Podcasts

In this recent episode of Law and Financial Order, Warner Wealth advisor Robyn Wolcott, CFP®, estate planning attorney Erin Duques sit down with insurance specialist Morgan Krause from Anderson Krause Insurance. This episode focuses on...

In a recent episode of Physicians Wealth Meds, Kevin Sullivan, AIF®, Financial Advisor at Warner Wealth, sits down with Dr. David Phelps—former dentist, founder of Freedom Founders, and long-time advocate for helping professionals...

In this recent episode of Law and Financial Order, Warner Wealth advisor Robyn Wolcott, CFP®, estate planning attorney Erin Duques continue their conversation on end-of-life planning with Dr. Joseph Sacco, Chief Medical Officer at...

In this episode of Law and Financial Order, Warner Wealth advisor Robyn Wolcott, CFP®, and attorney Erin Duques explore end-of-life planning, focusing on hospice (what it is and isn't), its financial and caregiving realities, and the...

In the “Houston, We Have a Minor Problem” episode of Law and Financial Order, financial advisor Robyn Wolcott and attorney Erin Duques share practical guidance on planning for your children’s future. Erin explains that a minor is...

Financial Medicine for DoctorsCase: Are Your Assets Protected from a Lawsuit?As a physician, your success makes you a target. The more you own—your practice, buildings, investments—the more attractive you are to a potential plaintiff...

🎉 We’re live! In the debut episode of Tax Cents, James Warner, CFP®, Lead Wealth Advisor at Warner Wealth and co-owner of Warner Allred Tax Solutions, teams up with Matt Allred, CPA, co-owner of Warner Allred Tax Solutions, to kick off...

In this episode of Law and Financial Order, Warner Wealth advisor Robyn Wolcott and attorney Erin Duques tackle the world of Roth IRA conversions -- yes, that magical way to make your money grow tax-free! They highlight that a Roth IRA...

As we approach this special time of year, we find ourselves reflecting on the relationships, conversations, and milestones that have shaped the past twelve months. One thing stands out above all: how grateful we are for the trust and...

In this episode of Law and Financial Order, Warner Wealth advisor Robyn Wolcott and attorney Erin Duques into the ever-exciting world of funding home renovations! Their top recommendation? Consider a Home Equity Line of Credit (HELOC)....

In this episode of Law and Financial Order Warner Wealth advisor Robyn Wolcott and attorney Erin Duques sit down with special guest Colleen Masse to break down the world of special needs trusts (funded by the person with a disability)...

Are you spending more than you should? In this episode of Law and Financial Order advisor Robyn Wolcott and attorney Erin Duques discuss how to make sure you're on track to retire the way you want to! Shannon Cushing, Director of...

When it comes to your money and your future, the right team makes all the difference. In this episode of Law and Financial Order, financial advisor Robyn Wolcott and attorney Erin Duques sit down with James Warner, CEO and lead wealth...

The A Word: Understanding Annuities in Financial Estate Planning In this episode of "Law and Financial Order," financial advisor Robyn Wolcott and attorney Erin Duques break down the often misunderstood "A word": annuities. Robyn...

In the latest episode of the "Law and Financial Order" podcast, financial advisor Robin Wolcott and attorney Erin Duques dive deep into the world of trusts and how they can be used to protect your assets even after you're gone. One of...

Are you saving money for your children's college fund, or are your extra dollars going towards their makeup and skincare routines? All jokes aside, Robyn and Erin discuss how to strategize for this somewhat hard to wrap your head...

Retirement isn't defined by an age--it's defined by a number. How much money do you need to retire on your terms? In this episode, Robyn and Erin discuss how to calculate your retirement number and how to add a cushion for lifestyle...

Should you pay off your mortgage before retirement? For many Americans, their home is not only their biggest asset---it's also the most emotional one. But when retirement approaches, it sparks a serious question: Should you pay of your...

My Home is My Castle - Law and Financial Order - Apple Podcasts My Home is My Castle - Law and Financial Order - Apple Podcasts Podcast Episode · Law and Financial Order · 04/23/2025 · 25m podcasts.apple.com