC, a mental health entrepreneur who is the founder and CEO of Koplin Consulting. This episode focuses on legendary comedic actor Robin Williams’ tragic suicide and the shocking, unspoken truth about male suicide statistics. Notably, the victims –– namely middle-aged white men –– … Read More Read More
2020-11-3019 minWealthies CircleReps Supporting Reps with Peak Brokerage Services (Peak Reps) – With Guest Michael LomasIn this episode, David Armstrong, editor in chief at WealthManagement.com, speaks with Peak Brokerage Services’ owner and partner, Michael Lomas about everything from Medicare, Social Security and college planning. Mike reveals why his firm is a “one-stop financial shop” and why it resonates with the firm’s marketing, compliance, and “reps help reps” vision. In this … Continue reading Reps Supporting Reps with Peak Brokerage Services (Peak Reps) – With Guest Michael Lomas →
2020-11-2535 minWealthies CircleHelping Advisors Make A Move to Independence with Goldman Sachs Private Bank Select – With Guest Gary BassoIn this episode, David Armstrong, editor in chief at WealthManagement.com speaks with Gary Basso, head of distribution and institutional sales at Goldman Sachs Private Bank. Gary discusses the firm’s tech and digital banking strategy for independent advisors and clients and how the company’s securities-based lines of credit allow borrowers to access cash without liquidating their … Continue reading Helping Advisors Make A Move to Independence with Goldman Sachs Private Bank Select – With Guest Gary Basso →
2020-11-1922 minCelebrity Estates: Wills of the Rich and FamousEp 38 – Tom Carvel: Why Having Too Many Executors Can Melt an Estate –– With James BertlesIn this episode, David Lenok, senior editor at WealthManagement.com, is joined by James Bertles, managing director at Tiedemann Advisors and head of the firm’s Palm Beach office. Today’s celebrity example is Tom Carvel, the creator of soft serve ice cream and one of the founding fathers of the franchise system in America. Thinking he was … Read More Read More
2020-11-1634 minWealthies CircleOptimize The Growth and Profitability of your Business with LPL Financial – With Guest Rich SteinmeierIn this episode, David Armstrong, editor in chief at WealthManagement.com, talks to LPL Financial’s Rich Steinmeier. Today, Rich discusses the firm’s tech strategy for business owners and independent advisors. While it allows business owners to reach their business goals, it allows advisors to secure their and their client’s financial path. LPL is a three-category finalist … Continue reading Optimize The Growth and Profitability of your Business with LPL Financial – With Guest Rich Steinmeier →
2020-11-1229 minWealthies CircleAddressing Systematic Volatility with Hercules Investments – With Guest James McDonaldIn this episode, David Armstrong, editor in chief at WealthManagement.com, talks to Hercules Investments’ James McDonald. Today, James not only discusses all things volatility but also explains different risk-related techniques professionals can use to keep clients comfortable with their portfolios in the market. Hercules Investments won a 2020 Wealthies Award for being the top Alternative … Continue reading Addressing Systematic Volatility with Hercules Investments – With Guest James McDonald →
2020-11-0527 minCelebrity Estates: Wills of the Rich and FamousEp 37 – Ric Ocasek & Paulina Porizkova: What To Do If Your Client Wants To Disinherit Their Spouse –– With Megan GormanIn this episode, David Lenok, senior editor at WealthManagement.com, speaks with returning guest Megan Gorman of Chequers Financial Management. The celebrity examples in this episode are Ric Ocasek and his third wife, Paulina Porizkova. Ric Ocasek was an American musician who was most well known as the co-lead vocalist, rhythm guitarist, and songwriter for the … Read More Read More
2020-11-0223 minWealthies CircleLaserfiche’s Award-Winning Vault and Cloud System –– With Linda Ding & Justin PavaLaserfiche provides intelligent content management and business process automation to boost productivity, scale your business, and deliver a digital-first customer experience. In this episode, David Armstrong, editor-in-chief at Wealthmanagement.com, talks to Linda Ding and Justin Pava about Laserfiche’s award-winning vault and cloud platform and how it helps financial professionals with their document management. In this … Continue reading Laserfiche’s Award-Winning Vault and Cloud System –– With Linda Ding & Justin Pava →
2020-10-2939 minWealthies CircleNew 401(k) Fee-for-Service Advice Program with Cetera –– With Jon Anderson & Kaci SkidgelThe new Fee-for-Service Advice Program at Cetera Financial Group provides financial professionals with holistic tools to help and support clients with their retirement-related finances. In this episode, David Armstrong, editor in chief at Wealthmanagement.com, talks to Jon Anderson and Kaci Skidgel. Today’s guests discuss their award-winning platform while providing insight into their firm’s financial wellness … Continue reading New 401(k) Fee-for-Service Advice Program with Cetera –– With Jon Anderson & Kaci Skidgel →
