Listen To Rod On The Radio
Rod is a webinar presenter, frequent podcast guest, and often a host, on local San Diego news talk radio programs. He covers estate planning, trusts, succession and exit planning in an easy and entertaining style. Listen in to the radio shows Rod has either been the host or a guest for “news you can use” about the importance of having your estate in order for peace of mind.
Estate Planning Through the Lens of Asset Protection
“This is National Estate Planning Awareness Week. If you don’t have any planning in place, I’d encourage you…to meet with an estate planning attorney, understand what your options are, and put something in place sooner rather than later.”-Rodney Hatley, Navy Veteran…
Click here to read more and listen to Podcast.
Sage Money Conversations
Last week I guest-starred in Barbara Norman’s Sage Money Conversations podcast, where I shared my personal journey in probate & how it ultimately inspired me to pursue a career in Estate Planning. We also go over the Basic Essential Estate Planning documents & the purpose of each one.
Click this link to listen to the podcast.
Meet REALTOR Julie “Jewels” Mills-Brennan
Rod filled in for Andrea Kaye while she was on a well-deserved vacation. His guest Julie “Jewels” Mills-Brennan has been selling real estate for more than 23 years. The conversation got lively as they covered Julie’s extensive background and the do’s and don’ts of working with a real estate agent in the selling or buying of a home.
Click here to listen to the show on Sound Cloud.
Listen in as Rod and Andrea Cover Current Events and Trending News
Enjoy hearing the banter and fresh style of conversation between Rod and Andrea. They always get you to smile during their lively discussions.
Click here to listen to the show on Sound Cloud.
Power of Knowledge
Power of Knowledge
You have questions — we have answers. Check out our FAQs section for some of the most common ones.
A Lively Discussion on Asset Protection and Bankruptcies
Andrea and Rod always get you to smile during their lively discussions. The discussion went from asset protection to lawsuits and bankruptcies in his “News You Can Use” segment.
Click here to listen to the show on Sound Cloud.
Estate Planning & New Tax Laws
Rod’s “News You Can Use” segment dealt with updating your estate plan. Since under the new tax law, existing plans might result in a surviving spouse being unintentionally short-changed by the deceased spouse in favor of the children. The conversation reinforced that after any major life event, such as the birth of a child, a divorce, the death of a loved one, tax law changes, all are excellent opportunities to review your existing planning to make sure it still works for you. If so, that’s great; if not, then it’s time to update.
Click here to listen to the show on Sound Cloud – with Rod’s segment starting at the 46:00 minute mark.
Government Shut Down Over & Breakthrough Play
Rod filled in for Andrea Kaye while she was in the Big Apple! Improv actor, Gary Ware joined CPA Al Arias and Rod for some on-air hi-jinks on “National Play at Work” day.
Click here to listen to the show on Sound Cloud.
Tax Reform Bill Discussion
Can the GOP FINALLY get tax reform done? There’s a controversial bill on table and it’s NOT exactly what everyone expected or hoped. In fact, the removal of some deductions could mean a tax INCREASE on middle class! Will the death tax finally be repealed? What does it mean for small business? Rod filled in for Andrea on November 7, 2017. He and CPA Al Arias shared their expertise and opinions!
Click here to listen to the show on Sound Cloud.
24/7 Protection
24/7 Protection
With DocuBank, you have secure access to your medical information whenever you need it.
Learn Important Information About Taxes and Estate Planning
Rod joins Andrea and Al Arias for a lively discussion in the wake of Senator Elizabeth Warren’s recent income tax comments. They covered ideas on corporate / personal taxes with estate planning implications.
Click here to listen to the show on Sound Cloud.
States Can Charge Taxes on Online Purchases
Rod and Andrea will discuss the recent SCOTUS ruling — about how States can charge taxes for online purchases even if the business selling the goods or services isn’t located in the State.
Click here to listen to the show on Sound Cloud.
Rod and Andrea Discuss the Ramifications of Suicide
With the recent passing of Kate Spade and Anthony Bourdain, Rod explained how if you have life insurance, and commit suicide, the insurance company will pay out if, and only if, it’s been more than two years (i.e., the elimination period) since you purchased the policy. In any event, a good estate plan will avoid compounding the pain the survivors, who are dealing with loss, would otherwise have to endure.
Click here to listen to the show on Sound Cloud.
Rod Hosted the Andrea Kay Show with Guest Scott Huesong – Author of Echo in Ramadi
Rod filled in for Andrea Kaye for the Memorial Day show. He interviewed Scott Huesing, retired USMC Infantry Major with
over 24 years of service—a hero of the highest order. They talked about his deployment to Iraq and his experiences leading Echo Company in Ramadi, the deadliest city in Iraq, which led to his book Echo in Ramadi.
Click here to listen to the show on Sound Cloud.
In-Demand Guest
In-Demand Guest
TV and Radio stations throughout San Diego rely on Rod’s expertise regarding estate planning.
Rod was Guest Host for The Independence Day Andrea Kaye Show!
What were two of the biggest issues our Founders faced – issues they wanted freedom from? Taxation without representation and the seizure of property. Rod provided an entire hour of “News You Can Use” on how to protect your assets from government hands. How business owners can protect personal assets. Why an 18-year-old college student needs estate planning, and other often overlooked aspects of estate planning. His free legal advice can save you some big money.
Click here to listen to Rod’s July 4, 2017 KCBQ AM1170 radio show.