Podcasts about Asset protection

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Best podcasts about Asset protection

Show all podcasts related to asset protection

Latest podcast episodes about Asset protection

Generational Wealth MD
"Protect your Empire - Asset protection strategies from the experts"

Generational Wealth MD

Play Episode Listen Later Jan 26, 2023 49:05


Rental Property Owner & Real Estate Investor Podcast
Special RPOA 2023 Annual Conference Announcement - Asset Protection for Real Estate Investors

Rental Property Owner & Real Estate Investor Podcast

Play Episode Listen Later Jan 26, 2023 4:56


The Biggest Real Estate Investing Conference in Michigan is BACK! Announcing the Michigan Landlord & Real Estate Investor Conference & Expo 2023 - at the Devos Place Conference Center in Grand Rapids, Michigan. In today's special announcement we hear from one of our many nationally recognized speakers, Bill Noll, who will share his winning strategies on "Asset Protection for Real Estate Investors". Bill will be speaking Thursday, February 23rd @ 1 pm.  You can find out more at: https://www.michiganreiconference.com/ https://www.shorttermrentalassoc.com/

Robnett's Real Estate Run Down
Asset Protection and Lawsuit Prevention with Kevin Day

Robnett's Real Estate Run Down

Play Episode Listen Later Jan 25, 2023 51:51


Our guest, Kevin Day,  is one of the leading estate planning and international asset protection planning attorneys in the United States. In this episode, Shannon and Kevin discuss the difference between a revocable and irrevocable trust, how an irrevocable trust protects your assets, offshore trusts, and how to gain control of your assets.  1:45 Kevin's Background 5:45 Why do we need protection? Where do you need to go? 14:46 What is an irrevocable trust? 21:37 What is an active trust? 28:51 Shannon's lawsuit-proof business structure 41:21 The Hague Convention on Trusts 46:46 Kevin's advice for people who want to get into asset protection "By doing the work up front, you could really simplify your life." About Robnett's Real Estate Run Down With over 27 years in the real estate industry, Shannon shares actionable advice on wholesaling, fix and flips, single-family, multi-family, and more. Hear real people talk about all facets of the market, including analysis, challenges, management, and successes of investment-grade. Every conversation provides the foundation for a thriving career. Guest Bio: Kevin Day Kevin L. Day is one of the leading estate planning and international asset protection planning attorneys in the United States. Mr. Day's Bachelor's Degree is in Chinese Studies, and he holds a Master of Business Administration in International Management and Doctor of Jurisprudence degree. He was a university academic administrator for eight years, a law professor at the doctorate level, and a law school Dean of Students before entering private practice. In addition to his legal expertise, Mr. Day brings his extensive business knowledge as an MBA in International Business to his law practice.   Mr. Day is admitted to practice law in the California Supreme Court; U.S. Southern District Court, California; U.S. Court of Appeals, 9th Circuit; U.S. Central District Court, California; U.S. Court of International Trade; U.S. Tax Court, Washington D.C.; U.S. Court of Appeals, Federal Circuit; and United States Supreme Court. Mr. Day is a member of the California Bar Association, the Offshore Institute, the International Tax Planning Association, and the American Bar Association's sub-section on Asset Protection.   Attorney Day is the co-author of four books: Lawsuits, Taxes & Asset Protection, Offshore Money Strategies, The Privacy Guide and the Ultra-Privacy Guide. He has also co-authored five audio-courses: Offshore Tax Havens, International Asset Protection Trusts, Golden Parachutes for Business Owners, Offshore Money Strategies, and How To Disinherit Uncle Sam. Additionally, he has written many articles relating to estate planning, offshore tax havens, asset protection and captive insurance formation.   info@trespday.com  https://www.trespday.com/ 

The Short Term Show
Asset Protection with Bonnie Galam

The Short Term Show

Play Episode Listen Later Jan 25, 2023 45:08


This week Avery is joined by real estate attorney, Bonnie Galam. Together they discuss LLCs, whether or not to register them for every property, what state to register them in, and more. Bonnie gives some advice on what to do if you accidentally swipe the wrong credit card, owner anonymity and asset protection. How to connect with Bonnie: bonniegalam.com Instagram: bonniegalamesq How to connect with Avery: The Short Term Shop - https://theshorttermshop.com/ Follow Avery Carl on Instagram - @theshorttermshop For more information on how to get into short term rentals, read Avery’s Book, Short-Term Rental, Long-Term Wealth: Your Guide to Analyzing, Buying, and Managing Vacation Properties - https://amzn.to/3Adg6PA Need lending for your Short Term Rental? Get Pre-Approved on a loan with up to 89.99% of LTV with The Mortgage Shop - https://mortgage.shop/

Preparing For Tomorrow podcast
I was just diagnosed with _____, can I still get the insurance?

Preparing For Tomorrow podcast

Play Episode Listen Later Jan 25, 2023 10:31


Too often, we go through the process to learn about LTC and LTC insurance, work though the costs and see how it can work to help us protect our family, savings and choices.  Then we decide to wait to purchase a plan. Sometimes, the reason to wait is very valid - putting kids through school, just changed jobs, building a house, caring for a parent. Sometimes, when we wait, a health concern shows up that increases our risk of needing care.  This may create higher premiums, limit our options or make us an unacceptable risk. If you know you want coverage, don't wait.  LTC insurance wil never cost less than it does today, while you are young enough and healthy enough to be approved with reasonable rates. Ask me for help and guidance at    

Syndication Made Easy with Vinney (Smile) Chopra
Types of Financial Asset Protection You Should Know About Part (3/3)

Syndication Made Easy with Vinney (Smile) Chopra

Play Episode Listen Later Jan 20, 2023 10:48


Syndication Made Easy with Sarry Ibrahim Do you know how to protect your financial assets? In this podcast, we're going to teach you all about financial asset protection. Financial asset protection is essential if you want to stay safe while you invest, save for a rainy day, or simply protect your money from thieves. In this podcast, we'll discuss the different types of asset protection and how to choose the right type for you. We'll also provide helpful tips on how to protect your assets from theft, bankruptcy, and more! https://vinneysbizcard.com/ https://finassetprotection.com/ Don't forget to head over to iTunes to subscribe, rate, and leave a review. It's very much appreciated. https://podcasts.apple.com/us/podcast/syndication-made-easy-with-vinney-smile-chopra/id1473126675 ------------------------------------------------ Claim your FREE copy of The #1 Top Seller in Commercial Investing: https://vinneychopra.com/freebook/ Vinney's Facebook: https://www.facebook.com/VinneyChopra Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's TikTok: https://www.tiktok.com/@vinney.chopra Vinney's Youtube: https://www.youtube.com/@vinneysmilechopra?sub_confirmation=1 Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/invest/ Apply for Mentorship: https://apartmentsyndicationmadeeasy.com/academy2022/ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 7,500 units amounting to over $800 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. ------------------------------------------------

Preparing For Tomorrow podcast
Case Study: What can we do to protect an uninsurable risk?

Preparing For Tomorrow podcast

Play Episode Listen Later Jan 18, 2023 14:39


If you think you may be an uninsurable risk for LTC insurance, all is not lost! You may be able to use an annuity to leverage LTC costs.  If you have that emergency fund that is turning into a long term care fund the older you get, you can deposit some of that savings into an annuity that includes enhanced or added benefits for extended care needs. Or if you own an annuity that you are not planning to use as income, we can reposition that money into an annuity with added LTC benefits. There are several options with this kind of planning.  The one I discuss this week has the potential to return 10 times (or more) the amount you deposit when you need help with things like eating, bathing, toileting, continence, transferring or dressing. Contact me at Let's work together to design a plan with meaningful benefits using the most efficient funding strategy for you.

