Wealth and Law

Recent Episodes

Should You Have a Podcast?

Posted February 28, 2023 • 00:22:18

Brent chats about whether having a podcast is a good idea.

He shares how to think about starting one, the equipment he uses, and generally gives...

US-China Estate Planning

Posted February 15, 2023 • 00:40:28

Brent chats with Tony Yu about estate planning for Chinese clients. They talk about the culture, what motivates investments in the US, and special considerations...

Dumb TikTok Trends

Posted February 7, 2023 • 00:19:52

Brent discusses some of the less wise “advice” circulating on TikTok recently, including MPI (maximum premium insurance), 401(k)s as a hoax, using...

Alternative Uses for FLPs

Posted January 25, 2023 • 00:24:16

Brent chats with Rachel Sass about alternative ways to use family limited partnerships (FLPS) beyond gifting and estate tax planning. They discuss (1)...

Financial Planning and Fly Fishing

Posted January 18, 2023 • 00:31:33

Brent chats with Doug Nelson about how financial planning is just like fly fishing. They analogize the two, including picking the correct fly, preparing...