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Wealth Transfer

Wealth Transfer Blogs and Podcast Episodes

The ultimate test of your financial strategy is what happens when you’re gone. Will your wealth pass seamlessly and tax-free to your heirs—or will it be consumed by taxes and probate? In this category, we show you how to build a legacy system that endures.

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Related Podcasts / Posts

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A bank vault opened with gold bars inside

Episode 15 – Protecting Your Assets in the “Vault” of Private Banking Strategies®

  • September 28, 2021
  • 8:00 am
“It’s not what you make that counts, it’s what you keep that counts.” And what you keep entirely depends on having an asset protection plan in place. Having an asset protection plan in place is a necessity for those who have cash, real estate, a business or any other asset worth protecting. Fact is,...
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A bank vault opened with gold light shining through the opening

Episode 14 – Can Your Business cash flow catapult you personally into financial freedom? Paul Bunyan Part 3

  • September 14, 2021
  • 8:00 am
Paul Bunyan put his business cash flow to work – he didn’t work harder or earn more from his business – he just changed how the money flowed.  He only made one simple change to unlock this goldmine: Instead of using traditional financing companies (3rd party lenders), he started his own...
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A bank vault being open with gold light shining through the crack

Episode 13 – Can Your Business cash flow catapult you personally into financial freedom? Paul Bunyan Part 2

  • August 31, 2021
  • 8:00 am
Business owners, investors, and entrepreneurs – understand that there is a better way to finance your businesses and investments while creating an incomparable retirement plan at the same time.  In this episode, we pick up the story where we left off and illustrate how Paul Bunyan put his business cash...
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