Smart Money Conversations

Brett Croft, CFP®, CFA®, CTFA® and Chris Tabish
  • 5.0 (3)
  • Investing
  • Updated Daily

Smart Money Conversations: an advice-only podcast hosted by Brett Croft, CFP®, CFA®, CTFA®, and entrepreneur Chris Tabish CCO (Chief Comedic Officer) delivers expert financial strategies for families, covering taxes, investments, estate planning, and passive income. Tune in for clear, actionable insights to build and preserve wealth, inspired by a life of adventure and laughter. This Podcast is for educational purposes only.

  1. Aug 10

    #36 The Importance of the Right Fiduciary with Suma Nair.

    Suma Nair has spent more than two decades helping families navigate the most important and most avoided conversations around wealth: what happens to it, who controls it, and who's left to carry it out. As a former practicing estate attorney, and now owner of SVN Solutions, and President of the Boston Bar Association,she's reviewed and drafted thousands of estate plans, served as trustee on 250 trusts, and seen firsthand what separates a plan that protects a family from one that tears it apart. In this episode, Brett and Chris sit down with Suma to break down the real mechanics of estate planning: why so many plans get written and then forgotten, the difference between a will and a trust, how a durable power of attorney can go wrong, and the three questions every family should answer before they ever meet with a lawyer. Suma also opens up about choosing the right fiduciary, why trusteeship is far more work than most people realize, and why she sees a growing gap in fiduciary expertise that families urgently need to close. Email: info@brettcroft.com Brought to you by 32Q, LLC

  2. Aug 3

    # 35. The Insurance Playbook: Trusts, LLCs, and Umbrellas with Madeline Matosian

    Getting a non-renewal letter out of nowhere? You're not alone. Brett and Chris sit down with Madeline Matosian, Director of Personal Lines at Indaco Risk Advisors, to unpack why home and auto insurance have gotten so brutal, and what you can actually do about it. Madeline breaks down why carriers pulled out of California, what really happens when a neighborhood catches fire, and why she'd rather help clients before a claim than after one. They also dig into umbrella coverage and why anyone who drives a car needs one, how to correctly title a home held in a trust or an LLC so the coverage actually holds up, and the "mysterious disappearance" rule that could make or break a jewelry claim. Practical, a little unsettling, and worth your time if you own anything. Website: www.indacoriskadvisors.com Email: info@brettcroft.com Produced by 32Q LLC

  3. Jul 13

    # 34 The Job Nobody Talks About in Estate Planning

    Most people don't think about estate planning until something goes wrong. As a professional trustee, Marguerite Lorenz has spent 20 years handling everything from complex situations involving special needs trusts, incapacitated clients, families at war over a rocking chair and what happens when families wait too long — she's seen it all. In this episode, the co-founder of Lorenz Private Trustees breaks down what a professional trustee actually does, why naming a family member can backfire, how distributions really get decided, and why she says not having a plan is essentially suing your own family. If you've been putting this off, this is the episode that will make you stop. Website: https://nh.mytrustee.net/ Email: info@brettcroft.com Produced by 32Q LLC

  4. Jun 29

    #33. The Real Estate Tax Playbook

    Real estate gets a lot of credit for being tax efficient, but most investors don't fully understand the mechanics behind it. Matt Hamilton is a CPA and founder of Surefire Tax and Accounting, a boutique firm built exclusively for real estate operators and syndicators. In this episode he breaks down how depreciation really works — and why he calls it a loan, not a free pass, because the IRS collects through recapture when you sell. He explains bonus depreciation, the passive loss vault, and a strategy he calls the lazy 1031 — where stacking passive losses across multiple investments can offset a gain at exit without jumping through all the hoops of a traditional 1031 exchange. If you own real estate directly or through a syndication, this episode will change how you think about your tax strategy. website : https://surefiretaxco.com/ email: info@brettcroft.com Produced by 32Q LLC

