Kitces & Carl Ep 164: Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility? – Go Health Pro

Kitces & Carl Ep 164: Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility? – Go Health Pro

Young advisors may feel – and face – an extra burden to prove their expertise to clients. After all, it can feel odd to create an estate plan that will impact a client’s grandchildren… when those grandchildren may be older than the advisor themselves! And while any advisor needs to determine how much detail to … Read more

The Role of Marine Spatial Planning in Contested Maritime Zones – EJIL: Talk! – Go Health Pro

The Role of Marine Spatial Planning in Contested Maritime Zones – EJIL: Talk! – Go Health Pro

In April 2025, Greece announced its first marine spatial planning (MSP), accompanied by an official map which divides the Ionian and the Aegean Seas into four different spatial units (See here for the official announcement in Greek – The map is further provided and explained below). While MSP in Greece had been under discussion for years, prompted by Greece’s obligations under EU Directive 2014/89/EU, this announcement marks the first time Greece has officially mapped the entirety of its maritime claims. While MSP is primarily a domestic tool for environmental coordination and resource management, its adoption in a legally contested maritime space necessarily raises issues of international law and the law of the sea.

This post explores the legal relevance of Greece’s MSP from the perspective of international law. First, it introduces the concept of MSP and the context of its publication. Second, it analyses the evidentiary function of maps in boundary disputes, focusing on how such instruments can contribute to the stabilisation of legal claims. Finally, it considers the role of MSP within the framework of UNCLOS obligations in undelimited maritime zones. This post suggests that, irrespective of broader geopolitical narratives, such regulatory acts may support (rather than hinder) the eventual process of maritime delimitation by clarifying States’ positions and fostering dialogue.

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#FASuccess Ep 434: Attracting HNW Clients By Focusing Not On Estate But Legacy Planning Instead, With Vanessa N. Martinez – Go Health Pro

#FASuccess Ep 434: Attracting HNW Clients By Focusing Not On Estate But Legacy Planning Instead, With Vanessa N. Martinez – Go Health Pro

Welcome everyone! Welcome to the 434th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Vanessa N. Martinez. Vanessa is the CEO of Expressive Wealth, an RIA based in Chicago, Illinois, that oversees $135 million in assets under management for approximately 70 client households, including 10 ‘core’ ultra-high-net-worth families. What’s unique … Read more

Is This the Best Retirement Planning Tool? – Go Health Pro

Is This the Best Retirement Planning Tool? – Go Health Pro

Wondering if Boldin is the right tool to help you plan for retirement? This Boldin Review will break down everything you need to know. Financial planning can feel confusing and even scary. That’s why I was excited to try out Boldin (formerly known as NewRetirement). If you’re someone who wants to know if you’re on… … Read more

Optimizing The Planning Process To Address Challenges For Clients Who Are 1 Year Away From Retirement – Go Health Pro

Optimizing The Planning Process To Address Challenges For Clients Who Are 1 Year Away From Retirement – Go Health Pro

When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. While this approach works for many clients, individuals who are 12 months away from retirement face a range of complex financial and emotional considerations. … Read more