The Diary Of A CEO with Steven Bartlett
Also in Business
Business
The Wealth Transfer Podcast
by Matt Templeton
Today: #155 in Business, Mexico on our combined chart.
Share this ranking
Claiming needs an RSS feed. Contact us.
Chart positions today · Australia
Not on the United States charts we track today.
Not on the United Kingdom charts we track today.
Not on the Canada charts we track today.
Not on the Australia charts we track today.
Not on the Germany charts we track today.
Not on the Brazil charts we track today.
Not on the New Zealand charts we track today.
Not on the Ireland charts we track today.
Not on the India charts we track today.
Not on the Japan charts we track today.
Not on the Philippines charts we track today.
Not on the South Africa charts we track today.
If you like The Wealth Transfer Podcast, try…
Financial Audit
Also in Business
The Ramsey Show
Also in Business
Planet Money
Also in Business
Business Insights
Similar topics: assets and estate
Strategic Succession: Bridging Governance and Legacy
Similar topics: assets and estate
Ranking history · Australia
No ranking history for this show in Australia over the last 7 days.
Latest episodes
-
What Happens After Someone Dies? A Texas Probate Attorney Explains | Linda Ham
September 22, 2026 · 50 minWhat 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, Murray & Zopolsky…
-
Who Gets the Business? How to Plan a Successful Family Business Transition | Laura Chiesman & Elizabeth Ledoux
August 18, 2026 · 1 hr 1 minWhat happens when a business owner knows they need to transition someday, but hasn’t figured out who should take over, what should happen next, or how to protect the relationships involved? In this episode of The Wealth Transfer Podcast…
-
Estate Planning Done Right: How to Avoid Probate, Family Fights & Costly Mistakes | Aubrey Boswell
August 11, 2026 · 1 hr 2 minWhat 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 Boswell, estate…
-
You've Planned for Retirement... But Have You Planned for Life After Work? | Dan Langworthy
August 4, 2026 · 53 minWhat if retirement is not just about having enough money, but knowing what the money is actually for? In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Dan Langworthy, founder of Fortress Financial Group, to…
-
Oil, Gas, Mineral Rights & Royalties: A Guide to Protecting & Transferring Family Wealth | Tim Pawul
July 28, 2026 · 51 minMost 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 & Royalties…
Show 7 more episodesShow fewer episodes
-
How YOU Can Protect Family Land, Oil & Gas, and Mineral Rights for Future Generations | Chace Daley
July 14, 2026 · 48 minWhat 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 Chace Daley, Director…
-
How YOU can leave a CHARITABLE LEGACY that Lasts FOREVER | Jeri Chambers
July 7, 2026 · 32 minWhat does it actually look like to give wealth away wisely? In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Jeri Chambers, Deputy Director at Communities Foundation of Texas, to talk about charitable giving…
-
Advanced 1031 Exchange Strategies the Wealthy Use to Avoid Taxes | Jon Taylor
May 12, 2026 · 58 minWhat 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 JRW Investments to…
-
How Business Valuation Impacts Estate Planning, Wealth Transfer, and Taxes | Bob Bridges
January 20, 2026 · 29 minIn 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, charitable giving, and…
-
A Better Way to Exit Your Business: ESOPs, Tax Strategy & Legacy Planning | Luke Britt
December 16, 2025 · 37 minPlanning 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. In this episode…
-
How to Avoid Trust Disasters: Corporate Trustees, Family Conflict, & Smarter Estate Planning ft. Sarah Lashua
December 2, 2025 · 51 minToday 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 of wealth…
-
How the Wealthy Actually Plan: Gifting, HSAs, 529s & Estate Structure | Jonathan Meaney
November 18, 2025 · 35 minToday 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-worth…
About the show
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.