Music to My Heirs
Stephen Lewis
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Top 10 Music to My Heirs Episodes
Goodpods has curated a list of the 10 best Music to My Heirs episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Music to My Heirs for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Music to My Heirs episode by adding your comments to the episode page.
Charitable Friends - Donor Advised Funds and Foundations
Music to My Heirs
11/26/19 • 23 min
Stephen discusses the key benefits of Donor Advised Funds and Foundations with Ryan DeMaria, Director of Business Development at Foundation Source (https://www.foundationsource.com).
For a copy of the Music to My Heirs research, go to: https://www.bernstein.com/bernstein/microsites/musictomyheirs/index.html
Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2019 AllianceBernstein L.P.
Important Steps to Take When Your Child Becomes an Adult
Music to My Heirs
09/26/19 • 23 min
Estate planning attorneys Mary Galligan and her son Michael Galligan https://www.galliganmanning.com/ discuss with Stephen the important legal steps to take when an individual turns 18 and is now considered to be an adult.
For a copy of the Music to My Heirs research, go to: https://www.bernstein.com/bernstein/microsites/musictomyheirs/index.html
Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2019 AllianceBernstein L.P.
How to Reduce Your Chance of an IRS Audit
Music to My Heirs
08/30/19 • 27 min
Jason Graham of Andersen Tax, https://www.andersentax.com/people/graham-jason
discusses with Stephen how to reduce your chance of an IRS audit. Jason Graham, the Office Managing Director of the Houston office of Andersen Tax, has over 19 years of experience in providing tax services. He performs engagements for high net worth family groups and individuals, involving income tax planning, research and compliance, estate planning and administration, family limited partnerships and trusts. Jason’s client base includes entrepreneurs, venture capitalists, business owners and founders/executives at early to late stage companies.
For a copy of the Music to My Heirs research, go to: https://www.bernstein.com/bernstein/microsites/musictomyheirs/index.html
Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2019 AllianceBernstein L.P.
Umbrella Policies - When It Rains It Could Pour
Music to My Heirs
07/25/19 • 18 min
Andrew Bean, Shareholder, and Jennifer Moss, Vice President, of INSGROUP (http://www.insgroup.net/) join Stephen to share their expertise around preparing for life's unexpected risks.
For a copy of the Music to My Heirs research, go to: https://www.bernstein.com/bernstein/microsites/musictomyheirs/index.html
Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2019 AllianceBernstein L.P.
How to Own a Second Home
Music to My Heirs
06/17/19 • 24 min
Tama Klosek of Klosek & Assoc, http://www.kloseklaw.com/ discusses with Stephen how to think through the ownership of a second home. Tama Klosek is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. She has a tax practice focused on both the domestic and international aspects of estate planning and family wealth transfer and tax-exempt organizations. Following graduation from Harvard Law School in 1999, Tama began her legal career with Vinson & Elkins in the Probate, Trusts & Estates Group of the Tax Section. After almost 10 years at V&E, Tama continued her legal practice with Klosek Howes LLP and formed Klosek & Associates PLLC in June 2013. She has been widely recognized as an outstanding attorney in her field.
For a copy of the Music to My Heirs research, go to: https://www.bernstein.com/bernstein/microsites/musictomyheirs/index.html
Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2019 AllianceBernstein L.P.
04/26/19 • 11 min
Stephen Lewis and Meg Holliday discuss an email from a client looking to understand how philanthropy can be used as a training ground for successful inheritors.
For a copy of the Music to My Heirs research, go to: https://www.bernstein.com/bernstein/microsites/musictomyheirs/index.html
Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2018 AllianceBernstein L.P.
Four Elements of a Successful Financial Journey
Music to My Heirs
02/27/19 • 16 min
Stephen Lewis and Michael Ellington discuss the four necessary elements for a successful financial journey. Michael U. Ellington is the Senior Managing Director of Bernstein’s private client practice. He joined the firm in 1998 and opened the Houston office in 2002. Prior to joining Bernstein, Ellington was a partner at Wilson Ellington Capital Management, Inc., a hedge fund manager in Chicago specializing in interest rate derivatives. During this time he was also a professional floor trader in the Euro Dollar pit at the Chicago Mercantile Exchange. Ellington earned a BBA from the University of Texas, Austin.
For a copy of the Music to My Heirs research, go to: https://www.bernstein.com/bernstein/microsites/musictomyheirs/index.html
Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2018 AllianceBernstein L.P.
Entrepreneurs - Investment Success After Selling a Business
Music to My Heirs
11/18/18 • 30 min
Stephen Lewis and Deacon Turner discuss how the most successful business owners invest after selling their companies. Deacon shares the strategies he is recommending to some of the wealthiest entrepreneurs and how to increase their probability of generational success. Deacon is a Senior Managing Director at AB Bernstein. He graduated from Harvard University where he was a Harry S.Truman Scholar and received a master's degree from Oxford University where he was a Rhodes Scholar. For a copy of the Music to My Heirs research, go to: https://www.bernstein.com/bernstein/microsites/musictomyheirs/index.html
Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2018 AllianceBernstein L.P.
Five Financial Mistakes to Avoid in College
Music to My Heirs
10/17/18 • 20 min
Stephen Lewis and Anne Bucciarelli, coauthor of Live Once Plan Often, discuss the top 5 mistakes to avoid when starting college. They share insight about budget neglect, banking fees, credit, saving and how to build wealth early.
https://www.bernstein.com/bernstein/microsites/musictomyheirs/index.html
Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2018 AllianceBernstein L.P.
Music to My Heirs - The Research
Music to My Heirs
08/30/18 • 30 min
Stephen Lewis and Matt Palazzolo discuss the research that prompted the writing of Music to My Heirs. Stephen outlines the three pitfalls that destroy generational wealth and how to avoid them. Matt Palazzolo is a Senior Portfolio Manager at AB Bernstein and the host of Bernstein Insights. Click on the link to get a PDF of the research: MUSICTOMYHEIRS.
Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2018 AllianceBernstein L.P.
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FAQ
How many episodes does Music to My Heirs have?
Music to My Heirs currently has 11 episodes available.
What topics does Music to My Heirs cover?
The podcast is about Financial Education, Financial Planning, Wealth, Children, Podcasts, Investing, Education and Business.
What is the most popular episode on Music to My Heirs?
The episode title 'Charitable Friends - Donor Advised Funds and Foundations' is the most popular.
What is the average episode length on Music to My Heirs?
The average episode length on Music to My Heirs is 22 minutes.
How often are episodes of Music to My Heirs released?
Episodes of Music to My Heirs are typically released every 48 days.
When was the first episode of Music to My Heirs?
The first episode of Music to My Heirs was released on Aug 30, 2018.
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