Wealth Matters

On this episode of “Wealth Matters”, hosts Adam Gaslowitz and Robert Port discuss how to anticipate and avoid issues at the "planning" stage of estate planning with their guests John Howard and Richard Morgan. John Howard/Resource Planning Group John is a co-founder and Chief Executive Officer of Resource Planning Group. He was born in Biloxi, [...]

On this episode of “Wealth Matters”, hosts Craig Frankel and Robert Port discuss the issues and challenges in structuring and managing an investment portfolio with their guests Bill Leonard and Lane Steinberger. Bill Leonard/Taylor English Duma LLP Bill Leonard, a partner at Taylor English Duma LLP, has over three decades of experience in litigation involving [...]

On this episode of “Wealth Matters”, hosts Adam Gaslowitz and Craig Frankel discuss the ABC’s of asset protection with their special guests Tony Turner and Katlyn Dennis. Katlyn Dennis/NFP Private Client Group Katlyn Davis of NFP Private Client Group started her career at State Farm in 2002 in South Florida, moved to Marsh Private Client [...]

On this episode of “Wealth Matters”, Craig Frankel and Millie Baumbusch discuss how to protect your aging parents with special guests Paul Black, Metta Johnson and Jeanne Canavan. Metta Johnson/Metta Johnson & Associates Metta Johnson is Founder and CEO of Metta Johnson & Associates. As an RN, Metta Johnson has served those with chronic and [...]

On today’s episode of “Wealth Matters“, attorneys Adam Gaslowitz and Craig Frankel are joined by the firm’s newest partners Robert C. Port and Millie Baumbusch for a roundtable discussion about recognizing and avoiding triggers that can lead to estate disputes. Robert Port/Gaslowitz Frankel Robert Port has over 30 years of experience in civil litigation, arbitration [...]

On this episode of “Wealth Matters“, attorneys Adam Gaslowitz and Craig Frankel discuss issues concerning special needs individuals with guests Kristen Lewis, an expert on special needs trust planning; Kathy Keeley, the Executive Director of All About Developmental Disabilities (AADD); and Fontaine Lee, Vice President of Cumberland Trust. The panel will discuss information relating to special needs trust planning and [...]

What is "planned giving"? What is the philanthropic landscape in Atlanta today and what is the state of philanthropy in our community? How does creating a planned giving program help the family with their estate plan and family relationships? If you ever ask yourself these or similar questions, this episode of "Wealth Matters" – the [...]

In the United States of America, divorce happens every 13 seconds (view infographic on the bottom of this post). Half of all couples get divorced. Financial reasons are the second most common ground for a divorce. So, what do you do? If you are curious to get this question answered, this episode of "Wealth Matters" [...]

What are "behavioral finance" and "behavioral economics?" Why do people often not act rationally when it comes to financial decisions? What are the most common behavioral errors among individuals when it comes to financial matters? If you are curious to get these questions answered, this episode of "Wealth Matters" – the radio show where we [...]

When is the best time to engage in succession planning strategy? How do you prepare the next generation to take over management and leadership of the company? Are there specific situations where it is better for the business owner to consider selling the business instead of passing it on to the next generation? Are there [...]

When is the best time to talk to children about money and the family’s wealth? How do you pass values to children instead of just money? How does the generation that created the wealth avoid producing a generation without drive and ambition? How can you educate children to become good stewards of the family wealth? [...]

How much of the charitable planning should be tax-motivated and how much should be purpose-motivated? What is the difference between various forms of charitable giving? If you ever ask yourself these or similar questions, this episode of “Wealth Matters" – the radio show where we discuss the opportunities and challenges of preserving and managing wealth [...]