The Keys To Your Legacy with Elijah Keyes

The Keys To Your Legacy with Elijah Keyes, Episode 22 In this episode ofThe Keys To Your Legacy, Elijah Keyes speaks with Saja Raoof, “Border Wall Destroyer,” a business immigration attorney in San Francisco. As the daughter of an "Alien of Extraordinary Ability" she has a special focus on visas for exceptionally skilled foreign nationals who wish to make the United States their home. Tu...

The Keys To Your Legacy with Elijah Keyes, Episode 21 In this episode of The Keys To Your Legacy, Elijah Keyes speaks with Thermon "Rick” Holliday, a Licensed Life & Health Broker specifically focused on Medicare Advantage, Medicare Supplement and Prescription Drug plans in California and 13 other states. Rick provides Medicare plan education, advice, and enrollment for individuals 64 yea...

The Keys To Your Legacy with Elijah Keyes, Episode 20 In this episode ofThe Keys To Your Legacy, Elijah Keyes speaks with Matt Soeth, Executive Director of the Thriving in Games Group and Online Safety Consultant. Matt is also the host of the podcast Safety Is Sexy. Tune in to the episode to hear about: * Common online scams, including phishing, fraud, and identity theft, emphasizing the importanc...

The Keys To Your Legacy with Elijah Keyes, Episode 19 In this episode of The Keys To Your Legacy, Elijah Keyes speaks with Susan Brooksbank, a licensed fiduciary who specializes in Trust and Estate Accountings. Tune in to the episode to hear about * The role and responsibilities of a fiduciary, emphasizing the importance of neutrality, detailed record-keeping, and adherence to trust documents * Th...

The Keys To Your Legacy with Elijah Keyes, Episode 18 In this episode of The Keys To Your Legacy, Elijah Keyes speaks with commercial real estate agent, Carol Ann Flint. Tune in to the episode to hear about: * Carol Ann’s transition from New York to California * The differences between commercial and residential real estate * The intricacies of commercial real estate investments, emphasizing the i...

The Keys To Your Legacy with Elijah Keyes, Episode 17 In this episode ofThe Keys To Your Legacy, Elijah Keyes speaks with Maria G. Guardado, owner of Veridian Mortgage. Maria is a mortgage leader for over 20 years, who has the engineering background to build the right mortgage for your financial goals. Tune in to the episode to hear about: * Maria’s transition from being a mechanical engineer to a...

The Keys To Your Legacy with Elijah Keyes, Episode 16 In this episode of The Keys To Your Legacy, Elijah Keyes speaks with Bill Gross, a real estate professional specializing in probate and host of The Probate Weekly. Tune in to the episode to hear about: * Bill’s journey into the niche market of probate real estate, having realized the challenges that arise from generational wealth transfer, part...

The Keys To Your Legacy with Elijah Keyes, Episode 15 In this episode of The Keys To Your Legacy, Elijah Keyes speaks with Karyn Stiles, a professional fiduciary. Karyn re-joined Lassahn Fiduciary Services in 2019 after her pursuit for her CPA License at a public accounting firm in Mountain View, CA. She specializes in tax administration and planning for trusts & estates, individuals and busin...

The Keys To Your Legacy with Elijah Keyes, Episode 14 In this episode ofThe Keys To Your Legacy, Elijah Keyes speaks with Teemaree, Personal Development Author and Life, Health, and Spiritual Coach. Tune in to the episode to hear about: * The role and value of life coaching and how it can aid in personal and professional growth * The importance of having multiple coaches for different aspects of l...

The Keys To Your Legacy with Elijah Keyes, Episode 13 In this episode ofThe Keys To Your Legacy, Elijah Keyes speaks with The Probate PI, Michael Zwick. Michael is CEO & Investigator-in-Chief at Assets International LLC, an assets location company, licensed and fully bonded Private Investigation agency. Tune in to the episode to hear about: * Michael’s journey from being an attorney to special...

The Keys To Your Legacy with Elijah Keyes, Episode 12 In this episode of The Keys To Your Legacy, Elijah Keyes speaks with Hong Yoo, Director at Redwood Valuation Partners. Hong specializes in business valuations for a wide range of purposes, including tax planning, estate planning, and strategic business decisions. With deep expertise in understanding the true value of businesses and assets, Hong...

