TopPodcast.com
Menu
  • Home
  • Top Charts
  • Top Networks
  • Top Apps
  • Top Independents
  • Top Podfluencers
  • Top Picks
    • Top Business Podcasts
    • Top True Crime Podcasts
    • Top Finance Podcasts
    • Top Comedy Podcasts
    • Top Music Podcasts
    • Top Womens Podcasts
    • Top Kids Podcasts
    • Top Sports Podcasts
    • Top News Podcasts
    • Top Tech Podcasts
    • Top Crypto Podcasts
    • Top Entrepreneurial Podcasts
    • Top Fantasy Sports Podcasts
    • Top Political Podcasts
    • Top Science Podcasts
    • Top Self Help Podcasts
    • Top Sports Betting Podcasts
    • Top Stocks Podcasts
  • Podcast News
  • About Us
  • Podcast Advertising
  • Contact
Not in our directory?
Add Show Here
Podcast Equipment
Center

toppodcastlogoOur TOPPODCAST Picks

  • Comedy
  • Crypto
  • Sports
  • News
  • Politics
  • True Crime
  • Business
  • Finance

Follow Us

toppodcastlogoStay Connected

    View Top 200 Chart
    Back to Rankings Page
    Investing

    The Confident Retirement

    The Confident Retirement Podcast with Kris Flammang and Mark Picchi aims to empower listeners with simple, common sense financial wisdom. Kris and Mark are the partners of LPF Advisors, a financial services firm in Sarasota, Florida. On the show, they deliver entertaining insight and a wealth of knowledge from experts in the financial world. From time to time, Kris and Mark share their own experiences as financial experts – how to retire in a way that’s aligned with what people seek most – the right advice from the right people at the right time in the right way based on what they value most in life. Each week on The Confident Retirement Podcast, Kris and Mark bring you experts who are in the trenches everyday – assisting people with life’s big decisions and navigating the certainty of uncertainty. Join them for dynamic conversations highlighting tried and tested strategies to feel more confident in your financial journey.

    Advertise
    • Apple Podcasts
    • Google Play
    • Spotify

    Latest Episodes:
    Ep 019: When Your Values are Clear, Planning is Easier, Right? Sep 09, 2021
    Show notes

    Donna Rice

    – The Confident Retirement Podcast with Kris Flammang Episode 019: Donna Rice


    Donna K. Rice is part of Rice and Rice Estate Attorneys. She is a member of the American Bar Association, Indiana Bar Association, National Association of Elder Law Attorneys, Elder Law Council, Wealth Counsel, and National Network of Estate Planning Attorneys.


    Two priorities guide everything she does: faith and family. As a long-time estate planning attorney in practice with her husband, Cliff, she has seen and heard both the best and worst of family situations.


    Donna and Cliff spent with thousands of clients have given them a unique perspective on the importance of Generation Building. Donna believes and teaches that we each have the power to influence the destiny of those we love.


    Grandparents can easily influence the next two or three generations. Donna and Cliff co-founded Grandparenting A to Z because they have learned many lessons, not only while loving and growing their own large, blended family – six children between them and over a dozen grandchildren – but also while watching clients face the joys or woes of family life as they plan for end-of-life issues.


    As a speaker and writer, Donna seeks to help grandparents find the wisdom and resources they need to be great influencers in the lives of their adult children and grandchildren of all ages. Helping others build strong multigenerational bonds and set families up for success and joy is her passion.


    Listen to this dynamic The Confident Retirement Podcast episode with Donna Rice about estate planning and the work she’s doing together with her husband. She briefly talked about laws that may help us to have a confident retirement. Having a complex family, herself, she shared her own story and discussed how she helped other families maintain relationships in their most healthy format.


    Here is what to expect on this week’s show:

    Donna Rice’s desire to help families deal with very touchy issues

    Her advice to her younger self

    Elder Law in simple terms

    What is spend down Protection?

