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S2E13: Estate Planning for the New Age

S2E13: Estate Planning for the New Age

In this episode, Henry speaks with Co-Founder Tim White and Chief Product Officer Danny Lohrfink of Wealth.com. Their company is on a mission to modernize estate planning. While most people recognize the need for an estate plan, the process is confusing, time-consuming, and inaccessible. Wealth.com is here to change that.

 

In this episode, the trio discusses:

  • How the team came together to start Wealth.com
  • How wealth.com works and what to expect
  • The difference between them and your traditional estate planning.
  • Reasons you should update your estate plan.
  • Scenarios when estate planning needs to be done.
  • and more!

Listen on Apple or Spotify

S2E18: Invest on Main Street Using Private Equity with Patrick Grimes

S2E18: Invest on Main Street Using Private Equity with Patrick Grimes

In this episode, Henry Yoshida is joined by the founder of Invest on Main Street, Patrick Grimes. The two discuss how Patrick's company finds real...

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S2E17: Self-Directed Investing and Mineral Rights with Troy Eckard

S2E17: Self-Directed Investing and Mineral Rights with Troy Eckard

In this episode, Troy Eckard joins us from Eckard Enterprises, a company based in Allen, Texas. Henry and Troy discuss self-directed investing and...

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S2E16: How Diamonds Can Fit Into Your Portfolio with Cormac Kinney

S2E16: How Diamonds Can Fit Into Your Portfolio with Cormac Kinney

In this episode, Henry interviews Cormac Kinney, Founder, and CEO at Diamond Standard. Diamond Standard is the producer of the world’s first diamond...

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