Month: July 2020
Ep 30 – Kenny Rogers: Knowing When to Hold ‘Em (Top Prenup Tips for Advisors)

Ep 30 – Kenny Rogers: Knowing When to Hold ‘Em (Top Prenup Tips for Advisors)

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Most people believe their marriages will last forever. But whether their marriage endures or ends, it’s in your clients’ best interests to have a prenuptial agreement –– especially if the split isn’t amicable

In this episode, David Lenok, senior editor at WealthManagement.com, talks with Aviva Pinto, a managing director at Wealthspire Advisors. This episode is inspired by American singer-songwriter Kenny Rogers, who was famously married five times and had five children with four different partners. Now, Aviva and David dive into The Gambler’s finances and marriages to discuss how to help your clients get a prenup in order and navigate a divorce. 

In this episode, you will learn:

  • Why having a prenup would have saved Kenny Rogers a lot of money
  • How to broach the subject of prenups with your clients
  • Whether there’s room for flexibility in prenups
  • How to help your clients talk to their spouses about doing a prenup
  • Why the state you live in is important when it comes to splitting marital assets
  • And more!

Tune in now for tips to help your clients get onboard with doing a prenup.

Resources:   WealthManagement.com | Wealthspire
Ep 29 – Arnold Palmer: Investing in Wine Could Be Your Clients’ Hole in One

Ep 29 – Arnold Palmer: Investing in Wine Could Be Your Clients’ Hole in One

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Are your clients thinking about investing in wine? Wine is a true portfolio diversifier, but there are a few things your clients should know first. 

In this episode, David Lenok, senior editor at WealthManagement.com, talks to Tom Gearing, CEO and co-founder of Cult Wines Limited, about investing in wine. This topic is inspired by golf pro and entrepreneur Arnold Palmer, one of the first major celebrities to lend his name to a wine label. Arnold Palmer’s wine was widely accessible to the common wine drinker. Meanwhile, today’s conversation delves into the world of more expensive and valuable wines and how you can help your clients navigate these investable commodities.

In this episode, you will learn:

  • What a savvy entrepreneur and marketer Arnold Palmer was
  • Why you must do your due diligence if you’re advising a client who’s interested in investing in wine
  • Why wine is a true portfolio diversifier
  • What kind of timeline one could expect before seeing a return on investment
  • What the first steps are to investing in wine 
  • And more!

Tune in now to learn how to best advise clients who want to invest in wine. 

Resources:  WealthManagement.com | Cult Wine