Podcasts about Asset protection

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In this episode of “At Your Convenience,” CSP Editor Chuck Ulie (left) talks with John Wandell, director of asset protection at Knoxville, Tennessee-based Pilot Co., about the state of losses at convenience stores today.The two spoke Aug. 5 at CSP and Informa Connect's Outlook Leadership event, held in Rancho Palos Verdes, California.Wandell shared the most important steps c-store retailers can take to reduce crime. He also discussed things that c-stores might unknowingly do that invite crime—and how they can correct these issues.

Are you sitting around waiting for online marketplaces to upload deal flow, only to get outbid or forced into buying unwanted pools? On this episode of The Note Closers Show, host Scott Carson dives deep into the high-return world of proactive deal sourcing and asset manager outreach. Discover why 50% to 60% of closed note deals actually come from direct follow-ups on previously rejected offers or stalled trades. Scott breaks down step-by-step strategies for going offensive in your note business—from extracting attendee lists from top secondary mortgage conferences to organizing targeted outreach campaigns targeting secondary marketing directors and special asset managers. Learn how to navigate lender red tape, bypass useless middleman brokers, and uncover legacy distressed debt sitting on bank balance sheets. Key Topics & Actionable Insights:The Follow-Up Goldmine: Why the majority of profitable note deals close weeks or months after an initial bid was declined or a buyer failed to perform. Handling Forced Bundles: How to handle sellers forcing you to buy unwanted assets, and how a short delay can get you individual non-performing notes. Mining Industry Event Lists: How to extract high-value contacts from secondary marketing conference registries without spending thousands on registration. Executing the Bank Blitzkrieg: Structuring cold outreach via LinkedIn, direct personal email, and phone calls to hit 5+ touchpoints for maximum response rates. Bypassing Broker Hurdles: How to handle non-performing FHA/VA tapes to find traditional 30-year non-performing debt directly from the underlying lender. Asset Protection & Entity Structuring: Key insights on preserving corporate veils, maintaining compliant business entities, and attending top wealth protection events. Stop playing defense and relying on picked-over tapes. Master direct asset manager outreach, build a robust follow-up system, and scale your real estate note portfolio with off-market inventory! Watch the Original VIDEO HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

Insurance is about more than policies and premiums. It's about protecting what you've worked hard to build. In this episode of *McNamara on Money*, private risk consultant Dylan Flaherity joins the conversation to explore the role insurance plays in a comprehensive financial plan. They discuss why standard coverage may not always be enough, particularly for people with significant assets, high-value homes, collectibles, or multiple vehicles. Dylan explains the importance of excess liability coverage and how everyday situations, from an auto accident to an injury on your property, can create unexpected financial exposure. The conversation also looks at why insurance needs change over time. Home renovations, rising construction costs, teenage drivers, and other life changes can all leave once-adequate coverage out of date. The takeaway is simple: insurance shouldn't be something you buy and forget. Regularly reviewing your coverage can help ensure that the assets you've built are properly protected as your life and financial circumstances change.

Asset Protection by Design: Estate Planning Before the CrisisGuest: Evan W. Turk, Esq.Host: Dr. Tamara PatzerShow: Thought Leaders Show: Legal EditionRecorded: August 21, 2026The best time to make important legal and financial decisions is before a family is facing illness, incapacity, divorce or a long-term-care crisis.In this episode, Dr. Tamara Patzer talks with attorney Evan W. Turk, founder and managing attorney of Turk Law Group and author of Asset Protection by Design, about approaching estate planning intentionally—by design rather than during a crisis.Evan brings both legal and financial experience to the conversation, having trained on Wall Street as a financial advisor and operated a registered investment advisory firm before building his legal practice.In This EpisodeEstate planning before a crisisThe importance of powers of attorneyPlanning for incapacityAdult children and aging parentsProtecting inheritancesInheritance and divorceLong-term-care planningMedicaid misconceptionsVeterans benefitsState-specific Medicaid rulesUsing Zoom and recorded meetings with familiesDocumenting capacity and important decisionsAI and technology in modern legal practiceKeeping estate-planning information currentAbout Evan TurkEvan W. Turk is founder and managing attorney of Turk Law Group.His background combines law, investments and financial planning. He is admitted in Florida and New Jersey and is the author of Asset Protection by Design.Connect With EvanTurk Law GroupMedicaid by DesignLinkedIn: Evan W. TurkBook: Asset Protection by Design — Second EditionQuestions This Episode AnswersWhy is a power of attorney so important?What happens if a parent loses capacity without one?Can an inheritance be protected from divorce?When should families plan for long-term care?How are Medicaid and Medicare different?Can veterans benefits interact with other programs?Why do Medicaid rules vary by state?How can technology help families document estate-planning decisions?Key TakeawayMake important decisions while you still have choices.By design—not during a crisis.Legal Disclaimer: This program is for educational and informational purposes only and does not constitute legal, tax, investment or financial advice.The Thought Leaders Showhttps://businessinnovatorsradio.com/the-thought-leaders-show/Source: https://businessinnovatorsradio.com/evan-w-turk-esq-asset-protection-by-design-estate-planning-before-the-crisis

Most people spend a lot of time thinking about how to build wealth and surprisingly little time thinking about how quickly it can be disrupted. In periods of greater economic and social uncertainty, the risks around money can change in ways that are easy to underestimate.  That makes it worth thinking beyond investment performance and asking a broader question: how well protected is what you've already built? Today, we're looking at asset protection from that wider perspective. Topics Discussed: Why asset protection starts long before trusts, LLCs, and offshore accounts. The common thread running through nearly every scam. Why your email account may be the master key to your entire financial life. The two free identity theft protections almost nobody sets up. Why the most unglamorous coverage you can buy protects you better than a $20,000 trust. Resources Mentioned: ERdocadvisor.com FTC Data Show People Reported Losing $3.5 Billion to Imposter Scams in 2025

