Podcasts about wealth protection

Retirement isn’t as complex as the big banks want you to think, but transitioning from collecting a paycheck to generating your own requires a completely different strategy. Host Charisse Rivers breaks down the realities of the decumulation phase, exposing why traditional 60/40 portfolios fall short. Learn how to navigate the physical and mental phases of aging, optimize Social Security timing, and outsmart Uncle Sam’s lurking RMD tax traps. Whether you are a hands-on investor or a financial novice, it is time to turn the market noise into a structured, reliable income plan. Like this episode? Hit that Follow button and never miss an episode!

Key Topics Covered:   1. New Pension Tax Rules (2027 Changes) The government's ability to tax pensions on death marks a major shift. Impacts long-term retirement and legacy planning strategies. 2. Understanding the Finance Act Changes The move from proposal to law and what it means in practice. Why this change is significant compared to previous pension rules. 3. Risks of Traditional Pension Planning Relying solely on pensions may no longer be as efficient. Potential erosion of wealth intended for future generations. 4. Taking Back Control of Retirement Planning The importance of being proactive rather than reactive. Exploring alternative strategies to maintain control over assets. 5. Role of SSAS in Wealth Planning Using Small Self-Administered Schemes for flexibility and control. How SSAS can support more strategic wealth management decisions. 6. The “7 C's” Framework A new way to think about retirement planning in changing conditions. Adapting strategies to navigate uncertainty and complexity. 7. Protecting and Transferring Wealth Planning not just for accumulation, but for efficient transfer. Ensuring wealth reaches the next generation as intended. 8. Adapting to Regulatory Change Why staying informed and flexible is essential. Turning policy changes into opportunities for better planning. Actionable Takeaways Review your current pension strategy in light of the 2027 rule changes and assess potential tax implications on death. Avoid relying solely on traditional pension structures—consider diversifying how your wealth is held and managed. Explore options like SSAS to gain greater control and flexibility over your retirement funds. Take a proactive approach to retirement planning rather than waiting for changes to take effect. Develop a clear strategy for how your wealth will be transferred to the next generation. Stay informed on legislative changes and adjust your plans accordingly to protect your assets. Use frameworks or structured thinking (like the “seven seas”) to simplify complex financial decisions. Seek guidance where needed to ensure your long-term wealth strategy remains effective and aligned with your goals. Resources & Next Steps WealthBuilders Membership: Free access to guides, webinars, and community Download our FREE Pensions and Inheritance Tax Guide Connect with Us: Listen on Spotify, Apple Podcasts, YouTube, and all major platforms. Next Steps On Your WealthBuilding Journey:   Join the WealthBuilders Facebook Community Schedule a 1:1 call with one of our team Become a member of WealthBuilders If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

Send us Fan Mail“Take your time, enjoy the journey, and make great friends.”-Mark PierceExclusive Insights from This Week's EpisodesFounders build wealth, then leave it exposed. Trust Attorney Mark Pierce reveals why protection, legacy, and exit planning must begin before crisis arrives. Listen now.EPISODE HIGHLIGHTS00:05 Mark Pierce's family history reveals why wealth without protection can vanish00:14 Why waiting to assemble advisors weakens your future deal position00:19 The dangerous belief that asset protection is only for the ultra wealthy00:21 How skeletons can push buyers away or destroy enterprise value00:25 Why Wyoming trusts may protect assets, privacy, and long term legacy00:31 The overconfidence pattern that shows up before founders lose control00:45 The one legacy question every founder must answer before it is too lateFull show notes, transcript, and resources for this episode:https://podcast.deepwealth.com/539The Deep Wealth PodcastMost entrepreneurs do not fail.They just carry too much for too long.The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.

One unsuspecting decision nearly unraveled a lifetime of saving. In this episode, Charleston’s Retirement Coach Brandon Bowen shares a real-world story of a retiree caught in a sophisticated financial scam—and the warning signs that appeared along the way. The conversation explores how scams target retirees, why embarrassment keeps people silent, and the importance of having a trusted financial sounding board watching activity over time. This episode focuses on awareness, vigilance, and the role a long-term advisory relationship can play in spotting problems before they permanently change a retirement plan. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Host KJ welcomes Mark Forman, CMO of Optifino to explore how AI is finally modernizing the $2 trillion permanent life insurance industry. Mark shares his accidental journey from poetry student to InsureTech marketer, explaining how a lack of transparency, outdated distribution models, and the absence of a true marketplace have left millions of Americans underinsured. He shares how Optifino uses AI to compare complex permanent life insurance policies side by side, giving advisors and consumers the kind of informed, data-driven experience that every other financial sector already enjoys. The conversation also tackles the $12 trillion U.S. life insurance coverage gap and why 82% of wealthy investors want insurance guidance but only 12% are getting it. Four Key Takeaways: The Insurance Industry Has Benefited from a Lack of Transparency (12:23) Unlike stocks or ETFs where all data is accessible instantly, permanent life insurance has no real marketplace. Consumers can't easily compare policies, leading to overpaying, policy lapses, and lost cash value. AI Makes Advisors Bionic, Not Obsolete (24:20) When advisor Mike Sheen first saw Optifino's AI demo, he feared replacement — but quickly realized there's now no ceiling to how good he could be. With 25+ carriers, 10+ products each, and thousands of permutations, AI assistance isn't optional — it's essential. There's a $12 Trillion Life Insurance Coverage Gap in the U.S. (29:27) LIMRA data shows Americans are massively underinsured. The shift toward fee-based RIAs (who don't sell commission-based insurance) has widened the advice gap — 82% of wealthy investors want insurance guidance, but only 12% report receiving it. Know Your Problem Deeply Before Going to Market (36:48) Mark's parting advice: fall in love with the problem you're solving. Talk to the people you want to serve, validate that your solution actually addresses their pain, and lead with hard data — not corporate jargon. Quote of the Show (30:16):"Insurance sucks until you need it. No one likes to pay their premiums, but if you've ever had an experience where the insurance paid off, you were very happy." — Mark Forman Join our Anti-PR newsletter where we’re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with Marc Forman: LinkedIn: http://www.linkedin.com/in/mark-formanCompany Website: https://optifino.com/ How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlDSee omnystudio.com/listener for privacy information.

