Celebrity Estates: Wills of the Rich & Famous

Arnold Palmer and Investing in Wine

In this episode, David Lenok, senior editor at WealthManagement.com, talks to Tom Gearing, CEO and co-founder of Cult Wines Ltd., about investing in wine. This topic is inspired by golf pro and entrepreneur Arnold Palmer, one of the first major celebrities to lend his name to a wine label.

Transparency With Diana B.

The Reality of Divorce with a Special Needs Child

In this episode, Diana Britton, managing editor of WealthManagement.com, is joined by Michelle Smith, Certified Divorce Financial Analyst and CEO of Source Financial Advisors, an RIA in New York City. Michelle discusses her own experience with divorce, co-parenting a special needs child, learning to ask for help and more.

Celebrity Estates: Wills of the Rich & Famous

Carrie Fisher, Debbie Reynolds and Planning for Collectibles

In this episode, David Lenok, senior editor at WealthManagement.com, talks again with Sarah McDaniel, a CFA and managing director who heads the Wealth Strategies Group and Advanced Planning Centers at Morgan Stanley. David and Sarah explore the case of actor Billie Lourd, who not only inherited a bulk of her late mother, Carrie Fisher’s, and grandmother Debbie Reynolds’ estates but also their large collections of Hollywood memorabilia.

Transparency With Diana B.

How John Hyland Fought Cancer and Won – Three Times

In this episode, John Hyland, the co-founder and executive officer of Private Advisor Group, joins Diana Britton, managing editor of WealthManagement.com, to share his experience with the disease, including the unimaginably painful treatment process, his challenges with depression, relapsing in 2014 and 2016, the road to recovery, and beyond.

Michael Kitces’ #FASuccess Podcast