In episode 2, Eric Dostal breaks down the role and responsibilities of an executor, covering the emotional, legal, and financial aspects of managing an estate after someone's passing.
In this episode, host Mike Delgass is joined by Heather Flanagan and Rich Yam to discuss how families can support a loved one financially without putting benefits like Medicaid at risk.
Our panelists focus on helping you build a strong financial foundation with guidance on creating a budget, managing debt, balancing saving and spending, and establishing an emergency fund.
In Episode 2 of Collecting with Confidence, Oliver Pursche and Caroline Schmidt explore the intersection of passion and prudence in art collecting, and the importance of buying art you love while making smart decisions to protect your investment.
Tune in to this episode as host Oliver Pursche and guest Ruth Mannes as they explore the transition from buying occasional pieces to curating a meaningful collection.
Whether you're just getting started or looking to strengthen your understanding, listen to our panel of experts as they cover the building blocks of investing.
In Episode 1 of Navigating Estate Administration, start your journey with host Eric Dostal, financial advisor at Wealthspire Advisors, as he introduces the emotional and practical challenges of being an Executor.
In the first episode of Navigating Special Needs Planning, we introduce the series and the deeply personal and professional connections that fuel this work at Wealthspire.
In this episode, Liz Summers breaks down a recent Supreme Court ruling that changes how buy-sell agreements funded with life insurance are treated for estate taxes.
