In this episode of the Fun Money Podcast Ross interviews Tresi Weeks, an Estate Planning Attorney who specializes in Special Needs Trusts.  They talk about several different scenarios and opportunities for caring for a special needs dependent after the death of their parents.  This planning is essential for parents with Special Needs children.   

To connect with Tresi visit https://weekslawfirm.com/ 
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell

Currently Listening: 

Tresi – Hayden Flute Concertos https://open.spotify.com/album/7tFdxIqGGCbtvKLbs0dMQB 

Ross – The Joshua Tree https://open.spotify.com/album/5vBZRYu2GLA65nfxBvG1a7 

In this episode of the Fun Money Podcast we interview Jason Meredith, a Board Certified Estate Planner, and demystify the experience of working with an estate attorney. We also discuss specific strategies and public policy related to estate planning. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
   

To connect with Jason visit https://meredithpc.com/
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell

Currently Listening: 

Texas Music Country Chart - https://www.texascountrymusicchart.com/chart

Lawrence Anthony - The Elephant Whisperer  https://www.audible.com/pd/The-Elephant-Whisperer-Audiobook/B00ANT8SQQ

Ian McEwan - Atonement - https://www.audible.com/pd/Atonement-Audiobook/B002V8HLBU

 This episode was produced, recorded, and edited by our summer intern Abhinav Muppidi. 

In this episode of the Fun Money Podcast we interview Jason Meredith a Board Certified Estate Planner and discuss what estate planning is, why it matters, and things to consider when choosing an attorney. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
  

To connect with Jason visit https://meredithpc.com/
To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell

Currently Listening: Texas Country - https://open.spotify.com/playlist/7fIdjWhWzPbf1g5OSDKOXw 

Weezer – Teal Album https://open.spotify.com/album/65sHj9PvsbyD0uugGHjueN 

1984 George Orwell - https://open.spotify.com/album/0uCfK4yNEqaCBISuGwgHdb

This episode was produced, recorded, edited by our summer intern Abhinav Muppidi. 

In this 5th episode of the concentrated assets series of the Fun Money Podcast, we continue the conversation with Kellie Stokes on holding vs flipping, tax, and series LLCs. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
 
 To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell

To connect with Kellie visit https://kfslegal.com/

Currently Listening: 

Zero 7- https://open.spotify.com/artist/14H7ag1wpQOsPPQJOD6Dqr

Aloe Blacc - https://open.spotify.com/artist/0id62QV2SZZfvBn9xpmuCl

Stevie Nicks - https://open.spotify.com/artist/7crPfGd2k81ekOoSqQKWWz

This episode was produced, recorded, edited by our summer intern Abhinav Muppidi.

In the 4th episode of the Fun Money Podcast focusing on concentrated assets we begin the conversation with Kellie Stokes on real estate investment, how to get your feet wet, and some legal structures. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
 
 To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell

To connect with Kellie visit https://kfslegal.com/

Currently Listening: 

Butt Rock -https://open.spotify.com/playlist/4GJgbCPMXHe4VJiVMttn7V

The Offspring - https://open.spotify.com/artist/5LfGQac0EIXyAN8aUwmNAQ

Miranda Lambert - https://open.spotify.com/artist/66lH4jAE7pqPlOlzUKbwA0

This episode was produced, recorded, edited by our summer intern Abhinav Muppidi.

In this episode of the Fun Money Podcast we finally discuss Cryptocurrency as part of our multi-episode series around concentrated assets. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
 
 To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell

Currently Listening: - Yacht Rock - https://open.spotify.com/playlist/37i9dQZF1DXb3m918yXHxA 

Iron & Wine - https://open.spotify.com/artist/4M5nCE77Qaxayuhp3fVn4V 

This episode was produced, recorded, edited by our summer intern Abhinav Muppidi.

In this episode of the Fun Money Podcast we continue our conversation about individual stock ownership as part of our multi-episode series around concentrated assets. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
 
 To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell

Currently Listening: - Lady Gaga - https://open.spotify.com/artist/1HY2Jd0NmPuamShAr6KMms 

Explosions in the Sky - https://open.spotify.com/artist/1uQWmt1OhuHGRKmZ2ZcL6p 

This episode was produced, recorded, edited by our summer intern Abhinav Muppidi.

In this episode of the Fun Money Podcast we open a new series about concentrated assets, what they can be, and how to begin evaluating them as additions to your investments.  We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
 
 To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell  

Currently Listening: Blue Oyster Cult - https://open.spotify.com/artist/00tVTdpEhQQw1bqdu8RCx2 

Future of Forestry - https://open.spotify.com/album/76OOjWKN20bRRkZgBRdriL 

“Classic Rock” – https://open.spotify.com/playlist/5BygwTQ3OrbiwVsQhXFHMz 

In this episode of the Fun Money Podcast we conclude a two-part conversation with Brandon O’Neill from Fidelity Charitable about ways to enhance your charitable giving with a few examples and strategies. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
 
 To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell

To connect with Brandon visit: https://www.linkedin.com/in/brandononeill/   https://www.fidelitycharitable.org/ 

Currently Listening: Paramore- https://open.spotify.com/artist/74XFHRwlV6OrjEM0A2NCMF 

Secret Life of Walter Mitty - https://open.spotify.com/album/4zSB5nqKVh9jQcRByMUcMG 

Alan Jackson  https://open.spotify.com/album/5AOdiY7XlBfcv7sfexeEjc

In this episode of the Fun Money Podcast we open a two-part conversation with Brandon O’Neill from Fidelity Charitable about ways to enhance your charitable giving with a few examples and strategies. We hope you’ll enjoy this episode and subscribe to automatically receive future episodes.
 
 To connect with Josh visit https://www.insightwp.com/team/josh-hargrove
To connect with Ross visit https://www.insightwp.com/team/ross-powell

To connect with Brandon visit: https://www.linkedin.com/in/brandononeill/ https://www.fidelitycharitable.org/  

Currently Listening: London Grammar- https://open.spotify.com/artist/3Bd1cgCjtCI32PYvDC3ynO 

Red Headed Stranger – Willie Nelson https://open.spotify.com/album/5aEtg4dxdBk4pj6SJ3hNsM 

Michael Jackson – Thriller  https://open.spotify.com/album/2ANVost0y2y52ema1E9xAZ