Wealth and Law

Recent Episodes

Using Business, Balance & Bliss to Find and Maintain Happiness

Posted November 6, 2023 • 00:23:56

Brent chats with Amy Vetter about using her Business, Balance & Bliss method to identify, manage, and overcome the negative effects of stress. The...

The Future of Planning With Bitcoin and NFTs

Posted October 22, 2023 • 00:31:22

Brent talks about crypto and NFTs. He discusses the unique challenges of planning with these assets, including electronic asset laws, document preparation,...

Tech in the Distributed Private Wealth Practice

Posted October 3, 2023 • 00:26:44

In an era where the digital transformation has made its mark on every industry, how does it influence the realm of estate planning? This episode delves...

Unique Financial Planning for Sex Workers

Posted September 23, 2023 • 00:28:17

Brent chats with Jessica Goedtel about the unique challenges faced when doing financial planning for sex workers. They talk about building trust, creating...

Mastering Stress: Strategies for High-Performing Professionals

Posted September 15, 2023 • 00:31:13

Brent chats with Matt Schmidt about the causes and cures for stress in professional life. They discuss the factors that are causing you stress and how...