Podcasts about Asset protection

In this episode of Remodelers On The Rise, Kyle Hunt sits down with attorney Jennifer Winegardner to discuss a critical topic many remodelers overlook—estate planning and business succession. From wills to trusts, powers of attorney to living wills, Jennifer explains the five essential documents every business owner should have in place. Hear real-life stories, practical insights, and why preparing for the unexpected (yes, even a rogue flock of turkeys) is one of the best gifts you can give your family and your team. Whether you're just starting your business or you've been running it for decades, this episode will help you avoid unnecessary legal headaches—and leave a legacy that's organized, not chaotic. ----- Today's episode is sponsored by Builder Funnel! Click here to learn more about how Builder Funnel helps remodelers and home builders grow through strategic digital marketing. ----- Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit Remodelersontherise.com today and take your remodeling business to new heights! ----- Takeaways Estate planning is essential for everyone, not just the wealthy. Trusts can help avoid the probate process. A will alone may not be sufficient for effective estate planning. Funding your trust is crucial for it to be effective. Regularly updating your estate plan is necessary as life changes occur. Business succession planning is vital for business owners. An inventory of assets is a helpful first step in planning. Having a good relationship with a lawyer is important for effective planning. Keep your family out of conflict and court by planning ahead. Estate planning can save your family from costly probate fees. ----- Chapters 00:00 Introduction to Estate Planning and Business Succession 05:48 Understanding the Importance of Estate Planning 08:45 Key Components of an Estate Plan 09:39 The Role of Trusts in Estate Planning

Learn how to take control of your retirement - https://directedira.com/In this episode, Mat and Mark dive into one of the most overlooked yet critical aspects of retirement and estate planning—who should be the beneficiary of your IRA? Should it be your spouse? Your kids? Or your trust? They break down the tax implications, legal requirements, and best practices to ensure your wealth is passed on efficiently and securely. With real-life stories and clear action steps, this episode is a must-listen for anyone with a retirement account. 00:00 – Welcome & Why This Topic Matters00:25 – The Common Mistake Most People Make01:02 – Why Trusts Often Get Left Out01:58 – The Life Insurance Horror Story03:19 – Why Beneficiary Designations Rule All04:04 – Tips for Married Couples: Spouse First, Trust Second05:08 – Why a Trust Helps with Minor or At-Risk Children06:08 – Asset Protection & Special Needs Planning06:50 – What Is a See-Through Trust?08:06 – The IRS Rules & Structural Requirements09:40 – Action Items: Audit, Update, Organize11:00 – Wrapping Up: The Power of Being OrganizedTo get a comprehensive tax and legal plan get to my law firm KKOS Lawyers, https://kkoslawyers.com. Learn how to take control of your retirement - https://directedira.com/Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/Connect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com

What if your retirement plan included a villa in Laos, a full-time staff, and a mission to give back all while dodging the economic chaos in the U.S.? In today's episode, Jack Russo calls up Robert Acker to unpack how he's turning his golden years into a blend of smart investing, international living, and grassroots philanthropy. They dig into the realities of managing assets across borders, navigating foreign tax laws, and protecting wealth from political shifts back home. This episode covers everything a future expat needs to think about, from U.S. dollar depreciation to the rise of China, from pool maintenance in Thailand to setting up charitable foundations in Laos. Robert doesn't hold back as he weighs the pros and cons of cashing out his American investments and moving them overseas. If you've ever wondered what it really takes to live well and do good abroad, this is the conversation you need to hear.   Jack Russo Managing Partner Jrusso@computerlaw.com www.computerlaw.com https://www.linkedin.com/in/jackrusso "Every Entrepreneur Imagines a Better World"®️  

In this conversation, Attorney Blake Harris discusses the importance of asset protection for entrepreneurs and individuals with wealth. He shares his personal journey into the field of law, emphasizing the significance of protecting one's assets from lawsuits and other threats. The discussion covers various topics, including the differences between offshore and domestic trusts, common types of lawsuits, the role of prenuptial agreements, and strategies to avoid being an attractive target for lawsuits. Harris also reflects on his passion for helping clients achieve peace of mind and the true meaning of freedom in relation to financial security.   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   —--------------------

In the final episode of a special series, Bill Arman, head harvester at Harvest Group Landscape Business Consulting sits down with Rancho Mesa's Drew Garcia and discusses the key ways landscape companies can protect their assets while at work on customer grounds.Show Notes: The Harvest Group, ⁠Subscribe to Rancho Mesa's Newsletter⁠Director/Host: ⁠⁠⁠⁠⁠⁠Drew Garcia⁠⁠⁠Guest: ⁠⁠Bill Arman⁠Producer/Editor: ⁠Megan Lockhart⁠Music: "Home" by JHS Pedals, “Breaking News Intro” by nem0production© Copyright 2025. Rancho Mesa Insurance Services, Inc. All rights reserved.

Gabriel Custodiet speaks with Gregory Treat, lawyer and consultant on families trying to forge a dynasty.   GUEST → https://avaloncircle.com/   WATCHMAN PRIVACY → https://escapethetechnocracy.com/  (Including Watchman's Torch Newsletter) → https://twitter.com/watchmanprivacy  → https://watchmanprivacy.com  (Including privacy consulting) CRYPTO DONATIONS → 8829DiYwJ344peEM7SzUspMtgUWKAjGJRHmu4Q6R8kEWMpafiXPPNBkeRBhNPK6sw27urqqMYTWWXZrsX6BLRrj7HiooPAy (Monero) → https://btcpay0.voltageapp.io/apps/3JDQDSj2rp56KDffH5sSZL19J1Lh/pos  (BTC) TIMELINE 00:00 – Introduction 1:15 – Work Gregory Treat does 4:50 – Gregory Treat's Batman origin story 9:55 – Going back in time to advise family 13:30 – Individual interests vs family structures 19:25 – Trusting the platoon 20:35 – How to structure incentives 27:10 – Is dynasty for average people? 30:35 – Example of generic dynasty legal plan 36:45 – Should everyone think about trusts? 40:40 – Common trust flaws 42:50 – How state-dependent are trusts? 44:10 – Trusts as a privacy tool 47:50 – Church's do not have free speech 53:00 – Final thoughts Music by Karl Casey @ White Bat Audio

TalkLP host Amber Bradley welcomes 40-year veteran John Talamo, Sr. Vice President of Asset Protection of Victoria's Secret to the TalkLP seat to discuss tech and high-functioning LP professionals.  They dive into many trends driving loss prevention now. They chat about tech and how the department is powered by analytics, putting the right people in the right place. But is there an overreliance on technology?  How is it eroding the powers of observation and physical inspection? Check out this podcast to hear his answers and how he's remained at the top of the game for so long! And…..Leaders ARE Readers! Check it out! Connect with John here. Check out TalkLPnews at NRF PROTECT booth 1716 - we'll be doing LIVE podcasts! Come by to say hello and see what's new on the UNSCRIPTED side of LP!

Will England, Vice President of Asset Protection, Risk Management and Compliance at Weis Markets steps into the LIVE Hot Seat at the NRF Big Show with TalkLP host Amber Bradley as they discuss all things Self-Checkout. They chat about the grim statistics involving shoplifting and how he thinks reality is even worse.  How to turn it around?  Tech and training – but no the normal kind….also, what's up with body cams?  Check out this episode to find out! Connect with Will here. Check out TalkLPnews at NRF PROTECT booth 1716 - we'll be doing LIVE podcasts! Come by to say hello and see what's new on the UNSCRIPTED side of LP!

