PODCAST · news
Wealth Matters
by Business RadioX ®
A lively and thoughtful discussion about the opportunities and challenges associated with preserving and managing wealth.
Episodes
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Lessons from the Trenches 2.0: Avoiding Family Disputes over Money, Estates, and Businesses
Gaslowitz Frankel partners Adam Gaslowitz, Craig Frankel, and Robert Port discuss how to avoid family disputes over money, estates, and businesses. About Gaslowitz Frankel: Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation…
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Harnessing Your Family’s Human and Intellectual Capital: The Key to Sustaining Wealth for Generations
Natalie Smailes/Director of Governance, Center for Family Legacy at Truist Natalie Smailes joined Truist Wealth in 2015 and is a Senior Vice President and the Managing Director of Strategic Client Development within the Center for Family Legacy. Natalie works with the Center for Family Legacy…
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Spotlight on Conservatorships and Guardianships
Michael K. Johnson/Metta Johnson & Associates Michael Johnson has 14 years working as a Licensed Clinical Social Worker. He began his career working as a hospice social worker in which he supervised and directed teams of social workers. He is now the Vice President and COO of Metta Johnson &...
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Investing for the Long Term: What You Need to Know
David Bibicoff/Strategies For Wealth For the last 25 years, David Bibicoff of Strategies for Wealth has been educating, empowering, and coaching corporate executives, attorneys, financial professionals, and entrepreneurs through a macro-economic wealth planning process. This macro-economic…
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So You Want to Sell the Family Business: Planning, Priorities, and Potential Pitfalls
Chip Kelleher/Wilmington Trust Chip Kelleher leads a team at Wilmington Trust responsible for providing comprehensive investment management, wealth planning, private banking and family office services to high-net-worth individuals, families and single-family offices throughout the Southeast. He...
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Estate and Financial Planning for Families with Unmarried Partners
Jennifer Gibbs/Gibbs Tillery, LLC Jennifer has been a managing partner with Gibbs Tillery Law Firm since graduating from Emory Law school in 2009. Jennifer is a dedicated and tireless family law and estate planning attorney specializing in all aspects of domestic relations, including but not...
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Simplifying and Managing Your Finances for When You Age and Beyond
Leah Nichaman/Everyday Money Management Leah Nichaman is a Certified Daily Money Manager (CDMM) with over 15 years of experience helping people manage their day-to-day financial affairs. She established Everyday Money Management in 2007, and built it into the premier daily money management firm…
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It’s Complicated: Estate Planning for Blended Families
Brooke French/Kessler & Solomiany LLC Brooke French, Partner with Kessler & Solomiany LLC, represents clients in all aspects of domestic relations litigation, including divorce, separate maintenance, child custody and support modifications, contempt, post-divorce modification and enforcement,...
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Understanding the IRS Collection Process
Jeffrey Kess/MendenFreiman Jeffrey Kess is a partner in MendenFreiman’s tax controversy and collection and tax planning practice areas. He joined the firm in 2019 and has practiced taxation and general business law for more than 35 years. He has achieved national recognition for his expertise in...
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Philanthropy in 2020 and Beyond
Christy Butler Eckoff/Atlanta Jewish Foundation Christy Butler Eckoff is the Chief Foundation Officer and Managing Director of the Atlanta Jewish Foundation. Christy is an expert on charitable estate planning, gift planning, asset-based giving, laws surrounding nonprofits, private foundations,...
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Personal Property and Estates: Planning, Appraising and Auctioning
Allen Venet/SunTrust Bank (now Truist) Allen Venet is a Senior Vice President at SunTrust Bank (now Truist) and relies on more than 35 years of experience when working with clients. He has handled estates and trusts valued from less than $1 million to more than $200 million – with each including...
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Preparing Women for Prosperity
Stacy Hanley/Lefkoff, Duncan, Grimes, McSwain, Hass & Hanley P.C Stacy Hanley practices primarily in the areas of tax and estate planning, probate, estate administration, real estate and closely held business matters with Lefkoff, Duncan, Grimes, McSwain, Hass & Hanley P.C. She was admitted to...
