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The New Money Podcast
The Wealth Collaborative
39 episodes
6 days ago
Welcome to The New Money Podcast, where we flip the script on traditional wealth management and focus on what matters most: you, the modern female entrepreneur. Forget the stale financial jargon. We’re here with bold strategies and real talk to help you turn your business success into lasting wealth and true freedom.
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Entrepreneurship
Business
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All content for The New Money Podcast is the property of The Wealth Collaborative and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to The New Money Podcast, where we flip the script on traditional wealth management and focus on what matters most: you, the modern female entrepreneur. Forget the stale financial jargon. We’re here with bold strategies and real talk to help you turn your business success into lasting wealth and true freedom.
Show more...
Entrepreneurship
Business
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Protect What You've Built (Before It's Too Late): Estate Planning for Entrepreneurs with Lauren Klein
The New Money Podcast
32 minutes 33 seconds
2 months ago
Protect What You've Built (Before It's Too Late): Estate Planning for Entrepreneurs with Lauren Klein

In this episode, Hannah is joined by Lauren Klein, an estate planning attorney with over a decade of experience, a master’s in tax law, and a heart for serving modern business owners—especially women.

Whether your business is scaling, you’re sitting on serious profits, or you simply want to protect your family, your team, and your time—this conversation will change the way you think about your financial plan.


What We Cover:

  • What estate planning really is (and why it’s not just for the ultra-wealthy or the elderly)

  • The four essential documents every business owner needs

  • How to protect your business and your family in case of the unexpected

  • Why a revocable trust is often better than a will (especially for entrepreneurs)

  • What the probate process is really like (and how to avoid it)

  • The tax-side of estate planning: what to do before you scale or exit your business

  • How planning now can save your family millions later

  • Real-world examples of founders who did it right—and what you can learn from them


Connect with Lauren:

Flourish Law Group – https://flourishlawgroup.com

  • Instagram: @lawyerlaurenklein

  • The New Money Podcast
    Welcome to The New Money Podcast, where we flip the script on traditional wealth management and focus on what matters most: you, the modern female entrepreneur. Forget the stale financial jargon. We’re here with bold strategies and real talk to help you turn your business success into lasting wealth and true freedom.