On the Legacy Planning, Once Removed podcast, McGuireWoods LLP partner Stephen Murphy discusses potential pitfalls of transferring wealth. Doing it in the wrong way, at the wrong times or for the wrong reasons can have negative consequences. https://lnkd.in/gnaZBasr #wealthmanagement #estateplanning
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What is a Trust Letter of Wishes? On the Legacy Planning, Once Removed podcast, McGuireWoods LLP partner Stephen Murphy discusses how many clients would benefit from leaving a separate letter, sometimes called a Trust Letter of Wishes, that expresses the settlor’s intent. https://lnkd.in/gnaZBasr #wealthmanagement #estateplanning
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On the Legacy Planning, Once Removed podcast, McGuireWoods LLP partner Stephen Murphy discusses the common elements of a “dynasty trust,” “perpetuities trust” and “generation-skipping trust” and how to incorporate those aspects into the terms of a trust related to access, control and flexibility. https://lnkd.in/gnaZBasr #wealthmanagement #estateplanning
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Don't miss our latest podcast where Amy discusses important financial considerations to keep in mind before the end of the year! Listen here 👉 https://bit.ly/3sYEenM #financialplanning
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In episode one of this new recurring podcast, listen in as LP Magazine‘s Allie Falk and Jac Brittain chat about some ways the LP industry has evolved over the years, frustrations, excitements, general questions, and expectations on what’s to come in 2024. #retail #lossprevention #assetprotection https://lnkd.in/gdE4dj6h
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Suzanne Lasrado shares her thoughts on the benefits of industry engagement. More in “Regulating Financial Innovation”, the latest episode of the CIPF podcast. https://ow.ly/OZU350PVepz. #podcast #financialservices
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Building trust is one of the most important things we can do as professionals in the financial services industry. In the clip from The Perfect Plan podcast, Jamie Hopkins of Bryn Mawr Capital shares what motivated him to do the work he does in our financial space. What motivates you? Full Episode: https://lnkd.in/gYn4gYD4
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Effective Mindset for Financial Advisors - Upcoming Podcast with Nina Cooke. Be sure to subscribe so that you don't miss any of the episodes: https://lnkd.in/gDizPh-y #financialadvisors #financialadvisormarketing #financialservicesmarketing #financialservicesindustry #financialservices
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All- We’ve just posted a QuickTake on our podcast, the Skeptic’s Guide to Investing. The QuickTake covers the “Downside of Passive Investing”. It provides a perspective on passive investing that you may not have considered. You’ll find this podcast on all your favorite podcast platforms as well as on YouTube. Thanks for listening! Clem & Steve
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Effective Mindset for Financial Advisors - Upcoming Podcast with Nina Cooke. Be sure to subscribe so that you don't miss any of the episodes: https://lnkd.in/g8Z96xYK #financialadvisors #financialadvisor #financialadvisormarketing #financialservicesmarketing #financialservices #financialservicesindustry #wealthmanagement
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Don't miss our latest podcast where Amy discusses important financial considerations to keep in mind before the end of the year! Listen here 👉 https://bit.ly/3sYEenM #financialplanning
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