In this episode, Alan Porter shares vital insights on financial planning, insurance, and tax strategies that can safeguard your wealth and secure your future. Discover how to leverage life insurance riders, long-term care, and innovative investment approaches to build a resilient financial foundation.   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   —--------------------

Key Topics Covered: 1. Why Pooling Is a Missing Mindset in Financial Planning Most financial advice is built around the nuclear family unit, not the wider family tree. Families often manage money in isolated silos, which benefits institutions more than the family. Pooling is framed as efficiency and joined up planning, not “taking someone's money”. 2. Pooling Cash: Better Rates, Lower Risk, and Less Bank Dependence Technology platforms can provide access to better savings rates and multiple banking options. Spreading cash across institutions reduces the risk of a single point of banking failure. Many people stay with the same bank for decades and miss better returns and protections. 3. Pooling Investments: Aggregating Platforms to Cut Fees Stock market investing is now largely platform based, and platform fees are often percentage based. By aggregating family pots, it may be possible to reduce platform fees across the whole family. The compound impact of fee savings over time can be enormous, especially as portfolios grow. 4. What a SSAS Is and Why It's Different SSAS is described as a pension that operates more like a business: entrepreneurial and flexible. It can invest in many asset types beyond the stock market, including commercial property and more. It is multi person and multi generational, allowing family members to pool pension pots. 5. SSAS Pooling Benefits: Activity Based Fees and Tax Deductible Costs SSAS fees are based more on activity than value, unlike many platforms that charge by percentage. SSAS running costs can be tax deductible expenses for the business paying them. This can mean a larger SSAS can cost less to run than a smaller conventional pension. 6. Who Can Join a SSAS and How Big It Can Be A SSAS can include up to 11 members in total (you plus 10 others). Members must be genuinely connected, commonly spouses, adult children, or wider family. More families are now exploring bringing children into pension structures earlier. 7. Inheritance Tax Planning Inside SSAS: Earmarking Earmarking allows families to assign higher growth assets to children and lower growth assets to parents. This can accelerate children's pension growth while slowing the parents' pension growth. A smaller parent pot can reduce the inheritance tax exposure when pensions are included from 2027. 8. Inheritance Tax Planning Inside SSAS: Loanback SSAS loanback allows business owners to borrow from their own pension into their company. Loans can be up to 50 percent of the SSAS value and must be secured under the rules. The interest rate can be far lower than commercial borrowing, potentially saving tens of thousands in fees. If the company is structured with next generation shareholders, profits can accumulate outside the parents' IHT problem. 9. Pooling Wisdom and Documents: Preparing the Next Generation Families should involve adult children sooner so they understand what exists and why it matters. A digital vault can pool documents, passwords, and key financial information securely in one place. Physical originals (like wills) should also be stored in a fireproof, waterproof container. Pooling memories and family stories can be part of the vault too, strengthening legacy beyond money. Actionable Takeaways Review where your family is paying percentage based platform fees and explore whether aggregation could reduce them. Audit cash holdings and consider spreading across institutions to improve rates and reduce risk. If you are a business owner with pensions, explore whether a SSAS could reduce costs and increase flexibility. Learn the SSAS tools that matter for 2027 planning: earmarking and loanback. Bring adult children into the conversation early so wealth transfer includes competence, not confusion. Create an ICE file and a digital vault so your family knows where everything is in an emergency. Resources & Next Steps WealthBuilders Membership: wealthbuilders.co.uk/membership Family Wealth Fortress: wealthbuilders.co.uk/fortress Download our FREE Pensions and Inheritance Tax Guide WealthBuilders Membership: Free access to guides, webinars, and community Connect with Us: Listen on Spotify, Apple Podcasts, YouTube, and all major platforms. Next Steps On Your WealthBuilding Journey:   Join the WealthBuilders Facebook Community Schedule a 1:1 call with one of our team Become a member of WealthBuilders If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

Welcome to the ENT!What are some of the keys to the most successful family office? Family offices have this mystique; some people think only the multi-billionaire families need one. Yet, the key reasons families create family office are shared by many families:namely asset protection and confidentiality. Learn about the different types of offices and what might best suit your family's needs. Do you want my own consigliere, like Frank from the Godfather? If you've seen one family office, you have seen one family office. You can make a big impact! Learn some of the ways.As always, it is good to have an expert on your side. Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) 473-7644nmerrill@goodspeedmerrill.comTaylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008tsmith@goodspeedmerrill.comwww.goodspeedmerrill.com Jeff Krommendyk, Insurance ExpertWorking with business owners and successful families in transferring riskOne Digital Insurance Agency(303) 730-2327jeff.krommendyk@onedigital.comKarl FrankFinancial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxedCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) 690.5070karl@assetsandincome.comWebcasts, Podcasts, Streaming Video, Streaming AudioA&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I.A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.

  Investing and cultural differences with Remco Coerman Remco Coerman is a Strategic Advisor in Wealth Protection & International Investment Structures, specializing in helping internationally mobile individuals and families safeguard assets across jurisdictions. In this episode, we explore how investing and cultural differences shape financial decision-making, risk perception, and long-term planning strategies. Remco explains that successful cross-border structuring is not just about tax efficiency or legal vehicles, but also about understanding how investing and cultural differences influence trust, governance, and intergenerational wealth transfer. Drawing on decades of experience, he outlines practical frameworks for aligning strategy with mindset, demonstrating why mastering investing and cultural differences is essential in a globalized financial landscape. His tips to become more culturally competent are: Listen to the other person (we're both Dutch and we're right), keep your mouth shut. Keep your own opinion to yourself. "If you ask me..." but nobody wants to hear this, and nobody is asking you. Look for a life partner outside your own country. It will give you a wealth of experience. Links mentioned in the podcast: https://www.epicedges.group https://www.linkedin.com/in/remcocoerman/ Want to avoid the most common mistakes when working internationally? Read this article. Investing and cultural differences with Remco Coerman More stories and culture can be found here. Culture Matters The Culture Matters Podcast on International Business & Management Podcast Build your Cultural Competence, listen to interesting stories, learn about the cultural pitfalls and how to avoid them, and get the Global perspective here at the Culture Matters podcast on International Business. We help you understand Cultural Diversity better by interviewing real people with real experiences. Every episode there is an interview with a prominent guest, who will tell his or her story and share international experiences. Helping you develop your cultural competence. Welcome to this culture podcast and management podcast. To Subscribe to this Management Podcast, Click here. The Culture Matters Culture Podcast. Available on iTunes and Stitcher Radio Click here to get the podcast on Spotify Talk to your Amazon Alexa and listen to the Podcast Listen directly on Amazon If you have a minute, please leave me an honest rating and review on iTunes by clicking here. It will help the visibility and the ranking of this culture podcast on iTunes immensely! A BIG THANK YOU! Enjoy this FREE culture podcast! Music: Song title - Bensound.com More Ways of Listening: Get a Taste of How Chris Presents, Watch his TEDx Talk     Name Email Address Phone Number Message 2 + 2 = Send Call Direct: +32476524957   European Office (Paris) Whatsapp: +32476524957   The Americas (USA; Atlanta, GA; también en Español):  +1 678 301 8369 Book Chris Smit as a Speaker If you're looking for an Engaging, Exciting, and Interactive speaker on the subject of Intercultural Management & Awareness you came to the right place. Chris has spoken at hundreds of events and to thousands of people on the subject of Cultural Diversity & Cultural Competence. This is What Others Say About Chris: “Very Interactive and Engaging” “In little time he knew how to get the audience inspired and connected to his story” “His ability to make large groups of participants quickly and adequately aware of the huge impact of cultural differences is excellent” “Chris is a dedicated and inspirational professional” In addition, his presentations can cover specific topics cultural topics, or generally on Cultural differences. Presentations can vary anywhere from 20 minutes to 2 hours and are given worldwide. Book Chris now by simply sending an email. Click here to do so. Read more about what Chris can do for you. Percentage of People Rating a Presentation as Excellent 86% 86% Rating the Presentation as Practical 89% 89% Applicability of Chris' presentation 90% 90% About Peter van der Lende Peter has joined forces with Culture Matters. Because he has years and years of international business development experience joining forces therefore only seemed logical. Being born and raised in the Netherlands, he has lived in more than 9 countries of which most were in Latin America. He currently lives in Atlanta, Georgia (USA) with his family. You can find out more at https://expand360.com/ Or find out what Peter can do for you here.

