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