Throughout 2022, the wealth management industry has given us plenty to talk about. And on the Financial Planning Podcast, those conversations are captured while giving listeners a closer look at the people powering the industry.

As the year-end approaches, it's important to consider a variety of your planning needs.

Seizing the opportunity for deferring taxes is worth a little advance strategizing. Learn what it takes to make this tactic work for your clients.

According to a recent study from Ameriprise Financial, eight in 10 people say passing on their financial values to the next generation of their family is important to them.

When it comes to building wealth, growing your net worth is half the battle. Building lasting wealth involves creating a plan for how it will be transferred and passed down to the next generation. This is known as generational wealth.

There’s a lot to consider when selling a business and tax planning is at the top of the list.

Good faith efforts are not enough, because lurking in the regulations are numerous procedures that have to be followed to achieve a successful deferred exchange.

It's not just Cardi B. Chief executives of some of the country's top companies are also getting really worried about the economy.