Episode 14

full
Published on:

14th Jun 2022

Optimizing Your Financial World - Episode 14 (A Wall Around Your Wealth: The Importance of Asset Protection)

Being wealthy and successful is great in many ways, but it can put a target on your back for frivolous lawsuits. Asset protection planning can be a great tool to help safeguard your wealth overall.

On the latest installment of Optimizing Your Financial World, we're taking a deep dive into various asset protection strategies to help you build a wall around your wealth.

Mark will describe specific solutions that his team has been implementing with their clients and why they can be so beneficial in the first place.

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:30 - What is asset protection and who needs it?

3:11 - It's all about sending the message that a lawsuit is going to fail in the first place

4:00 - Most successful people recognize the need, but aren't doing enough

5:38 - Where to begin with asset protection planning

7:05 - What a good asset protection entails

8:26 - Next-level asset protection strategies available

10:44 - Working with the right expertise on this topic is paramount

12:40 - The mistakes people should be on the lookout for in asset protection plans

15:35 - How to get in touch with Mark's team

16:15 - Closing remarks

Connect with Mark Wade:

Website

LinkedIn

Next Episode All Episodes Previous Episode

Listen for free

Show artwork for Optimizing Your Financial World

About the Podcast

Optimizing Your Financial World
It's about how much you get to keep!
Welcome to Optimizing Your Financial World, where we tackle an array of financial strategies and wealth management topics to help better position you, your family, or your business for a better future.

Each episode features Mark Wade, President of Echelon Family Office, who brings over four decades worth of experience in wealth management and investment planning to the show. Mark regularly works with affluent families and entrepreneurs to help better position their portfolios given their personal and professional goals.

Listen as Mark explores a new financial topic each episode and offers guidance on navigating these complex circumstances. At the end of the day, it's not about how many assets you have or how much income you create, it's about how much you get to keep!

So sit back, relax, and allow Mark to shed some light on countless financial strategies and his methodologies for helping four decades worth of clients optimize their financial world.