Do you really need an LLC for rentals? What about a trust? What kind of insurance should you get? With so many questions (and confusion) surrounding asset protection for real estate investors, we've brought on an expert to set the record straight so you can protect your assets—without going overboard or breaking the bank! Welcome back to the Real Estate Rookie podcast! Today, we're chatting with real estate attorney and fellow investor Bonnie Galam about the nuances of asset protection. The truth is that there are two sides to this coin, but most investors only focus on the defensive or “reactive” side. Bonnie will show you the keys to 360-degree protection—like setting up strong legal structures before problems arise and the essential documentation you should have from day one. You'll also learn about the potential pitfalls of equity partnerships, how personal events can put your properties at risk, and why car insurance and prenups matter more for your portfolio than you might think. Asset protection doesn't have to be complicated, but it does need to be strategic, and this episode will help you prioritize what's important now, what can wait, and how to create a legal framework that evolves as your real estate portfolio grows! In This Episode We Cover Two sides of asset protection to focus on when starting a real estate business Three actionable steps new investors can take to protect their assets today Why you need to create an estate plan (even if you don't have rentals yet!) How much you should expect to pay for different types of legal protection Debt versus equity partnerships (and why one is better for asset protection) Revocable and irrevocable trusts explained (and which one you need) And So Much More! Check out more resources from this show on ⁠⁠⁠⁠⁠⁠⁠⁠BiggerPockets.com⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠https://www.biggerpockets.com/blog/rookie-561 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email ⁠⁠⁠⁠⁠⁠⁠⁠advertise@biggerpockets.com⁠⁠⁠⁠⁠⁠⁠⁠.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Absolute Trust Talk, host Kirsten Howe and associate attorney Jessica Colbert continue their discussion on estate planning during divorce proceedings with practical solutions. Following their previous episode on the potential problems that can arise if someone becomes incapacitated or dies during divorce, they now focus on preventative measures. The attorneys explain how to ensure your soon-to-be ex-spouse doesn't maintain control over your healthcare decisions or inherit your assets contrary to your wishes. They discuss the creation of new healthcare directives, powers of attorney, wills, and trusts—all while navigating the automatic temporary restraining orders (ATROs) that restrict asset transfers during divorce. This episode, part two of their divorce series, provides clear guidance on proper timing of estate planning updates during divorce to protect yourself legally before the process is finalized.   Time-stamped Show Notes: 0:00 Introduction 2:03 How to avoid having your spouse be responsible for you if incapacitated 2:26 Next, Kirsten and Jessica discuss options for those who have never created estate planning documents 2:48 What should you do if you already have documents naming your spouse? 3:16 Now, let's talk about how to prevent your spouse from inheriting if you die before the divorce is final 5:23 What are the next steps for clients who already have a joint trust with their spouse? 6:07 Let's clarify the importance of following trust-specific revocation methods and requirements during divorce 7:44 Finally, listen as Kirsten and Jessica talk about why accepting potential probate may be necessary and worth it

In this episode of Absolute Trust Talk, host Kirsten Howe and associate attorney Jessica Colbert discuss critical estate planning considerations during divorce proceedings. They explore what happens if someone becomes incapacitated or dies while their divorce is still pending, revealing potentially unwelcome consequences if proper planning isn't in place. The discussion highlights how existing estate plans typically name a spouse as the primary decision-maker and beneficiary—a designation most divorcing individuals would want to change immediately. Without written estate plans, the situation becomes even more complicated, potentially requiring expensive and contentious conservatorship proceedings for incapacity or following intestacy laws upon death that would likely favor the soon-to-be ex-spouse. This episode, part one of a two-part series, emphasizes that you remain legally married until a judge finalizes your divorce, meaning all existing estate planning designations remain in effect unless proactively changed.   Time-stamped Show Notes: 0:00 Introduction 2:10 What happens if you become incapacitated during divorce with a written estate plan 2:52 The consequences of becoming incapacitated without a written estate plan during divorce 3:28 Brief explanation of the conservatorship process and why it should be avoided 5:03 What happens if you die before your divorce is finalized 5:12 Death without a written estate plan during divorce: intestacy and its complications 6:29 How existing written estate plans remain in effect until the divorce is finalized 6:48 The bottom line: You remain legally married until a judge says otherwise

Most real estate investors think about returns, but few think about risk — until it's too late. In this episode, we dive deep into real estate asset protection with Attorney Bishoy Habib, who has represented over $12B worth of property transactions. From land trusts to LLCs, holding companies to management entities, this conversation is packed with real-world tips to help you keep what you've worked so hard to build. Whether you're just starting or scaling your portfolio, these legal strategies could save you millions — or at least a massive headache.

In this episode of The Valley Current®, host Jack Russo chats with attorney Maxwell McGhee to unpack this provocative question: Who are the “Medicaid Millionaires”? They dive into how wealthy individuals legally shield assets to qualify for government benefits meant for the needy—using savvy trusts, real estate loopholes, and strategic planning. Jack and Maxwell challenge the morality and legality of these tactics, exploring how the system gets gamed and what reforms could level the playing field. It's a sharp, eye-opening conversation about law, ethics, and the surprising ways wealth and welfare can intersect.   Jack Russo Managing Partner Jrusso@computerlaw.com www.computerlaw.com https://www.linkedin.com/in/jackrusso "Every Entrepreneur Imagines a Better World"®️  

Mike Matta, CEO of Solink and Cathy Langley, Senior Leader, Asset Protection with Solink have a candid discussion with TalkLP Host Amber Bradley about HOW and WHY to use artificial intelligence specifically for the loss prevention function!  Not only does Mike and Cathy set the stage for the evolution of technology TO artificial intelligence BUT they actually provide real examples of “old” problems that can be solved with AI while Asset Protection practitioners move on to more complex problems.  This duo also provides context for utilizing AI – when, where, how – while defining REAL questions to ask for ensuring you're partnering with the right innovators without being obsolete by the end of rollout!!  Check out this unbiased and problem-solving discussion with these technology AND retail experts! Check out Solink's offering and get in touch with Cathy Langley here.

The latest BARRACKS TALK podcast episode is waiting, press 'play' now!   In this episode of BARRACKS TALK, join the BARRACKS TALK crew dive into how you can protect your assets and understand essential financial strategies as we explore business structures like LLCs versus sole proprietorships, how nonprofits really work, and the critical difference between assets and liabilities for building wealth. Learn how smart structuring can offer liability protection and tax advantages in this insightful conversation. If you want to ask Chris something specific or you'd like a subject for him to discuss, let us know! - Hard Of Hearing, Deaf, or Have Other Hearing Issues? READ THE TRANSCRIPT! https://dvradio.net/deaf-and-hard-of-hearing/ - Grab Your DV Radio Ten Year Anniversary Shirts! https://bit.ly/DVR-SreamLabs-Merch  - - Websites Mentioned- -- https://www.norseforgedgathering.com/   Liberty Risk Podcast https://beacons.ai/libertyriskpodcast - Hope For 22 A Day www.HopeFor22ADay.org - INERT Mugs [DV Radio Challenge Coin] www.inertmugs.com - Want To Sponsor DV Radio? No pricing model beats DV Radio when it comes to sponsorship. https://bit.ly/SponsorDVRadio DV Radio on Rumble https://rumble.com/c/DVRadio DV Radio on twitch.tv https://www.twitch.tv/dvradio - INERT Mugs Website: https://www.inertmugs.com/products/20oz-burn-it-down-thermite-tumbler Do you want Betsy Ross's FIGHT? Email chris@affinityinc.tech; first come, first serve! Guests/Hosts: Oink, Joaquin Juatai, Bender, SGT WarDawg, Joel (MBR Radio) and Bo [NOTE: Click these links!] ---------- DV Farm Septic System Fundraiser https://donorbox.org/dv-farm-septic-system ---------- Parental Control Apps https://bit.ly/ChildSafeInternet ---------- Backpacks For Life https://backpacksforlife.org/ ---------- Wah-Tie Woodturning https://wahtiewoodturning.com/ ---------- Affinity Innovations, Inc. https://affinitybsc.com/ ---------- Backpacks For Life Fundraiser https://ko-fi.com/dvradio/goal?g=1 ---------- Edited by Munkee Bawlz Media https://www.munkeebawlzmedia.com/ ---------- Are you a Veteran Owned Business? Have unique, handmade items that we can buy and review on a show? Contact us, show us what you have, and we'll (at least Bo) will spend up to $50 per month and speak openly about your product(s)!! ---------- Find Out More About Betsy Ross At Her Website https://bit.ly/Fight-With-Betsy-Ross ---------- SGT WarDawg http://sgtwardawgtv.fans.link/ ---------- *Got an idea for BARRACKS TALK or any other show? Want to be a guest? Then please feel free to contact us by sending an email to info@dvradio.net, oink@dvradio.net, ptsdog@dvradio.net.* ---------- **LINKS TO CHECK OUT** EVERYTHING DYSFUNCTIONAL VETERANS https://whereisdv.carrd.co  ---------- Grab DV Radio's Battlegrounds From Ubora Coffee At: http://bit.ly/DVR-BattlegroundCoffee  ---------- DV RADIO PARTNERS, SPONSORS, and AFFILIATES https://dvr-listen-support.carrd.co