Syndication Made Easy with Vinney (Smile) Chopra
Types of Financial Asset Protection You Should Know About Part (2/3)

Syndication Made Easy with Vinney (Smile) Chopra

Play Episode Listen Later Jan 18, 2023 12:22


Syndication Made Easy with Sarry Ibrahim Do you know how to protect your financial assets? In this podcast, we're going to teach you all about financial asset protection. Financial asset protection is essential if you want to stay safe while you invest, save for a rainy day, or simply protect your money from thieves. In this podcast, we'll discuss the different types of asset protection and how to choose the right type for you. We'll also provide helpful tips on how to protect your assets from theft, bankruptcy, and more! https://vinneysbizcard.com/ https://finassetprotection.com/ Don't forget to head over to iTunes to subscribe, rate, and leave a review. It's very much appreciated. https://podcasts.apple.com/us/podcast/syndication-made-easy-with-vinney-smile-chopra/id1473126675 ------------------------------------------------ Claim your FREE copy of The #1 Top Seller in Commercial Investing: https://vinneychopra.com/freebook/ Vinney's Facebook: https://www.facebook.com/VinneyChopra Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's TikTok: https://www.tiktok.com/@vinney.chopra Vinney's Youtube: https://www.youtube.com/@vinneysmilechopra?sub_confirmation=1 Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/invest/ Apply for Mentorship: https://apartmentsyndicationmadeeasy.com/academy2022/ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 7,500 units amounting to over $800 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. ------------------------------------------------

Cash Flow Connections - Real Estate Podcast
E581 - CFC - The $100M Asset Protection Journey

Cash Flow Connections - Real Estate Podcast

Play Episode Listen Later Jan 18, 2023 44:30


Brad came from the corporate world with more than one degree…  So when he met his first mentor, at first, he was very skeptical of a millionaire investor with no college degree who was cursing about multifamily on stage! However, he realized that his skepticism illuminated the opportunity that exists in the industry.  Anyone can succeed with the right skills and understanding. Unfortunately, his engineering degree and MBA weren't enough… Now, after acquiring over 10,000 units, Brad Sumrock reveals what it takes to succeed! Brad started with the mission of replacing his W-2 income with passive income.  Unlike many of us, he started with a 32-unit property… However, like many of us, if he realized that if he was going to continue growing his portfolio,  he would need to include other investors in his deals! This epiphany is what helped him let down his ego and learn syndication from his mentor.  Now, after escaping the rat race over 15 years ago, Brad wants to help others follow his path! Brad has an incredible story, so I encourage you to tune in to today's episode! Take Control, Hunter Thompson Want to learn more about Brad's Upcoming Event?  Click Here to learn more about Rat Race 2 Retirement.  Resources mentioned in this episode: 1. Aaron Scott Young Website 1 Website 2 Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register.   CFC Podcast Facebook Group  

Syndication Made Easy with Vinney (Smile) Chopra
Types of Financial Asset Protection You Should Know About Part (1/3)

Syndication Made Easy with Vinney (Smile) Chopra

Play Episode Listen Later Jan 16, 2023 12:09


Syndication Made Easy with Sarry Ibrahim Do you know how to protect your financial assets? In this podcast, we're going to teach you all about financial asset protection. Financial asset protection is essential if you want to stay safe while you invest, save for a rainy day, or simply protect your money from thieves. In this podcast, we'll discuss the different types of asset protection and how to choose the right type for you. We'll also provide helpful tips on how to protect your assets from theft, bankruptcy, and more! https://vinneysbizcard.com/ https://finassetprotection.com/ Don't forget to head over to iTunes to subscribe, rate, and leave a review. It's very much appreciated. https://podcasts.apple.com/us/podcast/syndication-made-easy-with-vinney-smile-chopra/id1473126675 ------------------------------------------------ Claim your FREE copy of The #1 Top Seller in Commercial Investing: https://vinneychopra.com/freebook/ Vinney's Facebook: https://www.facebook.com/VinneyChopra Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's TikTok: https://www.tiktok.com/@vinney.chopra Vinney's Youtube: https://www.youtube.com/@vinneysmilechopra?sub_confirmation=1 Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/invest/ Apply for Mentorship: https://apartmentsyndicationmadeeasy.com/academy2022/ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 7,500 units amounting to over $800 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. ------------------------------------------------

Wealth Planning for the Modern Physician
Hot Topics in Tax & Asset Protection Planning with Carole C. Foos, CPA

Wealth Planning for the Modern Physician

Play Episode Listen Later Jan 12, 2023 31:28


This episode focuses on tax and asset protection planning – as OJM Group partner and CPA Carole Foos joins David to highlight tax planning opportunities as we welcome in 2023. David then drills down into a few important developments in asset protection planning.  Carole begins with some highlights on new tax developments and opportunities, including energy-efficient home and business credits and clean vehicle credits.  Carole discusses the new increased IRS interest rate effective January 1, 2023, and how that should impact physicians when it comes to estimated tax payments.  Finally, Carole covers the importance of managing investment gains and losses and why this is not just a 4th quarter activity. David then covers the trend of state exemption statutes improving protections, focusing on the California homestead exemption. He turns his attention to some important legal cases for asset protection planning.  The first case involves a Delaware LLC, which many physicians have utilized for decades. David explains why this case puts some risk around relying on LLCs in Delaware for protection and contrasts the problematic Delaware case with two cases involving Ohio LLCs, which strengthen the protections Ohio provides. David concludes with the details of an IRS-related LLC case involving a business leasing its real estate from a related LLC, and explains how that case demonstrates demonstrating the importance of following legal formalities. Learn more about our guest, including additional show notes and more, by visiting www.physicianswealthpodcast.com. 

Preparing For Tomorrow podcast
Natural Consequences

Preparing For Tomorrow podcast

Play Episode Listen Later Jan 11, 2023 12:57


We face natural consequences throughout our entire lives.  From not getting up on time to go to school, all the way to not preparing for our last chapter of living here on earth, the consequences of poor decisions are always there.   As adult children of parents who failed to plan, we need to decide if we're going to sacrifice our futures to pay for or provide care for our parents.  When we are forced, we will sacrifice for them because that's what they did for us as we were growing up.   Our parents don't want us to bankrupt ourselves and place our children in a position of sacrifice.  All our lives, they've wanted us to be ok. One of the hardest decisions to make is whether to allow Medicaid to take over our parents' care needs or provide/pay for care ourselves.   We need to stop the cycle of impoverishment that looms when we have not planned for LTC needs.  We need to prepare today so we can be secure tomorrow, when life shows up and changes the rules suddenly. I can help you make your retirement years more predictable by designing a plan to cover the unplanned.

The Business Credit and Financing Show
Mikkel Thorup How to Protect your Financial Assets

The Business Credit and Financing Show

Play Episode Listen Later Jan 10, 2023 30:28


Mikkel Thorup is the world's most sought-after expat consultant. He focuses on helping high-net-worth private clients to legally mitigate tax liabilities, obtain a second residency and citizenship, and assemble a portfolio of foreign investments including international real estate, timber plantations, agricultural land and other hard-money tangible assets. Mikkel is the Founder and CEO at Expat Money™, a private consulting firm started in 2017. He hosts the popular weekly podcast, the Expat Money Show, and wrote the definitive #1-Best Selling book Expat Secrets - How To Pay Zero Taxes, Live Overseas And Make Giant Piles Of Money.   During the show we discuss: The Most Recent Developments in Financial Asset Protection How You Can Use Social Media to Spread the Word About Your Expertise in Financial Asset Protection The Elements that Could Have an Impact on How Financial Assets are Protected How You Can Protect Your Financial Assets How to Safeguard Your Private and Corporate Assets Some Instances of Securing Property How the Rich Protect Their Possessions The Safest Type of Financial Asset How You Can Secure Your Real Estate The Type of Trust that Secures Your Assets How the Millionaires Evade Taxes How to Conceal Financial Assets How You Can Safeguard Your Funds The Technological Advancements You Can Use to Safeguard Your Assets How You Can Manage Everything While Owning Nothing How You Can Legally Hide Money from the Government   Show resources: https://expatmoney.com/ https://www.youtube.com/c/ExpatMoneyShow https://www.instagram.com/expatmoneyshow/ https://www.facebook.com/ThorupMikkel https://twitter.com/ThorupMikkel https://www.linkedin.com/in/mikkelthorup/

