Stewardship Matters Podcast

In this podcast we address two overlooked or hidden taxes for investors.  Recapture Taxes on investment rental properties and Phantom Income on taxable investment portfolios are painful and learn more of what you need to know.     

Stick with me. I have eight smart strategies that can help you legally minimize, defer, or even eliminate those taxes depending on your goals.

The preparation for a crew race and personal legal preparation for estate planning, though fundamentally different activities, share several similarities in terms of strategy, organization, and execution. In this podcast I share some key parallels.

Splitting Heirs is considered a classic read in estate planning. Key themes: wealth transfer, family communication, tax considerations and philanthropy. This podcast I will focus on family communication and the role it plays and some practical examples.

What Is a Securities Backed Line of Credit? Specialized loan on your investments such as stocks, bonds and mutual funds. No 1099 to access funds, puts you in greater control and usually with more favorable rates as well.

We discuss some recent studies on eldercare and its impacts then discuss some practical next steps and lastly some possible solutions.

A codicil is a legal document used to make changes or additions to an existing will without having to rewrite the entire will. Typical updates include: change beneficiaries, update executors, or modify specific requests.   This is educational post and not to be considered legal advice. 

I stumbled upon something small but yet significant to my life and like to share it and some takeaways or lessons.  Unexpected joy in doing something healthy and rewarding and now I love to share this with others.

In this episode, I summarize for you Stephen Covey's 7 habits for highly effective families. I love sharing this with you and trust it will spark ideas and topics for conversation in your family. Be proactive. Begin with the end in mind. Put first things first. Think win-win. Seek first to understand, then to be understood. Synergize. Sharpen the saw.

In this episode, I share 10 key emotional advantages of adding coloring to your activities.  What good is it if we have only financial health and not the other forms of health? Consider again trying coloring for the many benefits on our mental health.