Wealth and Law

Recent Episodes

Money Stories

Posted July 22, 2020 • 01:00:21

Brent and Rachel are joined by Eugenie George to discuss money stories, creating a financial wellness plan, and diversity and race in the financial...

The Insiders Take on Investment Management

Posted July 15, 2020 • 00:55:17

Brent and Rachel are joined by Ken Morris, CFA, CFP, to discuss investment management, the differences between financial planning and investment management,...

Episode 16: The Power of the Step-Up in Basis

Posted July 8, 2020 • 00:44:38

Brent and Rachel sit down with Kim Paskal to discuss how a step-up in basis at death can be used advantageously in partnerships and S-corps. Learn...

Episode 15: The Role of Technology in A Distributed Workforce

Posted July 1, 2020 • 01:00:32

Brent and Rachel chat with Allison Duffy, the President and CEO of Silverado Technologies, about transitioning to a distributed workforce in the age...

Episode 14: CARES Act Retirement, Qualified Improvement Property, and NOL Changes

Posted June 24, 2020 • 00:54:14

Brent and Rachel speak with the wonderful Nicole Harrigan about significant changes to the retirement account rules, the rules relating to qualified...