2020-10-2227 minCelebrity Estates: Wills of the Rich and FamousEp 36 – Richard Pryor: Don’t Miss the Signs of Elder Abuse –– With Vivian Lee ThoreenIn this episode, David Lenok, senior editor at WealthManagement.com, is joined again by Vivian Lee Thoreen of Holland & Knight. The celebrity example in this episode is Richard Pryor, an American actor, writer, and one of the most influential standup comedians of all time. Richard was married five times and fathered seven children from six … Read More Read More
2020-10-1926 minWealthies CircleAdvanced Technology for Advisors with PractifiWith headquarters in Australia and a branch in Chicago, Practifi is a company that’s all about developing convenient technology for all busy financial advisors out there. Listen in as David Armstrong, Editor and Chief at Wealthmanagement.com, and Practifi’s Co-Founder & Chief Commercial Officer, Adrian Johnstone, talk about his company’s technological customer relationship management (CRM) approach … Continue reading Advanced Technology for Advisors with Practifi →
2020-10-1532 minWealthies CircleSimplify Your RIA Life — With Yang Xu of TradingFrontIn this episode, David Armstrong, Editor and Chief at Wealthmanagement.com, speaks with Yang Xu, CEO of TradingFront, a white label robo-advisor solution. TradingFront was a finalist in two categories at this year’s Wealthies in the categories of Client Onboarding and Client Portal Technology. Yang has also been recognized as one of the “Ten to Watch … Continue reading Simplify Your RIA Life — With Yang Xu of TradingFront →
2020-10-0833 minCelebrity Estates: Wills of the Rich and FamousEp 35 – Chadwick Boseman: Estate Planning Essentials for Clients With a Diagnosis –– With Jacqueline BevilaquaIn this episode, David Lenok, senior editor at WealthManagement.com, is joined again by Jacqueline Bevilaqua, a tax, trust and estates associate at Katzy Korins. The celebrity example in this episode is actor Chadwick Boseman, who was best known for portraying heroes, specifically Black heroes, in films, such as “42,” “Get On Up,” “Marshall,” and, of … Read More Read More
2020-10-0519 minWealthies CircleMake a Unique Portfolio for Every Single Client –– With Jonathan Hudacko of Just InvestIn this episode, David Armstrong, editor and chief at Wealthmanagement.com, talks to Jonathan Hudacko, CEO of Just Invest. Just Invest strives to deliver the best that modern finance can deliver to its clients. It’s a mandate that has earned them three finalist spots in this year’s Wealthies. In fact, they brought home the win for … Continue reading Make a Unique Portfolio for Every Single Client –– With Jonathan Hudacko of Just Invest →
2020-09-2927 minCelebrity Estates: Wills of the Rich and FamousEp 34 – Luke Perry: Replenishing the Earth in a Mushroom SuitIn this episode, David Lenok, senior editor at WealthManagement.com, is joined again by Megan Gorman, founder of Chequers Financial Management, to discuss the perfection that was Luke Perry’s estate and funeral plan. American actor and teen idol, Luke Perry, was best known as “bad boy” Dylan Mckay on the TV series Beverly Hills, 90210. When … Read More Read More
2020-09-2130 minCelebrity Estates: Wills of the Rich and FamousEp 33 – Sammy Davis Jr: An Insolvent Estate Is Not How You Want To Be RememberedWhen you realize your client is living beyond their means and creating nothing but headaches for the executor of their estate, how can you help? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Mark Brandenburg, an attorney who focuses on estate planning, estate administration, and probate law. The celebrity example of today’s … Read More Read More
2020-09-0725 minCelebrity Estates: Wills of the Rich and FamousEp 32 – Jackie O: How the Underrated CLAT Can Help Wealthy Clients’ Heirs Save on Taxes –– With Carl FioreAre your clients charitably inclined, but also want to provide for their heirs? There may be a way to do both, while saving on taxes. In this episode, David Lenok, senior editor at WealthManagement.com, talks to Carl Fiore, a managing director in the Andersen U.S. National Tax office, about how wealthy people are saving their … Read More Read More
2020-08-2424 minWealthies CircleEpisode 12 – Text Clients in Real-Time With a Compliant Solution – With Brian McLaughlin of Redtail TechnologyDo you know how to use technology to communicate with your clients regularly while also freeing up your valuable time? In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with Brian McLaughlin, CEO of Redtail Technology. Redtail Technology won a Wealthy award in 2019 in the Technology Providers CRM … Continue reading Episode 12 – Text Clients in Real-Time With a Compliant Solution – With Brian McLaughlin of Redtail Technology →
