Podcast | TRUST-CFO®

Wealth Protection Podcast

The TRUST-CFO® wealth protection podcast is a series of talks on hot topics with partners Raymond F. Olmo and Josh Saunders as they invite industry leaders to discuss cutting-edge strategies and best practices in planning and administration to ensure successful people (specifically in California) keep more of their money for a better lifestyle and safe, secure and private retirement.


You can also listen on / subscribe at:

Listen on Google Play Music


July 16, 2019

Episode 12: Speaking with Bill Porter of AppliedLegal.com – part 2

Episode 12: Speaking with Bill Porter of AppliedLegal.com – part 2 The TRUST-CFO wealth protection […]
July 9, 2019

Episode 11: Speaking with Bill Porter of AppliedLegal.com – part 1

Episode 11: Speaking with Bill Porter of AppliedLegal.com – part 1 The TRUST-CFO asset protection […]
July 2, 2019

Episode 10: Justin Horner and Craig Mitchell of DCA Capital Partners – part 2

Episode 10: Justin Horner and Craig Mitchell of DCA Capital Partners – part 2 The […]
June 25, 2019

Episode 9: Justin Horner and Craig Mitchell of DCA Capital Partners

Episode 9: Justin Horner and Craig Mitchell of DCA Capital Partners The TRUST-CFO asset protection […]
June 18, 2019

Episode 8: Phil Wilson and Peter Downing with Marcum, LLP – part 2

Episode 8: Phil Wilson and Peter Downing with Marcum, LLP – part 2 The TRUST-CFO […]
June 11, 2019

Episode 7: Phil Wilson and Peter Downing with Marcum, LLP – part 1

Episode 7: Phil Wilson and Peter Downing with Marcum, LLP – part 1 The TRUST-CFO […]
June 4, 2019

Episode 6: Why have I never heard of a PRP?

Episode 6: Why have I never heard of a PRP? The TRUST-CFO asset protection podcast […]
May 28, 2019

Episode 5: What does TRUST-CFO do?

Episode 5: What does TRUST-CFO do? The TRUST-CFO asset protection podcast is a series of […]
May 17, 2019

Episode 4: What is TRUST-CFO and what is a Private Retirement Plan (PRP)?

Episode 4: What is TRUST-CFO and what is a Private Retirement Plan (PRP)? The TRUST-CFO […]
April 22, 2019

Episode 3: Jeff Verdon, part 3

Episode 3: Jeff Verdon, part 3 The TRUST-CFO asset protection podcast is a series of […]
Diagnostic Calculator