The TRUST-CFO® Wealth Preservation Podcast

The TRUST-CFO® Wealth Preservation Podcast


Latest Episodes

Episode 13: Speaking with Bob Spadafore & Jay Stobaugh of Apex Insurance – part 1
July 23, 2019

I can buy insurance for that that? Seriously? Apex Excess and Surplus Line Insurance is a specialty insurance underwriter that specializes in providing insurance for non standard situations. What does this look like?

Episode 12: Speaking with Bill Porter of AppliedLegal.com – part 2
July 16, 2019

Construction lawsuits - Not if but when... Lawsuits are going to happen if you work in or around the construction industry. On this episode we sit down with William Bill Porter of the Porter Law Group. He is a 30 year veteran in the construction litig...

Episode 11: Speaking with Bill Porter of AppliedLegal.com – part 1
July 09, 2019

Being in the construction industry means dealing with lawsuits. On today's podcast we are happy to have construction Attorney Bill Porter join the wealth preservation podcast. Mr. Porter has nearly 30 years working with some of the biggest construction...

Episode 10: Justin Horner and Craig Mitchell of DCA Capital Partners – part 2
July 02, 2019

Private equity is about more than growth capital; it can enable businesses to pursue a variety of options: expansion, acquisitions, recapitalizations, partner-led buyouts, shareholder diversification, and more—all while leaving business owners in contr...

Episode 9: Justin Horner and Craig Mitchell of DCA Capital Partners
June 25, 2019

When it comes to maximizing the value of a business, Craig Mitchell and Justin Horner of DCA Partners are the guys to know.

Episode 8: Phil Wilson and Peter Downing with Marcum, LLP – part 2
June 18, 2019

The IRS owes me money, WHAT?? We are joined by Phil Wilson and Peter Downing from Marcum LLP, a top 15 accounting firm with a global presence.

Episode 7: Phil Wilson and Peter Downing with Marcum, LLP – part 1
June 11, 2019

Am I paying too much in taxes? In this episode we have Phil Wilson and Peter Downing from Marcum LLP, a top 15 accounting firm with a global presence.

Episode 6: Why have I never heard of a PRP?
June 04, 2019

Why have I never heard of a PRP? The Trust-CFO team digs into this topic to explore why Private Retirement Plans have not been sold or recommended often in the California marketplace.

Episode 5: What does TRUST-CFO do?
May 28, 2019

Ray Olmo and Josh Saunders explain what a Private Retirement Plan is, and how it has become a must-have for California residents.

Episode 4: What is TRUST-CFO and what is a Private Retirement Plan (PRP)?
May 17, 2019

This episode is the TRUST-CFO origin story of what inspired our founding partners' passion to help clients protect their hard work. Our firm has seen firsthand the misery that can be created when clients are unprepared for a death or a lawsuit.