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Alternative Real Estate Financing Strategies for Investors In this episode, Clint Coons sits down with Randy Zimnoch of Optimus Capital to break down alternative real estate financing strategies for investors looking to access capital, scale their portfolios, and keep investment properties inside LLCs and other appropriate business structures. Whether you're running into conventional lending limits or looking for more flexible ways to fund your next acquisition, this discussion covers financing options designed specifically for real estate investors. Get Real Estate Financing With Optimus Capital Ready to explore financing options for your next real estate investment? Connect with Optimus Capital and get funded today: https://optimuscapitalaa.lovable.app/ Alternative Financing Options for Real Estate Investors Traditional Fannie Mae and Freddie Mac financing can work well for many investors, but it may become more difficult to rely on conventional mortgages as your real estate portfolio grows. Clint and Randy discuss how investors can move beyond traditional financing, become more fundable, and identify alternative real estate financing options that better align with their investment strategy and portfolio goals. How to Finance Investment Properties Held in an LLC Financing real estate through an LLC can present challenges that investors may not encounter with a traditional personal mortgage. In this episode, you'll learn about financing paths that may allow you to keep your investment property inside an LLC or appropriate entity structure while continuing to acquire and finance real estate. They also explain important differences between commercial real estate loans, investor loans, and personal mortgages so you can better understand which financing approach may make sense for your next property.   Would you like to learn more about protecting your assets? Schedule a free strategy session here

Are you aware that if you don't have an end-of-life plan in place, the state of California has one for you - and it's not pretty? In this episode of Love, Death, and Money, Attorney Naz Barouti shares the importance of creating an end-of-life plan to avoid the costly and time-consuming probate court process. With 70% of Americans lacking a plan, Naz explains how probate court can leave your family with a hefty bill and limited access to your assets. Naz discusses the consequences of not having a plan, including the probate process, which can take two to three years to complete and leave your family with a significant portion of your estate going towards attorney fees. She also shares a case study of a young man who is seeking $558,000 from his parents' trust fund to pay for his defense, highlighting the importance of understanding the Slayer Statute and how it can impact your estate. In this episode, Naz emphasizes the importance of creating an end-of-life plan while you still have capacity, including setting up a trust, will, and powers of attorney. She also discusses the importance of choosing the right trustee and guardian for your minor children, and how to protect your assets from lawsuits and creditor claims. Don't miss this crucial conversation about end-of-life planning and asset protection. Listen to the full episode to learn how to secure your family's future and avoid the pitfalls of probate court.See omnystudio.com/listener for privacy information.

Learn how wealthy individuals make their assets "invisible" and protected from lawsuits using revocable and land trusts. Discover why irrevocable trusts may not always be necessary for everyday investors, how land trusts prevent costly litigation, and how proper estate planning shields personal wealth from corporate lawsuits and probate.

Industrial Talk is talking to Todd Villarrubia, Founding Partner at Wealth Planning Law Group about "Getting your industrial financial house in order". The Industrial Talk podcast episode features a discussion on the importance of financial planning for industrial businesses, particularly in the context of rapid industry changes and cybersecurity. Scott Mackenzie emphasizes the need for financial Sherpas to help compress the time required for financial research and planning. Todd Villarrubia, a 30-year tax attorney and founder of Wealth Planning Law Group, introduces the concept of "Entrepreneurial Beast Mode," which includes business structures, estate planning, asset protection, succession, and taxation. He highlights the benefits of comprehensive financial planning and the role of his virtual family office in providing expert advice to clients. The episode also touches on the importance of storytelling and building trust in business relationships. Outline Barcelona Cybersecurity Congress Announcement Scott introduces the Barcelona Cybersecurity Congress, emphasizing its importance for cybersecurity professionals.The event is scheduled for November 3-5 in Barcelona, with networking opportunities and expert discussions.Scott mentions their own involvement in the event, including broadcasting and discussions on cybersecurity.The Propane Education and Research Council is acknowledged as the sponsor of the podcast episode. Introduction to Industrial Talk Podcast Scott reiterates the podcast's focus on industrial innovations and the success of industry professionals.The podcast aims to celebrate industrial heroes and their contributions to solving problems and improving lives.Scott introduces Todd Villarrubia, the guest for the episode, and the topic of financial planning for industrial businesses. Importance of Financial Planning in Industry Scott discusses the necessity of financial planning for industrial businesses, especially in a fast-paced industry.The conversation highlights the need for financial Sherpas to help compress the time required for financial research and planning.Scott emphasizes the importance of building relationships and trust in the business world, especially in the context of social media and online engagement.The discussion touches on the human element in business, the need for trust, and the importance of telling authentic stories to build relationships. Building Trust and Relationships in Business Scott stresses the importance of being real and vulnerable in business interactions to build trust.The conversation explores the challenges of standing out in a crowded online space and the need for consistent, authentic storytelling.Scott shares personal experiences of receiving unsolicited messages and the importance of demonstrating genuine care for others' success.The discussion emphasizes the need for long-term resilience and the importance of telling customers' stories to foster mutual success. Introduction to Todd Villarrubia and Wealth Planning Law Group Scott introduces Todd Villarrubia, the founder of Wealth Planning Law Group, and his extensive experience as a tax attorney.Todd shares his background, including his role as a founding partner and his work with high-net-worth families through Fountainhead Global.The conversation touches on Todd's personal life, including his role as a father and the recent birth of Scott's grandchild.Scott and Todd discuss the importance of perseverance and overcoming challenges, both in personal and professional life. Entrepreneurial Beast Mode and Its Components Todd introduces the concept of Entrepreneurial Beast Mode, an acronym for Business Structures, Estate Planning, Asset Protection, Succession, and Taxation.The discussion highlights the importance of each component in comprehensive financial planning for entrepreneurs.Todd explains the benefits of proper business structures, such as Section 1202 of the tax code, and the importance of tax liability reduction.The conversation explores the role of estate planning as the foundation for financial planning and the need for ongoing updates due to changing laws and personal circumstances. Engagement Process and Client Relationships Todd outlines the initial engagement process, including a comprehensive intake form and a client information questionnaire.The discussion emphasizes the importance of understanding clients' priorities and developing a tailored plan of action.Todd explains the value of flat fee structures and the efficiency of their firm in executing plans.The conversation highlights the ongoing nature of client relationships and the need for regular updates and reviews. Fountainhead Global and Virtual Family Office Services Todd discusses the establishment of Fountainhead Global and its role in providing fractional family office services.The virtual family office model allows access to a network of vetted professionals in various fields, including legal, financial planning, tax, risk mitigation, and business advisory.The discussion explores the benefits of having a team of experts available to provide specialized advice and support.Todd emphasizes the importance of proactive engagement and the role of the virtual family office in facilitating expert connections. Challenges in Financial Planning and Estate Planning Todd identifies the biggest challenge in financial planning as getting people to act on their plans, especially due to the reluctance to discuss death and disability.The conversation explores the emotional and practical challenges of estate planning, including potential divisions within families.Todd highlights the importance of addressing these challenges and the benefits of having a comprehensive plan in place.The discussion emphasizes the need for ongoing communication and updates to ensure that financial plans remain relevant and effective. Final Thoughts and Contact Information Todd shares additional insights for high-net-worth individuals, emphasizing the importance of implementing family limited partnerships and dynasty trusts.The conversation concludes with contact information for Todd and Wealth Planning Law Group, encouraging listeners to reach out for financial planning advice.Scott thanks Todd for his participation and reiterates the importance of financial planning for industrial businesses.The episode ends with a call to action for listeners to connect with Todd and take steps to secure their financial future. If interested in being on the Industrial Talk show, simply contact us and let's have a quick conversation. Finally, get your exclusive free access to the Industrial Academy and a series on “Why You Need To Podcast” for Greater Success in 2026. All links designed for keeping you current in this rapidly changing Industrial Market. Learn! Grow! Enjoy! TODD VILLARRUBIA'S CONTACT INFORMATION: Personal LinkedIn:...

