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A Wall Around Your Wealth
Manage episode 318585871 series 2930316
Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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.
In the latest installment of Path to Abundant Living, Matt and Scott explore some foundational asset protection strategies that you may want to consider.
Matt and Scott are routinely having these conversations with their clients to put them on their own path to abundant living, while also building a proverbial wall around their wealth. So sit back, relax, and enjoy another thought-provoking conversation!
Timecodes:
0:07 - Introduction and overview on topic of the day
1:47 - What is asset protection and who needs it?
4:15 - People don't often have adequate asset protection plans in place
5:42 - How someone should start this process of getting an asset protection plan in place
6:50 - What should your asset protection plan entail and address?
9:00 - Next-level asset protection strategies to consider
11:10 - Utilize the right team for your asset protection plan!
12:57 - The mistakes Matt and Scott often see on asset protection plans
16:26 - How to get in touch with Matt and Scott to discuss asset protection for yourself
18:45 - Closing remarks
Connect with Scott Morrison and Matt Nordmann:
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