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Financial Planning in Today’s Unpredictable World
Joseph Sillitto/Page, Scranton, Sprouse, Tucker & Ford, P.C. Joseph Sillitto’s practice Page, Scranton, Sprouse, Tucker & Ford, P.C. focuses primarily on probate and administration of estates; fiduciary representation; guardianships and powers of attorney; prenuptial agreements; asset transfer…
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Money Messages: Unpacking Our Emotional Relationship with Money
David Geller/Wealth Enhancement Group David Geller joined Wealth Enhancement Group through the partnership with JOYN Advisors, where he acted as CEO and Co-Founder. He is the creator of the Behavioral Wealth Management™ model – a model that focuses on aligning wealth management with the…
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Do I Need a Trust?
Richard Barnes/Barnes Law LLC Richard Barnes is the founder of BarnesLaw, LLC, which services clients throughout Georgia and Florida. An attorney with over 30 years’ experience with professionals, executives and family owned businesses, Richard is an author and popular speaker on business and...
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Behavioral Finance: Tips for Overcoming Irrational Financial Decisions
Jeff Bernier/TandemGrowth Financial Advisors The president and chief investment officer of TandemGrowth Financial Advisors, LLC, Jeff Bernier has been providing personalized financial advice to high-earning individuals and families since 1986. After starting his career with a large firm with...
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Everything You Wanted to Know about Probate
Tim Curtin/Curtin Law Firm, P.C. Tim Curtin is the founding partner of Curtin Law Firm, P.C., a boutique estate planning and probate administration law firm in Atlanta, GA. Tim currently serves as Chair of the Atlanta Bar Association’s Estate Planning and Probate Section. He is a graduate of The...
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How Can We Stop the Financial Abuse of Our Seniors?
Kristen Lewis/The Bowden Law Firm Kristen Lewis is nationally recognized for her proficiency in Special Needs Trust planning for persons challenged by disabilities. She currently practices with The Bowden Law Firm, LLC in Atlanta, GA, a boutique estate planning firm which she co-founded in 2020....
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What Charitable Advisors Need to Know in 2020
Hosts Craig Frankel and Robert Port discuss what charitable advisors need to know in 2020 with special guests Michael Van Cise and Kathryn Hecker of Arnall Golden Gregory LLP on this month’s episode of “Wealth Matters”. Michael Van Cise & Kathryn Hecker/Arnall Golden Gregory LLP Michael Van Cise...
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Lessons from the Trenches: Avoiding Family Disputes over Money, Estates and Business
Hosts Craig Frankel, Adam Gaslowitz and Robert Port discuss how to avoid family disputes over money, estates and business on this month’s episode of “Wealth Matters”. CLICK HERE to watch the video of this show. About Gaslowitz Frankel: Gaslowitz Frankel is an experienced trial practice firm...
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Financial & Estate Planning for Young Adults
Alicyn McLeod/Atlanta Tax Alicyn McLeod with Atlanta.Tax is a Certified Public Accountant and a Certified Financial Planner with nearly 20 years of tax experience. She specializes in tax planning and compliance for closely-held businesses, individuals, and not-for-profits. A Georgia native…
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Sophisticated Uses of Credit
Allan Hamer/Bank of America Allan Hamer is a Senior Vice President and Private Client Manager at Bank of America Private Bank. He is responsible for identifying the needs, providing guidance, and coordinating with the appropriate resources within Bank of America Private Bank and its affiliates to...
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Insurance: What You Need to Know and How it Fits in Your Financial Planning
Andy N. Siegel, CPCU, CIC, AAI and President of Siegel Insurance Andy Siegel, President of Siegel Insurance, grew up in Atlanta. He joined the family business in 1985 upon earning his BBA in Risk Management and Insurance from the University of Georgia, and his MBA in Insurance from The College of...
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Spring Cleaning Your Financial House
Bradley Hilton/Modera Wealth Management Bradley S. Hilton is a Financial Advisor at Modera Wealth Management, LLC. His role involves working with clients to formulate planning goals, developing and implementing wealth management strategies and monitoring clients’ progress in working toward their...
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Financial Planning in Advance for Long Term Care
Brent Eden/Nease, Lagana, Eden & Culley, Inc. Brent Eden is a Principal of Nease, Lagana, Eden & Culley, Inc. He joined Nease, Lagana, Eden & Culley, Inc. in 2011 after practicing law at Carlock, Copeland & Stair, LLP in Atlanta, GA. Brent specializes in providing life insurance advisory services...
