Wealth Dynasty is the podcast for global citizens, high-net-worth individuals, and legacy-minded leaders who know true wealth is more than numbers on a balance sheet. Each week, we share conversations with experts and everyday builders of wealth to uncover the strategies, systems, and mindsets that turn success into legacy. From estate planning and tax strategies to investing, insurance, and family governance, we break down both emerging trends, and timeless principles, so you can preserve what you’ve built, scale it further, and ensure it lasts for generations. This isn’t hype or jargon. It’s clear, actionable insight designed to help you grow, protect, and pass on wealth that matters, not just for you, but for those who come after you.
Wealth Dynasty
Claim This Podcastby Kurt Tucker and Mark Schmidt
5.0(7 reviews)
30 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
Wealth Dynasty is the podcast for global citizens, high-net-worth individuals, and legacy-minded leaders who know true wealth is more than numbers on a balance sheet. Each week, we share conversations with experts and everyday builders of wealth to uncover the strategies, systems, and mindsets that turn success into legacy. From estate planning and tax strategies to investing, insurance, and family governance, we break down both emerging trends, and timeless principles, so you can preserve what you’ve built, scale it further, and ensure it lasts for generations. This isn’t hype or jargon. It’s clear, actionable insight designed to help you grow, protect, and pass on wealth that matters, not just for you, but for those who come after you.
Language
🇺🇲
Publishing Since
9/12/2025
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Recent Episodes
June 3, 2026
Bite-Size Finance: The Stuff Nobody Ever Taught You | Kurt and Mark - 28
<p>Financial planning can feel overwhelming when you're surrounded by unfamiliar terms and complicated strategies. That's why we decided to take a step back and break down some of the most common financial concepts into simple, easy-to-understand explanations. </p><p><strong>Life Insurance Basics</strong></p><ul><li>We start by discussing the difference between term life insurance and permanent life insurance. While both provide a death benefit, they serve very different purposes.</li><li>Term life insurance offers coverage for a specific period of time and is often the most affordable option. Permanent life insurance, on the other hand, is designed to provide lifelong coverage and may include additional features such as cash value accumulation.</li><li>We also explain how indexed universal life (IUL) policies work and the difference between protection-focused and accumulation-focused strategies. </li></ul><br/><p><strong>Understanding Long-Term Care</strong></p><ul><li>Many families underestimate the financial impact of long-term care. We break down what long-term care actually means, who may need it, and why planning ahead can make a significant difference.</li><li>Whether care is provided at home, by family members, through assisted living, or in a nursing facility, the costs can add up quickly. We also discuss several ways long-term care coverage can be incorporated into an overall financial plan depending on age and personal circumstances. </li></ul><br/><p><strong>Why Estate Planning Matters</strong></p><ul><li>Estate planning is not just for wealthy families. If you own anything at all, you have an estate. We explain what estate planning is, why it matters, and what can happen when someone passes away without a plan in place. </li><li>We also cover wills, probate, beneficiaries, and how certain assets can transfer directly to loved ones without going through the probate process. Understanding these basics can help families avoid unnecessary complications and ensure their wishes are carried out. </li><li>Whether you're just getting started or reviewing an existing plan, understanding these foundational concepts can help you make more informed financial decisions for yourself and your family.</li></ul><br/><p>"A will is simply a document that outlines what you want to happen with your assets after you're gone." — Kurt Tucker</p><p><strong>Resource</strong></p><ul><li>Stay connected With Us - <u><a href="https://figtreegroup.com/" rel="noopener noreferrer" target="_blank">https://figtreegroup.com/</a></u></li></ul><br/><p><strong>Credits</strong></p><p>Produced by <u><a href="https://bluemangostudios.com/" rel="noopener noreferrer" target="_blank">bluëmango</a></u> | STUDIOS. Music by SoundsStripe. Thank you for listening!</p>
May 27, 2026
How to Prepare For Medical Exam | Kurt and Mark - 27
