12-27-25 Estate Strategies Part 1

Podcasts > Money Matters with Al & Mike

RSS Feed

Podcast by Money Matters

https://am1280thepatriot.com/

SUBSCRIBE:      RssFeed   

Sunday, December 28, 2025

Mike and Al lays out the building blocks of an estate plan - wills vs. revocable living trusts, proper titling, and keeping beneficiary designations current to avoid probate surprises. They stress pairing financial powers of attorney and healthcare directives with your plan so someone you trust can act if you’re incapacitated. Taxes get practical airtime: understanding step-up in basis, when lifetime gifting makes sense, and how to coordinate IRA/401(k) beneficiaries with the overall plan. The takeaway: document your intentions clearly and align accounts, beneficiaries, and legal documents so your wishes are carried out efficiently and tax-smart.

Related Episodes

04/25/26 Retirement Regrets

Sunday, December 28

04/18/25 Investing Wisely Part 2

Sunday, December 28

04/11/26 Investing Wisely Part 1

Sunday, December 28

Salem News Channel Today

Sponsored Links

On Air & Up Next

  • The Mike Gallagher Show
    8:00AM - 11:00AM
     
    Mike Gallagher is one of the most listened-to radio talk show hosts in America.   >>
     
  • The Alex Marlow Show
    11:00AM - 12:00PM
     
    In a time when political establishments, globalist bureaucracies, and   >>
     
  • The Scott Jennings Show
    12:00PM - 2:00PM
     
    Jennings is battle-tested on cable news, a veteran of four presidential   >>
     
  • The Hugh Hewitt Show
    2:00PM - 5:00PM
     
    Hugh Hewitt is one of the nation’s leading bloggers and a genuine media   >>
     
  • The Larry Elder Show
    5:00PM - 8:00PM
     
    Larry Elder personifies the phrase “We’ve Got a Country to Save” The “Sage from   >>
     

See the Full Program Guide