Estate Planning Podcast

Real Estate Syndication with Stephanie Walter https://lifeblood.live/wp-content/uploads/2021/11/stephanie_walter_FINAL9q1q7.mp3 Real Estate Syndication with Stephanie Walter LifeBlood REI: We talked about real estate syndication and multifamily investing. We discussed Stephanie’s entrepreneurial journey, her first experiences in real estate with purchasing single home investments, getting burned as a landlord, losing money, dealing with headaches [...]

International Tax and Estate Planning with Brent Nelson http://lifeblood.live/wp-content/uploads/2021/09/Brent_Nelson_FINAL_61j34.mp3 International Tax and Estate Planning with Brent Nelson On this show, we talked about the estate and tax planning considerations for people living in or owning assets in more than one country, how a little bit of planning goes a long [...]

Love in the Time of COVID with Sara Davison http://lifeblood.live/wp-content/uploads/2021/09/Sara_Davison_2_FINAL.mp3 Love in the Time of COVID with Sara Davison On this show, we talked about how divorces often spike after extended periods of time around family, how to manage our emotions during challenging times, and how to talk to loved [...]

Protecting Yourself with Scott Smith http://lifeblood.live/wp-content/uploads/2021/09/Scott_Smith_FINAL.mp3 Protecting Yourself with Scott Smith On this show, we talked about the main things you should be thinking about in order to protect your financial situation and how you should be protecting your assets with Scott Smith, Attorney and CEO of Royal Legal Solutions.  [...]

Protecting Your Assets with Brian T. Bradley http://lifeblood.live/wp-content/uploads/2021/09/Brian_Bradley_2_FINAL.mp3 Protecting Your Assets with Brian T. Bradley On this show, we talked about how litigation has become a multi-billion dollar business, the difference between theoretical and practical authority and what a super creditor is with Brian T. Bradley, Principal Attorney at Bradley [...]

Planning Documents with Diane Weinberg http://lifeblood.live/wp-content/uploads/2021/09/Diane_Weinberg_FINAL.mp3 Planning Documents with Diane Weinberg On this show, we talked about the legal documents needed to protect seniors and those who have special needs, the risks we face if we don’t have them and how they all fit together with Diane Weinberg, attorney of [...]

Rebalancing with Sheryl Rowling http://lifeblood.live/wp-content/uploads/2021/09/Sheryl_Rowling_FINAL.mp3 Rebalancing with Sheryl Rowling On this show, we talked about what it means to rebalance investments, the benefits it brings and how it applies to asset allocation as well as asset location with Sheryl Rowling, CPA, PFS, Head of Rebalancing at Morningstar and the Principal [...]