Make sure to check out www.wealthlitigated.comDivorce is never just emotional — it's financial, strategic, and often incredibly complex, especially when businesses and significant assets are involved.In this episode, Certified Financial Planner™ David Chudyk sits down with legal educator and wealth-dispute expert Kelly Lise Murray to unpack the real financial realities behind divorce. Together, they explore how assets are discovered, valued, negotiated, and divided — and why business owners must think proactively about recordkeeping, planning, and professional guidance long before a legal dispute ever begins.Whether you're a business owner, investor, or simply someone who wants to protect what you've built, this conversation provides powerful insights into how wealth decisions are made when relationships change.

Send a textWealth builds empires but it also paints a target on your back. In this eye-opening episode, we dive into the unseen threats facing high-net-worth individuals and their families. From manipulative caretakers to sympathy scams and digital invasions, you'll hear real stories,some painfully personal of estates under attack. Learn the actionable steps ultra-wealthy families are taking to defend their legacy, avoid courtroom disasters, and lock down their financial future.This isn't just about money, it's about awareness, defense, and staying one step ahead. If you've built wealth or are managing aging relatives with assets, this episode could save you millions.https://familyoffices.com/

Do I want a family office?Learn what successful families do to simplify their financial lives. You can create a virtual family office, a multi-family office or your own private family office. Learn about the benefits, including having experts in tax, legal, investment, philanthropy, governance, insurance, trustee work, and therapists too. Learn about some of the key reasons families create family office, namely asset protection and confidentiality.As always, it is good to have an expert on your side.  Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) 473-7644nmerrill@goodspeedmerrill.comTaylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008tsmith@goodspeedmerrill.comwww.goodspeedmerrill.com Jeff Krommendyk, Insurance ExpertWorking with business owners and successful families in transferring riskOne Digital Insurance Agency(303) 730-2327jeff.krommendyk@onedigital.comKarl FrankFinancial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxedCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) 690.5070karl@assetsandincome.comWebcasts, Podcasts, Streaming Video, Streaming AudioA&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I.A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.

India's precious metals explosion defies gravity as equities stumble. While the Nifty crawls at 10.5% and bleeds 4% this year, gold has rocketed from $2,700 to over $5,000. Silver from $28 to $100. That's a 200% surge in twelve months. Geopolitical chaos, tariff wars, and safe-haven demand are fueling this unprecedented rally. In this episode, host Kairavi Lukka talks to Naveen Mathur, Director - Commodities & Currencies, Anand Rathi Share and Stock Brokers Ltd, who warns: gold remains your portfolio anchor, but silver's volatility demands caution. With targets eyeing $5,500 for gold and ₹3.45 lakh/kg for silver, the question isn't whether precious metals outshine stocks, but whether investors can stomach the wild swings ahead. The metals revolution is here.You can follow Kairavi Lukka on his social media:X and LinkedinCheck out other interesting episodes like: When Grinch Almost Stole Gig Workers' Christmas, How Will a Volatile ₹ Impact You in 2026?, How Quick Commerce is Triggering a Health Crisis for Gen Z, India’s Labour Law Reboot, Viral to Valuation: Building Women’s Cricket as a Brand and much more. Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.See omnystudio.com/listener for privacy information.

Rondi Lambeth is a nationally recognized financial strategist, award-winning TV and radio host, and bestselling author featured on ABC, CBS, CNN, FOX News, and NBC. As a leading expert in credit optimization, corporate structuring, tax strategy, and asset protection, he has helped tens of thousands of entrepreneurs and high-net-worth individuals reduce taxes, protect assets, and build long-term wealth. He is also a sought-after speaker who has shared his expertise on major stages, including Harvard. Rondi began his career in service as a military member and 15-year firefighter, earning Firefighter of the Year in 1998 and responding to the Columbine tragedy. After losing his younger brother to financial stress, he committed himself to helping others avoid similar hardship through financial education and empowerment. In 2007, he founded Fortress Credit Pro, helping clients eliminate over $50 million in debt and improve their financial standing. Today, through his elite concierge advisory and his School of Wealth podcast, Rondi equips people with proven strategies to maximize credit, minimize taxes, and protect their wealth. During the show we discuss: Proven legal strategies to minimize taxes while protecting personal and business assets How entrepreneurs can reduce debt while improving cash flow and financial flexibility What elite-level concierge credit optimization looks like for high-net-worth individuals Foundational steps for building, protecting, and preserving a long-term financial legacy The importance of proper corporate structure in reducing liability and tax exposure Why mentorship accelerates smarter wealth decisions for entrepreneurs and investors How the School of Wealth podcast educates listeners on legal tax strategies, asset protection, and financial intelligence Resources:https://rondilambeth.com/ https://winningthetaxgame.com/

Dr. Jerome Corsi breaks down a major U.S. Supreme Court ruling that could permanently change how election integrity cases are litigated across the country.Dr. Corsi analyzes the Court's decision in Bost v. Illinois State Board of Elections, which affirms that candidates for federal office now have legal standing to challenge unlawful election rules before an election takes place. This ruling overturns years of precedent that blocked election lawsuits by claiming no one had standing to sue — a legal barrier that shut down nearly all election challenges after 2020. At the center of the case is Illinois' rule allowing mail-in ballots to be counted for up to two weeks after Election Day. Dr. Corsi explains why such extensions create systemic vulnerabilities and open the door to fraud, manipulation, and post-election ballot manufacturing.He then connects this ruling to broader evidence of voter-roll corruption, algorithmic manipulation, illegal immigrant registrations, and mail-in ballot abuse across multiple states — arguing that this decision finally allows courts to hear cases that were previously dismissed without review. 

