LGBTQ+ Wealth Management for Today’s Modern Families

Your Active Wealth

Player FM - Internet Radio Done Right

تمت الإضافة منذ قبل three أعوام

المحتوى المقدم من BNY Wealth. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة BNY Wealth أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

The So What from BCG

1
Re-Recruiting and Other New HR Strategies You Can’t Ignore 18:09

منذ 9 أيام18:09

التشغيل لاحقا

قوائم

إعجاب

احب

18:09

HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. Learn More: Jens Baier: https://on.bcg.com/41ca7Gv BCG on People Strategy: https://on.bcg.com/3QtAjro Decoding Global Talent: https://on.bcg.com/4gUC4IT…

منذ 3 أعوام 33:16

MP3•منزل الحلقة

In this episode of Your Active Wealth, Lee-ford Tritt, professor of law and director of the center for estate planning at the University of Florida College of Law, discusses some of the key wealth planning issues facing LGBTQ+ couples today. The conversation sheds light on the benefits of different types of trusts, how second-parent adoption and blended families factor into estate planning, why changing pronouns may call for more flexible wills and more. According to Lee-ford, while many LGBTQ+ couples have intricate estate planning tools like GRATs, GRUTS and IDGTs, they tend to overlook essentialities like health care proxies, living wills and durable power of attorney. Lee-ford also shares helpful tips and tools that can make their estate plans more efficient, regardless of marital status.

For additional insights on the subjects that matter most to you, visit bny.com/wealth.

23 حلقات

#Business #BNY Mellon Wealth Management #Activism #Active Wealth #BNI #BNY Mellon #Finance #Mellons #Money #Tax Planning #Wealth #Wealth Management #Wealth Planning #Stock #Marketing #Investing

Your Active Wealth

LGBTQ+ Wealth Management for Today’s Modern Families

Your Active Wealth

published منذ 3 أعوام

MP3•منزل الحلقة

For additional insights on the subjects that matter most to you, visit bny.com/wealth.

23 حلقات

#Business #BNY Mellon Wealth Management #Activism #Active Wealth #BNI #BNY Mellon #Finance #Mellons #Money #Tax Planning #Wealth #Wealth Management #Wealth Planning #Stock #Marketing #Investing

كل الحلقات

Your Active Wealth

1
Turning Point in Private Assets 30:27

منذ 21 يومًا30:27

30:27

The private assets investment landscape has evolved in recent years, especially since the Federal Reserve began to cut interest rates in 2024. Head of Alternative Investments Paul Vittone meets with Senior Alternative Investments Strategist Joanna Berg and Portfolio Manager and Head of Secondaries Arjun Bains to break down the opportunities they are seeing as a result. They discuss the improved environment for dealmaking and exits in private equity, a new source of diversification through secondaries, how to access the growth of this innovation cycle, and how private credit can complement traditional fixed income. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagram…

Your Active Wealth

1
Navigating Stocks and Bonds in 2025 28:06

منذ 6 weeks28:06

28:06

Stronger-than-expected economic data and uncertainty about the scope of President Trump’s policies have contributed to a volatile start of the year. Although equities have fallen 5% from their December high and Treasury bond yields have tested key levels, we think the U.S. macro environment remains favorable for financial markets. Join Head of Investment Strategy and Equities, Alicia Levine, and Head of Fixed Income, John Flahive, for an exploration of current themes impacting stocks and bonds, and a discussion on their outlook for 2025. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagram…

Your Active Wealth

1
Ensuring Financial Wellbeing After Divorce 22:14

منذ 11 weeks22:14

22:14

Divorce is never easy, but proactive planning can help. Assembling a team of specialists, who are knowledgeable and experienced in all aspects of a settlement, is essential to helping ensure a more positive outcome. In this episode of Your Active Wealth , Judy Barton, wealth and transition advisor at BNY Wealth, provides valuable insight into building a divorce team, as well as what a pre-settlement review should look like and why it is a necessity. Throughout the discussion, she also touches on the different types of divorce proceedings, including litigation and mediation, in addition to the nature of gray divorces, and how they can result in unique financial repercussions that require a nuanced approach. Regardless of marital status, there are always planning steps that can be taken to better protect you and your financial future. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagram…

