Stephen discusses the key benefits of Donor Advised Funds and Foundations with Ryan DeMaria, Director of Business Development at Foundation Source (https://www.foundationsource.com).For a copy of the Music to My Heirs research, go to: https://w

Important Steps to Take When Your Child Becomes an Adult

Sep 26th, 2019 23m 37s

Estate planning attorneys Mary Galligan and her son Michael Galligan https://www.galliganmanning.com/ discuss with Stephen the important legal steps to take when an individual turns 18 and is now considered to be an adult. For a copy of the Mus

How to Reduce Your Chance of an IRS Audit

Aug 30th, 2019 27m 2s

Jason Graham of Andersen Tax, https://www.andersentax.com/people/graham-jasondiscusses with Stephen how to reduce your chance of an IRS audit. Jason Graham, the Office Managing Director of the Houston office of Andersen Tax, has over 19 years o

Umbrella Policies - When It Rains It Could Pour

Jul 25th, 2019 18m 48s

Andrew Bean, Shareholder, and Jennifer Moss, Vice President, of INSGROUP (http://www.insgroup.net/) join Stephen to share their expertise around preparing for life's unexpected risks. For a copy of the Music to My Heirs research, go to: https:/

How to Own a Second Home

Jun 17th, 2019 24m 41s

Tama Klosek of Klosek & Assoc, http://www.kloseklaw.com/ discusses with Stephen how to think through the ownership of a second home. Tama Klosek is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. S

Raising Heir-Do-Wells - Using Philanthropy to Develop Successful Inheritors

Apr 26th, 2019 11m 27s

Stephen Lewis and Meg Holliday discuss an email from a client looking to understand how philanthropy can be used as a training ground for successful inheritors. For a copy of the Music to My Heirs research, go to: https://www.bernstein.com/bern

Four Elements of a Successful Financial Journey

Feb 27th, 2019 16m 18s

Stephen Lewis and Michael Ellington discuss the four necessary elements for a successful financial journey. Michael U. Ellington is the Senior Managing Director of Bernstein’s private client practice. He joined the firm in 1998 and opened the

How to Keep Your Assets but Give Away the Growth

Dec 16th, 2018 17m 8s

Stephen Lewis and Tom Pauloski discuss how wealthy families, worried about giving too much, can benefit from a strategy to keep their assets but give away the future appreciation. Thomas J. Pauloski is a National Managing Director of Wealth Str

Entrepreneurs - Investment Success After Selling a Business

Nov 18th, 2018 30m 45s

Stephen Lewis and Deacon Turner discuss how the most successful business owners invest after selling their companies. Deacon shares the strategies he is recommending to some of the wealthiest entrepreneurs and how to increase their probability

Five Financial Mistakes to Avoid in College

Oct 17th, 2018 20m 35s

Stephen Lewis and Anne Bucciarelli, coauthor of Live Once Plan Often, discuss the top 5 mistakes to avoid when starting college. They share insight about budget neglect, banking fees, credit, saving and how to build wealth early. https://www.be

Music to My Heirs - The Research

Aug 30th, 2018 30m 32s

Stephen Lewis and Matt Palazzolo discuss the research that prompted the writing of Music to My Heirs. Stephen outlines the three pitfalls that destroy generational wealth and how to avoid them. Matt Palazzolo is a Senior Portfolio Manager at AB

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