Podcasts about wealth protection

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.

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

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

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

In this episode of ThimbleberryU, we explore the concept of building intergenerational wealth. Amy Walls and Jon "Jag" Gay dive into the importance of ensuring your own financial independence before focusing on wealth for future generations. We begin by discussing the need to establish a solid financial foundation for yourself first, covering goals like education, retirement, and potential medical costs. This ensures that you're not only able to support your family but also secure your own future, which is a crucial first step.Once you're financially independent, the next phase is about bringing together a team of professionals—a financial advisor, tax advisor, and estate planning attorney. These experts help create a strategic plan tailored to your specific financial situation and goals. Amy explains that intergenerational wealth-building strategies should focus on both tax efficiency and long-term growth, which often means taking a more aggressive investment approach with money earmarked for future generations.Several financial tools can assist in this process. Amy mentions 529 plans for education, Roth IRAs for tax-free growth, and even life insurance policies that pass wealth tax-free. These instruments provide flexibility and potential tax advantages that help protect and grow wealth over time.A significant aspect of wealth-building is education and passing down financial wisdom. As Amy points out, financial literacy is just as important as the money itself. Teaching children and grandchildren how to manage money responsibly, giving them opportunities to practice, and allowing them to make mistakes are crucial for ensuring that the wealth you've built doesn't get squandered by future generations.We wrap by emphasizing the importance of legal protections, such as insurance and estate planning, to safeguard wealth. From umbrella liability policies to updating estate plans regularly, it's essential to have the right protections in place to ensure that your wealth transfers smoothly and securely when the time comes.Amy encourages listeners to start planning today, whether they're still in the dreaming phase or ready to take action, and to seek professional help to feel more confident in their decisions. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

In this episode of Passive Income Pilots, hosts Tait Duryea and Ryan Gibson welcome tax attorney Mark Kohler to answer popular questions on tax strategies for high-income professionals. With two decades of experience, Mark breaks down essentials from self-directed IRAs to maximizing HSAs, Roth IRAs, and other tax-advantaged accounts, plus strategies for lowering tax liability through real estate and business. With actionable insights on 1031 exchanges, Roth chunking, and creating a “family board,” listeners will learn how to structure finances for long-term growth and protection. Mark Kohler is a seasoned tax attorney, CPA, and author of four bestsellers with over 20 years of experience in legal and tax strategies for small business owners, entrepreneurs, and real estate investors. As the founder of a tax law firm and a self-directed IRA company, he brings expertise in tax structuring, asset protection, and strategic investments. Mark shares invaluable insights on maximizing tax savings for high-income professionals, helping listeners navigate complex legal frameworks to protect and grow their wealth.

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.

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.

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.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – interviews Enrique Hernandez-Pulido and Raúl Villarreal Garza – Partners at Procopio, an AmLaw 200 corporate and litigation law firm. Enrique and Raúl share insights into Procopio's success and their diverse backgrounds, contributing to a remarkable team of attorneys with licenses in the U.S. and abroad. The discussion focuses on the current political and economic environment in Mexico and the tension clients are experiencing. Enrique and Raúl discuss how Mexican clients are navigating recent developments, including the election in Mexico, which presents both opportunities and concerns. They emphasize the importance of jurisdiction selection and fiduciary duty amid the uncertainty many are feeling. As they conclude, David asks for their views on the strong push for transparency through CRS, FATCA, and CTA, balancing client privacy with regulatory demands. They also discuss the impact of the Pandora Papers and Panama Papers, defending the trust industry's stance on asset protection, privacy versus secrecy, and tax planning versus tax evasion.

Join Phil Better on the latest episode of "Invest In Yourself: the Digital Entrepreneur Podcast," as he sits down with Joseph Lombardi, the managing partner at IronHawk Financial. Discover how Joseph's humble beginnings and personal financial struggles fueled his journey to becoming a financial powerhouse, dedicated to providing security for blue-collar industries. Learn about the innovative approach outlined in his book, "Being Your Own Bank," and why successful individuals are shifting away from traditional investment accounts. Joseph also shares invaluable insights into the importance of financial diversification, leveraging different assets, and the keys to ensuring wealth stability. With real-life anecdotes, Joseph's transition from a solo entrepreneur to building a successful team, and tips for aspiring entrepreneurs, this episode is a treasure trove of financial wisdom. Don't miss out on Joseph's offer of a free copy of his book and exclusive advice on securing your financial future. Tune in for this motivational episode and start investing in yourself today!

