5 Ways to Protect Your Assets (Lesson 1): The Four Threats to Wealth

Course Description: Protect Your Nest Egg in Five Days

Overview:
Planning for retirement is more than just saving money – it’s about making sure your wealth lasts. In this comprehensive 5-day course, you will learn practical, actionable strategies to safeguard your assets, reduce risks, and ensure financial security for your golden years. Whether you're already retired or approaching retirement, this course will give you the confidence and knowledge to protect what you've worked so hard to build.

What You Will Learn:

  • Day 1: The Four Threats to Wealth
    Identify the most significant risks to your nest egg, including health care costs, taxes, market volatility, and lawsuits. Learn why it’s crucial to plan for these threats now.
  • Day 2: Building a Bulletproof Health Care Plan
    Explore strategies for managing health care costs in retirement, including Medicare, long-term care insurance, and Medicaid planning. Learn how to protect your savings from unexpected medical expenses.
  • Day 3: Smart Tax Strategies for Retirees
    Learn how to minimize taxes in retirement through tax-efficient investment strategies, Roth conversions, and estate planning. Understand how to keep more of your hard-earned money.
  • Day 4: Shielding Your Wealth from Market Volatility
    Discover how to build a resilient investment portfolio that can weather market ups and downs. Learn about diversification, risk tolerance, and how to balance growth and safety in your financial plan.
  • Day 5: Asset Protection: Legal Tools You Need
    Understand the importance of legal strategies like trusts, LLCs, and insurance to safeguard your assets from creditors, lawsuits, and other legal risks. Explore the tools that can give you peace of mind.

Course Features:

  • Expert Guidance: Led by a seasoned attorney with 30 years of experience in estate and wealth protection.
  • Actionable Tips: Practical advice you can start using right away to protect your wealth.
  • Interactive Learning: Quizzes, worksheets, and case studies to reinforce your knowledge.
  • Flexible Format: Complete the course at your own pace with easy-to-follow video lessons and downloadable resources.

Who Should Take This Course?

  • Individuals nearing or in retirement who want to secure their financial future.
  • Those looking to protect their assets from unforeseen risks.
  • Anyone interested in estate planning, wealth protection, and smart retirement strategies.

Outcome:
By the end of this 5-day course, you will have a customized plan to protect your nest egg, ensuring financial security and peace of mind for you and your family.

Enroll Now and take the first step towards safeguarding your retirement!

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What would you do if, suddenly, you could not buy food. And you were afraid to sleep inside your home. Your neighbors decided to leave. A man who lived a block away committed suicide? How would you plan for the future if you just lost your job?

A swarm is what geologists call the grouping of earthquakes that have hit Guanica, Puerto Rico. Swarm is as good a name as any to describe over a thousand earthquakes in such a small area, many above 5.0 and at least two above 6.0. While there has not been a “big one”, a single massive quake to bring sudden and dramatic devastation, the constant month-long shaking of the homes, road, stores and spirits of Guanica has been even more cruel if not as renowned.

This tragedy is also headquartered in the one place on earth I intended to call home. I had spent impactful moments there. Playa Santa, just outside of Guanica, was the location of a lovely apartment with a view of the Caribbean. The landlord had my deposit in escrow and only my signature on a lease awaited. I had gone to a remote beach every other day to clean the plastic from it. I yelled at Playa Santan roosters that just had to wake at the playful satanic hour of 4 am. A lot had happened in such a short-time in Guanica and Playa Santa, the launch of this very podcast as one example, that I just had to tell the story of my time there and the friends who still struggle there.

As if on cue, however, the episode does succeed in laying out an investment idea. Really, this idea is an investment method. I first heard of it from a client about a year ago. I keep this method tucked away until the very last moments of the podcast.

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