26. Philanthropic Advising with Dr. Jennifer Lehman

Land & Everything Else

#Podcasting Education #Dr. Craig Lemoine & Ailie Elmore #Ailie Elmore #Dr. Craig Lemoine

22:08

Host Francesca Amiker sits down with directors Joe and Anthony Russo, producer Angela Russo-Otstot, stars Millie Bobby Brown and Chris Pratt, and more to uncover how family was the key to building the emotional core of The Electric State . From the Russos’ own experiences growing up in a large Italian family to the film’s central relationship between Michelle and her robot brother Kid Cosmo, family relationships both on and off of the set were the key to bringing The Electric State to life. Listen to more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…

il y a un an 37:14

MP3•Maison d'episode

What advice can you give… to someone who’s giving? In this episode, our guest Dr. Jennifer Lehman explains how professionals can improve estate planning and charitable giving advice with the Chartered Advisor in Philanthropy (CAP) designation. We touch on managing family discussions, planning wealth transfers, and using tools like trusts and donor-advised funds for smarter philanthropy.

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36 episodes

Land & Everything Else

26. Philanthropic Advising with Dr. Jennifer Lehman

Land & Everything Else

published il y a un an

MP3•Maison d'episode

Connect with us!

36 episodes

#Podcasting Education #Dr. Craig Lemoine & Ailie Elmore #Ailie Elmore #Dr. Craig Lemoine

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Land & Everything Else

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36. Commodities and Non-Traditional Investments with Alan Hutchison 27:25

il y a environ 6 jours27:25

27:25

Commodities play a big role in investing, but many people overlook them. Alan Hutchison from Dimensional Fund Advisors explains what they are, how they work, and why they can help strengthen your portfolio. Key Takeaways: Why investors are starting to pay more attention to commodities How today’s market trends affect commodity prices The importance of knowing supply and demand in commodity markets How adding commodities can make your investments more stable Real examples of how commodity investments can make a difference Connect with us! Alan Hutchison on LinkedIn Dimensional Fund Advisors Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

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35. Start Thinking Rich with Dr. Brad Klontz and Adrian Brambila 33:36

il y a environ 20 jours33:36

33:36

Dr. Brad Klontz and Adrian Brambila join the show to explain the harsh truths that will take you from broke to financial freedom. Learn how small lifestyle tweaks—like shared living spaces and public transport—can lead to big financial wins. Here are the key takeaways: • A rich versus poor mindset in financial planning • The importance of investing rather than simply spending • The influence of social media on perceptions of wealth • Practical advice for college students on beginning investment • Reflection on social circles and their impact on financial success Connect with us! Start Thinking Rich Adrian Brambila on LInkedIn Dr. Brad Klontz on LinkedIn Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

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34. Blockchain, Big Data, and the Future of Finance with Bill Kelly 29:07

il y a 5 weeks29:07

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From Wall Street to wealth management, our guest Bill Kelly shares how trillions have shifted into private markets, the role of technology in investment strategies, and the push for financial democratization. Tune in for his takes on due diligence, data-driven decisions, and the future of alternative investments! Connect with us! Bill Kelly on LinkedIn CAIA Association Educational Alpha Podcast Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

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33. What to Look For in a Farmland Investment with Michael Stockburger 28:28

il y a 7 weeks28:28

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In this episode, Michael Stockburger from Nuveen Natural Capital helps explain the complexities of investing in farmland, like timing and appreciation trends. He highlights a range of considerations such as quality, long-term goals, and patience in navigating the agricultural investment landscape. We get into: • When it’s a good time to buy or sell • Nuveen’s investment philosophy • Farmland appreciation trends over the past 20 years • The impact of rising interest rates on farming investments • The importance of ESG practices in modern agriculture Connect with us! Michael Stockburger on LinkedIn Nuveen Natural Capital Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

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32. How Cody Garrett Found a Niche in DIY Finance 35:17

il y a 9 weeks35:17

35:17

Cody Garrett redefines financial planning with his 'advice only' model, empowering DIY investors to take control of their financial futures. Join us as Cody breaks down: • His journey from music to financial planning • The significance of teaching in understanding finance • Alternative investments and personal passions in financial planning • Customizing financial plans for individual needs • Shifting attitudes towards non-traditional investing Resources Mentioned: Cody’s Data Gathering Worksheet Connect with us! Cody Garrett on LinkedIn Measure Twice Planners Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

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31. Planning for a Fulfilling Retirement with Christine Benz 26:47

il y a 11 weeks26:47

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In this episode, we dive into the complexities of retirement with Christine Benz, emphasizing the balance between financial planning and emotional well-being. Christine also shares key themes from her book such as aging in place, proactive decision-making, and cultivating social connections to ensure a fulfilling retirement. Tune in to hear more about purpose and financial simplicity in your post-work life! Connect with us! Christine Benz on LinkedIn Morningstar, Inc. “How to Retire” by Christine Benz Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

