सर्वश्रेष्ठ Wilmington Trust पॉडकास्टस (2024)

1
051: Project TRUST (with Jim Boland) 1:09:17

29d ago1:09:17

1:09:17

Founder of Project TRUST, Jim Boland, joins the podcast to share how the program has been making a positive change in local schools over the years by hosting annual 3-day retreats for middle school students that are designed to help break down barriers between different social groups. The students then return to school with a newfound respect, trus…

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054: Schappacher Farms Through the Pumpkin Vine (with Butch & Bethany Schappacher) 1:01:15

4d ago1:01:15

1:01:15

We love interviewing local farmers who have a passion for sharing their AG experience with our community! Father and Daughter-In-Law Butch and Bethany Schappacher with Schappacher Farms join the podcast to share how they started and grew a hobby pumpkin farm in Mason, Ohio, and then retired for two years, just to start again from scratch after driv…

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053: The Story of Casey Pitzer - Beyond the Spectacle Online and at City Council 1:07:06

6d ago1:07:06

1:07:06

For us, trying to understand WHY Greg Pitzer and Darrell Perry continue to pursuit a sense of peace and justice for the death of Greg’s daughter, Casey Pitzer, has been like trying to drink from a “fire hose” of information and emotions… So, to simply help our community (and ourselves) understand the story (and logic) behind the “spectacle” online …

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052: Your Premier Real Estate Concierge (with Kat Williams) 1:06:57

14d ago1:06:57

1:06:57

“Do what you fear” - Kat Williams with EXP Realty joins the podcast to discuss what it takes to be a “hyper local” real estate agent, as well as news about the new ‘Creekview’ neighborhood at the old Drive-In property by DR Horton.द्वारा Real Change Wilmington

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The Election and the Future of Tax Reform: What It May Mean For You 15:21

23d ago15:21

15:21

The stage is set for this year’s presidential election. Regardless of who wins the election, reviewing the scheduled expiration of certain tax code provisions enacted as part of the 2017 Tax Cuts and Jobs Act will likely be an initial priority. What might this mean for the estate, gift, and generation-skipping transfer tax exemption; the qualified …

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050: Wheelies on Mulberry Bike Shop (with Josh & Terri Schlabach) 1:06:04

2M ago1:06:04

1:06:04

Owners of Wheelies on Mulberry, Josh and Terri Schlabach, join the podcast to share their inspiring story of believing in each other, taking risks, and starting a bike shop for our community that has also blessed their family in unexpected ways.द्वारा Real Change Wilmington

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049: Smitty's Detail Shop & Schmidt's Automotive (with Jacob Schmidt & Tyler Kuhbander) 50:31

2M ago50:31

50:31

Jacob Schmidt and Tyler Kuhbander from Smitty's Detail Shop & Schmidt's Automotive, join the podcast to share their story of opening a one-stop automotive shop, focused on five-star service and convenience. “We're just trying to show the community that you don't [have] to be scared going to an automotive shop. Come on in, [and] let us show you what…

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Four Ways to Use Charitable Giving to Engage Your Family in Estate Planning 9:23

2M ago9:23

9:23

Estate planning can be complex, and many people want to do everything they can to ensure both their assets and their heirs are successful. One of the best ways to achieve this goal is to engage your entire family in the process. But when is the right time to bring the conversation up? Who should be involved? What should be shared? Listen as Alexa B…

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048: For The Love Of Ink Tattoos & Body Piercing (with Chris Walls) 1:12:17

2M ago1:12:17

1:12:17

Owner of For The Love Of Ink, Chris Walls, joins the podcast to share his story of opening a family-friendly and community-focused tattoo and body piercing shop. “My morals are basically just, ‘loving everybody and treating people good’. I’m not a perfect man by any means (ask my wife, she’ll tell ya), [but] I do the best I can to treat people righ…

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047: Clinton County Free School Supply Drive (with Jason Stoops & Lee Sandlin) 20:04

