No Unfinished Business Podcast

In this episode of the No Unfinished Business Podcast, we delve into the often-overlooked but vital topic of Intellectual Property (IP) for businesses and entrepreneurs. We're joined by Jim Hart, a seasoned trademark attorney, who breaks down the complexities of IP into digestible nuggets of wisdom. 🔑 Key Topics Covered: The Four Types of Intellectual Property: We kick off by outlining the four m...

John Strohmeyer sits down with mortgage investment expert, Dan Deppen of Fusion Notes, to dive deep into the niche world of mortgage note investing. With rising interests in alternative investments, mortgage note investing offers an avenue that not many have ventured into. In this episode, we uncover the ins and outs of this fascinating domain. Episode Highlights: Introduction: Dan Deppen explains...

In this episode of the No Unfinished Business Podcast, we dive deep into the challenges faced by the Sandwich Generation—individuals caught between caring for their aging parents and their own children. Our guest, Mikey Newton of Maxim at Home, sheds light on the role of non-medical companions in ensuring older adults age gracefully in their own homes. Listen in as we discuss the early warning sig...

In this insightful episode, we dive deep into the intricate and sometimes misunderstood world of premarital agreements with family law attorney, Kathryn Pruitt. With 30 years of experience, 19 of which focused on family law, Kathryn sheds light on an array of prenup issues. The Necessity of Prenups: Discover why any individual with assets should consider a premarital agreement and how it doesn't a...

John recently joined Mike Jesowshek on his Small Business Tax Savings Podcast to talk about the looming changes that businesses will face under the Corporate Transparency Act.  Corporate transparency is coming. It is a huge issue, and everyone needs to be ready for it. So if it sounds like we're spending a lot of time talking about it, well, it's because we are.  We want to ensure everybody has he...

As an estate planning and probate attorney, I know the challenges that come with finding and securing assets for a loved one's estate. This week, we sit down with Leah Del Percio, the founder of Trustate, to discuss the ways advisors can make their clients' assets easier to find and manage for their families.  We dive into the complexities that arise when individuals pass away, leaving behind an a...

Have you or your client accrued equity in your home? How can homeowners get the most out of that equity and use it in a way that suits their own unique situation? Join us in this enlightening episode as we sit down with expert mortgage lender, Jen Hernandez. Amidst skyrocketing house prices and growing home equity, we delve into the different strategies homeowners can employ to make the most of th...

In this episode of No Unfinished Business, we delve into the finer points of business valuation. Our guest, Amber Widener, a seasoned business appraiser, shares her deep insights on why and when to consider a business valuation, how they can impact business decisions, and why it's essential to hire the right professional. She explains why having an outside appraiser provides a credible number that...

This week on the No Unfinished Business Podcast, we delve into the intricacies of disability insurance denials and how professional advisors can guide their clients towards making informed decisions. We welcome Marc Whitehead, an experienced attorney with a robust practice dedicated to handling disability denials. Marc takes us through the labyrinth of disability insurance, explaining the three ty...

How can you plan for your pets after you're gone, and what happens if you don't? In this episode, we sit down with Shelby Roquemore, a passionate animal welfare advocate with Houston's Rescued Pets Movement, to discuss the importance of estate planning and transition planning for pet owners.  We start by shedding some light on what happens to pets that get left behind. There is a prevalent animal...

When it comes to business owners and their retirement planning, there isn't a one-size-fits-all approach. In this episode, we speak with Elijah Lopez, a financial advisor at Manske Wealth, who emphasizes the importance of tailoring retirement plans to individual businesses, and the options available out there. We discuss the process of working closely with not just clients, but also their attorney...

The guardianship process can be legally confusing and emotionally challenging for families. This week's No Unfinished Business is perfect for advisory professionals seeking to better understand guardianship and better serve their clients in need. We are joined by probate and guardianship attorney Adri Graves, who navigates the complex world of guardianship. We cover key topics such as incapacity,...