Business Innovators Radio
Alan Porter – Wealth Strategist – On How to Have A Guaranteed Income In Retirement

Business Innovators Radio

Play Episode Listen Later Jan 7, 2023 33:35


In this episode Certified Financial Fiduciary, Alan Porter, shares how to retire with a tax-free income and protection for long-term care.Alan Porter is a founding member of the American Tax Planning Institute, where they emphasize TAX Savings and Planning, Asset Protection, Business Exit Strategies, Estate Planning, and Charitable Gifting.He is a Master Mentor of the Circle of Wealth Program and specializes in showing people how to reduce and possibly eliminate both debt and taxes and provide them with more spendable income.With over 37 years of experience in Mortgage Banking, Real Estate, Insurance, and the Financial Services Industry Porter feels he not only has a moral obligation to pursue the best interests of his clients, but also a legal obligation.He currently writes articles for three financial magazines, speaks at numerous functions across the United States including at at West Point, where he was selected as Outstanding Speaker for the Leadership Conference there and at the Harvard Faculty Club.He has co-authored two International best-selling books book on Financial Leadership, and two books on Tax Saving Strategies.He just completed another book on WEALTH BEYOND TAXES that can be found on Amazon.To learn more email Alan at StrategicWealth@gmail.com of call him at 910-551-1046.MegaBucks Radio with Nina Hershbergerhttps://businessinnovatorsradio.com/megabucks-radio-with-nina-hershbergerSource: https://businessinnovatorsradio.com/alan-porter-wealth-strategist-on-how-to-have-a-guaranteed-income-in-retirement

Asset Protection Today
Asset Protection Today 12-31-2022

Asset Protection Today

Play Episode Listen Later Jan 5, 2023 45:23


Join Bill Alexander for Asset Protection Today!

Preparing For Tomorrow podcast
Recap 2022 and Welcome 2023!

Preparing For Tomorrow podcast

Play Episode Listen Later Jan 4, 2023 10:20


Happy New Year! Let's welcome 2023 with the mindset of being prepared for our tomorrows.  Schedule that family meeting, whether it's to work with me to design a plan, to discuss your LTC plan with your family, or to implement and manage a care plan for yourself or a family member. This week, Diane shares some relevant topics in the LTC world that came to fruition in 2022.  And she also discusses what we can expect going forward into this year. Many people are realizing that they don't want the same plan their parents have, which too often is spend all your money until it's gone and then rely on the government.  Living through that poor decision by our parents, we don't want to have that same burden land on our kids. I pray for many blessings for you and your families in 2023.  And I look forward to helping you develop your LTC plan this year.  This will allow you to know that by creating a dedicated and tax-free stream of income for extended care needs, you are freeing up the rest of your retirement plan for whatever you want and dream for your golden years. Ask me for help to design a plan unique to your family at  

Crypto Current
A Masterclass in Smarter Trading & Asset Protection with Ian Balina, David Chase, Patrick Zielbauer and Richard Carthon at AGMI 2022

Crypto Current

Play Episode Listen Later Jan 2, 2023 31:13


A Masterclass in Smarter Trading & Asset Protection with Ian Balina, David Chase, Patrick Zielbauer and Richard Carthon at AGMI 2022*Disclaimer. Richard Carthon is the Founder of Crypto Current. All opinions expressed by members of the Crypto Current Team, Richard or his guest on this podcast are solely their opinions and do not reflect the opinions of Crypto Current. You should not treat any opinion expressed by Richard as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of his opinion. This podcast is for informational purposes only.~Want more information on us? Please check out our Linktree for all our info :)linktr.ee/cryptocurrent

Live Off Rents Podcast
Ep. #123: Patrick Grimes on Asset Protection, SDIRAs, & Advanced Real Estate Investing

Live Off Rents Podcast

Play Episode Listen Later Dec 29, 2022 40:53


Patrick Grimes is the Founder and CEO of Invest on Main Street. He has over fourteen years of experience in active real estate investment, purchasing distressed assets, renovating, and stabilizing for long-term cash flow. His $516M portfolio includes 4004 units in multifamily apartment communities in the emerging markets across Texas and the southeastern United States.

Kowal Investment Group
The Retirement Clinic-12-3-22 – The Importance of Asset Protection

Kowal Investment Group

Play Episode Listen Later Dec 29, 2022 43:06


Aaron Kowal and Brian MacGillis of MacGillis Insurance discuss the role of insurance in your financial plan, examine current trends in the insurance industry, share insight into wintertime insurance concerns for your business, and explain four considerations in creating a pre-litigation plan.

Good Bones Real Estate Investing
75. [Listener Q&A] - ADU & MTR Asset Protection

Good Bones Real Estate Investing

Play Episode Listen Later Dec 27, 2022 11:29


Accessory Dwelling Units & Mid Term Rentals are two of the hottest residential investing trends right now. In this episode, Bonnie breaks down how to protect them. In this episode you'll learn:1.  Considerations to determine if a separate entity is even possible for an ADU2. What type of entity to put a MTR or ADU into3. Some offensive asset protection options for ADUs ❓Click here to leave your question for Bonnie© 2021-2022 Bonnie Galam LLC | All rights reserved | Any use of this intellectual property owned by Bonnie Galam LLC may not be used in connection with the sale or distribution of any content (free of paid, written or verbal), produce, and/or service by you without prior written consent from Bonnie Galam LLC

Estate Planning Daily
#498 | Domestic asset protection trusts are worthless.

Estate Planning Daily

Play Episode Listen Later Dec 21, 2022 1:28


Domestic asset protection trusts are worthless. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… PS - It would mean the world to me if you hit the subscribe button.

UBC News World
Get Concierge Coaching For Asset Protection | Best High-Net-Worth Life Coach

UBC News World

Play Episode Listen Later Dec 20, 2022 2:15


Whether you're struggling with work or life issues, you deal with a bucket load of stress daily. But with this expert coach, you can benefit from years of insight to transform your life and build the future you want! Go to: https://drdivanyoung.com Reality N 3 D Publishing, LLC 5225 Katy Freeway Suite 410, Houston, TX 77007, United States Website https://drdivanyoung.com Email prc.pressagency@gmail.com

Real Estate Masters Podcast
#64 Protect Assets and Save Taxes with Clint Coons

Real Estate Masters Podcast

Play Episode Listen Later Dec 20, 2022 34:44


Today's episode I was fortunate enough to sit down with Clint Coons. Clint literally wrote the book on asset protection for Real Estate investors and how to simultaneously save money on taxes. Huge amount of value on todays episode with Clint, tune in, this was a great show!   You are in for a treat with our next guest. Do me a favor, subscribe to the podcast, leave us a review, and don't forget to go to REMCommunity.com to connect with some of the highest level Real Estate professionals in the United States through our community and through our high-level masterminds. Let's go.

Elder Law Report
Elder Law Report - How running a firm is more restrictive and different than any other business.