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30. How Alternatives Can Fit in Your Portfolio with Zach Ivey and Dan Crowley 25:46

il y a 13 weeks25:46

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Explore smarter investing with Zach Ivey and Dan Crowley from Savant Wealth Management on this week’s episode. We dive into alternative investments, building trust with clients, and using AI to enhance wealth management—all while keeping the human touch. We break down the dynamics of equities, fixed income, real assets, and illiquid investments—all tailored to unique client needs. PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at www.savantwealth.com/important-disclosure Connect with us! Dan Crowley on LinkedIn Zach Ivey on LinkedIn Savant Wealth Management Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

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29. Building a Financial Plan with Doug Morton and Chip Kalousek 27:16

il y a 15 weeks27:16

27:16

How do you take control of your financial future? Chip Kalousek and Doug Morton from Savant Wealth Management share the secrets to building a solid financial plan. Learn why having a clear process, setting personal goals, and involving both partners in decision-making can make all the difference. Discover how Savant uses online tools to give clients a complete financial check-up and how their evidence-based investing strategy helps reduce costs and increase results. Plus, hear about the exciting future of wealth management and the role young advisors will play in shaping it. PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at www.savantwealth.com/important-disclosure Connect with us! Chip Kalousek on LinkedIn Doug Morton on LinkedIn Savant Wealth Management Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

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28. The Path to Financial Planning with Philip Wegman 27:14

il y a 17 weeks27:14

27:14

Philip Wegman joins “Land & Everything Else” to share his journey from Kansas State to helping clients at Emberwood Capital Partners. Philip talks about his early career, balancing client relationships with financial planning, and his advice for building a rewarding career. Get tips on smart retirement planning, tax strategies, and thriving in hybrid work. Perfect for new grads and anyone in finance! Connect with us! Philip Wegman on LinkedIn Emberwood Capital Partners - formerly IPI Wealth Management Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

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27. Alternatives in Capital Management with John Lavery 29:07

il y a 19 weeks29:07

29:07

How do capital management firms handle alternatives? John Lavery from Emberwood Capital Partners joins the conversation to explain why farmland can be a valuable, steady investment despite its low trading volume and current interest rate challenges. John shares insights on succession planning for farmers and how large firms are making high-quality investments more accessible. Plus, we offer practical advice for new financial advisors on building expertise and managing firms more effectively. Connect with us! John Lavery on LinkedIn IPI Wealth Management - Now Emberwood Capital Partners Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

Land & Everything Else

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26. Philanthropic Advising with Dr. Jennifer Lehman 37:14

il y a 21 weeks37:14

37:14

Land & Everything Else

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25. Managing Farmland in Your Portfolio with Dave Muth 27:25

il y a 23 weeks27:25

27:25

Dave Muth from Peoples Company stops by to talk about all things farmland investment. He covers services like crop insurance and how they help connect investors with farmland opportunities. Dave also talks about the challenges investors face and strategies for managing different risks, from stable crops like corn to riskier options like almonds. We also preview the Land Investment Expo, a great event for learning and networking in the farmland investment world. Connect with us! Dave Muth on LinkedIn Peoples Company Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

Land & Everything Else

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24. Revolutionizing Land Investment with Carter Malloy 20:18

il y a 25 weeks20:18

20:18

Ever wondered why land investment feels so opaque compared to stocks? Join us for this episode where we host Carter Malloy, CEO of Acres, who breaks down their game-changing platform, AcreTrader. Bringing transparency to land valuation, Carter explains how AcreTrader provides a treasure trove of data—from parcel size and ownership to comparable sales and flood zones. This episode is essential for landowners, investors, and financial advisors looking to make informed decisions across diverse land types, such as agriculture, development, timber, and recreational properties. We also spotlight the Agriculture Focus Financial Planner (AFFP) designation at the University of Illinois, Urbana-Champaign, discussing its pivotal role in equipping financial planners to serve farming and agribusiness clients better. By drawing parallels between AcreTrader and Bloomberg for land information, we explore how robust data and mapping capabilities are revolutionizing the land investment landscape, making it more accessible and less intimidating. Connect with us! Carter Malloy on LinkedIn Acres Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

Land & Everything Else

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23. Building Wealth and Enhancing Retirement with Jamie Hopkins 32:51

il y a 27 weeks32:51

32:51

In this episode, Jamie Hopkins, CEO at Bryn Mawr Capital Management, shares practical tips for building financial success. How do you develop good money habits in your 20s and 30s? We provide tips, such as, saving automatically, managing spending, and investing wisely. Additionally, Jamie explains when to focus on growing wealth and when to start diversifying to protect it. We also discuss seeking reliable financial advice, understanding complex strategies like Roth conversions, and the risks and rewards of investing in real estate. As you plan for retirement, Jamie covers moving beyond traditional investments and explores options like crypto, real estate, and other assets for a more stable future. Tune in for guidance on smart money moves at every stage of life! Connect with us! Jamie Hopkins on LinkedIn Bryn Mawr Capital Management FinServ Foundation Dr. Craig Lemoine on LinkedIn Agriculture Focused Financial Planning Land & Everything Else YouTube Channel…

Land & Everything Else

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22. Tokenized Farmland and Other Investment Strategies with Jeff Post 13:13

il y a 29 weeks13:13