Matthew S. Dana

Weekly Radio Show

Matt Dana and Trevor Whiting host a weekly radio show on Money Radio/Financial News Radio, 1510 AM and 99.3 FM in the Phoenix Metropolitan market. Every Wednesday from 9:00 – 10:00 a.m., Matt and Trevor host local finance experts for a lively discussion of innovative and cutting-edge estate planning strategies and trends, answering listeners' questions along the way.

February 10, 2016 broadcast
February 3, 2016 broadcast
January 27, 2016 broadcast
January 20, 2016 broadcast
January 13, 2016 broadcast

January 6, 2016 broadcast

December 30, 2015 broadcast

December 23, 2015 broadcast

December 16, 2015 broadcast

December 9, 2015 broadcast

December 2, 2015 broadcast

November 25, 2015 broadcast

The main discussion was on the powers a child can retain over a trust established by his parents and how to have it be beyond the reach of the child's creditors as well as fall outside estate tax inclusion when the child dies.

November 18, 2015 broadcast

The main discussion was on the use of a Durable Power of Attorney, when it isn't enough, and when a guardianship or conservatorship should be considered. Special guest was Mike Bogle of East Valley Fiduciaries.

November 11, 2015 broadcast
November 4, 2015 broadcast

October 28, 2015 broadcast

The main topic of this broadcast was coordinating three buckets of assets to accomplish the wishes of a client upon his or her passing.

October 21, 2015 broadcast
The main topic of the broadcast was estate planning with respect to a second or third marriage. What type of planning should be done prior to the marriage? What type of planning can be done after the marriage if you failed to plan prior to the marriage?
October 14, 2015 broadcast
October 7, 2015 broadcast
September 30, 2015 broadcast
September 23, 2015 broadcast
September 16, 2015 broadcast
September 9, 2015 broadcast
September 2, 2015 broadcast
August 26, 2015 broadcast
August 19, 2015 broadcast
August 12, 2015 broadcast