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Nobody puts estate or asset protection planning as the #1 fun activity on the list, but getting organized and updated with your planning does not have to be painful. Here at BarthCalderon, we have a process that helps you get organized in an efficient and painless way.
Episodes
Friday May 30, 2025
Friday May 30, 2025
Wow, what an incredible chop up with Miguel. He is one of the most unique realtors I have ever met. Miguel is from Mexico and has served as a fiduciary for probate cases and became a realtor to further help his clients with the transition of property. Probate sales require a special expertise that most realtors don’t have, Miguel is the exception. Join me as I get into the trenches of Miguel’s practice.
Friday May 30, 2025
Friday May 30, 2025
Don’t miss this episode featuring two incredible business consultants, Michael McLin and Steve Bonebreak, focused on leadership development, financial consulting, operational efficiencies, peer groups for owners and so much more.
Tuesday Mar 18, 2025
Tuesday Mar 18, 2025
On this episode of Wealth Protector TV, BarthCalderon attorney Noelle Bryce pairs up with Alexandra Alvarado of the American Apartment Owners Association to inform on Estate Planning and Asset Protection for Rental Property Owners.
Get on a Zoom with a top attorney from our team for a complimentary estate and/or asset protection planning assessment…
Text GUARDASSETS to 650-459-2712 to book your Zoom.
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Tuesday Feb 18, 2025
Tuesday Feb 18, 2025
He’s the founder of what is known today as ProVisors and just an incredible entrepreneur.
On this episode of Wealth Protector TV, you will meet Davis Blaine and he’s someone you will want to connect with. Jump in.
Tuesday Feb 11, 2025
Tuesday Feb 11, 2025
Did you miss our recent livestream event?
Kaaren Hall, President of uDirect IRA Services, broke down everything you need to know about Self-Directed IRA’s including how to invest in real estate using this tool, how to roll over 401k balances, the rules you must adhere to - and more!
James Nguyen, top asset protection attorney, revealed the important aspects of an IRA LLC.
This tool is extremely important if you are buying property in your Self-Directed IRA.
Learn more with Kaaren, email her team at info@udirectira.com or visit their site udirectira.com
Get your free asset protection assessment with an attorney: Text GUARDASSETS to (650) 459-2712 to sign up
Tuesday Jan 14, 2025
Tuesday Jan 14, 2025
Did you miss our recent Wealth Protector TV Livestream?
Top IP attorney Joe Teleoglou revealed the #1 issues you need to know when it comes to your IP.
Get exclusive access to Joe in this episode of Wealth Protector TV.
Tuesday Dec 31, 2024
Tuesday Dec 31, 2024
Join us as BarthCalderon, LLP founder and Senior Managing Partner Harry Barth dives into the hot planning issues related to the new political landscape.
Thursday Oct 17, 2024
Thursday Oct 17, 2024
In this episode, BarthCalderon attorney Noelle Bryce walks us through what to consider in choosing the right executor.
Thursday Oct 10, 2024
Thursday Oct 10, 2024
In this episode, BarthCalderon attorney Noelle Bryce walks us through pitfalls to consider when creating your estate plan.
Tuesday Sep 17, 2024
Tuesday Sep 17, 2024
Top asset protection attorney Harry Barth and insurance expert Jerry Conrey are teaming up to bring you an eye-opening LIVE webinar.
In this episode of Wealth Protector TV, you are going to get LIVE access to two highly sought after experts who will reveal their top tools, tips and strategies for protecting your assets.
Jerry will reveal the mistakes owners make that lead to horrible personal financial outcomes and how to avoid them.
We will have live Q&A for you to ask any and all questions about your own business. We hope to see you there.
Get your free asset protection assessment: Text GUARDASSETS to (650) 459-2712 to sign up