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 GEMs podcast series to help you plan for life’s major events.
Often, financial conversations focus on wealth accumulation. However, sustainability is also an important consideration at each stage of your financial life. It requires planning, discipline of following a budget, and the ability to adapt your plan as your life changes. In this episode, Laura Russo, senior wealth & fiduciary planning analyst for Wilmington Trust’s Emerald Family Office & Advisory®, offers her insights on creating a financial plan that is built to last.
Disclaimer
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