Frank and Frankie discuss overplanning for retirement, reducing taxes and risk, and how to incorporate charitable giving into financial planning. They emphasize the importance of tax planning and explain how it can potentially help save significant amounts of money through someone's retirement years. Connect with the team at A Better Way Financial  to get a second opinion on your retirement plan today! Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”See omnystudio.com/listener for privacy information.

In this conversation, Jim interviews Chris Johnsen, a business lawyer and entrepreneur. They discuss topics such as trusts, estate planning, patterns of success, and the importance of mindset. Chris shares his journey from being a partner at a big law firm to starting his own businesses. 3 Key Takeaways: Patterns of Success: Johnsen emphasizes the significance of cultivating patterns of success from a young age. He reflects on his upbringing, highlighting the importance of frugality, financial education, and the ability to defer gratification to secure future success. Entrepreneurial Journey: Transitioning from a successful career in a prestigious law firm, Johnsen discusses the pivotal moment that led him to start his own businesses. By leveraging virtual platforms and embracing a nationwide approach, he offers legal services tailored to entrepreneurs and businesses across various sectors. Estate Planning and Asset Protection: With a focus on the intersection of financial strategies and legal expertise, Johnsen gets into the importance of estate planning and asset protection. He discusses proactive legal measures in safeguarding wealth and navigating complex financial landscapes. Chris's law firm exemplifies the modern approach to legal services, emphasizing talent over location. For those seeking legal counsel and financial wisdom, check them out!

Here is part 2 of 2 in the "blended wealth" series! I hope you enjoy it! Episode Overview In this episode we shed light on the unique financial planning and estate planning considerations for blended families, emphasizing the importance of tailored advice and open family communication to navigate these complexities successfully. Today's guests are Tim and Alexis Woodward, co-founders of Blend Wealth, a firm specializing in financial planning for blended families and business owners. If you haven't already done so, make sure you listen to episode 41: Blending and Building Wealth in a Blended Family before listening to this episode. Connect with Tim and Alexis: Instagram: https://www.instagram.com/theblendcouple/ Twitter/X: https://twitter.com/theblendcouple Facebook: https://www.facebook.com/blendwealth/ Blend Wealth: https://blendwealth.com/ Key Points 3:56 - Retirement Distribution and Wealth Preservation: Complexities of retirement distribution, wealth preservation, and estate planning for blended families. Managing different account types for tax diversification and creating a retirement income strategy that supports both parents and children in blended families. 8:14 - Estate Planning and Beneficiary Designations: The critical role of updating estate plans and beneficiary designations to reflect current family dynamics and intentions. 15:10 - Family Meetings for Estate Planning:  The value of holding family meetings to discuss and clarify estate plans to prevent misunderstandings and ensure fairness. 21:40 - Long-Term Care Planning: The necessity of planning for long-term care, particularly in blended families, and the options available, including insurance. 27:48 - Life Insurance as a Tool for Estate Planning: How life insurance, especially permanent policies, can be strategically used in estate planning for blended families. 31:36 - Investing in Relationships and the Future: The importance of investing time and resources in family relationships and future generations. Resources: Blend Wealth https://blendwealth.com/ Blended Kingdom Families https://blendedkingdomfamilies.com/ Ron Deal's Smart Stepfamily https://smartstepfamilies.com/ FamilyLife Blended https://www.familylife.com/familylifeblended/blended-families/

Dive into a captivating conversation between Ahonu and mind-expanding guest Aage Nost, where we explore the multifaceted aspects of success, healthy living, and the profound impact of our thoughts on our reality.

