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.
S4, Episode 50: The Duel Interview on Land Investing with Dave Denniston and Kenyon Zitzka [kenyonzitzka.com]
S4, Episode 49: The In‘s and Out‘s of the Real Estate Business with Jeff Dettmer
S4, Episode 48: Business Buying and Selling expertise with Randy Krivo[rkrivo@sunbeltmidwest.com]
S4, Episode 47: Overcoming Physician Burnout with Suja Johnkutty [rechargecoach.com]
S4, Episode 46: A Book Review: The 12 Week Year-Book
S4, Episode 45: My Financial Experiment- Q3 2018 Update
S4, Episode 44: A Tax Reform Breakdown with Tax Expert Diane Gardner
S4, Episode 43: [Roles Reversed Series with Dave] Helpful Tax Tips For Physician Families {Married to Doctors Podcast}
S4, Episode 42: [Roles Reversed Series with Dave] What Is The Freedom Formula? {Wealth Formula}
S4, Episode 41: [Roles Reversed Series with Dave] That 1099 vs W2 Life with Dave Denniston {Doc Outside The Box}
S4, Episode 40: [Roles Reversed Series with Dave] The (Financial) Freedom Formula for Physicians with David Denniston {The Direct Primary Care Podcast Show}
S4, Episode 39: How to Create Passive Income in Real Estate with Shane Connor [Red Rock Capital Group.com]
S4, Episode 38: Investing and Effective Management Strategies with M.C. Laubscher [producerswealth.com]
S4, Episode 37: he Evolution of Primary Care Medicine with Landon Roussel (The Direct Primary Care Podcast Show)
S4, Episode 36: How to Retire Early and Live the Retirement Lifestyle You Want with Cory Fawcett, MD
S4, Episode 35: [FLASHBACK] Let‘s Cover Each Other‘s Backs [A Fireside Chat with Amanda Liu]
S4, Episode 34: Tax Updates and Strategies with Shanyn Stewart of Advanced Accounting and Planning.com
S4, Episode 33: My Financial Experiment- Q2 2018 Update
S4, Episode 32: How to Utilize the Virtual Workforce to Improve Your Business with Brent McClure
Minisode-ParadisePracticeWorkshop.com
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