Archives: Captivate Podcasts

It is impossible to fully understand some advanced topics merely by listening to one podcast episode. Most listeners have questions about each episode and, possibly,…

Estate planning overemphasizes the transfer of asset title to a qualified heir when the asset owner has died. Estate transfer has value but not to…

The best podcasts are conversations between people who are authentic, proficient in their subject matter, and willing to share their knowledge to help others. This…

Coordinating retirement accounts, e.g., an Individual Retirement Account, a 401(k), Self-employed Pension, etc., with your overall estate plan is difficult. Retirement accounts, also known as…

S 3 EP 35 The Spousal Protection Trust and How to Fund It As part of Academy weekly Office Hours, Darol answers the following questions…

Se 2 Ep 34 Asset Protection Masterclass Part 2 BoomX Academy conducts free masterclasses each month on topics related to asset protection. You can learn…

When we talk about retirement accounts, we’re talking about all of those accounts related to a statute called ERISA, which has to do with employment,…

If you implement the strategies that we teach at the BoomX Academy and talk about on the BoomX Show, the probability that you successfully finance…

If you are like most people near or in retirement, your biggest fear in terms of financing, the quality and much-deserved retirement of your dreams…

Trusts are used for personal planning and hold personal assets. Business entities such as corporations, partnerships, and limited liability companies hold business assets. Many families…