Best 60 Asset Protection Podcasts

Welcome. I'm Andrew Henderson perpetual traveler, international entrepreneur, and citizen of the world.Each week, I share tips and insights gleaned from my world travels on how you can find more freedom, grow and protect your assets, and live a radical life on your own terms. I help you achieve your own freedom with my daily field reports, weekly syndicated radio shows, helpful products, and live events.Every year, I travel to about one dozen new countries (sometimes many more) in search of personal and economic freedom. My mission is simple: find the best places to live, start a business, and invest. I'm always on the go and exploring new places. No one place has a monopoly on freedom, opportunity, or happiness, and I make the world my oyster in search of the perfect balance.While on the go, I take the time to really understand what's going on on the ground in each country in order to find the best places in the world to live, work, bank, invest, start a business, date, raise a family, and enjoy life.I value personal freedom above all else in life. Freedom to live how I want, free from bosses and their 9-to-5 work days and from greedy politicians that want to control me and steal my money. more

Welcome to the Capital Gains Tax Solutions PodcastAre you considering selling a million-dollar-plus business, cryptocurrency, luxury primary home, commercial real estate, or another highly appreciated asset but concerned about the capital gains tax? Want to reinvest into a diversified portfolio of real estate or securities at the optimal time while making a meaningful impact with your wealth? Each episode, Brett Swarts sits down with some of the world's top minds in real estate, finance, wealth management, and entrepreneurship to uncover their strategies and insights. Expect fast-paced, high-impact content that's designed to help you create and preserve more wealth. Brett and his guests will guide you through the complexities of capital gains tax deferral and wealth creation, ensuring you retain more of your hard-earned assets.Meet Your Host: Brett SwartsBrett Swarts is on a mission to help you make a lasting impact with your wealth when exiting highly appreciated assets using Deferred Sales Trust for his clients. As a Deferred Sales Trust Trustee and an expert in multifamily investing and brokerage, Brett simplifies complex tax deferral strategies such as the 1031 Exchange, Deferred Sales Trust, Delaware Statutory Trust, Opportunity Zones, and more.What the Podcast Offers:Gain invaluable insights into various tax deferral strategies, real-world deal stories, wealth-building lessons, and pathways to financial freedom—all aimed at helping you build and preserve your wealth.Our Mission:We empower you to exit your investments with freedom and flexibility, enabling you to make informed decisions without the stress of managing properties, dealing with liabilities, or overseeing employees. Instead, we offer a pathway to freedom, liquidity, diversification, and passive commercial real estate investing.#### A Brief History of Brett Swarts:Brett Swarts launched his commercial real estate career just before the 2008 crash, where he and his clients learned the hard way that the 1031 exchange isn't always your friend when time runs out to find a good deal. Since then, Brett has closed over $500 million in Deferred Sales Trust, Delaware Statutory Trust, and Commercial Real Estate transactions. His extensive experience covers a wide array of tax-deferred strategies, making him a trusted authority in the field.What You'll Get from Our Episodes:Explore how to build and grow wealth in real estate, business, and leadership. Brett brings on top-tier guests who share their expertise so you can grow personally, professionally, and financially.More About Deferred Sales Trusts:- A Trusted Tax Deferral Solution: With over 27 years of proven success, rooted in the IRS tax code IRC 453 from the 1920s.- Proven Track Record: 29 successful IRS audits for thousands of closed Deferred Sales Trusts.Why You Should Join Us:If you're tired of feeling trapped by the 1031 exchange, the Deferred Sales Trust offers a smarter, easier solution. Tune in to learn how to create more wealth with clarity and confidence in your tax deferral strategy.Get Started with a Deferred Sales Trust today https://capitalgainstaxsolutions.com and uncover the wealth-building secrets of top investors and tax deferral experts. Let's create and preserve more wealth together.Follow us on [Facebook](https://www.facebook.com/groups/capitalgainstaxsolutionspodcast/). more

Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it. more

Step into the financial end zone with 'The Financial Quarterback® Podcast with Josh Jalinski,' your weekly playbook for help in mastering the financial game, protecting your wealth, and securing your retirement. Each episode dives into crucial topics like retirement planning, financial strategies, and estate planning, offering straightforward, actionable advice to shield your wealth from higher taxes and market risks. It's the financial guidance you've been searching for, delivered in a 30-minute format that fits perfectly into your busy life.Host Josh Jalinski, the force behind the podcast, is not just any financial advisor. Recognized by Forbes as one of the 'Best-In-State Wealth Advisors 2023' and 'America's Top Financial Security Professionals 2023,' Josh brings a wealth of knowledge and a unique approach to financial advice. As the founder and CEO of the Jalinski Advisory Group, his radical honesty and friend-in-the-business demeanor have made him a trusted voice in finance, regularly featured on CNBC, Fox Business News, CBS News, and Bloomberg.But the insights don't stop there. On Mondays, we bring you the best of Josh's weekend radio show, 'The Financial Quarterback®' on 710 AM WOR in New York City. This isn't your ordinary financial talk; it's a live adventure with real-time listener call-ins, cutting-edge topical segments, and expert guests, all delivered with the excitement only live radio can offer. It's where finance meets fun, turning the start of your week into an engaging financial spectacle.Dive deeper with Josh on his YouTube channel at The Financial Quarterback® for video episodes and shorts. Subscribe on Apple Podcasts, Spotify, or your favorite podcast platform and lock in every episode. With new releases every Monday and Wednesday, 'The Financial Quarterback® Podcast with Josh Jalinski' is your playbook for helping bulletproof your finances, from retirement savings to lifelong wealth protection. more

In this show, we discuss passports, Plan-B residencies, geopolitics, offshore gold vaults, foreign real estate, wealth protection, international banking, alternative assets, and other topics from the internationalization and expat space that you won't find anywhere else!SUBSCRIBE TODAY IN YOUR PODCAST APP.? Visit our Website: https://ExpatMoney.com more

Planning for retirement can be confusing. Ashley makes it simpler! Every day, you'll receive quick, actionable ideas to help you on your path to retirement. Disclosure: https://drive.google.com/open?id=149ZdPZDQsnmXXslZ2j1TIEjP8i_BODi8 more

Investment real estate can lead to cash flow that allows you to live the life you want, working as much (or as little!) as you desire. The Rent to Retirement show is dedicated to educating you on all the aspects of investing you will need to successfully implement your own, personal, strategy. Hear from the smartest in the business as we cover everything from LLC and tax advice, to 1031 exchanges, to best markets for investing and creating the passive income you need, and more. more

Welcome to 'Wealth Strategy Secrets of the Ultra Wealthy,' a masterclass in wealth creation, preservation, and legacy building, hosted by renowned wealth strategist Dave Wolcott. This podcast dives deep into the lesser-known, often secretive strategies that the ultra-wealthy use to amass and protect their fortunes.Each week, join Dave, a seasoned expert in wealth management, as he unveils the complex world of high finance, investments, tax strategies, and estate planning. Dave brings his decades of experience to the table, offering listeners an insider's view on how to think about wealth, leverage opportunities, and avoid common pitfalls that can erode financial success.In 'Wealth Strategy Secrets of the Ultra Wealthy,' you won't just hear from Dave. The show features a dynamic lineup of financial experts, successful entrepreneurs, and influential thought leaders, all sharing their insights and personal stories of triumph and resilience. These conversations aren't just about accumulating wealth; they're about cultivating a mindset for prosperity and understanding the responsibility that comes with significant wealth.Whether you're an aspiring millionaire, a seasoned investor, or simply looking to improve your financial literacy, this podcast is your gateway to understanding the sophisticated techniques of the world's financial elite. Dave's engaging, accessible approach breaks down complex concepts into actionable advice, making the world of ultra-wealthy wealth strategies accessible to everyone.Tune in to 'Wealth Strategy Secrets of the Ultra Wealthy' and embark on a journey to transform your financial future. Learn, get inspired, and start applying the secrets of the ultra-wealthy to your own wealth journey! more

Welcome to the Personal Pension Radio Podcast, where it is all about planning correctly today so that you can sit back and reap the retirement lifestyle benefits later! Discover time tested strategies to help you lower your taxes, cut your expenses, and maximize your lifestyle today without sacrificing your retirement lifestyle or legacy tomorrow. Join us as we help you avoid the junk advice offered by unlicensed financial entertainers and the Wall Street marketing machine. We uncover financial strategies that empower you to break away from the herd. Success does not come from a product or a singular strategy. Savings, investing, tax planning, estate planning, insurance, goal setting, income engineering, and lifestyle design must all be considered from a macro perspective.Wealth accumulation is an important component of a financial plan; however, the size of your 401k account, stock portfolio or defined benefit plan, the balance of your accounts can overshadow the most important - the income they can provide. As you plan for the sale of your business or retirement, the question you should ask is, 'What will my income be and will I be able to preserve my lifestyle?'You can retire or sell your business with your lifestyle intact. Don't settle for the inaccurate and incomplete advice of Financial Entertainers like Dave Ramsey, Suze Orman, or Jim Cramer. There is a better way! more

Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com.Be sure follow us on social media!Acute Wealth Blog: http://bit.ly/2ZA7htyFacebook: http://bit.ly/31LRNofLinkedIn: http://bit.ly/2Y3OBSG more

Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life. more

Real Estate Investors, Stock Traders, and Business Ownersguide to preserve their wealth, protect their assets, and prosper in thefuture. Anderson Business Advisors' Attorneys and Professional Advisorsshare tax reduction strategies and asset protection techniques to protectand build your wealth. more

Keeping seniors and their families informed and up to date on estate planning, elder law and other matters. We help seniors navigate the legal maze of aging in America. more

David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group LLC. more

Your wealth plan shouldn't sit still. Neither do we. That's why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions. more

About two-thirds of Americans do not have an estate plan. That means when they die, the government decides the fate of their family and their fortune. Join Board Certified Estate Planning, Trust and Probate Law Specialist Attorney Bob Bergman for 'Plan Your Estate Radio,' and discover what you should do to protect your rights. Bob's 35 plus years of estate planning experience coupled with his easy manner and straightforward talk make this one of the most compelling hours on talk radio today! more

For advice about something as complicated and emotional as the intersection of love, death, and money, you need a true expert. Naz Barouti is the perfect person to guide you through these topics. As a lawyer, Amazon best-selling author, entrepreneur, media commentator, and public speaker, Naz is known to many as a strong, calm, confident voice of reason. In 2011, she established her very own Barouti Law Corporation, which now boasts five offices in Southern California. In less than a decade, she's become known throughout the area (and even around the globe) as an estate planning 'guru.' more

HERO'S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-free account accumulation and distribution. more

Podcast by B.O.S.S. Retirement Solutions

Each week SBTV asks experts from the finance, commodity and cryptocurrency industries the important questions for your benefit. You will be provided with diverse viewpoints on the latest developments in the investment world and the global economy to help you to truly secure your wealth! more

Fun With Annuities® Podcast is hosted by America's Annuity Agent, Stan The Annuity Man®. Hear brutal annuity facts with no sales pitches from the top independent agent in the country, licensed in all 50 states. Author of 7 books, Stan dives deep on all annuity types and strategies. It's fun, learning the contractual truths on how annuities actually work and if they'll fit your personal retirement lifestyle. Listen in on how you can be livin' the reality, not the dream. more

The LP Magazine podcast keeps loss prevention professionals, security staff, and retail management up-to-date on important information and best practices for your business and career. Each episode features insights from retail loss protection, asset protection, law enforcement and more. more

Welcome to 'Charleston's Retirement Coach,' hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind.In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies and estate planning to tax considerations and insurance options. Whether you're an early-career professional beginning to save, or you're nearing retirement age and need to refine your plans, this show has something valuable for you.Brandon's down-to-earth approach makes financial concepts accessible to all, no matter your level of financial knowledge. 'Charleston's Retirement Coach' strives to equip listeners with the knowledge they need to navigate their retirement journey confidently. Tune in to transform how you think about retirement.Secure your future with Brandon Bowen, and take the first step towards a retirement filled with freedom and stability. Subscribe now to never miss an episode of Charleston's Retirement Coach.Like what you hear? Get a second opinion today ? https://bit.ly/3WoNJZTAlso on Facebook and YouTube. more

Welcome to Private Banking Strategies Podcast with Vance Lowe and Seth Hicks, your secret weapon to protect your assets and never have to start over financially again. Vance and Seth help high net worth individuals, families, business owners, and investors structure an asset-protected, tax-free fortress for their families. Learn how to keep what you earn and use the 'velocity of money' to create your own private banking system. Join us on this journey as we explore the 'secret' strategies of the rich and political elite and help you take total control of your financial security. more