    Talking about trust-based planning

    The reason why she chose to practice in estate planning

    Two misconceptions that people think in the job that she does

    Borrowing money in a bank at a very young age just to buy a bike

    Grandparenting A to Z

    Symbiotic relationship between professions

    Technology being an interesting, wonderful, and horrible thing all at once


    Connect with Donna:

    Guest Contact Info:

    Website: https://grandparentingatoz.com/

    E-mail: donna@grandparentingAtoZ.com


    Connect with Kris

    Website: https://www.lpfadvisors.com/

    LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/

    Twitter: @kflammang


    Highlights:


    [04:02-04:13]


    “Be kind to yourself into the others around you, and do everything you can to maintain those relationships in their most healthy format.”


    [16:16-16:29]


    “Those are the things that if you spend time and talk with the clients, you can get to something that they feel like they've blessed somebody, and then long term, there's a legacy being created.”


    [24:07-27:13]


    “I'm a great believer that it's never too late to start.”


    [27:49-27:57]


    “But you'll never regret trying. You'll regret if you don't.”


    [33:15-33:33]


    “And so, sometimes I think the access to information has done a disservice to people getting the correct advice, because they just don't know if they haven't spent their career focusing in an area. They don't know the ins and outs of how it actually works.”

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Ep 018: Leaving a Legacy and Changing Perspectives Sep 02, 2021
    Show notes

    Charles Slamar

    – The Confident Retirement Podcast with Kris Flammang Episode 018: Charles Slamar


    Charles Slamar is a founding member of the Chicago Council on Planned Giving and a two-time past president for the association. Charlie was honored to receive its Russell V. Kohr Memorial Award for excellence in planned giving.


    Charlie brings a wealth of knowledge and experience to those he works with on a daily basis. He is driven by his passion for his faith, his family, and his friends – a passion that has inspired his more than three decades of professional service.


    At Thompson & Associates, he enjoys helping individuals and families plan to pass their estate assets pursuant to their objectives with the company’s signature values-based approach. Charlie is an avid sports fan. Therefore, it is not unusual for Charlie to relate complex tax and estate planning concepts using easy-to-understand sports analogies and metaphors.


    With the collaboration of fellow Thompson & Associates’ colleagues, Charlie was instrumental in the formation of the nonprofit educational entity, the Charitable Estate Planning Institute. The Institute was formed as a means for estate planning professionals from across the country to gather annually to discuss advanced topics specifically geared towards estate planning. Charlie also served as the Dean during its formative years.


    In addition to his other philanthropic activities, Charlie is a past officer and director of The Chicago High School for the Arts, the city’s only public school offering college-preparatory and pre-professional arts training, and was instrumental in its founding.

    As an attorney, Charlie also has his own private practice advising individuals on tax and estate planning; charitable organizations on governance, gift planning, and litigation; and corporate fiduciaries on tax exemption.


    Charlie and his wife, Gail, live outside of Chicago, Illinois. They have been married for over 40 years, have an adult daughter, and are active in their church. In his free time, Charlie enjoys reading, running, watching movies, and the Chicago White Sox.


    Listen to this dynamic The Confident Retirement Podcast episode with Charles Slamar talks about how to have an estate plan that can help the people that are important to you change their perspective in life. Moreover, he also shared how can a non-wealthy person be a philanthropist and make an impact on its community.


    Here is what to expect on this week’s show:

    -Why did Charles Slamar say that he is a perfect example of John Lennon's line, life is what happens to you while you're making other plans?

    -Keeping the discussions and decisions with values

    -Difference between being a trusted advisor and an expert

    -Misconception about charitable giving

    -His success story with a gentleman who was selling a company

    -How to prevent frustrations and fighting when dealing with life events?

    -The story behind Chicago High School for the Arts

    -A real deep dive into how does charitable giving fits within the overall estate plan

    -A book called Message from the Masters

    -Who needs an estate plan?


    Connect with Charles:


    Guest Contact Info: 312.419.0266

    Website: https://ceplan.com/

    E-mail: charles@ceplan.com

    LinkedIn: https://www.linkedin.com/in/charlieslamar/


    Connect with Kris

    Website: https://www.lpfadvisors.com/

    LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/

    Twitter: @kflammang


    Highlights:


    [21:38-21:47]

    “But as Warren Buffett said, you know, a secret to good estate plan is to enable your children to do whatever they want, but not so much that they won't do anything nothing.”


    [27:46-27:51]

    “I console myself with the fact, it's far better to live in mankind than this live in a name.”

