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Real Estate Investors, Stock Traders, and Business Owners guide to preserve their wealth, protect their assets, and prosper in the future.
Episodes
Tuesday Aug 29, 2023
Tuesday Aug 29, 2023
In today’s episode, Toby Mathis, Esq. speaks with Stefan Whitwell, Founder and Chief Investment Officer of Whitwell & Co., LLC. Stefan leads the overall Firm and its investment practice. He is also a sought-after advisor who works closely with clients at the intersection of health, wealth, and purpose. Toby and Stefan reveal that the “bad stuff” is not over with big banking, and that we will continue to see bank failures and devastating client money losses … so make sure your money is protected, see a professional!
Highlights/Topics:
- The state of big banks today
- What happens to your $1 Million if a bank suddenly fails?
- Custodial accounts to protect your money
- SIPC insurance vs. FDIC
- Business owners and three things you need to protect
- You can end up on the hook to pay your employees
- Custodial accounts – you need to do your homework
- Bank debt and commercial real estate
- Stay informed, make sure your money is safe
Resources:
https://whitwelladvisors.com/team/stefan-whitwell/
Tax and Asset Protection Events
https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=aba&utm_medium=podcast&utm_content=recession-planning-part-1-3
https://www.youtube.com/c/tobymathisesq
https://andersonadvisors.com/