40% of marriages today create a blended family, which involve children from previous relationships or marriages. I'm very excited for these next two episodes with Tim and Alexis Woodward from the Blend Wealth team! Financial issues are a hot topic within families. And when you add additional parties, it can create added complexity. We are breaking down this topic of blended family financial planning considerations into two parts: Episode 41: Blending and Building Wealth in a Blended Family Episode 42: Wealth Protection and Transfer in a Blended Family Tim and Alexis Woodward are co-founders of Blend Wealth, a firm specializing in financial planning for blended families and business owners. We hope you enjoy this episode! If you do, make sure to share this with a "blended family" you care about!! Thank you! Connect with Tim and Alexis: Instagram: https://www.instagram.com/theblendcouple/ Twitter/X: https://twitter.com/theblendcouple Blend Wealth: https://blendwealth.com/ Key Points 6:51 - Financial Planning Complexities in Blended Families: Blended families face unique challenges in both family dynamics and financial planning, often dealing with children from previous marriages. 9:36 - Starting the Financial Planning Journey: Importance of transparency and communication about finances between partners. Different approaches to managing finances: joint, separate, or a combination. 14:55 - Prenuptial Agreements: Discussed as a tool for addressing financial anxieties and ensuring security for both partners. 18:29 - Setting Financial Goals: Shared goals might include retirement planning, travel, and charitable giving. Individual goals often relate to obligations towards biological children from previous relationships. 26:33 - Blended Family Dynamics: Emphasizes the importance of prioritizing the marital relationship and intentional parenting in blended families. 33:46 - Retirement Specifics: Social security strategies for blended families. Tax-efficient withdrawal strategies from retirement accounts. Resources: Blend Wealth https://blendwealth.com/ XO Marriage https://xomarriage.com/ Blended Kingdom Families https://blendedkingdomfamilies.com/ Ron Deal's Smart Stepfamily https://smartstepfamilies.com/ FamilyLife Blended https://www.familylife.com/familylifeblended/blended-families/ Blended Family Breakthrough Podcast “Blended Family Breakthrough” Podcast with Mike and Kim Anderson I hope you enjoyed today's episode! Stay tuned for Part 2!

Josh & Dan are joined by Jesse Myers. Jesse is now the COO of Bitcoin Asset Management Platform Onramp. In this hour these three cover best practices for protecting large sums of real Bitcoin, and they also unpack potentially bullish headwinds surrounding current Bitcoin market dynamics. THIS EPISODE EXPLORES... Why Dan & Josh are basically Navy Seals What self custody has to do with Firefighter RIT Training Mult-Institutional Custody Bitcoin redefining how humans custody assets How the Yuppie Elite view BTC Why the magnitude of Bitcoin makes it hard to explain BLUE COLLAR BITCOIN PODCAST DISCLAIMER HERE  Watch video of this chat on YouTube here SHOW SPONSORS: SWAN — The place we choose to buy Bitcoin. Dollar-cost average daily, weekly or monthly with a company that's Bitcoin only and encourages you to hold your own private keys. Visit Swan.com. For Swan PREMIUM FREE click HERE and use PASSWORD: bluecollarbitcoin COINKITE — code BCB for discount on ColdCard. Industry leaders in Bitcoin security hardware and fun devices, makers of the COLDCARD and other prominent items including opendime, satscard, tapsigner, the seedplate, coldpower, blockclock mini & blockclock micro. All available at coinkite.com BITCOIN 2024 — code BCB for 10% off tickets. Happening in Nashville July 25-27 2024, Get tickets early and get the best price possible! Visit b.tc/conference ITEMS MENTIONED Onramp  “How Best to Describe Bitcoin” by Jesse Myers “The Internet of Money” by Andreas Antonopoulos SUPPORT THE BCB PODCAST: Podcast 2.0 streaming on our favorite pod app, Fountain: You can earn & stream sats on Lightning Network while listening to pods! Also, share and listen to standout clips with the Fountain community. SOCIAL MEDIA X → find Josh & Dan @blue_collarbtc, find Jesse @Croesus_BTC NOSTR → Blue Collar Bitcoin Pub Key: npub1a3hrd4wfawr578d5y5l0qgmh7lx8q6tumfq0h7eymmttt52veexqkcfg37 YouTube → Subscribe Here Instagram & TikTok → find them on our website EMAIL: Send questions or comments to bluecollarbitcoinpodcast@gmail.com