2M ago20:04

20:04

Jason Stoops and Lee Sandlin join us on the podcast to talk about their upcoming School Supply Drive and the history of the program. This is a great episode for those interested in learning about community resources available during back-to-school time!द्वारा Real Change Wilmington

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046: Happy Cows Creamery at New Horizon Farm (with Donald Bickel) 48:47

3M ago48:47

48:47

Happy Cow’s Creamery owner, Donal Bickel, joins the podcast to share the story of Clinton County’s LAST dairy farm and how his family made a “real change” from selling 100% their milk to a co-op in West Virginia to now selling their milk direct-to-consumer and even opening their own retail store during COVID. Donald also shared how his family recen…

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2024 Midyear Market and Economic Outlook 32:02

3M ago32:02

32:02

In this episode of "Capital Considerations," Tony is joined by Chief Economist Luke Tilley and Head of Investment Strategy Megan Shue to reflect on the surprises of the first half of 2024—particularly around inflation and economic growth—and project their cautiously optimistic market and economic expectations through the end of the year. For more i…

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045: Cowan Lake State Park (with Caden Sauerbrey) 53:28

3M ago53:28

53:28

Caden Sauerbrey with Cowan Lake State Park joined the podcast to share information regarding his role as the park's naturalist, the amenities, and activities that our State Park has to offer! This is a great podcast for those interested in learning about free and inexpensive activities to participate in over the summer!…

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044: Bank Barn Meats (with Rachel Jarman) 1:03:57

3M ago1:03:57

1:03:57

Rachel Jarman with Bank Barn Meats joins the podcast to share how she bought her family’s farm and raises lamb meat that has been served at Kava Haus, Lumberton General Store, Trail Haus, and the Clinton County Farmers Market! This is a great podcast for anyone interested in learning about a local farmer or starting their own farm!…

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Empowering the Family Through Wealth Education 8:29

3M ago8:29

8:29

As many successful families have learned over time, having a family wealth education plan in place for family members can be very empowering for the next generation. And when heirs feel empowered and engaged in the family’s legacy, a smooth transfer of wealth can result. Listen as Allison Pierce, wealth strategist for Wilmington Trust Emerald Famil…

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The Hard Work of Business Transition: The Best Way Out is Always Through 9:57

3M ago9:57

9:57

Long-term financial planning considerations, family legacy concerns, income and estate tax ramifications, transaction structuring, community and workforce impact, legal documentation, along with the reality—and finality—of “letting go” typically make a business transition one of the most difficult things a business owner will ever do. Listen as Stu…

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Using the College Planning Process to Springboard Messages About Values and Financial Literacy 10:21

3M ago10:21

10:21

It often requires an intentional effort from parents to uncover and take advantage of moments during a child’s upbringing to incorporate financial discussions and lessons. Listen as Jerry Inglet, senior family legacy advisor for Wilmington Trust’s Emerald Family Office & Advisory®, discusses how to leverage the preparation and decisions connected t…

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This Ain’t My First Rodeo—The Value of Experienced Advisors in a Business Sale 7:09

3M ago7:09

7:09

For many entrepreneurs, selling a business is uncharted territory. Not surprisingly, engaging the right team of experienced advisors to assist in the transaction may elevate their chances of success. Listen as Stuart Smith, national director of Business Value Strategies for Wilmington Trust Emerald Family Office & Advisory,® discusses the value of …

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Understanding State Residency Rules for Income Tax Purposes 9:19

3M ago9:19

9:19

Understanding state residency rules as an income tax planning strategy may be important for people who live in more than one state. But these rules can be complicated and tend to vary across states. Moreover, the state residency rules for trusts can be even more complex. In this podcast, Tom Kelley, national director of Income Tax Planning for Wilm…

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Changing an Irrevocable Trust 8:20

3M ago8:20

8:20

There are good reasons a family may consider changing the terms of an irrevocable trust. For instance, maybe there has been a change in a beneficiary’s ability to manage family resources, or perhaps a new trustee was named. Fortunately, “irrevocable” does not necessarily mean set in stone. In this podcast, Jeff Wolken, national director of Delaware…

