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The Retirement Playbook - Episode 5 (A Wall Around Your Wealth: The Importance of Asset Protection)

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Manage episode 351441982 series 3392496
Content provided by Bryon Spicer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bryon Spicer 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.

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

Connect with Bryon Spicer:

LinkedIn

Website

  continue reading

6 episodes

Artwork
iconShare
 
Manage episode 351441982 series 3392496
Content provided by Bryon Spicer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bryon Spicer 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.

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

Connect with Bryon Spicer:

LinkedIn

Website

  continue reading

6 episodes

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