Elder Law Report

Play Episode Listen Later Dec 16, 2022 26:51


 Today's topic on the Elder Law Report is how a law firm is different and how running a law firm is different from running any other business! SCHEDULE YOUR FREE CONSULT! Call 888-999-6600 or go to mcelderlaw.com/scheduling/ #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities #burial #burialpolicy #insurance #insurancepolicy #estateplanning #elderlaw #financialplanning #attorney #lawyer 

The Voice of Retail
What's Next In Retail Asset Protection with Tom Meehan, President, Controltek

The Voice of Retail

Play Episode Listen Later Dec 16, 2022 26:07


Welcome to The Voice of Retail. I'm your host Michael LeBlanc. This podcast is brought to you in conjunction with Retail Council of Canada.Tom Meehan, President ControlTek, a global leader in tamper-evident packaging, retail asset protection and RFID solutions, is joined by Wade Holman to talk about the latest technology and trends in store-based retail loss prevention. About TomAs president, Tom guides the company's strategy while leading CONTROLTEK's core business sectors – Tamper-Evident Packaging, EAS, and RFID. He drives the company's strategic vision, sustainable business practices, and company culture and oversees the day-to-day operations of the business, sales, and customer growth and retention.Tom is well-known in the retail loss prevention world as both a tremendously effective LP professional and as a thought leader who unselfishly shares his knowledge and experience out of a genuine desire to help his peers fight shrink more effectively. He shares his wealth of knowledge and expertise in his roles as retail technology editor at Loss Prevention Magazine, host of The Cash News Podcast, co-host of the Loss Prevention Research Council podcast CrimeScience and the organization's senior technology advisor. Tom has held Chief Strategy Officer and Chief Information Security Officer at CONTROLTEK. Prior to joining, Tom was director of technology and investigations with Bloomingdale's, he worked for Home Depot in loss prevention, and has had various technology, loss prevention, and operational roles at several other companies. About MichaelMichael is the Founder & President of M.E. LeBlanc & Company Inc and a Senior Advisor to Retail Council of Canada as part of his advisory and consulting practice. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience and has been on the front lines of retail industry change for his entire career. He has delivered keynotes, hosted fire-side discussions with C-level executives and participated on thought leadership panels worldwide.  Michael was recently added to ReThink Retail's prestigious Top 100 Global Retail Influencers for a second year in  2022.Michael is also the producer and host of a network of leading podcasts, including Canada's top retail industry podcast, The Voice of Retail, plus the Remarkable Retail with author Steve Dennis, Global E-Commerce Tech Talks and The Food Professor with Dr. Sylvain Charlebois.  Most recently, Michael launched Conversations with CommerceNext, a podcast focussed on retail eCommerce, digital marketing and retail careers - all available on Apple, Spotify, Amazon Music and all major podcast platforms.   Michael is also the producer and host of the “Last Request Barbeque” channel on YouTube where he cooks meals to die for and influencer riches.

TalkLP
Amber & Gus Talk Legislation with NRF Experts

TalkLP

Play Episode Listen Later Dec 14, 2022 45:46


TalkLP host Amber Bradley teams up with industry veteran and owner of the D&D Daily Gus Downing to talk legislative updates with NRF experts Jon Gold, Vice President of Supply Chain & Customs Policy, Jason Straczewski, Vice President of Government Relations & Public Affairs and David Johnston, Vice President of Asset Protection & Retail Operations.  Amber and Gus cover what retailers need to know about the INFORM Act, where it stands today and how they can help get it over the goal line! For more information on how to take action, retailers should visit NRF's website here. To learn more about HSI's Operation Boiling point, listen to Amber's interview with HSI's Deputy Assistant Director Raul Aguilar here. For breaking news headlines and mobile access to the D&D, download the TalkLPnews APP today - it's free and no registration is required! Subscribe to the D&D Daily here.

Healthcare Entrepreneur Academy Podcast
#297: How To Stay Invisible From Risks & Protect Your Assets

Healthcare Entrepreneur Academy Podcast

Play Episode Listen Later Dec 13, 2022 28:11


“A company can't produce income without assets. So protecting assets is critical to the survival of every company.” – Hendrith Vanlon Smith Jr   Jason A. Duprat, Entrepreneur, Healthcare Practitioner, and Host of the Healthcare Entrepreneur Academy podcast, talks about Asset Protection and decreasing the risk of being involved in a lawsuit. In this episode, Jason shares real-world scenarios faced by successful but unprepared individuals as well as relevant advice to avoid getting caught up in a similar situation. Tune in until the end to find out who won our special giveaway!   3 KEY POINTS: Make your assets invisible to your potential opponent. Decrease the chance that somebody will want to sue you. Hire a qualified attorney specializing in Asset Protection.   EPISODE HIGHLIGHTS: During the pre-filing phase, law firms hire private investigators to do public record searches to figure out how many potential assets their target defendant has. Make sure that anything that you own is not going to show up in a public record search. In another episode, Jason talked about Asset Protection. Certain states have something called "Tenancy by the Entirety" which creates strong protection for your home. Here's an example of assets you want to keep hidden: houses, cars, boats, and businesses. Problems sometimes arise when people create their business by filing with their Secretary of State themselves. They tend to make mistakes such as listing themselves as the registered agent and the manager of the business and revealing themselves to the public. Settlement Value Calculation: What attorneys use to determine whether or not they're going to pursue a case. Jason follows YouTuber Attorney Toby Mathis who talks about this same concept and refers to it as Security through Obscurity. Work with a qualified attorney who specializes in Asset Protection. TAKE NOTE: There are business attorneys who have no experience in Asset Protection. To make your house undiscoverable, you can use a Land Trust. The title goes into the Trust's name and there's a trustee assigned. To get yourself off of a vehicle's title, have an LLC own it. If you own businesses, you don't want them directly tied to your name. Paying for a registered agent will keep your name off the Secretary of State's website. If you're going to settle, make sure you're settling within insurance limits, that you have plenty of insurance, that you appear as if you own nothing, and you remove yourself from the public record. Robert Kiyosaki says that he is worth millions, but owns nothing. You have to take action before you ever get named in a lawsuit.   CONGRATULATIONS TO OUR 2022 GIVEAWAY WINNERS! Cuicui Zhang Jeremy Holmen Tammy Smit Laurie Groth Lauren Kubla   TWEETABLE QUOTES: “Nobody's going to ever sue a homeless person because there's nothing to go after. Successful people get sued. The more successful you are, the bigger the target on your back.” – Jason A. Duprat “Make your assets invisible to your potential opponent.” – Jason A. Duprat   CONNECT WITH JASON DUPRAT LinkedIn | Facebook | Instagram | Youtube Email: support@jasonduprat.com Join our Facebook group: https://jasonduprat.com/group   RESOURCES Want to become an IV Nutritional Therapy provider? JOIN our FREE masterclass: https://ivtherapyacademy.com/podcast Sign up for one of our free business start-up Masterclasses by heading over to https://jasonduprat.com/freemasterclass Have a healthcare business question? Want to request a podcast topic? Text me at 407-972-0084 and I'll add you to my contacts. Occasionally, I'll share important announcements and answer your questions as well. I'm excited to connect with you! Do you enjoy our podcast? Leave a rating and review: https://lovethepodcast.com/hea Don't want to miss an episode? Subscribe and follow: https://followthepodcast.com/hea   RELATED EPISODES: #132: TACTICAL TUESDAY: PROTECT ASSETS & LIMIT LIABILITIES WITH AN LLC #248: ERIC MILLER: BUILD BUSINESS PROFITS, ENTERPRISE VALUE & ASSETS AS A PRACTICE OWNER #269: FINANCIAL PLANNING, ASSET PROTECTION, AND HEALTH INSURANCE TALK WITH JACOB BEVILACQUA #HealthcareEntrepreneurAcademy #healthcare #HealthcareBoss #entrepreneur #entrepreneurship #podcast #businessgrowth #teamgrowth #digitalbusiness

TalkLP
A Quick Chat with NRF’s New VP of AP David Johnston

TalkLP

Play Episode Listen Later Dec 9, 2022 11:04


TalkLP Host Amber Bradley sits down with the new Vice President of Asset Protection & Retail Operations for the National Retail Federation (NRF), David Johnston, to discuss his new role at NRF and some sneak peeks at January's BIG Show in NYC! David also shares the most surprising part about his new role!  Check it out!  Find out more about the NRF BIG Show here. 

Preparing For Tomorrow podcast
Will you review my LTC policy and tell me if it's right for my needs?

