All Emerald GEMs Podcasts Episodes

Talking to Your Children About the Family Wealth

Libby Turner, CEPA™️ |
Emerald GEMs

Nov. 16, 2021—Wealthy parents often avoid talking with their children about the family wealth. Some may feel the subject is taboo, others may worry that knowledge of an inheritance will negatively affect their kids. However, it is important to have these conversations to prepare your children for the wealth they will inherit.

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Sustaining Wealth Over a Lifetime: Advice for the Next Generation

Rachel Ling, CFP® |
Emerald GEMs

Nov. 2, 2021—Regardless of when you receive an inheritance or earn your income, sustaining wealth over your lifetime takes deliberate planning. It is important to follow a budget that is carefully designed to help you achieve your goals. In today’s podcast, Wealth Planning Analyst Rachel Ling discusses smart budgeting strategies to help your money last throughout your lifetime.

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Asset Protection Planning with Personal Trusts

Jeffrey C. Wolken |
Emerald GEMs

Oct. 19, 2021—Asset protection planning is an important part of financial and estate planning. Certain personal trusts can be used to help safeguard your assets from future creditors and frivolous lawsuits, while other trust structures can be used to help protect your wealth for future generations. In today’s podcast, Jeff Wolken, national director of Delaware Trust Planning, discusses several key measures you can take to help keep your assets safe.

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