Lessons in Probate, Wealth Transfer, and Avoiding Family Feuds
Release Date: 01/15/2025
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Are year-end tax bills catching you off guard? In this episode of The Richer Geek Podcast, Anne Gannon, founder of The Largo Group, shares how a weekly accounting system can help you ditch tax season stress and make smarter financial decisions year-round. Anne reveals why traditional accounting often fails small businesses, and how shifting to real-time insights empowers you to take control of your cash flow, break-even points, and tax strategy. You’ll also discover how real estate fits into long-term wealth planning and why proactive communication with your CPA is key. Whether you're a real...
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Welcome back to The Richer Geek Podcast! Today, we talked with Mike and Bo, who figured out how to build a real estate business worth over $150 million in less than 10 years. They'll share the important steps, useful tips, and the right way of thinking to make it big in real estate. You'll learn how to find good real estate deals, understand the market, and avoid mistakes. This episode is your guide to changing your money future through smart real estate investing and building wealth. In this exciting episode, you'll hear from Mike and Bo, friends who've become successful real estate...
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Zero Tax Bracket: How The Wealthy Legally Avoid Taxes
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Discover the hidden potential of mobile home parks and parking lots: two often-overlooked but highly profitable real estate assets. In this episode of The Richer Geek Podcast, seasoned Florida investor Kevin Bupp, host of Real Estate Investing for Cash Flow Podcast and bestselling author, pulls back the curtain on a powerful alternative to traditional real estate investment strategies. With over $300 million in real estate transactions and decades of experience, Kevin shares why he pivoted beyond single-family and multifamily properties. He breaks down the unique advantages of mobile home...
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Creative Real Estate Investing: Mastering Lease Options, Subject-To Deals, and Tax Advantages
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Tired of the same old real estate investing strategies? It’s time to think outside the box! In this episode of The Richer Geek Podcast, we are joined by Andy Kiel to explore powerful strategies like lease options, subject-to-deals, and tax-friendly investment structures. Andy shares how he transitioned from the frustrations of traditional landlording to mastering innovative investment tactics that generate cash flow, reduce risk, and help buyers who don’t qualify for conventional loans. He breaks down how he finds and structures deals, partners with investors, and leverages tax benefits...
info_outlineWelcome back to another episode of The Richer Geek Podcast! Today, Mike is joined by Paul Deloughery, a seasoned attorney with 25 years of experience in probate and trust law. Paul is the author of Lasting Wealth: A Revolutionary Method of Family Wealth Transfer and Probate Made Simple.
Paul’s journey into the realm of probate law is deeply personal. After facing the challenges of managing an unexpected inheritance without proper guidance, he recognized the profound need for expert legal support during critical times. This experience inspired him to create Probate Made Simple and shaped his philosophy of offering compassionate, clear, and personalized legal assistance.
In this episode, we’re discussing…
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Lessons from Losing Millions: Paul’s journey from inheriting $28M to losing much of it, and the valuable insights he gained along the way.
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The Realities of Probate Litigation: Why even well-drafted trusts and wills can lead to family disputes and court battles.
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Family Wealth Transfer Myths: Understanding the "shirt sleeves to shirt sleeves" phenomenon and why most financial windfalls don’t last.
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Essential Probate Planning Tips:
- The importance of clear communication with beneficiaries.
- How to build trust and prevent disputes before they arise.
- Why documentation is necessary but not sufficient for a smooth wealth transfer.
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Breaking Generational Wealth Cycles: Steps families can take to ensure long-term financial stability and harmony.
Resources from Paul
LinkedIn | Sudden Wealth Protection Law | Lasting Wealth: A Revolutionary Method of Family Wealth Transfer | Probate Made Simple
Resources from Mike and Nichole
Gateway Private Equity Group | Nic's guide