A lively and thoughtful discussion about the opportunities and challenges associated with preserving and managing wealth.
Wealth Matters
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5.0(3 reviews)
72 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
A lively and thoughtful discussion about the opportunities and challenges associated with preserving and managing wealth.
Language
🇺🇲
Publishing Since
6/25/2014
1 verified contact email on file for Wealth Matters
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Recent Episodes
January 26, 2022
Lessons from the Trenches 2.0: Avoiding Family Disputes over Money, Estates, and Businesses
Gaslowitz Frankel partners Adam Gaslowitz, Craig Frankel, and Robert Port discuss how to avoid family disputes over money, estates, and businesses. About Gaslowitz Frankel: Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in [...]
October 27, 2021
Harnessing Your Family's Human and Intellectual Capital: The Key to Sustaining Wealth for Generations
Natalie Smailes/Director of Governance, Center for Family Legacy at Truist Natalie Smailes joined Truist Wealth in 2015 and is a Senior Vice President and the Managing Director of Strategic Client Development within the Center for Family Legacy. Natalie works with the Center for Family Legacy team to deliver the full breadth of Governance and Education [...]
September 22, 2021
Spotlight on Conservatorships and Guardianships
Michael K. Johnson/Metta Johnson & Associates Michael Johnson has 14 years working as a Licensed Clinical Social Worker. He began his career working as a hospice social worker in which he supervised and directed teams of social workers. He is now the Vice President and COO of Metta Johnson & Associates comprehensive care management. Michael [...]
72 total episodes available
Deep-dive analytics for Wealth Matters
Frequently asked questions
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- What is Wealth Matters?
- 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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