Dr. Jerome Corsi delivers a sweeping analysis of cultural upheaval, institutional breakdown, and geopolitical realignment as the United States and the world enter what he describes as a decisive historical moment.Dr. Corsi begins by examining a pivotal U.S. Supreme Court oral argument on sex-based protections in women's sports, highlighting the legal confusion surrounding modern gender ideology and its implications for equal-protection law. He argues that the Court's struggle reflects a broader cultural crisis where biological reality is increasingly denied in favor of subjective ideology. CN 1 15The discussion expands into a broader critique of neo-Marxist ideology, activist media narratives, and the collapse of traditional feminist principles. Dr. Corsi connects these trends to the erosion of family structure, rising social instability, and the loss of objective standards in law, education, and public policy.

Dr. Jerome Corsi delivers a blunt assessment of escalating unrest inside the United States and the global forces he argues are driving it.Dr. Corsi examines the surge of violent street protests, attacks on ICE and law enforcement, and the re-emergence of organized radical movements using tactics drawn from Marxist and Maoist revolutionary playbooks. He explains how media narratives, activist journalism, and coordinated NGO funding are used to reshape public perception while shielding destructive behavior from accountability. The discussion traces how modern protest movements differ fundamentally from historical civil-rights demonstrations, arguing that today's unrest is engineered to destabilize institutions rather than reform them. Dr. Corsi connects these tactics to decades-old ideological strategies designed to fracture families, undermine national identity, and erode trust in government, law enforcement, and elections.

Does your CPA really know how to properly tax pan? Mike Canet & Ryan Herbert dive into real stories of retirees and business owners who trusted advisors only to discover costly mistakes in their financial and tax planning. They reveal how a second opinion saved one client over $15 million in taxes and helped another family untangle a web of annuities. Learn why “going along” isn’t always in your best interest, and how proactive planning can protect your wealth. Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call Follow us for more helpful insights:

Key Topics Covered:1. Budget Headlines & Tax ChangesMore taxes on recurring income, dividends, and savingsBusiness owners face higher dividend charges and new limits on passing businesses to heirsEmployee Ownership Trusts (EOTs) and Business Property Relief (BPR) now have stricter tax limits2. Impact on Pensions & InvestmentsState Pension increase staysLimit on salary sacrifice for pensionsLower Cash Individual Savings Account [ISA] limits for under 65sHigher taxes on investment products3. Practical Advice for Wealth BuildersDiversify across the “seven pillars of wealth” and focus on recurring, controllable incomeUse tax-advantaged structures (like SSAS pensions) and keep an eye on changing rulesPay close attention to recurring expenses, tax, fees, and debts – control what you can4. Action Steps & ToolsDon't get overwhelmed – take small, regular actions each monthUse WealthBuilders' free budget guide, calculators, and resources for clarityExecutors now have 15 months (instead of 6) to report pensions for inheritance tax, but tax is still due in 6 months – plan aheadActionable TakeawaysReview how the new budget changes affect your income, business, and retirement plansMake use of tax reliefs and allowances while they last, especially if you're a business ownerStay proactive: download guides, use calculators, and get advice tailored to your situationDon't let complexity stop you – small, consistent steps lead to more control and certainty Resources & Next StepsAccess our WealthBuilders' Autumn Budget Report 2025Check your State Pension forecastCalculate your Inheritance Tax Bill - Free Online CalculatorDownload our FREE Pensions and Inheritance Tax GuideWealthBuilders Membership: Free access to guides, webinars, and communityConnect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.Next Steps On Your WealthBuilding Journey:  Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!

We'd love to hear from you. What are your thoughts and questions?The conversation delves into the multifaceted nature of energy investing, emphasizing its role in wealth protection and intelligent diversification. It highlights the urgency of tax planning for 2025, urging listeners to take action before time runs out. The discussion also touches on the importance of diversifying investments beyond traditional markets like stocks and real estate.Main Points:John's insights remind us that energy investing isn't just about oil and gas, but it's about building enduring value, protecting wealth, and aligning our financial strategy with intelligent diversification.There is still time to make a meaningful impact on your 2025 tax plan, but time is running out.Now is the moment to act and finalize your tax planning for 2025.Gulf Coast Western can show you how to save tax dollars from going to the government.True diversification goes beyond stocks, bonds, and real estate markets.Energy investments can provide a hedge against inflation and market volatility.Investing in energy can lead to long-term financial stability.Understanding the tax implications of investments is crucial for wealth management.Diversification is key to reducing risk in investment portfolios.Proactive tax planning can lead to significant savings.Connect with John Engel:https://www.linkedin.com/in/john-engel-6aba212bb/johne@gulfcoastwestern.comwww.gulfcoastwestern.com

Join Nick Lamagna on The A Game Podcast with his guest Stewart Pelto a Bitcoin  investor and educator, entrepreneur and podcast host who came from a background in politics, marketing, tech and cyber security sales which gave him a unique perspective to see what the catalysts in the world are and Bitcoin caught his attention. Fighting out of Raleigh North Carolina he is now the co-creator of the podcast Sat Chats where he helps the rookie reluctant crypto investors from the pre-coiners to the savers,to the investors to the mom and pop living paycheck to paycheck they help dispel the common misconceptions and get you going in your bitcoin journey with confidence  He is a Bitcoin dad, he is an Icelandic stone lifter and is on a mission to be the Gateway to Bitcoin for everyday people as the Bitcoin beginner welcome center.  Don't miss this chat with Stewart Pelto! Topics for this episode include: ✅  The best long term strategy for buying Bitcoin ✅  The most common mistakes about Bitcoin ✅  What are some of the cool future things for Bitcoin ✅  Why Bitcoin stands out from other crypto + More!  See the show notes to connect with all things Stewart!   Connect with Stewart: Stewart Pelto on LinkedIn   Connect with Sat Chats: www.satchats.com SatChats on Facebook Satchats on Instagram Satchats on Threads Satchats on Youtube Sat Chats on Twitter Sat Chats on LinkedIn   --- Connect with Nick Lamagna www.nicknicknick.com Text Nick (516)540-5733 Connect on ALL Social Media and Podcast Platforms Here FREE Checklist on how to bring more value to your buyers      

For episode 641 of the BlockHash Podcast, host Brandon Zemp is joined by Peter von Irle, Co-founder & Managing Partner at Sullivan Hart.When you engage Sullivan Hart, you're not buying services—you're securing minds obsessed with the interplay between macro forces and your specific situation. It's the necessary mindset for crafting wealth architecture that withstands both scrutiny and turbulence.Sullivan Hart immerses themselves in global patterns to extract insights for your individual circumstances, identifies threats before they become obvious and evaluates your structure against emerging challenges. ⏳ Timestamps: (0:00) Introduction(0:52) Who is Peter von Irle?(1:58) What is Sullivan Hart?(6:45) Steps to a proper corporate structure in Web3(9:14) Sullivan Hart plans for 2026(11:55) Contact Sullivan Hart 

In this powerful episode, financial strategist and bestselling author Lance Mays joins us to reveal the real secrets behind wealth preservation, zero-tax retirement planning, and protecting your financial future.

