In the newest episode of Advice You Can Trust, James and Ryan tackle a new topic surrounding the roles and responsibilities of an executor. When faced with this role, oftentimes, individuals are unaware of the full extent of responsibilities th

Advice You Can Trust - Episode 7 (Five Mistakes of Successful Family Businesses)

Jul 14th, 2021 21m 45s

In the latest installment of Advice You Can Trust, James and Ryan dive back into the family dynamic, specifically challenges facing family businesses today. Through discussing these challenges, James has uncovered five specific mistakes that su

Advice You Can Trust - Episode 6 (Preparing Heirs for Their Inheritance)

Jun 3rd, 2021 24m 7s

In the sixth installment of Advice You Can Trust, James and Ryan explore the complex nature surrounding inheritances, specifically how to prepare heirs for receiving the inheritance itself. It's an unfortunate fact that inheritors often struggl

Advice You Can Trust - Episode 5 (A Family Constitution)

May 27th, 2021 30m

One of the biggest concerns facing affluent families is how to manage their wealth so that it achieves many goals. Their focus could be continuing to grow their wealth as it is transferred to younger generations, or aligning the use of that wea

Advice You Can Trust - Episode 4 (A Super Rich Best Practice That Can Benefit You, Too!)

May 6th, 2021 18m 46s

One of the smartest financial moves that individuals and families can make is to learn what strategies are being used by people who are wealthier than they are. By doing so, they can evaluate if they are in a position to benefit by adopting tho

Advice You Can Trust - Episode 3 (What Makes a Good Wealth Manager Great)

Apr 22nd, 2021 22m 12s

In the newest installment of Advice You Can Trust, James and Ryan unpack the essential elements a great wealth manager should possess. There are countless financial planners and wealth managers in the world that possess the highest-level of fin

Advice You Can Trust - Episode 2 (The Five Big Mistakes Affluent Homeowners Make)

Apr 8th, 2021 22m 11s

In the second installment of Advice You Can Trust, James addresses some critical mistakes that affluent homeowners are making these days. As your wealth increases, so does your responsibilities. For those that may own multiple homes, car collec

Advice You Can Trust - Episode 1 (Stress Testing)

Apr 1st, 2021 28m 47s

In the inaugural episode of Advice You Can Trust, we introduce you to the Wealth Manager at Cumberland River Group, James Nichols and launch into our first enlightening conversation surrounding the importance of stress testing. Given so much un

Rate