private retirement planning guide Archives | TRUST-CFO®
September 24, 2019

Episode 22: Josh and Laura Meier of The Meier Firm – part 3

Trust Admin 101: A Crash Course with Meier Law.

On this episode we sit and talk with Josh Meier of Meier Firm about what you should do first if you are chosen as a family Estate Trustee.

September 17, 2019

Episode 21: Josh and Laura Meier of The Meier Firm – part 2

Special Needs Planning... More than just the money.

Special needs planning is about so much more than making sure your loved one has money. On this episode we sat down and discussed the passion that Josh and Laura Meier have for families of children with special needs.

September 10, 2019

Episode 20: Josh and Laura Meier of The Meier Firm – part 1

Josh and Laura Meier... 4 kids and a successful law practice... How we did it.

On this episode of the Wealth Preservation Podcast we learn some of the secrets of building a successful law practice while having a full  and balanced family life. It is absolutely possible to start and grow a successful law practice and raise a family.

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 – 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.

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