Lynette Zang is the founder and CEO of Zang Enterprises LLC, a company which focuses on developing community and a sound money system globally. After her experiences in banking and the stock markets, Lynette intensely researched historic global currencies and their life cycles. This led to the uncovering of central bank corruption and the ongoing exposing of Federal Reserve Data, and her prediction of the Great Recession following the housing market crash in 2007. This multi-decade research effort resulted in understanding global economic policies and currency lifecycles far beyond the norm of financial advisors and many economists. After her subsequent work in long-term trend identification and asset class analysis, the plan became abundantly clear. Lynette quickly started creating a system to assist others in surviving and thriving the inevitable collapse of the USD, which will ripple across the entire global economy. Although Lynette was one of the first to speak about the “Reset” on YouTube, this has now become the known agenda for the World Economic Forum's “The Great Reset” and is now discussed at great length by the entire economic education ecosystem online. With a passion for simplifying complex financial topics into understandable language, Lynette has been a keynote speaker on currencies at many educational events and conferences throughout the world. She is a host on The Lynette Zang YouTube Channel, where she creates multiple weekly videos to help expose the hidden truths which underlie complex financial and economic systems, so people can take decisive action and protect their future. Lynette believes strongly in the value of community and relationships for building a thriving financial future in the face of the global challenges we are facing. In this episode, Lynette and Patrick discuss precious metals, currency life cycle, controlled economic implosion, food security and most importantly, community. Lynette shares her mantra - food, water, energy, security, barterability, wealth preservation, community, and shelter – and why she is laser focused on educating and empowering the greater collective. She shares her story which brought her to this trajectory in life and a few pivotal people and circumstances that greatly influenced her awareness. There is no downside to the self-sustainability and community focus that Lynette is sharing with remarkable passion and clarity, and it is all in service of the highest good.

So many agents and so many brokerages are deliberately manipulating the consumer by accidentally misleading with this messaging around OVER ASKING price, Todd and Ian break down why this doesn't work.When people start buying and selling houses somehow they lose their objectivity. They lose their full perspective of thought and they get really fixated on "We would love to live here!" Our strategy sessions help you slow down before you speed up and a lot of that slowing down needs to be to think about and factor in with wise counsel what are the wealth building or wealth protection aspects of buying or selling a home. Don't miss this important conversation!The reality is most people don't like agents because they've had bad experiences with agents because their agent was not an expert because the agent wanted the commission more than they were willing to commit to offering a tremendous amount of value and advocacy and protection. This is the opposite of what our team offers - call us - 214-216-2161 - we want to help you find the BEST time to buy FOR YOU!

Are you worried about the impact of market fluctuations on your investments? Do you want to protect your money from inflation? Find out how a gold IRA can help through Caapitalist's latest guide for investing neophytes.Visit https://caapitalist.com/investing/gold-ira-wealth-growth/ for more information. Caapitalist City: New York Address: 60 W 23rd St Website https://caapitalist.com/ Phone +1 877 675 4340 Email scott.hall@betteronlineinfo.com

On this episode of Swan Signal, Sam sat down with Bob Elliott, CEO and CIO of Unlimited and Former Investment Committee Member of Bridgewater Associates. They talk about how to preserve your wealth in the 2020's, current market dynamics, and how a spot Bitcoin ETF could impact Bitcoin moving forward.Timestamps:00:00:00 “Swan Signal Live” Intro00:01:50 Introducing “Bob Elliott” and His Background in Investing00:04:58 Investing Philosophy at “Bridgewater Associates”00:09:16 Are we Entering a New Investing Regime?00:12:10 Why Does “Nominal Wage Growth” Matter?00:13:33 “Unemployment Rate”00:18:50 How Interest Rates Effect Borrowing/Lending00:19:44 Global-Contagion-Effect of Defaulted Mortgages00:21:48 Sovereign Debt00:26:52 Treasury & Bond Market, and Positioning for a Recession00:37:50 “60/40 Portfolio” - Diversifying For the Future00:41:04 “Let's Talk about Gold”00:45:20 Counterparty Risks with Gold00:47:16 Are you Surprised by Gold's Performance?00:50:21 “Let's Talk about Bitcoin”00:55:14 Bitcoin Lifecycle, and How it Responds to Inflationary Pressures00:59:00 “Getting Off Zero”01:05:00 What Bob is Building at “Unlimited,” and his thoughts on the Bitcoin ETF01:09:30 How “ETF's” Help Consumers01:11:27 Benefits of the “Bitcoin ETF” for Consumers01:17:41 How to Connect with “Bob Elliott”01:18:25 “Swan Signal Live” OutroConnect with Alex and Bob:Sam Callahan: https://twitter.com/samcallahBob Elliott: https://twitter.com/BobEUnlimited"Nakamoto Portfolio Theory:" https://nakamotoportfolio.com"Welcome to Bitcoin"A FREE 1-hour course hosted by Natalie Brunell, perfect for helping you to orange-pill family members over the holidays at https://Swan.com/welcome Connect with Swan Bitcoin: YouTube: https://youtube.com/@Swan_Bitcoin Twitter: https://twitter.com/Swan Instagram: https://instagram.com/SwanBitcoin Telegram: https://t.me/swanbitcoin LinkedIn: https://linkedin.com/company/swanbitcoinSwan Bitcoin does not provide any investment, financial, tax, legal or other professional advice. We recommend that you consult with financial and tax advisors to understand the risks and consequences of buying, selling and holding Bitcoin. Swan Bitcoin is the best way to accumulate Bitcoin with automatic recurring buys and instant buys from $10 to $10 million. Start your Bitcoin journey today, and your first $10 purchase is on us https://swanbitcoin.com/yt Download the all-new Swan Bitcoin App https://www.swanbitcoin.com/app/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description Get your ticket for the Pacific Bitcoin Festival 2023 before prices increase! https://www.pacificbitcoin.com/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes https://www.swanbitcoin.com/bitcoin-ira/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide https://www.swanbitcoin.com/private/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description Want to learn more about Bitcoin? Check out the Bitcoin Canon a curated list of the best Bitcoin resources from your favorite experts https://swanbitcoin.com/cannon/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description Get paid to recruit new Bitcoiners by joining Swan Force https://www.swanbitcoin.com/enlist/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description