We often hear from sons and daughters who want to buy LTC coveeage for a parent.  This could be to preserve a family home, to avoid Medicaid, or because they watched their parents care for their own parents for several years.  They don't want to go through that again. This works if the parent is still healthy enough to be approved by an insurance company. Different kinds of planning strategies are offered by different companies up to various age limits, and health questions differ as well. We can be pretty certain that Medicaid will be less accomodating in the future.  Learn more about that with resources from View current and projected costs of care where you live Estimate premiums for 6 year LTC plans Learn what your state Medicaid program lets you keep today Schedule a meeting to learn more

In this episode of the Retail Crime Intelligence Podcast, Jon Briegel moderates a live Retail Secure Conference panel with Daryl Blackmore, Director of Loss Prevention at Rexall, and Dave Cheema, Director of Asset Protection at Best Buy Canada. They discuss how top Canadian retailers are turning insights into action. They share the technologies and strategies that help their teams stay ahead of repeat offenders and ORC groups.Dave and Daryl reflect on what's changed since adopting Auror's platform, from improved reporting at the store level to tighter collaboration with law enforcement. They share examples of how structured data is being used not just to react, but to prevent incidents altogether. The conversation also touches on privacy hurdles, internal buy-in, and how empowering employees has made a measurable difference in safety and outcomes.In this episode, you'll learn about:How feedback loops help store teams stay engagedThe role real-time data plays in stopping repeat offendersWhat it takes to implement new LP tech across large organizationsJump into the conversation:(00:00) Daryl Blackmore & Dave Cheema introductions(03:31) Enhanced store-level reporting through tech(08:18) Spotting offenders early to de-escalate incidents(13:26) Common roadblocks when implementing new technology(18:33) Tech to combat ORC and its future developments(23:41) Investigations built on stronger data(34:10) Collaboration with other retailers to stop crime

Sponsored by Call The Underwriter, go to calltheunderwriter.com/jpk and get a free seller finance deal toolkit! To obtain this week's Real Estate Notes Show guest Mary Hart's information, use this link https://bit.ly/4lnetnxIn this powerhouse episode, attorney and seasoned note investor Mary Hart breaks down the most misunderstood legal tools in the investing world: trusts. From land trusts and revocable living trusts to irrevocable entities and self-directed IRA strategies, Mary dives deep into how real estate and note investors can protect assets, reduce taxes, and streamline probate. With 34 years of legal experience and a growing private lending business, she shares real-world use cases and mistakes to avoid. Whether you're buying partials, performing notes, or investing through a trust—this episode is a must-watch.Perfect for: note investors, trust newbies, and pros prepping for DME.[00:00:00] Show Intro and Guest Update[00:01:12] Spotlight on Seller Finance Notes[00:02:56] Buying Seller Notes at Discounts[00:04:50] Risks in Seller Finance Deals[00:06:04] Why You Should Attend DME[00:07:40] Networking Value at Note Events[00:09:00] Meet Mary Hart, Trust Attorney[00:10:00] How Mary Got into Note Investing[00:12:03] Big Lessons from 34 Years Practicing[00:13:26] Trust Types Every Investor Should Know[00:15:04] Revocable vs Irrevocable Trusts[00:17:03] How Trusts Avoid Probate[00:20:12] Step-Up Basis Explained[00:23:04] Land Trusts vs Living Trusts[00:25:34] How Real Estate Investors Use Trusts[00:28:00] Tax Benefits of Trust Structures[00:32:00] Advanced Trusts in Note Investing[00:36:03] Trusts for Fractional Note Ownership[00:39:01] Trust vs LLC for Asset Protection[00:44:10] Real World Land Trust Use Cases[00:47:45] Final Q&A and Trust Tips[00:55:01] How to Choose the Right Attorney[01:00:56] Mary's Lending Business & Market Outlook[01:04:52] Closing Thoughts and DME Preview

Are you making the million-dollar mistake most Canadians don't realize until it's too late?If you're laser-focused on crushing your mortgage as fast as possible, it might feel like the smartest move — but what if that strategy is silently costing you hundreds of thousands in long-term wealth? In this episode, Jon Orr and Kyle Pearce break down the numbers behind three key financial paths, and reveal how smart structuring — not more money — is what truly builds wealth. Whether you're curious about investing early, optimizing tax strategies, or leveraging your home equity, this is a must-listen.Here's what you'll learn:Why paying off your mortgage faster could leave you significantly worse off — and what to do insteadHow the Smith Maneuver can turn your mortgage into a wealth-building tool without increasing your monthly contributionsThe specific numbers behind three real-life financial scenarios — and which one leads to over $600K more in long-term net worthHit play now to uncover how small shifts in strategy could lead to massive financial gains.Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereDiscover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyleif you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.In this episode, we explore whether paying off your mortgage early or investing is the smarter financial move, especially in the context of rising interest rates. We discuss leveraging tools like a HELOC for real estate investing and how strategies like Canadian investing, infinite banking, and bank on yourself through participating whole life insurance, permanent life insurance, or universal life insurance can help grow your wealth while minimizing income taxes and enhancing estate planning.Ready to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Is it smarter to pay off your mortgage fast—or start investing now?Many Canadians instinctively rush to pay off their mortgage early, thinking it's the safest financial move. But what if that strategy is actually costing you long-term wealth? In this episode, Jon Orr and Kyle Pearce unpack a common—and costly—mistake: letting equity sit idle in your primary residence while missing out on investment growth. If you've ever wondered whether you should pay down your mortgage faster or start investing today, this one's for you.Here's what you'll walk away with:A side-by-side breakdown of two real-world scenarios—aggressive mortgage paydown vs. early investing—and the long-term impact of each.A surprising insight into why investing earlier, even in smaller amounts, can outperform dumping extra cash into your mortgage.Clarity on the emotional vs. mathematical sides of money decisions—and how to find the right balance for your risk profile and goals.Hit play to find out which strategy builds more wealth—and how to start making smarter decisions with every extra dollar today.Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereDiscover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle …taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.In this episode, we explore whether paying off your mortgage early or investing is the smarter financial move, especially in the context of rising interest rates. We discuss leveraging tools like a HELOC for real estate investing and how strategies like Canadian investing, infinite banking, and bank on yourself through participating whole life insurance, permanent life insurance, or universal life insurance can help grow your wealth while minimizing income taxes and enhancing estate planning.Ready to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

TalkLP host Amber Bradley sits down with Luxottica's Millie Kresevich, Senior Director of Asset Protection and Mike Jessee, Senior Vice President of Asset Protection to talk working relationships, leadership, tech, 2025 and beyond. Listen now to hear how to build successful working relationships that span years – after Amber puts them on the spot about their own working relationship.  Millie also explains her philosophy for focusing on what they can control while boosting team retention.  And what is Mike looking for in a solution provider? Check it out to find out!  Connect with Millie here and Mike here.

On this week's episode: Finding calm in crazy markets. The hole in your retirement bucket you need to plug. Protecting against the high cost of long-term care. Do you really need $1.9 million saved to have a great retirement? Like this episode? Hit that Follow button and never miss an episode!

