How To Set Up Your Will & Trust

September 23rd, 2021

In this episode of Wealth Protector TV & Radio, we are pulling the curtain on what exactly goes into getting your Will & Trust done.

We've all heard about the importance of getting an estate plan, but a lot of people don't really know what happens behind the scenes. And people don't realize the critically important decisions they need to make.

Join me as I sit down with paralegal Kraig Strom of the estate planning law firm BarthCalderon as he breaks it all down.

Share | Download(Loading)

”Must Have” Estate Planning Documents (feat. Brent Honea, Esq.)

September 10th, 2021

📺 You have to get your advanced medical directive and financial power of attorney in place...

Most people spend more time looking in the fridge vs estate planning.

MISTAKE!

You see, estate planning is about taking control of your life right now. It's not just about dying.

Join me on the latest episode of Wealth Protector TV as top attorney Brent Honea reveals exactly what YOU need to know about estate planning.

Paul

Share | Download(Loading)

Entrepreneur Interview (feat. John Riera)

June 14th, 2021

If you own investment property then you want to know John Riera.

He's the guy who can help you to make sure an issue such as mold doesn't get out of hand and lead to unforeseen tenant liability.

Join me for an eye opening discussion with John.

Share | Download(Loading)

Probate Is Nasty

June 10th, 2021

📺 Are You Exposed To Probate?

If you don't have a living trust in place or you forget to place assets into your trust, then your butt is going to probate.

And it's nasty. It's expensive, can freeze up assets for a long time and can lead to family arguments.

So what's to know about probate? Join our recent episode of Wealth Protector TV as top attorney Dave Singh reveals exactly what you need to know about probate.

Grab our free estate and asset protection assessment by texting GUARDASSETS to 650-459-2712 and pick a time for your call.

Share | Download(Loading)

Breaking Down Bernie Sanders New Tax Proposal

April 9th, 2021

Bernie Sanders released a new tax proposal and it's a whopper. Would be transformational and nothing we've seen in over 50 years.

Join us as our founder Harry Barth breaks it down, you MUST understand what's in this proposal.

Share | Download(Loading)

Handling Mold To Prevent Tenant Liability

April 6th, 2021

Mold in your rental property can lead to serious liability if not handled properly. I sit down with noted expert John Riera to get a hot take on handling mold.

Share | Download(Loading)

Asset Protection For Your Business (feat. Brent Honea, Esq.)

February 3rd, 2021

Owning a business is awesome, but it comes with the possibility of unforeseen liability.

Asset protection planning is the process of organizing your assets IN ADVANCE OF A LIABILITY in order to guard them from a financial calamity.

Join us on this episode of Wealth Protector TV where expert attorney Brent Honea breaks down exactly what every business owner should be thinking about.

Share | Download(Loading)

Asset Protection For Your Business

January 15th, 2021

Join my colleague David Calderon as he pulls the curtain on best practices for protecting your business from unforeseen liability.

There are 40 million lawsuits filed in the U.S. each year and getting worse. Don't get caught in the liability storm with your guard down.

This is part of our ongoing Wealth Protector TV series where we bring you actionable tools and strategies to help you in some way.

Share | Download(Loading)

New President, New Rules

November 4th, 2020

Estate planning is an ever changing scenario. An election year typically brings big changes to planning and this year is no different. 

If you have outdated planning or don't have an estate plan at all, be sure to get the monkey off your back and get updated.

Why? Because estate planning is about taking charge of your life right now. If you don't step in, then the courts will happily start making decisions for you.

Share | Download(Loading)

Is Your Living Trust Updated?

September 10th, 2020

Share | Download(Loading)

- Older Posts »

Podbean App

Play this podcast on Podbean App