PODCAST · business
Estate Planning Made Easy
by David T. Phillips, CEO of Estate Planning Specialists
Estate Planning Made Easy, is a podcast hosted by David T. Phillips, CEO of Estate Planning Specialists. With 52 years of estate planning experience, David is recognized nationally as “the source” when it comes to proper estate planning. David has been a featured speaker at a multitude of investment conferences around the globe and a guest on national television including CNN, Fox News, CNBC and Bloomberg. He and his firm are continually recommended by financial newsletter gurus such as Mark Skousen, Forecasts & Strategies, Robert Carlson, Retirement Watch, Dr. David Eifrig, Retirement Millionaire.With his vast knowledge and experience, each Wednesday, David will share key insights on how to build a powerful, productive posterity through proper estate planning. Archaeologists have proven that the ancient Egyptians were wrong: we can’t take it with us. We all need to have a proper transfer plan in place. David will weekly expose the best strategies, top secrets and tools that will allo
Episodes
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Estate Planning Mistake 7: Improperly Planing Distribution of Retirement Accounts
In today’s podcast, David Phillips discusses the blessing and the curse of building and leaving your Qualified Accounts, like your IRA or 401k to your children and grandchildren. While our goal is to build security for our future retirement, there is such thing as too much. By leaving our…
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How to Leverage $1 today and create $10 for your care later in life!
In this episode David Phillips, CEO of Estate Planning Specialists shares some exciting investor news. First he tells the story of his Aunt Mary, who had to “spend down” her meager assets so she could qualify for Medicaid, leaving no inheritance for her family. There is a new Return of Premium…
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Estate Planning Mistake #7 continued: Estate shrinkage due to investment losses. How to insulate your wealth from all risk and guarantee an inheritance. Special guest: Todd Phillips, President of Estate Planning Specialists
In this podcast, David Phillips continues his discussion about wealth strategies and retirement savings with Todd Phillips, the author of the book "The Future Retirement Savings." Together they show you how to protect your estate from investment loss and market risk, discussing how you can avoid...
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Estate Planning Mistake #7: Estate shrinkage due to investment losses. How to insulate your wealth from all risk and guarantee an inheritance. Special guest: Todd Phillips, President of Estate Planning Specialists
In this podcast, David Phillips discusses wealth strategies and retirement savings with Todd Phillips, the author of the book “The Future Retirement Savings.” Together they show you how to protect your estate from investment loss and market risk, discussing how you can avoid one of the main...
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The answer to today’s Long-Term Care Crisis – Leveraged Care Solutions
David T. Phillips introduces the answer to today’s Long Term Care Crisis – Leveraged Care Solutions. The old styled Long Term Care insurance has given way to the more popular and client friendly Leveraged Care Solutions, also referred to as Asset Based Care planning. By shifting assets from one...
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Ignoring the Long-Term Care Crisis – Estate Planning Mistake #6
In this week’s episode I will explain what is Longevity Risk. I will also reveal what is the number one Longevity Risk – experiencing a Long-Term medical event. Statistics show that 72% of all adults over the age of 65 in the United States today will suffer through a Long-Term Care experience.…
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The Power of Proper Gifting – Estate Planning Mistake #5
By law every American can gift $18k annually, to anyone they want, completely gift, estate and income tax free. Many are reluctant to use their gifting allowance for several reasons: * Because the gift is irrevocable, they incorrectly believe that the asset is unavailable to them during the…
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Estate Planning Mistake #4: Paying too much income and capital gains taxes
Logic would tell us, if we simply plod through life, ignoring any legal opportunities to pay less income and capital gains taxes, the less we will have to spend during retirement and the less we will leave our posterity. In Episode Five of Estate Planning Made Easy, The Podcast, David reveals key...
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The Dangers of Portability
For centuries, an estate planning attorney was solely an attorney that represented clients before a probate judge, in an effort to maximize the desired estate transfer. They would simply help draft a will and represent that will in court to validate it. While the phone book is full of so-called...
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I'm the Taxman, and You're Working for No One but Me!
Since the beginning of civilization, it has been very difficult for a king to keep his castle and kingdom for any great length of time. Someone, usually an enemy, would go to great lengths, with the loss of thousands of constricted soldiers in an effort to conquer another’s castle. That is reason...
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What is the number one most common estate planning mistake and how to avoid it?
In this podcast, I, David T. Phillips, CEO of Estate Planning Specialists, reveal the number one estate planning mistake. I also share the strategy you can implement to avoid that mistake. I highlight the significance of properly planning your estate to prevent negative emotions like anger,...
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Were the Ancient Egyptians correct? Can we actually take our assets with us into the afterlife?
In this episode, I discuss the importance of estate planning and the difference between estate planning and financial planning. I highlight the consequences of not having a plan in place and the potential challenges that can arise, especially during unexpected events like COVID-19. I also…
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The Official Trailer for Estate Planning Made Easy
David Phillips introduces his new weekly podcast, Estate Planning Made Easy. It will help you live well while creating a powerful, productive posterity. Dynasty planning is a superior alternative to simply allowing creditors, predators, and the IRS to steal your estate from those you love. David...
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ABOUT THIS SHOW
Estate Planning Made Easy, is a podcast hosted by David T. Phillips, CEO of Estate Planning Specialists. With 52 years of estate planning experience, David is recognized nationally as “the source” when it comes to proper estate planning. David has been a featured speaker at a multitude of investment conferences around the globe and a guest on national television including CNN, Fox News, CNBC and Bloomberg. He and his firm are continually recommended by financial newsletter gurus such as Mark Skousen, Forecasts & Strategies, Robert Carlson, Retirement Watch, Dr. David Eifrig, Retirement Millionaire.With his vast knowledge and experience, each Wednesday, David will share key insights on how to build a powerful, productive posterity through proper estate planning. Archaeologists have proven that the ancient Egyptians were wrong: we can’t take it with us. We all need to have a proper transfer plan in place. David will weekly expose the best strategies, top secrets and tools that will allo
HOSTED BY
David T. Phillips, CEO of Estate Planning Specialists
CATEGORIES
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Frequently Asked Questions
How many episodes does Estate Planning Made Easy have?
Estate Planning Made Easy currently has 13 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Estate Planning Made Easy about?
Estate Planning Made Easy, is a podcast hosted by David T. Phillips, CEO of Estate Planning Specialists. With 52 years of estate planning experience, David is recognized nationally as “the source” when it comes to proper estate planning. David has been a featured speaker at a multitude of...
How often does Estate Planning Made Easy release new episodes?
Estate Planning Made Easy has 13 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Estate Planning Made Easy?
You can listen to Estate Planning Made Easy on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Estate Planning Made Easy?
Estate Planning Made Easy is created and hosted by David T. Phillips, CEO of Estate Planning Specialists.
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