182-Asset Protection Planning: A Practical, Introductory Primer
Radical Personal Finance
Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
4.2 • 1.9K Ratings
🗓️ 22 April 2015
⏱️ 46 minutes
🧾️ Download transcript
Summary
I'm fascinated by the topic of asset protection planning. It engages my personal enjoyment of complicated, intricate planning.
It's in important area of planning. But it's also one of the most over-hyped areas filled with sleazy marketing and sleazy business practices.
How do we work through this?
Today, I introduce the topic to you in a down-to-earth, accessible way.
We'll keep a healthy sense of paranoia and a healthy sense of reality firmly together as we traipse through these topics.
Enjoy the show!
Joshua
- Support Radical Personal Finance! http://radicalpersonalfinance.com/patron
Transcript
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| 0:00.0 | One of the missions of Radical Personal Finance is to help you save money. |
| 0:05.0 | Today is no exception. |
| 0:07.0 | So here's my charge to you. |
| 0:08.0 | Listen to today's show, and then think about how much it's worth. |
| 0:12.0 | And then at the end of the show, go to radical personal finance. |
| 0:15.0 | com slash patron and put in something of that number. |
| 0:20.0 | My suggestion is one-tenth of the amount of money that you think the show is worth on a monthly basis |
| 0:26.0 | Radical Personal Finance.com slash patron. Radical Personal Finance is 100% listener supported. that means you thank you |
| 0:34.7 | today let's talk about asset protection planning we'll dig into the sexier side of financial planning and let's see if I can |
| 0:46.8 | give you some useful ideas to make sense of this topic. Welcome to the Radical Personal Finance Podcast. My name is Joshua Sheets and this is |
| 1:11.1 | episode 182 of the show where we dig into asset protection planning. |
| 1:15.0 | Kind of an introduction, a basic primer for you today. |
| 1:19.0 | Yesterday was pretty deep, pretty heavy, pretty difficult, pretty long. So today is going to be lighter, |
| 1:26.8 | shorter, more technical, and no philosophy. So we'll go directly against yesterday's show. |
| 1:34.0 | Not necessarily directly against, but just simply want to point out that we can sometimes just talk |
| 1:43.8 | about some concepts that don't involve that don't involve a disagreement over |
| 1:48.7 | world views and then but I will actually point out that even in today's show you'll |
| 1:52.3 | see that there are |
| 1:53.0 | worldview and ethics and morality is a big deal. Today let's talk about asset |
| 1:58.0 | protection. Now this is one of the areas that I've always been interested in |
| 2:01.2 | because it's it appeals to my love of the |
| 2:05.2 | sexier side of financial planning you know when you start your career selling life |
... |
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