Tag: Estate Planning

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Beyond the Bull Market: Smart Investment Moves for 2025 with Bill Tucker (Ep.102)

Beyond the Bull Market: Smart Investment Moves for 2025 with Bill Tucker (Ep.102)

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What does the future of investing look like in 2025?

Brent Mekosh sits down with Bill Tucker on Smart Money Simplified to tackle the pressing issues shaping today’s financial landscape. From the growing risks of market concentration to innovative asset diversification strategies, this episode delivers key insights for investors navigating an uncertain economy.

Brent and Bill discuss:

  • The fragility of stock market concentration and its potential implications for investors [00:02:56]
  • The rising importance of alternative investments in a changing financial environment [00:05:02]
  • Political and economic shifts shaping 2025, including tariffs and fiscal policies [00:06:48]
  • The impact of the Jobs Cut and Tax Act expiration on estate taxes and business planning [00:15:37]
  • Strategic diversification into international markets and small-cap stocks [00:28:48]

Unlock a wave of financial foresight as the episode dives into themes like the ‘Age of Alpha’ and the changing financial tides under the new administration. Perfect for entrepreneurs, seasoned investors, or anyone keen on understanding the evolving economy—this episode promises a wealth of knowledge wrapped in engaging dialogue. Tune in, stay informed, and prepare for a future full of financial possibilities.

🎧 Tune in now!

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Revolutionizing Estate Planning: AI, Digital Assets, and Beyond with Rilus Dana (Ep. 46)

Revolutionizing Estate Planning: AI, Digital Assets, and Beyond with Rilus Dana (Ep. 46)

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Estate planning has changed over the years, from writing client information on paper and filing it to sending emails and having meetings online. 

Artificial intelligence (AI) is looking to take the next step in estate planning and change how the next generation will interact with their estate planners.

In this episode, Brent Mekosh speaks with Rilus Dana, an estate planning attorney at Rilus Law, about how AI will be incorporated into digital asset planning and creating estate plans for the next generation. Rilus shares his experience as a lawyer while revealing how estate planning and client communication have switched with the rise of technology and how it will continue to evolve.

Rilus discusses:

  • What estate planning looked like when he first became a lawyer in the early 2000s
  • Ways his generation understands and uses technology
  • The importance of creating a plan for digital assets as well as physical assets
  • Reasons the human element will always be necessary with the rise of AI 
  • And more!

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About Our Guest:

Rilus Dana is a sixth-generation native of Arizona and received a degree in business management from Arizona State University, all while working part-time as an estate planning law clerk for his dad. With over two decades of experience in the industry, Rilus recognizes that clients are busy and want a legal plan that just works and is easy to understand.

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