Loss Prevention Research Council

Intellegence & insight from the world of retail risk

?️ Greg and Kristen Taylor, along with their co-host Kristen Charles, explore down-to-earth tips and strategies to help pre and current retirees better achieve their goals.? With discussions about everything from balancing risk, to 401(k) rollovers, Roth conversions, pension decisions, withdrawal strategies, taxes in retirement, income planning, Social Security, and most importantly... your lifestyle!? Greg and Kristin's goal is to help you have confidence in your transition into retirement, and for years to come by helping you create a personalized plan for your retirement.Have specific questions? Schedule a 15-minute call with a team member.Greg Taylor is an investment adviser representative of Legacy Advisory Network, LLC, a registered investment advisor with the state of Ohio. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. Legacy Advisory Network, LLC, and this radio station are not affiliated. The investment ideas and financial vehicles discussed here should not be considered to be personalized investment advice, nor are these recommendations to buy or sell any particular investment or product. The information should not be considered tax or legal advice. Individuals should first consult with competent tax, legal, accounting, and other professionals regarding the applicability and suitability of any investment ideas. Past performance is not a guarantee of future results. Investments will fluctuate, and when redeemed may be worth more or less than when originally invested. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not refer in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company. more

The Wealth and Law Podcast is hosted by Brent Nelson, a partner at Rimon, P.C. who practices estate planning, tax, and family business law. The podcast explores how personal wealth intersects with the legal landscape by diving into relevant topics, teaching you what Brent has learned and engaging with guests with deep expertise in their fields. more

Have you ever wondered how the ultra-rich manage to secure their wealth? Look no further than Switzerland. In our podcast, 'Swiss Money Secrets,' we delve into the fascinating world of Swiss offshore banking and wealth management. Join us as we talk to leading Swiss financial industry experts and explore the benefits and intricacies of offshore banking for Americans. The WHVP team will cover everything from international investment diversification to privacy and asset protection. So get ready to unlock the secrets of Swiss banking and take control of your financial future. more

Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad especially when everyone seems to want a piece of your money. more

Listen to Johnson Brunetti's Money Wisdom with Joel Johnson, CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it's your 401(k) account, IRA, or an underperforming asset, Joel Johnson can answer your questions and make you more aware of issues that may affect you. more

'El Reclamo', conducido por César Adolfo, presidente de AI&CO Financial, es el podcast esencial para emprendedores y quienes aspiran a convertirse en agentes de seguros. César utiliza su amplia experiencia en el campo para enseñarte las estrategias y técnicas clave para vender seguros y manejar efectivamente los riesgos. En cada episodio, abordaremos temas cruciales que van desde el manejo de la economía personal y empresarial hasta el crecimiento de tu capital.Prepárate para descubrir métodos probados y obtener consejos prácticos que podrás aplicar de inmediato. Además, no te pierdas nuestr more

Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protecting your assets from outside forces that can disrupt your retirement.  On this podcast, we share videos about the issues retirees face. Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants.  The aforementioned are affiliated companies. more

Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement. more

Join wealth manager Tim Dyer for consistent and reliable information about how to best prepare for retirement and your financial future on the Retirement Power Play podcast. Tim is the founder of Dyer Wealth Management, serving the San Diego area and based in La Jolla, California. He's the co-author of 'Defuse', a book designed to help you learn the 7 steps to protecting your 401(k) from the ticking tax time bomb. Tim isn't afraid to run counter to the conventional wisdom of the financial world. Join him each episode as he'll point out problems and inconsistencies you need to be aware of in the retirement landscape so you can take full control of your portfolio to make empowered financial decisions. If you have a 401(k), an IRA, a pension (or maybe even better, no pension), not sure what to do about Social Security, healthcare, legacy planning, or any other number of financial planning issues then you're in the right place. Because Tim is going to cover anything and everything in the retirement planning spectrum. Call him with your questions at 858-459-3937 or go online to https://www.dyerwealthmanagement.com/ to find out more information! more

For over 15 years, Dave Mortach has helped people find peace of mind in retirement through discussing the advantages of fixed indexed annuities and life insurance. His show helps listeners take the right financial steps toward a lasting retirement. more

On Protecting Your Assets with Steve Shyman, Chicago's retirement, income and wealth coach helps thousands of people plan for a better financial life. Steve helps his clients avoid financial industry traps and manage as much risk, distress and confusion as possible. He treats the goals/objectives of each of his clients as if they were his own, in order to provide sound financial advice.Secure the peace of mind that you're entitled to. Meet with a fiduciary who commits himself to honest and integrity. more

When you think about the next 30-40 years of life, what do you see? Are you happily retired, checking items off your bucket list? Or are you struggling to pay your bills? If you don't have a plan for retirement, you're already behind! Kevin Bock, of Integrity Retirement Solutions, uses his three decades of experience to help people just like you cross the retirement finish line with the confidence that comes from having a customized income plan. When planning for your financial future, there are so many moving parts: income planning, tax planning, healthcare planning and legacy planning, just to name a few. It's important to educate yourself and to work with a professional. Welcome to Kevin's podcast, 'Retirement Talk with Kevin Bock'! Join Kevin for his weekly radio show, 'Retirement Talk with Kevin Bock' Saturdays @ 9:30am on Talk Radio 1320 WJAS! more

