EP. 7 : Natalie Black at Worden Thane P.C. | Lets Talk Wealth Podcast hosted by Robert Montes & Josie Allred

EP. 11 : Zach Gratton | Lets Talk Wealth Podcast with Robert Montes and Josie Allred

🎙️ Welcome to Let's Talk Wealth Pod! In this episode, we sit down with Zach Gratton, a passionate and driven real estate agent from Missoula, Montana, who’s making waves in the world of property and investments. 🏡 Zach shares his journey into the real estate industry, offering valuable insights into the Missoula market, tips for first-time buyers, and how to build lasting wealth through property. Beyond his professional expertise, Zach is preparing for an exciting new chapter in life—becoming a father! 🤰👶 To help support Zach : - Website : Gfgrealestate.com [http://Gfgrealestate.com] - Instagram : @Gfgrealestate [https://studio.youtube.com/channel/UChEFwraqpKZ4y10dM6r_bXw] 💡 Whether you're looking to learn about real estate, gain wealth-building knowledge, or hear inspiring stories about balancing career and family, this episode delivers it all. 🌟 Don’t miss the chance to hear Zach’s advice, personal experiences, and his unique perspective on life, business, and the future! 🔔 Be sure to like, comment, and subscribe for more inspiring conversations on wealth, growth, and success! Special thanks to Weezle Marketing : Weezle.com [http://Weezle.com] for helping with our marketing

EP. 10 : John 'JW' Allendorf | Lets Talk Wealth Podcast with Robert Montes & Josie Allred

Welcome to the Let’s Talk Wealth Podcast, where hosts Robert Montes and Josie Allred dive into the stories that inspire success and explore what it means to create a rich and fulfilling life. 🌟 In this episode, we’re thrilled to have sit down with John 'JW' Allendorf and talk "down old memory lane". We could have talked for 3 hours more about his life growing up, hitch hiking throughout the USA, going to Vietnam, his wife, and so much more! Very inspirational man with a lot of wise words to say. Get ready for an engaging conversation that covers everything from thriving in life, love, and respect with this episode. Special thanks to Weezle Marketing for producing this episode and helping us bring these impactful stories to life (Weezle.com [http://Weezle.com]) Subscribe now and join us as we explore the journeys of incredible individuals like John 'JW'. Let’s talk life, let’s talk balance, and most importantly, Let’s Talk Wealth! LetsTalkWealthpodcast.com [http://LetsTalkWealthpodcast.com]

EP. 09 : Ty Hobbs | Lets Talk Wealth Podcast with Robert Montes & Josie Allred

Welcome to the Let’s Talk Wealth Podcast, where hosts Robert Montes and Josie Allred dive into the stories that inspire success and explore what it means to create a rich and fulfilling life. 🌟 In this episode, we’re thrilled to sit down with Ty Hobbs, a dedicated dad, passionate supporter of Montana Grizz Sports, and expert in the world of real estate right here in Missoula, Montana. Ty shares his unique perspective on balancing family, business, and his love for sports while building a life full of purpose and connection. Get ready for an engaging conversation that covers everything from thriving in the real estate market, lessons learned on the field and in life, and how Ty defines true wealth beyond dollars and cents. Special thanks to Weezle Marketing for producing this episode and helping us bring these impactful stories to life (Weezle.com [http://Weezle.com]) Subscribe now and join us as we explore the journeys of incredible individuals like Ty Hobbs. Let’s talk life, let’s talk balance, and most importantly, Let’s Talk Wealth! LetsTalkWealthpodcast.com [http://LetsTalkWealthpodcast.com]

EP. 08 : Natalie Buchman | Lets Talk Wealth Podcast with Robert Montes & Josie Allred

Welcome to the Let’s Talk Wealth Podcast, hosted by Robert Montes and Josie Allred, where we explore what it really means to live a rich and intentional life. In this episode, we’re joined by the incredible Natalie Buchman, a teacher, wife, and mother based in Missoula, Montana. Natalie shares her journey of balancing the multifaceted roles of educator, partner, and parent, while pursuing her own version of wealth and fulfillment.Together, Robert and Josie dive into an inspiring conversation with Natalie about the challenges, triumphs, and lessons learned as she builds a meaningful life centered around family, community, and personal growth.If you’re looking for real stories, heartfelt connections, and actionable insights to help you define wealth on your own terms, this episode is for you. Don’t forget to like, comment, and subscribe to join us on this journey of discovering what truly matters. Tune in and let’s talk wealth!

EP. 7 : Natalie Black at Worden Thane P.C. | Lets Talk Wealth Podcast hosted by Robert Montes & Josie Allred

Estate Planning Basics with Attorney Natalie Black (Worden Thane) | Wills, Trusts, Probate & Powers of Attorney (Note : Not official legal advise) On this episode of Lets Talk Wealth Podcast, host Robert and co-host Josie talk with Natalie Black, a partner at Missoula law firm Worden & Thane, about her path from law school intern to partner and her “work hard, play hard” philosophy. Natalie explains core estate-planning documents—wills, trusts, powers of attorney, and living wills—why powers of attorney matter even for young adults, and how failing to plan can trigger costly guardianship/conservatorship proceedings. The conversation covers probate in Montana, strategies to avoid it (beneficiary designations, joint ownership, transfer-on-death deeds, and trusts), and why beneficiary designations can override a will. They compare Montana practice to “big law,” discuss revocable vs irrevocable trusts (including estate-tax and specialized needs planning concepts), touch on UTMA and 529 considerations, and highlight real-world scenarios involving incapacity, family conflict, and fraud risks. ( Note : Not to take this as official legal advice ) 00:00 Welcome to the Lets Talk Wealth Podcast 00:40 Work Hard Play Hard 03:24 Becoming a Law Partner 05:17 Why Law School 09:39 Standing Out in Interviews 16:34 Big Law vs Montana Practice 21:59 Choosing Estate Planning 27:30 Estate Planning Basics 32:31 Recruiting Drive to MEPS 33:01 Wrong Way Crash Scene 34:04 First Responder Aftermath 34:53 Estate Planning Cost Reality 36:07 Holographic Wills Explained 37:44 Power of Attorney Pitfalls 39:56 Beneficiary Designation Nightmares 43:34 Why Beneficiaries Override Wills 46:15 Probate Process Breakdown 51:38 Guardianship for Minor Kids 55:57 UTMA and 529 Tradeoffs 59:36 Changing UTMA Needs Court 01:02:53 Parenting Tangent and Control 01:05:09 Control in Marriage 01:05:57 Trust Basics Explained 01:07:13 Revocable vs Irrevocable 01:09:53 Estate Tax Gifting Trusts 01:12:52 State Laws and Community Property 01:15:39 Prenups and Protecting Wealth 01:25:56 Medicaid Trusts and Lookback 01:28:24 Corporate Trustees and Compliance 01:31:55 Special Needs Trusts 01:33:23 Medicaid Workarounds Reality 01:33:54 Estate Planning Priorities 01:35:13 Power of Attorney Basics 01:35:57 Living Wills and Trusts 01:37:09 Durable vs Springing POA 01:39:13 Limiting Authority and Fiduciary Duty 01:42:43 Undue Influence Red Flags 01:45:46 Challenging Capacity in Court 01:47:55 Scams and Advisor Intervention 01:52:27 Stewardship and Value Mindset 01:56:16 How to Connect and Wrap Up ( Disclaimer : This podcast is for general information and educational purposes only. This is not official legal or wealth advice)