What About Wealth?-logo

What About Wealth?

VoiceAmerica

Rich & Rick will discuss the many ways wealth touches our lives – how to make it, grow it, preserve it, donate it, invest it, protect it from unnecessary taxation or pass it on to the next generation without creating problems, through effective planning and value based leadership. This holistic, value based approach to applying tax, financial, asset protection and investment concepts to long term wealth provides a framework for listeners to deal effectively with wealth issues.

Rich & Rick will discuss the many ways wealth touches our lives – how to make it, grow it, preserve it, donate it, invest it, protect it from unnecessary taxation or pass it on to the next generation without creating problems, through effective planning and value based leadership. This holistic, value based approach to applying tax, financial, asset protection and investment concepts to long term wealth provides a framework for listeners to deal effectively with wealth issues.

Location:

Alpine, UT

Networks:

VoiceAmerica

Description:

Rich & Rick will discuss the many ways wealth touches our lives – how to make it, grow it, preserve it, donate it, invest it, protect it from unnecessary taxation or pass it on to the next generation without creating problems, through effective planning and value based leadership. This holistic, value based approach to applying tax, financial, asset protection and investment concepts to long term wealth provides a framework for listeners to deal effectively with wealth issues.

Language:

English

Contact:

705 High Ridge Circle Alpine, UT 84004 (602) 625-2350


Episodes

Plan Integration, Overview

1/14/2014
Putting all the pieces together of an Integrated Plan is the final step. Rick and Rich explore each

Duration:00:58:25

Irrevocable Trust Part II

1/7/2014
During part two of a discussion, RIck and Rich continue explaining the power and effectiveness of the integrated irrevocable dynasty trust.

Duration:00:58:12

The Irrevocable Dynasty Trust

12/17/2013
What is an Irrevocable Dynasty Trust and how does it function in an integrated plan?

Duration:00:58:51

Fun with the Family Bank

12/10/2013
The “Family Bank” is a vital component of an Integrated estate business plan.Understanding and using it correctly it a critical aspect of a plan

Duration:00:57:17

Unlocking the Mysteries of The Management Company

12/3/2013
In effective estate and asset protection planning, it is important to segregate control from risk. This is accomplished through a management company

Duration:00:57:50

What Dentists Need to Know about Asset Protection

11/26/2013
Dentists have unique concerns in protecting their assets. They have unique risks and liabilities. They have unique exposure.

Duration:00:56:27

In Trusts We Trust

11/19/2013
Trusts are the backbone of estate planning in the U.S. They are also an essential tool for asset protection, business succession

Duration:00:58:39

Special Encore Presentation: Business Partnerships - Landmines and Opportunities

11/12/2013
Rick & Rich explore Business Partnerships and the critical role they play in Family, Business, and Dynasty Estate planning.

Duration:00:56:41

Integrated Planning

11/5/2013
Every little part of our lives is unavoidably connected with all the other parts of our lives. The notion that we can separate ourselves

Duration:00:57:53

The Future of Planning

10/29/2013
Where is estate and tax planning going in the future? What are the politicians telling us

Duration:00:57:40

What Matters Most

10/22/2013
Rich Rick explain why they love what they do.

Duration:00:56:51

Special Encore Presentation: The Ultimate Legal Plan for Medical Professionals

10/15/2013
Medical professionals have unique needs and concerns in their legal planning. . . .Rick and Rich will discuss the number one risk to wealth accumulation for medical professionals, and how to avoid it. The answer to this will save you millions of dollars.

Duration:00:58:40

Optimum Buy Sell Strategies

10/8/2013
It has been said, never go into a room without knowing where the exits are. The same can be said for owning a business. Another famous quip

Duration:00:57:43

Financial Statements Made EZ

10/1/2013
Financial statements are a deep mystery to most people. What are they? How do they work? What do they mean? Why should I care? How do I set them up?

Duration:00:57:36

Entity Stacking

9/24/2013
Often, business owners don’t just need the right business entities, they need multiple business entities.

Duration:00:56:58

Choice of Entity and Business Structures for Entrepreneurs

9/17/2013
If you have a great idea or an invention that you’ve patented and you want to get it into the marketplace how do you go about it?

Duration:00:57:00

How to Prepare your company for successfully obtaining bank financing

9/10/2013
Sooner or later, every new business is going to need money. Those who are not fortunate enough to have a large pile

Duration:00:57:50