Triple Crown Legacy Planning - Financial Awareness Fri, 17 Apr 2026 14:53:18 -0400 http://www.triplecrownestateandwealth.com en-us © 2026 Triple Crown Legacy Planning - Financial Awareness yes 5e0f019b-983c-5379-bf73-efa34bab570c Sam episodic false Discover the essentials of securing your family's future with "Legacy Planning - Financial Awareness," where we delve into strategies for effective wealth management and estate planning. Join us to gain insights from industry experts, ensuring your legacy is both lasting and impactful.

]]> Buzzsprout (https://www.buzzsprout.com) Wills,Trusts,Estate Planning, Retirement,Life Insurance,Wealth transfer Sam https://storage.buzzsprout.com/eh5prr09yes07hn6nwbj112hrcyd?.jpg Triple Crown Legacy Planning - Financial Awareness http://www.triplecrownestateandwealth.com Financial Literacy, Roth Strategies, and Preparing for 2026 Financial Literacy, Roth Strategies, and Preparing for 2026 In this episode, Sam Kirkendohl highlights the importance of financial literacy, especially during Financial Literacy Month.

Drawing from his work with the Society for Financial Awareness, Sam breaks down:

  • The difference between Traditional vs. Roth IRAs
  • Why Roth IRAs offer tax-free income advantages
  • How Roth conversions can help manage future taxes
  • Key strategies to prepare for potential 2026 tax changes and Medicare impacts


This episode is designed to help you make smarter, more tax-efficient decisions for your retirement.

🎥 Missed the recent webinar? Watch the rebroadcast here: https://attendee.gotowebinar.com/recording/2170623324599557296

Book | https://links.sbocmo.com/widget/bookings/30minconsultationwithsam
Call | 803-508-8701
Visit | www.triplecrownestateandwealth.com

]]> In this episode, Sam Kirkendohl highlights the importance of financial literacy, especially during Financial Literacy Month.

Drawing from his work with the Society for Financial Awareness, Sam breaks down:

  • The difference between Traditional vs. Roth IRAs
  • Why Roth IRAs offer tax-free income advantages
  • How Roth conversions can help manage future taxes
  • Key strategies to prepare for potential 2026 tax changes and Medicare impacts


This episode is designed to help you make smarter, more tax-efficient decisions for your retirement.

🎥 Missed the recent webinar? Watch the rebroadcast here: https://attendee.gotowebinar.com/recording/2170623324599557296

Book | https://links.sbocmo.com/widget/bookings/30minconsultationwithsam
Call | 803-508-8701
Visit | www.triplecrownestateandwealth.com

]]> Sam Buzzsprout-19033522 Fri, 17 Apr 2026 14:00:00 -0400 1605 1 3 full false Estate Planning Made Simple: Protect, Plan, and Prepare for What’s Next Estate Planning Made Simple: Protect, Plan, and Prepare for What’s Next In this episode, Sam breaks down why estate planning is essential, especially when it comes to avoiding probate. He explains how probate, a government-controlled process, can be costly, time-consuming, and public, often taking six months to over a year while exposing your estate to potential risks like scams.

Sam covers how you can bypass probate, protect your privacy, and ensure your assets are distributed according to your wishes. 

Don’t miss the upcoming webinar, Tax Planning and Tips for a Successful a Retirement, on March 31st, and be sure to subscribe for more insights on smart financial planning.

Register today: https://attendee.gotowebinar.com/register/1616679470461631327?source=bz

Book | https://links.sbocmo.com/widget/bookings/30minconsultationwithsam
Call | 803-508-8701
Visit | www.triplecrownestateandwealth.com

]]> In this episode, Sam breaks down why estate planning is essential, especially when it comes to avoiding probate. He explains how probate, a government-controlled process, can be costly, time-consuming, and public, often taking six months to over a year while exposing your estate to potential risks like scams.

Sam covers how you can bypass probate, protect your privacy, and ensure your assets are distributed according to your wishes. 

Don’t miss the upcoming webinar, Tax Planning and Tips for a Successful a Retirement, on March 31st, and be sure to subscribe for more insights on smart financial planning.

Register today: https://attendee.gotowebinar.com/register/1616679470461631327?source=bz

Book | https://links.sbocmo.com/widget/bookings/30minconsultationwithsam
Call | 803-508-8701
Visit | www.triplecrownestateandwealth.com

]]> Sam Buzzsprout-18907046 Wed, 25 Mar 2026 13:00:00 -0400 627 1 2 full false Introduction and Estate Planning Introduction and Estate Planning Welcome to my new channel dedicated to Financial Education and Wellness in the Workplace. As a Society For Financial Awareness (SOFA) Guest Speaker, we will cover topics ranging from Tax and Retirement Planning to Stress in The Workplace.

Make sure to subscribe so you never miss an episode and register below for our upcoming SOFA Sponsored event Estate Planning Made Easy on Thursday Feb. 19th Noon EST.

https://attendee.gotowebinar.com/register/8865307732115165532?source=FB


Book | https://links.sbocmo.com/widget/bookings/30minconsultationwithsam
Call | 803-508-8701
Visit | www.triplecrownestateandwealth.com

]]> Welcome to my new channel dedicated to Financial Education and Wellness in the Workplace. As a Society For Financial Awareness (SOFA) Guest Speaker, we will cover topics ranging from Tax and Retirement Planning to Stress in The Workplace.

Make sure to subscribe so you never miss an episode and register below for our upcoming SOFA Sponsored event Estate Planning Made Easy on Thursday Feb. 19th Noon EST.

https://attendee.gotowebinar.com/register/8865307732115165532?source=FB


Book | https://links.sbocmo.com/widget/bookings/30minconsultationwithsam
Call | 803-508-8701
Visit | www.triplecrownestateandwealth.com

]]> Sam Buzzsprout-18690275 Sun, 15 Feb 2026 21:00:00 -0500 357 1 1 full false