On this week's episode, Teague catches up with the one and only Jagruti Panwala, President and CEO of Wealth Protection Strategies. From immigrating to the U.S. at age fifteen and becoming an "accident hotelier" by age twenty-two, Jagruti reveals how her passion for the hospitality industry served as a driving force behind her commitment to advocacy work and her roles as the first Chairwoman at AAHOA and Director at AHLA.

Episode 101: On today's show I speak with Kristine Cranely, an Investment Advisor Representative and Founder of Noah's Bitcoin. We discuss the economic and financial landscape and its impact on portfolios and ways to overcome and thrive in all markets with a special emphasis on alternative assets such as BITCOIN. Kristine speaks about Bitcoin mining and its multitude of benefits for all especially reducing electricity costs for all amidst our current environment of higher energy costs. We go beyond the headlines to uncover the ground level truth so you can achieve true wealth and financial freedom! HOPE for the future! ➡️Contact Kristine Cranely on LinkedIn: https://www.linkedin.com/in/kristinecranley/   ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE SITE FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com   THINK Different with Rosanna ©️ 2022-2023

199 -  We all need wealth protection in our life and it is for everyone, but why is it so important?We are joined today by an incredible award winning Wealth Protection Advisor, Adrian Benjamin who shares with us his knowledge and understanding of wealth protection and the next steps we need to start making.⭐ Originally from Manchester Adrian moved to New York in 2009 at age 22 to work in Investment Banking⭐ He spent over 10 years in corporate banking and consulting working for many big names like Natwest, Barclays, RBS, UBS, HSBC, Bloomberg, Accenture and Deloitte⭐ In 2022 Adrian won Wealth Protection Advisor of the year⭐ Adrian is now one of the best Wealth Protection Advisors in the UKClick here to watch and listen to the episode✅ https://rent2rentsuccess.com/199 ✅And remember, if you want to be part of the rent to rent success - then book your tickets for the Rent 2 Rent Revolution here:

Join Mark Moss in this episode of the Mark Moss Show as he dives deep into the mysterious world of the "everything bubble". What is it, and who started this buzz? Delve into its origins, discover the timeline of its development, and learn the key indicators that you need to be vigilant about. As always, Mark provides invaluable advice on how you can shield your assets and your loved ones from potential ramifications. In addition, get a peek into the decentralized revolution and how technology, particularly Bitcoin, is reshaping our political, social, and financial spheres. Plus, don't miss Mark's personal insights about the Gadsden flag and its importance as a symbol of liberty and freedom. Strap in for an enlightening journey with expert insights and practical takeaways!See omnystudio.com/listener for privacy information.

Episode 496: Steve and Ryan discuss a number of planning tools that can be used to safeguard your wealth from potential lawsuits and creditors.  They also immunize you against all manner of financial scams, from tax and credit card fraud to online dating scams.

E115 | Wealth Protection? What is Up Peeps!

