Episodes

  • The Use-It-or-Lose-It Policy Locking in the High Exemption Before the 2026 Sunset

    The Use-It-or-Lose-It Policy Locking in the High Exemption Before the 2026 Sunset
    Dec 16 2025
    Time is running out. The federal Estate and Gift Tax Exemption is scheduled to be cut by nearly 50% on January 1, 2026. This ""Sunset Provision"" presents a colossal use-it-or-lose-it policy dilemma for high-net-worth families, potentially exposing millions to the 40% estate tax. This episode provides the urgent blueprint: We analyze the vital IRS Anti-Clawback Rule that secures your gifts, break down the powerful mechanics of SLATs (Spousal Lifetime Access Trusts), and outline the precise timeline you must follow now to lock in the current high exemption and preserve your multi-generational legacy.

    #TaxSunset2026 #UseItOrLoseIt #EstatePlanning #LifetimeGifting #SLATs #WealthTransfer #PolicyAndPurpose #HighNetWorth #TaxStrategy
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    51 mins
  • The Inflation Hedge Paradox Is Bitcoin the New Policy Darling or Just Digital Gold

    The Inflation Hedge Paradox Is Bitcoin the New Policy Darling or Just Digital Gold
    Dec 14 2025
    Central banks and governments continue to wrestle with policy-driven inflation, forcing investors to seek new shelters. Is Bitcoin the ultimate escape hatch, or is it too volatile to be considered a true hedge? This episode explores the Inflation Hedge Paradox: While Bitcoin offers decentralized scarcity (like ""digital gold""), its price often tracks risk assets, not inflation. We analyze the policy shift as governments embrace ETFs and regulation, examining the purpose of crypto in the modern portfolio. Is Bitcoin transitioning from an anarchic alternative to a regulated asset class that central banks will ultimately rely on?

    #BitcoinPolicy #InflationHedge #DigitalGold #CryptoRegulation #MonetaryPolicy #Decentralization #BitcoinETF #PolicyAndPurpose #MacroEconomics
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    56 mins
  • Beyond Greenwashing The Policy Shift to Mandatory Social Audits in the Supply Chain

    Beyond Greenwashing The Policy Shift to Mandatory Social Audits in the Supply Chain
    Dec 12 2025
    For two decades, Corporate Social Responsibility (CSR) was largely voluntary, leading to widespread ""social washing""—making claims without verifiable action. That era is over. This episode dives into the profound policy shift toward Mandatory Human Rights and Environmental Due Diligence (mHRDD), spearheaded by the EU's CSDDD (Corporate Sustainability Due Diligence Directive). We analyze how this new policy forces companies to move beyond simple supplier checklists and implement continuous Social Audits deep into their supply chain. What does this mean for sourcing ethics, civil liability for human rights abuses, and the true purpose of a global supply chain? Learn the concrete steps companies must take now to comply and turn this compliance burden into a competitive advantage.

    #CSDDD #SocialAudits #MandatoryDueDiligence #HumanRightsDueDiligence #SupplyChainEthics #SocialWashing #ESGPolicy #CorporateAccountability #PolicyAndPurpose
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    52 mins
  • The Algorithmic Compass How Companies are Hardwiring Ethics into AI Policy

    The Algorithmic Compass How Companies are Hardwiring Ethics into AI Policy
    Dec 10 2025
    As AI moves from a technical tool to a core operational layer, the potential for unintended harm—from algorithmic bias in hiring to lack of transparency in lending—becomes a critical business risk. This episode examines the Governance & Ethics Angle of AI, detailing the shift from aspirational guidelines to mandatory internal policy. We reveal how leading companies are establishing the Algorithmic Compass: setting up specialized AI Ethics Boards, integrating the NIST AI Risk Management Framework, and appointing Chief AI Ethics Officers (CAIEOs). Learn the three pillars of responsible AI—Fairness, Explainability, and Accountability—and the purpose of building trust into every stage of the AI lifecycle.

    #AIEthics #AIGovernance #AlgorithmicBias #CAIEO #ResponsibleAI #NIST #TechPolicy #BusinessEthics #DigitalEthics
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    58 mins
  • The 4-Day Work Week Policy Productivity Gains vs. Economic Purpose

    The 4-Day Work Week Policy Productivity Gains vs. Economic Purpose
    Dec 8 2025
    The movement for a 4-Day Work Week (4 days, 32 hours, 100% pay) is not just a perk—it's a critical new labor policy. This episode examines the economic purpose behind it: Is it simply a productivity hack, or a fundamental way to distribute the wealth created by automation and AI? We dive into the 100:80:100 model and the hard data from global trials (UK, Iceland, Japan) showing significant drops in burnout, absenteeism, and utility costs, often while maintaining or boosting revenue. However, we also confront the policy challenges: Does it work for all sectors (healthcare, retail)? And how do policymakers ensure the productivity gains translate into better lives for the working class who cannot work remotely?

    #4DayWorkWeek #FutureOfWork #ProductivityPolicy #LaborEconomics #WorkLifeBalance #AIandWork #PolicyAndPurpose #EconomicPurpose #WorkforceWellbeing
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    53 mins
  • ESG Investing in 2026

    ESG Investing in 2026
    Nov 13 2025
    2026 marks an inflection point for sustainable finance. This episode dives into the crucial trends shaping the next phase of ESG investing. We look at the immediate impact of major regulations like the EU's CSRD and SFDR, the US's SEC climate disclosures, and the new focus on Scope 3 emissions and Biodiversity/Natural Capital accounting. Learn how investors are moving past greenwashing to demand standardized data, and where the biggest opportunities lie in the energy transition and social equity investments.
    #ESG2026 #SustainableFinance #ImpactInvesting #ClimateRisk #Scope3 #ESGRegulation #Greenwashing #NetZero #Biodiversity #FutureofFinance
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    1 hr and 1 min
  • Plan Your Legacy and Get Support

    Plan Your Legacy and Get Support
    Nov 12 2025
    Your legacy isn't just financial. This episode focuses on the intangible. We explore how to manage your digital assets (social media, crypto, photos), write an ethical will to share your values, and structure conversations with your heirs to ensure they are prepared for the wealth they receive. Learn how to get the emotional support you need as you confront mortality and the support your family needs to carry on your name and values.
    #DigitalLegacy #EthicalWill #FamilyValues #GenerationalWealth #HeirEducation
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    1 hr
  • Prepare and Protect

    Prepare and Protect
    Nov 11 2025
    It's easy to focus on making money, but true wealth requires a solid defense. This episode is your playbook for building financial resilience. We cover the core pillars of protection: emergency funds, the right insurance coverage, essential estate planning documents (Wills & Powers of Attorney), and strategies to safeguard your assets from unexpected life events, market shocks, and even online fraud. Don't just plan for success—prepare for the unexpected and protect what you've built.
    Top 10 Hashtags #FinancialPreparedness #PrepareAndProtect #EmergencyFund #AssetProtection #EstatePlanning #FinancialSafety #InsuranceCoverage #RiskManagement #WealthProtection #MoneyHacks
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    1 hr and 1 min