Episode 9

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Published on:

10th Sep 2024

From the Stage to Estate: Digital Matters with Special Guest Phillip Nathaniel Freeman

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

EWM INSIGHTS Advanced Planning Series with James Bergeron, J.D. and Special Guest, Phillip Nathaniel Freeman!

I am pleased to announce that my friends at Nuveen Investments are joining us again for an Advanced Planning series sharing very important Financial and Wealth Management information to help your family become stronger and more independent.

I am joined by my colleague James A. Bergeron, J.D. and Special Guest Phillip Nathaniel Freeman!

It has been said:

" It is not how much you make - it is how much you keep."

Advanced Planning Series Episode 1.

In the age of digital transformation, estate planning has evolved beyond traditional assets

like property and investments.

Today, digital assets play a crucial role, especially for those in the arts and entertainment industry.


In our latest podcast episode, we delve into advanced planning techniques with James

Bergeron, an advisor and education consultant, and Phillip Nathaniel Freeman, a multitalented

artist and musician known for his work with the power rock trio Small Town Titans.


James Bergeron emphasizes that wealth is more than just economic assets; it should reflect our

values and identities. This philosophy extends to digital assets, which can include everything from passwords and online accounts to business - related intellectual property.


For artists like Phillip Nathaniel Freeman, digital assets encompass a wide range of valuable

items, such as music recordings, royalties, and even AI-generated likenesses.


Phil shares his insights into the complexities of managing digital assets in the music industry.

With the advent of the Internet, file sharing, and streaming services, musicians' works are

primarily digital. These digital assets generate revenue through advertisements and royalties,

which need to be carefully managed and protected.


Phil highlights the importance of understanding copyright laws and the potential of blockchain technology to ensure the authenticity and proper distribution of these assets.

For those in the entertainment industry, understanding the scope of digital assets is vital.


As technologies like AI and blockchain continue to evolve, they offer new opportunities and

challenges for managing and protecting intellectual property. Phil mentions that some artists are even considering using AI to create avatars or holograms of themselves, ensuring their legacy continues long after they are gone.


Whether you're an artist, entrepreneur, or simply looking to protect your digital legacy, this

discussion offers valuable guidance on navigating the evolving landscape of digital assets.


"The Digital Estate Plan and The Entertainers Checklist "


Session Topics:


• The Entertainers Estate

• The Age of AI

• Music, Digital Assets and Intellectual Property

• Taking Inventory of Royalties

• Know Your State

• The 3-5 Year Sneak Peak

• The Entertainers Estate Checklist


Get ready as we continue our focus on the greatest investment of all - Human Capital and

The Family!


“Invest in What You Love!”® ❤⚜


You are welcome to share this episode with those in your circle who are on a similar path of

learning.


Additional Notes and resources have been attached below.


Referenced Previous Session:

"Creating Your Family Compass and GPS to

Legacy"


Available here:

https://ewm-insights-love.captivate.fm/episode/

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We hope our conversations will help you acquire more knowledge, become even more curious

about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.


You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or

the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/


Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

----------------

Note: This is an educational discussion and NOT an offer to purchase or sell insurance or

investment products. It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance.Investments can loose value which includes risk to principle.


Contact Information:


Ellis Wealth Management

Paul Ellis: 425-405-7720

email: paul.Ellis@elliswealthmanagement.net


Phillip Nathaniel Freeman

Contact: https://phillipnathanielfreeman.com/about


Bio:Phillip is a multi-talented artist and musician known for his work as the lead singer, bass guitarist, and founding member of the power rock trio Small Town Titans. Throughout his life, Freeman has been deeply involved in the arts and entertainment industry, developing a range of skills and talents that have helped him pursue a successful career in these fields.

Since committing to music and art full-time in 2012, Freeman has maintained an active

schedule of national touring, performing, and recording with Small Town Titans while also

providing his skills as a voice instructor, voice actor, and music composer for clients around the

world. His efforts have earned him charting singles on Billboard, Spotify, and Apple Music, as

well as a large and engaged social media following and successful working relationships

with platinum recording artists and producers in studios and on stages across the United States.In addition to his musical pursuits, Freeman is the author and creator of the singing and vocal training program The Vocal Blueprint. He is also actively involved in his local community, regularly donating his time to schools and organizations in central Pennsylvania, where he currently resides.

With a dedication to continuous learning and personal growth, Freeman aims to use his talents

and knowledge to benefit the public good.

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Additional Resources: Research Links

The Entertainers Checklist, Estate Guidelines and Considerations 

Family Wealth Series 10 Questions Journal

Nuveen, Family Wealth Education Curriculum



Martindale-Hubble Database of Legal Professionals : www.martindale.com

The American College of Trust and Estate Council: ACTEC.ORGSmall


Town Titans

https://smalltowntitans.com/


Nuveen LLC

https://www.nuveen.com/


OpenAI

https://www.openai.com/


DistroKid

https://distrokid.com/


CD Baby

https://cdbaby.com/


TuneCore

https://www.tunecore.com/

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About the Podcast

EWM INSIGHTS
Ellis Wealth Management, LLC presents EWM INSIGHTS, a content-rich lifestyle podcast that goes beyond the checklists, to-do lists, and mere financial markets to celebrate HUMAN CAPITAL.
Throughout INSIGHTS we’ll talk to a variety of professionals, coaches, experts, artists, and every day people as we explore the riches that come from our collective journey.

We hope that as you listen to INSIGHTS our conversations will help you acquire more knowledge and become even more curious of the gifts that are in and all around us, while we support you to reach new heights as we grow together.

Most of all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®




Ellis Wealth Management, LLC
Securities offered through Cambridge Investment Research, Inc. Member FINRA/SIPC
Reposts & Links ≠ endorsements
elliswealthmanagement.net

Ellis Wealth Management, LLC - “Invest in What You Love!"®

About your host

Profile picture for Paul Bertrand Ellis, CIMA®

Paul Bertrand Ellis, CIMA®

Paul Bertrand Ellis, CIMA® is the Managing Director of Ellis Wealth Management, LLC

Paul is an accomplished 25 year financial industry veteran. In addition to various investment and insurance licenses, he holds certification as a Certified Investment Management Analyst (CIMA®) through Investments & Wealth Institute and the Wharton School of the University of Pennsylvania.

In his practice, Paul provides a values-based approach focusing on high net worth wealth management. Professional service and open communication make Paul a personal advocate and passionate client portfolio director.

Paul is an active member of the Investments & Wealth Institute, and member of the Mukilteo Chamber of Commerce.

His volunteer activities have included serving as Chair of the Mukilteo Chamber of Commerce, Co- Chair of the U.W Foster School of Business’ Center for Entrepreneurship and Business Development, and Past -President of the Office of Minority Affairs Friends of the Educational Opportunity Program at the University of Washington.

Paul also participates in various local community projects and initiatives.

As a graduate of the University of Washington, Paul strives to help students achieve their potential through learning and growth opportunities, and is a known engaging guest speaker.

Seattle Magazine has consistently named Paul to The Best Wealth Managers List and he has been named among America’s Most Honored Professionals by American Registry.