Ryan Pineda and Brian Davila sit down with Gene Boykin to break down how wealthy entrepreneurs and investors use trusts, LLCs, and layered legal structures to protect their assets, maintain privacy, and build generational wealth.⁣⁣Connect with Gene - ⁣https://thegogetterfamily.com⁣https://www.instagram.com/thegogetterfamily_/⁣https://linktr.ee/thegogetterfamily⁣⁣__________⁣If you'd like my team to run your marketing & sales department to scale your business apply here https://www.pinedapartners.com⁣⁣Join our private mastermind for elite business leaders who golf. https://www.mastermind19.com⁣⁣Want to be featured on the Wealthy Way Podcast? Apply here https://www.wealthyway.com⁣⁣If you want to start your real estate investing business, we'll give you 1:1 coaching, seller leads, software, & everything you need. https://www.wealthyinvestor.com⁣⁣Tired of paying so much in taxes every year? We'll give you strategy, tax prep, and accounting all in one place. https://www.taylor-tax.com⁣⁣Join free Bible studies and workshops for Christian business leaders. https://www.tentmakers.us⁣__________⁣Chapters:⁣00:00 - How the Wealthiest Hide Assets⁣00:35 - Types of Trusts⁣05:24 - Land Trusts vs LLCs⁣15:00 - Hiding Assets With Trusts⁣19:00 - Property Transfers & Taxes⁣22:00 - Lawsuits & Asset Protection⁣30:01 - Surprise Lien Derails Sale⁣31:51 - Asset Segregation⁣34:30 - Building Generational Wealth⁣45:03 - Trusts, Control & Divorce⁣48:00 - Tax-Advantaged Trusts⁣51:57 - Medicaid, LLCs & Protection⁣1:00:07 - Public Records & Net Worth⁣1:05:58 - Trusts, Loans & Collateral⁣1:09:47 - Gene's Business Journey⁣1:15:15 - Trust Storage & Real Estate

Denise Givan, a seasoned tax strategist and CEO of CoachMe2Life Financial Consultancy, shares her insights on tax planning, business structuring, and real estate investment strategies. This episode offers valuable tips for high-income earners and real estate investors looking to optimize their financial strategies and grow their businesses.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Attorney Stephanie Graham is the founder of Graham Estate Planning, where she helps individuals and families protect their wealth, preserve their legacy, and navigate life's legal transitions with confidence. With extensive experience in estate planning, probate, trust administration, and business succession planning, Stephanie is passionate about making the legal process understandable and empowering clients to make informed decisions. Through education, strategic planning, and compassionate guidance, she helps families create lasting peace of mind for generations to come.Contact Stephanie Graham:I'd love to encourage listeners to learn more about protecting their families through thoughtful estate planning.Website: https://grahamestateplanning.com/ Youtube: @grahamestateplanningServices: Estate Planning, Revocable Living Trusts, Wills, Probate Administration, Trust Administration, Powers of Attorney, Healthcare Directives, Business Succession Planning, and Asset Protection.Educational Resources: Free estate planning information, articles, and educational events available through Graham Estate Planning.Consultations: We welcome individuals and families who want to proactively protect their loved ones and gain peace of mind through a personalized estate plan.https://www.facebook.com/grahamestateplanninghttps://www.instagram.com/trustattorneyatlanta/https://www.tiktok.com/@trustattorneyatlanta?is_from_webapp=1&sender_device=pcDr. Kimberley LinertSpeaker, Author, Broadcaster, Mentor, Trainer, Behavioral OptometristEvent Planners- I am available to speak at your event. Here is my media kit: https://brucemerrinscelebrityspeakers.com/portfolio/dr-kimberley-linert/To book Dr. Linert on your podcast, television show, conference, corporate training or as an expert guest please email her at incrediblelifepodcast@gmail.com or Contact Bruce Merrin at Bruce Merrin's Celebrity Speakers at merrinpr@gmail.com702.256.9199Host of the Podcast Series: Incredible Life Creator PodcastAvailable on...Apple: https://podcasts.apple.com/us/podcast/incredible-life-creator-with-dr-kimberley-linert/id1472641267Spotify: https://open.spotify.com/show/6DZE3EoHfhgcmSkxY1CvKf?si=ebe71549e7474663 and on 9 other podcast platformsAuthor of Book: "Visualizing Happiness in Every Area of Your Life"Get on Amazon: https://amzn.to/4cmTOMwThe Great Discovery eLearning platform: https://thegreatdiscovery.com/kimberleyl

