10 episodes

The TRUST-CFO® Wealth Preservation Podcast is a series of talks with founders and partners of TRUST-CFO®, Raymond F. Olmo, CEP®, RFC®, and Josh Saunders, as they invite industry leaders in client and wealth management on to discuss asset and wealth protection, financial strategies and best practices in setting up, managing and administrating the best kept secret of financial protection available to California residents and business owners - California's Private Retirement Plan.

The TRUST-CFO® Wealth Preservation Podcast The TRUST-CFO® Wealth Preservation Podcast

    • Business
    • 5.0, 10 Ratings

The TRUST-CFO® Wealth Preservation Podcast is a series of talks with founders and partners of TRUST-CFO®, Raymond F. Olmo, CEP®, RFC®, and Josh Saunders, as they invite industry leaders in client and wealth management on to discuss asset and wealth protection, financial strategies and best practices in setting up, managing and administrating the best kept secret of financial protection available to California residents and business owners - California's Private Retirement Plan.

Customer Reviews

5.0 out of 5
10 Ratings

10 Ratings

Rdizzleydo ,

Great info that you didn’t know you didn’t know

There are so many ways towards litigation in today’s society, especially in California. This podcast shows you ways to protect yourself and your family through great guests and years of experience in the asset protection industry.

SaundezJ ,

Great Info on Estate Planning and Asset Protection

Really enjoyed listening to the first couple of episodes with some very interesting guests. Jeff Verdon on high end estate and asset protection planning and the team from Marcum CPA firm on some huge tax savings available to business owners. Both these guests are highly sought after and some of the best in country at what they do. If you are a business owner and are wondering how you may be bleeding taxes or giving your estate away unnecessarily. Check out this podcast.

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