Key Topics Covered:1. What Changes in April 2027Unused pensions will count towards inheritance tax.Anything above the tax-free limit may be taxed at 40%.More families will be affected due to frozen allowances.2. Executors, Lost Pensions and Hidden TrapsNew burdens and risks for executors who must locate and report all pensions.The scale of “lost pensions” and how to track them down.When to consider consolidating multiple pots and when to seek advice.3. Income vs Capital and Smart GiftingIHT as a tax on capital, not income.Annual allowances, the 7‑year rule and “gifts with reservation”.How gifts out of surplus income can be unlimited and IHT‑free if well documented.4. Pensions, Annuities and Who's AffectedWhich pensions are not treated as capital (state, final salary, annuities).Which are caught by the new rules (personal pensions, SIPPs, SSAS, DC workplace schemes).Pros and cons of using annuities to swap capital for income.5. SSAS Pensions and Multi‑Generational PlanningWhat a SSAS is and who can qualify (limited company owners).Using SSAS to consolidate pots, invest entrepreneurially and involve adult children.Strategies like contributions for children, earmarking and loanback to shift value down the bloodline.6. Life Cover, Wills and the Family Wealth FortressWhy life insurance should be written in trust to avoid swelling your estate.Using whole‑of‑life, second‑death cover to fund an inevitable IHT bill.The basics everyone should have in place: will, LPAs, and an annual “estate stock take”.Actionable Takeaways:Assume the 2027 rules will affect you if you have pensions and other assets – start planning now.Calculate your current estate and repeat annually to see how close you are to IHT thresholds.Trace and tidy up old pensions; don't leave a mess for your executors.Learn the difference between gifting capital and gifting surplus income – and document income gifts carefully.Review life cover and trusts; consider SSAS if you're a business owner wanting to build and pass on wealth efficiently.Resources & Next Steps:Join the Waitlist and Get Your Free Inheritance Tax & Pensions Guide - Be the first to receive this essential guide as soon as it's readyWealthBuilders Membership: Free access to guides, webinars, and communityConnect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.Next Steps On Your WealthBuilding Journey:  Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!

Money is not the villain. Money is a tool. In this powerful episode of She Believed She Could™, host Allison Walsh sits down with Tinja Anderson — business strategist, financial consultant, former Division I All-American athlete, and Miss Texas International 2022 — to talk about money mindset, exit planning, and the pursuit of excellence in life and business.Tinja shares how a difficult life transition sparked her pivot into finance, why most founders need a true financial consultant rather than a one-size-fits-all product, and how to think like an operator who builds to grow, harvest, and exit. We cover cash flow, tax-efficient strategies, risk protection, decentralizing the owner to increase valuation, and practical steps to move from analysis paralysis to informed action.You will learn:Why reframing “money talk” changes your ability to build wealth and impactHow to protect cash flow and make tax-efficient decisions as you scaleThe role of exit planning and succession in maximizing your multipleWhat to ask an advisor so you get strategy, not just productsHow to build confidence by putting in reps and pursuing excellence dailyChapters:00:00 – Welcome to She Believed She Could™ with Allison Walsh01:15 – Meet Tinja Anderson: athlete, strategist, and financial consultant04:00 – From divorce to defining a new mission around money07:10 – How Tinja pivoted from consulting to finance10:35 – Redefining excellence and the power of the pursuit13:50 – Growing up with high expectations and learning discipline17:00 – Facing imposter syndrome and thriving in male-dominated industries20:25 – How to navigate rooms full of powerful women23:00 – Why most entrepreneurs need a financial consultant, not a salesperson26:15 – Building a business to grow, harvest, and exit efficiently29:40 – Talking about money with confidence and clarity32:30 – Understanding tax strategies, risk protection, and cash flow35:00 – Inside her podcast Pursuit of Excellence and how it began37:20 – Tinja's upcoming book Boundaries and Bullshit39:10 – What confidence really means and how to build it40:25 – Who inspires Tinja and where to connect with herConnect with Tinja:Instagram → @tinjaandersonCheck out Tinja's podcast "The Pursuit of Excellence" here: pursuitofexcellencepodcast.comConnect with Allison:Instagram → @allisonwalshLearn more about the Impact Brand Accelerator → www.allisonwalshconsulting.com/freebies

We'd love to hear from you. What are your thoughts and questions?In this enlightening conversation, Collin Plume shares his journey into the world of precious metals, particularly silver, and discusses its significance as a wealth protection tool. He elaborates on the industrial uses of silver, its recent price surge, and the long-term investment strategies that can benefit investors. The discussion also touches on the role of central banks in the silver market and offers practical steps for new investors looking to diversify their portfolios with silver.Main Points: Collin's journey into precious metals began with his grandfather's gift of silver coins.Gold and silver are considered real money, unlike fiat currency.The demand for silver is driven by over 10,000 industrial uses.Recent price surges in silver are influenced by geopolitical factors and market sentiment.Investing in silver can provide a hedge against economic uncertainty.Central banks are increasingly buying gold and silver as a strategic investment.Silver's industrial demand is expected to grow, leading to potential shortages.Investors should consider the long-term value of silver rather than short-term fluctuations.Building a relationship with a trusted investment firm is crucial for new investors.Physical ownership of silver offers a tangible asset in an increasingly digital world.Connect with Collin Plume:https://www.linkedin.com/company/noble-gold-investments/posts/?feedView=allhttps://www.facebook.com/NobleGoldInvestments?mibextid=wwXIfrhttps://www.instagram.com/noblegoldinvestments?igsh=NTc4MTIwNjQ2YQ==X: @NobleGoldIRAhttps://www.youtube.com/@NobleGoldhttps://www.tiktok.com/@noblegoldinvestments

Three Essential Principles for Protecting Your Wealth in Today's Market Markets are at record highs again. If you've been diligently dollar-cost averaging into your 401(k) for years, watching your portfolio […] The post Three Essential Wealth Protection Principles from Psychology of Money | Dupree Financial Group appeared first on Dupree Financial.