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Women and Wealth: Unique Opportunities and Obstacles Faced by Women
Jessica Reece Fagan/Hedgepeth Heredia Law Jessica Reece Fagan practices exclusively family law with Hedgepeth Heredia Law, helping her clients navigate the challenging issues related to divorce, custody, alimony and child support, modification, legitimation, and contempt actions. In addition to...
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Estate Planning for Families with a Special Needs Child
Kim Martin/Nadler Biernath LLC Kim Martin is an attorney at Nadler Biernath LLC. Her practice focuses on trusts and estates, divorce and guardianship issues, with a specialization in planning for families with a special needs family member. Kim has a Bachelor’s Degree in English Literature from…
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The Benefits of Using a Corporate Fiduciary
Timothy Sheehan/BNY Mellon Tim Sheehan is a Vice President and Senior Wealth Director in the Atlanta office of BNY Mellon Wealth Management. He is responsible for advising affluent families and institutions with their portfolios, trusts, estates, foundations, endowments and retirement plans…
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How Will The New Tax Law Impact Giving To Non-Profits?
Christy Butler Eckoff/Community Foundation for Greater Atlanta Christy Butler Eckoff is responsible for the Community Foundation for Greater Atlanta’s comprehensive planned and major giving programs, Nonprofit Advantage Fund private placement institutional investment vehicle, asset-based giving,...
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Using State Tax Credits to Reduce Your Income Tax Burden
Brian Sengson/Bennett Thrasher Brian Sengson is a Manager in the State and Local Tax practice with Bennett Thrasher. Brian specializes in helping clients reduce their effective state tax rates through multi-state tax planning, state credits, and economic development incentives. Brian also…
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Inherited Property – Resolving Tangled Title
Joann Johnston/Georgia Heirs Property Law Center Joann Johnston is the Legal programs Director with the Georgia Heirs Property Law Center. She spent 10 years working for large Atlanta law firms as a civil litigator. Joann represented clients in complex multi-state litigation and appeals involving...
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How to Help Your Aging Parents Get the Help They Need When They Need It
Kendall Crye/Aging Life Care of Atlanta Kendall Crye of Aging Life Care of Atlanta is committed to helping families provide exceptional quality of life for seniors. With over 16 years of professional experience working with seniors and their families, Kendall understands the delicate balance of...
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Identifying Investment Fraud and Misconduct
Jason Doss/The Doss Firm Jason Doss is the owner of The Doss Firm, LLC, an Atlanta-based law firm devoted to representing consumers across the country in a variety of areas including investment disputes and consumer class action litigation. He has helped recover millions in damages from…
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Long Term Care Insurance: What Is It and Do I Need It?
Harlan Graiser/SignatureFD Harlan Graiser is a Senior Risk Management Consultant at SignatureFD where he helps to assess a client’s risk management portfolio, determine more effective and efficient insurance strategies and select appropriate insurance products for implementation. He works closely...
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Retirement Planning for Overworked Business Owners
Richard Wilcox/CRI Richard has over 25 years of experience in public accounting and has leadership responsibilities in CRI’s tax department. Richard works directly with the tax matters of corporations, partnerships, limited liability companies and individuals. He is involved with privately-owned...
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So We Have a New Tax Code: What Does That Mean For Me?
Scott Harty/Alston & Bird Scott Harty is a partner with Alston & Bird in the Federal and International Tax Group and focuses his practice on complex domestic and cross-border commercial transactions, including taxable and tax-free mergers and acquisitions, joint ventures and corporate...
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Georgia’s New Power of Attorney Law: What Does It Mean For You?
Sarah Watchko/Hill & Watchko Sarah R. Watchko is a partner with the law firm Hill & Watchko, LLC, located in Alpharetta, Georgia. Her practice areas include elder law, estate, and special needs planning, long-term care planning with Medicaid benefits and Department of Veterans Affairs pension...
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Estate Planning for the Problem Child: Dealing with Addiction, Slackers, and Bad Marriages
Mary Galardi/Galardi Law Mary B. Galardi founded Galardi Law 19 years ago and practices in the areas of estate planning, probate and business law. She was elected a Fellow in the American College of Trust and Estate Counsel in 2017. She has been chosen as a Georgia Super Lawyer since 2006 and one...
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Legacy Gifts: Should You Include Your Charities In Your Estate Plan?
