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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July 12, 2016
No Administration = no plan

No Administration No Implementation Makes For A Worthless Plan

Administration is the Key to Plan Success When a Client walks in our office the first item we look at […]
July 8, 2016
Judicial Hell Hole

We Understand… California named “Judicial Hellhole”

Judicial Hell Hole California is a hard place to do business and we get it As we have been saying […]
July 5, 2016
Put a dome of protection over your world.

What resources and information is available for Private Retirement Plans? Part 5

Attorneys, Advisors, or Administrators? Private Retirement Plans are not as well-known as IRAs and more traditional tax oriented retirement plans; […]
July 5, 2016
A Private Retirement Plan can keep you safe

Private Retirement Plan: What’s it worth? Part 4

The economic value of a private retirement plan A Private Retirement Plan provides many economic benefits over traditional methods due […]
July 5, 2016
Get a Legitimate Asset Protection Plan

Is My Private Retirement Plan Legit? PART-3

How do I ensure my PRP is set up correctly? How do I know my money is safe? The benefits […]
July 5, 2016
Using a PRT for Funding your future

Funding your future: Difference between Private Retirement Plans and Tax Oriented Retirement Plans Part-2

How is a Private Retirement Plan different from other retirement plans? Funding your future retirement…. Now that you know what […]
July 5, 2016
Protecting your family and world

Private Retirement Plans in California: How Safe is Your Retirement Savings? PART-1

Private Retirement Plans provide the highest level of protection for Californians retirement savings and financial future If you’re a California […]
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