Episodes
Friday Oct 09, 2020
Terms and Concepts, Wills, Trusts and Aging Parents
Friday Oct 09, 2020
Friday Oct 09, 2020
Attorney Michael Menlove, insurance agent Natalie Haertlein, and certified financial planner and wealth advisor Kathleen Nemetz join in a 19 minute discussion about terms and concepts adult children need to know, when working with their parents on estate plans. The podcast is the first part of a two episode series, hosted by Sharing Wisdom About Wealth, a community organization. The professionals are based in Prescott, Arizona.
Friday Oct 09, 2020
Friday Oct 09, 2020
A short, twenty minute rundown on what adult children need to know about their parents's estate plans, before crises occur. Discussion includes focus on problems that can arise as aged parent transition from independence to dependency, and navigate problems with elder financial abuse. Panel discussion format with attorney Michael Menlove, insurance agent Natalie Haertlein, and certified financial planner and wealth partner Kathleen Nemetz. Hosted by Sharing Wisdom About Wealth, a community group, in Prescott, Arizona.
Part 1 of this series addresses basic terms and concepts in estate planning, when considering the needs of aging parents.
These episodes are meant to educate and inform, not to provide prescriptive advice. Please consult with a professional expert about your own situation before acting upon the concepts shared.
Friday Jul 10, 2020
You, your Ex and the IRS, Tax Impacts of Divorce
Friday Jul 10, 2020
Friday Jul 10, 2020
Three professionals - a CPA, a family law attorney, and a certified divorce financial planner - join in a 30-minute discussion about how to manage taxes in divorce negotiations. Speakers are David Snyder, CPA; Stephanie Willison, family law attorney; and Kathleen Nemetz, MBA, CFP®, CDFA®, Stratos Wealth Partners. Hosted by Women On Money (TM) a community organization.
Friday Jun 19, 2020
Divorce: Which Assets to Split
Friday Jun 19, 2020
Friday Jun 19, 2020
Podcast discussion by CPA David Snyder, attorney Stephanie Willison and Certified Divorce Financial Analyst Kathleen Nemetz of the comparability of various assets couples may have, when adjusted for taxes or liquidity considerations. About 30 minutes. Hosted by Women On Money (TM) a community organization sponsoring talks by women, for women, on money-related topics.
Thursday Jun 04, 2020
Divorce and What It Will Cost
Thursday Jun 04, 2020
Thursday Jun 04, 2020
Three professionals weigh in on the costs to expect in a divorce process. They discuss the documents required and how to get organized, and share some basic definitions of terms and insights. The speakers include a family law attorney, a certified divorce financial analyst and a CPA.