Preparing For Tomorrow podcast

Play Episode Listen Later Dec 7, 2022 13:43


This week, Nick asks if Diane will review his current LTC plan and help him to understand how it works and if it will do what he thinks it will do.   Unfortunately, we find many people in this situation.  They bought a plan several years ago and never again saw the agent who sold it.  Too many agents don't think beyond the sale, while the clients really need their help many years, or even decades later. If you would like a policy review, we are available to help you understand your plan and determine if it is appropriate for what you believe your extended care needs may be - where you will live, the costs of care there, and the people you want caring for you are all part of your plan. Reach out and ask us for guidance.  We're here to help

Get Real Podcast
#206: Skillful Ways to Handle Your Mistakes and Earn Better Returns

Get Real Podcast

Play Episode Listen Later Dec 5, 2022 33:02


In this week's episode, we learn about the good, bad, and ugly sides of real estate investing. Keep tuning in to learn how to confront real estate adversities, learn from your mistakes, and own those curves when real estate throws a curve ball!     WHAT YOU'LL LEARN FROM THIS EPISODE Functional ways to handle real estate issues Business policy suggestions to keep your company's integrity Does internet research match years of professional experience? Why you should be kind to others at all times When to look for legal protection for yourself and your clients     CONNECT WITH US: If you need help with anything in real estate, please email: invest@rpcinvest.com Reach Ron: RP Capital Leave podcast reviews and topic suggestions: iTunes Subscribe and get additional info: Get Real Estate Success Facebook Group: Cash Flow Property Facebook Community

Real Estate Nerds
Season 2 Episode 54: Solo 401k Custodian Duties

Real Estate Nerds

Play Episode Listen Later Dec 2, 2022 47:42


ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth.*********************************************************************************MEET THE HOSTSScott Royal Smith, Esq., CEO, Real Estate Investor. As the founder of Royal Legal Solutions, I am an asset protection attorney and long-time real estate investor in every asset class in 10+ states. My background in litigation and investing uniquely has provided me with insights into how to best use the law for maximum legal advantage while streamlining operations, taxes, and compliance.*********************************************************************************KEY TAKEAWAYSFirst, what is a custodian? Investopedia describes it as " ... a financial institution that holds customers' securities for safekeeping to prevent them from being stolen or lost. The custodian may hold stocks, bonds, or other assets in electronic or physical form on behalf of its customers."In this session, Pete breaks down a few key differences between the Self-Directed IRA and the Solo 401k as they relate to custodian duties.Tax code regulations dictate that if you are using an IRA, the custodian must be a 3rd party bank or trust company. This means that they control when, where, and how assets are invested. Pete explains that this reduced flexibility for investors makes the Solo 401k a beloved alternative.So what's the difference? With a Solo 401k, you are your own plan administrator. You take on the role of the bank, trustee, or custodian, and the fiduciary responsibilities fall on you. With that, you have the freedom to invest your funds directly without having to work through a 3rd party custodian for a fee.There are some caveats, though, such as being responsible for monthly, quarterly, and annual reporting. Along with keeping good records that document distributions.Listen in as Pete and group members discuss how this retirement vehicle can be used to invest in various asset classes, including real estate to grow wealth with less hassle than an IRA. Want a refresher or to see what you missed? Watch the replay. REGISTER FOR ROYAL INVESTING and attend for FREE on Zoom, Wednesdays at 11:30 p.m. CST.Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains our top 5 video Masterclasses and ebooks.*********************************************************************************ENGAGE WITH USAre you ready to take action on Asset Protection, Tax Strategy, or Estate Planning? Take our Financial Freedom Quiz, where we will gather your general information to have a productive conversation. At the end of the quiz, you will have the opportunity to schedule your consultation. https://hubs.la/Q014rfVz0For tax questions complete this quiz: https://go.royallegalsolutions.com/tax-discover-quizFor insurance questions complete this quiz: https://go.royallegalsolutions.com/insurance*********************************************************************************DISCORD COMMUNITYhttps://discord.gg/KKS7rZG5kM*********************************************************************************WEBSITE: http://royallegalsolutions.comLINKEDIN: Check out what folks are saying and make a professional connection with Scott Royal Smith https://www.linkedin.com/in/scott-royal-smith/ FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

Real Estate Nerds
Season 2 Episode 53: Attendee Feedback Session with Scott Royal Smith

Real Estate Nerds

Play Episode Listen Later Dec 2, 2022 47:42


ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth.*********************************************************************************MEET THE HOSTSScott Royal Smith, Esq., CEO, Real Estate Investor. As the founder of Royal Legal Solutions, I am an asset protection attorney and long-time real estate investor in every asset class in 10+ states. My background in litigation and investing uniquely has provided me with insights into how to best use the law for maximum legal advantage while streamlining operations, taxes, and compliance.*********************************************************************************KEY TAKEAWAYS...Want a refresher or to see what you missed? Watch the replay. REGISTER FOR ROYAL INVESTING and attend LIVE on Zoom, Wednesdays at 11:30 p.m. CST.Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains our top 5 video Masterclasses and ebooks.*********************************************************************************ENGAGE WITH USAre you ready to take action on Asset Protection, Tax Strategy, or Estate Planning? Take our Financial Freedom Quiz, where we will gather your general information to have a productive conversation. At the end of the quiz, you will have the opportunity to schedule your consultation. https://hubs.la/Q014rfVz0For tax questions complete this quiz: https://go.royallegalsolutions.com/tax-discover-quizFor insurance questions complete this quiz: https://go.royallegalsolutions.com/insurance*********************************************************************************DISCORD COMMUNITYhttps://discord.gg/KKS7rZG5kM*********************************************************************************WEBSITE: http://royallegalsolutions.comLINKEDIN: Check out what folks are saying and make a professional connection with Scott Royal Smith https://www.linkedin.com/in/scott-royal-smith/ FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

Big Fat Real Estate Checks
Ep163: Protect Your Property So Tenants Feel Safer & Insurance Costs Are Lower - Marco Kozlowski

Big Fat Real Estate Checks

Play Episode Listen Later Dec 1, 2022 15:59


From camera placement down to security paints, we'll help you make your property a safe space through this episode as Marco and his co-host share how reliable security measures can greatly improve your business and why it's beneficial in the long run. So, listen in to reap the rewards of making your tenants feel safe!     WHAT YOU'LL LEARN FROM THIS EPISODE Benefits of installing security measures on your property Why it pays to have a well-lit property The importance of fluorescent paints on high-risk areas of a property Should you buy expensive or cheap security cameras? CONNECT WITH US  Email: marco@marcokozlowski.com Website: https://marcokozlowski.com Facebook: https://www.facebook.com/realmarcokozlowski/ Instagram: https://www.instagram.com/marco.kozlow

Anderson Business Advisors Podcast
5 Mistakes That Are Destroying Your Asset Protection Plan

Anderson Business Advisors Podcast

Play Episode Listen Later Nov 22, 2022 35:44


In this episode of Anderson Business Advisors, host Toby Mathis speaks with Senior Attorney Joshua Robertson from Anderson Advisors. Josh details the five most egregious mistakes people make when attempting to protect their assets.  From having no real structure to their planning, to failing to comply with their state's regulations and paperwork, to not paying taxes correctly, people can really screw up their asset protection.  Get yourself educated, find a professional to help you navigate your business or personal asset protection process, and you'll avoid these common pitfalls. Highlights/Topics: Five ways that people mess up their asset protection: Objectives - People have no objectives to structure their plan, and don't do it at the right time Anonymity - security through obscurity– keep your assets private Compliance - adhere to your state's regulations and paperwork Education - know how to correctly protect yourself Taxes - know what and when to pay Objectives and timing example: The Montana family land lawsuits example - you have to protect your assets BEFORE there is an issue Anonymity story: Patrice Cullors/BLM example - she should have used a land trust with an LLC Compliance example: Leland Sycamore and Grandma Sycamore's Bread and Bimbo Bakeries - Non-compete for baking bread An education story: OJ Simpson was able to live comfortably despite legal entanglements because people knew how to protect his assets Tax example – ticket scalper in Michigan - son incorporates business as C-Corp, while dad mistakenly continues to file as a sole proprietor Resources: Josh Robertson, Esq on LinkedIn https://www.linkedin.com/in/joshuatrobertson/ Email Josh Robertson http://jrobertson@andersonadvisors.com/ Call Anderson Advisors 800-706-4741 Anderson Advisors https://andersonadvisors.com/ Anderson Advisors on YouTube https://www.youtube.com/channel/UCaL-wApuVYi2Va5dWzyTYVw

The Al Nicoletti Show
Real Estate Asset Protection Strategies with Bob Bluhm

The Al Nicoletti Show

Play Episode Listen Later Nov 22, 2022 60:06


Asset protection attorney, Bob Bluhm is joining the Al Nicoletti Show to educate viewers on reducing risks in their business. Bob specializes in protecting real estate investors and other business owners from lawsuits, lowering their taxes, and reducing their risk of an IRS audit. Bob and his team have helped thousands of people grow their wealth more quickly and securely. Bob will discuss strategies, case studies, trusts, and more!