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Paving the Way to Discussing Wealth and Legacy Plans with Family 12:10

3M ago12:10

12:10

Discussing wealth and legacy plans with family can be challenging and somewhat uncomfortable, especially when family members disagree about the goals. However, having open communication about the family’s heartfelt values and aspirations can help sustain a desired legacy through future generations. In this podcast, Julie Weiss, national director of…

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What is the Corporate Transparency Act? 9:35

3M ago9:35

9:35

Business owners, tax planners, and anyone who works with business entities should understand the new obligations they will face next year under the Corporate Transparency Act—the most significant anti-money-laundering legislation since the Patriot Act in 2001. In this podcast, Kerry Reeves, director of Wealth Strategies for Wilmington Trust Emerald…

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Naming a Trust as Beneficiary of a Retirement Plan 9:28

3M ago9:28

9:28

When retirees pass away before using all the assets in their retirement plans, the remaining funds in those accounts typically pass to a named beneficiary. In certain instances, naming a trust as beneficiary of the plan may be the most prudent course of action, particularly if the retiree wants oversight of the funds for the benefit of a minor chil…

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Should parents consider differentiated inheritances for children? A podcast discussion of fair versus equal. 9:28

3M ago9:28

9:28

Parents with multiple children often grapple with issues around fairness and equality when structuring their estate plans. With intentional thought and communication, and sometimes a third-party facilitator, parents can strive to achieve their wishes where intentions are understood and negative impacts for a family are reduced as inheritances are d…

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Choosing the Right Vehicle for your Charitable Giving 13:27

3M ago13:27

13:27

There are many different vehicles for charitable giving that can help support your objectives and create a philanthropic legacy. Charitable giving is an important discussion to have with your advisors to determine whether your charitable giving is best done individually or through a trust, a private foundation, donor advised fund, or another entity…

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SECURE Act 2.0: What the New Law May Mean For You 8:24

3M ago8:24

8:24

The new SECURE Act 2.0, which passed into law last month, may have far reaching implications on retirement planning in the U.S. This “sequel” legislation builds upon many of the themes found in the prior Act, such as expanding access to retirement accounts in cases of hardship and moving the age when required minimum distributions begin. In this po…

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Changing a Trust's Location (Situs) 7:10

3M ago7:10

7:10

The location, or situs, of someone’s personal trust may have a significant impact on how the trust is taxed and the flexible laws available to facilitate ongoing administration. Changing a trust’s situs can be as easy as changing the trustees to a more favorable location. Listen as Jeffrey Wolken, national director of Delaware Trust Planning Strate…

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Irrevocable Life Insurance Trusts 9:53

3M ago9:53

9:53

For many individuals, the purchase of life insurance is designed to mitigate risks including replacing income in the event of a premature death, leaving a legacy for heirs, and providing a source of liquidity for the payment of estate taxes. For those focused on the last of those risks – providing a source of liquidity for estate taxes – it can be …

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China's Economic Engine: Strategies and Global Impact 33:54

4M ago33:54

33:54

Why is it important to stay focused on the data in order to make informed investment decisions? Listen as Chief Investment Officer Tony Roth speaks again with Shehzad Qazi from China Beige Book about the challenges the Chinese economy is facing. They examine three obstacles: global supply-chain dynamics; the struggle to boost domestic consumption a…

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043: Clinton County Trails Coalition (with Bruce Saunders) 1:15:17

4M ago1:15:17

1:15:17

Bruce Saunders with Clinton County Trails Coalition visits the Real Change Wilmington Podcast to share how the organization got started and what the vision is for Wilmington's trails. Learn more about Clinton County Trails Coalition at clintoncountytrails.org.द्वारा Real Change Wilmington

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042: Direct Pay Primary Care (with Tracy D Kelley) 34:27

4M ago34:27

34:27

Tracy D Kelley joined us on the podcast to explain the benefits and details of direct pay primary care.द्वारा Real Change Wilmington