Stay informed on current events, visit www.NaturalNews.com  - Local Video Production Breakthrough (0:10) - Nuclear War Risks and Warnings (11:55) - Economic Interview with Dave Collum (52:41) - Chemistry and Battery Technology (63:55) - Health, Nutrition, and Medical Skepticism (83:42) - Asset Protection and Decentralized Living (124:40) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

One lawsuit could put more of your rental portfolio at risk than you think. An LLC alone may not be enough. In this episode, Tiffany explains the four layers of real estate asset protection: insurance, separate entities, privacy, and advanced legal planning. You'll learn the difference between a claim tied to a property and one that follows you personally. Tiffany also shares how better coverage and separate entities helped protect a client's six-property portfolio. These smart strategies can support your wealth planning, but every state has different rules. Your attorney, insurance advisor, lender, and tax professional must work together. Before another claim puts your properties at risk, listen and find the gaps in your plan. Next Steps:

Stay informed on current events, visit www.NaturalNews.com  - FDA's Approval of mRNA-Based Flu Shot (0:11) - Mechanism and Risks of mRNA Vaccines (3:56) - Impact on Elderly and Nutritional Deficiencies (7:33) - Historical Context and Ethical Concerns (11:01) - Depopulation Agenda and Genetic Integrity (20:27) - Survival Strategies and DNA Repair (27:06) - Energy Crisis and Water Scarcity (43:19) - Impact of Data Centers on Local Communities (61:34) - Competitive Escalation and Tax Incentives (64:28) - Public Health and Environmental Impact (70:29) - AMD's Impact on AI Performance and Market Potential (71:53) - Proposed AI Server and Legal Considerations (78:00) - Surveillance State and Data Center Expansion (81:33) - Water Consumption by Data Centers (85:28) - Local Community Action Against Data Centers (94:58) - Economic Bubble and Future of Data Centers (100:55) - Human Ingenuity and Decentralized Solutions (107:07) - Promotion of Above Phone and Brighteon AI (107:45) - Introduction to the UNA and Asset Protection (129:34) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

Join us on October 8–9, 2026, at the M Resort and Casino in Las Vegas for the first-ever Passive Income Pilots Conference. Learn how to build smarter wealth beyond the cockpit - https://www.passiveincomepilots.com/pip-conference Tait Duryea and Ryan Gibson sit down with Adam Kintigh of Nevada Corporate Headquarters to explain how pilots and investors can use LLCs, trusts, and business entities more effectively. They discuss why forming an LLC is only the first step, the risks of commingling funds and poor recordkeeping, and when separate entities may make sense for rentals, investments, and active businesses. Adam also shares practical ways to keep compliance simple while building stronger asset protection.Adam Kintigh is a Senior Coach at Nevada Corporate Headquarters, where he helps business owners and investors structure entities, protect assets, and maintain proper compliance. With 25 years of experience, including more than 18 years with NCH, Adam works alongside legal, tax, estate-planning, and business-credit professionals to help clients build practical entity strategies.Show notes:(0:00) Passive Income Pilots Conference announcement: https://www.passiveincomepilots.com/pip-conference (3:54) A costly corporate recordkeeping mistake(6:34) Corporate formalities and LLC structures(9:31) Why DIY LLCs create risk(12:34) What an LLC actually protects(14:23) LLCs versus S-corps for investors(23:25) Records, resolutions, and meeting minutes(25:34) Keeping multiple entities manageable(28:30) Compliance for S-corps and C-corps(32:29) Asset protection for three investor levels(40:08) Partnerships, short-term rentals, and K-1s(48:13) OutroConnect with Adam Kintigh:Website: https://nchinc.com Email Adam at: adam@nchinc.com and mention Passive Income Pilots to get started.NCH Consultation Phone: 1-800-508-1729 Learn more about: NCH Consultation for Passive Income Pilots Investors: https://calendly.com/nchconsultation/nch-consultation-for-pipp?month=2025-12 If you're interested in participating, the latest institutional-quality self-storage portfolio is available for investment now at: https://turbinecap.investnext.com/portal/offerings/8449/houston-storage/ — You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.Remember to subscribe for more insights at PassiveIncomePilots.com! https://passiveincomepilots.com/ Join our growing community on Facebook: https://www.facebook.com/groups/passivepilotsCheck us out on Instagram @PassiveIncomePilots: https://www.instagram.com/passiveincomepilots/Follow us on X @IncomePilots: https://twitter.com/IncomePilotsGet our updates on LinkedIn: https://www.linkedin.com/company/passive-income-pilots/Do you have questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you at the next one!*Legal Disclaimer*The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.

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REAL SPORTS TALK, M-F 6:00PM

