Wealth Beyond Work is a podcast that goes beyond the numbers — offering candid, behind-the-scenes conversations with professionals who shape, safeguard, and support the lives of high-net-worth individuals and families. Hosted by Zach Morris, founder of Paces Ferry Wealth Advisors, each episode explores a different angle of wealth, from technical strategies to the personal decisions that define a meaningful retirement.
Special Needs Trusts Explained: Protecting Benefits and Planning Ahead
What happens when an inheritance or a financial settlement unintentionally puts a loved one's government benefits at risk? Special needs trusts can play a critical role in protecting financial support while providing for a better quality of life.
In this episode, Zach Morris sits down with Chris Brannon of Georgia Estate & Elder Law, LLC to explain how special needs trusts work, how they help preserve SSI and Medicaid eligibility, and why planning ahead matters. They explore first-party versus third-party trusts, choosing the right trustee, pooled trusts, and how ABLE accounts fit into the picture. Whether you're caring for a family member with disabilities or updating your estate plan, this conversation offers valuable insights.
Connect with Chris Brannon: https://georgia-elderlaw.com/
Work with us: https://info.pacesferrywealth.com/learn-about-us
Download "Retirement By Design": https://www.wealthbeyondwork.com/retirement (https://www.wealthbeyondwork.com/retirement)
2 Oct 2026
Planning Ahead for Aging: Making Care Decisions Before a Crisis
Planning for the future involves more than finances - it also means thinking ahead about how and where you want to live as you age. In this episode, Zach Morris sits down with Bridgett Skelton from Skelton Care Management in Atlanta to discuss how families can approach aging and long-term care decisions before a crisis forces the conversation.
From aging in place and assisted living to advance directives and care management, Bridgett shares practical considerations for navigating these important choices. Whether you're planning for your own future or helping aging parents, this conversation offers thoughtful insights to help your family prepare with greater clarity and confidence.
Connect with Bridgett Skelton: https://skeltoncmc.com/
Work with Paces Ferry Wealth Advisors: https://info.pacesferrywealth.com/learn-about-us
Download "Retirement By Design": https://www.wealthbeyondwork.com/retirement (https://www.wealthbeyondwork.com/retirement)
18 Sept 2026
"Are You A Fiduciary?" Isn't Enough - Ask This Instead
Asking a financial advisor, "Are you a fiduciary?" sounds like a smart way to protect yourself—but the answer may not tell you nearly as much as you think. In this episode of Wealth Beyond Work, we explain why some advisors can truthfully call themselves fiduciaries while still earning commissions from certain recommendations. We break down the differences between fee-only advisors, broker-dealers, and insurance professionals, including how each may be compensated and where potential conflicts of interest can arise.
We also examine why titles and credentials don't always reveal how someone operates—and why an annuity recommendation paying a substantial upfront commission deserves more scrutiny than a simple yes-or-no fiduciary question provides. Before hiring an advisor or purchasing a financial product, you need to understand who they work for, how they get paid, and whether they are required to act in your best interest throughout the entire relationship. You'll leave with practical questions you can ask to better evaluate any financial professional before trusting them with your retirement.
Work with us: https://info.pacesferrywealth.com/learn-about-us
Download "Retirement By Design": https://www.wealthbeyondwork.com/retirement (https://www.wealthbeyondwork.com/retirement)
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