No Unfinished Business Podcast

Women have unique issues during and after a divorce - not that men don't have this, but on the aggregate, women are hit especially hard. What are these issues, and how can you, as an advisor, help address them? Molly Ward is a Certified Divorce Financial Advisor (CDFA), and has years of experience guiding women through divorce and other financial planning matters. Molly explains why divorce attorn...

Are you an advisor whose eyes glaze over when your client starts talking about their crypto portfolio? Don't know where to start when thinking about their crypto tax liability? Our guest, Matt Metras, is the owner of MDM Financial Services in Irondequoit, NY. He has been practicing since 2003 and specializes in bookkeeping and taxation for cryptocurrency clients. He's here to clear up some misconc...

Do you or your client have a collection, artwork, or valuable that you're not sure how to valuate? What's the right process for insuring it or addressing it in an estate plan? Our guest, Jennifer Jones, is the SVP/Senior Director of Trusts, Estates and Valuations at Phillips Fine Art Auctioneers. She knows all there is to know about appraising and planning for art and collections. She's here to gi...

We know that certain clientele warrant certain privacy considerations. These days, it's increasingly hard to actually keep someone's name, address, contact info, or even asset data away from the public online. Whether it's you personally, your high-net-worth client, or even your child or grandmother, sensitive and personal data is available to almost anyone - so how do we deal with that? Jim Motto...

What you *don't* know about Medicare and Medicaid could be a dangerous blind spot when advising certain clients. The maze of Medicare and, particularly, Medicaid options out there can be dizzying, but we want to get you knowledgable enough to competently help your clients who use these services. Angela Odensky of Odensky Law is an expert in planning for elder and long-term care. She joins us to ex...

We know that specific professional clients have even more specific needs, concerns, and behaviors. Dental professionals are no exception. So what do you need to know to advise them like an expert? Our guest this week is Boyd Shepherd, founder of Legal Dental. Boyd started his career as a dentist, and eventually transitioned to practicing law, focusing his specialty on helping dental professionals...

Most professional advisors know that digital assets are a growing consideration for clients looking to plan for their futures and estates, but there's a lot that goes into protecting a client's digital goods. Lee Poskanzer of Directive Communications joins us to discuss how you can approach the process of planning for a digital estate, and the myriad issues that often arise. Digital assets play by...

In our continuing quest to enlighten you, a professional advisor, and eliminate your blind spots, I've asked labor and employment law attorney Brett Holubeck of Fisher Phillips to join us.  Brett is here to help demystify the common issues we encounter regarding employment law and explain the big points we need to know about this area of the law.  There are many ways that advisors can run into emp...

Welcome back to the No Unfinished Business Podcast. This week, I want to give you a breakdown on trusts. Many clients (and even some planning professionals themselves) have misconceptions about how trusts work and what they can and can't do.  They're not magical money-hiding shelters, but they are powerful tools that can direct money to go exactly where and to whom you want it to. And with the rig...

Welcome to the No Unfinished Business Podcast! There are a thousand different ways your clients can leave unfinished business, but no single advisor can address every issue. Let's face it, even after decades in a particular practice, you still have blind spots that your professional training and experience can't address. We're here to help professional advisors focused on individual clients - like...