Estate Planning Made Easy: Marriage Podcast
David T. Phillips
Estate Planning Made Easy, is a podcast hosted by David T. Phillips, CEO of Estate Planning Specialists. With 52 years of estate planning experience, David is recognized nationally as “the...
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Latest Podcasts
Estate Planning Mistake 7: Improperly Planing Distribution of Retirement Accounts
August 28, 2024In today’s podcast, David Phillips discusses the blessing and the curse of building and leaving your Qualified Accounts, like your IRA or…
How to Leverage $1 today and create $10 for your care later in life!
August 21, 2024In this episode David Phillips, CEO of Estate Planning Specialists shares some exciting investor news. First he tells the story of his…
Estate Planning Mistake #7 continued: Estate shrinkage due to investment losses. How to insulate your wealth from all risk and guarantee an inheritance. Special guest: Todd Phillips, President of Estate Planning Specialists
June 12, 2024In this podcast, David Phillips continues his discussion about wealth strategies and retirement savings with Todd Phillips, the author of the book…
Estate Planning Mistake #7: Estate shrinkage due to investment losses. How to insulate your wealth from all risk and guarantee an inheritance. Special guest: Todd Phillips, President of Estate Planning Specialists
June 5, 2024In this podcast, David Phillips discusses wealth strategies and retirement savings with Todd Phillips, the author of the book “The Future Retirement…
The answer to today’s Long-Term Care Crisis – Leveraged Care Solutions
May 15, 2024David T. Phillips introduces the answer to today’s Long Term Care Crisis – Leveraged Care Solutions. The old styled Long Term Care…
Ignoring the Long-Term Care Crisis – Estate Planning Mistake #6
May 8, 2024In this week’s episode I will explain what is Longevity Risk. I will also reveal what is the number one Longevity Risk…
The Power of Proper Gifting – Estate Planning Mistake #5
April 24, 2024By law every American can gift $18k annually, to anyone they want, completely gift, estate and income tax free. Many are reluctant…
Estate Planning Mistake #4: Paying too much income and capital gains taxes
April 17, 2024Logic would tell us, if we simply plod through life, ignoring any legal opportunities to pay less income and capital gains taxes,…
The Dangers of Portability
April 3, 2024For centuries, an estate planning attorney was solely an attorney that represented clients before a probate judge, in an effort to maximize…
I'm the Taxman, and You're Working for No One but Me!
March 27, 2024Since the beginning of civilization, it has been very difficult for a king to keep his castle and kingdom for any great…
