loader from loading.io

Protecting Financial Aid Eligibility: What You Should Know About Estate Planning & Taxes with Brad Baldridge

Cut To The Chase: Podcast Hosted by Gregg Goldfarb

Release Date: 10/30/2024

How Miami Is Solving Homelessness—And Why Other Cities Won’t | Ron Book show art How Miami Is Solving Homelessness—And Why Other Cities Won’t | Ron Book

Cut To The Chase: Podcast Hosted by Gregg Goldfarb

What if the real solution to homelessness isn’t more shelters—but a complete rethink of how we treat the crisis? Joining Gregg to talk about it is Ron Book—Lawyer, Lobbyist, Nobel Peace Prize nominee & Chairman of the Miami-Dade Homeless Trust. This incredible organization has created what is considered the “National Best Practice Model” for ending homelessness. In this episode of Cut to the Chase, Ron gives us some “compassionate tough love” as he reveals how Miami-Dade went from over 8,000 people living on the streets to less than 900. He breaks down Miami-Dade’s approach...

info_outline
The Real Impact of Tariffs: Empty Shelves, Rising Prices, and Vanishing Startups | Bruce Kaminstein show art The Real Impact of Tariffs: Empty Shelves, Rising Prices, and Vanishing Startups | Bruce Kaminstein

Cut To The Chase: Podcast Hosted by Gregg Goldfarb

Are tariffs still something to worry about? Tariffs might sound like a distant, big-business issue, but as Bruce Kaminstein shares, their impact is immediate and destructive for small businesses across the country. In this episode of Cut to the Chase: Podcast, Gregg welcomes back Bruce Kaminstein—Angel Investor, Founder of Casabella, and CNBC Contributor—to break down the real impacts of this overlooked crisis. He explains—from real math and real-world examples—how quickly tariffs can push companies to the financial brink, why moving manufacturing isn’t as simple as picking another...

info_outline
Corporate America is Poisoning Our Planet: Exposing the Global PFAS Crisis & Cover-Ups | Katrina McGowan show art Corporate America is Poisoning Our Planet: Exposing the Global PFAS Crisis & Cover-Ups | Katrina McGowan

Cut To The Chase: Podcast Hosted by Gregg Goldfarb

Is the water you drink every day silently poisoning you—and everyone else on the planet? As toxic “forever chemicals” (PFAS) force regulators and law firms into unprecedented environmental litigation, are we doing enough to protect public health and our communities? This isn’t just an environmental debate—it’s a real-world legal crisis with real implications. In this episode of Cut to the Chase: Podcast, Gregg welcomes Katrina McGowan, director and producer of the eye-opening documentary “How to Poison a Planet”. Katrina is on the front lines of uncovering global PFAS...

info_outline
Big Pharma and the Middlemen Who Profit $$$ | Mass Torts with Mike Papantonio show art Big Pharma and the Middlemen Who Profit $$$ | Mass Torts with Mike Papantonio

Cut To The Chase: Podcast Hosted by Gregg Goldfarb

Are billion-dollar secrets hiding in plain sight every time you pick up a prescription? While most of us trust the price tags and availability of life-saving medications, who’s really pulling the strings—and why aren’t these stories front-page news? In an era when legal battles against corporate giants can change lives and headlines, we need transparency and we need it now. This week on Cut to the Chase: Podcast, we’re diving deep into the explosive world of pharmaceutical litigation with Mike Papantonio, legendary trial attorney, legal commentator, and acclaimed author. Mike’s...

info_outline
Why Your Business Is Losing Money & How a Fractional CFO Can Fix It | Robert Sepulveda show art Why Your Business Is Losing Money & How a Fractional CFO Can Fix It | Robert Sepulveda

Cut To The Chase: Podcast Hosted by Gregg Goldfarb

Are you a business owner, entrepreneur, or non-profit leader who feels like you’re doing everything right—but the money’s still just slipping away? It might be time to hire a fractional CFO! In this episode of Cut to the Chase: Podcast, Gregg is joined by Robert Sepulveda—Founder of XPLR Financial Services—a South Florida-based firm offering part-time CFO services designed to streamline your financial operations, providing peace of mind and strategic insights for entrepreneurs. Robert has a unique integrated approach—combining financial expertise with coaching that tackles the...

info_outline
Veteran Benefits You Might Not Know About | Max Goldfarb show art Veteran Benefits You Might Not Know About | Max Goldfarb

Cut To The Chase: Podcast Hosted by Gregg Goldfarb

Did you know there might be life-changing benefits and financial advantages you’re missing out on simply because you never asked, “What am I entitled to as a veteran?” In this episode of Cut to the Chase: Podcast, Gregg is joined by a very special guest—his father, Max Goldfarb. A Korean War veteran, practicing attorney of 67 years, and the self-proclaimed “King of Collection” in Florida, Max shares his journey navigating VA benefits, disability ratings, and advocating for himself and other vets. From his frontline experiences during the Korean War to receiving full VA disability...

info_outline
How Tariffs Are Shaping the Future of Small Businesses in a Shifting Global Economy | Bruce Kaminstein show art How Tariffs Are Shaping the Future of Small Businesses in a Shifting Global Economy | Bruce Kaminstein

