Assets Protection Strategies – Douglass Lodmell

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6 • 658 Ratings

🗓️ 14 January 2022

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

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Summary

Worried about lawsuits? Looking to hide your wealth from creditors? Want to make your wealth impenetrable?

This week we interview Doug Lodmell on some of the best asset protection strategies to Protect Your Wealth. We discuss the simple and complex strategies that Uber wealthy families use to protect themselves from outside and inside risks.

For more information, visit the show notes at https://moneytreepodcast.com/assets-protection-strategies-douglass-lodmell

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance
Megan Gorman | The Wealth Intersection

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Transcript

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0:00.0	Welcome to the Money Tree Investing Podcast.
0:04.7	Stock market, wealth, personal finance, value stocks, invest in your life.
0:11.0	Hello, the Smart Money Tree podcast listeners.
0:13.0	Welcome to this week's show.
0:14.3	My name's Kirk Chisholm and I will be your host.
0:16.9	So today we're talking with Doug Laudmel.
0:19.3	How you doing today, Doug?
0:20.4	I'm great, Kirk.
0:21.3	Thanks.
0:22.2	Good.
0:22.4	I'm glad to have you on.
0:23.3	I've been getting a lot of requests from this from our listeners.
0:25.7	We're going to be talking about asset protection.
0:28.0	This is a topic that I know we could go a lot of different directions, but maybe you
0:33.0	could just start by telling listeners a little bit about your background so we get to
0:35.7	know you a little bit.
0:36.9	Sure. I'm an attorney, asset protection attorney. So I went to school in New York City,
0:41.9	NYU with a tax masters, ironically, which has turned out to be pretty helpful in the asset
0:47.1	protection context because it does have something to do with taxation and how we can talk
0:52.4	about that if you'd like. There's a lot of confusion. Asset
0:55.4	protection involves offshore and so therefore that usually gets a tax conversation going.
1:01.0	I've been practicing for our 25 years and doing nothing but asset protection.
	...

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