Estate Planning Made Easy

By David T. Phillips, CEO of Estate Planning Specialists

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Category: Investing

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Episodes: 13

Description

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 source” when it comes to proper estate planning. David has been a featured speaker at a multitude of investment conferences around the globe and a guest on national television including CNN, Fox News, CNBC and Bloomberg. He and his firm are continually recommended by financial newsletter gurus such as Mark Skousen, Forecasts & Strategies, Robert Carlson, Retirement Watch, Dr. David Eifrig, Retirement Millionaire.

With his vast knowledge and experience, each Wednesday, David will share key insights on how to build a powerful, productive posterity through proper estate planning. Archaeologists have proven that the ancient Egyptians were wrong: we can’t take it with us. We all need to have a proper transfer plan in place. David will weekly expose the best strategies, top secrets and tools that will allow you to keep your wealth in the family. In 1994, David, wrote the best-selling book, Estate Planning Made Easy. Thirty years later it is the theme of his new podcast. While the task can seem somewhat daunting and intimidating, estate planning can actually be easy if you know the “how to’s” and the “why’s.” 

Tune in each Wednesday for a new episode of Estate Planning Made Easy with your host David T. Phillips.

Main website link: https://epmez.com
YouTube Channel Link: https://www.youtube.com/@estateplanningspecialists2789
Store link: https://shop.epmez.com/
GWS Newsletter Sign-up Link: https://shorturl.at/zHJOZ


Episode Date
Estate Planning Mistake 7: Improperly Planing Distribution of Retirement Accounts
Aug 28, 2024
How to Leverage $1 today and create $10 for your care later in life!
Aug 21, 2024
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
Jun 12, 2024
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
Jun 05, 2024
The answer to today’s Long-Term Care Crisis – Leveraged Care Solutions
May 15, 2024
Ignoring the Long-Term Care Crisis – Estate Planning Mistake #6
May 08, 2024
The Power of Proper Gifting – Estate Planning Mistake #5
Apr 24, 2024
Estate Planning Mistake #4: Paying too much income and capital gains taxes
Apr 17, 2024
The Dangers of Portability
Apr 03, 2024
I'm the Taxman, and You're Working for No One but Me!
Mar 27, 2024
What is the number one most common estate planning mistake and how to avoid it?
Mar 20, 2024
Were the Ancient Egyptians correct? Can we actually take our assets with us into the afterlife?
Mar 13, 2024
The Official Trailer for Estate Planning Made Easy
Mar 06, 2024