The Art of Successful Wealth Transfer With $3.5 trillion expected to be passed on in the next decade, how can families ensure their legacy is protected across generations? In this episode of Speaking of Wealth, Naomi Simson is joined by Josephine Hanna, National Head Ultra High Net Wealth at Commonwealth Private, Katherine Karcz, Partner at KPMG Australia , and Clare Hesbrook, Partner at Hall & Wilcox, to explore: >How to navigate wealth transfer from a tax and legal perspective >Common mistakes families make and how to avoid them >The role of professional advice in preventing disputes and confusion This episode is filled with practical insights and guidance from wealth transfer experts. Listen now: Spotify https://lnkd.in/gWgXjkMf Apple Podcast https://lnkd.in/gk9KiByK
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🎙️ NEW PODCAST EPISODE FAQ Compilation Debt Collection vs Pre-Litigation What is Retention of Title? We answer two more FAQs that credit professionals ask time and again. Learn when to choose debt collection vs pre-litigation — and understand your rights around Retention of Title clauses. 💬 Clear, educational, and empowering. 🎧 Listen now: ▶️ Spotify: https://lnkd.in/eU3dctHN 🍏 Apple: https://lnkd.in/ehvaPSvd 📺 YouTube: https://lnkd.in/eXiCkZx8 #debtcollection #creditcontrol #constructionlaw #retentionoftitle #TopServicePodcast #minimisedebtmaximisecash
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What’s behind Australia’s record-breaking year for class actions? In the latest KWM Podcast, Partners Peta Stevenson and Moira Saville unpack the key findings from The Review: Class Actions in Australia 2024/2025, exploring the data, decisions and emerging trends defining one of Australia’s most dynamic areas of litigation. Listen to the full conversation or read the report here: https://lnkd.in/g8RSxK25 Apple: https://lnkd.in/g4mn4y9C Spotify: https://lnkd.in/gWd836S8
Class Actions in Australia 2024/2025
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🎙️ Latest Podcast Episode Just Dropped! In Episode 42 of The Wealth Amplifier, Matt, Aaron, and Patrick break down what the new OBBBA tax legislation really means for high earners and pre-retirees and how it ties into everything from AI to government shutdowns. We cover: • 2025 tax and SALT cap changes • Mutual funds vs. ETFs and surprise distributions • Takeaways from recent investment conferences (AI, alternatives, valuations, “bubble talk”) • What’s signal vs. noise in today’s markets • Plus, Aaron’s latest Philly hoagie review 🥖 🎧 Watch or listen now. 📺YouTube: https://hubs.ly/Q03TcbLZ0 🍏 Apple Podcasts: https://hubs.ly/Q03Tc9Mt0 🎵 Spotify: https://hubs.ly/Q03TcfNj0 Disclaimer: This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this communication to be investment advice, and the information presented in this communication should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results. This information is not intended to be legal or tax advice.
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In this episode, Jason Henderson, Ph.D, an Authorized IBC Practitioner from Logan, Utah, shares how embracing the Infinite Banking Concept (IBC) brought him financial clarity, family flexibility, and lasting control over his money. Jason’s story began with a desire to build a stronger financial foundation for his children. After reading Nelson Nash’s book, he reached out to Nelson personally - a conversation that reshaped his understanding of wealth and inspired a lifelong mission to help others do the same. This episode offers a powerful, firsthand look at the IBC journey from one of its earliest and most dedicated practitioners. Watch or listen using the links below: YouTube: https://lnkd.in/eTxvbNQT Apple Podcasts: https://lnkd.in/eBpBs7Vh Spotify: https://lnkd.in/e4dQvKNR
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What happens when there’s no neutral state to enforce social order? In many fragile states, politics replaces policy as the organising principle of governance. But understanding these dynamics can unlock more realistic pathways for reform. On this episode of the Flywheel Economics Podcast, we explore the art of governing without guarantees and what it means for aid, reform, and resilience. Listen now: https://lnkd.in/eqNAMWbz
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Want to keep corporate wealth within your family without triggering taxes? See how properly structured segregated funds can enable your ownership to roll over from generation to generation, ensuring a smooth and tax-efficient wealth transfer. Tune in to Episode 7 of the Onvisor Podcast with guest Mark Pahwa to learn more. Link in bio. #WealthPlanning #EstatePlanning #SegregatedFunds #FamilyWealth #FinancialAdviser #CanadianFinance #GenerationalWealth #TaxEfficiency #AssetProtection #HighNetWorth #SuccessionPlanning #WealthManagement #InvestmentStrategies #FinancialFreedom
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For divorced or separated parents, the FAFSA question of “who fills it out?” can get complicated. Here’s the rule: It’s the parent who’s provided the most financial support in the past 12 months. Not necessarily who claims the student on taxes or where the student lives most of the time. We break down how this works and other FAFSA tips in one of our latest podcast episodes 🎧 Listen here: https://hubs.li/Q03PY3Yk0
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🎙 New Episode of The Freshly Squeezed Podcast 🍊 In this week’s episode of the ARC Analytics podcast, I sat down with Ian Bell, CEO of PCS and one of European securitization’s leading voices on regulation and policy. With reforms to the securitization framework now moving full steam ahead, there was a lot to unpack, from insights on the EU Parliament’s ECON hearing and the views shared by key trade associations, to how PCS continues to shape the conversation through its Symposia series across Europe. Ian also shared his personal journey and why, after more than a decade in law, he decided to take the leap into the world of rating agencies and policymaking. Click here for the link: https://lnkd.in/e2iKasUw Or here to listen on Apple: https://lnkd.in/epe-C6_b Or here to listen on Spotify: https://lnkd.in/eKXsE-5y
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In Episode 6 of the Money Made Human podcast, host Gayle Adnyana chats with Nick Money, co-founder and a director of the Swoboda Research Centre, which supports credit unions across the UK and Ireland through research, ideas, and networks they need to grow, innovate, and better serve their members. Founded in 2017 by Nick, Paul Anthony Jones PhD, and the late Ralph Swoboda, the centre fills a unique gap in the sector, helping credit unions plan for the future and strengthen their impact. Nick reflects on his journey from the Co-operative Bank in the 1990s to his work today advancing social change, organisational purpose, and collaboration across the movement. Some highlights from the episode: 📘 The origins and mission of the Swoboda Research Centre 🤝 How research and collaboration support credit unions across the UK and Ireland ❤️ Why credit unions matter to society today Listen here: Apple Podcasts: https://lnkd.in/e8ia63bv Spotify: https://lnkd.in/eayDp7uQ YouTube: https://lnkd.in/eERrN_Hm #MoneyMadeHuman
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Your money plan shouldn't feel like a punishment. It took me years to figure this out: the best financial plans are simple, flexible, and actually fit your life. Here's what works in 90 days: • Track spending for 2 weeks (no judgment) • Pick ONE financial goal to focus on • Set up automatic transfers • Review progress every Sunday The goal isn't perfection—it's progress that sticks. What's the one money habit you want to build this month? Watch the podcast on YouTube: https://lnkd.in/gvgRRpwv #MoneyPlan #FinancialGoals #BudgetingTips #MoneyHabits #PersonalFinance #FinancialFreedom #MoneyManagement #SmartSpending #FinancialProgress #MoneyMindset
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