Episode 313: Protecting Assets and Planning Finances, with Brian T Bradley


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Feb 12 2025 37 mins  

Brian T. Bradley, JD. Esq. is a distinguished Asset Protection Attorney, Financial Planner, and #1 Best Selling Author of the book: Over Exposed! Brian is also a husband, father, and highly ranked Brazilian Jiu Jitsu practitioner. He is a sought-after educator and speaker in both the legal and financial spheres.

Brian is the founder of Bradley Legal Corp and Bradley Financial Planning and is passionate about educating people against legal attacks on wealth and empowering people to take charge of your financial well-being by leveraging tools like The Hybrid Bridge Trust and personalized tax-deferred financial strategies.

What You Will Learn:

  • Who is Brian T Bradley?

  • What led Brian Bradley to specialize in asset protection?

  • How does he define asset protection, and why is timing important in establishing it?

  • What misconceptions do people have about asset protection, especially in relation to taxes and trusts?

  • What are the limitations of LLCs in providing asset protection?

  • What types of trusts can be used for asset protection, and what are the differences between them?

  • Why is it important for high-risk professionals to have a solid asset protection plan?

  • What are the benefits of a hybrid trust in asset protection?

  • What is the difference between term life insurance and permanent life insurance?

  • How do whole life insurance and indexed universal life insurance (IUL) differ in terms of cash value and growth?

  • Why is it important for individuals to consider both life insurance and asset protection in their financial planning?

  • What are the advantages and disadvantages of using annuities compared to 401(k) plans?

  • How can individuals ensure that their annuities are inheritable for their beneficiaries?

  • What financial strategies should someone with real estate investments consider when planning for retirement?

  • Why is it essential to have a comprehensive estate plan, and what elements should it include?

  • How can individuals prepare for potential financial gaps, such as those arising from medical expenses or legal issues?

  • What advice does he offer for planning and implementing financial protection strategies over time?

  • Brian shares how everyone can contact him.

Additional Resources from Brian T Bradley:

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