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  • Splitting Heirs- Estate Planning Insights by Ron Blue

    Splitting Heirs- Estate Planning Insights by Ron Blue
    2025/04/29
    Splitting Heirs is considered a classic read in estate planning. Key themes: wealth transfer, family communication, tax considerations and philanthropy. This podcast I will focus on family communication and the role it plays and some practical examples.
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    8 分
  • SBLOC

    SBLOC
    2025/04/14

    What Is a Securities Backed Line of Credit? Specialized loan on your investments such as stocks, bonds and mutual funds. No 1099 to access funds, puts you in greater control and usually with more favorable rates as well.
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    5 分
  • Eldercare, Next Steps and Some Solutions

    Eldercare, Next Steps and Some Solutions
    2025/03/17

    We discuss some recent studies on eldercare and its impacts then discuss some practical next steps and lastly some possible solutions.
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    11 分
  • What is a Codicil and How It Benefits You

    What is a Codicil and How It Benefits You
    2025/02/11
    A codicil is a legal document used to make changes or additions to an existing will without having to rewrite the entire will. Typical updates include: change beneficiaries, update executors, or modify specific requests. This is educational post and not to be considered legal advice.
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    6 分
  • My Sprouting Lesson

    My Sprouting Lesson
    2025/01/28

    I stumbled upon something small but yet significant to my life and like to share it and some takeaways or lessons. Unexpected joy in doing something healthy and rewarding and now I love to share this with others.
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    4 分
  • 7 Habits of Highly Effective Families

    7 Habits of Highly Effective Families
    2025/01/03

    In this episode, I summarize for you Stephen Covey's 7 habits for highly effective families. I love sharing this with you and trust it will spark ideas and topics for conversation in your family. Be proactive. Begin with the end in mind. Put first things first. Think win-win. Seek first to understand, then to be understood. Synergize. Sharpen the saw.
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    4 分
  • One Activity That Enhances Good Mental Health

    One Activity That Enhances Good Mental Health
    2024/12/30
    In this episode, I share 10 key emotional advantages of adding coloring to your activities. What good is it if we have only financial health and not the other forms of health? Consider again trying coloring for the many benefits on our mental health.
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    4 分
  • Book Summary on Rich Kid Smart Kid

    Book Summary on Rich Kid Smart Kid
    2024/10/31

    In this podcast, I summarize a popular book that came out several years ago by author Robert Kiyosaki called Rich Kid Smart Kid. Cover 7 key points and I close with some practical advice from my own experience.

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    7 分