The Optimal Wealth System

Published: 26 August 2024
on channel: John Boyd, CFP®
109
5

0:00 - The Center of the Wealth Structure
1:20 - Retirement Assets (Assets in our name)
2:50 - Revocable Living Trust
4:32 - What Goes into the Living Trust?
5:59 - Where Do LLCs Fit?
7:50 - Wrap-Up and Final Thoughts

This Episode is intended to be financial education only and is not intended to be specific tax, legal, or investment advice. Please consult a professional for specific advice.

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