Wealth Preservation Podcast
70 episodes - English - Latest episode: over 1 year ago -Everyone has failed. Everyone has made mistakes. Exceptional individuals who exude stoicism are FULL of insight as to what they should have done differently to further their career beyond where it is today. But where do you find these titans of industry who dominate their field year after year? Right here. On the Wealth Preservation Podcast, we interview entrepreneurs with impressive stories, and accomplished advising counselors who provide innovative strategies that push their clients to the next level - creating a “cliff notes” outline to advanced strategies that may just be applicable to your industry. So, buckle up! We hope you enjoy and learn, because we truly believe that if you earn it you should preserve it!
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Episodes
BTB Legal: Protecting Assets and Taking Names!
August 17, 2020 19:00 - 58 minutes - 40.3 MBBrian Bradley of BTB Legal joins us on the Wealth Preservation Podcast as we explore the systems and procedures he puts in place to best set up his clients with the most cost efficient yet effective asset protection planning possible. No two people are alike and therefore plans MUST be flexible and designed around specific need and desires. We bust some of the asset protection myths and common mistakes, identify how you can absolutely OVERSPEND on your planning, walk through creating ince...
BTB Legal: Protecting Assets and Taking Names!
August 17, 2020 19:00 - 58 minutes - 40.3 MBBrian Bradley of BTB Legal joins us on the Wealth Preservation Podcast as we explore the systems and procedures he puts in place to best set up his clients with the most cost efficient yet effective asset protection planning possible. No two people are alike and therefore plans MUST be flexible and designed around specific need and desires. We bust some of the asset protection myths and common mistakes, identify how you can absolutely OVERSPEND on your planning, walk through creating ince...
BTB Legal: Building a Successful Law Practice Using Systems and Grit
August 04, 2020 06:00 - 44 minutes - 30.4 MBBrian Bradley of BTB Legal joins us on the Wealth Preservation Podcast and shares his journey of opting out of Navy Seal training to become an attorney entrepreneur. If you're thinking that building a successful law practice came easy, think again. His journey begins with getting out of law school right as a recession swept the nation and doors were closed to new hires in the legal world. His story continues to impress as he took unconventional tactics to build a name for himself, establis...
Thomas Chiropractic: Stepping Up Your Social Networking Game
July 20, 2020 15:00 - 45 minutes - 31.5 MBWe sat down with successful entrepreneur, Twitter savant, and affordable chiropractor businessman Jared Thomas and asked for his secrets in growing and maintaining a social media following WITHOUT sacrificing multiple hours of the work week. While many can get lost in the vortex that is the world wide web, this social media chiropractor spends minimal time on his platforms, has grown a large following, and actually has fun doing it! Listen and learn from Dr. Thomas as he goes into his a...
Thomas Chiropractic: Cracking Backs and Breaking Free from Scarcity
July 06, 2020 02:00 - 51 minutes - 35.7 MBWe sat down with successful entrepreneur, Twitter savant, and affordable chiropractor businessman Jared Thomas and captured his “how I started my chiropractic practice” story. Looking at his high-volume model, you might think he either inherited a successful practice or had deep pockets. WRONG! Dr. Thomas gave praise to someone you would NOT expect when it comes to running a popular chiropractor business: Henry Ford. So, how does the automobile revolution tie in with the chiropractic indu...
Whole Story Meals: Going from Idea to Production While Raising Five Kids!
June 19, 2020 17:00 - 1 hour - 46.1 MBThe Wealth Preservation Podcast didn't want to stop at just learning about the "WHY" behind Whole Story Meals’ approach to a nutritionally dense enteral formula. We wanted to know the HOW!? Seriously! How does a single mother entrepreneur take an ingenious idea and get it from her kitchen to production, ALL while maintaining her "raise ‘em wild" parenting style and staying active with a tubie? Life with a special needs child can make everyday tasks more cumbersome, but that didn't stop Au...
