GEMs Podcast

About GEMs Podcast

The Wilmington Trust Get Educated in Minutes podcast series is designed to help you prepare for life’s major financial milestones. Tune in for expert insights on wealth management, estate planning, and retirement strategies—all in just minutes.

Publisher

Wilmington Trust

Category

business

Language

en

Explicit

No

First episode

1 Jul 2024

Latest episode

12 Mar 2026

Latest episodes

28 episodes in the feed.

1. 

   12 Mar 2026

   From Taboo to Trust: Why Wealth Conversations Matter

   Why is talking about family wealth so important—and why does it feel so difficult? In this episode, Laura Russo, Senior Wealth and Fiduciary Planning Analyst at Wilmington Trust, explores why discussing family wealth is essential and highlights how open communication, a clearly defined family mission statement, a well‑communicated financial plan, and a thoughtful family governance structure can strengthen relationships, align values across generations, and protect your long‑term financial legacy. Gain insights into family wealth management, estate planning, philanthropy, and legacy planning to help normalize money conversations and build a lasting, values‑driven future.

2. 

   31 Dec 2025

   Philanthropy and Legacy: Preparing Heirs for Wealth Stewardship

   Alexa Broida discusses how families can use philanthropy to educate heirs on wealth stewardship and preserve their values, ensuring a lasting legacy in this episode.

3. 

   19 Nov 2025

   What Is an Irrevocable Life Insurance Trust?

   Dolly Donnelly explains irrevocable life insurance trusts and their potential benefits for estate tax liquidity, offering listeners insight into strategic wealth management.

Who has been a guest on GEMs Podcast

Names identified in recent episode analyses. Showing up to five guests.

• Alexa Broida
• Dolly Donnelly
• Laura Russo
• Alvina Lo
• Matthew Lee

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Contact GEMs Podcast

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.