Topics / Tax & Estate Planning
Tax & Estate Planning Podcasts
117 shows and 15,646 episodes sit under Tax & Estate Planning.
The best tax and estate planning podcasts of 2026: Roth conversion timing, RMD bracket management, probate, wills, trusts, and legacy planning
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The guide
Inside the world of Tax & Estate Planning podcasts
Start with the questions people postpone: Who can act for you? Which documents matter? When does a tax-saving move create a different problem? Good audio in this corner of personal finance makes those questions manageable without pretending the answers are universal.
Estate planning, talked through
The Legacy and Faith Show takes the measured route. One voice usually carries the explanation while the other asks questions, clarifies, or slips in a dry joke. Legal terms stay intact, then get translated into household situations. The pace leaves room for repetition and qualification, which suits decisions involving family, incapacity, and death.
Its multi-part runs reward listeners who want to settle into a subject. Try 07/01/26 - Healthcare Documents pt.1 before 07/08/26 - Healthcare Documents pt.2. For the wider planning process, begin with 07/15/26 - Peace of Mind in Estate Planning pt.1. The faith-based perspective is explicit in 06/24/26 - The Biblical Basis for Estate Planning.
When the spreadsheet comes out
Your Money, Your Wealth is brisker. The hosts work through figures aloud, revise assumptions, and keep the conclusion conditional. Tax brackets, account balances, spending, longevity, and goals all remain in play.
That style fits choices where timing matters. Roth Conversions: When to Pay Taxes NOW is a clean entry point. Roth Conversions vs. RMDs: Which Tax Bill Hurts More? - 587 sharpens the comparison, while These Tax Strategies Let You Spend More in Retirement connects tax planning to the money a listener can actually use.
Maggi Tax and Financial Show offers another direct route into conversion questions through Episode 20250412 - Roth Conversions and Tax Efficient Planning. Its Episode 20260411 - RMDs is the narrower follow-up.
Documents, duties, and family friction
The Death Readiness Podcast: Not your dad’s estate planning podcast goes straight toward the jobs and conversations people would rather avoid. Its titles are unusually practical: How assets get lost after death and what to do, Why saying yes to serving as agent under a POA can backfire, and How to Prevent your Estate Plan from Becoming a Family Battlefield.
If the question grows beyond tax and estate mechanics, move up to Personal Finance. For the full retirement picture, choose Retirement Planning; to shift toward leaving work earlier, head to FIRE & Financial Independence. Budgeting, Saving & Debt Payoff belongs further upstream, where the immediate concern is cash flow rather than transferring or protecting an estate.
Where to start
Choose 07/15/26 - Peace of Mind in Estate Planning pt.1 for a patient overview. Pick Roth Conversions: When to Pay Taxes NOW for live tax analysis. For a concrete estate-administration question, use How assets get lost after death and what to do.
Featured shows below are part of the PlayNext catalog. Updated weekly.
Featured shows
9 shows, described rather than listed
Each has a short write-up and a note on what it does best here.
Listener-scenario deep-dives on Roth conversion timing, RMDs, and retirement tax traps.
Bracket-management strategies for pre-RMD and in-retirement tax planning.
Frank, practical coverage of probate, lost assets, POA risks, and legacy documents.
Patient multi-part series on estate-planning fundamentals — probate through trusts.
Roth conversion mechanics, 401(k) mistakes, and coordinated tax-and-estate planning.
Real-world Roth conversion cases, inheritance planning, and estate-planning trends.
Estate-planning basics for younger adults — wills, key documents, and inheritance.
Long-horizon legacy thinking: multi-generational wealth, inheritance, and tax strategy.
Tax liability reduction, high-income planning, and gifting strategy during accumulation.
Where to start
5 routes in, one per reader
Covers the full Roth conversion decision — when to convert, when to hold off, and the IRMAA traps — from real listener scenarios.
Practical strategies for the pre-RMD low-income window and the tax time-bomb that builds when it's ignored.
Covers what probate actually means, how assets go missing after death, and the risks of accepting a POA — in plain language.
Multi-part Foundations of Estate Planning series — builds from probate through trusts and beneficiary designations, one concept at a time.
Makes the case for starting estate planning before retirement, with a clear list of baseline documents.
Glossary
Words hosts use without explaining
Moving money from a pre-tax account (traditional IRA or 401(k)) to a Roth account and paying income tax on the converted amount now, in exchange for tax-free growth and no required minimum distributions later.
The IRS-mandated annual withdrawal from pre-tax retirement accounts, beginning at age 73 as of 2026. RMDs are treated as ordinary income and can push retirees into higher tax brackets.
Income-Related Monthly Adjustment Amount — a Medicare premium surcharge applied to higher-income beneficiaries. Large Roth conversions or RMDs can trigger IRMAA for two years following the income spike.
The court-supervised legal process for validating a will and distributing a deceased person's estate. Probate is public, time-consuming, and costly — often avoidable with proper trust structures and beneficiary designations.
A legal document granting a named agent authority to make financial or healthcare decisions on someone's behalf. A durable POA remains effective if the principal becomes incapacitated.
The Tax Cuts and Jobs Act of 2017 lowered individual income tax brackets on a temporary basis through 2025. Whether Congress extends those provisions affects Roth conversion planning for anyone converting in 2025–2026.