The Keys To Your Legacy with Elijah Keyes, Episode 11 In this episode of The Keys To Your Legacy, Elijah Keyes speaks with Ron Ricard, 1031 Exchange Specialist from IPX1031, the largest qualified intermediary company in the United States. Ron brings over 25,000 successful exchanges worth of experience to the table, offering valuable insights into how real estate investors can maximize their return...

The Keys To Your Legacy with Elijah Keyes, Episode 10 In this episode of The Keys To Your Legacy, Elijah Keyes speaks with Matthew Kaing, founder and Managing Director of eSudo Technology Solutions in Silicon Valley. With 30 years of IT and cybersecurity experience, he specializes in helping law firms and small businesses. Matthew is also a co-author of the bestselling book "Managing Your Bus...

The Keys To Your Legacy with Elijah Keyes, Episode 09 In this episode of The Keys to Your Legacy, Elijah Keyes speaks with Sohrab Sangha, Founder of Kismet Real Estate. Sohrab is an experienced realtor and real estate investor who has transitioned from a successful career in equity trading to focusing on real estate investment. His firm specializes in working with real estate investors, guiding th...

The Keys To Your Legacy with Elijah Keyes, Episode 08 In this episode of "The Keys to Your Legacy," Elijah Keyes is joined by Leopold "Lee" Lueddemann, a privacy and intellectual property attorney. Tune in as they delve into the nuances of data privacy, how and when it intersects with intellectual property, and the implications for both individuals and businesses. Lee explains complex concepts lik...

The Keys To Your Legacy with Elijah Keyes, Episode 07 In this episode of The Keys to Your Legacy, Elijah Keyes speaks with Jordan Becker, a former rocket scientist, and now a patent attorney at Perkins Coie LLP. Jordan works in the high-tech space, dealing with intellectual property rights including patents and trade secrets, particularly for the medical devices, software, AI, cybersecurity, and r...

The Keys To Your Legacy with Elijah Keyes, Episode 06 In this episode of "The Keys To Your Legacy," Elijah Keyes speaks with Patty Zerbini, Certified Family Law Specialist and Senior Counsel at Hoover Krepelka, LLP. Patty brings a wealth of experience in dealing with family law, especially in the complexities of blended families and the nuances of family dynamics in legal settings. She offers insi...

The Keys To Your Legacy with Elijah Keyes, Episode 05 In this episode of "The Keys To Your Legacy," Elijah Keyes speaks with Vern Adkins, a seasoned estate planning attorney. Vern shares insights from his diverse career journey, which includes roles in consulting, banking, and trust administration, providing a unique perspective on estate and tax planning. Tune in to the episode to hear about:  *...

The Keys To Your Legacy with Elijah Keyes, Episode 04 In this episode of "The Keys to Your Legacy," host Elijah Keyes speaks with Karen Hahn, a CPA and Certified Valuation Analyst with her own practice specializing in trust taxation. Karen brings over 40 years of experience and shares her expertise in various aspects of taxation and business valuation. Tune in to the episode to hear abou...

The Keys To Your Legacy with Elijah Keyes, Episode 3 In this episode of The Keys To Your Legacy, Elijah Keyes interviews Natalie Oh, an insurance advisor and Principal of Taran Insurance Advisory, who has been helping clients protect what matters most for over 27 years. Natalie specializes in tax-efficient wealth transfer strategies for high-net-worth individuals and collaborates closely with clie...

The Keys To Your Legacy with Elijah Keyes, Episode 2 In this episode of The Keys To Your Legacy, Elijah Keyes speaks with Jon Henderson, Founder and CIO of Echo45 Advisors, a registered investment advisor (RIA). Jon, a seasoned financial planner holding several prestigious designations including CFP, CRPC, and CBDA, offers comprehensive financial planning services with a focus on tax planning and...

The Keys To Your Legacy with Elijah Keyes, Episode 01 In this inaugural episode of The Keys To Your Legacy, Elijah Keyes speaks with Grace Tsang, a realtor with Intero Real Estate in Silicon Valley. Grace is a top-producing real estate agent and a luxury home marketing specialist. Grace's true passion is to help clients make smart real estate decisions that positively transform their lives and...