EP 176: Layering Your Asset Protection Strategy: From LLCs to Million-Dollar Baby Plans with Brian Bradley

Exit Strategies Radio Show

Building your wealth is just like layering up for a winter storm—protect yourself at every stage of life and investing journey. Discover how asset protection can work for you from day one, all the way to planning for post-retirement financial security!

In this episode of Exit Strategies Radio Show, Brian Bradley, a distinguished Asset Protection Attorney, Financial Planner, and #1 Best Selling Author of Over Exposed dives into a comprehensive overview of building and protecting your wealth. As the founder of Bradley Legal Corp and Bradley Financial Planning and highly ranked Brazilian Jiu-Jitsu practitioner, Brian walks us through the concept of layering in asset protection, likening it to dressing in winter layers. Starting from basic LLCs and insurance as the foundational layer, to more advanced strategies involving management companies and asset protection trusts, the episode emphasizes flexibility and planning at various stages of investing.

Brian talks about key strategies for ensuring your wealth stays secure as you age, including considerations like long-term care insurance, medical costs, and how to use indexed universal life (IUL) policies with long-term care riders to protect your assets. He also discusses how to prepare for retirement and set up annuities or rollovers to safeguard your income as you transition into your later years.

Key Takeaways:

• 03:13 Brian's Background and Asset Protection

• 05:24 Asset Protection Basics

• 08:05 Advanced Asset Protection Strategies

• 11:34 Financial Planning and Insurance

• 16:33 Generational Wealth and Legacy

• 22:22 Hybrid Trusts Explained

• 26:25 Final Thoughts and Takeaways

Brian’s book, Overexposed: How to Create Ironclad Protection for Your Wealth and Make Your Assets Untouchable with a Hybrid Trust, provides a detailed breakdown of asset protection strategies, including the ins and outs of hybrid asset protection trusts. This book is a must-read for anyone serious about securing their wealth for future generations.

Connect with Brian@:

• E-mail address: [email protected]

• LinkedIn: https://www.linkedin.com/in/brian-t-bradley-esq-a47a7b12/

• Website: https://btblegal.com/

• YouTube: https://www.youtube.com/channel/UC-9W72jqtV_ze45Lz6pwjgA

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• Contact Number: 843-619-3005

• Email: [email protected]

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• FB Page:⁠ https://www.facebook.com/exitstrategiessc/⁠

• Youtube:⁠ https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZA⁠

• Website:⁠ https://www.exitstrategiesradioshow.com⁠

• Linkedin:⁠ https://www.linkedin.com/in/cmelette/⁠

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