Welcome to Season 3, Episode 6 of Meet the Expert with Elliot Kallen!In this episode, Elliot Kallen brings on Tracy Tamura to dive deep into the often-overlooked world of life insurance for wealth protection. The discussion spans a wide range of topics, from the importance of life insurance in personal financial planning to its critical role in business continuity and estate planning. Tracy also offers her expert perspective on innovative products like accelerated benefit riders and talks about potential changes in estate taxes.Read more:https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/life-insurance-for-wealth-protection-and-business-success-2/Meet with Elliot:https://calendly.com/elliotkallen

Welcome to Season 3, Episode 6 of Meet the Expert with Elliot Kallen!In this episode, Elliot Kallen brings on Tracy Tamura to dive deep into the often-overlooked world of life insurance for wealth protection. The discussion spans a wide range of topics, from the importance of life insurance in personal financial planning to its critical role in business continuity and estate planning. Tracy also offers her expert perspective on innovative products like accelerated benefit riders and talks about potential changes in estate taxes.Read more:https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/life-insurance-for-wealth-protection-and-business-success-2/Meet with Elliot:https://calendly.com/elliotkallen

Tom welcomes the fascinating new guest Hugh Hendry to the show. Hugh talks about the challenges of setting up a hedge fund today. He paints a picture of the current markets as fiercely volatile, particularly with unusual events occurring that are supposed to happen once in a century. Additionally, debt and debt expansion shows no signs of ending. Hugh reviews the implications of China predominantly using domestic financing and the effects of their surplus in global trades. He harkens back to the gold standard when it acted as successful high powered currency on an international level before the US Federal Reserve's involvement. The US now embraces debt to an unprecedented degree that is leading much of the world to a type of serfdom. Should a conflict occur between Taiwan and China, markets would suffer a massive increase in volatility with a likely negative outcome. Meanwhile in China, their GDP metrics have failed, and the world's economies are all in a state of decline. An example of this is the drop in financial sector stocks along with people fleeing banks to get to the 5% offered by the Fed. Hugh's view is that the 1934 Federal Reserve Act was made to mend the banking system, however, with current price deflation and reduced capital investment, it has been ineffective. Market stabilizers, such as short selling, also aren't able to prove as useful as before and capital controls remain a risk. He highlights the Marxist ideology that has resurfaced recently, as younger generations are no long seeing the promised level of success available to their parents. Hugh states we are in the “Fourth Depression”, and he breaks down how each of the previous three was resolved. Considering reasonable trades in relation to this environment, Hugh suggests considering Bitcoin as one of the few assets currently undervalued. Time Stamp References:0:00 - Introduction0:57 - Hedge Fund Start5:57 - Bubbles & Trends10:32 - Debt Expansion & China16:07 - China's Labor Force22:32 - Taiwan & Conflict Risk28:30 - Fed Aggressiveness36:00 - Capital Flight Controls?40:55 - Feds Usefulness?48:40 - Foreign Capital & Equities55:08 - Wealth Protection?1:06:18 - Trades, Nvidia & Bitcoin1:10:33 - Thoughts on Gold1:15:48 - Wrap Up Talking Points From This Episode We are in an unprecedented period of volatility and debt expansion, with growing potential for conflict.There has been a lack of counter moves to the overvaluation, as well as financial repression resulting from negative real rates and the possibility of a fourth depression.Bitcoin could be one of the few assets currently undervalued and he explains his views on gold. Guest Links:Twitter: https://twitter.com/@hendry_hughYouTube: https://www.youtube.com/@HughHendryOfficialWebsite: https://hughhendry.com/Acid Capitalist Podcast: https://open.spotify.com/show/5zj3Ox1qRD9GSynCKJIODS Hugh Hendry was born in 1969 in Glasgow, Scotland, and graduated from Strathclyde University with a degree in Business Administration and Economics and Finance in 1990. His career began at Edinburgh asset management company Baillie Gifford, followed by Credit Suisse and Odey Asset Management. In 2005, he founded Eclectica Asset Management. Hendry is renowned for his risk-taking and thought-leadership in global capital markets. His prescience in forecasting the Great Financial Crisis of 2008 earned him a reputation as a prophetic iconoclast. He has achieved success on social media, including a successful podcast, viral posts, and appearances on Bloomberg, the Economist, and Institutional Investor. Hendry now resides in St. Barts, where he is a leading investor in luxury real estate. He achieved a 31.2% positive return in 2008 and was featured on Financial News's list of the 100 most remarkable people in European capital markets. Often giving interviews, participating in TV programs and conferences, and known for his contrarian views, Hugh Hendry is an influential figure in today's market ma...