Whole Story Meals: The Momprenuer Fighting for the Right to be Fed Well!
June 05, 2020 14:00 - 54 minutes - 37.2 MBAutumn Cullen came on the Wealth Preservation Podcast and laid down the hammer: nobody has excuses! That’s right! When the mother of 4 high energy boys found out she was having a special needs “tubie” baby (term used for community of tube fed individuals), she made it her mission to raise her daughter in the highest of standards without compromising the upbringing of her boys. That is were she ran into issues. Commercial formula did not provide her daughter with the dietary stability that ...
Whole Story Meals: the momprenuer fighting for the right to be fed well!
June 05, 2020 14:00 - 54 minutes - 37.2 MBAutumn Cullen came on the Wealth Preservation Podcast and laid down the hammer: nobody has excuses! That’s right! When the mother of 4 high energy boys found out she was having a special needs “tubie” baby (term used for community of tube fed individuals), she made it her mission to raise her daughter in the highest of standards without compromising the upbringing of her boys. That is were she ran into issues. Commercial formula did not provide her daughter with the dietary stability that ...
Whole Story Meals: The Mompreneur Fighting for the Right to be Fed Well!
June 05, 2020 14:00 - 54 minutes - 37.2 MBAutumn Cullen came on the Wealth Preservation Podcast and laid down the hammer: nobody has excuses! That’s right! When the mother of 4 high energy boys found out she was having a special needs “tubie” baby (term used for community of tube fed individuals), she made it her mission to raise her daughter in the highest of standards without compromising the upbringing of her boys. That is were she ran into issues. Commercial formula did not provide her daughter with the dietary stability that ...
Whole Story Meals: The Mompreneur Fighting for the Right to be Fed Well!
June 05, 2020 14:00 - 54 minutes - 37.2 MBAutumn Cullen came on the Wealth Preservation Podcast and laid down the hammer: nobody has excuses! That’s right! When the mother of 4 high energy boys found out she was having a special needs “tubie” baby (term used for community of tube fed individuals), she made it her mission to raise her daughter in the highest of standards without compromising the upbringing of her boys. That is were she ran into issues. Commercial formula did not provide her daughter with the dietary stability that ...
Ed Cotney Talks Roth Conversion, Estate Tax Strategies and More
May 18, 2020 21:00 - 48 minutes - 33.2 MBWhile so many focus on rate of return, tax strategist Ed Cotney sheds light on why tax diversification in retirement planning is critical for wealth preservation! He also outlines that proper planning and getting excellent council is important in deciding when to do a Roth conversion. We dive into various estate tax strategies, and Mr. Cotney gives alarming arguments as to why you should probably start developing a 401(k)-liquidation strategy now! While tax deferment is great, there are s...
Rethinking Taxes, Donating Stock to Charity, and how the SECURE Act changed the RMD
May 05, 2020 03:00 - 52 minutes - 35.9 MBWow is this episode full!? Mr. Ed Cotney is a tax and business strategist with an impressive background. In his opinion, even those considered, by many, as tax savants are only truly using a fraction of the 80,000+ pages of the IRS tax code. He thinks we should look at some of those pages. Mr. Cotney walks us through the tax difference of donating stock to charity versus donating cash to charity -- this could make you rethink charitable planning all together! We also tap into how the SECUR...
Capital Gains and Accelerated Depreciation: A Tax Love Story
March 28, 2020 02:00 - 45 minutes - 31 MBThey say two things are certain: death and taxes. Our guest had not much to say about minimizing the former, but a TON on handling the ladder! Eli Weiner sat down (again) with the Wealth Preservation Podcast and walked through examples of how the current tax code (specifically that of accelerated depreciation) has helped many of his co-investors with realized capital gains tax pain. One of the most bittersweet feelings in the world of wealth accumulation is realizing a large gain from a s...