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Crypto for the Masses: Will It Become an Everyday Currency? 29:55

4M ago29:55

29:55

With cryptocurrencies—and Bitcoin (BTC) in particular—back in the news and driving markets, Tony sat down with portfolio manager Jason Lee to discuss hot topics such as, what is BTC “halving” and why is it important; what the differences are between owning spot BTC exchange-traded funds vs. owning BTC directly; and the challenges BTC confronts in b…

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041: A Deep-Dive Into Wilmington's Pool (with Jeff Linkous & Stephanie Hughes) 28:38

4M ago28:38

28:38

Stephanie Hughes and Jeff Linkous with Clinton Swim & Tennis Club joined us on the podcast to share the history and importance of Wilmington's community pool.द्वारा Real Change Wilmington

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040: Sonshine Christian School (with Cassie DeBoard) 34:12

5M ago34:12

34:12

Cassie DeBoard is the NEW(ish) director of Sunshine Christian School inside Wilmington Church of Christ at 909 W Locust Street. She stops by the podcast to share what’s new on the school’s horizon. Cassie has a Masters Degree in Early Childhood Education and 6-years of teaching experience in public school. She hopes to help the school will be known…

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039: From Laundromat Libraries to Literacy Foundation (with Karen Long & Elizabeth Huber) 48:14

5M ago48:14

48:14

Karen Long and Elizabeth Huber with Clinton County Literacy Foundation stop by the podcast to share their passion for reading and journey from laundromat libraries to a 501(c)(3) registered nonprofit.द्वारा Real Change Wilmington

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Navigating the Economic Terrain: Soft Landing or Inflation Obstacle Course? 42:25

6M ago42:25

42:25

Chief Investment Officer Tony Roth, Head of Investment Strategy Meghan Shue, and Chief Economist Luke Tilley discuss the twists and turns of the market and economy while keeping their eyes peeled for opportunities in the face of persistent obstacles, such as inflation. Discover why they believe that although equity values may seem fairly priced, th…

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038: Wilmington College Community Gardens (with Cassi Carter) 50:39

6M ago50:39

50:39

Cassi Carter, Director of Wilmington College Community Gardens, stops by the podcast to share about her passion for gardening and sustainability. Contact growhealth7@gmail.com to sign-up for a free garden bed and join a supportive community. 🍎 Apple: https://bit.ly/rcwp-apple 🤖 Google: https://bit.ly/rcwp-google 🟢 Spotify: https://bit.ly/rcwp-spoti…

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037: Doc's Dogs Food Cart (with Jeff Schussler and Kim Law) 35:49

6M ago35:49

35:49

Listen to learn about Kim and Jeff and the big plans they have for their new business 'Doc's Dogs'.द्वारा Real Change Wilmington

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Canvas and Capital: Exploring Art as an Investment 30:55

7M ago30:55

30:55

We are revisiting a previous episode of Capital Considerations where I explored the intersection of art and finance with Charlie Banta, former board president of the Buffalo AKG Art Museum. During our discussion, we spoke about the intricacies of investing in art, how certain high-value assets can appreciate in value long term, and the possibility …

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036: Inside Wilmington Parks & Recreation (with Ivy Ortman) 50:13

7M ago50:13

50:13

Ivy Ortman stopped by the podcast to share her experience with Columbus Parks & Rec and the Army Reserves, as well as talk about her vision for new activities and programs. 🍎 Apple: https://bit.ly/rcwp-apple 🤖 Google: https://bit.ly/rcwp-google 🟢 Spotify: https://bit.ly/rcwp-spotify 🎥 YouTube: https://bit.ly/rcwp-youtube 😎 Website: https://bit.ly/r…

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2024 Capital Markets Forecast 41:06

9M ago41:06

41:06

During a recent event in New York City Chief Investment Officer Tony Roth, Head of Investment Strategy Meghan Shue, and Chief Economist Luke Tilley discussed their 2024 Capital Markets Forecast, the team's economic and investment outlook for the year ahead. During the in-depth discussion, which was moderated by CNBC's Sue Herera, they shared their …

