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The WealthSmith Podcast

Wealth Talks, Expert Insights

Deep conversations with financial advisors, estate planners, and successful investors about building and protecting generational wealth.

Episode 11

Self-Directed IRAs: Beyond Stocks and Bonds

38 min

Episode 12
Mar 05, 2026 42 min

Estate Planning for High-Net-Worth Families

Attorney Sarah Chen discusses advanced trust structures, the impact of the 2026 estate tax changes, and why every family with $5M+ needs a living trust.

Estate Planning Trusts
Episode 11
Feb 26, 2026 38 min

Self-Directed IRAs: Beyond Stocks and Bonds

IRA specialist Mark Rodriguez explains how investors use self-directed accounts to invest in real estate, crypto, and private equity within tax-advantaged wrappers.

IRAs Alternative Investing
Episode 10
Feb 19, 2026 35 min

The 1031 Exchange Playbook: Real Stories, Real Numbers

Real estate investor and CPA duo share case studies of clients who turned single properties into multi-million dollar portfolios using tax-deferred exchanges.

1031 Exchange Real Estate
Episode 9
Feb 12, 2026 45 min

Life Insurance as a Wealth-Building Tool

Insurance strategist David Park reveals how whole life policies function as tax-free savings vehicles and the "infinite banking" concept explained simply.

Life Insurance Wealth Strategy
Episode 8
Feb 05, 2026 28 min

Tax Optimization Strategies for 2026

CPA Jennifer Walsh breaks down the latest tax code changes and actionable strategies for high-income earners to legally reduce their tax burden this year.

Tax Strategy 2026 Updates

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