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Ep 017: When could a Reverse Mortgage be an Idea to Explore? Aug 26, 2021
    Show notes

    Steven Sless

    – The Confident Retirement Podcast with Kris Flammang Episode 017: Steven Sless


    Steven J. Sless is the owner and the founder of The Steven J. Sless Group. He has nearly 20 years of mortgage industry experience, including 13 years devoted to reverse mortgages. He also is one of the only mortgage professionals to have earned the CLTC®: Certified Long-Term Care designation, demonstrating that he also has acquired the critical tools necessary to discuss the subject of longevity and its acute consequences on a client's family – financially, physically, and emotionally – years down the road.

    After starting his tenure at PRMI as Division Manager, he opened The Steven J. Sless Group of PRMI, the Company’s first retail branch dealing exclusively with reverse mortgages. The Group has established a reputation for bringing a deeper level of knowledge of how housing wealth fits into a winning retirement income strategy. Its top-notch processing and operations departments close loans quicker and more efficiently on average. This, combined with state-of-the-art marketing tools and technologies, positions clients and team members for success. By 2021, PRMI’s reverse mortgage volume had risen 400 percent, prompting Steven’s promotion to Reverse Mortgage Division President, where he could take the strengths, he brought to his group and extend them companywide.

    Clients, strategic partners, and the industry have all taken notice of Steven through his progressive use of seminars and videos, as well as his continued presence in the media, where he is regarded as the “go-to housing wealth source.” In 2021, he was named a Top Loan Originator by Yahoo Finance.

    A frequent conference keynote speaker for NRMLA (the national voice of the reverse mortgage industry), he also gives seminars and learning workshops for homeowners 60+, their families, and trusted advisors so his audiences can make informed decisions and take control of their retirement.


    Listen to this dynamic The Confident Retirement Podcast episode with Steven Sless about a number of advantages in having a reverse mortgage. Also, it talks about dealing with the stereotype people think whenever they hear reverse mortgage.



    Here is what to expect on this week’s show:

    -A brief history of how Steven Sless got into his position today

    -Explaining reverse mortgage and its structure in simple terms

    -Who are suitable for a reverse mortgage?

    -Three qualifications of having a reverse mortgage

    -Who can offer reverse mortgages and how are they being regulated?

    -The biggest misconception of reverse mortgage

    -Payout options

    -What does Steve mostly enjoy about his business?

    -His biggest accomplishment and biggest obstacles his facing now

    -Talking about his growing pains



    Connect with Steven Sless:

    Guest Contact Info: 410-814-7575


    Website:

    E-mail: https://thestevenjslessgroup.com/



    Connect with Kris

    Website: https://www.lpfadvisors.com/

    LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/

    Twitter: @kflammang


    Highlights:


    [06:51-07:10]


    “Where we start is education, we want to explain how reverse mortgages work, we want to explain not just how the reverse mortgage itself works, the product, but how it can fit into a retirement plan, ultimately being able to marry with your other investments to extend the overall plan.”


    [11:31-11:45]


    “But the reverse mortgage was never really designed that way, it was always designed to support your other retirement assets, never to be a loan of last resort. And that is finally coming to light and seeing the surface today.”


    [21:20-21:27]


    “A reverse mortgage line of credit, unlike any other line of credit, has a guaranteed rate of growth.”



    [31:53-31:55]


    “We got to get over those growing pains.”

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Ep 016: How a Near Death Experience Led to a New Career Aug 19, 2021
    Show notes

    Samantha Allen

    – The Confident Retirement Podcast with Kris Flammang Episode 018: Samantha Allen

    Samantha Allen is the owner of Law Mom, LLC. Her legal experience started at the Wareham District Courthouse; from there, she worked for a big law firm in Boston, MA, which led her to open her general practice law firm. She felt that there was more, something that she needed to do, and I hadn't figured it out yet. In 2019, the message was clear, and the "message" was right in front of her face. Have you ever thought to yourself, I am young or I am healthy, I don't need an estate plan? Truthfully, even as an attorney, the last thing she wanted to think about was an estate plan.


