• The Optimal Wealth System

  • Aug 27 2024
  • Length: 10 mins
  • Podcast

The Optimal Wealth System

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  • Summary

  • We’re going to break down the most optimal structure and system for managing your wealth. If you're wondering whether you should have trusts, LLCs, or what assets should be placed in these structures, we’ll cover it all in an easy-to-understand way. I promise, you don’t want to miss this.


    Key Topics:

    • The Center of the Wealth Structure: You (01:40)
    • Retirement Assets (Assets in our name) (02:05)
    • Revocable Living Trust (03:10)
    • What Goes into the Living Trust? (04:52)
    • Where Do LLCs Fit? (06:19)
    • Wrap-Up and Final Thoughts (08:10)


    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.

    Subscribe to our weekly planning insights newsletter: ⁠⁠⁠⁠⁠https://mdrnwealth.com/blog/⁠⁠⁠⁠⁠

    If you need specific advice you can contact us at Advice@mdrnwealth.com or at: ⁠⁠⁠⁠⁠https://www.mdrnwealth.com
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