Scott is the President & founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses.He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.Scott lives in Bucks County, PA, with his wife and children.Learn more: http://www.edelmanwealthmanagement.com/Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic WealthInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-wealth-protection

Scott is the President & founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses.He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.Scott lives in Bucks County, PA, with his wife and children.Learn more: http://www.edelmanwealthmanagement.com/Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic WealthInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-wealth-protection

In this episode, Brittney and Autumn dive into the senior real estate market! A space where compassion, patience, and expertise truly make all the difference. They share how they've built meaningful relationships with older clients and their families, guiding them through major transitions with care and confidence. From rightsizing to navigating estate needs, Brittney and Autumn talk about what it takes to serve this community well, the emotional side of the process, and why connection is at the heart of every transaction.Whether you're an agent looking to better support senior clients or simply curious about this growing market, this conversation offers thoughtful insight, practical advice, and a whole lot of heart.You can find Brittney & Autumn on Instagram or Facebook!@Brittneyyourrebestie@Autumnstamsonrealtor

Marquett Burton is building a Training Center to be catalyst for global revolution. Support via Venmo: @MarquettDavonSupport: https://donate.stripe.com/4gM9ATgXFcRx5Tf4rw0x200Become a member: https://thesasn.com/membership-account/membership-levels/Support with Bitcoin: BTC Deposit address: 3NtpN3eGwcmAgq1AYJsp7aV7QzQDeE9uwdMy Book: https://www.amazon.com/Black-Box-Marquett-Burton/dp/0578745062https://www.gofundme.com/f/support-marquett-burtons-training-centerBook Consultation: https://cozycal.com/sasn#Marquettism #FinancialFreedom #Entrepreneurship #Marquettdavon #Wealth #FoundationalBlackAmerican #Leadership #Deen #business #relationships #money

We are baaaaaaaackkk. Join us for a wide-ranging episode as the hosts catch up after two weeks apart and dive into major life updates, including Joe's engagement story and a candid discussion about miscarriage and wedding planning. The conversation shifts to debates on business coaching, online courses, and the realities of entrepreneurship, before exploring estate planning, taxes, and the challenges of generational wealth. The crew also covers trending topics like the Las Vegas Sphere, Apple's latest tech, and the future of gaming with GTA 6. Along the way, they share personal stories, reflect on parenthood, and discuss the evolving landscape of relationships, technology, and culture. Whether you're here for laughs, insights, or just to hang out, this episode has something for everyone!

We'd love to hear from you. What are your thoughts and questions?In this conversation, Allen Lomax and Scott Smith discuss the critical importance of legal protection in wealth building, emphasizing that a strong portfolio is only as secure as its weakest link. Scott shares his personal journey from being a litigator to creating Royal Legal Solutions, a firm dedicated to helping investors protect their assets through comprehensive legal strategies. They explore the complexities of insurance, the ethical considerations in financial planning, and the necessity of a solid legal foundation for long-term financial freedom. The discussion highlights the need for a shift in mindset from merely chasing returns to prioritizing stability and protection.Main Points:A single lawsuit can wipe out your portfolio overnight.Legal protection is the missing piece in wealth building plans.True wealth is about what you keep, not just what you earn.Insurance companies often deny coverage when it matters most.A strong umbrella policy is essential for asset protection.Saving money on taxes is the best investment you can make.Life is about the journey, not just accumulating wealth.Visual diagrams help in understanding complex legal structures.People often neglect the importance of estate planning.A holistic approach to asset protection is crucial for success.Connect with Scott Smith:scott@royallegalsolutions.comhttps://www.linkedin.com/in/scottroyalsmith/royallegalsolutions.comhttps://www.facebook.com/royallegalsolutions/https://www.linkedin.com/company/royal-legal-solutions/

In this episode of THE FINANCIAL COMMUTE, host Chris Galeski and Financial Planning Associate Ian Rennick dig into a shiny subject—gold. Is it a smart investment today? Should you own it in your portfolio, and if so, how much? Tune in if you're interested in:Why central banks around the world are buying record amounts of goldHow gold can help protect your portfolio from inflation and market volatilityWhat percentage of your portfolio should be in gold—and where to keep itThe historical power of gold as a long-term store of valueHow today's economic and geopolitical climate could impact the value of the U.S. dollar

Hello all,    I recently had cataract surgery in both eyes, and my eyes get tired if I look at the computer too long.  I need to take breaks while recovering. Instead of discussing shared and individual LTC annuities this week, I need to share an episode that was aired last summer. This will remind you how LTC annuities can help both protect your family if you need extended care and also eliminate all those gains on your non-IRA annuities you've been holding on to because you don't want to pay more in taxes.   LTC annuities have very few health questions and are more easily approved.   Schedule with me to learn how you can avoid sharing your annuity earnings with Uncle Sam.

In this interview, Kevin Whelan and Manish Kataria delve into the intricacies of SSAS pension, exploring how it can serve as a powerful financial tool for business owners. They discuss the importance of taking action in financial planning, the benefits of collaboration in wealth building, and the implications of inheritance tax on financial strategies. The conversation emphasises the need for financial education and the potential of SSAS pensions to create wealth now, rather than just serving as a retirement fund. In this episode, Kevin speaks about the importance of recurring income, effective financial planning, and the significance of protecting wealth through wills and insurance.  Key Takeaways:Momentum is Better than Meditation: Don't wait for the perfect time—take small actions now to build confidence and results.Nobody Will Ever Care About Your Money More Than You: Taking personal responsibility is at the heart of successful wealth-building.SSAS Pensions Offer Unique Control and Flexibility: Ideal for business owners looking to invest in property, business, or even lend to their own company.Keep It Simple: Simplicity in your finances and investment strategy often leads to better results than chasing complexity.Plan for Both Wealth Creation and Protection: Wills, powers of attorney, and insurance are essential tools for safeguarding your family's future.Focus on Recurring Income: Building assets that pay you every month is the key to long-term financial independence. Resources Mentioned In This Episode:Manish Kataria (LinkedIn)Government Pension Tracing Service (for lost pensions)Connect with WealthBuildersListen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform.

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 hereHow soon can you actually use your high early cash value participating whole life insurance policy to invest? Days, months or YEARS?If you're an ambitious real estate investor or incorporated business owner in Canada, you've likely heard about permanent insurance as a wealth-building tool. But the big question is: can you access your capital fast enough to make it worth it—especially when new opportunities are knocking? This episode unpacks that exact scenario and clears up one of the biggest misconceptions that might be keeping you on the sidelines.Listen in to discover:Exactly how soon you can leverage high early cash value permanent insurance for investingHow backdating your policy could double your cash value access right out of the gateThe smart way to balance short-term opportunity with long-term wealth growth—even if you're just startingHit play now to find out how to unlock capital quickly from your insurance policy—so you can stop missing opportunities and start multiplying your wealth.If you're a business owner ready to move from asset accumulation to tax-optimized wealth building, hit play now—this episode lays out the roadmap.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 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 client case study, we explore how a Canadian business owner leveraged a high early cash value permanent insurance policy as part of their broader wealth building and financial planning strategy. By using corporate assets to fund a participating whole life insurance policy, the client was able to access a portion of the cash value within weeks, allowing them to reinvest in a real estate opportunity—demonstrating the powerful intersection of inReady 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.

