Wealth and Law

Recent Episodes

Income in Retirement: Financial Planning for Life 2.0

Posted July 7, 2021 • 00:42:41

Planning for retirement is one thing. But planning during retirement is another. This week on the Wealth & Law Podcast, Brent and Rachel are joined...

Cross Border Investing and Retirement Planning

Posted June 30, 2021 • 00:46:58

This week, Brent and Rachel bring back Shiraz Ahmed to talk about cross border investing and retirement planning. They discuss the similarities and...

Medicaid and Long Term Care Planning

Posted June 23, 2021 • 00:39:52

This week on the Wealth & Law Podcast, Brent and Rachel are joined by Emily B. Kile to discuss Medicaid and long term care planning. They get into...

Hawaii Tax Planning

Posted June 16, 2021 • 00:37:00

This week, Rachel and Brent talk with Andrea Carr about tax planning in Hawaii. They cover the basics of Hawaii income tax and talk about the many traps...

What’s in the Green Book?

Posted June 9, 2021 • 00:44:12

This week Brent is joined by special co-host Gary Fletcher to discuss the Biden Administration’s “Green Book” (or budget proposal). They focus...