Mar 31, 2025
#332 | Best Options for Mortgage Free Homeowners
🏡 𝗬𝗮𝘆 𝗬𝗼𝘂 - 𝗬𝗼𝘂 𝗣𝗮𝗶𝗱 𝗢𝗳𝗳 𝗬𝗼𝘂𝗿 𝗛𝗼𝘂𝘀𝗲!
Now
you've
got 3 BIG OPTIONS to
consider:
❌ Do nothing
❌ Transfer Ownership to Your
Child's Name
✅ Protect Your
Asset
Listen to this...
Mar 28, 2025
#331 | 🤔 Will a Trust Affect My Property Tax Rebate?
Curious if putting your home in an asset protection trust could mess with your property tax rebates? You might be surprised! 🏡💰
Before making any decisions, be sure to watch this short episode that breaks it all down — no fluff, just facts.
Mar 27, 2025
#330 | Disney Trip vs Estate Planning... One is Easier & Cheaper!
✨ Spoiler: It’s not the one with mouse ears. 🐭💸
We broke it down in a quick video that might surprise you—and significantly reduce your stress.
✅ Legally
protect your kids and name guardians
✅ Avoid family drama and
expensive...
Mar 26, 2025
#329 | Mortgage Free? Do This Next!
🏡 𝗝𝘂𝘀𝘁 𝗽𝗮𝗶𝗱 𝗼𝗳𝗳 𝘆𝗼𝘂𝗿 𝗵𝗼𝗺𝗲? 𝗖𝗼𝗻𝗴𝗿𝗮𝘁𝘂𝗹𝗮𝘁𝗶𝗼𝗻𝘀!
That’s a huge milestone — but now what? Before you celebrate too hard, consider this:
❗Your paid-off home is now...
Mar 25, 2025
#328 | 🛡️Business Owners: Is Your Legacy at Risk?
Your business is one of your most significant assets. — but what happens if it’s not properly protected? What even is business protection planning?
Consider these critical risks you can't afford to ignore:
• Family disputes over ownership or...