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.
S7, Episode 19 - The BEST Time to Do Roth Conversions
S7, Episode 18 - The SUPER Back Door Roth
S7, Episode 17 - The Front-Door and Back-Door Roth
S7, Episode 16 - A Journey in Self Storage with Jeremy and Jennifer Perkins
S7, Episode 15 - Mark Livingston’s Journey in Real Assets
S7, Episode 14 - BONUS EPISODE- What Are IBonds?
S7, Episode 13 - What You Need to Know About Life Insurance
S7, Episode 12 - What You Need to Know About Disability Insurance
S7, Episode 11 - Roth Conversions
S7, Episode 10 - My Next Financial Experiment
S7, Episode 9 - How to Use Novelty in Your Investments
S7, Episode 8 - Why I Hate Illiquid Investments
S7, Episode 7 - How to Fight Inflation with Your Portfolio
S7, Episode 6 - Buying a Medical Office Building with Trisha Talbot of DocProperties
S7, Episode 5 - All About Franchises with Jon Ostenson
S7, Episode 4 - Financing College Education
S7, Episode 3 - Asset Allocation
S7, Episode 2 - First Meeting with Financial Advisor
S7, BONUS EPISODE- Four Investment Opportunities in 2022
S7, Episode 1 - How to select financial advisor?
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