Think you're saving enough for your Canadian retirement — or are you just chasing returns while missing the wealth-building moves that Canadians like Shark Tank's Kevin O'Leary swear by?For many aspiring high-net-worth Canadians and incorporated business owners, the drive to grow wealth often leads to chasing the next hot stock or investment trend. But as Kevin O'Leary reminds us, real financial freedom comes from discipline, strategy, and maximizing tax-sheltered opportunities that most overlook. In this episode, we break down the exact number O'Leary says you need to retire comfortably — and how he'd invest it to protect and grow wealth.Whether you're earning over $200K annually or just starting to scale your incorporated business, this conversation will challenge your assumptions. We dive deep into why RRSPs are still one of the most underused tools for wealth creation, who's actually maxing out their contribution room, and how the wealthiest Canadians are using strategies rooted in long-term thinking — not hype-driven returns.What you'll learn:Learn how high-income earners and incorporated business owners can strategically use RRSPs to unlock long-term financial security.Discover why many Canadians are leaving hundreds of thousands in unused RRSP contribution room — and how to avoid making a big retirement planning miscue.Understand the costly habits of “late to the party return chasers” and how disciplined retirement planning with or without the RRSP can ensure you have the retirement income you're striving for.Hit play now to learn Kevin O'Leary's retirement target, how he'd invest it, and how you can follow a smarter path to a “Mr. Wonderful” financial future.Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereDiscover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle …taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting cordporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optiReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Join Jake and Gino as they dive deep into the Pantheon Holistic Wealth Strategy with special guest Dave Wolcott—Marine Corps veteran, wealth architect, and founder of Pantheon Investments. This episode explores the mindset of the ultra-wealthy, tax-advantaged investing, infinite banking, virtual family offices, and the power of building legacy wealth intentionally. If you're tired of chasing dollars and want to learn how to truly multiply your time, capital, and impact—this episode is your blueprint.Grab Dave's book for FREE: https://www.holisticwealthstrategy.com Chapters:00:00 - Introduction  01:20 - What Defines the Ultra Wealthy  06:19 - Dave's Origin Story: From Marines to Multiplying Wealth  09:55 - Traditional Financial Planning vs. Strategic Wealth Building  15:52 - Taxes as an Opportunity, Not a Burden  29:28 - The Private Markets vs. Blue-Chip Stocks  38:29 - Refi and Roll: Jake & Gino's Real-Life Experience  48:07 - Gino Wraps it Up We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

This episode is brought to you by Locumstory—learn how locum tenens can help you find more freedom and flexibility in your medical career at moneymeetsmedicine.com/locums.---Dr. Turner and Mike Kittner discuss the crucial topic of disability insurance for doctors. They explore common pitfalls and nightmares experienced by doctors in securing disability insurance and emphasize the importance of obtaining coverage during medical training. Mike shares real-life stories about the consequences of not disclosing full medical histories and missing out on guaranteed standard issue (GSI) policies. They also highlight why Guardian's GSI policies are highly beneficial, especially their unique fallback option that prevents denial nightmares. Detailed explanations are given on why considering fully underwritten policies might be beneficial, the advantages of graded premiums, and the significant role of independent insurance agents. The episode underscores the necessity of getting disability insurance while in training and offers actionable advice on how to avoid common mistakes.If you are looking to get a quote for disability insurance from a source you can trust, visit https://moneymeetsmedicine.com/disabilityJust learning about personal finance? Make sure to snag a free copy of The Physician Philosopher's Guide to Personal Finance for free at https://moneymeetsmedicine.com/freebook 

In this episode of the Truth Be Told podcast, host Dave Thompson interviews David Johnston, Vice President of Asset Protection and Retail Operations at the National Retail Federation. They discuss David's extensive career in loss prevention, the evolution of communication in the industry, and the challenges faced in franchise environments. David shares insights on the importance of building relationships, managing egos, and the transition from a practitioner to a business mindset. The conversation highlights the significance of effective communication and adaptability in various roles throughout one's career. In this conversation, David Johnston and Dave Thompson discuss the importance of intentional communication, building rapport, and the role of the National Retail Federation (NRF) in advocating for the retail industry. They explore the challenges of networking in a digital age, the significance of genuine relationships, and the complexities of engaging with media and legislators. The discussion also highlights the upcoming NRF Protect event, emphasizing its value for learning and networking within the retail sector. Connect with David Johnston here: David Johnston | LinkedIn Register for NRF Protect 2025: Registration Information | NRF PROTECT 2025 Retailers - use discount code WZ200 to receive $200 off registration as a "thank you" for being a listener to the Truth Be Told podcast, courtesy of the NRF! Truths: Communication is a core skill in any profession. Building relationships is essential for success. Continuous learning is crucial for career growth. Transitioning roles requires adaptability and new strategies. Franchise environments present unique challenges. Understanding cultural differences is key in global operations. Effective communication can help manage difficult conversations. Sales skills can be developed from interviewing techniques. Every conversation can be viewed as an opportunity to negotiate or sell. Plan conversations with clear intent and goals. Active listening and open-ended questions foster better communication. Engagement in meetings is crucial for effective communication. Genuine relationships lead to successful networking. Effective communication is key in high-stakes situations. Helping others achieve success leads to personal growth.

In this exciting episode, Dr. Mike Fuljenz dives into the world of precious metals, exploring the rising prices of gold and silver and what they mean for investors. From gold potentially hitting $3,500 to silver's surge driven by industrial demand, Dr. Fuljenz shares crucial insights on why central banks are loading up on gold and how you can safely tap into the market. He stresses the importance of education, being cautious of scams, and choosing reputable dealers to avoid counterfeit coins. Whether you're looking to invest 20-25% of your portfolio in precious metals or interested in adding gold to your IRA, this episode is packed with expert advice and resources to guide you in making smart, informed investments! Don't miss out—tune in and learn how to navigate the precious metals market with confidence!Secure your silver today with First Fidelity Reserve. Get your one-ounce .999 fine American Silver Eagle for only $35 + free shipping. Call 800-336-1630 and visit https://www.FirstFidelityReserve.com

