))
Life Insurance Hacks, Trusts, and Tax Loopholes for Financial Growth with Brian T. Bradley, Esq. | The Better Than Rich Ep. 187
Manage episode 447258485 series 3290331
The Better Than Rich Show द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री The Better Than Rich Show या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
Andrew welcomes Brian T. Bradley, a top attorney and financial planner with a focus on asset protection and wealth preservation, to explore real-world strategies for protecting and growing wealth. They dig into tools like Medicaid-compliant annuities, IULs, and asset protection trusts, with Brian breaking down how to leverage the tax code and why early planning is critical—whether for business continuity, retirement, or long-term care. Brian also discusses how proactive financial moves help safeguard wealth from potential risks, combining security with smart growth strategies.
Chapters:
- 00:00:00 - Setting the Stage
- 00:01:58 - Brian T Bradley: Insights from the Field
- 00:04:18 - Why Protecting Your Assets Matters
- 00:08:41 - Key Strategies for Asset Protection
- 00:12:52 - Unpacking Medicaid-Compliant Annuities
- 00:18:27 - Breaking Down Long-Term Care Costs
- 00:24:03 - Real Stories: Medicaid in Action
- 00:27:14 - Life Insurance: Term or Permanent?
- 00:28:46 - Beyond Whole Life: Indexed Insurance Explained
- 00:30:56 - The Power of Indexing for Wealth Growth
- 00:33:05 - Maximizing Tax Benefits with Smart Strategies
- 00:42:04 - Business Owners & Life Insurance Essentials
- 00:45:59 - Reflecting on Key Takeaways
Connect with Brian Bradley
- Bradley Financial Planning
- Brian on LinkedIn
- Bradley Legal Corp
- Brian on YouTube
Connect with The Better Than Rich:
Get Your Free Delegation Plan - Better Than Rich
192 एपिसोडस
साझा करें
