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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I can buy insurance for that that? Seriously?
Apex Excess and Surplus Line Insurance is a specialty insurance underwriter that specializes in providing insurance for non standard situations. What does this look like?
Construction lawsuits - Not if but when...
Lawsuits are going to happen if you work in or around the construction industry. On this episode we sit down with William Bill Porter of the Porter Law Group. He is a 30 year veteran in the construction litigation and employment law space.
Being in the construction industry means dealing with lawsuits. On today's podcast we are happy to have construction Attorney Bill Porter join the wealth preservation podcast. Mr. Porter has nearly 30 years working with some of the biggest construction firms and their sub contractors in California.
Private equity is about more than growth capital; it can enable businesses to pursue a variety of options: expansion, acquisitions, recapitalizations, partner-led buyouts, shareholder diversification, and more—all while leaving business owners in control...
When it comes to maximizing the value of a business, Craig Mitchell and Justin Horner of DCA Partners are the guys to know.
The IRS owes me money, WHAT??
We are joined by Phil Wilson and Peter Downing from Marcum LLP, a top 15 accounting firm with a global presence.
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.