Podcast thumbnail for GEMs Podcast

GEMs Podcast

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by Wilmington Trust

5.0(1 reviews)
28 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Overview

<p>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.</p>

Language

🇺🇲

Publishing Since

7/1/2024

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Recent Episodes

Episode thumbnail for From Taboo to Trust: Why Wealth Conversations Matter

March 12, 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.

Episode thumbnail for Philanthropy and Legacy: Preparing Heirs for Wealth Stewardship

December 31, 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.

Episode thumbnail for What Is an Irrevocable Life Insurance Trust?

November 19, 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.

28 total episodes available

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Frequently asked questions

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What is GEMs Podcast?
<p>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.</p>
How often does this podcast release new episodes?

This podcast updates daily.

Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

No, this podcast does not typically feature guests.

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