In today's rapidly changing world, it is crucial to make wise decisions and prepare for the uncertain future. Mike Harrison shares his insights on the importance of wealth as protection against unpredictability, and how investing in real estate can be the key to ensuring constant growth and stability. Don't get caught on the sidelines – take action today! Click to Listen Now

After working hard to create your personal wealth, the next step is the need to protect it. And one way to do that is to acquire insurance to protect yourself from major financial loss. Wealth protection can be achieved through life insurance, taxes, and asset formation. Other strategies such as reverse mortgages, charitable remainder trusts, and single premium immediate annuities are also effective.  In this episode, Spencer Shaw and Kim Butler talk about the different strategies such as to protect liquidity and assets from taxes. They also suggest involving family members in wealth protection by using the Perpetual Wealth Book and game, having family retreats, and talking about values and lessons to pass down.  Best-selling author Kim Butler and Spencer Shaw show you how to take more control of your finances. Tune in to The Prosperity Podcast to learn more about Prosperity Thinkers thinking and strategies today! Do you have a question you would like answered on the show? Please send it to us at hello@prosperitythinkers.com and we may answer it in an upcoming episode. Links and Resources from this Episode Get access to the Currence app by sending an email to hello@prosperitythinkers.com with the subject “Currence.” Perpetual Wealth: How to Use "Family Financing" to Build Prosperity and Leave a Legacy for Generations: https://www.amazon.com/Perpetual-Wealth-Financing-Prosperity-Generations-ebook/dp/B0965MDDLJ For resources and additional information of this episode go to https://prosperitythinkers.com/podcasts/   Show Notes What is Wealth Protection? Different strategies for minimizing tax expenses Impact of taxation on wealth protection strategies Benefits of protecting your wealth through whole life insurance Real estate wealth protection strategies for long-term financial security Exploring different strategies for multiplying retirement wealth Involving family members in wealth protection Resources for intergenerational wealth transfer Special Listener Gift Free eBook: Activating Your Prosperity Guide. Kim Butler's groundbreaking eBook/ audiobook explains why typical financial advice may be sabotaging your wealth... and what to do instead!  Review and Subscribe If you like what you hear please leave a review by clicking here Subscribe on your favorite podcast player to get the latest episodes. iTunes Stitcher RSS

If we've learned anything about what the market has done in 2022, it's that being patient is pivotal. Rather than giving into fear and greed, Dean Barber and Bud Kasper share five wealth protection tactics to help give your clarity when financial planning. Start Planning Here: https://barberfinancialgroup.com/wealth-protection-tactics/?utm_source=soundcloud&utm_medium=awms&utm_campaign=wealth-protection-tactics