    After a healthy pregnancy, Sam, a 33-year-old healthy woman, became deathly ill and almost lost her life after giving birth. After her own experience and learning that approximately 69% of parents do not have an estate plan for their family, she opened Law Mom, LLC. Law Mom is a Massachusetts Estate Planning Firm with a modern legal approach - focused on your specific family dynamic, keeping your family out of court and conflict.


    Listen to this dynamic The Confident Retirement Podcast episode with Samantha Allen about how a near Death Experience led to a New Career. More than being a traditional lawyer, Samantha is into helping families with the use of her degree and more focused on building relationships with her clients than being the stereotypical lawyer that people usually think of.

    Here is what to expect on this week’s show:

    -How her past experience prompted her to realize the importance of estate planning and how she could use her degree to help the community?

    -How does that work, if someone has minor children and they've never done any guardianship designations?

    -Something that she would tell to her younger self that she now knows.

    -Differences between a personal family lawyer and a safe planner, and enhancements that she brings to clients.

    -Misconceptions that the general public have about lawyers.

    -Biggest fears or concerns that people typically have.

    -Positive or the negative impact of wealth on people.

    -What tool can be used and be the most helpful or make the biggest impact in estate planning and how to know “blank spots” in one’s family?

    -Samantha’s passion about children, especially children with Type One Diabetes.

    -Biggest opportunity in terms of growing her business.

    -How to start and have an estate plan?


    Connect with Samantha Allen:

    Guest Contact Info: (781) 277-4488


    Website: https://lawmom.com/

    E-mail: sallen@lawmom.com



    Connect with Kris

    Website: https://www.lpfadvisors.com/

    LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/

    Twitter: @kflammang


    Highlights:


    [01:10-01:25]


    “And long story short, I was in my hospital bed writing my estate plan. And it was not an experience that I would wish on anyone. And this prompted me to realize I could really use my legal degree to help the community overall.”


    [05:51-06:03]


    “I really like the, actually going off over talking about the relationships that I have with my clients. I think that that was my real, where I know that was my goal with Law Mom, and I see it happening.”


    [08:34-08:45]


    “But I also think, you know, this type, in this line of work, we're dealing with families, so we need to take a step back and really listen to what the family that's in front of us means.”


    [26:38-27:10]


    “We're planning for our loved ones. And I see a lot of conflict and chaos when planning isn't done. And the last thing anyone wants, like, especially me as a parent is like my family fighting about assets, right? So, if you can really plan ahead, you're saving your family so much heartache later, additional heartache, ‘cause of course, they're already emotionally, you know, distraught. And I hear time and time again that the planning gives my clients peace of mind, which is awesome.”

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Ep 015: A Wealth Strategist with BIG Charitable Life Goals Aug 12, 2021
    Show notes

    Randy Fox

    – The Confident Retirement Podcast with Brett Kris Flammang and Mark Picchi Episode Randy Fox


    Randy A. Fox is a wealth strategist with big charitable life goals. He is a third-generation entrepreneur, is the founder of Two Hawks Consulting, LLC. He is a nationally known wealth strategist, philanthropic estate planner, educator and speaker. He has dedicated his career to helping individuals, professional advisors, charitable institutions and planned giving organizations “do well while doing good.”


    He is also the co-founder of EzCharitable, LLC, an online training resource for professional advisors who wish to expand their capabilities in philanthropic giving.


    Randy has authored hundreds of articles and presentations for attorneys, financial advisors, CPAs and HNW families. He is currently the Editor in Chief of Planned Giving Design Center, a national newsletter and website for philanthropic advisors.


    During Randy’s tenure, more than 300 families were served and more than $1 Billion + was directed to philanthropic purposes. He served as director and faculty member of the InKnowVision Institute, which provided professional advisors with the advanced technical and interpersonal tools required to attract and work successfully with high net worth clients.


    Listen to this dynamic The Confident Retirement Podcast episode with Randy Fox about Philanthropic Estate Planning. His insights and stories will teach us the benefits of giving to charity. His ideas will compel us to identify what we care about in the world and do something about it, putting money in perspective, what the power of it is and the good it can do. Randy feels that he is called to serve someplace that’s totally underserved, which is potentially so powerful and so much fun for him. He also talks about dealing with high net worth families and clients.


