Your Inheritance

Your Inheritance

By Peter BochnewichBusiness
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Your Inheritance episodes

  • Fixed Income Portfolios with Guy Kosov, CFA

    In this episode of Your Inheritance with Peter Bochnewich, we welcome guest Guy Kosov, CFA, Portfolio Manager with Private Asset Management, Inc., a fee based wealth and asset management firm.

    Tune in as we discuss:

    * investing for a trust fund

    * the types and benefits of fixed income portfolios
    * different fixed income funds for different stages of life & risk tolerance
    * how Portfolio Managers help trustees

    Guy graduated with a B.A. in finance from Fresno Pacific university in 2018 he was awarded a Chartered Financial Analyst (CFA) designation. Guy has experience in portfolio management and research. Before joining PAM Guy was a portfolio manager at PIMCO focusing on fixed income portfolios. Guy was raised in Israel and was a competitive swimmer for Israel's national team.

    Connect with Guy:

    * Company Website: https://www.pamgmt.com/

    * LinkedIn: https://www.linkedin.com/in/guy-kosov-cfa-cfp-%C2%AE-2bb05065/

    * Phone: 858-750-4200

    About the Your Inheritance with Peter Bochnewich Podcast: Your rights, your obligations, your responsibilities — this podcast presents insights from experts if you're being sued over an estate or feel you're not getting your share.

    Subscribe to the Your Inheritance with Peter Bochnewich podcast: https://podcasts.apple.com/us/podcast/your-inheritance/id1667965904

    Connect with Peter Bochnewich:

    * LinkedIn (Peter): https://www.linkedin.com/company/martin-&-bochnewich/about/

    * LinkedIn (Bochnewich Law): https://www.linkedin.com/company/martin-&-bochnewich/about/

    * Facebook: https://www.facebook.com/BochnewichLawOffices/

    * Twitter: https://twitter.com/bochnewichlaw

    * Youtube: https://www.youtube.com/@BochnewichLaw/

    52 min
  • The Future of the Stock Market with David Allen, CFA, CFP®

    In this episode of Your Inheritance with Peter Bochnewich, we welcome guest David Allen, CFA, CFP®, Chief Economist/Research Analyst with Private Asset Management, Inc., a fee based wealth and asset management firm.


    Tune in as we discuss:

    * the current state, and future, of the stock market

    * comparison of market correction and recession

    * what an investor should do next

    * how monetary policy affects the economy


    David graduated magna cum laude in 2012 from the University of Maryland with degrees in mathematics and economics. He is a CFA charterholder and a member of the CFA Society of San Diego. David is also a Certified Financial Planner.


    Connect with David:

    * Company Website: https://www.pamgmt.com/ 

    * LinkedIn: https://www.linkedin.com/in/david-allen-cfa-cfp%C2%AE-32557755/   

    * Phone: 858-750-4200 


    About the Your Inheritance with Peter Bochnewich Podcast: Your rights, your obligations, your responsibilities — this podcast presents insights from experts if you're being sued over an estate or feel you're not getting your share.


    Subscribe to the Your Inheritance with Peter Bochnewich podcast: https://podcasts.apple.com/us/podcast/your-inheritance/id1667965904 


    Connect with Peter Bochnewich:

    * LinkedIn (Peter): https://www.linkedin.com/company/martin-&-bochnewich/about/

    * LinkedIn (Bochnewich Law): https://www.linkedin.com/company/martin-&-bochnewich/about/ 

    * Facebook: https://www.facebook.com/BochnewichLawOffices/ 

    * Twitter: https://twitter.com/bochnewichlaw 

    * Youtube: https://www.youtube.com/@BochnewichLaw/

    41 min
  • Capacity Issues in Estate Planning — Your Inheritance with Nicholas Van Brunt, Esq.

    In this episode of Your Inheritance with Peter Bochnewich, we welcome guest Nicholas Van Brunt, Esq., to talk about considerations on capacity issues, mental capacity issues in estate planning, and trust and estate litigation.


    Tune in as Peter and Nicholas discuss the capacity to make a will or a trust, what is required, the meaning of “undue influence’ and more.

    Read more on this topic: https://www.btrustlaw.com/blog/capacity-issues-in-estate-planning-and-trust-and-estate-litigation/

    Nicholas Van Brunt, Esq. is a partner with SheppardMullin, where he focuses on disputes over trusts estates, conservatorships and other fiduciary matters. Nicholas is a respected member of the Los Angeles legal community, and is known as an effective trust and estates litigator. Peter and Nicholas have personally worked together several times on complicated matters.

    Learn more about Nicholas Van Brunt:
     * Visit his business website: https://www.sheppardmullin.com/nvanbrunt
     * Connect with Nicholas on LinkedIn: https://www.linkedin.com/in/nicholas-van-brunt-he-him-7652973

    About the Your Inheritance with Peter Bochnewich Podcast: Your rights, your obligations, your responsibilities — this podcast presents insights from experts if you're being sued over an estate or feel you're not getting your share.

    Subscribe to the Your Inheritance podcast video channel on YouTube: https://www.youtube.com/@BochnewichLaw

    Connect with and learn more about Peter Bochnewich:
    * Linkedin (Peter): https://www.linkedin.com/in/peter-bochnewich-3a2953a/)
    * LinkedIn (Bochnewich Law): https://www.linkedin.com/company/martin-&-bochnewich/about/
     * Facebook: https://www.facebook.com/BochnewichLawOffices/
     * Twitter: https://twitter.com/bochnewichlaw
     * Youtube: https://www.youtube.com/@BochnewichLaw/about

    45 min

About Your Inheritance

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Your rights, your obligations, your responsibilities; Insights from experts if you're being sued over an estate or feel you're not getting your share.