Wealth For Generations  Por  arte de portada

Wealth For Generations

De: Todd Whatley
  • Resumen

  • Dive into the essentials of wealth management with Ian Weiner and Todd Whatley on Wealth For Generations. This podcast brings you concise, expert insights on investment strategies, retirement planning, Estate Planning and financial well-being. This dynamic team of a Certified Financial Planner and Certified Elder Law Attorney are perfect for anyone from beginners to seasoned investors, our episodes focus on empowering you with the knowledge to make informed financial and estate planning decisions. Join us for clear, friendly guidance to navigate your financial future with confidence.

    © 2024 Wealth For Generations
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Episodios
  • The Terminal Dollar: Redefining Financial Success - Beyond Security to Significance
    Jul 23 2024

    Ever wondered if you’re managing your wealth for maximum impact and fulfillment? Find out how to transform your financial perspective by exploring the concept of the "terminal dollar" with our experts, Todd Whatley and Ian Weiner. This episode challenges you to rethink your financial goals once you've achieved security, delving into the essential uses of money—spending, investing, and giving away. Todd and Ian guide you through the mental shift that comes with assessing your financial journey, offering practical advice and real-life client stories to help you overcome lifelong frugal habits and make meaningful decisions about your surplus wealth.

    Imagine valuing your time more than your money and prioritizing joy over obligations. We discuss how to strategically delegate tasks to reclaim your time for activities that truly matter. Personal anecdotes illustrate how letting go of certain chores can lead to a more fulfilling life. We also tackle generational differences in spending and saving mindsets, and the advantages of witnessing the benefits of your gifts to family members while you’re alive. Ultimately, this episode empowers you to gain clarity in your financial decisions and use your money as a tool to enhance your life and legacy. Don’t miss out on these transformative insights!

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    22 m
  • Revolutionizing Senior Healthcare: In-Home Medical Advancements and Financial Health for a Lasting Legacy
    Mar 30 2024

    Discover the transformative impact of in-home medical care for the elderly with Dr. Lazarte, a trailblazer in this revived practice. Experience a captivating conversation that uncovers the profound benefits personalized healthcare brings to those over 85 with chronic conditions. With Dr. Lazarte's insights, we delve into how this approach not only enhances patient well-being but also allows for a deeper understanding of their daily lives. By providing care in the patient's own home, we see a decrease in hospital-acquired infections and enjoy the luxury of extended visits that ensure no aspect of the patient's health is overlooked.

    The role of technology in elder care is nothing short of revolutionary, and this episode isn't shy about showcasing it. Wearable biometric devices are now at the forefront, offering continuous monitoring of vital signs that can signal caregivers to changes before symptoms become apparent. Through real-world examples, Dr. Lazarte demonstrates the potential for these advancements to change lives. Additionally, we address the crucial need for clear communication within the home setting, revealing the true picture of medication adherence and lifestyle, which in turn informs better diagnoses and more effective treatments.

    Wrapping up, we tackle the weighty issue of caring for high-need, high-cost patients in the U.S. healthcare system. I share my practice's innovative strategies for home-based care, emphasizing the urgency for healthcare reform to protect our nation's financial health. As we conclude, we pivot towards your financial well-being, offering guidance for achieving prosperity and building a lasting legacy. For more resources and insights into safeguarding your future, remember to visit our website and subscribe.

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    33 m
  • Fostering Growth and Collaboration in Bentonville's Business Scene
    Mar 30 2024

    When Jasmine Rara made the trek from the sun-kissed coast of Southern California to the community-centric landscape of Bentonville, Arkansas, her journey became more than a change of scenery—it became a story of transformation and empowerment, especially for women entrepreneurs. Tune in as Jasmine, from the Greater Bentonville Chamber of Commerce, takes us through the evolution of the Business Women's Conference, now a powerful quarterly series, and reflects on the shifts of adapting to a new environment that many of us face. Her insights are rich with the spirit of collaboration and the importance of building a supportive ecosystem for those planting new roots.

    As we navigate the growth spurts of our own communities, it's the stories of small businesses, the enhancements in public services like Ozark Regional Transit, and the passion projects like the Bentonville Moves Coalition that keep us intrigued. I'll share my own enchanting discovery of Arkansas's four seasons and outdoor marvels, mirroring the community's embrace of change and development. Through a conversation about the Chamber of Commerce's role in this dynamic landscape, we uncover the gym-like approach to maximizing membership benefits, the ins and outs of connecting entrepreneurs, and the Chamber's fresh visions for a high-touch future. Join us for this episode where the personal meets the communal, and inspiration meets actionable insights.

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    28 m

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