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Planning Reimagined - Videos

Below are the videos versions of the latest episodes of Planning Reimagined.  Click the icon to head to the Planning Reimagined YouTube page and subscribe to be alerted when each new episode drops.
  • YouTube

Episode 1:

In today’s episode, our experts discuss the complexities of diversifying your real estate portfolio, understanding the intricate tax implications, and setting up the right ownership structures to protect your assets and maximize your income deductions.

Episode 2:

In this episode of Planning Reimagined, Celeste, Michael, and Kris are joined by Jeff Bermis, Managing Partner of Silver Horn Capital, to discuss wealth management through real estate and the intricacies of 1031 exchanges for tax deferment.

Episode 3:

In this episode of Planning Reimagined, Celeste and Kris are joined by Mark Auten, an attorney from Plunk Smith, to discuss how to manage and preserve multi-generational family wealth, using lessons learned from the Kennedys and the TV show Succession.

Episode 4:

In this episode, Celeste and Mike are  joined by Courtney Joyner Gage of Mariposa Advisors to dive even deeper into the world of family wealth management, estate planning, and business succession. They explore the critical importance of communication and thoughtful planning in ensuring that family legacies are preserved and enhanced through generations. They discuss how families can effectively prepare heirs for responsibilities that come with inheriting a business or wealth.
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