Wealth Beyond Work Podcast
A podcast exploring the people and strategies behind meaningful wealth.
Wealth Beyond Work is a podcast that goes beyond the numbers — offering candid, behind-the-scenes conversations with professionals who shape, safeguard, and support the lives of high-net-worth individuals and families.
Hosted by Zach Morris, founder of Paces Ferry Wealth Advisors, each episode explores a different angle of wealth, from technical strategies to the personal decisions that define a meaningful retirement.
Our guests range from estate attorneys and CPAs to retirement coaches, psychologists, eldercare consultants, and cybersecurity experts. Some work directly with financial portfolios.
Wealth Beyond Work is a podcast that goes beyond the numbers — offering candid, behind-the-scenes conversations with professionals who shape, safeguard, and support the lives of high-net-worth individuals and families.
Hosted by Zach Morris, founder of Paces Ferry Wealth Advisors, each episode explores a different angle of wealth, from technical strategies to the personal decisions that define a meaningful retirement.
Our guests range from estate attorneys and CPAs to retirement coaches, psychologists, eldercare consultants, and cybersecurity experts. Some work directly with financial portfolios. Others impact wealth in more personal, less obvious ways — helping individuals navigate transitions, protect their legacy, and plan for the “what ifs.” This isn’t just another financial podcast.
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Wealth Beyond Work is a podcast that goes beyond the numbers — offering candid, behind-the-scenes conversations with professionals who shape, safeguard, and support the lives of high-net-worth individuals and families. Hosted by Zach Morris, founder of Paces Ferry Wealth Advisors, each episode explores a different angle of wealth, from technical strategies to the personal decisions that define a meaningful retirement.
What happens when an inheritance or a financial settlement unintentionally puts a loved one’s government benefits at risk? Special needs trusts can play a critical role in protecting financial support while providing for a better quality of life.
In this episode, Zach Morris sits down with Chris Brannon of Georgia Estate & Elder Law, LLC to explain how special needs trusts work, how they help preserve SSI and Medicaid eligibility, and why planning ahead matters. They explore first-party versus third-party trusts, choosing the right trustee, pooled trusts, and how ABLE accounts fit into the picture. Whether you’re caring for a family member with disabilities or updating your estate plan, this conversation offers valuable insights.
Connect with Chris Brannon: https://georgia-elderlaw.com/
Work with us: https://info.pacesferrywealth.com/learn-about-us
Download “Retirement By Design”: https://www.wealthbeyondwork.com/retirement