Many “experts” say you need a real estate LLC once you buy a rental property, but are they right? They also say you need money and great credit to invest in real estate, but we know of other creative ways to get started. Stick around to learn how! Welcome back to another Rookie Reply! Ashley and Tony have pulled more of your recent questions from the BiggerPockets Forums, and today's first question comes from an investor who just bought their first rental property. Do they need to set up a limited liability company (LLC) right off the bat, or can they hold off until they grow their real estate portfolio? We'll show them the best ways to protect their personal assets! We'll also hear from an investor who wants to get into house hacking. The only problem? They live in an expensive market, and the deal they're looking at doesn't pencil out. Could pivoting to another investing strategy make it profitable? Finally, a lack of money keeps many beginners from breaking into real estate, but it doesn't have to. We'll share some creative ways to kickstart your investing journey if you don't have a ton of money or credit! Looking to invest? Need answers? Ask your question here!   In This Episode We Cover: Whether you need a limited liability company (LLC) for your first rental property The differences between umbrella policies and LLCs (and which one YOU need) How to create more cash flow from a house hack (even in a pricey market!) How to start your real estate investing journey without much money or great credit Learning the industry and making extra money with real estate side hustles And So Much More! Links from the Show Ashley's BiggerPockets Profile Tony's BiggerPockets Profile Join BiggerPockets for FREE Real Estate Rookie Facebook Group Real Estate Rookie YouTube Follow Real Estate Rookie on Instagram Ask Your Question for a Future Rookie Reply “Like” Real Estate Rookie on Facebook The Millionaire Next Door The Psychology of Money Build Your Investing Network at BPCON2025 in Las Vegas, Nevada Ask Your Question for a Future Rookie Reply Grab “The Book on Investing in Real Estate with No (and Low) Money Down” Sign Up for the Real Estate Rookie Newsletter Find an Investor-Friendly Agent in Your Area Real Estate Rookie 105 - Don't Lose Your Portfolio to Lawsuits! Here's How to Protect Yourself Real Estate Rookie 106 - Asset Protection for Rookies: 7 Wealth-Saving Answers from an Expert (00:00) Intro (00:31) Do You NEED an LLC? (06:32) House Hacking in a Pricy Market (13:50) Investing Without Money or Credit (23:56) Ask Your Question! Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/rookie-541 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Get $300 OFF NCH Services here: https://masterpassiveincome.com/nchJoin Me At the Real Estate Wealth Builders Conference and get 20% OFF CODE: MPIPODCAST https://rewbcon.com Get the FREE Course: https://masterpassiveincome.com/freecourseGet the 1-on-1 coaching FREE strategy call here: https://masterpassiveincome.com/bookacallFollow Dustin Heiner on Instagram: https://instagram.com/thedustinheinerCheck out all the other MPI Podcast Network Shows: https://masterpassiveincome.com/network//BEST REAL ESTATE INVESTING RESOURCE LINKSStart your LLC for only $29! https://masterpassiveincome.com/formanllcGreat High Interest Savings Account: https://masterpassiveincome.com/citGet your business bank account here: https://masterpassiveincome.com/baselaneGet your business credit card with 2% Cash Back with NO FEE! https://masterpassiveincome.com/amexThe primary focus of this podcast episode centers on the intricate strategies of asset protection and the legal nuances of real estate investments. I am joined by an esteemed expert who elucidates the mechanisms through which one can legally mitigate tax liabilities while safeguarding personal assets. We delve into the establishment of Limited Liability Companies (LLCs) and the implementation of land trusts, which serve as pivotal instruments in creating a robust shield against potential litigations. Throughout our discussion, I share my own experiences and the lessons learned from prior missteps in structuring my investments, emphasizing the importance of doing things correctly from the outset. We conclude with actionable insights that empower listeners to take definitive steps toward securing their financial futures in real estate investment.Takeaways: The best time to invest in real estate is today, not twenty years ago. Quitting your job and achieving financial independence through real estate is attainable for everyone. Building generational wealth requires taking proactive steps and investing in properties now. Attending the Real Estate Wealth Builders Conference can significantly enhance your investment knowledge. Investing requires a strategic mindset; saving a portion of income can facilitate property acquisition. Real estate investment is fundamentally about people, relationships, and serving the community effectively. Companies mentioned in this episode: Master Passive Income Real Estate Wealth Builders Conference real estate investing, passive income, generational wealth, quit your job, financial independence, real estate conference, rental properties, property management, investing strategies, real estate coaching, first-time investors, buy and hold strategy, real estate market trends, investing in Illinois, cash flow properties, networking for investors, real estate success stories, property acquisition, investment...

Gabriel Custodiet speaks with Martin of Asset Protection Advisers. This is a holistic discussion about how people, especially the wealthy, can practically protect their wealth and make use of every tool at their disposal: crypto, gold, US dollars, trusts, and international banking.   GUEST → https://assetprotectionadvisers.com/  → https://www.youtube.com/@ShadowofAtlas/videos  WATCHMAN PRIVACY → https://watchmanprivacy.com (Including privacy consulting) → https://twitter.com/watchmanprivacy → https://escapethetechnocracy.com/ CRYPTO DONATIONS →8829DiYwJ344peEM7SzUspMtgUWKAjGJRHmu4Q6R8kEWMpafiXPPNBkeRBhNPK6sw27urqqMYTWWXZrsX6BLRrj7HiooPAy (Monero) →https://btcpay0.voltageapp.io/apps/3JDQDSj2rp56KDffH5sSZL19J1Lh/pos (BTC) TIMELINE 00:00 – Introduction 1:20 – Background of guest 2:55 – World of asset protection is lacking 6:50 – Gold is not available with cash in every country 11:10 – Arnold Schwarzenegger detained entering Austria with expensive watch 14:50 – Crypto is not an option for many scenarios 18:20 – Countries antagonistic to crypto 21:12 – Roger Ver 23:50 – OTC market in crypto 25:55 – Worldwide bank reporting 30:05 – Northern Cyprus 32:05 – Bank accounts around the world 34:35 – How to think about trusts 38:55 – Opinion on Latina America 42:55 – Don't underestimate US dollars 47:30 – Final thoughts Music by Karl Casey @ White Bat Audio

Eric Kearney discusses the implications of recent tariffs on the economy and the stock market. They explore how these tariffs can create uncertainty, affecting consumer prices and retirement funds. The conversation emphasizes the importance of sticking to a financial plan amidst market volatility and the growing national debt, which poses a risk to Social Security and other programs. Eric highlights the need for proactive financial planning to navigate these challenges and ensure sustainable income in retirement.The episode concludes with practical advice for listeners on how to navigate their financial futures and the importance of seeking professional guidance. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.

In this episode, we dive deep into the essential strategies for protecting your real estate investments. Whether you're a seasoned investor or just starting out, understanding the benefits of structuring your investments through an LLC is crucial for safeguarding your assets. We'll explore when the right time is to create an LLC, how it works with trusts to provide added protection, how it protects you if there is a lawsuit, and why relying on insurance alone is a dangerous misconception. We'll also discuss common mistakes investors make when starting their businesses. This episode is packed with valuable insights to help you protect your wealth and minimize risk. Tune in and learn how to make your real estate investments more secure and successful! LINKS: FREE TAX & ASSET PROTECTION STRATEGY SESSION: https://aba.link/RealWealth JOIN RealWealth® FOR FREE https://tinyurl.com/joinrws1046 CLINT'S UPCOMING WEBINAR: MARCH 20th https://realwealth.com/events SYNDICATIONS https://www.Realwealth.com/wildpines FOLLOW OUR PODCASTS The Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Real Estate News: Real Estate Investing Podcast: https://link.chtbl.com/REN READ BOOKS BY RealWealth® FOUNDERS The Wise Investor by Rich Fettke: https://tinyurl.com/thewiseinvestorbook Retire Rich with Rentals by Kathy Fettke: https://tinyurl.com/retirerichwithrentals Scaling Smart by Rich & Kathy Fettke: https://tinyurl.com/scalingsmart DISCLAIMER The views and opinions expressed in this podcast are provided for informational purposes only, and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action. For more information, go to www.RealWealthShow.com  

In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the importance of umbrella policies in personal finance. They explain what an umbrella policy is, how it provides an extra layer of liability insurance beyond standard policies, and why it is crucial for protecting assets and income. The conversation also covers the cost-effectiveness of these policies and how to determine the right amount of coverage needed. The hosts emphasize the importance of consulting with financial and insurance professionals to ensure adequate protection against potential lawsuits. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Umbrella policies are critical for financial protection. Many clients are unaware of what an umbrella policy is. An umbrella policy provides additional liability coverage. The cost of an umbrella policy is relatively low. One claim can cover the entire cost of the policy. It's essential to have enough coverage to protect your assets. Consult with insurance agents to understand your options. Insurance companies are becoming stricter with coverage limits. Communication between financial advisors and insurance agents is vital. Understanding your risk exposure is key to financial planning. Chapters 00:00 Introduction to Umbrella Policies 02:03 Understanding the Importance of Umbrella Policies 04:05 What is an Umbrella Policy? 07:58 Cost and Value of Umbrella Policies 09:48 How Much Coverage Do You Need? 11:55 Conclusion and Call to Action  

Ed De Jesus, Vice President of Asset Protection at Giorgio Armani joins TalkLP host Amber Bradley to talk luxury brand asset protection.  Ed chats about adapting to different industries and different strategies he used to ensure success in an environment where AP wasn't the first thing on everyone's mind – sound familiar? Creating a narrative around the value of asset protection and understanding your ROI points are critical as Ed explains how being the Fox instead of the lion is helpful.  Curious about the key to loyalty?  Listen as Ed explains why his team has chosen to stay for decades! Check it out. Have you heard?  The Asset Protection Executive Xchange (APEX) conference has added a luxury breakout specifically for their unique needs. Learn more here. Connect with Ed here.

Real Estate Lawyer, Joseph E. Seagle is joining The Al Nicoletti Show! Joseph has owned and operated his firm, Aspire Legal Solutions for over 20 years and serves investors and small business owners. On the show, he will discuss asset protection, trusts, and estate planning!Tune in to learn more about the current state of the real estate market, discover new trends, and learn tips and tricks from the biggest names in the industry!FACEBOOK: facebook.com/flattorneynicolettiINSTAGRAM: instagram.com/attorneynicolettiYOUTUBE: Al Nicoletti - YouTubeLINKEDIN: linkedin.com/in/attorneynicolettiWEBSITE: ...