Cut To The Chase: Podcast Hosted by Gregg Goldfarb

In a time of economic uncertainty, shifting trade policies, and looming recession fears, tariffs are more than just headlines—they're game changers for small businesses. So, how are tariffs affecting the future of American business in a globalized economy? In this episode of Cut to the Chase: Podcast, Gregg sits down with Bruce Kaminstein, Founder of Casabella and member of New York Angels, to unpack how tariffs are influencing global trade, small business strategy, and the future of U.S. manufacturing. Did you know nearly 45% of the U.S. GDP comes from small businesses—many of which rely...

info_outline
Legendary Coach Jim Larrañaga Breaks Down the New Era of College Basketball show art Legendary Coach Jim Larrañaga Breaks Down the New Era of College Basketball

Cut To The Chase: Podcast Hosted by Gregg Goldfarb

Retirement didn’t sideline Jim Larrañaga—it gave him a new playbook for leadership and legacy. In this episode of Cut to the Chase: Podcast, Gregg speaks with renowned former college basketball coach Jim Larrañaga. They dive into a season wrap-up, life after retirement, and candid opinions on the changing landscape of college basketball, focusing on issues like NIL (Name, Image, and Likeness) agreements and the transfer portal. Known for his remarkable coaching career at places like George Mason and the University of Miami, Jim shares what’s next after retiring. We get an in-depth look...

info_outline
Reproductive Rights vs. Red Tape: Florida’s Democratic Dilemma w/ Anna Hochkammer show art Reproductive Rights vs. Red Tape: Florida’s Democratic Dilemma w/ Anna Hochkammer

Cut To The Chase: Podcast Hosted by Gregg Goldfarb

How can we make our voices HEARD even with so many roadblocks in legislative processes? Especially when it comes to contentious issues like abortion rights, the tension between state legislation and public opinion is stark. In this episode of Cut to the Chase: Podcast, Gregg speaks with Anna Hochkammer, Executive Director of the Florida Women's Freedom Coalition and Former Pinecrest, FL Councilmember. Anna’s here to discuss the recent challenges surrounding Amendment 4 in Florida and what this means for women's reproductive rights. Did you know that despite winning 57.2% of the popular vote,...

info_outline
The Future of Legal Training: Inside Rossen Law Firm’s Game-Changing Internship Program show art The Future of Legal Training: Inside Rossen Law Firm’s Game-Changing Internship Program

Cut To The Chase: Podcast Hosted by Gregg Goldfarb

How can students truly prepare for the grit and reality of a future legal career? As colleges and law schools continue to focus on theory over practice, Adam Rossen's innovative internship approach exemplifies a tangible shift towards real-world training within the legal industry. In this episode of Cut to the Chase: Podcast, Gregg sits down with Adam Rossen from Rossen Law Firm to showcase his revolutionary internship program. Plus, he shares plans for a paid mentorship program he has in the works. Fun Fact: During the height of COVID, Adam onboarded 13 interns and transformed a global crisis...

info_outline
 
More Episodes

Did you know that improper inheritance planning could cost your family thousands of dollars in lost financial aid? In today’s world, estate planning is more critical than ever, but the implications can extend far beyond what meets the eye, including affecting your child's educational future.

In this episode of Cut to the Chase: Podcast, you’ll meet Brad Baldridge, one of the nation’s leading college financial experts and the brain behind "Taming the High Cost of College." Brad teaches families the best ways to plan, save and pay for college so they can make their children’s college dreams come true without wiping out their finances or retirement.

Learn how you can protect your clients' financial aid prospects and ensure a smoother college financing journey!

Tune in as we break down how financial aid eligibility is influenced by inherited IRAs, estate planning, and early vs. late-stage college planning. You’ll learn how to optimize estate plans to mitigate taxes and maximize financial aid for your kids. 

Plus, Brad shares real-world examples, including how a $250,000 inheritance in a trust eliminated a student's eligibility for financial aid!

What to expect in this episode:

  • Understanding Inherited IRAs and their mandatory 10-year withdrawal rule

  • The impact of IRA withdrawals on college financial aid eligibility

  • Real-world estate planning scenarios and their pitfalls

  • The role grandparents play in college financial planning

  • Why you should seek professional advice for optimizing financial aid

  • Strategies for dividing inherited assets between siblings

  • Navigating disagreements among beneficiaries

  • Late-stage vs. early-stage college financial planning

  • Exploring scholarship opportunities and state school alternatives

  • How to utilize 529 college savings plans effectively

  • Loan options and their implications on family finances

Key Actionable Takeaways for Law Firms & Parents:

  • Understand how inheritance and estate planning can affect financial aid eligibility for your clients’ children.

  • Guide clients on optimizing asset placement to minimize financial aid reductions.

  • Ensure your estate planning attorney is well-versed in financial aid impact and collaborates with financial planners.

  • Educate clients about the benefits of early financial planning for college expenses.

  • Help grandparents plan their estates in a manner that benefits their grandchildren’s education without impacting aid eligibility.

  • Advocate for comprehensive, late-stage college planning starting in high school.

 

Stay tuned for more updates, and don't miss our next deep dive on Cut to The Chase: Podcast with Gregg Goldfarb!

Subscribe, rate, review, and share this episode of the Cut to the Chase: Podcast to stay ahead in your legal practice!

 

Resources:

Visit Brad’s website to learn more: https://tamingthehighcostofcollege.com

Listen to the Taming the High Cost of College Podcast: https://tamingthehighcostofcollege.com/category/podcast

Connect with Brad Baldridge on LinkedIn: https://www.linkedin.com/in/bradbaldridge

 

This episode was produced and brought to you by Reignite Media.