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.

Episodes

19 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....

April 07, 2025 • 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...

February 06, 2025 • 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...

January 15, 2025 • 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...

January 14, 2025 • 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...

December 10, 2024 • 27:23

Two Big Mistakes Many Times Seen in Trusts

How can you ensure your legacy is safeguarded for your children and future generations? Today on Wealth for Generations, Todd Whatley and Ian Weiner unpack two critical components of trusts and estate planning to help you protect your family's ...

September 27, 2024 • 28:45

Maximizing Business Value: Expert Strategies for a Profitable Exit and Legacy Planning

Unlock the secrets to maximizing your business's value with insights from our special guest, Barbara Taylor, a renowned business consultant and broker. In this episode of Wealth for Generations, we promise to equip you with invaluable strategie...

August 13, 2024 • 41:39

The Terminal Dollar: Redefining Financial Success - Beyond Security to Significance

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 ...

July 23, 2024 • 21:52

Revolutionizing Senior Healthcare: In-Home Medical Advancements and Financial Health for a Lasting Legacy

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 tho...

March 30, 2024 • 32:52

Fostering Growth and Collaboration in Bentonville's Business Scene

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, ...

March 30, 2024 • 28:02

Navigating Estate Planning: How to Protect Your Wealth with Trusts and Asset Preservation Strategies

Discover the safeguards for your hard-earned assets with expert guidance from certified elder law attorney Todd Whatley and certified financial planner Ian Weiner. Prepare to fortify your family's future as we unravel the complex world of irrev...

March 09, 2024 • 30:29

Questions to Ask when Crafting a Thriving Retirement: Strategies for Wealth, Tax Planning, and Intentional Living

Discover the keys to a prosperous and fulfilling retirement with us, Todd Whatley and Ian Weiner, as we delve into the essence of what it takes to retire with confidence. Joined by seasoned experts, we'll unravel the complex tapestry of retirem...

January 14, 2024 • 44:08

Processes and Pitfalls: Financial Planning and Building Generational Wealth

Unlock the secrets to generational wealth and astute financial planning with Todd Whatley and Ian Weiner, as your guides. Brace yourself for a deep dive into the critical importance of having a structured financial plan to navigate the treacher...

January 14, 2024 • 23:19

Episode 1. Introducing Ian and Todd. Who are we and what we Plan to Do.

Embark on a transformative journey to secure not just your wealth but your family's financial legacy, as we, Todd Wattley and Ian Weiner, combine forces in a candid conversation that will redefine your approach to wealth management. With backgr...

January 14, 2024 • 28:32