Hosted by Pete Williams · 🇺🇸 US · EN · 12 episodes
Established thought leaders with verified media credentials.
This podcast is about everything wealth: from building it to saving it to investing it and ultimately to passing it on through an estate plan. My name is Pete Williams. I have been in the estate and investment business for over 40 years. I would like to share my experiences, provide my knowledge and guide you in the journey from wealth creation through wealth transfer.
Pete Williams hosts Radio Pete's Wealth Talk, a business show with 12 episodes published.
Federal Gift and Estate Taxes are applied on the transfer of wealth during life (Gift Tax) or at death (Estate Tax). Beneficiaries should be aware of these taxes as, after all, these and other taxes, ultimately can lower
Often a trust leaves inheritance to beneficiaries in a structured, or delayed, payout instead of an all-at-once payout on the death of the Settlor. But, there is often language in the trust allowing the Trustee to make e
In this episode of Revocable Living Trusts we get into some of the mechanics of trust administration post-death. The named successor trustee steps into the shoes of the decedent Settlor and now manages the trust property
Continuation of a discussion of RLTs. In this episode we look at some of the terms and tax ramifications of the trust. While the trust is under the control of the Settlor/Creator while they are alive and well, it is impo
This episode introduces the Revocable Living Trust ("RLT") which is often the centerpiece of modern estate plans. I talk about how they are created and who the parties are in this three-party entity.
The episode explores the concept of a testamentary trust, its creation, structure, duration, distribution, comparison with living trust, and tax ramifications. It provides insights into the purpose, benefits, and legal a
We wrap up talking about the probate process and point out that the beneficiary has a right to question or protest actions by an Executor or Administrator; but, that it must be done very carefully.
In this Episode of "Books for Beneficiaries" we delve into the specifics of what goes on in a Probate once an Executor/Administrator has received their charging orders ("Letters"). Consolidating assets, identifying and p
Probate. Part 1 of a series on navigating the probate process. In this first of the series, we introduce terms and how the Executor (or Administrator) acquires their power to handle a probate estate.
In this episode we drill down to explain some of the nuanced lingo of financial and estate planning. Today we ask "What is a 'Pour Over Will', a term that when you first hear it may not be immediately obvious. If you are
The conversation explores how the wealthy make a living, focusing on the buy, borrow, die strategy as a wealth preservation and tax minimization approach. It delves into the buy phase, borrow phase, and die phase, highli
Sponsor detection runs nightly. Check back soon.
No public pitch examples yet for this show.
Generate your own personalised pitchBased on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
Radio Pete's Wealth Talk has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.
Radio Pete's Wealth Talk is hosted by Pete Williams. The show is categorised under business and has published 12 episodes.
Radio Pete's Wealth Talk has published 12 episodes.
Radio Pete's Wealth Talk regularly covers business. It sits in the business category.
Radio Pete's Wealth Talk is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Radio Pete's Wealth Talk hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Radio Pete's Wealth Talk average 16 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Radio Pete's Wealth Talk's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 4 days ago.