Martin Shenkman and Jonathan Blattmachr
Pros and Cons of Converting to a Roth IRA
Nov 21, 2018
Martin Shenkman and Jonathan Blattmachr discuss whether clients should convert their IRAs to Roth...
Rob West
Michael Kitces’ #FASuccess Podcast: Biblically Wise Financial Advice With Rob West
Nov 20, 2018
Kingdom Advisors’ Rob West talks about what it really means to serve Christians as a niche.
Mindy diamond podcast
How Gil Baumgarten Broke Away From UBS and More Than Doubled His AUM in 8 Years
Nov 19, 2018
How nearly a decade of exploration and planning paid off for an advisor looking to build a “real”...
Martin Shenkman and Jonathan Blattmachr
Who Do You Name as a Beneficiary of Your IRA?
Nov 14, 2018
Marty Shenkman and Jonathan Blattmachr discuss one of the biggest questions in estate planning.
Zach Teutsch
Michael Kitces’ #FASuccess Podcast: Why Zach Teutsch Talks Politics With His Clients
Nov 13, 2018
Values Added Financial founder Zach Teutsch goes against everything financial advisors are...
Phuong Luong
Michael Kitces’ #FASuccess Podcast: Financial Planning for Low- and Middle-Income Families With Phuong Luong
Nov 06, 2018
Just Wealth founder Phuong Luong discusses the progression from financial education to financial...
Martin Shenkman on trust planning for divorce
Trust Planning for Divorce
Nov 05, 2018
Martin Shenkman details what clients should do to protect their trusts when going through a divorce.
Mindy diamond podcast
The Path to Independence in Two Steps or One—With Alex Goss of Goss Advisors
Nov 05, 2018
Sometimes the road to independence takes a series of smaller steps.
Stephanie Bogan
Michael Kitces’ #FASuccess Podcast: Stephanie Bogan’s 7 Pillars of Building and Running an Advisory Firm
Oct 30, 2018
While most financial advisors are independent entrepreneurs, very little practice management in...
marty shenkman
Using Non-Grantor Trusts to Save Property Tax Deductions
Oct 29, 2018
There are still ways to preserve some tax benefits for your clients.
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