In this eye-opening episode of Talk Law Radio, host and attorney Todd Marquardt unpacks a hidden legal blind spot quietly reshaping the Texas hemp industry. Following the Texas Supreme Court’s landmark ruling in the Sky Marketing decision, state regulations regarding manufactured cannabinoids like Delta-8, Delta-10, and THCP are taking a dramatic shift. As of July 31st, these popular lab-derived compounds are classified as Schedule I controlled substances under Texas law, while the federal Justice Department simultaneously moves toward reclassifying medical marijuana. Todd walks listeners through the evolving legal landscape, explaining how an unintended loophole in the 2019 Texas Farm Bill led to a boom in synthetic hemp products—and why regulators are stepping in to end it. Whether you are a consumer, smoke shop retailer, or an industry entrepreneur concerned about civil asset forfeiture and business succession, this episode delivers critical legal context you won't hear on the standard news. Key Takeaways & Topics Covered The Birth and Closure of the Delta-8 Loophole: How technological advancements turned trace, naturally occurring cannabinoids into high-potency lab-made products—and why the state ruled that the 2019 Farm Bill was never meant to greenlight synthetic highs. The Sky Marketing Court Ruling: An analysis of the Texas Supreme Court decision granting state health officials the discretion to reclassify manufactured Delta-8, Delta-10, and THCP as Schedule I controlled substances. Texas vs. Federal Regulation Conflict: Why Texas state rules are getting stricter on hemp products just as the federal government prepares to reschedule medical marijuana from Schedule I to Schedule III. What Remains Legal in Texas: Clear guidance on what can still stay on store shelves—specifically ingestible and topical hemp products containing 0.3% or less of naturally compliant Delta-9 THC. Compliance & Criminal Penalties for Businesses: A breakdown of severe penalties facing retailers, from Class A misdemeanors for prohibited vape products to third-degree felonies for falsifying cargo shipping manifests or lab reports. Estate Planning & Asset Protection Risks: How emergency reclassifications can turn business inventory into high-risk contraband overnight, exposing store owners to asset forfeiture under Chapter 59 of the Texas Code of Criminal Procedure. Connect & Join the Discussion Do you think Texas should fully legalize marijuana, or do you support stricter regulation of manufactured hemp derivatives? Let us know your thoughts! YouTube: Search for Talk Law Radio (look for the Lady Justice logo in red, white, and blue), find this video, and leave a comment. Radio Broadcasts: Tune in to Talk Law Radio every Saturday morning at 11:00 AM on KLUP 930 AM (San Antonio), AM 1070/103.3 FM (Houston), and KKNT, or catch us Sunday afternoons at 4:30 PM. Estate Planning Consultations: Protecting your legacy and business assets starts with proactive legal advice. Contact the Marquardt Law Firm at (210) 530-4278 or visit marquardtlawfirm.com to schedule an appointment. The mission of Talk Law Radio is to help you discover your legal issue blind spots by listening to me talk about the law on the radio. The state bar of Texas is the state agency that governs attorney law licenses. The State Bar wants attorneys to inform the public about the law but does not want us to attempt to solve your individual legal problems upon the basis of general information. Instead, contact an attorney like Todd A. Marquardt at Marquardt Law Firm, P.C. to discuss your specific facts and circumstances of your unique situation. www.TalkLawRadio.com Join Todd Marquardt every week for exciting law talk on Talk Law Radio! -Sponsored by Marquardt Law Firm and Financial Planning HQ -Go to marquardtlawfirm.com and financialplanninghq.netSee omnystudio.com/listener for privacy information.

Catrina M. Craft, a top-tier tax strategist, shares essential insights on avoiding common tax mistakes, structuring your business effectively, and the importance of proactive planning to protect your assets and maximize wealth.“Inaction is really dangerous because what happens is it just builds up, it compounds.”Chapters00:00 Risks of Asset Seizure and Frozen Accounts01:09 Introduction of Katrina Kraft and Episode Overview02:21 Misconception: Tax Professionals Save You Money03:44 The Role of a Tax Strategist in Planning05:07 Importance of Business Structure and Goals07:20 Holistic Approach to Business Formation and Strategy09:57 Common Frustrations of Entrepreneurs11:16 The Limitations of AI and the Importance of Human Expertise13:21 Using AI Tools Responsibly in Tax Planning15:45 The Dangers of Paralyzing Fear and Not Filing17:08 Consequences of Not Filing Taxes and Asset Seizure18:36 How to Connect with Katrina for Tax Strategies“If you need help, pay for that because it's cheaper to pay for help than to pay the IRS those penalties and interests.”Additional Key Takeaways*Differences between bookkeepers, CPAs, and tax strategists*Avoiding Tax Seizures: Protect Your Assets Now*The importance of proactive tax planning*Risks of not filing taxes and how to avoid penaltiesEPISODE #1/10: Unlocking Tax Strategies for Entrepreneurs: January 26, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/18570362-unlocking-tax-strategies-for-entrepreneursEPISODE #2/10: Unlocking Home Office Deductions February 9, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/18646020-unlocking-home-office-deductionsEPISODE #3/10: Hidden Tax Strategies Revealed: March 9, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/18814431-hidden-tax-strategies-revealedEPISODE #4/10: Strategic Family Travel & Tax Benefits: June 10, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/18814431-hidden-tax-strategies-revealedSend us Fan MailSupport the showRemember to subscribe for the next episode. Show Sponsor: ComingAlive PodcastProduction.com (Download your Podcast Launch Checklist for only $1 here)Music Credits: Copyright Free Music from Adventure by MusicbyAden.

Steve Dennis and Michael LeBlanc open episode 308 with a check on Steve's number one prediction for 2026 — uncertainty reigns supreme — and it's holding up. The flat 10% global tariff is gone, replaced by a 10–12.5% range on nearly all U.S. imports, with steeper rates for Canada and Brazil. The new forced-labor justification behind the increases strikes Steve and Michael as ridiculous and unlikely to survive a court challenge. The retail numbers look better than the tariff logic. June retail sales rose 5.7% year over year, led by sporting goods (a World Cup bump) and electronics. Grocery managed just 1%. Steve walks through why: dollars flat, units falling, prices 33% above pre-COVID levels, food bank use climbing on both sides of the border. Albertsons is the clearest case — sales nearly flat, guidance cut, stock down 20% in a day. Then, recorded live in the pop-up studio at the CommerceNext Growth Show in New York, Ulta Beauty Chief Retail Officer Amiee Bayer-Thomas argues stores are queen. Thirty years into a career she calls a lattice rather than a ladder — seven roles at Ulta alone, including chief supply chain officer through 2020 — she now owns everything from site selection and store design to services, asset protection, eventing, and the omni guest journey. Stores, she says, are experiential hubs delivering "beautytainment" through 60,000 associates across 1,500 locations. The numbers: 47 million loyalty members, 95% of whom shopped in-store last year. A NielsenIQ study of Gen Alpha found the most AI-engaged shoppers still pick stores over apps, 57% versus 36%. Amiee's take on AI: it's an "and," not an "or." Technology can flag a replenishment; only an associate reads the confusion on a guest's face in the skincare aisle. Omni guests visit and spend three times more. She previews a Times Square flagship alongside outlet and small-format stores, plus an eventing calendar headed toward 140,000 events this year. In the news, Wayfair is expanding its store footprint. Shein is heading toward a Hong Kong listing at roughly half its 2022 valuation. Also on the radar: fuel costs rising again as back-to-school and holiday approach, and U.S. population growth of 0.25% turning retail into a fight over share. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail, The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2026 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.