The mission of Rock on Retirement is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial world. Each week, the hosts and guests on the show reveal the latest developments in the financial industry to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. more

Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC and Gudorf Financial Group, LLC in Dayton, Ohio. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifically towards residents of Ohio, this podcast is your go-to resource for safeguarding your family's future and building a lasting legacy. more

View Legal is a specialist law firm, focusing on tax, structuring, asset protection, business succession and estate planning. The founders of View Legal are committed to building a law firm that our friends would choose. View Legal is results focused and passionate about delivering solutions in a way that aligns with our 'SPS' - service and price satisfaction - guarantee. more

Tune in every Saturday from 12 to 1pm as Don Wales gives you the info you need to protect your retirement. There are safe financial choices, and you can preserve and grow the money you will need to enjoy the future. Don and his network of financial professionals are ready to help you cultivate you assets for growth in every season! more

Financial and retirement planning guidance from Certified Financial Planner John Teixeira and Nick McDevitt of PFG Private Wealth Management in the Tampa Bay, FL area. On this show, you'll learn about how the financial and retirement world has evolved over the past several decades, how to properly plan for your own future, and some of the important pitfalls to avoid.PFG Private Wealth Management, LLC is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investment involve risk and, unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance. more

Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He's the author of 'Your T.I.M.E is Now', sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in Longmont, Colorado, Frank has helped hundreds of families over the years achieve their retirement goals. Listen and watch the podcast on YouTube as we offer clear strategies and straightforward advice, all designed to empower you in your financial journey. Welcome to The T.I.M.E Blueprint! Visit https://www.oliverassetmanagement.com/ or call 720-897-8463 to get in touch! more

BNP Paribas Cardif propose les #RDVExperts, le podcast destiné aux conseillers en gestion de patrimoine et courtiers.A travers le regard d'experts et de partenaires, découvrez chaque semaine, un décryptage de l'actualité économique, réglementaire et fiscale, ainsi que les tendances business de l'assurance et des marchés financiers.Hébergé par Ausha. Visitez ausha.co/fr/politique-de-confidentialite pour plus d'informations. more

The Ohio Department of Commerce is the state's chief regulatory agency with a specific focus on consumer protection. We issue more than 600,000 licenses, permits, registrations, and certifications each year in various professions, industries, and commercial enterprises. We have a vital role in keeping people, property, and assets safe. From real estate to fireworks, banks to construction, and more, this podcast is a resource for businesses, families, and individuals that want to protect what matters most in their life. more

Dottore Commercialista, Tributarista esperto di trust, Trust and Estate Practitioner TEP, in Milano e Napoli

Discussions on force protection, armor, target hardening and much more!

A series of relevant and timely topics of interest for owners of closely-held businesses. Listen to learn more about retirement and exit planning, understanding and increasing the valuation of your business, exploring M&A opportunities, integrating personal financial planning with business strategies, increasing the readiness vs. attractiveness of your business, strategically investing net proceeds from your sale, de-risking your business and protecting its value, life after exit, and much more. more

Bill Alexander founded and manages an estate planning, asset protection, and elder law practice in Raleigh at W. G. Alexander & Associates. An attorney for over 36 years, he maintains the highest attorney ratings — 'A-v Preeminent' by Martindale-Hubbell, and a '10' rating by Avvo. Bill is a native of Kannapolis, North Carolina and graduated from Davidson College and Wake Forest University Law School. more

Join Kurt Thoennessen, CAPI to learn about the risks that successful individuals and families face today. He will discuss risk management strategies to prevent losses and ideas to help you be more resilient to losses when they occur. He will explore everything from the risks to property, such as homes, art and yachts, to how to become more resilient in the face of loss by having the right insurance coverage in place. Episodes will feature expert knowledge from subject matter experts and/or insights from Kurt's personal experience as a risk manager for successful individuals and families. more

Welcome to Path to Abundant Living, where we address pertinent topics surrounding wealth management to help better position yourself, your family, and your business for success. Listen as Scott Morrison and Matt Nordmann, Managing Partners of Morrison, Nordmann & Associates, tap into their wealth of financial experience and address various strategies and services they utilize for their clients. So sit back, relax, and enjoy intriguing financial conversations that place you on path to abundant living and help you navigate the rest of your life. more