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Agency is betting on You, Asset Protection (Part 1)

Agency is betting on You, Asset Protection (Part 1)

Released Friday, 3rd May 2024
Good episode? Give it some love!
Agency is betting on You, Asset Protection (Part 1)

Agency is betting on You, Asset Protection (Part 1)

Agency is betting on You, Asset Protection (Part 1)

Agency is betting on You, Asset Protection (Part 1)

Friday, 3rd May 2024
Good episode? Give it some love!
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I provide a summary and insights from a course I'm teaching monthly in major cities around the country on how to create and hold onto Agency - you need a good defense. Listen in and if this resonates, come join me at one of these events later this year. We'll be in Los Angeles, Denver, Chicago, New York/New Jersey, Miami, Orlando and Houston at a minimum.

Highlights

  • Importance of defense in asset protection.
  • The parallel paths of protection and wealth accumulation.
  • The risks of relying on market-based financial advice.
  • The dangers of passive investments during economic downturns.
  • Building a hierarchy of wealth from the bottom up.
  • Protecting the number one asset: yourself.
  • Deconstructing wealth from the top down during spend-down phase.
  • Preparing for the second episode on trusts and LLCs.

 

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