Podcast | TRUST-CFO®

The TRUST-CFO® Podcast

The TRUST-CFO® Podcast is a series of talks on hot topics with our power-partners and industry leaders to discuss cutting-edge strategies and best practices in planning and administration to help hard-working people know what they don’t know and improve their current and future lifestyle.


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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.

February 12, 2019

The California Asset Protection Guide Post 4: Umbrella Insurance

The California Asset Protection Guide Post 4: Umbrella Insurance So far in this blog post series, we have learned about […]
December 11, 2018

Protect Retirement With a Private Retirement Plan

Protect Your Retirement With a Private Retirement Plan An old law with progressive benefits Since 1970, California law has provided […]
November 15, 2018
California vs. Other States Exemption Rights

The California Asset Protection Guide Post 3: California vs. Other States Exemption Rights

The California Asset Protection Guide Post 3: California vs. Other States Exemption Rights In our last blog post in this […]
November 1, 2018
Know your rights

The California Asset Protection Guide: Your Maybes vs. Your Rights

The California Asset Protection Guide: Your Maybes vs. Your Rights Let’s dive deeper into the realm of assets, risks, and […]
October 24, 2018
Asset Protection Strategies

Six Asset Protection Strategies to Consider

Six Asset Protection Strategies to Consider Your clients work hard for the money they earn and want to make sure […]
October 22, 2018
Happy Hour with Riskalyze

Startup Sac Happy Hour with Riskalyze Co-Founder and CEO Aaron Klein

Startup Sac Happy Hour with Riskalyze Co-Founder and CEO Aaron Klein Tuesday October 23rd at Monks Cellar in Roseville. Trust-CFO […]
October 17, 2018
California Asset Protection

The California Asset Protection Guide: Why Should I Protect?

The California Asset Protection Guide: Why Should I Protect? Be forewarned: this is the scary post. This is the post […]
October 10, 2018
A multi-part series on asset protection in California

The California Asset Protection Blog Series

The California Asset Protection Blog Series Ignorance is bliss, until that which you were ignorant of unleashes a flood of […]
October 3, 2018
Private Retirement Plan

What is a Private Retirement Plan, or PRP? (part 3 of 3)

What is a Private Retirement Plan, or PRP? Private Retirement Plans in California: How do I set up a PRP? […]
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