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Perry Daniels
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Perry Daniels2025-10-10 12:12:462025-10-10 12:12:46“Wisdom for Wealth. For Life.” Episode 48: Sometimes It’s Personal, Sometimes It’s Business: How to Separate Family Money from Business Money
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Perry Daniels2025-09-29 13:40:082025-09-29 15:38:34A Week of Eternal Impact: Blue Trust’s Sponsorship with Groundwire
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BrittanyA2025-09-17 13:42:272025-09-17 18:24:44“Wisdom for Wealth. For Life.” Episode 47: Creating a Pipeline for Purpose with Your Family and Finances
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Perry Daniels2025-09-16 09:53:172025-09-18 13:17:48Estate Planning in a New Landscape: Opportunities for Families Near or Above the $30 Million Threshold
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Perry Daniels2025-09-16 09:52:582025-09-18 13:20:32The Power of ILITs: Protecting Liquidity and Preserving Legacy in the $30 Million Exemption Era
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Perry Daniels2025-09-16 09:52:382025-09-18 13:20:57SLATs, GRATs, and CRATs: Flexible Trust Strategies for Families Near or Above the $30 Million Threshold
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Perry Daniels2025-09-16 09:52:222025-09-18 13:21:22Gifting Early-Stage Business Interests: Locking in Tax Savings Before Growth or Liquidity Events
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Perry Daniels2025-09-16 09:52:052025-09-18 13:21:48Freezing Estate Value: How IDGTs Move Growth to the Next Generation Tax-Free
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Perry Daniels2025-09-16 09:51:452025-09-18 13:22:19FLPs: Combining Control, Discounting, and Tax Efficiency
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Perry Daniels2025-09-16 09:51:282025-09-18 13:23:05QPRTs: Passing Your Home to Heirs While Living in it for Years
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Perry Daniels2025-09-16 09:51:162025-09-18 13:23:22From Strategy to Legacy: Building a Comprehensive Estate Plan in the $30M Exemption Era
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Perry Daniels2025-09-12 14:47:342025-09-29 11:13:10Federal Reserve Independence: Myth or Reality?
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BrittanyA2025-09-08 06:30:512025-09-05 12:37:40What is God Calling You Toward in Retirement?
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BrittanyA2025-08-28 11:00:432025-08-28 12:13:17“Wisdom for Wealth. For Life.” Episode 46: Viewing Singleness Through the Gospel
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BrittanyA2025-08-25 08:13:342025-08-25 08:19:07“Wisdom for Wealth. For Life.” Episode 45: Financial Planning Tips for Singles
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BrittanyA2025-08-18 05:43:372025-08-18 07:50:57Accumulating Experiences & Passing On Values
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BrittanyA2025-08-11 05:48:392025-08-11 09:24:16AI Is Everywhere—But Is It in Your Portfolio?
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BrittanyA2025-08-04 05:00:592025-08-04 08:59:09Helping Kids Grow in Financial Wisdom This School Year
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BrittanyA2025-07-28 05:00:142025-07-25 12:17:51Beyond the 9-to-5: Finding a Higher Purpose in Your Work
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BrittanyA2025-07-21 08:18:062025-07-21 08:18:06“Wisdom for Wealth. For Life.” Episode 44: How to Know Where to Give
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BrittanyA2025-07-14 05:00:462025-07-11 15:41:25Decoding the One Big Beautiful Bill: What the New Tax Law Means for You
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BrittanyA2025-07-07 08:14:452025-07-07 08:31:00False Prophets of Profit: How to Spot Modern Investment Schemes
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BrittanyA2025-06-27 15:00:212025-06-25 14:29:26Lessons on Stewardship from America’s Founding Fathers
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m16Dev2025-06-18 07:56:202025-07-11 12:04:49Wealth Paradox: Money and Happiness