Wealth Protector

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.

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.

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.

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If you have outdated planning or don't have an estate plan at all, be sure to get the monkey off your back and get updated.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

Own property? It's a great investment but owning property also comes with built in liability.

There is inside liability which comes from anything associated with the property.

There is outside liability that can attack your property as an asset for creditors to take.

Understand how a properly built and maintained Limited Liability Company can guard you from all the above.

I sat down with two noted experts in Private Retirement Plans. Harry Barth is the Founder & Senior Managing Partner for the asset protection law firm BarthCalderon, LLP. Ray Olmo is CEO at Trust CFO.

Join us for this eye-opening discussion on how owners use Private Retirement Plans to guard assets and enjoy big tax reduction benefits.

There is a difference between retirement accounts such as IRAs and 401Ks when it comes to liability protection. Make sure you understand the difference, it's a big deal.

Do you have 8 high touch points when prospecting?

 

Vast majority of leads are long term so you need to have a system in place for numerous touches. Email nurture plays a role as do other tools like your CRM.

 

There are strategies to automate your touches and they "type" of touch also matters a ton.

 

Either way, you need to have a process in place for multiple high level touches to convert a prospect to each new step in your sales funnel.