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November 13th, 2018

601-Asset Protection Planning for Mere Mortals – Part 1

  1. 601-Asset Protection Planning for Mere Mortals - Part 1 Joshua Sheats 35:45

I Love the topic of asset protection planning. It’s super interesting to me.

But my observation is, like most topics, people involved in the business talk about what they can sell. The lawyers talk about corporations and trusts because they sell them. The insurance agents talk about life insurance and annuities because they sell them.

Since I don’t sell that stuff, I think about you and what I think can help you.

And in today’s show, I want to give you a simple starting place: think about your assets and think about the risk you’re trying to protect them from. Then make your plans.

Details in the show.

Joshua

 

Joshua Sheats Teacher, Host, Broadcaster, Entrepreneur

Joshua J. Sheats, MSFS, is the world's leading authority on integrating lifestyle goals and money goals without conflict. He teaches normal people how to seamlessly connect the science of financial planning with the joy of goal achievement.

Joshua is dedicated to helping normal people achieve financial freedom by merging creative (and crazy) ideas from the world of personal finance with the academic integrity of formal financial planning. He simplifies complex money topics and makes boring financial mumbo-jumbo less boring.