Bringing Simplicity Back to Investing
In a world of noise and distraction, there is a trend in “Bringing Simplicity Back To Investing.” RICK FERRI and I talk about why it’s important for investments and why it’s important for individuals. You’re going to leave here understanding a new framework for looking at your investment portfolio …
Stewardship, Responsibility, and the Next Generation of Wealth
In this episode of The Mack Podcast, Brian Adams sits down with Frazer Rice, Director of Family Office Services at Next Capital Management, to discuss what happens after trusts and estate plans are established. Their conversation explores how families can prepare beneficiaries to understand wealth,…
THE NEW CEO SOCIAL MEDIA PLAYBOOK
The New CEO Social Media Playbook: Communications Strategies in the Digital Age for the Modern CEO. In this episode, TED MERZ from Principals Media discusses the seismic shifts in corporate communications, exploring how CEOs can build authentic visibility in a rapidly evolving digital landscape, …
Choosing a Trustee: Why Naming Your Kid May Be a Mistake — Marguerite Lorenz
Choosing a Trustee: Why Naming Your Kid May Be a Mistake — Marguerite Lorenz
Short answer: Naming your child as trustee, executor, or agent under your power of attorney is the default choice for most American families — and it is frequently the wrong one. In this episode of Wealth Actually, host F…
Founder Succession Roadblocks
When the Title Changes but the Authority Doesn’t: Family Business Succession with Paul Edelman
Most family business succession plans fail not because the legal structure is wrong, but because authority never actually moves. In this episode of Wealth Actually, Frazer Rice talks with Paul Edelman, P…
250 Years of American Compounding with Meb Faber
Fire the Whole Investment Team: Meb Faber on 250 Years of American Compounding and Why CalPERS Can’t Beat a 60/40 allocation
https://youtu.be/9lBYkG4J2sY
A dollar invested in the U.S. stock market in 1800 is worth roughly $200 million today, and Meb Faber says the giant pension funds paid to…
AI, Digital Identity, and Estate Planning
What happens to your voice, image and online accounts after you die? In this episode of Wealth Actually, I welcome back NATALIA PARKER and TATYANA THURSTON of DEXIT to discuss digital identity and estate planning in the age of AI.
https://youtu.be/MdnUcekE-08
The issue is bigger than recover…
Wealth, Legacy, and the Founder's Dilemma with Frazer Rice
In this episode of Still Building, Michael sits down with long-time friend, author, and wealth advisor Frazer Rice to talk about what it actually takes to preserve and protect multi-generational wealth.While traditional wealth management often focuses purely on investments and tax planning, Frazier…
PRIVATE PLACEMENT LIFE INSURANCE
Private Placement Life Insurance (PPLI) is a life insurance policy used as a tax-efficient wrapper for long-term investments. It works best for families who have money they will never spend, who can commit about $10 million in premium, who hold the policy in an irrevocable trust, and who are willin…
Estate Planning At Marist College, October 14, 2017
Seg 1
John Genn
Seg 2
Stewart Glenn
Seg 3
Frazer Rice
Seg 4
Ita Rahilly CPA
Seg 5
Sally Cross
পডকাস্ট সার্চ ইঞ্জিন
আপনি আমাদের ওয়েবসাইট ব্যবহার করতে পারেন3,821,606পডকাস্ট এবং195,390,899পর্বগুলি মানুষ, স্থান, বা বিষয় দ্বারা অনুসন্ধান করতে৷
I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
সম্পাদনা
পডকাস্ট ডেটাবেস আপ টু ডেট রাখতে সাহায্য করার জন্য আপনাকে ধন্যবাদ।