Dale Hughes/Jeremiah Originally from Albany, Georgia, Dale grew up “all over” as his father was a career military man, so he thrives in new situations, embraces diversity and ideas, and loves taking on a challenge. A graduate of Emory University (B.B.A., Accounting) and The University of Georgia...
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Financial and Estate Planning Issues Facing Women
Hosts Adam Gaslowitz and Millie Baumbusch discuss “Financial and Estate Planning Issues Facing Women” with Emily Sanders from United Capital and Abbey Flaum with Cohen, Pollack, Merlin & Small. Emily Sanders/United Capital Emily C. Sanders, CPA, is a Managing Director of the United Capital…
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State Income Tax Issues For Residents Relocating To States Without Income Tax
This episode of “Wealth Matters” includes a roundtable discussion about how Georgia residents can address income tax issues when relocating to states that don’t have income tax. Special guests include attorney Richard Litwin and CPA Brian Enlow. Hosted by Robert Port and Millie Baumbusch of...
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Transitioning the Family Business
Gina Miller/Bennett Thrasher LLP Gina Miller with Bennett Thrasher has twenty years of experience consulting on the valuation of equity interests in closely held and publicly traded companies. They offer valuations for a variety of purposes including estate and gift tax reporting requirements,...
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What To Do When It’s Time For Mom and Dad To Move Out Of The House
Hosts Craig Frankel and Robert Port talk with Melissa Benton with Atlanta Senior Advocates and Page Hall with Everything But The House about “What to Do When it’s Time for Mom and Dad to Move out of the House.” Melissa Benton/Atlanta Senior Advocates Melissa’s personal experience in the senior...
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Strategies For Sharing or Transferring the Family Vacation Home
This episode of “Wealth Matters” presents a discussion about the financial impact of vacation homes. Hosted by Robert Port and Millie Baumbusch of Gaslowitz Frankel with special guests Cynthia Duncan of The Bowden Spratt Law Firm and Frank Norton of The Norton Agency. Cynthia Duncan/The Bowden...
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Addressing Real Estate Title Issues
Hugh Wood/Wood & Meredith Hugh C. Wood is a partner in Wood & Meredith, LLP, Atlanta (Tucker) Georgia 30084. Mr. Wood has resolved real estate litigation matters and probate litigation matters for over 2 decades in Georgia. At the intersection of fiduciary litigation and real property litigation,...
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How To Protect Your Kids From Estate Disputes
This episode of “Wealth Matters” offers ways to protect your children from estate disputes. The round-table discussion is hosted by Partners Adam Gaslowitz, Craig Frankel sand Millie Baumbusch. Adam Gaslowitz As a founding partner of Gaslowitz Frankel LLC, Adam Gaslowitz is a fiduciary litigator...
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Making Financial Sense of Your Divorce
Michael Bean/Divorce Sense Michael is a financial professional in the Atlanta area who specializes in evaluating and advising clients on the tax and financial aspects of divorce. With a first-hand understanding of how highly emotional the divorce process can be, Mike is dedicated to lightening…
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Getting Your Family Business Ready For Succession
The things you need to be prepared for when your family business is ready for succession are discussed on this episode of “Wealth Matters“. Michael Blake/Arpeggio Advisors Mike Blake is the founder of Arpeggio Advisors, a boutique business appraisal and corporate strategy advisory firm in…
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Ethical Wills and Value Letters: What Is Your Legacy Other Than Money?
What are Ethical Wills and Value Letters? What will your legacy be, other than money? Attorneys Craig Frankel, Robert Port and Millie Baumbusch answer these questions on this episode of “Wealth Matters”. Craig Frankel/Gaslowitz Frankel Craig Frankel is an experienced litigator who specializes in...
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So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures?
So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures? Adam Gaslowitz and Craig Frankel discuss this topic with their special guests, Carly Howard and Rebecca Cummings. Carly Howard/Atlantic Trust Carly Howard is a senior wealth strategist in Atlantic Trust’s Atlanta office, with...
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Frequently Asked Questions
How many episodes does Wealth Matters have?
Wealth Matters currently has 72 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Wealth Matters about?
A lively and thoughtful discussion about the opportunities and challenges associated with preserving and managing wealth.
How often does Wealth Matters release new episodes?
Wealth Matters has 72 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Wealth Matters?
You can listen to Wealth Matters 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 Wealth Matters?
Wealth Matters is created and hosted by Business RadioX ®.
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