Podcast | TRUST-CFO®

Wealth Preservation Podcast

The TRUST-CFO® Wealth Preservation 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.


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June 11, 2019

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

Am I paying too much in taxes?
In this episode we have Phil Wilson and Peter Downing from Marcum LLP, a top 15 accounting firm with a global presence.

June 4, 2019

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

Why have I never heard of a PRP?
The Trust-CFO team digs into this topic to explore why Private Retirement Plans have not been sold or recommended often in the California marketplace.

May 28, 2019

Episode 5: What does TRUST-CFO do?

Ray Olmo and Josh Saunders explain what a Private Retirement Plan is, and how it has become a must-have for California residents.

May 17, 2019

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

This episode is the TRUST-CFO origin story of what inspired our founding partners' passion to help clients protect their hard work. Our firm has seen firsthand the misery that can be created when clients are unprepared for a death or a lawsuit.

April 22, 2019

Episode 3: Jeff Verdon, part 3

This episode is part 3 of a 3 part series where Ray & Josh speak with Jeff Verdon of Verdon Law Group.

April 22, 2019

Episode 2: Jeff Verdon, part 2

This episode is part 2 of a 3 part series where Ray &Josh speak with Jeff Verdon of Verdon Law Group.

April 22, 2019

Episode 1: Jeff Verdon, part 1

This first episode is part 1 of a 3 part series where Ray & Josh speak with Jeff Verdon of Verdon Law Group.

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