In this episode, Tammi and Rick discuss the cost(s) of an estate plan. Typically, clients “shop” advisors refer to an attorney price based on the cost...
Finding the "Right" Attorney
Rick shares his experience as head of the National Network regarding what makes a successful estate planning attorney. He covers what clients and advi...
The Impact of the Upcoming Election on Estate Planning
There are significant differences in the approaches that will be taken in the future depending on election results. Rick examines the three most likel...
Estate and Financial Planning—What’s at Stake in this Year’s Election!
Rick and Tammi discuss the dramatically different positions of the Trump and Biden campaigns regarding estate and income tax planning. The impact of a...
Thoughts On Retirement Plan Distribution After the SECURE and CARES Act.
Keep an open mind as you approach distribution planning after the two major Acts passed in the past few months. Trusts remain a viable and valuable op...
More Thoughts on Impact of Pandemic on Estate Planning Opportunities
Rick shares his thoughts regarding pandemic issues, including impact on the future for clients and professionals alike as we reach the turning point o...
Transaction Trapped Thinking
Rick Randall shares his insights during quarantine: He talks about the podcast, how he was doing many webinars, and explains about transactional think...
Virtual Planning During COVID
Today’s world is all around technology. Going virtual is the solution for businesses during the pandemic. Rick and Tammi talk about the impact of work...
Time To Think: The Quality of Independent Thinking with Nancy Kline
If you want to learn more about the thinking process you should listen to this podcast. Rick Randall interviews Nancy Kline, who is an author, teacher...
Episode 001: Who Are These People?
An innovative leader in the Wealth Reception Planning Movement, Rick Randall, develops and teaches concepts, tools, and systems designed to help clien...