Smart Money Conversations

Publicly listed emails

info@croftfinancialplanning.com

info@brettcroft.com

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Episode #39 Most Trusts Are Built To Protect The Money, Not The Person Who Inherits It with Kristin Keffeler

October 05, 2026

Most trusts are great at protecting money and cutting taxes. They do almost nothing to get the person inheriting it ready.You've probably seen how this plays out. Heirs sit in meetings with advisors and can't follow what's being said. Grown kids still have to ask permission for money at 50. And a founder's "nobody touches this money" rule sticks around long after anyone remembers why it exists.In this episode, we get into:A three-step trust setup where the trustee starts as a mentor, becomes ...

#38 The Spreadsheet Was the Easy Part — Michael Warszawski on Family Wealth and Making Hard Conversations Easier.

September 17, 2026

Michael Warszawski built Citibank's family office in 1999, ran private banks in London and Zurich, and now chairs Tiger 21 New York while advising multi-generational families through CWM Partners. In this episode, he breaks down the VOICE framework he built to help families move past estate planning mechanics and into the harder conversations about values, decisions, and legacy.Brett Croft and Chris Tabish dig into the tools Michael uses in real family meetings, including an exercise that...

#37 The Kitchen Sink Portfolio: a little bit of everything, but no strategy

September 03, 2026

What happens when an investment portfolio includes a little bit of everything, but lacks a clear strategy?Brett and Chris examine the “kitchen sink portfolio”, including overlapping mutual funds and ETFs, tiny positions, layered fees, and investments that may add complexity without adding meaningful diversification. They discuss the case for simplicity, the importance of understanding what you own, and how a clear portfolio plan can help investors avoid emotional decisions during volatile mar...

How do I get in touch with Smart Money Conversations?

Smart Money Conversations is hosted by Brett Croft and Chris Tabish. Its publicly listed emails are info@croftfinancialplanning.com and info@brettcroft.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Smart Money Conversations?

The publicly listed emails for Smart Money Conversations: info@croftfinancialplanning.com and info@brettcroft.com.

How many listeners does Smart Money Conversations have?

Podseeker estimates Smart Money Conversations reaches fewer than 100 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Smart Money Conversations?

Smart Money Conversations typically books industry leaders. Typical guest background: Experienced practitioners in wealth management, family offices, estate law, or insurance, with senior roles and direct experience advising families. Common among recent guests: Leadership roles at established financial, legal, or insurance organizations; Extensive professional experience advising families; Authorship or development of frameworks and practical tools in their field. Recent guests include Kristin Keffeler, Michael Warszawski, and Suma Nair.

How hard is it to get booked on Smart Money Conversations?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Smart Money Conversations cover?

Recent episodes cover Finance, Wealth Management, Estate Planning, Investing, and Tax Planning. Pitch an idea tied to one of these topics and mention a recent episode.