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The Fiduciary's Edge

Podkast av Mike Bishop, Michael Bishop

engelsk

Business

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Les mer The Fiduciary's Edge

The Fiduciary’s Edge is your guide to cutting through market noise and making smart, strategic decisions in an ever-changing financial landscape. Hosted by father and son duo Mike and Michael Bishop—seasoned fiduciaries with decades of combined experience—this podcast delivers clear, level-headed insights on what really moves markets, how to stay focused through volatility, and why long-term planning beats headline-driven reactions every time. Whether you're an investor looking to sharpen your approach or simply want to understand the risks, opportunities, and realities of managing wealth the right way, The Fiduciary’s Edge keeps you grounded and informed. Because while declines are temporary, the advance is permanent.

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5 Episoder

episode The Building Blocks of Estate Planning cover

The Building Blocks of Estate Planning

In this episode of The Fiduciary’s Edge, co-hosts Michael and Mike Bishop break down the fundamentals of estate planning and the costly mistakes families make when they wait too long to prepare. From wills and beneficiary designations to probate, inheritance tax, gifting strategies, and inherited IRAs, they unpack the real-world planning decisions that can impact your family for years to come. The Bishops also explain why estate planning is not one-size-fits-all, how to avoid creating unnecessary complications for your heirs, and why consolidating accounts and building the right advisory team matters more than most people realize. Whether you’re just starting your financial journey or managing a more complex estate, this episode offers practical insight into protecting your assets, minimizing confusion, and planning with clarity.

20. mai 2026 - 39 min
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