Wealth Beyond Work

Zach Morris
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Wealth Beyond Work is a podcast that goes beyond the numbers — offering candid, behind-the-scenes conversations with professionals who shape, safeguard, and support the lives of high-net-worth individuals and families. Hosted by Zach Morris, founder of Paces Ferry Wealth Advisors, each episode explores a different angle of wealth, from technical strategies to the personal decisions that define a meaningful retirement.

  1. Passing More Than Money: How to Build Trust, Values & Lasting Family Legacy

    5 ngày trước

    Passing More Than Money: How to Build Trust, Values & Lasting Family Legacy

    Most families know they should talk about inheritance, but very few actually do. In this episode, Zach Morris sits down with Emily Bouchard of Bouchard Bespoke Consulting to explore why conversations about wealth, legacy, and family values are so often avoided, and what happens when silence fills the gaps. Emily shares practical strategies for discussing inheritance without creating entitlement, building financial competency across generations, and passing along values, not just assets.  'Whether you're creating an estate plan or thinking about your family's long-term legacy, this conversation offers thoughtful insights to help strengthen trust, communication, and connection. Contact Emily Bouchard: https://emilybouchard.com/ Work with us: https://info.pacesferrywealth.com/learn-about-us Download Retirement By Design: https://www.wealthbeyondwork.com/retirement

    49 phút
  2. Why a Pension Changes the Way You Should Plan for Retirement

    13 thg 6

    Why a Pension Changes the Way You Should Plan for Retirement

    Are you planning to retire with a pension and want to make the most of it? Knowing how to optimize your retirement benefits is crucial, and this episode breaks down everything you should consider before making key decisions. Retirement planning goes beyond receiving monthly checks; it's about ensuring stability, flexibility, and financial freedom. We'll explore the history of pensions and why retirees today are part of a rare group with access to them. The episode explains the pros and cons of taking a lump sum versus monthly annuity payments and offers actionable tips to help you choose the option that fits your financial goals. You'll also learn how survivor benefits can provide security for your loved ones and how to bridge income gaps if you retire before your pension or Social Security starts.

    22 phút
  3. Retire Stronger and Live Longer: Dr. Hillary Lin's Guide to Healthspan and Longevity

    29 thg 5

    Retire Stronger and Live Longer: Dr. Hillary Lin's Guide to Healthspan and Longevity

    Most people spend years planning financially for retirement - but what if your health becomes the limiting factor? In this episode, Zach Morris sits down with Dr. Hillary Lin to explore the science of longevity, biological aging, stress, nutrition, and preventive medicine. Dr. Lin is the CEO and Founder of Care Core and the host of The Longevity Show podcast. They discuss the key biomarkers that matter most, why purpose and relationships can influence lifespan, and the practical habits that help people stay active, independent, and healthy for decades. If you want to maximize both your wealth and your health, this conversation offers a roadmap for building a longer, stronger, and more fulfilling retirement.

    46 phút
  4. The Retirement Questions Everyone Thinks About But Rarely Asks

    15 thg 5

    The Retirement Questions Everyone Thinks About But Rarely Asks

    In this episode, Zach Morris breaks down some of the most common retirement and financial planning questions people quietly wonder about for years — from how much money you actually need to retire to when to claim Social Security, Roth conversions, portfolio risk, withdrawal strategies, and more. Rather than focusing on one-size-fits-all answers, this conversation explores how taxes, spending, investing, healthcare, and lifestyle decisions all work together in retirement planning. If you want more clarity and flexibility heading into retirement, this episode provides a practical framework for thinking through the decisions that matter most.   Work with us: https://info.pacesferrywealth.com/learn-about-us Send in questions for Q&A Episodes: connect@pacesferrywealth.com

    30 phút
  5. What Every Trustee Needs to Know About Managing a Special Needs Trust

