31 episodes

Welcome to the Celebrity Estates: Wills of the Rich and Famous podcast. In this podcast we break down high profile celebrity estate planning cases for advisors and their clients. Most celebrity estate catastrophes are based on the same issues that everyday people face, just with the volume turned up. Our goal is to identify and extract the individual estate planning issues that lie at the heart of each story. We then discuss what advisors should expect and how to avoid common pitfalls.

Celebrity Estates WealthManagement.Com

    • Investing

Welcome to the Celebrity Estates: Wills of the Rich and Famous podcast. In this podcast we break down high profile celebrity estate planning cases for advisors and their clients. Most celebrity estate catastrophes are based on the same issues that everyday people face, just with the volume turned up. Our goal is to identify and extract the individual estate planning issues that lie at the heart of each story. We then discuss what advisors should expect and how to avoid common pitfalls.

    Ep 31 – Death, Taxes, and Elvis Presley — With Paige Goepfert

    Ep 31 – Death, Taxes, and Elvis Presley — With Paige Goepfert

    You work hard for your money, so don’t let the government take it all when you die.  This is exactly what happened to one of the most significant cultural icons of the 20th century, Elvis Presley. In this episode, David Lenok speaks with Paige Goepfert of Andersen Global to explore the financial mishaps of the … Continue reading Ep 31 – Death, Taxes, and Elvis Presley — With Paige Goepfert →

    • 36 min
    Ep 30 – Kenny Rogers: Knowing When to Hold ‘Em (Top Prenup Tips for Advisors)

    Ep 30 – Kenny Rogers: Knowing When to Hold ‘Em (Top Prenup Tips for Advisors)

    Most people believe their marriages will last forever. But whether their marriage endures or ends, it’s in your clients’ best interests to have a prenuptial agreement –– especially if the split isn’t amicable In this episode, David Lenok, senior editor at WealthManagement.com, talks with Aviva Pinto, a managing director at Wealthspire Advisors. This episode is … Continue reading Ep 30 – Kenny Rogers: Knowing When to Hold ‘Em (Top Prenup Tips for Advisors) →

    • 40 min
    Ep 29 – Arnold Palmer: Investing in Wine Could Be Your Clients’ Hole in One

    Ep 29 – Arnold Palmer: Investing in Wine Could Be Your Clients’ Hole in One

    Are your clients thinking about investing in wine? Wine is a true portfolio diversifier, but there are a few things your clients should know first.  In this episode, David Lenok, senior editor at WealthManagement.com, talks to Tom Gearing, CEO and co-founder of Cult Wines Limited, about investing in wine. This topic is inspired by golf … Continue reading Ep 29 – Arnold Palmer: Investing in Wine Could Be Your Clients’ Hole in One →

    • 33 min
    Ep 28 – Debbie Reynolds, Carrie Fisher, and Billie Lourd: Estate Planning for Collectibles

    Ep 28 – Debbie Reynolds, Carrie Fisher, and Billie Lourd: Estate Planning for Collectibles

    Collectibles have different values depending on who collected them, who owns them, and who wants them.  In this episode, David Lenok, senior editor at WealthManagement.com, talks again with Sarah McDaniel, a CFA and managing director who heads the Wealth Strategies Group and Advanced Planning Centers at Morgan Stanley. Together, they discuss estate planning for collectibles. … Continue reading Ep 28 – Debbie Reynolds, Carrie Fisher, and Billie Lourd: Estate Planning for Collectibles →

    • 36 min
    Ep 27 – Amy Winehouse: Reasons to Work With Millennial Clients (And How to Get Started)

    Ep 27 – Amy Winehouse: Reasons to Work With Millennial Clients (And How to Get Started)

    The millennial generation is simultaneously the most talked about, sought after, and yet curiously underserved demographic in the financial planning industry. In this episode, David Lenok, senior editor at WealthManagement.com, is joined by Douglas Boneparth, founder of Bone Fide Wealth. They discuss how today’s financial advisors can appeal to millennials –– and why bringing in … Continue reading Ep 27 – Amy Winehouse: Reasons to Work With Millennial Clients (And How to Get Started) →

    • 33 min
    Episode 26: How to Make Your Family Business Last –– With Mitzi Perdue

    Episode 26: How to Make Your Family Business Last –– With Mitzi Perdue

    Only one-third of family businesses make it to the next generation. What are you doing today to help your family business last? In this episode, David Lenok, senior editor at WealthManagement.com, has the pleasure of speaking with Mitzi Perdue, a businesswoman, author, and professional public speaker. Mitzi is also the daughter of Sheraton Hotel’s co-founders … Continue reading Episode 26: How to Make Your Family Business Last –– With Mitzi Perdue →

    • 36 min

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