Building and Protecting Generational Wealth with Estate Planner Martin C. Johnson, Esq. Part 3

Building and Protecting Generational Wealth with Estate Planner Martin C. Johnson, Esq. Part 3

Author: The New Wealth Wave With Dr. Wallace February 18, 2025 Duration: 53:52
The New Wealth Wave Podcast With Dr. Wallace
BusinessEntrepreneurship

In this episode, host Dr. Joaquin Wallace welcomes back Martin Johnson, Esq., estate planning attorney and Founder of Johnson Law and Tax, to dive into the crucial topic of estate and tax planning.

The discussion focuses on stage six of the seven-stage generational wealth model: generational knowledge. Martin shares his expertise, offering listeners actionable insights into estate planning, tax preparation, and tax planning.

This episode covers the importance of having an estate plan, understanding probate, strategies for minimizing tax liabilities, and the vital role life insurance plays in securing financial stability for future generations.

With practical advice and illustrative anecdotes, this episode is a goldmine for anyone looking to build and preserve wealth for the next generation. Make sure you subscribe to stay informed with the latest in wealth-building strategies.

To learn more about Martin and his work, visit: https://www.360epi.com

LinkedIn: https://www.linkedin.com/in/martincjohnson Instagram: https://www.instagram.com/martinjohnsonesq

Schedule a consultation: https://calendly.com/360_361/estate-planning-initial-meeting


Hosted by Dr. Joaquin Wallace, The New Wealth Wave Podcast With Dr. Wallace is a thoughtful exploration of what it truly means to build a lasting financial legacy. The conversations here move beyond simple investment tips to examine the foundational principles of the Seven Stage Generational Wealth Model. Each episode features discussions with seasoned experts who unpack the complexities of wealth, from its initial accumulation to its careful preservation and ultimate transfer. You'll hear practical strategies and personal stories that address the real challenges and opportunities families face when planning for the long term. This podcast serves as a guide for entrepreneurs and business-minded individuals who are thinking not just about their own success, but about creating a meaningful impact for future generations. Tune in for a nuanced perspective on turning financial resources into a sustained, multi-generational advantage.
Author: Language: English Episodes: 47

Official website RSS
spotify
The New Wealth Wave Podcast With Dr. Wallace
Podcast Episodes
Second Quarter Lookback | The New Wealth Wave Podcast [not-audio_url] [/not-audio_url]

Duration: 15:11
A heartfelt thank you to our esteemed guests from Q2 of 2025 for The New Wealth Wave Podcast. Your discussions were not only challenging but also instrumental in driving change and making a significant impact on our audi…
1st Quarter Lookback | The New Wealth Wave Podcast [not-audio_url] [/not-audio_url]

Duration: 19:49
A heartfelt thank you to our esteemed guests from Q1 of 2025 for The New Wealth Wave Podcast. Your discussions were not only challenging but also instrumental in driving change and making a significant impact on our audi…
Empowering Women through Financial Literacy with Dr. Severine Bryan [not-audio_url] [/not-audio_url]

Duration: 43:34
In this episode of The New Wealth Wave Podcast, host Dr. Joaquin Wallace dives into the intricacies of stage four of his seven-stage generational wealth model with special guest Dr. Bryan, Financial Educator, Accredited…
The New Wealth Wave Podcast - Episode 27: 4th Quarter Lookback [not-audio_url] [/not-audio_url]

Duration: 19:03
A heartfelt thank you to our esteemed guests from Q4 of the New Wealth Wave Podcast. Your discussions were not only challenging but also instrumental in driving change and making a significant impact on our audience. As…

«12345»