<p>Getting life insurance is one of those things people know they should do, but many do not realize how much health can impact the process.</p><p>If you are planning to apply for life insurance, preparing ahead of time can make a bigger difference than you think. We wanted to break down what insurance companies look for and some simple ways to put yourself in the best position possible before your exam.</p><p><strong>Why Health Matters More Than You Think</strong></p><ul><li>Life insurance is designed to protect your family and help transfer financial risk. But qualifying for coverage is not just about having money. Your health plays a major role too.</li><li>Insurance companies look at several factors during underwriting. Depending on the policy, that may include health history, medical records, blood work, urinalysis, and lifestyle habits.</li><li>One thing we cannot stress enough is honesty during the application process. Misrepresenting health information or smoking habits can create serious problems later for your family if a claim ever needs to be filed.</li></ul><br/><p><strong>What Insurance Companies Look For</strong></p><ul><li>We also discuss some of the health markers insurance companies often review. Blood sugar levels, cholesterol, kidney function, liver health, nicotine use, and other biomarkers all help companies evaluate risk.</li><li>Good health habits can make a difference. Strength training, walking regularly, eating clean, reducing alcohol, and maintaining consistent medical care can all help support long-term health.</li></ul><br/><p><strong>What Not To Do Before Your Exam</strong></p><ul><li>Preparation always matters before your exam. Avoid heavy meals, alcohol, nicotine, and intense exercise immediately before your exam. Even small choices right before testing can impact results.</li><li>The goal is simple. Give yourself the best opportunity to qualify for the coverage that protects what matters most.</li></ul><br/><p>"Life insurance is best purchased when you are in great health. The longer you wait, the more likely your health changes." — Mark Schmidt</p><p>"Good health habits today can impact more than how you feel. They can impact what you qualify for tomorrow." — Kurt Tucker</p><p><strong>Resource</strong></p><ul><li>Stay connected With Us - <u><a href="https://figtreegroup.com/" rel="noopener noreferrer" target="_blank">https://figtreegroup.com/</a></u></li></ul><br/><p><strong>Credits</strong></p><p>Produced by <u><a href="https://bluemangostudios.com/" rel="noopener noreferrer" target="_blank">bluëmango</a></u> | STUDIOS. Music by SoundsStripe. Thank you for listening!</p>
May 20, 2026
Defined Benefit Cash Balance Plan | Kevin Kimbrough - 26
<p>What is a defined benefit cash balance plan? We invited our good friend Kevin Kimbrough back for another conversation to help answer that question. He explains how high-income earners can use this government-approved, tax-deductible strategy to grow retirement savings while reducing taxable income.</p><p><strong>How Defined Benefit Cash Balance Plans Work</strong></p><ul><li>Kevin explains how defined benefit cash balance plans allow high-income earners to contribute significantly more than traditional retirement plans like 401(k)s or IRAs while reducing taxable income at the same time.</li><li>He also discusses how actuaries, CPAs, attorneys, and retirement specialists all work together to determine whether the strategy makes sense for someone’s financial situation.</li></ul><br/><p><strong>Why More High-Income Earners Are Paying Attention</strong></p><ul><li>Kevin shares why more physicians, business owners, and high-income professionals are exploring these plans as they look for larger tax deductions and long-term retirement planning opportunities.</li><li>He also explains why many people, including some tax professionals, are still unfamiliar with how these strategies work.</li></ul><br/><p><strong>How Life Insurance Can Be Incorporated Into The Strategy</strong></p><ul><li>Kevin covers how life insurance can be incorporated into these plans to help support retirement, estate planning, and tax strategies at the same time.</li><li>Also, he shares how some individuals use life insurance within the strategy to help create long-term family wealth and additional financial protection.</li></ul><br/><p><strong>Why Flexibility Has Improved Over The Years</strong></p><ul><li>Kevin explains that many people still believe these plans require rigid long-term contributions with very little flexibility.</li><li>But modern plans can often allow business owners to adjust contributions, skip funding years, or adapt the strategy based on changing cash flow and business performance over time.</li></ul><br/><p>"We joke that an outgoing actuary stares at your shoes while an introverted actuary stares at their own. They may be reserved, but they’re experts when it comes to numbers." — Kevin Kimbrough</p><p><strong>Resource</strong></p><ul><li>Want more financial planning insights? Connect with <u><a href="https://www.linkedin.com/in/kevin-kimbrough-cfp%C2%AE-clu-chfc-cltc-aa01a98?utm_source=share_via&utm_content=profile&utm_medium=member_ios" rel="noopener noreferrer" target="_blank">Kevin Kimbrough on LinkedIn</a></u> and continue the conversation.</li><li>Check out <u><a href="https://podcasts.apple.com/us/podcast/life-insurance-policy-review-why-a-policy-audit/id1839435794?i=1000729494776" rel="noopener noreferrer" target="_blank">Episode 004</a></u> with Kevin Kimbrough to learn how a policy audit could potentially save you thousands.</li><li>Stay connected With Us - <u><a href="https://figtreegroup.com/" rel="noopener noreferrer" target="_blank">https://figtreegroup.com/</a></u></li></ul><br/><p><strong>Credits</strong></p><p>Produced by <u><a href="https://bluemangostudios.com/" rel="noopener noreferrer" target="_blank">bluëmango</a></u> | STUDIOS. Music by SoundsStripe. Thank you for listening!</p>
30 total episodes available
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Frequently asked questions
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- What is Wealth Dynasty?
- 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?
Yes, this podcast regularly features guests.
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