Radio Pete's Wealth Talk

About Radio Pete's Wealth Talk

This podcast is about everything wealth: from building it to saving it to investing it and ultimately to passing it on through an estate plan. My name is Pete Williams. I have been in the estate and investment business for over 40 years. I would like to share my experiences, provide my knowledge and guide you in the journey from wealth creation through wealth transfer.

Publisher

Pete Williams

Category

business

Language

en

Explicit

No

First episode

13 Feb 2026

Latest episode

11 Aug 2026

Latest episodes

10 of 15 episodes have a transcript.

1. 

   11 Aug 2026TRANSCRIPT

   How Assets Might Be Managed Awaiting Payout: Part 3

   Host Pete interviews estate planning expert Jane Doe on managing assets for competing income and remainder beneficiaries, revealing strategies for balanced investment.

2. 

   11 Aug 2026TRANSCRIPT

   How Assets Might Be Managed Awaiting Payout: Part 2

   Fiduciary Pete Smith explains how trustees manage estate assets for beneficiaries awaiting structured payouts, balancing liquidity with long-term growth.

3. 

   17 Jul 2026TRANSCRIPT

   How Assets Might Be Managed Awaiting Payout: Part 1

   Host Pete interviews financial advisor Jane Doe about how executors manage inherited assets while awaiting estate payout.

4. 

   11 Jun 2026TRANSCRIPT

   Nick Reiner: Trust and Criminal Planning

   Estate planning attorney Nick Reiner discusses how a trust can fund legal defense while navigating inheritance laws in this interview.

5. 

   2 Jun 2026TRANSCRIPT

   Estate and Gift Taxes A Primer for Beneficiaries

   Pete interviews estate tax expert, [Guest Name], explaining how beneficiaries can understand gift and estate taxes to maximize their inheritance.

6. 

   18 May 2026TRANSCRIPT

   HEMS: How to "skirt" structured payouts

   Host Pete interviews financial advisor Jane Doe, CFP®, explaining how HEMS provisions in trusts allow trustees to disburse funds for beneficiary health, education, maintenance, and support.

7. 

   7 May 2026TRANSCRIPT

   Revocable Living Trusts Pt3

   Host Pete interviews a legal expert on the fiduciary duties and administrative tasks a successor trustee undertakes after a grantor's death.

8. 

   7 May 2026TRANSCRIPT

   Revocable Living Trusts Pt2

   Pete interviews a legal expert on the terms and tax implications of revocable living trusts, offering beneficiaries insights into their inheritance.

9. 

   7 May 2026TRANSCRIPT

   Revocable Living Trusts Pt1

   Host Pete interviews an estate planning expert about creating revocable living trusts and understanding their three key parties.

10. 

    23 Apr 2026TRANSCRIPT

    Testamentary Trusts

    Host Pete explores testamentary trusts, detailing their creation, structure, and tax implications for effective estate planning.

11. 

    2 Apr 2026

    Probate: What Goes On Pt 3

    Pete interviews an expert on the probate process, explaining beneficiary rights to question executor actions with careful consideration.

12. 

    28 Mar 2026

    Probate: What Goes On Pt 2

    Host Pete interviews an expert on the probate process, detailing asset consolidation, debt payment, and court accounting after receiving Letters.

13. 

    19 Mar 2026

    Probate: How Did I Get Here? Pt 1

    Host Pete introduces probate terms and how an Executor gains power to manage an estate in this insightful interview.

14. 

    19 Mar 2026

    Pour Over Will: What is it?

    Host Pete answers listener questions about estate planning, clarifying the meaning and purpose of a "Pour Over Will" in this interview.

15. 

    13 Feb 2026

    BUY BORROW DIE

    Host Pete interviews wealth expert John Smith, CPA, about the "buy, borrow, die" strategy for wealth preservation and tax minimization.

Inside a recent episode

How Assets Might Be Managed Awaiting Payout: Part 3

Published 11 Aug 2026 · Transcript excerpt

[…] They want to care for their spouse, their second spouse, and they want to take care of their children after prior marriage. So a typical scenario is that the decedent will say, hey, listen, allow my spouse to live in the house for as long as he or she is alive and pay out interest to that spouse for as long as he or she is alive. Then when that spouse passes away, leave all the assets to my children and equal share. And when you think about it, these are two very competing interests. Income typically means that the trustee is going to invest in high income oriented assets, fixed income without concern for growth of those assets. […]

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Guest appearances

Does not typically book guests

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

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