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601-Asset Protection Planning for Mere Mortals - Part 1

601-Asset Protection Planning for Mere Mortals - Part 1

Released Tuesday, 13th November 2018
 1 person rated this episode
601-Asset Protection Planning for Mere Mortals - Part 1

601-Asset Protection Planning for Mere Mortals - Part 1

601-Asset Protection Planning for Mere Mortals - Part 1

601-Asset Protection Planning for Mere Mortals - Part 1

Tuesday, 13th November 2018
 1 person rated this episode
Rate Episode

I love the topic of asset protection planning. It's super interesting to me.

But my observation is, like most topics, people involved in the business talk about what they can sell. The lawyers talk about corporations and trusts because they sell them. The insurance agents talk about life insurance and annuities because they sell them.

Since I don't sell that stuff, I think about you and what I think can help you.

And in today's show, I want to give you a simple starting place: think about your assets and think about the risk you're trying to protect them from. Then make your plans.

Details in the show.

Joshua

 

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