Hosted by Matt Templeton · 🇺🇸 US · EN · 13 episodes
Established thought leaders with verified media credentials.
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.
Matt Templeton hosts The Wealth Transfer Podcast, a business show with 13 episodes published.
What do wealthy real estate investors do when they’re tired of managing properties… but don’t want to lose millions to taxes? In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Jon Taylor of JR
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, cha
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.
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
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-w
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 Ton
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
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 Fid
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
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 re
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 re
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 conver
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The Wealth Transfer Podcast is hosted by Matt Templeton. The show is categorised under business (kids) and has published 13 episodes.
The Wealth Transfer Podcast has published 13 episodes.
The Wealth Transfer Podcast regularly covers business, kids, family. It sits in the business category, with a kids focus.
The Wealth Transfer Podcast is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
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Episodes of The Wealth Transfer Podcast average 38 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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