Search results for: family legacy
Relationships: The Stock Picking Key to Success Pinnacle Associates | Randy Baron
Transcript of Randy Baron interview by Alan Olsen, Host of the American Dreams Show (Relationships: The Stock Picking Key to Success Pinnacle Associates): Alan Olsen: Welcome to today’s show. I’m here visiting here today with Randy Barron. Randy, welcome. Randy Baron: Thank you. I’m glad to be here. Alan Olsen: So Randy, for the investors, you have a…
Read MoreThe Promise and Peril of AI | Howard Getson
Transcript of Howard Getson interview by Alan Olsen, Host of the American Dreams Show “The Promise and Peril of AI”: Alan Olsen: I’m visiting here today with Howard Getson. Howard, welcome! Howard Getson: Hi, Alan, how are you? Alan Olsen: Good. So Howard you’ve been a guest on the show before I wanted to get a…
Read MoreMaynard Webb, Author of “Dear Founder: Letters of Advice for Anyone Who Leads, Manages, Or Wants to Start a Business”
Transcript: Alan Olsen: Can you tell us a little about your background? Maynard Webb: I majored in criminal justice in college and was going to go on to law school. I got hired by IBM my senior year as a co-op student and a security guard, and then I was hired permanently by them and shipped from…
Read MoreSheila Driscoll: The Billionaire Foundation
Sheila is the Managing Director at The Billionaire Foundation where she helps coordinate foundation research work and initiates new introductions between existing foundations and our research team.
Read MoreDon Howard – CEO of The James Irvine Foundation
Interview Transcript of Don Howard – CEO of The James Irvine Foundation: Alan Olsen: Welcome back and busy here today with Don Howard. Welcome to today’s show. Don Howard: Thanks for having me, Alan Alan Olsen: So Don, for the listener-ship can you give some background of what led you up to where…
Read MoreEstate Planning Can Protect Your Wealth From Obamacare
Have you considered that estate planning can protect your wealth from Obamacare? What if everything you worked for in life, was handed over to the government the moment that you were about to give it to your heirs? Unfortunately this nightmare could be a reality if you don’t plan against it. Obamacare has expanded Medicaid,…
Read MoreWill Contests: A Good Offense is the Best Defense
Will Contests: A Good Offense is the Best Defense When an elderly grandmother leaves all of her assets to a new beau, or Dad leaves everything to the child who visited most in the nursing home, a will challenge may be in the offing. Will contests generally are brought by unhappy family members who feel…
Read More“Values-based” Estate Planning
[vc_row][vc_column][vc_column_text] There are many facets of estate planning. Certainly, it’s important to craft a will that delineates how the fruits of years of hard work will be distributed to your loved ones—fairly and harmoniously. And, of course, crafting strategies that will maximize what you pass on at the minimum tax cost is an important goal.…
Read MoreVenture Capital Alternative for Technology Entrepreneurs
If you are an entrepreneur with a small technology based company looking to take it to the next level, this article suggests an alternative that may be of particular interest to you. Your natural inclination may be to seek venture capital or private equity to fund your growth. According to Jim Casparie, founder and CEO…
Read MoreBuilding an Estate Planning Team
Building an Estate Planning Team To create an estate plan that serves your unique needs and that will execute your wishes as to the distribution of your assets is an important and, often, a complex task. Such professionals usually have honed their skills in their own specific fields. Sound estate planning is built upon a…
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