    Here is what to expect on this week’s show:

    -How would Randy define Wealth Strategy

    -Which type of person or family can most benefit from Philanthropic Estate Planning

    -What are the biggest fears or concerns when it comes to philanthropy

    -Randy’s first memory and experience with money

    -Positive and negative effects of wealth

    -Tactics to teach entitled kids to give to charity

    -The importance of making meaningful connection with clients


    Connect with Randy

    Website: https://www.twohawksconsulting.com/

    Guest Contact Info: randy@twohawksconsulting.com

    Twitter: @RandyaFox1

    LinkedIn: http://www.linkedin.com/in/randy-fox-cfp%C2%AE-aep%C2%AE-49b32a1

    YouTube Channel: https://www.youtube.com/channel/UC9zZu5FQ1WzGtXns1oLawGw



    Connect with Kris and Mark

    Website: https://www.lpfadvisors.com/

    LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/

    Twitter: @kflammang

    #MarkPicchi



    Highlights:

    [04:16-04:38]

    I just always wanted to do what I'm doing. And I pretty much try not to let anything get in my way. It's kind of like I have this vision about how planning should be and I don't see a lot of people doing it the way I like it to be done. And I think to myself, “Well, if I don't do it or if I don't set an example, who will?”


    [05:18-05:38]

    But when I look at a client matter for another advisor, I try to take the broadest overview possible, and look at all of the parts. So instead of putting a band aid on a wound, I want to know what caused the wound, and how we can prevent the wound from happening in the future. And how we can, you know, make that wound heal and never come back.

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Ep 014: What's the Big Deal with Probate? Aug 05, 2021
    Show notes

    Ashley Dotchin


    – The Confident Retirement Podcast with Brett Kris Flammang and Mark Picchi Episode 014: Ashley Dotchin

    Ashley Dotchin is the founder of Dotchin Law LLC. Her estate planning practice focuses on helping families and guiding them through the often-confusing maze of financial and legal decisions. She guides you to create a plan that ensures the well-being of your family while accomplishing your own unique goals. Whether you already have some experience with the estate planning process or you are just starting, Ashley will help you create a plan that will achieve your goals for your loved ones.

    Ashley is the best fit for people who do not just want to leave their family a set of documents that may or may not work, but instead want to use the estate planning process to pass on a legacy of love, care, and ease. She’s the best fit for people who want to keep their family out of court and out of conflict.

    On a more personal note, Ashley is a mom to two young children, Aubrey and Rory. What her children bring to this experience, for her, is the awareness that planning is something that you do for the people you love the most. You will not be the one to benefit from the plan she is going to design for you. The people who will benefit are the people you love the most who will be dealing with things after you’re gone.

    Listen to this dynamic The Confident Retirement Podcast episode with Amber Saunders. Her stories and insights will be something to look forward to and take note of. More than doing a document, Amber is more focused on the value of the things that she is doing. Whether, it is an estate plan, a trust or a will, the most important thing is for her to focus on what is important for the client’s future.


    Here is what to expect on this week’s show:

    -How Ashley experienced the probate process in her family that led her to opening a practice that helps families stay organized and up to date to their life changes

    -What is included in a comprehensive estate plan and why is it important to be constantly checked and updated?

    -The increase of people’s interest in estate planning because of the pandemic.

    -Ashley breaks the misconception that you need an estate plan so the state is not going to take all your property and why you would need an estate plan even when you are not married or does not have kids.

    -“You have more assets than you think you do.” - One of the blind spots in estate planning.

    -Collaborating with professionals like financial advisors to help the clients more effectively.

    -The costly effects of doing an online document gone wrong versus hiring a professional.

    -Get to know more about Ashley personally and get to hear some of her stories and get valuable life lessons especially with how she teaches her kids with handling money.


    Connect with Ashley Dotchin:

    Guest Contact Info: (617)716-9715

    Website: https://www.dotchinlaw.com/

    Facebook: https://www.facebook.com/DotchinLaw

    Instagram: https://www.instagram.com/ashley.dotchin/


    Connect with Kris and Mark

    Website: https://www.lpfadvisors.com/

    LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/

    Twitter: @kflammang

    #MarkPicchi

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Ep 013: Values Based Estate Planning & Leaving a Legacy Jul 29, 2021
    Show notes

    Amber Saunders


    – The Confident Retirement Podcast with Brett Kris Flammang and Mark Picchi Episode 013: Amber Saunders

    Amber Saunders is the founding Partner of Naoulo & Saunders, a law firm in Atlanta, Georgia that is specializing in providing a new approach to business planning that incorporates tax, succession, business, estate and intellectual property planning into every aspect of the work done for clients.


