GEMs Podcast
GEMs Podcast
Podcast Description
The Wilmington Trust GEMs podcast series to help you plan for life’s major events.
Podcast Insights
Content Themes
The podcast covers a range of financial planning themes including estate planning, tax reform, charitable giving, and wealth education. Specific episodes discuss topics such as the impact of the SECURE Act 2.0 on retirement planning, strategies for engaging family in estate planning, and understanding state residency rules for tax purposes, providing listeners with actionable insights and relevant financial knowledge.

The Wilmington Trust Get Educated in Minutes podcast series is designed to help you prepare for life’s major financial milestones. Tune in for expert insights on wealth management, estate planning, and retirement strategies—all in just minutes.
Estate planning isn’t just about transferring assets—it’s about preserving your wealth and values for future generations. One powerful way to do this is through philanthropy. Giving back can teach financial literacy, instill gratitude, and create a shared sense of purpose within your family. In this episode, Alexa Broida, family legacy advisor for Wilmington Trust’s Emerald Family Office & Advisory®, explores three practical strategies to use charitable giving as a tool for family education and unity, so your legacy can thrive for years to come.

Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.