Your Active Wealth

1
The Election and Potential Sector Implications 21:37

منذ 21 weeks21:37

21:37

History proves that election results do not significantly impact the stock market. In fact, equities have performed well no matter what type of administration or Congress takes office. However, the outcome of the election may drive returns at the sector level. In this episode of Your Active Wealth , Alicia Levine, head of investment strategy and equities, and Kevin Shea and Matt Keeler, senior equity analysts, identify four key policy themes that equity sectors will contend with and analyze the implications of the candidates’ proposals if they are adopted. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagram…

Your Active Wealth

1
Tax Talk: Mid-Year Check In 24:45

منذ 33 weeks24:45

24:45

Tax planning is usually not top of mind until it’s spring and the deadline to file is around the corner. However, there are multiple considerations to be aware of this year, prompting the need for more proactive planning. In this episode of Your Active Wealth, Jere Doyle, senior wealth strategist at BNY Wealth, reveals why taxpayers need to have earlier conversations with their advisors when evaluating potential strategies to protect their wealth. Throughout the discussion, he touches on timely tax provisions to take advantage of before they expire, such as the estate and gift tax exemption from the 2017 Tax Cuts and Jobs Act, and sheds light on the Corporate Transparency Act, which went into effect earlier this year, highlighting important reporting requirements and reminders. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagram…

Your Active Wealth

1
It’s Time for a Checkup: An Interview With the Family Office Doctor 29:01

منذ 37 weeks29:01

29:01

Family offices are comprised of some of the most successful families in the world, and although they are often served by experienced advisors that specialize in sophisticated wealth compositions, where do they turn when they require further assistance? In this episode of Your Active Wealth , Samy Dwek, founder and CEO of the Family Office Doctor, shares best practices he developed to help family offices reach their full potential. Throughout the discussion, he provides tips for crafting and maintaining mission statements, pointers for preserving family values across generations and anecdotes describing how to overcome emotive challenges that can affect family dynamics. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagram…

Your Active Wealth

1
The Entrepreneur's Guide to Social Media 34:41

منذ 42 weeks34:41

34:41

The world is filled with entrepreneurs, as businesses fuel many of the fastest growing and most powerful economies. But in this day and age, what does it take to create and run a successful business? According to Aaron Dinin, Faculty at Duke University Innovation & Entrepreneurship and Co-Founder of Audience Acceleration Labs, the hardest part of launching a new product or service is not ideation, but marketing. Drawing from his time as a serial entrepreneur, in this episode of Your Active Wealth, Dinin shares tips for cutting through the noise and effectively marketing your business with social media. In addition, he discusses the common misconceptions and pitfalls of starting a business as well as knowing when to step away. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagram…

Your Active Wealth

1
Navigating Life's Big Events 27:20

منذ 52 weeks27:20

27:20

When it comes to navigating major life events, proactive wealth management is essential for individuals and their families. On this episode of Your Active Wealth, BNY Wealth’s Jessica Brennan, director and senior wealth manager, and Lesley Holland, senior director and portfolio manager, share how they guide clients through major life events, such as receiving an inheritance or selling a business, as well as what attracted them to the industry. Part of the discussion also entails how they’re positioning their practices for the great wealth transfer, which by 2030, is expected to see American women control a dominant share of the $30 trillion in investible assets possessed by baby boomers. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagram…

