Tag: Estate Planning

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Why Estate Planning Can’t Wait (Ep. 9)

Why Estate Planning Can’t Wait (Ep. 9)

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When you think of estate planning, do visions of stuffy legal offices and endless paperwork come to mind? It’s time to change that.

In this episode, Thomas Manetta is here to change that perception. Drawing from years of firsthand experience, Thomas shares why estate planning isn’t just for the ultra-wealthy and why putting it off can lead to conflict, confusion, and costly legal battles. From sibling disputes to outdated trusts, he’s seen the ripple effects of poor planning. But thanks to new technologies and AI-powered tools, creating a legally sound estate plan is now simpler, faster, and more accessible than ever.

What you’ll learn from this episode:

  • Why waiting to plan your estate can tear families apart
  • How Thomas offers complimentary estate planning to clients
  • The surprising role AI is playing in the future of holistic financial advice
  • Common estate planning mistakes (and how to avoid them)
  • And more!

Connect with Thomas Manetta: 

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The Emotional Impact of Financial Decisions: A True Story (Ep. 3)

The Emotional Impact of Financial Decisions: A True Story (Ep. 3)

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What truly makes a financial advisor irreplaceable during life’s toughest times?

In this heart-touching episode of “Behind the Curtain Finance,” host Thomas Manetta shares the emotional journey of helping two sisters facing significant life challenges. Join Thomas as he navigates through complexities, offers empathy, and reshapes what it means to be a financial advisor today. Discover how Thomas turned a difficult situation into a bond of trust and transparency, underscoring the powerful impact of a truly client-first approach.

This is a must-listen for anyone who values genuine, conflict-free financial advice!

Thomas discusses:

  • How two sisters found financial clarity during a crisis [00:00:52]
  • The challenges and triumphs in offering true fiduciary care [00:03:30]
  • Navigating the complexities of handling a loved one’s financial affairs [00:07:24]
  • The strategic advantages of modern platforms like Altruist [00:13:19]
  • The profound personal growth that stems from delivering client-focused service [00:14:45]

This episode is a deep dive into the heart of financial advising, where human connection meets professional integrity.

Connect with Thomas Manetta: 

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