In this eye-opening episode of Getting Real with Monick Halm, we dive into one of the most critical yet overlooked aspects of real estate investing—asset protection. It's not just about what you make—it's about what you keep! Without proper safeguards, lawsuits, taxes, natural disasters, and even poor estate planning can wipe out your hard-earned wealth.Monick shares personal stories of lawsuits she's faced, including a $1.2 million dog bite lawsuit and a shocking claim over cracked floor tiles—five years after selling a property! She breaks down:✅ The four biggest threats to your real estate assets (and how to protect yourself)✅ Common myths about asset protection that put investors at risk✅ Legal structures explained—LLCs, trusts, corporations, and how to choose the right one✅ Why insurance alone isn't enough (and the types you actually need)✅ How to structure your assets for tax efficiency and generational wealthAsset protection isn't just for the ultra-wealthy—it's for every investor who wants to safeguard their future. Learn how to protect yourself, your investments, and your legacy so your wealth grows and stays in your family for generations to come.

In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen give you the blueprint for bulletproof asset protection. From LLCs to trusts to holding companies, find out the smart, cost-effective strategies that work without the extra fluff.Here are some of the highlights:Mark & Mat break down the biggest asset protection scams and how shady promoters convince people to buy unnecessary LLCs, trusts, and offshore entities.Mat discusses when you should separate your real estate properties into multiple LLCs vs. keeping them together in one—so you don't overcomplicate things. Mark reveals the truth about “anonymous LLCs” and how to use Wyoming holding companies for real privacy protection.How to build an asset protection plan that actually makes sense for your wealth level—so you don't spend money on pointless legal structures.How to avoid setting up LLCs that end up costing you more in taxes than they save you in protection.Why your asset protection structure must match your tax return—or it could get torn apart in an audit or lawsuit.When you should separate your real estate properties into multiple LLCs vs. keeping them together in one—so you don't overcomplicate things.How to legally minimize tax burdens while keeping your asset protection plan airtight. Grab my FREE Ultimate Tax Strategy Guide HERE! Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demo to explore the Main Street Tax Pro Certification. You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360 Looking to connect with a rock star law firm? KKOS is only a click away! Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler Craving more content? Check out my Instagram!

What does it truly mean to build wealth beyond the superficial displays often seen in today's society? How can entrepreneurs leverage their businesses to not just survive, but thrive in the competitive market? In this episode, Dr. Lauryn sits down with Antonio Vaglica Jr., a former MLB prospect turned serial entrepreneur, to explore these compelling questions. Antonio brings his unique perspective on transitioning from sports to business, emphasizing the strategic importance of personal development and understanding one's true value.Together, they dissect the principles of asset protection, business-focused tax strategy, and the art of reinvestment within one's business to maximize potential. Antonio discusses his philosophy of 'building wealth to create impact,' sharing insights on how to avoid the common pitfalls of entrepreneurship such as complacency and the allure of quick success. The conversation is rich with actionable advice for anyone looking to deepen their entrepreneurial journey while maintaining integrity and a focus on long-term sustainability.Key Takeaways:Embrace Discomfort for Growth: Antonio shares how stepping out of comfort zones and facing the unknown can significantly drive personal and business growth.Business as Primary Asset: Learn why your business should be your primary focus before other investments, and how reinvesting in it can yield the highest returns.Redefining Wealth: Antonio discusses building true wealth not just for show but for sustainable success, emphasizing the importance of creating value that lasts.Guest Bio: Former MLB prospect turned serial entrepreneur, Antonio Vaglica Jr. owns a diverse portfolio of companies tailored to enhance service-based businesses. His firm specializes in providing unbiased advice across four key areas: Asset Protection, Tax Strategy, Balance Sheet Optimization, and Exit Planning, all designed to maximize enterprise value. With a mission to bridge the wealth gap, Antonio and his team are committed to transforming an industry often clouded by unsuitable recommendations, aiming to reshape the business landscape for the better.Follow Antonio: Instagram | LinkedInResources:For those interested in building a profitable personal brand in just two hours a week, check out Dr. Lauryn's new membership group Beyond Brick & Mortar!Sign up for the Weekly Slay newsletter!Follow She Slays and Dr. Lauryn: Website | Instagram | X | LinkedIn | FacebookSign up here to receive our monthly associate job postings email.#SheSlaysTheDay #Entrepreneurship #WealthBuilding #BusinessGrowth #AssetProtection #TaxStrategy #PersonalDevelopment #EntrepreneurMindset #BusinessStrategy #MaximizePotential #FinancialPlanning #BusinessOptimization #StrategicReinvestment #ValueCreation #LongTermSuccessMentioned in this...

On this episode: For once in your life, it’s all about YOU! Trying to hit a financial homerun before retirement. You save it, why can’t you spend it in retirement? Uncle Sam is hungry, how do you keep more of your retirement money? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Welcome to another how-to lesson from Gino Barbaro, co-founder of Jake & Gino! Today, we're diving deep into asset protection and estate planning—two essential strategies every real estate investor must understand.If you're just starting or already own multiple properties, structuring your assets correctly can safeguard your wealth for the long term. From LLCs vs. trusts to avoiding probate, this video will help you build both your castle and the moat that protects it!What You'll Learn:The importance of separating assets into different entitiesHow to prevent legal exposure with the right structuresWhy estate planning is critical—even when you're youngHow poor planning can cost millions (real-world case studies)The #1 mistake most investors make (and how to avoid it!) Need guidance on structuring your investments? Contact Barth Calderon for estate planning assistance. For a copy of my book, Happy Money, Happy Family, Happy Legacy, email me at gino@jakeandgino.comDon't wait! Estate planning isn't just for the wealthy—it's for anyone who values control over their legacy. Start today! We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

In this episode, Dr. Peter Kim talks about a crucial topic—protecting your wealth. As a high-income earner, you could be a target for lawsuits and financial risks. But with the right strategies, you can keep your assets safe. He breaks down simple ways to protect yourself, like using LLCs, trusts, and the right insurance. Plus, he shares common mistakes to avoid and easy steps you can take today. If you want to secure your financial future and sleep better at night, don't miss this episode! Are you looking for a community to encourage you as you begin, or want to accelerate your business to the next level? Then join thousands of physicians who share the same journey of creating their ideal lives through multiple streams of income by joining us in our Facebook communities such as Passive Income Docs and Passive Income MD. Tired of trading time for money? The Leverage & Growth Summit 2025 (March 10-14) is packed with insights from doctors who have broken free from the cycle and built wealth in new ways—and you can too. This is your chance to learn from physicians who've built thriving businesses, real estate portfolios, and personal brands. It's 100% FREE, virtual, and your chance to take control of your future—mark your calendar now! REGISTER NOW Like what you heard? Subscribe and Rate Us!

Welcome to another compelling episode of "Down 'n Dirty with Michael Julian," where we delve into inspiring stories of resilience and triumph over adversity. In this episode, we sit down with Liz Florek, a remarkable guest whose life was profoundly impacted by the tragic events at the Route 91 music festival in Las Vegas. Liz shares her harrowing experience of surviving the horrific mass shooting and credits her survival to the principles taught in Michael's "A.L.I.V.E." program.As Liz recounts the chaos of that fateful night, she reveals how her instincts, molded by prior training, took over, allowing her to stay calm and act decisively. Beyond her survival story, Liz opens up about personal challenges, including dealing with a difficult past relationship and raising her children amidst ongoing family tensions. Despite these challenges, Liz maintains a positive outlook, cherishing her love for outdoor adventures and quality time with family and friends.Join us as Liz provides insightful lessons on facing fear head-on, the importance of situational awareness, and how she's managed to find peace and happiness in her journey. This episode is a testament to human resilience and the power of preparedness, offering valuable takeaways for everyone.Follow Liz Florek on Instagram: @liz_mae_

TalkLP Podcast host Amber Bradley welcomes Khris Hamlin to the podcast as RILA's Vice President of Asset Protection. Amber and Khris chat about the difference between association vs. retailer life.  They also dive into the Vibrant Communities Initiative (VCI) and how it is tapping into the power of collaboration – bringing together prosecutors, law enforcement, retailers, and tech to find real solutions for tackling organized retail crime, fraud, and theft plaguing the retail industry. Plus, he is gearing up for the RILA Retail Asset Protection Conference (April 27-30). He even drops some nuggets on CAN'T MISS workshops and sessions. Hint: don't leave early and miss what's in store Wednesday! Listen Now! Connect with Khris here and check out the RILA conference to sign up today.

