You've spent all this time and energy and effort building up your assets and slashing your debt.
Now... how do you protect it?
Our next guest is an expert at it!
Brian T. Bradley, Esq. was selected to the Lawyers of Distinction List Three (3) Years in a row 2018, 2019, & 2020, Super Lawyers Rising Star List 2015, nominated to America's Top 100 High Stakes Litigators List, nominated to the 2017 Law Firm 500 Award.
He represents Self-Made Entrepreneurs, Professional Athletes, Business Owners, Medical Doctors, Real Estate Investors, those investing in cash flowing properties, and HNW Families.
In this podcast, you will discover...
- How Brian discovered law (and the not-perfect time that he got out of law school) and pivoted into litigation
- How he made it day-to-day while he was doing pro-bono cases
- What kind of asset protections residents, fellows, and newly practicing physicians should be aware of
- When retirement plans do NOT work for asset protection and how they can be limited in protection
- What the differences are between revocable and irrevocable trusts
- Specific kinds of trusts that are the best for specific states and what you need to know
Resources Mentioned
Asset Protection Services
For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com
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Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration.
The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss.
Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.
S5, Episode 2- Ditch the Mindset with Dr. Eric George
S5 Episode 1- A New Season
S2 Episode 47-Part Two- 7 Lessons from The Doc Outside The Box- A Physician Fireside Chat with Dr. Nii Darko
S2 Episode 46- Part One- 7 Lessons from The Doc Outside The Box- A Physician Fireside Chat with Dr. Nii Darko
S2 Episode 45: Why Proactive Tax Planning Will Change Your Life- An Interview with Diane Gardner
S2 Episode 44-5 Financial Lessons from Broke Athletes
S2 Episode 43: When I Was Fat & Unhappy
S2 Episode 42-The Revolution of The White Coat Investor- A Physician Fireside Chat with Dr. Jim Dahle
S2 Episode 41: Save Your Practice by Increasing Your Revenue With Matt Pierce
S2, Episode 37: 3 Ways To Combat Physician Burnout
S2, Episode 36- Shades of Gray- A Physician Fireside Chat with Dr. Ryan Gray
S2, Episode 35-Kevin Pho- 3 Vital Tips To Managing Your Social Reputation (& Increase Your Income)
S2, Episode 34-[Confession] Why Credit Card Rewards Never Work Out The Way You Plan
S2, Episode 33-The Tax Reduction Prescription With Josh Mettle
S2, Episode 32-The Livingstons- How Low Can You Go?
S2, Episode 30-The ‘Orbitz’ Of Student Loans
S2, Episode 29-Stand Out From the Crowd [A Physician Fireside Chat with Michele Colon, MD]
S2, Episode 29-Randy Bauman- How To Make Acquisitions Stick Like Glue
S2, Episode 28-The Evolution of 3 Financial Stages of Physicians
S2, Episode 27-3 Financial Pitfalls of Residents & Fellows
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