Wealth and Understanding: Conversations with Riverview Trust Company

About Wealth and Understanding: Conversations with Riverview Trust Company

We try to demystify estate and financial planning, so that our clients and friends can make decisions they feel good about.

Publisher

Chris Cline

Category

business

Language

en

Explicit

No

First episode

9 Aug 2020

Latest episode

15 Dec 2025

Latest episodes

9 episodes in the feed.

1. 

   15 Dec 2025

   Financial Planning #4: How do Stocks Work?

   We all talk about the "stock market," but not everyone understands how it works. In this episode, we discuss some of the basics about stocks, mutual funds and ETFs.

2. 

   9 Oct 2020

   Estate Planning #5: Designing Trusts for your Kids

   One of the most difficult parts of the estate planning process is figuring out whether to create trusts for your children or other heirs at your death, and how those trusts might work. This episode explores some key "design elements" for those trusts.

3. 

   26 Aug 2020

   Estate Planning #4: Do I Really Need a Will?

   Wills have become a part of our cultural thinking. But are they always necessary? In this episode, we describe how wills work, when they're necessary and when they might not be.

4. 

   26 Aug 2020

   Financial Planning #3: Investing and the Law of the Farm

   The late Stephen Covey, in his book, "First Things First," discussed the "law of the farm," and how it governs our lives. This episode applies his thinking on the subject to our investing approach

5. 

   26 Aug 2020

   Financial Planning #2: What Do I Need to Know about Investment Theory?

   Investment theory sounds pretty dry. But a basic understanding of risk and our reactions to it can be very helpful in understanding our thinking about investments. This episode looks at Modern Portfolio Theory, behavioral finance and our views of money and investments.

6. 

   12 Aug 2020

   Estate Planning #3: Who Should be your Trustee?

   Choosing a fiduciary can be a challenge. We provide some guidlines.

7. 

   9 Aug 2020

   Estate Planning #2: What are Trusts, Anyway?

   Trusts are often discussed but poorly understood in the estate planning process. In this episode, we explain the different roles trusts can play.

8. 

   9 Aug 2020

   Financial Planning #1: Can Money Buy Happiness?

   In this episode, we examine what research tells us about money's role in our happiness.

9. 

   9 Aug 2020

   Estate Planning #1: Where Does Your Stuff Go When You Die?

   In this episode, we examine the ways in which "titling" (the form in which you own your assets) affects the way your assets pass at death. Improperly titling your assets can potentially unravel your estate plan!

Reach and audience

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

Apple Podcasts (US)

5.0 / 5

2 ratings

Contact Wealth and Understanding: Conversations with Riverview Trust Company

Guest appearances

Does not typically book guests

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