The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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How to Protect Your Wealth for Generations with Court Pitcher of Legacy Lock - Episode 336
Manage episode 461451151 series 2909608
Content provided by Curtis May. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Curtis May or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode of The Practical Wealth Show, I sit down with Court Pitcher, co-founder of Legacy Lock, to uncover the secrets of smart legacy planning. Most people don’t realize that failing to set up a trust can leave their family with huge legal headaches, unnecessary taxes, and costly probate. Court shares why a trust is one of the most powerful financial tools for protecting your assets and ensuring your wealth is passed down seamlessly.
Highlights
- The biggest estate planning mistakes (and how to avoid them)
- Why wills aren’t enough – the power of trusts explained
- How to bypass probate and keep control over your wealth
- Estate planning for business owners and real estate investors
- The #1 thing you need to do TODAY to secure your family’s future
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - [email protected]
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Court Pitcher https://www.linkedin.com/in/court-pitcher-09b74548
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
347 episodes
Share
Manage episode 461451151 series 2909608
Content provided by Curtis May. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Curtis May or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode of The Practical Wealth Show, I sit down with Court Pitcher, co-founder of Legacy Lock, to uncover the secrets of smart legacy planning. Most people don’t realize that failing to set up a trust can leave their family with huge legal headaches, unnecessary taxes, and costly probate. Court shares why a trust is one of the most powerful financial tools for protecting your assets and ensuring your wealth is passed down seamlessly.
Highlights
- The biggest estate planning mistakes (and how to avoid them)
- Why wills aren’t enough – the power of trusts explained
- How to bypass probate and keep control over your wealth
- Estate planning for business owners and real estate investors
- The #1 thing you need to do TODAY to secure your family’s future
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - [email protected]
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Connect with Court Pitcher https://www.linkedin.com/in/court-pitcher-09b74548
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
347 episodes
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Similar to The Practical Wealth Show
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Millionaire University is on a mission to help you build wealth, achieve financial freedom, and create a business that supports the life you want. We reveal proven strategies for business growth, personal finance, and investing—teaching you how to increase your income, build passive revenue streams, and take control of your money. You will learn how to start and scale a business, make smarter financial decisions, and build lasting wealth—all while creating a life of impact and fulfillment. G ...
…
continue reading
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
…
continue reading
Welcome to an exciting new season of the podcast Your Career: Choice or Chance? - as we dive into the ever-evolving world of GenAI in the Workplace and explore the latest trends, experiences, and career journeys shaping the future of work as AI is increasingly ingrained in it. Each episode provides fresh insights, addressing the transformative influence of GenAI in shaping the workforce of tomorrow, making it a must-listen for anyone interested in staying ahead in the ever-evolving world of ...
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continue reading
Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Timeless wisdom in an accelerating world. Hosted by Shane Parrish. “The highest density of wisdom per episode of any podcast.” Weekly Newsletter: fs.blog/newsletter Books: fs.blog/books X: x.com/ShaneAParrish IG: www.instagram.com/farnamstreet LI: www.linkedin.com/in/shane-parrish-050a2183
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
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Go offline with the Player FM app!
Go offline with the Player FM app!