  5. Jun 15

    #32: Finances and Feelings with Dr. Meghaan Lurtz

    Dr. Meghaan Lurtz is one of the world's leading experts on the psychology of financial planning — and in this episode, she joins Brett Croft and Chris Tabish for a conversation that goes well beyond the numbers. Meg is a professor at Kansas State University and Columbia University, a partner at Shaping Wealth, a past president of the Financial Therapy Association, and the author of the Substack Less Lonely Money. She explains the difference between financial therapy and financial planning, why couples fight about money (and what actually fixes it), and why even very wealthy people can feel stuck, anxious, or like they never have enough. They dig into the psychology of "enough," the hedonic treadmill, the PERMA framework for well-being, and what it really means to use your money to build a life you enjoy — not just a balance sheet you can point to. Meg also shares what living in Naples, Italy has taught her about how differently people can relate to money, time, and each other. If the math of your financial life looks fine but something still feels off, this episode is worth your time. Find Meg on LinkedIn or at her Substack: Less Lonely Money. LinkedIn: https://www.linkedin.com/in/meghaanlurtz/ Website: https://www.shapingwealth.com/team Email: info@brettcroft.com Produced by 32Q LLC

  6. Jun 4

    #31. Investing in Real Estate Through Limited Partnerships with Mark Roth

    Mark Roth has been investing in real estate limited partnerships for over 20 years — across 10 different operators, through boom markets and rate shocks, through deals that 3x'd and one that came back at 50 cents on the dollar. He's also spent 39 years as a commercial broker advising institutional clients, which means he's seen these deals from both sides of the table. In this episode of Smart Money Conversations, Brett Croft and Chris Tabish get a rare, unfiltered look at how experienced LP investors actually think — how they evaluate sponsors, structure their portfolios, pick their markets, and protect themselves when things go sideways. This isn't theory. This is 20 years of writing checks and watching what happens next. email: info@brettcroft.com Produced by 32Q LLC

  7. May 21

    #30. What Small Business Owners Get Wrong Before They Ever Call a Lawyer

    Most small business owners don't call a lawyer until something's already gone wrong. By then, it's expensive. Matthew Fornaro has spent 23 years in the trenches of business law in South Florida — one of the most litigious business environments in the country — and he's seen the same preventable mistakes play out over and over again. Wrong contracts, LLC's losing that coveted liability protection, missing documents, commingled funds, and employees masquerading as independent contractors. In this episode of Smart Money Conversations, Brett Croft and Chris Tabish get candid, practical legal advice straight from a guy who goes to court for a living. No theory. No legalese. Just the stuff every business owner needs to hear before they need a lawyer. website: https://fornarolegal.com/contact-us/ Produced by 32Q LLC

  8. May 14

    #29. The Hospice Doctors Guide to Purpose, Wealth, and Living Without Regret.

    What does a hospice doctor know about money, purpose, and living a life without regret? As it turns out — everything. Dr. Jordan Grumet spent decades at the bedside of dying patients, and what he heard changed the way he thinks about wealth, success, and time. In this episode of Smart Money Conversations, Brett Croft and Chris Tabish sit down with the physician-turned-podcaster and author of The Purpose Code for one of the most thought-provoking conversations we've had on the show. This one will make you rethink what financial independence actually means — and why getting the money right is the easy part. webiste: https://jordangrumet.com/ Produced by 32Q LLC

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Ratings & Reviews

5
out of 5
3 Ratings

About

Smart Money Conversations: an advice-only podcast hosted by Brett Croft, CFP®, CFA®, CTFA®, and entrepreneur Chris Tabish CCO (Chief Comedic Officer) delivers expert financial strategies for families, covering taxes, investments, estate planning, and passive income. Tune in for clear, actionable insights to build and preserve wealth, inspired by a life of adventure and laughter. This Podcast is for educational purposes only.

Information

  • Creator
    Brett Croft, CFP®, CFA®, CTFA® and Chris Tabish
  • Years Active
    2025 - 2026
  • Episodes
    36
  • Rating
    Clean
  • Copyright
    © Brett Croft, CFP®, CFA®, CTFA® and Chris Tabish
  • Show Website
    Smart Money Conversations