Estate Planning Daily
#480 | What is an irrevocable asset protection trust?

Estate Planning Daily

Play Episode Listen Later Nov 21, 2022 1:28


What is an irrevocable asset protection trust? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… PS - It would mean the world to me if you hit the subscribe button.

The Real Estate Investing Club
Tax Strategies, Asset Protection & Growing a Portfolio of Workforce Housing with Toby Mathis (The Real Estate Investing Club #285)

The Real Estate Investing Club

Play Episode Listen Later Nov 15, 2022 34:17


Want to become financially free through real estate? Check out our eBook to learn how to jump start a cash flowing real estate portfolio here https://www.therealestateinvestingclub.com/real-estate-wealth-bookIn this episode of The Real Estate Investing Club I interview Toby Mathis, Mr. Mathis is a founding partner of Anderson Law Group and current manager of Anderson's Las Vegas office. Toby has extensive experience as a tax and legal advisor for real estate, and has grown a portfolio of workforce single family housing across the US.. Toby Mathis is a real estate investor who has a great story to share and words of wisdom to impart for both beginning and veteran investors alike, so grab your pen and paper, buckle up and enjoy the ride. Want to get in contact with Toby Mathis? Reach out at https://www.youtube.com/c/tobymathisesq https://andersonadvisors.com/.Enjoy the show? Subscribe to the channel for all our upcoming real estate investor interviews and episodes.************************************************************************GET INVOLVED, CONNECTED & GROW YOUR REAL ESTATE BUSINESSLEARN -- Want to learn the ins and outs of real estate investing? Check out our book at https://www.therealestateinvestingclub.com/real-estate-wealth-bookCONNECT -- Want to join one of the most active Facebook Groups for Real Estate Investors? Click here to join: https://www.facebook.com/groups/2940993215976264PARTNER -- Want to partner on a deal or connect in person? Email the host Gabe Petersen at gabe@therealestateinvestingclub.com or reach out on LinkedIn at https://www.linkedin.com/in/gabe-petersen/GROW -- Want for us to bring you leads and run your real estate digital marketing? Reach out to our partner agency at https://www.therealestateinvestingclub.com/off-market-lead-generation-servicesWATCH -- Want to watch our YouTube channel? Click here: https://bit.ly/theREIshowMASTERY -- Want to learn how to master your life by mastering your health, wealth, relationships and spirit? Check out our sister podcast, Pursuing Greatness, at https://www.pursuinggreatnesspodcast.com************************************************************************ABOUT THE REAL ESTATE INVESTING CLUB SHOWThe Real Estate Investing Club is a podcast and YouTube show where real estate investing professionals share their best advice, greatest stories, and favorite tips as a real estate investor. Join us as we delve into every aspect of real estate investing - from self-storage, to mobile home parks, to single family flips and rentals, to multifamily syndication!#realestateinvesting #passiveincome #realestateSupport the show

Financial Residency
Grand Rounds: Why asset protection is vitally important to financial independence with Ike Devji

Financial Residency

Play Episode Listen Later Nov 14, 2022 36:56


Today I have on Ike Devji. He's an attorney who's been working with affluent individuals across the US to protect personal assets. He's worked with thousands of physicians to provide risk management and wealth preservation planning. He's also been a contributing author to three books and published over 300 articles on the topic throughout the last decade. Link: www.proassetprotection.com Just as the right advice helps you thrive financially. The right support team allows you to excel professionally. Weatherby Healthcare's locums experts will match you with the best jobs, prepare you for success and provide 24/7 support.  https://weatherbyhealthcare.com/

Ask Me How I Know: Multifamily Investor Stories of Struggle to Success
Ep331 Protect Your Assets and Family's Future Through Estate Planning with Melvin Young and Wallace Glausi

Ask Me How I Know: Multifamily Investor Stories of Struggle to Success

Play Episode Listen Later Nov 10, 2022 39:30


Melvin Young and Wallace Glausi join us to discuss setting up legal paperwork to safeguard what matters most to you. This episode will give you professional guidance about living wills, trusts, life insurance, and probate. We'll give you more from this conversation to help you make appropriate decisions for your assets and properties, so stay tuned!KEY TAKEAWAYSSigns that it's time to review your estate plan documentsTrust vs. Will: Their differences and common misconceptionsThe probate process and how someone can avoid it Necessary preparations to streamline the process of will and trustPossible ways to avoid estate taxesRESOURCE/LINK MENTIONEDGet Your Taxes Minimized Legally, Morally, And Ethically with Melvin Young | Apple Podcast https://podcasts.apple.com/us/podcast/get-your-taxes-minimized-legally-morally-and/id1501539079?i=1000579561640ABOUT MELVIN YOUNG AND WALLACE GLAUSI Melvin is the CEO and a managing general partner of Modewealth. His company's mission is to help small business owners reduce their taxes and other financing needs through its Tax Office Suite Program and bookkeeping, payroll, tax preparation, and compliance automation.Wallace A. Glausi is an American lawyer specializing in the field of Business Law, Corporate Law, Estate Planning, Partnerships, Taxation, and International Tax Transactions. He is a member of Anderson & Glausi and helps make sure your business compliance and formalities are done right, no matter your entity type.CONNECT WITH MELVIN AND WALLACE Website: Modewealth To schedule a meeting with Melvin, go to https://go.oncehub.com/MelvinYoungPhone: (971) 273-7373To find out more about partnering or investing in a multifamily deal, schedule a call here: https://calendly.com/threekeysinvestments/get-acquainted-callVisit ThreeKeysInvestments.com to download a free e-book “Why Invest in Apartments”!Looking to reduce your taxes so you can build wealth? Mode Wealth is a boutique financial firm helping real estate professionals, investors and entrepreneurs ethically and morally optimize their tax strategy to reduce their tax liability. Learn more and schedule a FREE consultation today! https://modewealth.com/Looking for an affordable healthcare solution? Check out Christian Healthcare Ministries by visiting https://bit.ly/3JTRm1IPlease RSS: Review, Subscribe, Share!Support the show (and my reading addiction)!https://www.buymeacoffee.com/AskMeHowIKnow

Passive Real Estate Investing
Ask Marco - 1% Rule and Availability, Asset Protection, Where and How Should I Start Investing, and more | PREI 406

Passive Real Estate Investing

Play Episode Listen Later Nov 10, 2022 29:00


Click Here for the Show Notes Learn more about our Power Room Mastermind. Download your FREE copy of The Ultimate Guide to Passive Real Estate Investing. IF YOU LIKE THIS PODCAST we would love it if you would go to iTunes and Subscribe, Rate & Review our podcast.

Legal 123s with ByrdAdatto
Other People's Problems: Dr. Death Copycat?

