The Marysol Uribe Podcast

Marysol Uribe

The Marysol Uribe Podcast (formerly Rx Wealth) is for stewards of significant wealth and responsibility who want clear, grounded conversations about protection, legacy, and optionality. Hosted by Marysol Uribe, RN and licensed financial professional, this show helps high‑responsibility decision‑makers protect what they’ve built and prepare the people who depend on them. We talk about life insurance, estate liquidity, wealth transfer, and income optionality in plain language so you can move from assumption to clarity. Each episode blends faith, finance, and forward‑thinking strategy to help you: Protect your family and estate from avoidable risk and forced asset salesDesign tax‑efficient, values‑aligned wealth transfer plansUse life insurance and other tools as part of a long‑term stewardship planBuild flexible income streams that respect your time and your responsibilitiesYou’ll hear real stories, practical frameworks, and calm, no‑hype guidance you can take to your advisors, your family, and your own planning conversations. Have a life‑insurance or legacy story that could help someone else?Share it via voice note or text at our WhatsApp Business line: +1 562‑900‑3200. Your story may be featured in a future episode to encourage others to protect what matters most. For educational purposes only. Information shared on this podcast is not intended as financial, tax, or legal advice. For personalized guidance, visit UribeInsurance.com.

  1. 11/04/2025

    Estate Liquidity Audit | Auditoría de Liquidez Patrimonial — Elimina la brecha de efectivo para el Estate Tax sin ventas forzadas

    Send us Fan Mail Estate Liquidity Audit is the podcast episode for founders, real‑estate families, and professionals with $10M+ estates who refuse to fire‑sale assets to pay estate taxes. In 10 minutes or less, you’ll learn how to quantify your true exposure, calculate your liquidity gap, and design coverage using life insurance held outside the estate—coordinated with your attorney and CPA. Expect anonymized 8–9 figure case breakdowns, simple checklists you can hand to advisors, and one clear action per episode. This is for serious families and advisors who value precision over hype. What you’ll get: Liquidity math made simple, trust/ILIT design basics, premium funding options (cash, collateralized, financing), policy design trade‑offs, governance, and the biggest mistakes to avoid.Who it’s for / not for: For UHNW/HNW families, owners nearing exit, family offices, and advisors.Not for sub‑$10M estates or DIY legal advice seekers. We keep it tight and actionable. Call to action: Book your 30‑minute Estate Liquidity Audit. In 7 days you get: Liquidity Gap Report, Funding Map, and an Implementation Checklist for your lawyer/CPA. If we don’t identify material exposure or a clearly better design, we close your file with a Peace‑of‑Mind memo. Text “AUDIT” to +1‑562-900-3200 or use the link uribeinsurance.com*Education — not legal, tax, or investment advice. Consult your own advisors. State rules and thresholds may vary. — Auditoría de Liquidez Patrimonial es el programa para familias empresarias y profesionales con patrimonios de $10M+ que no quieren vender activos clave para pagar el impuesto sucesorio. En menos de 10 minutos, aprenderás a medir tu exposición real, calcular tu “brecha de liquidez” y diseñar cobertura con seguro de vida fuera del patrimonio—coordinado con tu abogado y contador. Casos reales (anonimizados), checklists simples y una acción clara por episodio. Precisión > humo. Lo que obtendrás: Matemática de liquidez, bases de ILIT/fideicomisos, opciones de prima (efectivo, colateral, financiamiento), decisiones de diseño de póliza, gobernanza y errores críticos a evitar.Para quién es / no es: Para familias UHNW/HNW, dueños cerca de exit, family offices y asesores.No es para patrimonios $10M ni “hágalo‑usted‑mismo”. Llamado a la acción: Agenda tu Auditoría de 45 minutos. En 7 días recibes: Informe de Brecha, Mapa de Liquidez y Checklist de Implementación para tu abogado/CPA. Si no vemos exposición material o mejoras claras, cerramos tu expediente con un Memo de Tranquilidad. Escribe “AUDITORÍA” al +1‑562-900-3200 o usa el enlace uribeinsurance.com*Educación, no asesoría legal, fiscal ni de inversiones. Consulta a tus asesores. Reglas y umbrales estatales pueden variar. Support the show

    9 min
4.1
out of 5
10 Ratings

About

The Marysol Uribe Podcast (formerly Rx Wealth) is for stewards of significant wealth and responsibility who want clear, grounded conversations about protection, legacy, and optionality. Hosted by Marysol Uribe, RN and licensed financial professional, this show helps high‑responsibility decision‑makers protect what they’ve built and prepare the people who depend on them. We talk about life insurance, estate liquidity, wealth transfer, and income optionality in plain language so you can move from assumption to clarity. Each episode blends faith, finance, and forward‑thinking strategy to help you: Protect your family and estate from avoidable risk and forced asset salesDesign tax‑efficient, values‑aligned wealth transfer plansUse life insurance and other tools as part of a long‑term stewardship planBuild flexible income streams that respect your time and your responsibilitiesYou’ll hear real stories, practical frameworks, and calm, no‑hype guidance you can take to your advisors, your family, and your own planning conversations. Have a life‑insurance or legacy story that could help someone else?Share it via voice note or text at our WhatsApp Business line: +1 562‑900‑3200. Your story may be featured in a future episode to encourage others to protect what matters most. For educational purposes only. Information shared on this podcast is not intended as financial, tax, or legal advice. For personalized guidance, visit UribeInsurance.com.