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Davidov Wealth Podcast

Davidov Wealth Podcast

Written by: Michael & Ethan Davidov
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About this listen

Davidov Wealth Podcast is where we dive deep into personal finance, legal insights, and estate planning with a blend of professional expertise and engaging conversations. Hosted by Michael Davidov and Ethan Davidov, we bring you discussions with top professionals like attorneys, financial planners, and thought leaders to help you navigate wealth management and life planning.

Whether you're curious about building wealth, managing assets, or protecting your legacy, this channel is your go-to resource for clear, practical advice. Join us for episodes full of real-world examples, expert tips, and actionable insights. Don't just plan your finances; master them with the Davidov Wealth Podcast. ​

 Economics Management Management & Leadership Personal Finance
Episodes
  • Ep. 5- The Importance of Diversification

    Ep. 5- The Importance of Diversification
    Jun 26 2025

    🎙️ The Importance of Diversification | Davidov Wealth Podcast Ethan and Michael Davidov break down how diversification across asset classes and sectors can reduce risk and improve long-term financial outcomes. Real-life examples highlight why spreading investments wisely is key to building a resilient portfolio. 👉 Like, comment, and subscribe to never miss an episode of the Davidov Wealth Podcast. ============================= ⚠️ Disclaimer: This podcast is for informational and entertainment purposes only and does not constitute financial advice. The views expressed are those of the hosts and do not reflect the official policy or position of any affiliated institutions. Please consult a licensed financial advisor for personalized advice. This disclaimer is provided for compliance purposes, as this content is created by or on behalf of a licensed financial advisor.
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    21 mins
  • Ep. 4 - Understanding Guardianship and Probate (Ft. Audrey Bernhardt Esq.)

    Ep. 4 - Understanding Guardianship and Probate (Ft. Audrey Bernhardt Esq.)
    May 22 2025

    What happens when someone can no longer manage their own affairs? In this episode, Michael and Ethan Davidov are joined by Audrey Bernhardt, Esq., a trusts and estates attorney, to explore guardianship and probate in New York. Learn about Article 81 guardianships, the legal process for appointing a guardian, and real-life situations where these tools are necessary. Audrey also shares practical estate planning advice to help families prepare for the unexpected and protect their loved ones.
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    33 mins
  • Ep.3- What’s in a Trust Plan? (Ft. Ilana Davidov Esq.)

    Ep.3- What’s in a Trust Plan? (Ft. Ilana Davidov Esq.)
    Apr 21 2025

    What exactly is inside a well-crafted trust-based estate plan? In this episode of the Davidov Wealth Podcast, Michael, Ilana, and Ethan unpack the essential documents that protect your assets, your health, and your legacy.

    You’ll learn:

    • The difference between revocable and irrevocable trusts
    • Why a healthcare proxy and power of attorney are non-negotiable
    • How a pour-over will acts as a safety net for your estate
    • The role of the often-overlooked HIPAA authorization and disposition of remains

    If you’ve ever wondered how all these pieces fit together into one solid plan, this episode has your answers.

    👉 Subscribe for more legal insights from the Davidov team

    #EstatePlanning #TrustLaw #FamilyWealth #DavidovWealthPodcast
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    15 mins
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