Become a Client: https://nomadcapitalist.com/apply/ Get our free Weekly Rundown newsletter and be the first to hear about breaking news and offers:https://nomadcapitalist.com/email Join us for the next Nomad Capitalist Live event: https://nomadcapitalist.com/live/ Worried about the future of your wealth in the US? Wealthy Americans are moving hundreds of millions of dollars out of US banks—fearing political instability, capital controls, and rising financial restrictions. In this episode, Mr. Henderson breaks down what's really happening behind the headlines, explains the mistake most people are making, and shares smarter, more strategic ways to diversify your money globally. Nomad Capitalist helps clients "go where you're treated best." We are the world's most sought-after firm for offshore tax planning, dual citizenship, international diversification, and asset protection. We use legal and ethical strategies and work exclusively with seven- and eight-figure entrepreneurs and investors. We create and execute holistic, multi-jurisdictional Plans that help clients keep more of their wealth, increase their personal freedom, and protect their families and wealth against threats in their home country. No other firm offers clients access to more potential options to relocate to, bank in, or become a citizen of. Because we do not focus only on one or a handful of countries, we can offer unbiased advice where others can't. Become Our Client: https://nomadcapitalist.com/apply/ Our Website: http://www.nomadcapitalist.com/ About Our Company: https://nomadcapitalist.com/about/ Buy Mr. Henderson's Book: https://nomadcapitalist.com/book/ DISCLAIMER: The information in this episode should not be considered tax, financial, investment, or any kind of professional advice. Only a professional diagnosis of your specific situation can determine which strategies are appropriate for your needs. Nomad Capitalist can and does not provide advice unless/until engaged by you.

In this episode of The She Believed She Could podcast, host Allison Walsh sits down with financial strategist Michelle Taylor, founder of Women in Wealth, to talk about the keys to financial empowerment for ambitious women. Michelle shares expert advice on wealth-building, tax strategies, investment planning, and estate protection, helping you take control of your financial future. Whether you're a business owner, executive, or someone ready to make smarter money moves, this conversation will give you the tools to build lasting wealth, gain financial confidence, and create a legacy that lasts for generations.

EP 121 - In this episode of The Share the Wealth Show, host Nicole Pendergrass welcomes Brittany Hymes, the visionary behind Crown Wells Bank. Brittany shares her bold mission to launch a Black-owned bank, offering both brick-and-mortar and online financial services. Despite the challenges of regulatory approvals and industry experience, she's pushing forward with strategic partnerships and a long-term vision for financial empowerment.Key takeaways include:

Few things are as nerve-wracking as receiving an IRS audit notice—but how do audits really work, and what can you do to protect yourself? In this episode of Absolute Trust Talk, Kirsten Howe sits down with Anthony Kim, a former IRS Chief Counsel Attorney with 26+ years of experience, to reveal the truth behind IRS audits. Tony, who has litigated complex tax cases for the U.S. Treasury Department and represented Fortune 500 companies and high-net-worth individuals at Ernst & Young, shares insider knowledge on what triggers audits, the IRS selection process, and how to avoid common red flags. You'll learn why IRS audits are rarer than you think, the top mistakes taxpayers make, and why choosing the right representative—CPA or tax attorney?—could make or break your case. Plus, Tony drops a little-known IRS tip that could save you from missed notices and financial headaches. Don't leave your financial future to chance! Listen now to get expert advice on navigating an IRS audit with confidence.   Time-stamped Show Notes: 0:00 Introduction 0:57 Meet Anthony Kim: Former IRS Chief Counsel Attorney & tax expert 3:42 What triggers an IRS audit? Common red flags explained. 6:28 Whistleblower reports and third-party mismatches—how they lead to audits 7:46 The truth about audit risk: How rare are they, really? 8:43 Step one: How the IRS contacts you—don't fall for scams! 10:00 The one IRS form every taxpayer should file after moving 11:00 The biggest mistake taxpayers make—what NOT to say in an audit 15:32 The worst-case audit scenarios and how to avoid them 16:49 Why even a low-risk audit could turn into a criminal case 17:24 Who should represent you in an audit? CPA vs. tax attorney debate 21:38 What happens at the end of an audit—how decisions are made 22:47 How to challenge an IRS audit decision and file a protest letter

While most people assume divorce is the leading cause of wealth loss, unplanned health incidents are actually the number one destroyer of wealth worldwide. Financial expert Loral Langemeier highlights the critical connection between maintaining both health and wealth.In this compelling conversation with Dr. Philip Ovadia, Loral draws powerful parallels between achieving physical and financial health. NOTABLE QUOTE"Health and wealth are both by design and by intention, not just by casual behavior. It just doesn't casually happen."Loral Langemeier contact infoWebsite: https://askloral.com/Send Dr. Ovadia a Text Message. (If you want a response, include your contact information.) Joburg MeatsKeto/Carnivore-friendly meat snacks. Tasty+Clean. 4 ingredients. Use code “iFixHearts” to save 15%. Chances are, you wouldn't be listening to this podcast if you didn't need to change your life and get healthier. So take action right now. Book a call with Dr. Ovadia's team. One small step in the right direction is all it takes to get started. Stay Off My Operating Table on X: Dr. Ovadia: @iFixHearts Jack Heald: @JackHeald5 Learn more: Stay Off My Operating Table on Amazon Take Dr. Ovadia's metabolic health quiz: iFixHearts Dr. Ovadia's website: Ovadia Heart Health Jack Heald's website: CultYourBrand.com Theme Song : Rage AgainstWritten & Performed by Logan Gritton & Colin Gailey(c) 2016 Mercury Retro RecordingsAny use of this intellectual property for text and data mining or computational analysis including as training material for artificial intelligence systems is strictly prohibited without express written consent from Dr. Philip Ovadia.

