Music to My Heirs Podcast
1) Charitable Friends - Donor Advised Funds and Foundations
Stephen discusses the key benefits of Donor Advised Funds and Foundations with Ryan DeMaria, Director of Business Development at Foundation Source (https://www.foundationsource.com).For a copy of the ...Show More
2) Important Steps to Take When Your Child Becomes an Adult
Estate planning attorneys Mary Galligan and her son Michael Galligan https://www.galliganmanning.com/ discuss with Stephen the important legal steps to take when an individual turns 18 and is now cons...Show More
3) How to Reduce Your Chance of an IRS Audit
Jason Graham of Andersen Tax, https://www.andersentax.com/people/graham-jasondiscusses with Stephen how to reduce your chance of an IRS audit. Jason Graham, the Office Managing Director of the Houston...Show More
4) Umbrella Policies - When It Rains It Could Pour
Andrew Bean, Shareholder, and Jennifer Moss, Vice President, of INSGROUP (http://www.insgroup.net/) join Stephen to share their expertise around preparing for life's unexpected risks. For a copy ...Show More
5) How to Own a Second Home
Tama Klosek of Klosek & Assoc, http://www.kloseklaw.com/ discusses with Stephen how to think through the ownership of a second home. Tama Klosek is Board Certified in Estate Planning and Probate Law b...Show More
6) Raising Heir-Do-Wells - Using Philanthropy to Develop Successful Inheritors
Stephen Lewis and Meg Holliday discuss an email from a client looking to understand how philanthropy can be used as a training ground for successful inheritors. For a copy of the Music to My Heirs res...Show More
Raising Heir-Do-Wells - Using Philanthropy to Develop Successful Inheritors
11:27 | Apr 26th, 2019
7) Four Elements of a Successful Financial Journey
Stephen Lewis and Michael Ellington discuss the four necessary elements for a successful financial journey. Michael U. Ellington is the Senior Managing Director of Bernstein’s private client practice...Show More
8) How to Keep Your Assets but Give Away the Growth
Stephen Lewis and Tom Pauloski discuss how wealthy families, worried about giving too much, can benefit from a strategy to keep their assets but give away the future appreciation. Thomas J. Pauloski i...Show More
9) Entrepreneurs - Investment Success After Selling a Business
Stephen Lewis and Deacon Turner discuss how the most successful business owners invest after selling their companies. Deacon shares the strategies he is recommending to some of the wealthiest entrepre...Show More
10) Five Financial Mistakes to Avoid in College
Stephen Lewis and Anne Bucciarelli, coauthor of Live Once Plan Often, discuss the top 5 mistakes to avoid when starting college. They share insight about budget neglect, banking fees, credit, saving a...Show More