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.
S8, Episode 48 - ”Good Debt” vs ”Bad Debt”
The 2023 Year End Checklist
S8, Episode 47 - What Is the Debt Snowball and the Debt Avalanche?
S8, Episode 46 - Current Rates of Student Loans
S8, Episode 45 - What Is Tax Loss Harvesting?
S8, Episode 44 - When We Get Too Greedy
S8, Episode 43 - Are Bonds Attractive Now?
S8, Episode 42- The Riches in the Land Niches with Justin Sliva of Casual Fridays REI
S8,Episode 41 - Who Is the Smartest Guy I Know? .... His name is JT!
S8, Episode 40 - How To Be a Land Maverick with Jaren Barnes of the Land Maverick Society
S8, Episode 39 - Happiness Driven Accounting (What is that??) with Nolan Bradbury, CPA of Bradfield Accounting
S8, Episode 38 - What’s a Fair Price for Financial Advice? with Cobin Soelberg of Greeley Wealth Management
S8, Episode 37 - A History In Interest Rates
S8, Episode 36 - The Most Tax Efficient Ways I Can Invest in Land
S8, Episode 35 - How to Get R&D Tax Credits with Jonathan Cardella of Strike Tax Advisory
S8, Episode 34 - When Am I Going To Invest in Self-Storage?
S8, Episode 33 - I Paid Off My Mortgage!
S8, Episode 32 - The Real Estate Mogul, MD with Brett Riggins
S8, Episode 31 - The S&P 500 vs The Dow Jones Industrial Average
S8, Episode 30 - Is The Recession Here? Thoughts on Silicon Valley Bank and the Banking Crisis
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