Legacy Leaders Podcast

Mitigating Tax Rate Risk: Our Approach and Strategies We Use The majority of U.S. retirement savings are in pre-tax accounts. However, excessive savings in tax-deferred accounts can lead to costly hidden interactions during retirement. In this episode, Chip discusses who is most affected by this risk and shares valuable insights and strategies to mitigate tax rate risk.

Planning for Retirement:The 7 Retirement Risks Planning for retirement involves many considerations. In this episode, Chip highlights the seven most common retirement risks and shares his approach to managing them effectively. Tune in for valuable insights and strategies to secure your financial future.

Meet Chip. Join us as we introduce Chip Bloch, the newest member of our financial planning team at Ascent Advisors. Discover more about Chip's experience and how he helps our clients through a comprehensive financial planning process.

Market Update: Livestock Facilities Adam will talk through factors that impact value on livestock facilities. Compeer Website: www.compeer.com/appraisal Compeer Monthly Newsletter Signup: https://pages.compeer.com/AppraisalEnewsletteroptin.html?_gl=1*1hl96l1*_gcl_au*ODczNDA1NjM5LjE3MzEzNDk3ODY.

Appraisal and Assessed values are oftentimes misconstrued as synonymous terms. However, that is certainly not the case and Adam will explain the differences. Compeer Website: www.compeer.com/appraisal Compeer Monthly Newsletter Signup: https://pages.compeer.com/AppraisalEnewsletteroptin.html?_gl=1*1hl96l1*_gcl_au*ODczNDA1NjM5LjE3MzEzNDk3ODY.

There are several different types of valuation products available. Adam will discuss how these products differ and share some tips on how to select the appropriate product to ensure you are getting the desired results you are looking for. Compeer Website: www.compeer.com/appraisal Compeer Monthly Newsletter Signup: https://pages.compeer.com/AppraisalEnewsletteroptin.html?_gl=1*1hl96l1*_gcl_au*ODcz...

We will take look at historical land value trends, what the market is doing today and what to watch for going forward. Compeer Website: www.compeer.com/appraisal Compeer Newsletter Signup .

Tina will provide examples and scenarios that be relate to a similar situation you are in and it may uncover an area where it may be of benefit for you to have a life coach. Tina will also talk through what an engagement might look in connecting with Tina and Discover You Coaching.

Tina will discuss how assessments, for example the enneagram in particular, impact coaching, and allows you to take it one step further in your personal growth and understanding.

We know we have access to an abundance of professionals who can aid us in many different aspects of our life, Tina will provide more context in comparing how coaching differs from counseling, mentoring and consulting. Tune in as we explore the differences and further define what coaching truly is.

Tina has partnered with Ascent to offer Life and Leadership coaching. Have you ver felt like you need help getting unstuck on something? A good life coach is similar to having a great mentor, but taking it one step further in working alongside you to discovery your own answers and developing an action plan to uncover your true potential.

With family business there can be challenges that may feel insurmountable. If you are open to exploring solutions you can always find a way to overcome family differences and struggles.

Considerations for when it makes sense to get a full appraisal and when to consider a Broker Price Opinion (BPO) to explore land values.

Outside of business investments, how to think about diversifying your savings options.

An overview of 1031 exchanges and the options that you may be able to utilize outside of land purchases.

An introduction to our perspective of artificial intelligence.

Discussing the importance of being aware of your mental health state and outlining a simple breathing technique that can be done anywhere to reframe your mind.

As we build on the previous two sessions regarding Estate Planning, in this episode we cover what it means to be "over the limit". We will introduce options you may consider exploring to limit your Federal Estate tax exposure.

As a follow up to the kickoff Estate Planning Limits session, in this episode we discuss where the Federal Estate limit is and what it might mean for you if you fall under the limit.

As you think about your Estate there may be some considerations depending on how much personal wealth you accumulate during your lifetime. We will set the stage for what you should be considering as you think about Estate Planning.

An overview of historical farmland returns and considerations for purchasing farmland.

There are continuous seasons in a business’ cycle, and the season in which your business starts the process of transitioning to another generation is something that takes time. Not only will it be important for each member to consider what this all means for them, we also need to be sure we are also evaluating the state of readiness for the business, to be sure the business is set up for success a...

Legacy, is something that is passed on, however it can take many forms. A legacy may be of one's faith, ethics and core values, it is not only monetary of assets. A Legacy may come from one's character, reputation and the life you lead, setting an example for others and to guide their futures.

Discussion around knowing our limitations and finding ways to rejuvenation. We all have parts of our work life that we do not enjoy or just have to do, but how do we find ways to do more of what we love and that fills us with the energy to get through the rest of our work load.

Discussion surrounding organizing revenue and expenses in order to extract more information for the team. Highlights to include subgrouping under current chart of accounts and level of details including unit costs to help team members better negotiate prices, act on risk management, and understand margins. Further discussion surrounding evaluation of invoices and statements and when to capitalize...