2020-08-1319 minCelebrity Estates: Wills of the Rich and FamousEp 30 – Kenny Rogers: Knowing When to Hold ‘Em (Top Prenup Tips for Advisors)Most people believe their marriages will last forever. But whether their marriage endures or ends, it’s in your clients’ best interests to have a prenuptial agreement –– especially if the split isn’t amicable In this episode, David Lenok, senior editor at WealthManagement.com, talks with Aviva Pinto, a managing director at Wealthspire Advisors. This episode is … Read More Read More
2020-07-2740 minCelebrity Estates: Wills of the Rich and FamousEp 29 – Arnold Palmer: Investing in Wine Could Be Your Clients’ Hole in OneAre your clients thinking about investing in wine? Wine is a true portfolio diversifier, but there are a few things your clients should know first. In this episode, David Lenok, senior editor at WealthManagement.com, talks to Tom Gearing, CEO and co-founder of Cult Wines Limited, about investing in wine. This topic is inspired by golf … Read More Read More
2020-07-1333 minCelebrity Estates: Wills of the Rich and FamousEp 28 – Debbie Reynolds, Carrie Fisher, and Billie Lourd: Estate Planning for CollectiblesCollectibles have different values depending on who collected them, who owns them, and who wants them. In this episode, David Lenok, senior editor at WealthManagement.com, talks again with Sarah McDaniel, a CFA and managing director who heads the Wealth Strategies Group and Advanced Planning Centers at Morgan Stanley. Together, they discuss estate planning for collectibles. … Read More Read More
2020-06-2936 minCelebrity Estates: Wills of the Rich and FamousEp 27 – Amy Winehouse: Reasons to Work With Millennial Clients (And How to Get Started)The millennial generation is simultaneously the most talked about, sought after, and yet curiously underserved demographic in the financial planning industry. In this episode, David Lenok, senior editor at WealthManagement.com, is joined by Douglas Boneparth, founder of Bone Fide Wealth. They discuss how today’s financial advisors can appeal to millennials –– and why bringing in … Read More Read More
2020-06-1533 minWealthies CircleEp 7- Tech Assisting Advisors Now More Than Ever — With Stuart DePinaDo you struggle with being able to connect with your clients? Did you know that AI enables advisors to stay in touch with their clients in any space the client chooses? Are you ready for that? In this episode, David Armstrong, Editor in Chief at Wealthmanagement.com, speaks with Stuart DePina, Chief Executive at Envestnet Data … Continue reading Ep 7- Tech Assisting Advisors Now More Than Ever — With Stuart DePina →
2020-06-0428 minCelebrity Estates: Wills of the Rich and FamousEpisode 26: How to Make Your Family Business Last –– With Mitzi PerdueOnly one-third of family businesses make it to the next generation. What are you doing today to help your family business last? In this episode, David Lenok, senior editor at WealthManagement.com, has the pleasure of speaking with Mitzi Perdue, a businesswoman, author, and professional public speaker. Mitzi is also the daughter of Sheraton Hotel’s co-founders … Read More Read More
2020-06-0136 minCelebrity Estates: Wills of the Rich and FamousEp 25 – Prince: Nothing Compares 2 Having a Proper Estate PlanYour clients’ beneficiaries will have a lot of unintended expenses if your clients don’t take the right estate-planning steps –– especially if the plan is nonexistent. In this episode, David Lenok, senior editor at WealthManagement.com, speaks with returning guest Megan Gorman of Chequers Financial Management about what happens to an estate when there is no … Read More Read More
2020-05-1931 minCelebrity Estates: Wills of the Rich and FamousEp 24 – Albert C. Barnes: Wills of the Rich and Famous –– With Jacqueline BevilaquaIt’s surprisingly easy to have estate planning documents and wills modified or overturned. Can your clients be assured that their estate planning documents will be enforced after they’re gone? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with three-time guest, Jacqueline Bevilaqua, an associate at Katsky Korins, about what can happen to a … Read More Read More
2020-05-1124 minCelebrity Estates: Wills of the Rich and FamousEp 23- George Steinbrenner and the Value of Flexibility –– With Amy CastoroAre you willing to let your children take the reigns of the family business? Giving your children the space to try and make their own mistakes as they learn will help you identify who is ready to take on the family business. In this episode, David Lenok, senior editor at WealthManagement.com, speaks with returning guest … Read More Read More
2020-04-2728 minCelebrity Estates: Wills of the Rich and FamousEp 22 – Steve Jobs: Dying with Digital Assets with Karin PrangleyWhether you know it or not, you have digital assets, your email, your photos, all your social media accounts. Those are your digital assets. What happens to those accounts when you die? In this episode, David Lenok, senior editor at WealthManagement.com, is talking with Karin Prangley, Senior Vice President Private Wealth Management at Brown Brothers … Read More Read More