    Attorney Amber Saunders' business and estate planning practice focuses on helping families enhance their lives today and secure their futures tomorrow. She excels in guiding her clients through the often-confusing maze of financial, business and legal decisions to create plans that ensure the well-being of their families and the accomplishment of cherished family goals. Her considerable legal expertise includes intellectual property, contract drafting and disputes, family protection, wealth preservation, and values-based planning, as well as planning strategies for unmarried couples and divorced individuals.

    Amber graduated from Atlanta’s John Marshall Law School in 2009 and served as a Judicial Assistant to the Honorable Judge Penny Brown Reynolds on the State Court of Fulton County. While at John Marshall, Amber received the Advocacy Award for her work on the Moot Court Team, served as a Dean’s Fellow because of her legal writing skills, and served on both the local and regional board for the Black Law Students Association.


    After graduation, Amber started Enrichment Prep, a standardized test preparation company that focused on helping students in marginalized communities excel on college preparation exams. Amber won a start-up grant from 100 Urban Entrepreneurs and worked with the organization for several years helping minority entrepreneurs prepare to pitch their businesses to investors.


    Amber is the author of Ahead of the Curve: What Parents Need to Know to Get Their Kids into College, which was published by Peterson’s in 2014. In 2013, Amber started Saunders Law Group, where she represented high-net-worth families and their businesses in various personal and business matters.


    Listen to this dynamic The Confident Retirement Podcast episode with Amber Saunders. Her stories and insights will be something to look forward to and take note of. More than doing a document, Amber is more focused on the value of the things that she is doing. Whether, it is an estate plan, a trust or a will, the most important thing is for her to focus on what is important for the client’s future.

    Here is what to expect on this week’s show:

    Why Amber thought she is meant to be a lawyer, and how being an entrepreneur could be different.

    Amber tells us a story to explain why a comprehensive estate plan should be planned in advance and thought thoroughly.

    What is value-based planning and how we can realize the value of life and death without being morbid about it.

    Amber shared what Kids Protection Planning is and the things that you have to consider if you are a parent wanting to make sure your children is well even without you.

    What differentiates their services with an online will and trust document.

    What enrichment prep is about and some tips on how to effectively study on an exam.

    Get to know Amber personally, what are her biggest achievements, goals and plans in the future that she will share with us. Of course, get to know about estate planning and how it can help you plan for your next step to protect your legacy.


    Connect with Amber Saunders:

    Website: https://naoulolaw.com/

    Facebook: https://www.facebook.com/naouloandsaunders

    LinkedIn: https://www.linkedin.com/company/saundersfirm/


    Connect with Kris and Mark

    Website: https://www.lpfadvisors.com/

    LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/

    Twitter: @kflammang

    #MarkPicchi

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Ep 012: Values Based Estate Planning & Leaving a Legacy Jul 22, 2021
    Show notes

    Matt Erskine


    – The Confident Retirement Podcast with Brett Kris Flammang and Mark Picchi Episode 012 Matt Erskine

    Matt Erskine is a fourth-generation estate attorney and managing partner of Erskine & Erskine LLC. He provides creative estate and strategic tax planning for business owners, collectors, and their families. He is also a contributor to Forbes Magazine and other financial publications.

    Matt’s true passion is customized planning for art collections as well as legacy real estate and family businesses. His love for history and the law drives him to achieve the objectives of security, satisfaction, and growth.

    Matt has been counseling families since 1876, their firm has provided him great perspective in this area of law. Utilizing tools like personal trusts, dynasty trusts, private foundations, and family offices is their specialty.

    Based in the Worcester, Massachusetts area, Matt is an active member of the American Antiquarian Society, Worcester Economics Club, and the John J. Kittredge Numismatic Foundation. A Lawrence Academy alumnus, where he received his B.A. in Medieval History from Carleton College and J.D. from Suffolk University Law School.


