PitchCentric
Savvy Estate Planning podcast artwork

education

Savvy Estate Planning

Hosted by Jim Cunningham · education · EN

Apple PodcastsWebsite

About this Podcast:

This podcast will dive into talks about estate planning, trust administration, tax strategies, business planning, and more. Hosted by Jim Cunningham, each episode unravels the complexities of protecting your legacy — with insights, real-life stories, and examples to help you plan for the future with confidence. Whether you’re an entrepreneur, a family decision-maker, or just curious about securing your wealth, this podcast is your go-to guide for navigating life’s most important legal and financial decisions.

Pitch Analysis

Required Pod Score for this podcast. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.

Contact path

Verified email

Booking probability

35%

Guest openness

Selective

Verified email on file
80/100
Required Score

Sign up to generate a grounded pitch for Savvy Estate Planning.

Signup to Generate a Pitch

Questions about Savvy Estate Planning

What is Savvy Estate Planning about?

This podcast will dive into talks about estate planning, trust administration, tax strategies, business planning, and more. Hosted by Jim Cunningham, each episode unravels the complexities of protecting your legacy, with insights, real-life stories, and examples to help you plan for the future with confidence.

Who hosts Savvy Estate Planning?

Savvy Estate Planning is hosted by Jim Cunningham. The show has published 171 episodes to date.

What has Savvy Estate Planning covered recently?

Recent episodes include "How Business Owners Create Big Deductions: Defined Benefit Plans" (20 October 2026, 53 minutes), "Should You Consider Converting a Large 401(k) or IRA to a Roth?" (29 September 2026, 48 minutes), and "Is Co-Tenancy a Solution to Prop 19 Problems?" (22 September 2026, 74 minutes).

How often does Savvy Estate Planning publish?

Savvy Estate Planning publishes roughly weekly, with episodes averaging 58 minutes across 171 episodes.

How hard is it to get booked on Savvy Estate Planning?

Booking probability for Savvy Estate Planning is 35%, and the host is rated Selective on guests. Savvy Estate Planning requires a Pod Score of 80 or higher. Savvy Estate Planning's contact route on record: verified email.

Who should pitch Savvy Estate Planning?

The strongest fits for Savvy Estate Planning are Law & Legal Services and Accounting, Tax & Payroll. Savvy Estate Planning has an education audience and around 39,000 subscribers on YouTube.

About the host

Jim Cunningham hosts Savvy Estate Planning, an education podcast with 171 episodes published.

Verified host email: ████████@████.comSign in to unlock →

Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

View More
  • Aug 25, 202641 minS2

    Business owners need a living trust and succession plan to protect the company, family, employees, and wealth when life takes an unexpected turn. Book a Call at https://www.cunninghamlegal.com/book- ... For more on this...

  • Aug 11, 202649 minS2

    Parents and homeowners: help protect your family, home, and legacy. Discover why a living trust is a must! Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, living trusts, and...

  • Aug 4, 202654 minS1

    More retirees ask the same question: “Should I stay in California or should I retire in Texas?” On paper, Texas may look cheaper with no state income tax and lower home prices. Book a Call at...

  • Jul 21, 202655 minS3

    How do you retire comfortably while still helping your children financially? Book a Call at https://www.cunninghamlegal.com/book- ... for advanced tax planning, retirement planning, and estate planning. CHAPTERS Watch...

  • Jul 7, 20261h 22mS1

    At this level, estate planning is no longer just about avoiding probate. It becomes a sophisticated balance of tax planning, asset protection, business succession, and preserving wealth across generations. 👉 Book a...

  • Jun 30, 20261h 16mS1

    Who really needs a living trust? A living trust can help you avoid probate, maintain privacy, and create a clear plan for managing your assets if you become incapacitated. 👉 Book a Call at...

  • Jun 23, 20261h 4mS1

    What happens to debt after death? Learn who pays, what creditors collect, and how estates, trusts, spouses, kids are protected. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for answers on...

  • Jun 16, 20261h 16mS1

    Build a $15M estate plan that protects your spouse, shields your kids’ inheritance, and reduces taxes while creating impact! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to protect your...

  • May 26, 202652 minS3

    <p>Unlock the secrets of asset protection & avoid lifting the corporate veil in our must-see webinar led by attorney Jim Cunningham. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for attorneys...

  • May 19, 202624 minS4

    <p>Income tax from house property, income tax from salary, income tax from rental property, generation-skipping, and inheritance taxes, could all become a death tax to your heirs! 👉 Book a Call at...

Recent guests

Recent guests on Savvy Estate Planning. Study who booked and why before you pitch.

J

Jim Cunningham

attorney & certified specialist, Greenville Cycling and Multisport

f

financial advisors from Ascent Wealth Management

Ascent Wealth Management

i

insightful financial advisors

Ascent Wealth Management

R

Ray Olmo

TRUST-CFO

Best industries to pitch Savvy Estate Planning for

PitchCentric classifies Savvy Estate Planning under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.

Similar Podcasts

Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.

Podcasts like Savvy Estate Planning

Is this podcast yours and you'd like to remove or correct details? Request removal or email privacy@pitchcentric.com.

Questions about the free trial? See the pricing FAQ