Ep 41 - Asset Protection: What it means and how it protects your wealth

The critical topic of asset protection includes various forms of insurance including disability, life, and property insurance. Dave and Heather discuss the importance of legal structures like LLCs and trusts in safeguarding personal and business assets. The conversation emphasizes the need for comprehensive coverage to mitigate risks and protect wealth, especially for high-income earners and business owners. Heather shares personal anecdotes and insights on the complexities of insurance and legal protections, making the topic accessible and engaging for listeners.
_____________________________________

I’m here to make wealth planning and retirement simple, clear, and approachable. No jargon, no fluff—just real talk about what matters most to your financial future.

On this channel, we cover everything from Social Security and tax strategies to IRAs, 401(k)s, job changes, inheritance, and so much more. My goal is to help you feel confident about your retirement plan—so you not only have enough, but you're also prepared for the risks that could affect your money along the way.

Let’s take the mystery out of retirement and build a plan you can feel good about.
For more about Retirement Matters, or to contact us, visit our website: https://www.retirementmatters.co/