
If you own a business and you are still paying taxes like an employee, something is wrong. Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for Business Planning, Tax Planning, and High Net Worth...


education
Hosted by Jim Cunningham · education · EN
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.
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
Sign up to generate a grounded pitch for Savvy Estate Planning.
Signup to Generate a PitchThis 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.
Savvy Estate Planning is hosted by Jim Cunningham. The show has published 171 episodes to date.
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).
Savvy Estate Planning publishes roughly weekly, with episodes averaging 58 minutes across 171 episodes.
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.
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.
Jim Cunningham hosts Savvy Estate Planning, an education podcast with 171 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

If you own a business and you are still paying taxes like an employee, something is wrong. Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for Business Planning, Tax Planning, and High Net Worth...

Should you consider a Roth conversion? For many high income earners, the better question is whether they can afford not to. Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for advanced tax...

Episode #115
Few California property owners realize that there an additional exemption called Co-Tenancy exclusion that may be an even better solution to property tax reassessment, including the changes made by Proposition 19. Book...

Learn how to sell a law firm, plan your retirement, and hand off your legal practice without leaving clients or value behind. Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help with selling a...

What does trust administration actually cost in California and what are families paying for? Many people assume the process is just paperwork, but proper trust administration involves legal guidance, asset transfers...

Education is getting more expensive, but most families are still using outdated savings strategies! As kids head back to school, many families are wondering: are we saving for education the smart way, or just the...

Episode #20
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...

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...

Episode #86
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...

If your long term care plan is based on what you heard in the last few years, it may already be outdated. Book a Call at https://www.cunninghamlegal.com/book-your-appointment for advanced tax planning, high net worth...

Episode #25
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...

Episode #85
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...

Episode #84
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...

Episode #83
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...

Episode #82
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...

Oil and gas investing is not just about energy. It is about taxes, cash flow, and planning opportunities built directly into the U.S. tax code. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/...

Thinking about selling your estate planning practice or merging with another firm? In this webinar, Jim Cunningham explains what CunninghamLegal looks for when acquiring or merging with a California estate planning...

Episode #22
<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...

<p>Asset Protection Attorney California discusses Asset Protection laws California - from divorce, creditors, lawsuits. 👉 Book a Call at https://cunninghamlegal.com/book-your... to strategize how to protect your assets...

Episode #111
<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 on Savvy Estate Planning. Study who booked and why before you pitch.
attorney & certified specialist, Greenville Cycling and Multisport
Ascent Wealth Management
Ascent Wealth Management
TRUST-CFO
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.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.

Navigating Estate Planning With Rose Harper Law

Legacy Wealth Blueprint

Legacy and Life Planning in Northern Virginia

Trust and Estate Clarity with Dada Law Office

Estate of Mind - Law, Legacy, & Life with Sunny

Klenk Law Estate Planning Podcast
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