REAL SPORTS TALK, M-F 6:00PM

#112: Want to know the exact difference between how a rookie analyzes a deal and how a seasoned pro spots an immediate "yes"? Most investors freeze before their first property because they lack one foundational skill.  Welcome to the Lenders playbook podcast Episode 112- we are your go to podcast for all things private lending, real estate and entrepreneurship, I am your host Matt Rosen In this episode, mortgage expert and real estate investor Gerard Mier shares his journey from high school roots to running a multi-project investment empire. We pull back the curtain on his exact process—from finding a deal to closing it and break down:The #1 skill you must master before buying your first property.The internal systems and key hires that allow him to scale projects while running a mortgage business.His $0 "start-over" blueprint and the habits driving his success.Ready to stop analyzing from the sidelines? Hit subscribe so you never miss an episode, and leave a 5-star review if this blueprint helped you plan your next deal!We would like to have you join us! Oct. 9-10 in Las Vegas at the Green Valley Ranch is the most anticipated private lending event of the year! Don't miss it! Go to https://www.americanlendingconference.com/

Most business owners focus on growth, sales, and scaling, but the real danger often shows up after they've already “made it.” In this episode, tax attorney and estate planning expert Todd Villarrubia explains how thriving entrepreneurs unintentionally expose themselves to massive tax bills, lawsuits, and family chaos simply because their wealth isn't structured or protected the right way. Todd has spent over 30 years helping entrepreneurs and high net worth families protect billions of dollars from the IRS, creditors, and unnecessary estate taxes. He breaks down why “pigs get fat, hogs get slaughtered” when it comes to tax planning, and how to stay aggressively legal while still minimizing income tax, capital gains, and estate tax. You'll hear real-world examples of owners losing eight figures because they didn't document ownership correctly, mismanaged retirement plans, or failed to shield personal assets from business risk. This conversation goes beyond surface-level tax tips and into strategic wealth architecture. Todd explains when advanced strategies start to make sense (typically once you're paying six figures in tax), and walks through tools like solar programs, film tax credits, charitable remainder trusts, charitable lead trusts, domestic asset protection trusts, and Delaware Dynasty Trusts. He shows how these can legally reduce taxes, avoid probate, protect assets from future creditors, and eliminate estate tax on tens of millions of dollars, while still allowing founders to maintain control of their companies. We also dive into the concept of “wealth with purpose” how truly successful families don't just chase returns, they create a family constitution, shared values, regular family meetings, and financial literacy for the next generation. Todd explains why succession planning, business exits, and legacy design can't be left to chance, and how his book Entrepreneurial Beast Mode lays out a step-by-step roadmap to protect wealth from taxes, lawsuits, divorce, and bad planning so it can last for multiple generations instead of disappearing within one or two. https://youtu.be/QavL3IWfIec?si=nB05xekehF2kf_bG If you're an entrepreneur who's finally making real money, or expecting a windfall from a business sale, inheritance, or big exit, this episode will shift how you think about taxes, asset protection, and generational wealth. You'll come away with a clearer view of the silent risks around you, and concrete ideas for turning your current success into lasting security for you, your business, and your family. Quotes: "The only two things that are certain in life are death and taxes, and I guess I'm blessed that, as an estate tax attorney, I deal with death and taxes every day." "For us, wealth is more than just about a dollar. It's about developing a family constitution, core values, and financial literacy for the kids." "It's a lot more than just talking about money; it's about wealth transfer and building dynastic wealth, that's really the ultimate goal." Contact Details: Schedule Your Wealth Optimizer Audit with Fountainhead Global Request a Consultation with LA Wealth Plan Learn More About Asset Protection Follow Todd Villarrubia on Facebook Connect with Todd Villarrubia on LinkedIn Follow Todd Villarrubia on Instagram for Wealth Protection Tips Subscribe to Todd Villarrubia's Channel Wealth Protection Insights Entrepreneurial Beast Mode on Amazon

In this episode, Tom Hegna challenges advisors with the questions that matter most right now: Are you using AI, or avoiding it? Tom uses AI every day — building presentations in minutes, sharpening social posts, and coaching himself on strategy. His warning: advisors who say "I'm not AI" will get left behind. Would AI approve your plan? When a client runs your illustration through AI, does it endorse your work? Tom argues the fix is to feed it yourself and ask, "Is this the optimal solution for this client?" Are you still stuck on accumulation? Tom explains why retirement is about income and risk management, not rate of return — and why he had to make income "sexy" through mortality credits and the academic research behind them. Is your client's retirement riding on luck? Sequence-of-returns risk is "nothing more than good luck or bad luck." Tom explains why the solution is guaranteed lifetime income covering basic living expenses. Are you building a protection plan or just an investment plan? Tom breaks down the roles of income annuities, cash value life insurance, hybrid and traditional long-term care, and asset protection. Do you know what the big institutions are actually saying? BlackRock, Ernst & Young, Barclays, Goldman Sachs and the Wall Street Journal — none of them sell annuities, and all point toward guaranteed income. What should you stop doing? Sketchy IUL claims, underfunded UL policies sold on fantasy, and fixed index annuities built on manufactured or back-tested performance. **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

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⚠️ Hidden Assets Can Ruin Your Divorce Settlement! | Los Angeles Divorce ⚠️ Hidden or undisclosed assets can dramatically affect the fairness of a divorce settlement. California law requires both spouses to fully disclose all income, property, debts, and financial accounts. Failing to identify hidden assets may result in an inequitable division or disputes later, making thorough financial transparency essential.