Legal 123s with ByrdAdatto

Play Episode Listen Later Nov 9, 2022 30:09


Tune in as hosts Michael Byrd and Brad Adatto share the story of a spine surgeon who was accused of being the next “Dr. Death”. We discuss the first lines of defense for asset protection planning, and how to mitigate the inevitable risk that comes with owning a business. Visit our website www.byrdadatto.com to learn more and to subscribe to the ByrdAdatto newsletter. Follow us on social media to stay up-to-date on the ByrdAdatto family. Finally, subscribe to our YouTube channel for short videos on breaking developments and interesting business and health care compliance topics.Facebook: https://www.facebook.com/ByrdAdatto/Twitter: https://twitter.com/ByrdAdattoInstagram: https://www.instagram.com/byrdadattolaw/LinkedIn: https://www.linkedin.com/company/byrdadattoYouTube: https://www.youtube.com/channel/UC6VSOw0W5lrrj4iIl1HxTbg

Elevating Brick & Mortar
Behind-the-Scenes Strategy with Kara Cutino, Vice President of Store Development, Store Corporate Facilities, Strategic Procurement and Asset Protection at ascena

Elevating Brick & Mortar

Play Episode Listen Later Nov 9, 2022 40:38


From the outside, facilities can often seem shrouded in mystery. Our guest today knows how important it is to illuminate, collaborate, and celebrate the work that's being done in the brick-and-mortar space. This episode features an interview with Kara Cutino, Vice President, Store Development, Facilities Services, Asset Protection & Store Purchasing at ascena. Ascena is a leading national specialty retailer offering apparel, shoes, and accessories for women through brands like brands Ann Taylor, LOFT, Lou & Grey, and Lane Bryant. In this episode, Kara discusses the behind-the-scenes strategies in facilities, the importance of trusting your team to fail, and how to provide a beautiful client experience. Guest Bio:Kara Cutino, a Store Development, Asset Protection & Facilities Services professional currently at ascena, has over two and half decades of experience in leading operational teams. Ascena, which is a national specialty retailer offering apparel, shoes and accessories for women through these collective brands—Ann Taylor, LOFT, Lou & Grey, Lane Bryant and Cacique – serves women across generations, identities, affiliations and body types.In 2017, Kara was given the opportunity to create a Store Development Collective that managed over 4000 retail stores supporting 8 Brands with a small team of professionals located across the US.She specializes in building highly motivated teams that focus obsessively on the client by providing unparalleled customer service. Her management style is driven by the relationships she builds with her teams and the needs of their clients; whether that be cross-functional business partners or the clients that shop ascena's brands. Deep down inside, she is a data nerd that leans on analytics to guide fiscally responsible business decisions in support of creative solutions to problem-solving.—Guest Quote“When I first started out, I thought I had to do it all, be it all, solve it all myself. But really, I think the best leaders are the ones that'll allow their teams to lead. The hardest lesson and the best lesson I learned was that, you know, to be a good leader, you actually have to trust the teams that work for you and let them fail.” Kara Cutino Time Stamps**(02:08) - Kara's journey to her role **(06:05) - How has facilities evolved?**(11:15) - Kara's approach **(19:00) - How you do it**(22:14) - Tools Kara can't live without **(28:16) - Words of wisdom**(35:35) - Advice for others in the field—Sponsor:ServiceChannel brings you peace of mind through peak facilities performance.Rest easy knowing your locations are:Offering the best possible guest experienceLiving up to brand standardsOperating with minimal downtimeServiceChannel partners with more than 500 leading brands globally to provide visibility across operations, the flexibility to grow and adapt to consumer expectations, and accelerated performance from their asset fleet and service providers. Get to know us at Servicechannel.com—Links Connect with Kara Cutino on LinkedInConnect with Sid Shetty on LinkedinCheck out the ServiceChannel Website

Baby Boomers Radio
How Seniors Can Combat Inflation & Protect Their Estate

Baby Boomers Radio

Play Episode Listen Later Nov 8, 2022 33:02


John K. Ross is the founder of one of the largest boutique estate planning and asset protection law firms in Texas, Ross & Shoalmire, P.L.L.C. Founded with the singular goal to be the best resource in the community for Estate Planning, Elder Law, and Asset Protection, John's team now covers over 40 counties in Texas and Arkansas. To learn more about John and Ross & Shoalmire, please visit www.rossandshoalmire.com/.You can also hear John on the Big Picture Retirement Podcast - bigpictureretirement.com.Baby Boomers Radio is a listener supported production.  To learn more about supporting the program, please visit babyboomersradio.com/support/. 

Real Estate Nerds
Season 2 Episode 51: Shaping Our Mentoring Community with Scott Royal Smith

Real Estate Nerds

Play Episode Listen Later Nov 7, 2022 33:47


ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth.*********************************************************************************MEET THE HOSTSScott Royal Smith, Esq., CEO, Real Estate Investor. As the founder of Royal Legal Solutions, I am an asset protection attorney and long-time real estate investor in every asset class in 10+ states. My background in litigation and investing uniquely has provided me with insights into how to best use the law for maximum legal advantage while streamlining operations, taxes, and compliance.*********************************************************************************KEY TAKEAWAYSScott shares his vision for three areas of focus for group mentoring:Intentional Connection-forming real relationshipsElite Execution-modeling high achieversEducation-deal analysis and due diligenceHe then opened up the floor to valuable feedback from attendees. Discover why Royal Investing is an opportunity that you will want to join in on.Want a refresher or to see what you missed? Watch the replay. REGISTER FOR ROYAL INVESTING and attend LIVE on Zoom, Wednesdays at 11:30 p.m. CST.Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains our top 5 video Masterclasses and ebooks.*********************************************************************************ENGAGE WITH USAre you ready to take action on Asset Protection, Tax Strategy, or Estate Planning? Take our Financial Freedom Quiz, where we will gather your general information to have a productive conversation. At the end of the quiz, you will have the opportunity to schedule your consultation. https://hubs.la/Q014rfVz0For tax questions complete this quiz: https://go.royallegalsolutions.com/tax-discover-quizFor insurance questions complete this quiz: https://go.royallegalsolutions.com/insurance*********************************************************************************DISCORD COMMUNITYhttps://discord.gg/KKS7rZG5kM*********************************************************************************WEBSITE: http://royallegalsolutions.comLINKEDIN: Check out what folks are saying and make a professional connection with Scott Royal Smith https://www.linkedin.com/in/scott-royal-smith/ FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

Real Estate Nerds
Season 2 Episode 50: Natural Disaster Coverage Nuances with Aaron Porter

Real Estate Nerds

Play Episode Listen Later Nov 7, 2022 33:24


ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth.*********************************************************************************MEET THE HOSTSScott Royal Smith, Esq., CEO, Real Estate Investor. As the founder of Royal Legal Solutions, I am an asset protection attorney and long-time real estate investor in every asset class in 10+ states. My background in litigation and investing uniquely has provided me with insights into how to best use the law for maximum legal advantage while streamlining operations, taxes, and compliance.*********************************************************************************KEY TAKEAWAYSIn light of hurricane Ian, Aaron Porter used this opportunity to discuss the state of the insurance industry along with nuances in natural disaster coverage. For example, did you know? Not all water damage is considered 'equal'. Natural floodPlumbing or septic floodingWind-driven rainLearn how insurance carriers interpret different types of damages so you can determine if you have coverage gaps that you need to account for.Want a refresher or to see what you missed? Watch the replay. REGISTER FOR ROYAL INVESTING and attend LIVE on Zoom, Wednesdays at 11:30 p.m. CST.Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains our top 5 video Masterclasses and ebooks.*********************************************************************************ENGAGE WITH USAre you ready to take action on Asset Protection, Tax Strategy, or Estate Planning? Take our Financial Freedom Quiz, where we will gather your general information to have a productive conversation. At the end of the quiz, you will have the opportunity to schedule your consultation. https://hubs.la/Q014rfVz0For tax questions complete this quiz: https://go.royallegalsolutions.com/tax-discover-quizFor insurance questions complete this quiz: https://go.royallegalsolutions.com/insurance*********************************************************************************DISCORD COMMUNITYhttps://discord.gg/KKS7rZG5kM*********************************************************************************WEBSITE: http://royallegalsolutions.comLINKEDIN: Check out what folks are saying and make a professional connection with Scott Royal Smith https://www.linkedin.com/in/scott-royal-smith/ FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