Are traditional Canadian retirement planning strategies (RRSP, TFSA, RIF, ect) setting you up for success—or failure? What if the research shows that strategy isn't enough—and that a smarter, more resilient asset mix could ensure a stable, worry-free retirement?Many investors rely on the classic stock-and-bond investment portfolio, believing it's the safest way to ensure a stable retirement. However, market volatility, inflation, and economic downturns can leave even the most disciplined savers vulnerable. When the market crashes, emotions take over, and many investors make costly mistakes—selling low, hesitating to buy, or failing to adapt to changing financial conditions.But what if you could create a Canadian retirement plan that minimizes risk while optimizing returns? This episode explores Ernst & Young's research on integrating insurance products into retirement planning and why the traditional "buy term and invest the rest" strategy may not be the most effective path to financial security.You'll learn: Discover why permanent life insurance can act as a volatility buffer, protecting your investments from market downturns.Learn how combining high early cash value whole life insurance with investments can outperform traditional stock-and-bond-only portfolios.Explore strategies to maximize retirement income while preserving a greater financial legacy for your heirs.Tune in now to uncover the research-backed strategies that can help you build a more resilient retirement plan—one that stands strong no matter what the markets do.Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass hereBook a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey! https://canadianwealthsecrets.com/discovery Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here. Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Ready to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Welcome to the lab. Today, we have Alessandro Chesser, CEO of GetDynasty, a company revolutionizing estate planning and asset protection by digitizing the trust creation process. Alessandro brings a wealth of experience from his background in finance, tech, and sales, including scaling a startup to an $8 billion valuation. His expertise spans credit analysis, strategic planning, and digital transformation—key elements he's now applying to make trusts more accessible, affordable, and seamless for investors and everyday Americans.In this episode, Alessandro shares his journey from leading sales at a high-growth startup to identifying a major inefficiency in the estate planning space. He explains why traditional trust creation is outdated, expensive, and overly complex—and how GetDynasty is removing friction by allowing users to create a legally valid trust in minutes. Alessandro also dives into the major benefits of having a trust, including avoiding probate, asset protection, privacy, and tax advantages, and clears up common misconceptions about revocable vs. irrevocable trusts. He discusses how digital solutions are changing the estate planning landscape and why investors, in particular, should prioritize trust formation sooner rather than later.If you've been putting off creating a trust because of the cost, time, or legal barriers, this episode will show you how easy it can be. Tune in now to learn how to protect your assets, streamline estate planning, and secure your financial future with a trust.Get the Midterm Rental Insurance Blueprint: https://experimentrealestate.com/#blueprintHIGHLIGHTS OF THE EPISODE:17:18 Alessandro talks about primary use cases for trust.33:08 Alessandro talks about using asset protection strategiesKEEPING IT REAL:06:04 - The biggest problem GetDynasty is solving12:13 - Traditional trust creation is outdated and expensive17:14 - The four main benefits of having a trust25:03 - GetDynasty makes trust creation free, fast, and digital33:34 - Asset protection strategies for real estate investors40:06 - How a trust keeps you off public records45:56 - Who should have a trust and when to set one up51:11 - We are OUT!!!#Trusts #AssetProtection #EstatePlanning #WealthPreservation #DigitalTrusts #RealEstateInvesting #FinancialFreedom

In this episode, Ryan and Thomas pull back the curtain on LLCs, busting the biggest myths that trip up real estate investors—and revealing how to truly protect your rental portfolio. They discuss: - Asset Protection vs. Tax Savings—understanding what LLCs really do (and don't do). - The Right Structure—single-member, multi-member, or holding company? - Pitfalls to Avoid—from the “due on sale” clause to S corp mix-ups. - And more! If you're eager to make sure your LLC is set up the right way—or wondering if you even need one—this episode is for you. Tune in and discover how to keep your real estate assets safe and sound. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Welcome to Tax Tuesday. Anderson Advisors attorneys Toby Mathis, Esq., and Eliot Thomas, Esq., tackle various tax-related questions. Topics include retroactively claiming real estate deductions and depreciation, handling health insurance premiums for an S-corp, understanding the rules around setting up a trading account under an S-corp, and how to qualify for Real Estate Professional (REP) status while working a W2 job. The attorneys also discuss deadlines for S-election, converting properties for tax purposes, alternative methods for substantiating business expenses, and more. Tune in for valuable insights on managing your tax strategies effectively. Send your tax questions to taxtuesday@andersonadvisors.com. Highlights/Topics: "I need to retroactively claim my real estate deduction or depreciation for my 2022 and 2023 taxes. I actively manage my own rental and have over 700-plus hours per year for real estate management. How do I claim accelerated depreciation for the past years?" - Yes, you can go back and retroactively capture previous depreciation, including accelerated depreciation or bonus depreciation, you do it n the current year. It's a form called 3115. "I didn't have my health premiums added to my payroll statements for 2024. I have an S-corp and pay myself and another employee but wanted to deduct health insurance payments. Is there anything I can do at this point? Regarding asset protection, we have a rental property. We'd like to move this to a trust and then to an S-corp. Would that work?" - If the S-Corp it paying the premiums, on our 1040, we can make an adjustment on Schedule 1 for the insurance premiums because we're considered sole proprietor. "I have seen some of your videos and had a question about setting up a trading account under an S-corporation. Is this correct? Can I pay my wife $15,000 from it and then match that amount toward a 401(k)? "My wife is a homemaker with low income. If we file just married filing jointly, are there any implications with this move? We are not traders but more investors."- Typically no, we would put it into an S-Corp. "My employer recently went through a restructuring. They offered me one year's pay as severance. My last paycheck will be January, 2026. I feel confident that I'll be able to fulfill the REP status requirement for time spent on material real estate management activities in 2025. I will not make more money from my real estate investments as compared to my severance pay. Can I still qualify for the REP status? I used my solo 401(k) to invest in a real estate deal as a passive investor. The bank recently foreclosed the deal. It was a total loss. Is there any deduction that I can take for the loss?" - It's a common misconception that you can't get REP status with a W2. It's about time, not how much you make. "When is the deadline to make an S-election for 2025? Can you switch back to sole proprietorship after you elect S-corp in the same year or future years? Do you have to run payroll as an S-corp LLC? What are good indicators or reasons to switch to an S-corp for taxation?" - there's something called late election, very common, we do it all the time. The IRS is very good about allowing it. To be safe it should be done by March 15th. "I'm converting a barn on my property to an auxiliary dwelling unit for realm purposes. I also have a separate building on the property that I use as a shop office for my construction business. How do I treat these properties for liability and tax purposes?" - the ADU, the Auxiliary Drilling and Dwelling Unit, that's going to be either a long-term rental or a short-term. You could use the shop office as an admin office. I'd wrap it in an LLC and strip the equity out. “My business doesn't have traditional receipts for its expenses. We primarily rely on bank statements to track our spending. What supporting documentation would I need to provide to the IRS or my tax preparer substantiate these expenses and ensure accurate tax deductions? Are there any alternative methods to proving these expenses without traditional receipts?" - A bank statement, credit card statements, can be used, proof of payments, cancelled checks, etc. "My business partner and I co-bought a condo in New York City by paying $900,000. He put in $700,000 and own 75%, and I put in $300,000 and own 25%.  I'm deeding my ownership to him for $0. What would be his cost basis for future resale?" - Basically this is a gifting, it wasn't, they didn't sell it. So for any amount, so you just carry over the basis. File a 709. Check out our free Emergency Binder on our website! Resources: Schedule Your FREE Consultation https://andersonadvisors.com/strategy-session/?utm_source=how-to-move-a-rental-property-to-a-trust-s-corp-for-asset-protection&utm_medium=podcast Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=how-to-move-a-rental-property-to-a-trust-s-corp-for-asset-protection&utm_medium=podcast Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq Clint Coons YouTube https://www.youtube.com/@ClintCoons  