    17 thg 4

    What Every Trustee Needs to Know About Managing a Special Needs Trust

    Planning for a loved one with special needs goes far beyond setting money aside. In this episode, Zach Morris sits down with Adam Earl of National Care Advisors to break down how special needs trusts work - and what can go wrong if they're not structured properly. They explore how to protect access to critical public benefits, the true lifetime cost of care, and why trustees need more than good intentions. This conversation highlights the hidden complexities families often overlook and how thoughtful planning can make a lasting difference in care and quality of life. Contact National Care Advisors: (800) 652-7404 Email our guest Adam Earl: aearl@nationalcareadvisors.com Download "Retirement By Design": https://info.pacesferrywealth.com/wbw Learn about Paces Ferry Wealth Advisors: https://info.pacesferrywealth.com/learn-about-us

    44 phút
  6. Medicare Made Simple: What You Must Know Before Turning 65 (Avoid Costly Mistakes)

    3 thg 4

    Medicare Made Simple: What You Must Know Before Turning 65 (Avoid Costly Mistakes)

    Approaching Medicare can feel overwhelming - but it doesn't have to be. In this episode, Zach Morris sits down with Cole Craven of Move Health to break down the essentials: who qualifies, what each part actually covers, and how to avoid costly gaps and lifelong penalties. They unpack the critical decisions around Parts A, B, C, and D, the hidden 20% cost exposure many overlook, and the key differences between Medicare Supplement and Advantage plans. If you're nearing 65 or planning ahead, this conversation brings clarity to one of retirement's most important decisions.

    40 phút
  7. Inside the Oil Crisis: War, Supply Shocks, and the Real Reason Tankers Stopped Moving

    20 thg 3

    Inside the Oil Crisis: War, Supply Shocks, and the Real Reason Tankers Stopped Moving

    Oil prices just saw their largest one-week surge in history, but the real story goes far beyond headlines. Zach Morris sits down with Jack Metzger of Paces Ferry Wealth Advisors to break down the true drivers behind the spike, including a little-known insurance crisis halting global oil flows. From the Strait of Hormuz disruption to inflation, LNG, and second-order effects on industries like semiconductors, this episode unpacks what's happening now, and what to watch next in the global energy market. Download "Retirement By Design": https://bit.ly/4bBIID1 Learn about Paces Ferry Wealth: https://bit.ly/41iwQkI

    19 phút
  8. Tax Credits Demystified with John Carson: How High Net Worth Investors Can Use Tax Credits to Pay Less Tax

    27 thg 2

    Tax Credits Demystified with John Carson: How High Net Worth Investors Can Use Tax Credits to Pay Less Tax

    Tax credits can reduce what you owe dollar for dollar, and are increasingly accessible to high net worth investors seeking efficient tax strategies. CPA John Carson joins Zach Morris to break down how tax credits differ from deductions, how film credits are created and sold, and what documentation supports a clean and compliant transfer process. They also discuss how recent law changes expanded the transferability of federal renewable energy credits, making them more widely available and often simpler than traditional partnership-based structures.  Contact John Carson: Phone: (404) 520-8826 Email: john@armaghcapital.com   Learn how to work with Paces Ferry Wealth Advisors: https://info.pacesferrywealth.com/learn-about-us/  Download our free guide "Retirement by Design": https://info.pacesferrywealth.com/wbw/

    23 phút
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Giới Thiệu

Wealth Beyond Work is a podcast that goes beyond the numbers — offering candid, behind-the-scenes conversations with professionals who shape, safeguard, and support the lives of high-net-worth individuals and families. Hosted by Zach Morris, founder of Paces Ferry Wealth Advisors, each episode explores a different angle of wealth, from technical strategies to the personal decisions that define a meaningful retirement.

Thông Tin

  • Nhà sáng tạo
    Zach Morris
  • Năm hoạt động
    2025 - 2026
  • Tập
    19
  • Xếp hạng
    Sạch
  • Bản quyền
    © 2025
  • Trang web chương trình
    Wealth Beyond Work