Do you or your clients ever feel overwhelmed by the different types of life insurance policies out there? With so many options to choose from, it can be difficult to know where to start. This episode's guest gave me the best description of the basics of life insurance and how to choose the most appropriate policy I'd ever heard. Our guest is insurance expert Preston Sartelle, Founding Principal of...

Planning for long-term care, whether expected or unexpected, can be very tricky business. It can be difficult to understand the myriad policy types, payout structures, and benefit levels available on the market today. Our guest, Wallis Wilkinson Tsai, is here to demystify the world of long-term care insurance for you and your clients. She gives us her Seven Questions to Ask About Long-Term Care, a...

When a trust with significant assets is left to loved ones, things can get tricky and conflict can arise. Especially when the trustee is part of the family or the assets are complex. A corporate trustee could be the solution to this potentially explosive situation. Beth Owens is a Trust Officer at American National Bank & Trust, and an expert on the role a corporate trustee can play and how they c...

As we plan for loved ones aging, families have as many options as they do questions when it comes to care management at home. Whether your family member or client is currently in need of care, or you're just thinking about the future, you need to know what levels of service exist, and when to start considering in-home care. Our guest is Laura Cook, VP of Strategic Partnerships at Family Tree Priva...

Do you own or advise a corporation, limited liability company (LLC), limited partnership, limited liability partnership, limited liability limited partnership, or business trust? If so, be alert. There's a new federal filing requirement coming. The Corporate Transparency Act is Coming - what is it? Back in 2021, Congress passed a new law called the Corporate Transparency Act (CTA) that requires co...

If you are an advisor from attorney to CPA to financial advisor, you need to consider periodic or event-based beneficiary reviews across your clients' portfolios. There are major benefits from these reviews of beneficiaries and insurance policies that may uncover other financial opportunities (for you and the client) and huge potential pitfalls for your clients or their families. Our guest is Eliz...

Do you or your client have a life insurance policy that has makes increasingly less sense? Perhaps your circumstances have changed, the costs have gone up, or you just want to have cash instead. Don't let a life insurance policy lapse or be surrendered without learning about Life Settlement and whether that policy qualifies. Life Settlement Market you can sell your life insurance on an exchange fo...

If you've ever bought or sold real estate, you know that risks and complexities abound. Whether you are investing in real estate or purchasing your own home, there are some simple, straightforward rules of thumb that will help guard you from the most common mistakes that people make in the process. Our guest is real estate attorney Cassie McGarvey, Founder & Principal at McGarvey PLLC. She joins t...

Family-owned businesses present huge and unique challenges when it comes time to pass the business on. Without a succession plan in place, those challenges can create enormous conflict for families - usually the exact opposite of the founder's intent. Our guest this week is Steve Caton, Managing Partner at Patron Partners, LLC. He has over 35 years experience creating and implementing succession p...

Clients often become their own roadblock to success. Professional advisors and attorneys often have trouble getting clients to do things like finalize their documents, make tough decisions, update old documents, or just set their beneficiary designations. If this sounds familiar, we've got tips for you. Our guest this week is Justin Miller, attorney, professor, and Partner and National Director of...

How do we dispel the notion that estate planning is a one-time, single-document endeavor? How can we effectively serve clients who have no immediate estate planning drafting need, especially when the billable hour model may discourage the entire process? Griffin Bridgers is an attorney, educator, and thought leader in the estate planning, tax, and wealth management spaces. Griffin is the owner of...

Do you have a client who's a beneficiary of a trust? Are you or your client a current or future trustee? Are you a fiduciary who's dealt with beneficiaries of all sorts?  Our guest, Chris Burt, attorney and Shareholder at BoyarMiller, joins us to deliver some great tips on avoiding the pitfalls that lead to conflict in a trustee/beneficiary relationship. Chris has years of experience in this field...

Should you be concerned about embezzlement within your company? Are you certain your financial processes are secure? Can you imagine the devastation it might cause? Nobody likes to think it could happen to them, but embezzlement and misappropriation of funds can happen on any scale, in any sized firm. Luckily, we have some straightforward ways we can identify or prevent it before it starts. Our gu...