Get the Midterm Rental Insurance Blueprint: https://experimentrealestate.com/#blueprintWelcome to the lab. Today, we're joined by Kendal Cann, a financial expert dedicated to educating families and entrepreneurs on building wealth and securing their financial futures. Growing up immersed in the financial industry, Kendal developed a deep understanding of budgeting, investing, and wealth preservation from an early age. She became a fully licensed financial professional before the age of 23 and has since focused on helping high earners and entrepreneurs align their personal and business financial strategies for long-term success.In this episode, Kendal breaks down the key pillars of financial defense—budgeting, cutting unnecessary expenses, and making smarter spending decisions—to help individuals avoid common money pitfalls. She shares how consumerism and subscription-based spending habits quietly eat away at wealth, and why tracking and optimizing spending is the first step toward financial stability. Kendal also dives into the importance of strategic investing, highlighting the power of Roth 401(k)s, HSAs, and real estate as essential tools for long-term wealth creation. She explains how understanding your financial foundation can help you avoid being "house poor" and why many Americans are unknowingly living paycheck to paycheck, regardless of income level.If you want to stop leaking money, make smarter investments, and create a financial game plan that actually works, this episode is for you. Tune in now to learn how to take control of your finances, optimize your investments, and build long-term wealth.HIGHLIGHTS OF THE EPISODE:18:12 Kendal talks about the era of the subscription model52:49 Kendal talks about social media and spending habitsKEEPING IT REAL:06:21 - Early exposure to finance07:54 - Financial literacy from childhood and real-world experiences10:28 - The impact of consumerism on financial health14:52 - Subscription models are draining finances22:16 - Financial boundaries for food, subscriptions, and lifestyle spending27:49 - Financial classes and how income is distributed30:11 - Homeownership can be a financial trap if done incorrectly32:57 - How social media influences spending46:21 - The impact of financial habits on long-term wealth accumulation48:00 - Key financial habits of successful individuals and couples50:36 - The importance of financial transparency in relationships54:23 - Conversations you should be having with your parents about money1:02:04 - Investing strategies: Roth 401k, HSA, and compound growth1:06:03 - How to use an HSA as a tax-free retirement tool1:10:19 - Managing personal and household finances before investing1:16:28 - Renting vs. buying1:20:45 - The importance of financial education and self-learning in 20251:22:26 - Final thoughts and key takeaways for financial success1:25:19 - We are OUT!!!CONNECT WITH THE GUESTWebsite: https://privilegedplanning.com/Linkedin: https://www.linkedin.com/in/kendalcann/Instagram: https://www.instagram.com/kendal.cann/?hl=enFacebook: https://www.facebook.com/KendalCann/Tiktok: https://www.tiktok.com/@kendal.cannLinktree:https://linktr.ee/Kendal.cann#FinancialFreedom #WealthBuilding #MoneyManagement #PersonalFinance #RealEstateInvesting

Mikkel Thorup is the Founder and Director at Expat Money™, a private consulting firm started in 2017. Mikkel hosts the popular weekly podcast, the Expat Money Show. The Expat Money Show remains among the longest-running podcasts in the global investment and offshore living category. Mikkel has also written several books including: Expat Secrets: How to Pay Zero Taxes, Live Overseas & make Piles of Money Expats Guide to Moving to Mexico Digital Nomad Visas Expat Stories Wealth, Freedom & Passports Conference Subscribe to John's Finding Freedom Show solo feed to listen to “Pursuit of Freedom,” which is a new podcast series where John shares the highs and lows of his entrepreneurial journey. Listen and Subscribe on Apple Podcasts and Spotify. Follow the Lions of Liberty: Twitter Rumble YouTube Instagram Telegram Get access to all of our bonus audio content, livestreams, behind-the-scenes segments and more for as little as $5 per month by joining the Lions of Liberty Pride on Patreon OR support us on Locals! Check out our merchandise at the Lions of Liberty Store for all of our awesome t-shirts, mugs and hats! Learn more about your ad choices. Visit megaphone.fm/adchoices

Mikkel Thorup is the Founder and Director at Expat Money™, a private consulting firm started in 2017. Mikkel hosts the popular weekly podcast, the Expat Money Show. The Expat Money Show remains among the longest-running podcasts in the global investment and offshore living category. Mikkel has also written several books including: Expat Secrets: How to Pay Zero Taxes, Live Overseas & make Piles of Money Expats Guide to Moving to Mexico Digital Nomad Visas Expat Stories Wealth, Freedom & Passports Conference Subscribe to John's Finding Freedom Show solo feed to listen to “Pursuit of Freedom,” which is a new podcast series where John shares the highs and lows of his entrepreneurial journey. Listen and Subscribe on Apple Podcasts and Spotify. Follow the Lions of Liberty: Twitter Rumble YouTube Instagram Telegram Get access to all of our bonus audio content, livestreams, behind-the-scenes segments and more for as little as $5 per month by joining the Lions of Liberty Pride on Patreon OR support us on Locals! Check out our merchandise at the Lions of Liberty Store for all of our awesome t-shirts, mugs and hats! Learn more about your ad choices. Visit megaphone.fm/adchoices

Blake Harris discusses offshore trusts and legal strategies for high-net-worth individuals. Blake is the founder of Blake Harris Law and has been recognized as a "Rising Star" by Super Lawyers Magazine. You've seen his work featured in publications like Forbes. Listen for three action items you can use today. Host, Kevin Craine Do you want to be a guest? https://Everyday-MBA.com/guest This episode is supported by the Naveen Jindal School of Management 

Tonight on The Carl Jackson Show LIVE, Carl discusses his reaction to the Trump-Elon Musk interview and highlights the importance of sharing it with people who may not be Trump supporters. He praises Trump's fluidity and knowledge during the interview and emphasizes the need for Trump to be likable in order to win the election. Carl also touches on the topics of Kamala Harris, crime, and the incompetence of government. In this conversation, and discusses various topics including the Secret Service breaking into a hair salon, the potential dangers of a Kamala Harris administration, the threat of extradition for Americans in the UK, the importance of free speech, and the impact of Proposition 47 in California. He also highlights an interview between Donald Trump and Elon Musk, as well as the strong performance of JD Vance in an interview with Dana Bash. Facebook: https://www.facebook.com/carljacksonradio Twitter: https://twitter.com/carljacksonshow Parler: https://parler.com/carljacksonshow Instagram: https://www.instagram.com/thecarljacksonshow http://www.TheCarlJacksonShow.com NEW!!!! THE CARL JACKSON SHOW MERCH IS HERE. SUPPORT THE PODCAST GETTING A T-SHIRT NOW! https://carljacksonmerch.itemorder.comSee omnystudio.com/listener for privacy information.

In this episode Carl shares 6 reasons why socialism is evil and unbiblical, why Gov Tim Walz let a Covid money scam continue right under his nose, and he shares the latest Trump v. Harris polls Facebook: https://www.facebook.com/carljacksonradio Twitter: https://twitter.com/carljacksonshow Parler: https://parler.com/carljacksonshow Instagram: https://www.instagram.com/thecarljacksonshow http://www.TheCarlJacksonShow.com NEW!!!! THE CARL JACKSON SHOW MERCH IS HERE. SUPPORT THE PODCAST GETTING A T-SHIRT NOW! https://carljacksonmerch.itemorder.comSee omnystudio.com/listener for privacy information.