    Listen to this dynamic The Confident Retirement Podcast episode with Matt Erskine. He had a lot of life experiences and stories that we can get a lot from. His unique perspectives teach a lot more of the importance in planning your estate, especially for those who has unique assets and is keeping the legacy and story of the family.


    Here is what to expect on this week’s show:

    -Matt shares the story of how he took over the firm that is now on the fourth-generation, and how he was able to use his love for history in his area of practice.

    -He gives us a peek on what estate planning is for unique assets and how he helps in planning in the succession of these assets.

    -Listen to your clients, resolve conflicts in a win-win situation and learn more about computers. Matt is giving this valuable advice to his younger self and for you.

    -Get to learn more about what Numismatics and Private Fiduciary means and does.

    -Breaking the misconception that trust and estate attorneys is an afterthought, and that people don’t need to plan their estate NOW.

    -What are the advantages of integrating multiple professionals in planning your estates?

    -Know more about Matt and what he loves doing within the business, and outside of it. Plus, who is going to take over the next generation of the practice?


    Connect with Matt Erskine:

    Website: https://www.erskineco.com/

    LinkedIn: https://www.linkedin.com/in/erskineco/

    Instagram: https://www.instagram.com/uniqueestateplans/

    Facebook: https://www.facebook.com/erskinecompany

    Twitter: https://twitter.com/erskinecompany

    Connect with Kris and Mark

    Website: https://www.lpfadvisors.com/

    LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/

    Twitter: @kflammang

    #MarkPicchi

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Ep 011: Your Estate Planning Needs the Attention of an Experienced Professional Jul 15, 2021
    Show notes

    George Bischof


    – The Confident Retirement Podcast with Brett Kris Flammang and Mark Picchi Episode 011 George Bischof

    George L. Bischof is a wills, trusts, and estates attorney for Bischof & Bischof LLP. He helps families with some of the most important aspects of financial and family responsibility. His approach to estate planning combines direct personal attention with legal expertise: clients protect their loved ones while pre-serving their wealth, and, in so doing, they express their deepest commitments, goals, and values.

    Because every family is unique, an engagement begins with a meeting to discuss client objectives and questions, and then George drafts clear, binding documents. When young children are involved, clients are assured that the right people will become guardians/trustees and that those fiduciaries will have appropriate guidance. Clients who need more specialized provisions, such as those with non-U.S. spouses, with children from different marriages, or with special-needs children (or parents), or who are same-sex partners, also benefit from custom document drafting.

    With proper planning, many of George’s clients prudently address their estate tax exposure, leaving more for their family, friends, and charities. His commitment is not to make his clients experts in estate taxation, but rather to explain choices so that tax planning opportunities can be coordinated with investment, philanthropic, and family objectives.

    George also appears in New York’s probate courts to counsel families on estate administration, advising executors, administrators, beneficiaries, creditors, and other interested parties. He also handles trust matters, including accountings and trustee replacements.

    Listen to this dynamic The Confident Retirement Podcast episode with George Bischof. He is fun to talk to and he shared a lot of valuable insights on the importance of estate planning that should be done with professionals who had experience and expertise to custom tailor and get the plan right for each individual.

    Here is what to expect on this week’s show:

    -We got to hear his previous job roles that eventually led him to what he liked to do - talking and working with people, and tongue firmly in cheek to tell what they need to do, and using his smarts and charm

    -George talks about account designation that oftentimes get overlooked and the common fears that he sees when starting out an estate plan.

    -George breaks the mindset that estate planning is only needed when you have an estate. He explained that all life events direct to protecting and caring for a loved one.

    -George shares his take on Zoom and other online platforms that can be good in the business, but at the same time can take away watching the client’s body language

    -He gave us his insights on Artificial Intelligence and online drafting website and the other documents that are necessary besides their own planning documents.

    -Hear some of his experiences, aspirations and personal stories that is fun and informative at the same time.