2020-04-1334 minCelebrity Estates: Wills of the Rich and FamousEp 20 – The Wrigley Family: Help Your Clients Avoiding Passing on an Estate Tax Bill — With Scott SteinerToo many people are oblivious to the estate tax. But as an advisor, you’re perfectly positioned to help your clients avoid passing on a tax bill to their heirs. In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Scott Steiner of Calamos Wealth Management about what you can do to make your clients … Read More Read More
2020-03-1630 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 19 – Yul Brynner: Renouncing U.S. Citizenship — With David LesperanceWhat is it about the American tax system that’s compelling people to renounce their U.S. citizenship? Is there a better option for you and your money? In this episode, WealthManagement.com’s senior editor, David Lenok, is joined by David Lesperance, a tax and immigration lawyer who has been helping people save their wealth from the taxman … Read More Read More
2020-03-0227 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 18 – Mickey Rooney: Elder Abuse and Preventing Post-Death Litigation — With Vivian Lee ThoreenSponsored By: FS Investments Numerous post-death estate-litigation cases happen across the U.S. every day. How will you help your clients understand their estate planning decisions and ultimately prevent post-death litigation? In this episode, David Lenok, WealthManagement.com’s senior editor, is joined by the attorney who represented Mickey Rooney and his estate in his elder abuse and estate … Read More Read More
2020-02-1630 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 17 – Elizabeth Taylor: Going Deep With Your Philanthropy — With Bruce DeBoskeySponsored By: FS Investments What kind of difference do your clients want to make in the world — and for themselves — with their philanthropy? In this episode, WealthManagement.com’s senior editor, David Lenok, is joined by Bruce DeBoskey, president and founder of The DeBoskey Group. Bruce has dedicated his life to helping others maximize the … Read More Read More
2020-02-0329 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 16 – Robert Mugabe: Help Your Clients Face their Estate-Planning Fears — With Jacqueline BevilaquaSponsored By: FS Investments There is a special kind of fear that estate planning brings out in many people. As an advisor, how will you help your clients move past this fear enough to do thorough estate planning? In this episode, WealthManagement.com’s senior editor, David Lenok, is joined again by Jacqueline Bevilaqua of Katsky Korins … Read More Read More
2020-01-2124 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 15—Jerry Weintraub: Modern Polyamory—With Kim KaminIf you had a client with multiple spouses, would you know how to handle their estate planning? In this episode, WealthManagement.com’s senior editor, David Lenok, speaks with Kim Kamin, principal at Gresham Partners, about the success of Jerry Weintraub’s estate plan. Its success is notable given that this Emmy-Award winning producer, talent manager, and actor … Read More Read More
2020-01-0626 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity – Ep 14 – Rockefeller: Help Your Snowbirds Dodge Tax Pitfalls — With Daniel BernardSponsored By: FS Investments Since not all states treat taxes the same, snowbirds who don’t know the rules might experience great heartache when they receive their tax bill. In this episode, David Lenok, senior editor at WealthManagement.com, speaks with tax attorney Daniel Bernard. Together, they discuss John D. Rockefeller, the legendary American industrialist, philanthropist, and … Read More Read More
2019-12-1325 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 13 – Picasso: The Taxman Cometh — With Sarah McDaniel, CFASponsored By: FS Investments Art collections can be a difficult asset to comprehend. You need to surround yourself with highly qualified and good-intentioned experts to ensure your legacy lives on. In this episode, WealthManagement.com’s senior editor, David Lenok, speaks with Sarah McDaniel, CFA and managing director: head of Wealth Strategies Group and Advance Planning Centers … Read More Read More
2019-12-0228 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity – Ep 12 – Jerry Buss: Make Succession Planning a Slam Dunk — With Sonya MughalHave you created a business that you want to outlast you? Do you know who would take over if something were to happen to you? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Sonya Mughal, COO of Bailard Inc. Together, they explore the estate of Jerry Buss, the legendary owner of the … Read More Read More
2019-11-1820 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 11 – Liberace: Planning for LGBTQ Clients — With Bruce HoffmeisterSponsored By: FS Investments Living a secret life can be so utterly complicated. Take it from Liberace. As you’ll soon find out, it is essential for LGBT couples to have a prenup or partnership agreement that can unfold if a relationship ends. In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Bruce Hoffmeister, … Read More Read More
