The Wealth Transfer Podcast
As much as 84 Trillion dollars worth of US assets - wealth - will transfer to younger generations over the next 20 years, but the received value of those assets may be significantly less. Whether its taxes, poor management, or just plain moth and rust, estate values are affected by unforeseen threats. On the wealth transfer podcast, we examine and breakdown the best strategies for leaving a financial legacy to the next generation. We look at accessible strategies for the every day man and advanced planning for the ultrawealthy. We talk to advisors, attorneys, planners, and prognosticators to dig up how you can protect your estate and have the most for future generations.
Episodes
In this episode, Matt Templeton is joined by Bob Bridges, Principal at VALUE Incorporated, for a deep dive into how business valuations actually work—and why they are foundational to estate planning, wealth transfer, charitable giving, and exit strategy decisions.
Bob brings more than 20 years of experience valuing closely held businesses, partnerships, and complex assets for estate planning, mergers and acquisitions, litigation, a...
Planning the future of your business isn’t just about selling at the right time — it’s about protecting your life’s work, aligning your advisors, reducing risk, and setting your family up for multi-generational success.
In this episode, Matt sits down with Luke Britt, CLU®, RICP®, Practice Director of Advanced Planning at Level Four Financial, where he serves ultra-high-net-worth families and business owners with integrated estate ...
Today on The Wealth Transfer Podcast, Matt Templeton sits down with trust and estate administrator Sarah Lashua (American National Bank & Trust) to unpack one of the most overlooked — and most emotionally charged — areas of wealth transfer: what really happens after you’re gone.
If you’ve ever wondered how to keep your kids from fighting, how to structure your estate so it's actually easy to administer, or why corporate trustee...
Today on The Wealth Transfer Podcast, Matt Templeton sits down with Jonathan Meaney — Senior Vice President and Wealth Manager at Carter Financial, CFP®, Accredited Investment Fiduciary, and 25-year advisor to high-net-worth families.
This episode cuts through the noise around “financial planning” and breaks down what real planning looks like: comprehensive strategy, long-term decision-making, and aligning assets with actual life g...
Every heirloom tells a story — but when it’s time to settle an estate, those stories can be lost unless someone knows how to uncover them.
In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Tonya Adam, founder of When Pigs Fly Estate Sales & Auctions, to talk about the emotional, logistical, and even spiritual side of estate transitions.
With over 17 years of experience managing fine estates, luxury c...
What happens when your heirs live abroad? Or when a death or divorce turns your financial world upside down?
In this episode, Matt Templeton sits down with Adam Keller, a Certified Financial Planner™ and founding partner of Three Oaks Advisory Group, to explore how strategic financial planning can transform wealth building, retirement preparation, and generational transfer. Adam brings two decades of experience serving clients acro...
What happens when siblings feud over millions… or 120,000 acres of ranch land… or who controls the family business?
In this episode, host Matt Templeton sits down with David Johnson, fiduciary litigator and author of FiduciaryLitigator.com. As a partner at Winstead PC, David handles some of Texas’ most complex disputes over trusts, estates, family businesses, and elder exploitation.
From heartbreaking elder abuse cases to strategie...
How do you protect your wealth—and your family—from unnecessary taxes, infighting, or outright disaster?
In this episode, host Matt Templeton sits down with veteran CPA Nancy K. Phillips, who brings more than 35 years of experience in estate tax, trusts, and inheritance planning. Nancy has helped families untangle multi-generational estates, testified in IRS disputes, and trained other CPA firms in how to handle the most complicate...
What really happens when the IRS comes knocking on an estate? In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with one of the country’s most respected tax attorneys, Joel Crouch, to unpack the red flags, missteps, and missing documents that trigger audits—and the proven strategies families and advisors can use to avoid them.
Joel has defended estates against IRS scrutiny for 36 years. He’s a partner at Mead...
What if the way you transfer real estate today could make—or break—your family’s future relationships?
In this episode, Matt Templeton is joined by Dan Ihara, founder of the Real Estate Planner Network and Hawaii’s #1 real estate agent, to unpack how families can protect their assets, prevent estate battles, and avoid unnecessary capital gains taxes through intentional real estate planning.
Dan shares how he created a niche that no...
If you’ve built real estate wealth and are now wondering how to unlock that equity without triggering massive tax bills—or how to simplify life as you approach retirement—this episode is for you.
In this deep-dive conversation, Matt Templeton is joined by Jon Taylor of JRW Investments to explore how investors can use advanced tools like 1031 exchanges, Delaware Statutory Trusts (DSTs), and even 721 exchanges into REITs to reduce ma...
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