Sam

Triple Crown Legacy Planning - Financial Awareness

Education EN ↓ 3 episodes

Discover the essentials of securing your family's future with "Legacy Planning - Financial Awareness," where we delve into strategies for effective wealth management and estate planning. Join us to gain insights from industry experts, ensuring your legacy is both lasting and impactful.

Author

Sam

Episodes

Financial Literacy, Roth Strategies, and Preparing for 2026 17.04.2026 26:45

In this episode, Sam Kirkendohl highlights the importance of financial literacy, especially during Financial Literacy Month. Drawing from his work with the Society for Financial Awareness, Sam breaks down: The difference between Traditional vs. Roth IRAs Why Roth IRAs offer tax-free income advantages How Roth conversions can help manage future taxes Key strategies to prepare for potential 2026 tax...

Estate Planning Made Simple: Protect, Plan, and Prepare for What’s Next 25.03.2026 10:27

In this episode, Sam breaks down why estate planning is essential, especially when it comes to avoiding probate. He explains how probate, a government-controlled process, can be costly, time-consuming, and public, often taking six months to over a year while exposing your estate to potential risks like scams. Sam covers how you can bypass probate, protect your privacy, and ensure your assets are d...

Introduction and Estate Planning 16.02.2026 5:57

Welcome to my new channel dedicated to Financial Education and Wellness in the Workplace. As a Society For Financial Awareness (SOFA) Guest Speaker, we will cover topics ranging from Tax and Retirement Planning to Stress in The Workplace. Make sure to subscribe so you never miss an episode and register below for our upcoming SOFA Sponsored event Estate Planning Made Easy on Thursday Feb. 19th Noon...