2019-11-0423 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 10 – Robin Williams Planned It Right — With Guest Avi KestenbaumSponsored by: Nationwide Advisory You can have everything planned out, accounted for, and your family members will still find something to fight over once you are gone. In this episode of Dead Celebrity, by Informa WealthManagement.com, David Lenok and Avi Kestenbaum discuss the estate plan of beloved comedian and Oscar-winning actor Robin Williams. As you’ll … Read More Read More
2019-10-3120 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 9 – Marlon Brando: Loss of CapacityThe loss of capacity is a very real threat to all clients, particularly those who are getting older. If your client were to show signs of cognitive impairment, would you know how to proceed with their estate planning? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Letha McDowell, a shareholder of Hook … Read More Read More
2019-10-2124 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 8 – Anthony Bourdain, Aretha Franklin and the Basics of TrustsSponsored By: FS Investments When celebrities with trusts pass away, we may never learn the full details of their estates. And that’s largely the point. But the benefits of using a trust don’t stop at privacy. In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Geoff Madsen, CEO and chairman of Independent Trust Company. … Read More Read More
2019-10-0728 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 7 – Adam “MCA” Yauch: How to work with strong-willed clients — With Guest Jacqueline BevilaquaSponsored By: FS Investments Do you have co-owned assets, similar to how the three members of Beastie Boys co-own their music? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Jacqueline Bevilaqua, associate at Katsky Korins, about what was done correctly and incorrectly in the estate plan of rapper Adam Yauch ( ⅓ of … Read More Read More
2019-09-2328 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 6 – Women and their Finances: Gloria Vanderbilt — With Guest Michelle Smith, CDFAA massive demographic shift is underway for women with money. As an advisor, are you equipped to help women take control of their finances? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Michelle Smith, a Certified Divorce Financial Analyst about women and money. Together, they unpack what advisors can learn from the … Read More Read More
2019-08-2726 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 5 – Tom Petty’s Children and a Second Marriage — With Returning Guest Megan GormanWhen you’re creating or updating your estate planning documents, using clear language takes on a whole new level of importance. Your carefully crafted language can ensure that your wishes leave no room for interpretation. In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Megan Gorman, founding partner of Chequers Financial Management. Together, they … Read More Read More
2019-07-2525 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 4 – Joan Crawford’s Decision to Exclude Children From Her Estate — With Guest Dr. Stanley Teitelbaum, PsyDToo many times we allow our emotions to get the better of us, leading us to make unfair or judgmental decisions. Will you use your estate plan to punish your heirs? Or will you choose to resolve issues before it’s too late? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Dr. Stanley … Read More Read More
2019-07-1727 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 3 – Will Your Pets Become Heirs? A Look at Karl Lagerfeld and His Cat — With Guest Megan GormanHave you considered what would happen to your pet if something happened to you? Do you want to ensure that your family friend is taken care of after you’re gone? This episode will open your mind to the options available to you and your pet. In episode three of Dead Celebrity, by Informa WealthManagement.com, … Read More Read More
2019-06-1920 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 2 – Robin Williams Planned It Right — With Guest Avi KestenbaumYou can have everything planned out, accounted for, and your family members will still find something to fight over once you are gone. In this episode of Dead Celebrity, by Informa WealthManagement.com, David Lenok and Avi Kestenbaum discuss the estate plan of beloved comedian and Oscar-winning actor Robin Williams. As you’ll soon find out, even … Read More Read More
2019-06-0519 minCelebrity Estates: Wills of the Rich and FamousDead Celebrity Ep 1 – The Bizarre Story of Casey Kasem — With Guest Jim DoughertyAre you that person who thinks, “I don’t need to do that paperwork today. It can wait”? Do you think it’s unnecessary to plan out your final wishes and make sure your estate plan is in order? In this inaugural episode of Dead Celebrity, by Informa WealthManagement.com, we learn lessons from the life and death … Read More Read More
2019-05-3130 min