Disclaimer: Today's episode is sponsored by Nurp. Content is for educational purposes only. Not advice. Results discussed have not been vetted. Claims made by the guest have not been verified. The views expressed by the guest do not reflect those of the host or this show.—

Bobby Casey is an international tax strategist and lifelong entrepreneur. He is the founder of Business Anywhere and a managing partner of Global Wealth Protection, helping entrepreneurs legally reduce taxes, protect assets, and run borderless businesses. Raised in an entrepreneurial family, Bobby started his first company at 19 and went on to build and sell several businesses, including a restaurant, a real estate company, and an installation company that served Fortune 500 clients. After hiring a specialist to handle his own asset protection and company structuring, he became fascinated with the work and turned it into Global Wealth Protection. Business Anywhere grew out of that consulting practice as a platform to automate company formation, compliance, and renewals. Today Bobby works with entrepreneurs and investors around the world, many of them location independent, and lives across multiple countries himself.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Never register your own LLC; a commercial registered agent keeps your name and home address out of public record Build asset protection in layers, starting with privacy, then legal structures like LLCs, trusts, and foundations Match your spend on planning to the assets at risk, because going cheap upfront can cost far more later Use AI and online research to prepare, then validate every decision with a qualified professional Diversify your income streams so no single client or channel can sink the business     Topics From Corporate Installs to Working Only With Entrepreneurs Bobby started his first company at 19 and later sold a restaurant, a real estate business, and an installation company Tired of serving large corporate clients, he chose to work exclusively with entrepreneurs How Business Anywhere Was Born After automating company renewals for his consulting clients, he spun the software into a separate platform Business Anywhere handles formation, registered agents, compliance, banking, and payment processing online Roughly half of its clients are non US persons, from a NJ plumber to a Canadian investor with US property living in Mexico The Case Against DIY LLCs Filing your own LLC forces your name and home address into public record for anyone to find A missed service of process notice can get your LLC revoked Two Florida Lawsuits, Two Outcomes A client shielded by a registered agent ignored a frivolous class action and it disappeared A client who filed his own LLC was served personally and settled for around $800,000 Asset Protection as Layers Bobby compares protection to a castle's moat, walls, and drawbridge More assets demand more layers, from privacy to trusts and foundations The Real Mistake Is Being Cheap AI tools and forums give narrow answers because they lack the full context of your situation A strong CPA or advisor often returns far more than the fee they charge Think of Protection Like Insurance You pay for structure hoping you never need it The cost is trivial against a multimillion dollar judgment    

Mark Pierce has 45 years in asset protection law. Here's how Wyoming LLCs and trusts protect your portfolio.Mark Pierce is a Wyoming trust attorney, former bankruptcy trustee, and 45-year veteran of tax and asset protection law. He's seen every way a real estate portfolio can unravel -- from creditor judgments to family divorces -- and built the legal structures designed to stop it.In this episode, Jack and Mark break down how Wyoming LLCs and asset protection trusts actually work for investors, why the threats inside your own family are usually more dangerous than any outside creditor, and what to do first if you have equity and no protection in place yet.Key topics covered:How the LLC plus trust "double envelope" shelters your cash flows from property judgmentsWhat a charging order is and why Wyoming makes creditors want to negotiate rather than litigateSeries LLCs explained simply and why they're built for real estate investors with multiple propertiesWhy a properly structured asset protection trust is the most effective prenuptial agreement you'll never have to argue about in courtThe two things that destroy LLC protection (commingling and bad bookkeeping) and how Wyoming handles them differentlyWhy proactive planning gives you every tool available and reactive planning gives you almost noneMark Pierce: wyomingtrustattorney.comWork With RealDealCrewIf you're already closing deals but your intake, follow-up, or visibility feels inconsistent, here are two ways to go deeper:Take the Deal Intake AssessmentSee how resilient your current operation actually is.→ https://assessment.realdealcrew.comBook a Fit CallIf you want to explore what a fully system-driven deal flow looks like, let's talk.→ https://realdealcrew.com/bookLIKE • SHARE • JOIN • REVIEWWebsiteApple PodcastsYouTubeYouTube MusicSpotifyAmazon MusicFacebookTwitterInstagram

In this episode, Garrett Sutton, a renowned attorney and bestselling author, shares insights on asset protection, real estate investing, and the importance of proper legal structures for investors. Discover practical tips and strategies to safeguard your assets and leverage opportunities in today's market.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Florida just passed a new protected series LLC law, which created a different way to structure your investments for your protection, and we're going to dive into it along with other current news affecting real estate investors!Join Gregg Cohen, co-founder of JWB Real Estate Capital and show host Pablo Gonzalez, on this week's edition of Not Your Average Insights Show, where we'll discuss:- How the new protected series LLC law is potentially great for simplifying your asset protection strategy- How the Federal Reserve's in a tough spot and where they may need to pivot- Why Freddie and Fannie expect allowing utility and rent payments to help encourage rent to own, and if that's a good thingGregg and Pablo translate the latest headlines into what they may mean for long-term rental property investors.Listen NOW!Chapters:00:00 Investor News Rundown01:49 Meet The Hosts02:33 Florida Series LLC Law07:23 How Series LLCs Work09:44 Risks Recordkeeping Financing14:45 Early Investor Protection Strategy19:47 Fed Outlook Shifts25:19 Dot Plot And Mortgage Rates28:51 Dot Plot Reality Check29:56 Stick To The Plan32:08 Coil Theory Returns35:29 Fed Rates Vs Mortgages37:46 Rent Builds Credit39:06 Why This Matters41:36 JWB Reporting Results48:23 HomeStep Not Rent To Own54:17 Lease Terms And Funding57:34 Turn Costs And Wrap UpStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

A FREE Copy of Jeff's Book, Discernment Listen to the full episode here! https://youtu.be/gQ2QBj1VOWw   What can every entrepreneur learn from the Rockefeller family? In this episode of the Unemployable Podcast, Jeff Dudan sits down with wealth expert Garrett Gunderson to discuss the timeless financial principles that have helped wealthy families preserve their wealth for generations—and how those same strategies can benefit today's business owners. They discuss trusts, legacy planning, life insurance, good debt versus bad debt, protecting assets, avoiding costly investment mistakes after selling a business, and why focus often beats diversification. Whether you're building your first company or preparing for a successful exit, this conversation will challenge the way you think about wealth creation and wealth preservation. 

