private retirement plan Archives | TRUST-CFO®
August 20, 2019

Episode 17: Jim Cunningham of Cunningham Legal – part 3

Nursing Homes and Aging Parents - This is Expensive
The average American will spend more on health care in their last 10 years of life than they have spent total up to that point. By 2030 there will be nearly 75 million people over the age of 65 living in America. As the baby boomers get older, the massive costs to care for the aging population are only going to increase. Currently in California the average monthly cost for nursing home care is $9,500. On this episode we are joined by attorney Jim Cunningham to talk about some strategies to help people solve this problem and ensure that people that have saved their entire life do not see their hard work wiped out.

August 13, 2019

Episode 16: Jim Cunningham of Cunningham Legal – part 2

Stretch That IRA… Stretch it real Good
The IRA is a very misunderstood, but powerful, retirement planning tool. Most people and their advisors do not understand the options they have when choosing how to pass on an IRA to the next generation. On this episode we sit down and talk with Jim Cunningham of Cunningham Legal about a powerful IRA transfer tool, the IRA Inheritance Trust.

August 6, 2019

Episode 15: Speaking with Jim Cunningham of Cunningham Legal – part 1

Attorneys Can Be Awesome… and finding a good one can be hard.
This week we are joined by super lawyer Jim Cunningham of Cunningham Legal and author of the book Savvy Estate Planning. We speak about Jim’s unique growth strategy and how his firm has grown to 11 offices all over California. On this episode we talk about the greatest transfer of wealth that has ever happened in the United States as the Greatest Generation pass wealth to Baby Boomers and Generation X.

July 30, 2019

Episode 14: Speaking with Bob Spadafore & Jay Stobaugh of Apex Insurance – part 2

How to Reduce Taxes and Increase My Protection - What Every Business Owner Should Know
Reducing taxes and protecting the business is every business owners top priority. Bob Spadafore and Jay Stobaugh of Apex Excess and Surplus lines join the TRUST-CFO Wealth Protection Podcast to talk about the alternative risk mitigation industry.

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.

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