Summary
In this episode of the Private Capital Mastery Podcast, host Brian Franco and expert Dustin discuss critical updates on tax strategies, retirement asset protection, and the implications of new legislation in California. They explore the importance of proactive planning to minimize tax liabilities and protect assets, especially in a litigious environment. The conversation also highlights the subjective nature of retirement and the significance of maintaining purpose in work, alongside the necessity of annual reviews to adapt to changing circumstances.
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