A FREE Copy of Jeff's Book, Discernment Listen to the full episode here! https://youtu.be/gQ2QBj1VOWw   What can every entrepreneur learn from the Rockefeller family? In this episode of the Unemployable Podcast, Jeff Dudan sits down with wealth expert Garrett Gunderson to discuss the timeless financial principles that have helped wealthy families preserve their wealth for generations—and how those same strategies can benefit today's business owners. They discuss trusts, legacy planning, life insurance, good debt versus bad debt, protecting assets, avoiding costly investment mistakes after selling a business, and why focus often beats diversification. Whether you're building your first company or preparing for a successful exit, this conversation will challenge the way you think about wealth creation and wealth preservation. 

Most people focus on making money, investing money, and reducing taxes. But very few stop to ask a more dangerous question: Can someone take this from me? In this episode of The Practical Wealth Show, Curtis May sits down with Mark Pierce, a trust and LLC attorney with more than 42 years of experience in asset protection, complex tax planning, and estate preservation strategies. Mark is the founding attorney of Wyoming Trust Attorney and works with families, business owners, professionals, and high-net-worth individuals to help structure wealth so it is better protected from creditors, lawsuits, divorce, and other threats. What makes Mark's perspective unique is that he has seen asset protection from both sides. Earlier in his career, he served as a bankruptcy trustee, where his job was to attack weak structures and recover assets for creditors. Today, he uses that experience to help clients build protection designed to hold up under pressure. In this conversation, Curtis and Mark discuss: Why making money is only half the job The difference between a revocable living trust and an asset protection trust Why LLCs alone may not be enough How insurance, trusts, and legal structures work together Why timing matters in asset protection What "too late" really means when a lawsuit or creditor issue appears Why business owners, doctors, dentists, and real estate investors need to think differently about risk How family wealth can be exposed through divorce, poor planning, or lack of structure Why Wyoming is often used for domestic asset protection planning Why your wealth protection team should include more than one advisor This episode is not legal advice. It is a practical conversation designed to help business owners and families ask better questions before life, lawsuits, creditors, divorce, or business risk put their wealth under pressure. Guest: Mark Pierce Wyoming Trust Attorney Website: WyomingTrustAttorney.com Complimentary consultation link: https://wyomingtrustattorney.com/ Host: Curtis May Practical Wealth Solutions Website: PracticalWealth.net  

Most business owners spend years building wealth but very little time protecting it.In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with attorney Blake Harris to discuss asset protection, offshore trusts, lawsuit prevention, and the strategies successful entrepreneurs use to protect what they have worked so hard to build.Blake explains why asset protection is not just for the ultra-wealthy, how lawsuits can affect business owners of all sizes, and why proactive planning often makes the difference between preserving assets and losing them. He also shares practical insights into trusts, LLCs, offshore structures, and evaluating professionals who claim to be asset protection experts.Key Takeaways• Many business owners wait too long to implement asset protection strategies.• Asset protection is about proactively arranging assets before legal issues arise.• Offshore trusts often provide stronger protection than domestic trusts.• Proper funding of trusts and business structures is essential for effectiveness.• Verifying an attorney's credentials, reputation, and experience is critical before engaging their services.• Asset protection planning can provide both financial security and peace of mind.Connect with Blake HarrisWebsite: https://blakeharrislaw.comLinkedIn: https://www.linkedin.com/in/blakeharrislawConnect with Gary HeldtVisit Gary Heldt's website at https://www.sbadvisors.cc/Connect with Gary on LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr/

What if building wealth was exactly like building a house? In this episode of The How To Show, Gino Barbaro breaks down the five stages of building a financial house and explains why most people fail to create lasting wealth. Many people jump straight into investing, crypto, real estate, or business opportunities without first building a strong financial foundation. The result? Their financial house eventually crumbles. Using a simple yet powerful framework, Gino explains how true wealth is created through a step-by-step process that prioritizes stability, education, protection, cash flow, and legacy. Whether you're just beginning your financial journey or looking to strengthen your existing strategy, this episode provides a roadmap for building wealth that lasts. What You'll Learn • The difference between being rich and being wealthy • Why financial foundations matter more than investments • How to build financial stability before taking risks • The role of cash flow, investing, and asset protection • How to create long-term and generational wealth • The 5 stages of building a financial house Timestamps 00:00 Introduction: Rich vs Wealthy 01:30 Why Most People Build Wealth Wrong 04:20 Stage 1: Financial Foundation 10:05 Stage 2: Building Your Financial Framework 16:15 Stage 3: Protecting Your Wealth 19:20 Stage 4: Creating Cash Flow & Assets 26:50 The Maserati Mike Story 30:15 Stage 5: Legacy & Estate Planning 35:00 Financial House Assessment Exercise 39:15 Identify Your Weakest Wealth Stage 41:30 Wealth Building Action Steps 44:15 How to Build Generational Wealth 46:00 Final Takeaways & Closing Thoughts What to lear more about multifamily? Go to: https://wheelbarrowprofits.com/ We're here to help create real estate entrepreneurs... About Jake & Gino: Jake & Gino are multifamily investors, operators, and owners who have created a vertically integrated real estate company. They control over $350M in assets under management. Connect with Jake & Gino here --> https://jakeandgino.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Disclaimer: Today's episode is sponsored by Gelt. Content is for educational purposes only. Not advice. Results discussed have not been vetted. Claims made by the guest have not been verified. The views expressed by the guest do not reflect those of the host or this show.—

In this episode, wealth strategist Malcolm Jarrell discusses advanced trust structures, the limitations of LLCs, and how to optimize real estate investments for asset protection and tax efficiency. Perfect for investors seeking to protect and grow their wealth.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------