HeyJaredThe Wealth Transfer Podcast
As much as 84 Trillion dollars worth of US assets - wealth - will transfer to younger generations over the next 20 years, but the received value of those assets may be significantly less.
- Indexed episodes, last 90 days
- 6
- Latest publication
- Aug 18, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
Who Gets the Business? How to Plan a Successful Family Business Transition | Laura Chiesman & Elizabeth Ledoux (opens the original)
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What happens when a business owner knows they need to transition someday, but hasn’t figured out who should take over, what should happen next, or how to protect the relationships involved? In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Elizabeth Ledoux, founder of The Transition Strategists, and Laura Chiesman, Managing Partner and Financial Advisor at Savant Wealth, to talk about business succession, family enterprise planning, and the people side of transition.
Estate Planning Done Right: How to Avoid Probate, Family Fights & Costly Mistakes | Aubrey Boswell (opens the original)
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What if your estate plan is technically complete, but still leaves your family confused, frustrated, or fighting after you’re gone? In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Aubrey Boswell, estate planning attorney and founder of Boswell PLLC, to talk about wills, trusts, probate, family conflict, legacy planning, and how to create an estate plan that actually works when your family needs it most. Aubrey explains why estate planning is about more than document
You've Planned for Retirement... But Have You Planned for Life After Work? | Dan Langworthy (opens the original)
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What if retirement is not just about having enough money, but knowing what the money is actually for? In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Dan Langworthy, founder of Fortress Financial Group, to talk about retirement planning, tax strategy, wealth transfer, and finding purpose in the next chapter of life. Dan explains why many retirees struggle to spend after decades of saving, how fear of running out of money can keep people from living fully, and why a
Oil, Gas, Mineral Rights & Royalties: A Guide to Protecting & Transferring Family Wealth | Tim Pawul (opens the original)
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Most people have heard of oil and gas royalties, but very few understand how mineral rights actually work. In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Tim Pawul, President of Minerals & Royalties Authority LLC and Partner at Tokenized Energy, to unpack the world of oil and gas minerals, royalties, non-operating interests, and energy investing. Tim explains why mineral rights are often described as “underground real estate,” how they can produce passive income, a
How YOU Can Protect Family Land, Oil & Gas, and Mineral Rights for Future Generations | Chace Daley (opens the original)
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What happens when a family inherits mineral rights, oil and gas royalties, farmland, or ranch assets, but no one knows how to manage them? In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Chace Daley, Director of Energy at Farmers National Company, to talk about the complexity of specialty land assets and how families can steward them well across generations. Chase explains how mineral interests, oil and gas royalties, working interests, farms, ranches, hunting lease
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