Wealth For Generations
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.
Podcasting since 2024 • 19 episodes
Wealth For Generations
Latest Episodes
Tax Time Bombs in Your IRA: We Have a Tool to Defuse Them Before They Explode on Your Heirs
We introduce our new tax calculator tool that reveals how much of your retirement accounts will go to taxes over your lifetime, helping you understand the true impact of tax obligations on your 401(k), IRA, and other qualified accounts....
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21:53
Navigating Tax Changes: Protecting Your Wealth and Legacy After 2025
Understanding taxes is crucial for effective wealth management. In this episode, we explore four key types of taxes: estate, gift, capital gains, and income tax, offering insights into strategies to minimize liabilities and maximize your wealth...
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28:23
Reflect, Adjust, Push Forward: Crafting Your Financial Legacy and Achieving SMARTER Goals
This episode explores how to make the most of the new year by reflecting on past achievements, aligning financial strategies with long-term goals, and implementing bite-sized plans for growth. Through a structured approach, listeners are encour...
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22:08
Mastering the Market: Balancing Risk and Security for Lasting Wealth and Empowerment
What happens when the stock market feels like a thrilling rollercoaster ride, and you're not sure when to get off? Join us as we explore the exhilarating world of investing with Todd Whatley, a certified elder law attorney, and Ian Weiner, a ce...
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23:45
Taxes, Tariffs Planning For Success In The Trump Era.
Brace yourself for a groundbreaking discussion on the financial and political tremors following the seismic 2024 election: Donald Trump is back in the White House. We promise to navigate the tangled web of reactions—from the ecstatic to the anx...
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27:23