    Connect with George Bischof:

    Website: https://www.bischoflegal.com/

    LinkedIn: https://www.linkedin.com/in/georgebischof/

    Twitter: https://twitter.com/BischofGeorge


    Connect with Kris and Mark

    Website: https://www.lpfadvisors.com/

    LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/

    Twitter: @kflammang

    #MarkPicchi

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Ep 010: Estate Plans for Medical Pros and Families who want to avoid TimeClocks Jul 08, 2021
    Show notes

    Trish Butcher


    – The Confident Retirement Podcast with Brett Kris Flammang and Mark Picchi Episode 010 Trish Butcher


    Born into a medical family, Trish Butcher has dedicated her professional career to advocating for and assisting physicians and other healthcare professionals. After having her own son, she transformed her passion into a modern law practice that focuses on helping guide young families and the medical community to protect their hard-earned assets and family with personalized and comprehensive life & legacy planning. Whether her clients are just starting their career or looking to protect their medical legacy, married or single, have babies or children who are grown, Trish helps her clients craft a plan that achieves their goals for their legacy and loved ones today and for years to come.


    Trish graduated from the University of Georgia followed by the Emory University School of Law in 2013. While studying at Emory, she interned with the Medical Association of Georgia (MAG) and later transitioned into the role of Legal Counsel. After MAG, Trish transitioned to private practice and assisted healthcare professionals with a wide variety of legal matters while working with Hamil Little PC. After advanced training with the New Law Business Model, Trish became a licensed Personal Family Lawyer and Family Business Lawyer® in order to step away from the antiquated billable hour and ensure that she can become the trusted advisor for her clients to look to for a lifetime of guidance, protection, and love.


    Trish is an avid University of Georgia fan, a wife, and proud mother of Max (and two furries).


    Listen to this dynamic The Confident Retirement Podcast episode with Trish Butcher. Her honesty and care for people is on top. There are a lot of things that she imparted. The most important thing is that, whatever the practice area she focuses on, she shares her passion in making a difference in an individual’s life, and know that she was able to help.

    Here is what to expect on this week’s show:

    -Trish shares the story behind how she chose to be a lawyer, what’s her original plan when she entered law school, and why she opened up her own law firm.

    -Learn more about estate planning by knowing Trish’s firsthand experience on an estate plan that gone bad.

    -What is Trish’s motivation for specializing in special needs planning and what does this plan do?

    -“Making a difference in people’s life.” This is what Trish loves most about the business.

    -Trish clarifies the misconception that attorneys are intimidating to talk to.

    -Trish tells us a story of a recent satisfying experience that includes covering the blind spots of her client.

    -Learn more about Trish’s, what she loves to do, her personal stories, and experiences, achievements, and things that she is looking forward to.


    Connect with Trish Butcher/Butcher Health Law LLC:

    Website: www.butcherhealthlaw.com


    Connect with Kris and Mark

    Website: https://www.lpfadvisors.com/

    LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/

    Twitter: @kflammang

    #MarkPicchi


    Highlights:

    03:55

    “I like to develop a really close personal relationship with my clients. In order to do that, they need to know that they're not going to be charged $300 for asking me a question.”

    19:17

    “It's a whole another way of looking at it, and so you just kind of get a warm fuzzy feeling inside when you're like, “Wow, I'm actually making a difference. I'm actually creating plans that work for people,” versus I'm offering the cheapest service possible, and doing just fill in the blank wills.”

    46:02

    "People need to find an attorney that fits for them. I have a clientele that fits for me, and it’s definitely people who are willing to learn why I charge the rates I do and what were the value is in those rates?"

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Previous 1 14 15 16 17 Next

    Related Podcasts

    BiggerPockets Real Estate Podcast

    1

    BiggerPockets Real Estate Podcast Business
    The Ramsey Show

    2

    The Ramsey Show Business
    Mad Money w/ Jim Cramer

    3

    Mad Money w/ Jim Cramer Business
    Slate Money

    4

    Slate Money Business
    The Tim Ferriss Show

    5

    The Tim Ferriss Show Business
    The Ramsey Show

    6

    The Ramsey Show Business
    footer-logo

    Contact Us

    Toll Free: 844-670-7747

    Links

    • Home
    • Top Charts
    • Networks
    • Apps
    • Independents Podcasts
    • Podcast Advertising
    • Podcast News
    • Contact Us
    • About Us
    • Analytics & Insights

    Stay Connected

      Privacy, Terms of Use & Our Code of Ethics Protecting Content Creators Copyrights