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July 29, 2025 39 mins

Building wealth is one thing, but protecting it is a whole other game. In today’s conversation, the financial coaches discuss asset protection and wealth management, revealing strategies that can safeguard your hard-earned money and shield your business from unexpected risks. 

Whether you’re a high-income earner or an entrepreneur looking to preserve your legacy or just want to make sure your wealth is truly secure, this episode is packed with actionable insights you won’t want to miss!


The coaches talk about how many entrepreneurs overlook the risks of not planning for asset protection until it's too late, highlighting the importance of having access to liquidity, especially during unexpected events. 


Ready to protect your assets and plan for the future? Tune in and learn how to create a financial plan that safeguards your wealth.


Top three things you will learn:

-How the lack of proper asset protection can jeopardize your wealth

-The advantages of infinite banking as a strategy for wealth preservation and access to liquidity

-The common mistakes entrepreneurs make when it comes to taxes and retirement planning, and how to avoid them


Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.


This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.


The hosts may have a financial interest in the programs or services mentioned in this episode.


Book Your Free Passive Income Game Plan Session:

-https://wealthwithoutwallstreet.com/freecall


Know Your Investor DNA:

-https://wealthwithoutwallstreet.com/investordna


The Lifestyle Investor Podcast:

-https://lifestyleinvestor.com/podcast/


Want to raise millionaire kids? Watch how Sharran Srivatsaa — former Goldman Sachs banker turned entrepreneur and investor — is building a generational wealth system with his kids, step-by-step.

-https://go.wealthwithoutwallstreet.com/millionaire-kids


Turn Active Income Into Passive Income:

-https://wealthwithoutwallstreet.com/pios


How to Buy Online Businesses for Profit with Sophie Howard:

-https://wealthwithoutwallstreet.com/freedomnavigator


Create a Six-Figure Side Hustle in Peer-to-Peer Car-Sharing:

-https://wealthwithoutwallstreet.com/cars


Wealth Without Wall Street New Book:

-https://wealthwithoutwallstreet.com/newbook


IBC Webinar:

-https://wealthwithoutwallstreet.com/ibc


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