The Spend Life Well Show
ClearVista Financial's Mark Trice addresses financial topics and strategies based on Biblical principles. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
The Spend Life Well Show
Protect What You've Built | Episode 207
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What would happen if one unexpected event threatened everything you've spent years building?
Many people focus on growing their wealth but spend little time thinking about how to protect it. A strong financial plan includes both, helping you prepare for the unexpected while preserving what matters most.
In this episode, Mark Trice discusses the essentials of asset protection, including common risks that can impact your financial life and practical strategies to help reduce your financial vulnerability before problems arise.
What we cover:
→ why asset protection is an important part of financial stewardship
→ common threats to personal wealth, including lawsuits and liability
→ business risks and protecting personal assets
→ market concentration and tax planning risks
→ long-term care costs and retirement planning challenges
→ how insurance, umbrella policies, trusts, and business entities can help protect wealth
→ practical steps to review your financial protection strategy
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OTHER RESOURCES:
- Kingdom Advisors | https://kingdomadvisors.com
- CVF Upcoming Webinars | http://spendlifewell.com/events
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