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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July 23, 2019

Episode 13: Speaking with Bob Spadafore & Jay Stobaugh of Apex Insurance – part 1

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?

July 16, 2019

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

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.

July 9, 2019

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

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.

July 2, 2019

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

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...

June 25, 2019

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

When it comes to maximizing the value of a business, Craig Mitchell and Justin Horner of DCA Partners are the guys to know.

June 18, 2019

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

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.

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.

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