The Financial Huddle
The Financial Huddle
Podcast Description
We know dealing with your finances can be a challenging and emotional topic, which is why we thought it was time to bring some clarity to the subject. With all of the confusion and conflicting information out there about money and financial planning, this podcast aims to cut through the clutter with real, honest, to-the-point financial conversations. You won't find any fluff here - just quick, bite-sized insights and real discussions about financial topics that may impact you. And of course, we'll throw in a bit of fun and some sports trivia!Hosted by Certified Financial Fiduciaries and partners at Keystone Financial Group, Ed Beemiller, Ryan Fleming, and Brian Minier, The Financial Huddle aims to bring you clarity, confidence, and conversations around money that you can relate to.Tune in today and make sure to subscribe to be notified of future episodes!----------------------------------------------------------------------Disclosure:Information contained in this podcast is for entertainment and informational purposes only, and should not be considered as financial advice. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”), an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Keystone Financial Group and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.
Podcast Insights
Content Themes
The podcast centers on themes of financial literacy, personal finance, and money management. Episodes aim to demystify complex financial topics, such as budgeting, investing, and retirement planning, with examples like 'What is our Why?' addressing the importance of financial education and the hosts' motivations. The focus is on actionable insights that listeners can implement immediately in their financial lives.
We know dealing with your finances can be a challenging and emotional topic, which is why we thought it was time to bring some clarity to the subject.
With all of the confusion and conflicting information out there about money and financial planning, this financial podcast aims to cut through the clutter with real, honest, to-the-point financial conversations. You won’t find any fluff here – just quick, bite-sized insights and real discussions about financial topics that may impact you. And of course, we’ll throw in a bit of fun and some sports trivia!
Hosted by Certified Financial Fiduciaries and partners at Keystone Financial Group, Ed Beemiller, Ryan Fleming, and Brian Minier, The Financial Huddle aims to bring you clarity, confidence, and conversations around money and finance that you can relate to.
Tune in today and make sure to subscribe to be notified of future episodes!
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Disclosure:
Information contained in this podcast is for entertainment and informational purposes only, and should not be considered as financial advice. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”), an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Keystone Financial Group and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.
$84 trillion is set to change hands, and countless families are less prepared than they may think. We talk through the Great Wealth Transfer and a real question behind it: will your family inherit wealth, or inherit problems that cost time, money, and relationships?
We start with why money conversations may feel taboo and how that silence can turn into “deer in the headlights” moments when a parent passes or becomes incapacitated. From there, we break down the estate planning essentials that keep your wishes in control: having a will, deciding when a trust makes sense, and putting powers of attorney and healthcare directives in place before it is too late. We also explain why beneficiary designations on retirement accounts, brokerage accounts, and life insurance can override a will, making outdated forms one of the most potentially expensive mistakes families can make.
Then we get into the tax landmines. Inherited IRAs are not automatically tax free, and the SECURE Act 10-year rule can force big distributions right when you are in your highest earning years. We cover how step-up in basis works for taxable brokerage accounts, why account type matters, and how proactive tax planning like Roth conversions may reduce the burden you pass on to your kids.
If you want a clear, practical checklist for legacy planning, estate planning, and inheritance tax planning, press play. Subscribe, share this with a family member, and leave a review with the one topic you want us to tackle next.
Sources:
https://www.salesglobe.com/the-great-generational-wealth-transfer/
https://www.comerica.com/insights/wealth-management/wealth-preservation/great-wealth-transfer.html
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Disclosure: Information contained in this podcast is for entertainment and informational purposes only, and should not be considered as financial advice. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”), an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Keystone Financial Group and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.
Disclaimer
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