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Trust-CFO's Wealth Preservation Podcast

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The TRUST-CFO® Wealth Preservation Podcast is a series of talks on hot topics with partners Raymond F. Olmo and Josh Saunders as they invite industry leaders to discuss cutting-edge strategies and best practices in planning and administration to ensure successful people (specifically in California) keep more of their money for a better lifestyle and safe, secure and private retirement.

The TRUST-CFO® Wealth Preservation Podcast is a series of talks on hot topics with partners Raymond F. Olmo and Josh Saunders as they invite industry leaders to discuss cutting-edge strategies and best practices in planning and administration to ensure successful people (specifically in California) keep more of their money for a better lifestyle and safe, secure and private retirement.
More Information

Location:

Roseville, CA

Description:

The TRUST-CFO® Wealth Preservation Podcast is a series of talks on hot topics with partners Raymond F. Olmo and Josh Saunders as they invite industry leaders to discuss cutting-edge strategies and best practices in planning and administration to ensure successful people (specifically in California) keep more of their money for a better lifestyle and safe, secure and private retirement.

Twitter:

@TrustCFO

Language:

English

Contact:

800-730-3020


Episodes

Episode 17: Jim Cunningham of Cunningham Legal – part 3

8/20/2019
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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...

Duration:00:23:01

Episode 16: Jim Cunningham of Cunningham Legal – part 2

8/13/2019
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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. The post Episode 16: Jim Cunningham of Cunningham Legal – part 2 appeared first on TRUST-CFO®.

Duration:00:18:05

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

8/6/2019
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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. The post Episode 15:...

Duration:00:45:17

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

7/30/2019
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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. The post Episode 14: Speaking with Bob Spadafore & Jay Stobaugh of Apex Insurance – part 2 appeared first on TRUST-CFO®.

Duration:00:39:38

Episode 13: Speaking with Bob Spadafore & Jay Stobaugh of Apex Insurance – part 1

7/23/2019
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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? The post Episode 13: Speaking with Bob Spadafore & Jay Stobaugh of Apex Insurance – part 1 appeared first on TRUST-CFO®.

Duration:00:48:03

Episode 12: Speaking with Bill Porter of AppliedLegal.com – part 2

7/16/2019
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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. The post Episode 12: Speaking with Bill Porter of AppliedLegal.com – part 2 appeared first on TRUST-CFO®.

Duration:00:26:08

Episode 11: Speaking with Bill Porter of AppliedLegal.com – part 1

7/9/2019
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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. The post Episode 11: Speaking with Bill Porter of AppliedLegal.com – part 1 appeared first on TRUST-CFO®.

Duration:00:33:57

Episode 10: Justin Horner and Craig Mitchell of DCA Capital Partners – part 2

7/2/2019
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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... The post Episode 10: Justin Horner and Craig Mitchell of DCA Capital Partners – part 2 appeared first on TRUST-CFO®.

Duration:00:31:05

Episode 9: Justin Horner and Craig Mitchell of DCA Capital Partners

6/25/2019
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When it comes to maximizing the value of a business, Craig Mitchell and Justin Horner of DCA Partners are the guys to know. The post Episode 9: Justin Horner and Craig Mitchell of DCA Capital Partners appeared first on TRUST-CFO®.

Duration:00:44:38

Episode 8: Phil Wilson and Peter Downing with Marcum, LLP – part 2

6/18/2019
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The IRS owes me money, WHAT?? We are joined by Phil Wilson and Peter Downing from Marcum LLP, a top 15 accounting firm with a global presence. The post Episode 8: Phil Wilson and Peter Downing with Marcum, LLP – part 2 appeared first on TRUST-CFO®.

Duration:00:39:25

Episode 7: Phil Wilson and Peter Downing with Marcum, LLP – part 1

6/11/2019
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Am I paying too much in taxes? In this episode we have Phil Wilson and Peter Downing from Marcum LLP, a top 15 accounting firm with a global presence. The post Episode 7: Phil Wilson and Peter Downing with Marcum, LLP – part 1 appeared first on TRUST-CFO®.

Duration:00:21:56

Episode 6: Why have I never heard of a PRP?

6/4/2019
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Why have I never heard of a PRP? The Trust-CFO team digs into this topic to explore why Private Retirement Plans have not been sold or recommended often in the California marketplace. The post Episode 6: Why have I never heard of a PRP? appeared first on TRUST-CFO®.

Duration:00:21:59

Episode 5: What does TRUST-CFO do?

5/28/2019
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Ray Olmo and Josh Saunders explain what a Private Retirement Plan is, and how it has become a must-have for California residents. The post Episode 5: What does TRUST-CFO do? appeared first on TRUST-CFO®.

Duration:00:37:32

Episode 4: What is TRUST-CFO and what is a Private Retirement Plan (PRP)?

5/17/2019
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This episode is the TRUST-CFO origin story of what inspired our founding partners' passion to help clients protect their hard work. Our firm has seen firsthand the misery that can be created when clients are unprepared for a death or a lawsuit. The post Episode 4: What is TRUST-CFO and what is a Private Retirement Plan (PRP)? appeared first on TRUST-CFO®.

Duration:00:22:12

Episode 3: Jeff Verdon, part 3

4/22/2019
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Episode 3: Jeff Verdon, part 3 The TRUST-CFO asset protection podcast is a series of […] The post Episode 3: Jeff Verdon, part 3 appeared first on TRUST-CFO®.

Duration:00:40:00

Episode 2: Jeff Verdon, part 2

4/22/2019
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Episode 2: Jeff Verdon, part 2 The TRUST-CFO asset protection podcast is a series of […] The post Episode 2: Jeff Verdon, part 2 appeared first on TRUST-CFO®.

Duration:00:27:22

Episode 1: Jeff Verdon, part 1

4/22/2019
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Episode 1: Jeff Verdon, part 1 The TRUST-CFO asset protection podcast is a series of […] The post Episode 1: Jeff Verdon, part 1 appeared first on TRUST-CFO®.

Duration:00:29:53