Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core … read more
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
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