Building your wealth is just like layering up for a winter storm—protect yourself at every stage of life and investing journey. Discover how asset protection can work for you from day one, all the way to planning for post-retirement financial security! In this episode of Exit Strategies Radio Show, Brian Bradley, a distinguished Asset Protection Attorney, Financial Planner, and #1 Best Selling Author of Over Exposed dives into a comprehensive overview of building and protecting your wealth.  As the founder of Bradley Legal Corp and Bradley Financial Planning and highly ranked Brazilian Jiu-Jitsu practitioner, Brian walks us through the concept of layering in asset protection, likening it to dressing in winter layers. Starting from basic LLCs and insurance as the foundational layer, to more advanced strategies involving management companies and asset protection trusts, the episode emphasizes flexibility and planning at various stages of investing.  Brian talks about key strategies for ensuring your wealth stays secure as you age, including considerations like long-term care insurance, medical costs, and how to use indexed universal life (IUL) policies with long-term care riders to protect your assets. He also discusses how to prepare for retirement and set up annuities or rollovers to safeguard your income as you transition into your later years. Key Takeaways: 03:13 Brian's Background and Asset Protection 05:24 Asset Protection Basics 08:05 Advanced Asset Protection Strategies 11:34 Financial Planning and Insurance 16:33 Generational Wealth and Legacy 22:22 Hybrid Trusts Explained 26:25 Final Thoughts and Takeaways Brian's book, Overexposed: How to Create Ironclad Protection for Your Wealth and Make Your Assets Untouchable with a Hybrid Trust, provides a detailed breakdown of asset protection strategies, including the ins and outs of hybrid asset protection trusts. This book is a must-read for anyone serious about securing their wealth for future generations. Connect with Brian@: E-mail address: brian@btblegal.com LinkedIn: https://www.linkedin.com/in/brian-t-bradley-esq-a47a7b12/ Website: https://btblegal.com/  YouTube: https://www.youtube.com/channel/UC-9W72jqtV_ze45Lz6pwjgA Connect with Corwyn@: Contact Number: 843-619-3005 Email: corwyn@corwynmelette.com Instagram:⁠ https://www.instagram.com/exitstrategiesradioshow/⁠ FB Page:⁠ https://www.facebook.com/exitstrategiessc/⁠ Youtube:⁠ https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZA⁠ Website:⁠ https://www.exitstrategiesradioshow.com⁠ Linkedin:⁠ https://www.linkedin.com/in/cmelette/⁠ Shoutout to our Sponsor: ROBYN COLLINS Do you want something more? More Meaningful Moments opportunities, deeper relationships and memorable experiences? Do you want to make a difference? If you say YES, a career and real estate could be the opportunity you're looking for guiding people to one of the most important decisions they ever made, the purchase or sale of their home can be both rewarding and lucrative.  Exit Realty has a revolutionary compensation model training and technology that provides you with the tools you need to start and build your successful real estate career. Call me today  ROBYN COLLINS with REDROBYN HOMES at 843-557-5003. Again that's 843-557-5003 or visit RedRobynhomes.com/join.exit and make your Exit today.

BIO: James “Jimmy” Milliron is Co-Founder & President of National Brokerage Atlantic, specializing in Wealth Enhancement, Estate Planning, and Asset Protection.STORY: Jimmy wanted to invest $100,000 in Bitcoin, but when he couldn't find an easy way to do it, he bought a car instead.LEARNING: Research and learn all you can about investment opportunities before investing. “Don't be afraid to pick up the phone and make a few calls. There's nothing like picking up the phone and talking to a real person on the other end instead of just texting them.”Jimmy Milliron Guest profileJames “Jimmy” Milliron is Co-Founder & President of National Brokerage Atlantic, specializing in Wealth Enhancement, Estate Planning, and Asset Protection. An insurance veteran, he previously served as Executive Vice President at NexTier Bank, building a $400 million premium finance portfolio. He holds a BA from VMI and various securities and insurance licenses.Worst investment everJimmy's worst investment is a mix between marrying a second wife and buying a car in 2016. He invested many resources in his second marriage, but it did not last that long.When Jimmy married his second ex-wife, he wanted to invest about $100,000 in Bitcoin. But he was busy and did not have time to research and learn more about Bitcoin. When Jimmy could not find an easy way to do it, he purchased a car instead with that cash.Lessons learnedGo the extra mile in research and learning about investment opportunities before investing.Consider all the investment options available.Actionable adviceIf you're young, seek advice from a mentor or your parents about what they would do instead of arbitrarily investing in a make-me-feel-good investment. Their guidance can be invaluable in navigating the complex world of investments.Jimmy's recommendationsJimmy recommends reading Donald Trump's Art of the Deal as a valuable resource for negotiation and decision-making.No.1 goal for the next 12 monthsJimmy's number one goal for the next 12 months is losing weight.Parting words “Thank you very much. Andrew and I wish everyone well.”Jimmy Milliron [spp-transcript] Connect with Jimmy MillironLinkedInWebsiteAndrew's booksHow to Start Building Your Wealth Investing in the Stock MarketMy Worst Investment Ever9 Valuation Mistakes and How to Avoid ThemTransform Your Business with Dr.Deming's 14 PointsAndrew's online programsValuation Master Class

Mike and his wife in Tampa are 39 and 36, they've got nearly a million bucks saved. Are they on track for retirement? Kate in California is 55 and hopes to retire in the next couple of years. How should she manage deferred compensation and retirement withdrawals? That's today on Your Money, Your Wealth® podcast number 514 with Joe Anderson, CFP®, and Big Al Clopine, CPA. Plus, Joe and Big Al answer questions from our YouTube viewers on considering IRMAA when making Roth conversions, paying Roth conversion taxes quarterly or in December or in January, protecting a gifted house from a child's ex, and the tax impact of rebuilding on an inherited property. Finally, 8 years ago, Joe and Big Al said you shouldn't have more than 2% of your portfolio in gold and one YouTube viewer said that did not age too well. What do the fellas think today? We'll find out. Access free financial resources and the episode transcript: https://bit.ly/ymyw-514 LIMITED TIME OFFER: Download the Cruising Into Retirement Checklist and Guide by Friday January 31, 2025! WATCH How to Cruise Into Your Retirement on YMYW TV DOWNLOAD the Withdrawal Strategy Guide for free ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 00:56 - 39 & 36 With Nearly $1M. How Are We Doing? (Mike, Tampa, FL) 07:30 - Watch How to Cruise Into Your Retirement on YMYW TV, Download the Cruising Into Retirement Checklist and Guide by Friday, Jan. 31, 2025! 08:14 - Hoping to Retire in the Next Couple of Years. How Should I Manage Deferred Comp and Withdrawals? (Kate, CA, 55) 16:23 - Download the Withdrawal Strategy Guide for free 16:56 - Roth Conversions Prior to IRMAA for Alex in podcast 510? (Thomas, YouTube) 18:54 - How to Pay Roth Conversion Taxes Before Filing 2024 Taxes? (PoolMileThirty, YouTube) 21:39 - Paying Roth Conversion Tax in December vs. January (TacticalTruth, YouTube) 22:53 - How To Avoid Child's Ex Taking Half of Gifted House? (Emjay, YouTube) 23:53 - Will Kids Keep Stepped Up Basis If They Build New House on the Property? (Thaigera, YouTube) 27:53 - Gold Doesn't Grow? That Didn't Age Well (Eldon, YouTube comment) 29:39 - Outro: Next Week on the YMYW Podcast