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035: Beckers SMASH-tastic Burgers (with Clinton Becker) 1:34:41

9M ago1:34:41

1:34:41

Owner of Beckers SMASH-tastic Burgers, Clinton Becker, visits the podcast to share his rollercoaster story of real change! He’s gone from “Dirtbag Clinton” who went to prison in Florida for timeshare fraud, to “Honest Car Guy” who has helped locals raise thousands of dollars for charity, to the now “Harry Potter of Burgers” who serves the best smas…

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034: The Kairos Story of Community, Christ & Coffee (with Robyn Morris) 48:47

10M ago48:47

48:47

💕😇☕️ Robyn Morris, owner of Kairos Coffee, stoped by the podcast to share her journey as an (almost) actress in California, amazing mother, diligent prayer warrior, and current day coffee house owner loving life with her family and team of baristas. 🍎 Apple: https://bit.ly/rcwp-apple 🤖 Google: https://bit.ly/rcwp-google 🟢 Spotify: https://bit.ly/rc…

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Canvas and Capital: Exploring Art as an Investment 30:14

10M ago30:14

30:14

Are you looking to add value to your portfolio through nontraditional means? Chief Investment Officer, Tony Roth, explores the fascinating intersection of art and finance with special guest Charlie Banta. Listen as they explore the intricacies of investing in art and discuss the factors that make certain pieces rise in value over time. The conversa…

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033: "Santa Q" is Coming to Town (with Quintin Koger Kidd) 1:07:40

10M ago1:07:40

1:07:40

Santa Claus took some time out of his busy schedule to be on our podcast! Did you know that he used to be the mayor of a small town in California, met his now wife on Craigslist, or lost his stepson to addiction? Hear the story of the man behind the beard, Quintin Koger Kidd (aka “Q”), and how his journey of highs and lows has made him into a man o…

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032: Inside Clinton County Job & Family Services (with Nicole Rodman & Amanda Randolph) 1:06:11

11M ago1:06:11

1:06:11

Nicole Rodman and Amanda Randolph stopped by the Real Change Wilmington podcast to discuss the four units that make up our Clinton County Job & Family Services: Family Services Child Protection Child Support OhioMeansJobs Their insights into the challenges faced by vulnerable populations and the resources that are available to empower them was trul…

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Electric Vehicles: The path to a greener tomorrow? 40:08

11M ago40:08

40:08

As the world grapples with climate change and the need to reduce greenhouse gas emissions, many ask if EVs are a promising solution? Listen as Chief Investment Officer Tony Roth and Corey Cantor, electric vehicle associate at BloombergNEF, discuss the lifecycle analysis of EVs, from battery production to charging sources. They also delve into inves…

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Election 2024 Countdown: Economic, Market & Geopolitical Risks in the Year Ahead 35:31

11M ago35:31

35:31

With the recent stressors on the stock market, Chief Investment Officer Tony Roth, Chief Economist Luke Tilley, and Head of Investment Strategy Meghan Shue reflect on the tumultuous months leading up to our discussion and put into context the crucial factors shaping the landscape for the fourth quarter and beyond, counting down to Election Day 2024…

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031: The Banned Book Nook & Other Curiosities (with Rachel & Lily Collins) 1:20:32

11M ago1:20:32

1:20:32

Real Change Wilmington sits down with owner of the new bookstore on Mulberry Street, Rachel Collins and her daughter Lily. To learn more about The Banned Book Nook & Other Curiosities, visit www.facebook.com/people/The-Banned-Book-Nook-and-Other-Curiosities/61550885279341/द्वारा Real Change Wilmington

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Cybersecurity: Safeguarding the Digital Frontier 38:44

12M ago38:44

38:44

In this episode of Capital Considerations, Tony Roth discusses the crucial topic of cybersecurity with Eric Trexler, senior vice president at Palo Alto Networks. Together they shed light on the ever-evolving threats that individuals and businesses face in the digital age. Should two-factor authentication and password management be commonplace and w…

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