business
Hosted by Matt Templeton · business · EN · 21 episodes
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.
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Contact path
Verified email
Booking probability
30%
Guest openness
Selective
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Signup to Generate a PitchAs 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.
The Wealth Transfer Podcast is hosted by Matt Templeton. The show has published 21 episodes to date.
Recent episodes include "How A Real Estate Plan Could Save YOU on Taxes & Build Generational Wealth | Ben Hooson-Jones" (13 October 2026, 25 minutes), "What Happens After Someone Dies? A Texas Probate Attorney Explains | Linda Ham" (22 September 2026, 50 minutes), and "Estate Planning Done Right: How to Avoid Probate, Family Fights & Costly Mistakes | Aubrey Boswell" (11 August 2026, 62 minutes).
The Wealth Transfer Podcast publishes roughly every two weeks, with episodes averaging 41 minutes across 21 episodes.
Booking probability for The Wealth Transfer Podcast is 30%, and the host is rated Selective on guests. The Wealth Transfer Podcast requires a Pod Score of 80 or higher. The Wealth Transfer Podcast's contact route on record: verified email.
The strongest fits for The Wealth Transfer Podcast are Investing & Wealth Management and Accounting, Tax & Payroll. The Wealth Transfer Podcast has a business audience.
Matt Templeton hosts The Wealth Transfer Podcast, a business show with 21 episodes published.
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Episode #17
What if your real estate agent did more than help you buy or sell a house? In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Ben Hooson-Jones, real estate planner and founder of Next Chapter...
Episode #16
What actually happens when a family has to go through probate in Texas? In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Linda Ham, estate planning and probate attorney at Glast, Phillips...
Episode #14
What if your estate plan is technically complete, but still leaves your family confused, frustrated, or fighting after you’re gone? In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Aubrey...
Episode #12
Most people have heard of oil and gas royalties, but very few understand how mineral rights actually work. In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Tim Pawul, President of Minerals &...
The Wealth Transfer Podcast
What happens when a family inherits mineral rights, oil and gas royalties, farmland, or ranch assets, but no one knows how to manage them? In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with...
Episode #11
<p>What do wealthy real estate investors do when they’re tired of managing properties… but don’t want to lose millions to taxes?</p> <p>In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Jon...
Episode #10
<p>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...
Episode #9
<p>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...
Episode #2
<p>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 —...
Episode #8
<p>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...
Episode #7
<p>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.</p> <p>In this episode of The Wealth Transfer Podcast, Matt Templeton sits...
Episode #6
<p>What happens when your heirs live abroad? Or when a death or divorce turns your financial world upside down?</p> <p>In this episode, Matt Templeton sits down with Adam Keller, a Certified Financial Planner™ and...
Episode #5
<p>What happens when siblings feud over millions… or 120,000 acres of ranch land… or who controls the family business?</p> <p>In this episode, host Matt Templeton sits down with David Johnson, fiduciary litigator and...
Episode #4
<p>How do you protect your wealth—and your family—from unnecessary taxes, infighting, or outright disaster?</p> <p>In this episode, host Matt Templeton sits down with veteran CPA Nancy K. Phillips, who brings more than...
Episode #3
<p>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...
Episode #2
<p>What if the way you transfer real estate today could make—or break—your family’s future relationships?</p> <p>In this episode, Matt Templeton is joined by Dan Ihara, founder of the Real Estate Planner Network and...
The Wealth Transfer Podcast
<p>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.</p> <p>In this...
Recent guests on The Wealth Transfer Podcast. Study who booked and why before you pitch.
Professor of Political Science, Blue Hawk Energy Solutions
Certified Financial Planner™, Three Oaks Advisory Group
lecturer in New Testament at Regents Theological College, PhD supervisor at Bangor University, Director of the Institute of Pentecostal Theology, Port Hamilton Refining and Transportation
Real Estate Planner Network
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