Three Ingredients in Making an Entrepreneur: Mambas, Mistletoe, and Moons Over My Hammy
March 15, 2020 18:00 - 48 minutes - 33.3 MBYou’ve heard the success cases before: a driven individual, graduates at the top of their class, star athlete, scholarship to a great school, stellar job out of the gate…it almost seems too perfect. Well here is a story of the NON perfect road to success! Eli Weiner, president and “trailblazer” of The BoaVida Group admits that he is not the textbook case for business success. He even jokes that learning from a textbook is not his strong suit. But that is the beauty of the entrepreneurial ...
Advanced Estate Planning, Charitable Strategies, and a Whole Lot of Acronyms!
February 28, 2020 08:00 - 42 minutes - 29.3 MBIDGT, BDIT, GRAT, QPRT, CLAT, CRAT…. it’s all basic, right? NOPE! Jeff Stephens, attorney and partner at GVM Law, gives us stories and hypothetical examples of advanced estate planning and charitable planning. Fair warning: some of these tidbits are a little mind bending and complicated, BUT, that is kind of the point! Hearing stories of trusts in action can give some context as to when they are appropriate. It might also make you think, “Hey! That’s me!” If you need more information on th...
Advanced Estate Planning, Charitable Strategies, and a Whole Lot of Acronyms!
February 28, 2020 08:00 - 42 minutes - 29.3 MBIDGT, BDIT, GRAT, QPRT, CLAT, CRAT…. it’s all basic, right? NOPE! Jeff Stephens, attorney and partner at GVM Law, gives us stories and hypothetical examples of advanced estate planning and charitable planning. Fair warning: some of these tidbits are a little mind bending and complicated, BUT, that is kind of the point! Hearing stories of trusts in action can give some context as to when they are appropriate. It might also make you think, “Hey! That’s me!” If you need more information on th...
(Estate) Plan For The Worst and Hope For The Best!
February 10, 2020 16:00 - 31 minutes - 21.8 MBDescription: Families fight. Even yours! Want to throw in more complication to your generational wealth and legacy transfer? How about complex estate taxes, property taxes, state jurisdiction, and trust litigation? These seem daunting for many, but the right boutique law firm COULD keep the stress levels to a minimum and taxes at least bearable. That’s why we sat down with attorney and partner Jeff Stephens at GVM Law, a boutique firm that focuses on high-end estate planning and wine law. J...
(Estate) Plan For The Worst and Hope For The Best!
February 10, 2020 16:00 - 31 minutes - 21.8 MBDescription: Families fight. Even yours! Want to throw in more complication to your generational wealth and legacy transfer? How about complex estate taxes, property taxes, state jurisdiction, and trust litigation? These seem daunting for many, but the right boutique law firm COULD keep the stress levels to a minimum and taxes at least bearable. That’s why we sat down with attorney and partner Jeff Stephens at GVM Law, a boutique firm that focuses on high-end estate planning and wine law. J...
Live From Inside a Belgian Style Pub! (Part 2)
January 17, 2020 18:00 - 42 minutes - 29.1 MBWe're back at The Monk's Cellar and nobody is too mad about it! Owner and brewmaster Andy Klein goes into detail about the business side of chasing his passion. It's kind of like "adulting" for business owners. Part of said "adulting" was switching to a CPA that could help him break down and streamline his brewery/restaurant model and track certain indicators. To provide more clarity, we have Lou Catalano from MUN CPAs, and Andy's trusted professional. Lou provides Andy (and many other brewe...
Live From Inside a Belgian Style Pub! (Part 1)
December 30, 2019 04:00 - 41 minutes - 28.7 MBWe are visited by Andy Klein, owner and brewmaster of Monk Cellar, located in old town Roseville, CA. Also on this episode is Lou Catalano, the CPA and beer enthusiast who has helped Andy succeed in today's competitive beer and restaurant scene. What makes Andy's relationship with Lou different? Lou is a strategist and consultant. He doesn’t simply assess Andy’s business profits/losses and advise him his taxes due, but he listens to Andy’s visions and helps guide him through the tax com...