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Newton Knowledge Podcast

Newton Knowledge Podcast

De : Newton One LLC
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 The Newton Knowledge Podcast is intended to provide meaningful content to our advisor community and anyone interesting in learning about sophisticated insurance related topics, focusing on estate planning, wealth transfer and executive benefits. Newton One is a national life insurance planning firm and a member of the M Financial Group.Copyright 2020 All rights reserved. Direction Economie Finances privées Management et direction
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    Épisodes
    • David Warren – Importance of Trust Planning and Situs

      David Warren – Importance of Trust Planning and Situs
      Feb 6 2026

      Join Newton One Advisors (Mark Singer and Steve Target) and David Warren, Co-Founder and Chairman of Bridgeford Trust Company, as they discuss the significance of trust planning and situs. They emphasize the importance of direction, control, and the fiduciary responsibilities of the advisors and trustees involved in this critical planning process.
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      27 min
    • Rich Carroll – Unlocking Enterprise Value

      Rich Carroll – Unlocking Enterprise Value
      Dec 11 2025

      Join Newton One Advisors (Mark Singer and Steve Target) and Rich Carroll, Principal and Co-Founder of Maximus Partners, as they explore the significance of pristine historical accounting and the power of forward looking financial forecasting and budgeting. This discussion will highlight how these practices directly impact the successful and lucrative sale of privately held businesses.
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      22 min
    • Exceptional Risk Advisors - Insuring NIL Contracts

      Exceptional Risk Advisors - Insuring NIL Contracts
      Nov 27 2025

      Join Newton One Advisors (Mark Singer) and Exceptional Risk Advisors (Chris Lack, Sean Callaghan, and Tim Smith) for a discussion on the evolving landscape of income protection planning for collegiate athletes and their NIL contracts.
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      29 min
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