The Retirement Playbook - Episode 5 (A Wall Around Your Wealth: The Importance of Asset Protection)
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Being wealthy and successful is great in many ways, but it can put a target on your back for frivolous lawsuits. Asset protection planning can help you better safeguard your wealth.
On the latest episode of The Retirement Playbook, we're exploring some foundational asset protection strategies that you may want to consider for your financial plan.
We'll provide an overview into this realm of financial planning, as well as some next-level approaches to maximize asset protection strategies.
Timecodes:
0:06 - Introduction and overview on the topic of the day
1:28 - What is asset protection planning and who needs it?
3:28 - It's about building a wall around your wealth
4:45 - Successful people recognize the need for asset protection planning
7:03 - Where to begin with asset protection planning strategies
10:54 - Some next-level asset protection planning strategies to consider
13:39 - You want to align yourself with the right team of professionals
15:26 - The common mistakes made within asset protection planning strategies
17:31 - How to get in touch with Bryon and his team
18:20 - Closing remarks
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6 episodes