In this episode of the Personal Finance Podcast, we're gonna talk about how to create a Bulletproof wealth protection plan. Join Our Newsletter here! Checklist of relevant episodes:  How to Invest In Real Estate Without the Headaches (Fundrise VS REITS!) How to Build Wealth With Airbnb Short Term Rentals with Lauren Keen Aumond How to Build Wealth (Even on a Low Income!) With Joshua Mayo How to Build Massive Wealth for Your Children (This went Viral!) The Wealth Building Fastlane (Wealth Accelerators!)   FREE GUIDES: ============== -Check out the free guide on where to put your money in what order!  https://www.mastermoney.co/stairway-to-wealth   -Here is the free How to Ask for A Raise ebook! https://www.mastermoney.co/get-a-raise-ebook   -Get Access to the 75-Day Challenge: https://www.mastermoney.co/75daychallenge    =============   We have a YOUTUBE channel! Check it out here!    Our Latest Videos:  How To Grow A Podcast Organically What Would Happen If You Maxed Out Your Roth IRA By Age?! (These Results Will Amaze You!) How to Become a Millionaire With a Small Amount of Money (Is it Really This Easy!?) Pre-tax moves for high earners   Got questions? Ask me on Instagram Here. @mastermoneyco This is the fastest way to get in touch with me.    ============ Sponsors:     Thanks to Policygenius For Sponsoring the show! Check them out a Policygenius.com Thanks to Mint Mobile for supporting the show! Cut your phone bill to $15 a month by going to https://mintmobile.com/pfp Thanks to Fundrise for Sponsoring the show! Invest in real estate for as little as $10 by going to fundrise.com/personalfinance Thank you to Chime for sponsoring the show! Check them out at chime.com/pfp Thank you to Betterhelp for sponsoring the show! Check them out at http://betterhelp.com/pfp Thank you to Apple Card for sponsoring the show! Check them out at https://www.apple.com/apple-card/   ============   Want to Support the Show? Follow on Spotify or Follow and Leave a 5-Star Review on Apple Podcasts!   ============   Check out all the Stuff I Recommend!    USEFUL RESOURCES: Best Place to Open a Roth IRA: https://m1finance.8bxp97.net/5vzD1 My Favorite Free Net Worth and Budget Tool: https://fxo.co/905L Best High Yield Savings Account: https://bit.ly/3HpPjAr  Get a $10 Free Bonus with Acorns: https://bit.ly/3lV0LLE Best Bank and Debit Card for Kids: https://bit.ly/3pJeI09  Get $5 Free Bitcoin at Coinbase: https://bit.ly/3oIQOml Best Credit Building Tool: https://bit.ly/3rmBuwZ  Best Personal Finance Books: https://kit.co/MasterMoney/best-personal-finance-books    ============     DISCLAIMER: I am not a financial adviser. This Podcast is for educational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am sharing my opinion.    AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion.   ============     Check us out on social fam!    Twitter   Tiktok   www.thepersonalfinancepodcast.com   www.mastermoney.co Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the CBJ Real News Podcast Show, John Di Lemme shares 

In this episode,  John Di Lemme shares 

 Bobby Casey is the Managing Partner of Global Wealth Protection, LLC. He is on a mission is to provide wealth preservation strategies to entrepreneurs and investors for which he provides methods that allow his clients to maximize wealth and minimize risk. He is an entrepreneur, investor, and student of life. Key Highlights-  Forming a real estate company- Do on sale clause- Put your property in a land trust- Strategies for Commerical non-recourse loans- fraudulent conveyanceBooks Recommendation- Rich Dad Poor Dad- Think and Grow Rich-F Wall Street- Intelligent Investor- The  Snowball- Trend Following- Connect with BobbyWebsite: https://globalwealthprotection.com/https://businessanywhere.io/Connect with Rama KEmail: info@ushacapital.comWebsite: www.ushacapital.com

It all starts with protection. Protection is what allows you to have the experience AT ALL if you buy the snowmobile and don't have the gear needed it becomes an expensive paperweight sitting in your garage... How does this apply to financial freedom? Tune in to see.Key Takeaways: Protection is what allows you to earn ANY rate of return AT ALL.Doesn't matter what ROI you got last year if you give it all back and more next year.Resources: Join our Cashflow Tactics Facebook Group to get the FREE guides.

International Crypto Investor EP121: Why Thailand is the best place for CRYPTO Investors? - Lower cost of "Luxury Living" compared to other Crypto havens like Dubai. - Why Thailand? - Why Thailand is a better fit for the vast majority of Crypto Investors. - Maintain a Luxury Lifestyle during a BEAR Market (Crypto Winter)! - Balance your portfolio with real estate in a TOP Emerging market like Thailand. - Asset & Wealth Protection! Resort Living at its BEST! Exclusivity - Privacy - Gated Communities with First-Class services & amenities in the best Locations throughout Bangkok & Beach Cities! Our Mission: Assisting our affluent clientele (and investors) in relocating their luxury lifestyle to Thailand, and creating an "Income-Generating" real estate portfolio. Specializing in Bangkok & Beach Cities. - Beachfront Homes starting $1M (USD). - Oceanfront Luxury condos with unobstructed views of the ocean starting $500k (USD). - Bangkok 3 to 4 story "Brownstones" (luxury townhomes) starting $750k (USD). - Bangkok Luxury single-family detached homes (in gated communities) starting $500k USD. - Beachfront boutique hotels starting $1M. See you in Thailand! Will & Aoy Roadhouse Will@1Compass.net Roadhouse International (Thailand Commercial & Luxury Real Estate). Specializing in Beachfront Homes & Boutique Hotels. International Real Estate Consultant & Asset Management. Compass Group International (est. 2002). All Social Media & Podcast Apps (search): Will Roadhouse --- Support this podcast: https://anchor.fm/willroadhouse/support