Your Active Wealth

1
Year-End Tax Essentials 26:11

منذ 1 year26:11

26:11

Engaging your tax advisor early can potentially save you a lot of money. Taxes can impact all aspects of wealth, including income, investments, charitable giving and estates. With Tax Day still months away, many may not be fully prepared; however, with year-end just around the corner, it pays to be proactive and organized. In our latest episode, Jere Doyle, senior wealth strategist at BNY Wealth, provides valuable insight into the significance of year-end tax considerations. Throughout a discussion with Terry Sylvester Charron, head of investment advisory and planning solutions at BNY Wealth, Jere addresses some of the most pressing questions regarding how to make your wealth plan as tax efficient as possible going into next year. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagram…

Your Active Wealth

1
Looking for Luxury 20:12

منذ 2 years20:12

20:12

Did you know roughly 100 regional markets in 22 states make up the luxury residential real estate market in the United States? In our latest #podcast, Catherine Finney, head of residential appraisals at BNY Wealth, shares best practices on gauging the market, creative financing solutions and personal factors to consider when buying or selling a home at this echelon. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagram…

Your Active Wealth

1
Talking ‘Bout Next Generation 17:26

منذ 2 years17:26

17:26

The Who sang about “My Generation,” back in the ‘60s, but today the focus is on Next Generation. We’re in the midst of a massive age wave, with trillions of dollars passing from one generation to the next. Two guests join the podcast – Brien Biondi, CEO of Campden Wealth North America and IPI and Belinda Herzig, senior wealth strategist for BNY Wealth – to shed light on the attitudes and experiences of the next generation of wealth holders. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagram…

Your Active Wealth

1
An Empathetic Approach to Entrepreneurship 22:00

منذ 2 years22:00

22:00

BNY Wealth’s “Do Well Better” campaign highlights and celebrates clients who are wielding their wealth with purpose, be it through their philanthropy or by launching ventures that positively impact society. In this episode of Your Active Wealth , Carlos Martinez, founder of Clement Capital Partners, a visionary leader and entrepreneur with over 30 years of consulting experience talks about his upbringing, his inspirational journey to the United States from Puerto Rico, his work with underrepresented groups and the ways Carlos is doing well better in his community. Carlos also shares how there’s more to entrepreneurship than generating revenue. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagram…

Your Active Wealth

1
Business Owner Series: A New Recipe for Success 32:44

منذ 2 years32:44

32:44

Start with a breakthrough idea, stir in hard work, add some perseverance, quality service, a positive culture and mix. The result: a tasty business that rises to 450 locations. On the final episode of the Your Active Wealth business owner podcast series, Dena Tripp, an entrepreneur and co-founder of Nothing Bundt Cakes, discusses how a business she started with a friend in her kitchen grew into a thriving nationwide venture. Dena reveals the power of quality, the importance of ambiance, the value of branding and how she’s giving back to her community in meaningful ways. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagram…

Your Active Wealth

1
Business Owner Series: An Entrepreneur Who Empowers Entrepreneurs 30:53

منذ 3 years30:53

30:53

How can a business build a winning corporate culture that empowers employees, helps clients thrive and drives profitability? In the third episode of our business owner series, Paul Spiegelman, an entrepreneur, author, and philanthropist, discusses how a business he started with his brothers in his parents’ garage grew into a successful healthcare enterprise that was acquired by Stericycle. Paul reveals the power of culture, the three things every employee wants and how he’s giving back to his community in meaningful ways. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagram…

Your Active Wealth

1
Business Owner Series: Family Style Success 38:05

منذ 3 years38:05

38:05

In the second episode of our business owner series, Varish Goyal, president and CEO of Vintners Distributors, Au Energy and Loop Neighborhood Markets joins the podcast to explain why he turned away from a career in medicine and joined his family’s business. He then took the company in a different direction through his interest in technology and service, and today directs the largest gas service operation in California, as well as the bold new convenience store chain Loop Neighborhood. Varish discusses his family’s inspiring immigrant story, how he’s laying the groundwork for future generations, and the three things you need in life in order to succeed. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagram…

مرحبًا بك في مشغل أف ام!

يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.