Real Estate Nerds
Season 2 Episode 52: Channels to Off-Market Properties PPC, Facebook, SEO with Brandon Bateman

Real Estate Nerds

Play Episode Listen Later Nov 7, 2022 24:11


ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth.*********************************************************************************MEET THE HOSTSScott Royal Smith, Esq., CEO, Real Estate Investor. As the founder of Royal Legal Solutions, I am an asset protection attorney and long-time real estate investor in every asset class in 10+ states. My background in litigation and investing uniquely has provided me with insights into how to best use the law for maximum legal advantage while streamlining operations, taxes, and compliance.*********************************************************************************KEY TAKEAWAYSBrandon Bateman of Bateman Collective presented an overview of how to acquire off-market properties by using a channel marketing strategy. Properties purchased off-market typically sell for a lower price than those listed on the MLS.Three channels that real estate investors can use to find off-market properties include:Pay Per Click Google Ads (PPC)Facebook AdsSearch Engine Optimization (SEO)Brandon describes how real estate investors use these channels. He also gives a detailed comparison of the pros and cons of each.Want a refresher or to see what you missed? Watch the replay. REGISTER FOR ROYAL INVESTING and attend LIVE on Zoom, Wednesdays at 11:30 p.m. CST.Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains our top 5 video Masterclasses and ebooks.*********************************************************************************ENGAGE WITH USAre you ready to take action on Asset Protection, Tax Strategy, or Estate Planning? Take our Financial Freedom Quiz, where we will gather your general information to have a productive conversation. At the end of the quiz, you will have the opportunity to schedule your consultation. https://hubs.la/Q014rfVz0For tax questions complete this quiz: https://go.royallegalsolutions.com/tax-discover-quizFor insurance questions complete this quiz: https://go.royallegalsolutions.com/insurance*********************************************************************************DISCORD COMMUNITYhttps://discord.gg/KKS7rZG5kM*********************************************************************************WEBSITE: http://royallegalsolutions.comLINKEDIN: Check out what folks are saying and make a professional connection with Scott Royal Smith https://www.linkedin.com/in/scott-royal-smith/ FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

BiggerPockets Real Estate Podcast
BiggerPockets Bonus: Q&As, Deal Reviews, and Cameos from Your Favorite Hosts

BiggerPockets Real Estate Podcast

Play Episode Listen Later Nov 3, 2022 65:52 Very Popular


Real estate investing wouldn't be the same without BiggerPockets. If you were lucky enough to attend BPCon 2022 in sunny San Diego, you'll know what we mean. With a sea of investors ready to network, advise, and invest with one another, this event shows how powerful the community of real estate investors is. But even if you weren't able to make it this year, you can still get a sneak peek at what a BPCon panel looks like!On this bonus episode, sponsored by Rent to Retirement, we take hosts from all our different podcasts to give their advice, expertise, and tips to new and aspiring real estate investors. You'll hear Ashley Kehr and Tony Robinson from the Real Estate Rookie Podcast answer tactical questions on partnerships, LLCs, and refinancing. Then, BiggerPockets Money Podcast host Mindy Jensen joins The Real Estate InvestHer Show duo, Liz Faircloth and Andresa Guidelli, to play the “spend or save” game.We also bring on the whole cast of our newest show, On the Market, to analyze two deals live in front of the entire audience to see whether or not two flips are flops. Finally, for all you original BiggerPockets Real Estate Podcast listeners, we have David Greene and Rob Abasolo welcoming a special guest back to the show—one that many of you surely missed.In This Episode We Cover:How to apply for a mentorship with hosts from your favorite BiggerPockets PodcastWhen to keep properties in your personal name vs. in an LLCSpending vs. saving, and when to pay top price for contractors, cars, self-care, and more!Live deal reviews of two “profitable” flips in a hot market and why you can't always trust the numbersA special cameo from a long-time friend of the showDavid's secret jiu-jitsu move to instantly de-escalate an attack from Rob Abasolo And So Much More!Links from the ShowFind an Investor-Friendly Real Estate AgentBiggerPockets Youtube ChannelBiggerPockets ForumsBiggerPockets Pro MembershipBiggerPockets BookstoreBiggerPockets BootcampsBiggerPockets PodcastBiggerPockets MerchListen to All Your Favorite BiggerPockets Podcasts in One PlaceLearn About Real Estate, The Housing Market, and Money Management with The BiggerPockets PodcastsGet More Deals Done with The BiggerPockets Investing ToolsFind a BiggerPockets Real Estate Meetup in Your AreaHear Last Year's Live Panel from BPCon 2021Rookie Podcast 106: Asset Protection on RookieMentorships on InvestHerBiggerPockets Podcast 443 with Jim KwikDavid's BiggerPockets ProfileRob's BiggerPockets ProfileBrandon's BiggerPockets ProfileDave's BiggerPockets ProfileAshley's BiggerPockets ProfileTony's BiggerPockets ProfileMindy's BiggerPockets ProfileAndresa's BiggerPockets ProfileLiz' BiggerPockets ProfileHenry's BiggerPockets ProfileJames' BiggerPockets ProfileJamil's BiggerPockets ProfileKathy's BiggerPockets ProfileClick here to check the full show notes: https://www.biggerpockets.com/blog/real-estate-BONUSInterested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Check out our sponsor page!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Rich State of Mind
Episode 120: The Benefits of Getting Asset Protection Services ft. Garrett Sutton

Rich State of Mind

Play Episode Listen Later Nov 1, 2022 32:09


Meet Garrett Sutton, a Rich Dad Advisor, corporate attorney, asset protection expert and best selling-author with 900,000+ books sold. With his insights and experiences, I know Garrett would have a lot to offer to the listeners of your podcast. Garrett has over 35 years of experience working with entrepreneurs and investors. As the founder of both Corporate Direct and Sutton Law Center, Garrett enjoys helping entrepreneurs and real estate investors understand the advantages of forming business entities and how to protect their assets while maximizing their financial goals. Additionally, he enjoys his role as a frequent lecturer for small business groups as well as the Rich Dad Advisors series.Connect w/ Garrett:Email: hanna@podcastingyou.comWebsite: https://corporatedirect.comInstagram: @corporatedirectFacebook: https://www.facebook.com/corporatedirectnvTwitter: @GarrettSuttonLinkedin: https://www.linkedin.com/in/garrettsutton/Rich State of Mind Links:Website: www.richstateofmind.comJoin our email list to know our services and our prize giveaways:  https://sendfox.com/richstateofmind1Youtube: https://www.youtube.com/channel/Instagram : @richstateofmindpage and @rich_invests_Podcast links: https://linktr.ee/anthanerichiePlease like and subscribe to our channel.See our cool wealth building and real estate T-shirt designs in the links below :Rich State of Mind Store : https://bit.ly/RichStateSupport the show

Mary Kaye's Positivity Podcast
Sarry Ibrahim - CEO of Financial Asset Protection, Joins Mary Kaye

Mary Kaye's Positivity Podcast

Play Episode Listen Later Oct 31, 2022 35:06


Get helpful financial advice with Sarry Ibrahim, host of Thinking Like a Bank podcast, CEO of Financial Asset Protection, financial planner and real estate investor. Sarry helps explain how you can employ the bank of yourself concept and thrive financially. Learn how to experience growth regardless of economic or market conditions. To discover more contact Sarry through his website www.thinklikeabank.com.  

The Health Ranger Report
Dan from iAllegedly talks with Mike Adams about bank freezes, asset protection and financial survival

The Health Ranger Report

Play Episode Listen Later Oct 4, 2022 62:08 Very Popular


For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com