Wealth For Generations
Claim This Podcastby Todd Whatley
Podcast Authority
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Podcast Overview
<p>Dive into the essentials of wealth management with Ian Weiner and Todd Whatley on Wealth For Generations. This podcast brings you concise, expert insights on investment strategies, retirement planning, Estate Planning and financial well-being. This dynamic team of a Certified Financial Planner and Certified Elder Law Attorney are perfect for anyone from beginners to seasoned investors, our episodes focus on empowering you with the knowledge to make informed financial and estate planning decisions. Join us for clear, friendly guidance to navigate your financial future with confidence.</p>
Language
🇺🇲
Publishing Since
1/14/2024
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Recent Episodes
April 7, 2025
Tax Time Bombs in Your IRA: We Have a Tool to Defuse Them Before They Explode on Your Heirs
We introduce our new tax calculator tool that reveals how much of your retirement accounts will go to taxes over your lifetime, helping you understand the true impact of tax obligations on your 401(k), IRA, and other qualified accounts. • Our simple tax calculator at generationswealthtax.com shows your potential lifetime tax liability in just minutes • Most clients are shocked to learn how much of their retirement savings will be lost to taxes • Everyone should pay their "fair share" of taxe...
February 6, 2025
Navigating Tax Changes: Protecting Your Wealth and Legacy After 2025
Understanding taxes is crucial for effective wealth management. In this episode, we explore four key types of taxes: estate, gift, capital gains, and income tax, offering insights into strategies to minimize liabilities and maximize your wealth. • Overview of the four main types of taxes impacting individual finances • Estate tax concerns and projected legislative changes • Strategies for minimizing estate taxes through gifts • Explanation of gift tax exemptions and implica...
January 15, 2025
Reflect, Adjust, Push Forward: Crafting Your Financial Legacy and Achieving SMARTER Goals
Financial expert and host, David Bach, shares actionable strategies to create a lasting financial legacy by reflecting on past progress, adjusting goals, and pushing forward with SMARTER financial planning.
19 total episodes available
Recent guests on Wealth For Generations
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Todd Whatley
Guest
Ian Weiner
Guest
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Frequently asked questions
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- What is Wealth For Generations?
<p>Dive into the essentials of wealth management with Ian Weiner and Todd Whatley on Wealth For Generations. This podcast brings you concise, expert insights on investment strategies, retirement planning, Estate Planning and financial well-being. This dynamic team of a Certified Financial Planner and Certified Elder Law Attorney are perfect for anyone from beginners to seasoned investors, our episodes focus on empowering you with the knowledge to make informed financial and estate planning decisions. Join us for clear, friendly guidance to navigate your financial future with confidence.</p> - How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Information about guest appearances is not available.
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