Shows
Legacy LeadersThe Evolution of Retirement Planning Strategies in CaliforniaDustin I. Nichols is the Managing Attorney at The Law Office of Dustin I. Nichols, A PC in Newport Beach, California. For over 29 years, Dustin has worked as a practitioner providing clients with common sense and uncommon thinking in the areas of comprehensive domestic and foreign integrated corporate, estate and business planning strategies, including niche retirement planning for California resident business owners. Dustin has worked in the areas of entity formation, estate planning, transactional, risk mitigation and creditor exemption planning, as well as trust administration and litigation. Listen to this informative Legacy Leaders episode with D...2025-01-0821 min
Secrets to Selling Your BusinessCollaboration With Advisors: Key to a Smooth Asset TransitionRod Hatley, a former criminal defense attorney with the Navy JAG Corps, shifted his focus to estate planning after experiencing firsthand the challenges of probate due to his father's inadequate planning. This personal ordeal has driven Hatley to underscore the importance of early and comprehensive estate planning, particularly for business owners who wish to secure their legacy and assets. As the founder of Hatley Law Group, he is dedicated to helping clients minimize taxes, protect their assets, and ensure a smooth transition of wealth, emphasizing the need for collaboration with specialized professionals. His approach is informed by a deep...2024-12-1121 min
Managing Your Financial Future with Lucia Capital GroupWhy (Almost) Everyone Needs an Estate PlanDo you care what happens to your money and your assets after you die? Most people would probably answer that with an emphatic “yes,” even if they don’t have multiple millions saved up. Whether you know exactly where you want your money to go, or you only know where you DON’T want your money to go, it’s crucial to have the legal documents in place to make sure your wishes are followed. Today’s podcast features our special guest, San Diego Estate Planning Attorney Rod Hatley, J.D. LL.M., as we talk about what...2024-02-2734 min
Legacy LeadersJustin Frisco: Expert Tips for Estate Planning and Business SuccessionJustin Frisco is a highly experienced financial advisor with over 20 years of expertise in working with family-owned businesses. He has built a strong reputation for his ability to assist small, closely held businesses in navigating the complexities of financial planning. Justin's extensive network of trusted advisors and client referrals has been instrumental in his success. As a member of the Principal Financial Network, he is well-versed in estate planning, retirement planning, and succession strategies. Justin's proficiency in qualified plans such as 401(k) and ESOP, as well as his involvement in selling businesses, further solidify his position as a trusted...2023-12-2012 min
Legacy LeadersAmanda Keith: Maximizing Retirement Income Through Reverse MortgagesAmanda Keith is a highly knowledgeable and qualified professional in the field of reverse mortgages. With her background as a CPA and years of experience, she brings a deep understanding of financial matters to her role as a reverse mortgage specialist at Mutual of Omaha. Her expertise lies in assisting mature Americans aged 55 and over in leveraging the equity in their homes for a more secure retirement. She is well-versed in the intricacies of reverse mortgages and works closely with her clients to explore the various options available to them. With Amanda's expertise, clients can confidently navigate the complexities...2023-12-1119 min
Legacy LeadersRichard Wira: Leveraging Life Insurance Policies for SuccessRichard Wira is a seasoned insurance professional with over 50 years of experience in the industry. As the managing director of Cool Springs Financial and president of Equote.com, he developed a deep understanding of the financial benefits of life insurance. He is passionate about helping small business owners attract and retain key employees through the use of life insurance policies as a long-term incentive. Richard's expertise lies in showcasing the living benefits of life insurance, such as chronic illness, critical illness, terminal illness, and long-term care coverage, which can provide financial security and peace of mind for individuals and...2023-12-0427 min
Legacy LeadersMatt Rinkey: Maximizing Business Value Through Strategic Financial Planning for Business ExitMatt Rinkey is a Certified Exit Planning Advisor and the Founder and Chief Financial Life Officer of Illumination Wealth. Matt and his team specialize in working with entrepreneurial families, particularly those navigating the complexities of business exit, an expanding investment portfolio, and family wealth transfer planning, offering tailored financial guidance through every stage of their journey. The firm's mission is simple yet profound: to enhance the returns across their clients’ entire financial life. His approach is rooted in a deep understanding of the unique financial dynamics entrepreneurial families face, making him a trusted advisor and advocate for those planning sig...2023-11-2721 min
Exit Coach RadioRodney Hatley - Do I need to go Offshore for Asset Protection?
Rod Hatley of Chhokar Law Group P.C. discusses concepts related to Asset Protection and Wealth Preservation. We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com .
Transcript:
Bill: There's been a lot of talk lately about different types asset protection strategies, especially from business owners who are going from a complicated business asset to liquid. Here's Rod Hatley.
Rod: Unfortunately, there are people out there who prey on the unsophisticated, and they will talk to you about going offshore, hiding assets, and evading taxes. And, unfortunately, that does happen, but I...2023-11-1401 min
Service Academy Business Mastermind#265: Estate Planning Through the Lens of Asset Protection with Rodney Hatley, Navy Veteran“This is National Estate Planning Awareness Week. If you don’t have any planning in place, I’d encourage you…to meet with an estate planning attorney, understand what your options are, and put something in place sooner rather than later.”-Rodney Hatley, Navy Veteran Rodney Hatley is a former U.S. Navy Judge Advocate General (JAG) and the Founder of Hatley Law Group. As an estate planning attorney, Rodney protects successful individuals and families through estate planning strategies that eliminate taxes and safeguard assets. Hatley Law Group partners with their clients to protect everyone they love and everyt...2023-10-2733 min
Legacy LeadersBarbara Norman: Take Control of Your Financial FutureBarbara Norman is the CEO of Sage Path Solutions, a boutique firm that offers financial planning for divorced and widowed women. She is the author of the bestselling book, “How to Be Happily Divorced.” She hosts a weekly podcast, The Happiest Chapter, where she explores financial planning, legal, tax, and motivational life topics for divorced and widowed women. She is a fee-only advisor and adheres to the CFP® Board’s strict fiduciary standard of putting her customer’s needs first. She is a graduate of UCSD, a Certified Financial Planner™, a Chartered Financial Consultant, and a Certified Divorce Financial Analyst. She is...2023-10-2420 min
Legacy LeadersDustin Nichols: Maximizing Exemptions for Asset ProtectionDustin Nichols, a highly skilled attorney based in Newport Beach, California, is an expert in estate planning and asset protection. With a focus on utilizing the Private Retirement Trust (PRT) for exemption planning, Dustin has established himself as a trusted advisor for California business owners and residents. Recognizing the complex legal landscape of the state, he helps his clients safeguard their personal and business assets from potential liabilities. His in-depth knowledge of California's exemption statutes, including the enhanced homestead exemption, allows him to provide tailored strategies to protect his clients' interests. With a strong emphasis on due diligence and...2023-10-1832 min
Legacy LeadersChristine Fitzgerald: The Power Of Proactive Estate PlanningChristine M. Fitzgerald is an attorney at Robberson Schroedter LLP, specializing in complex commercial litigation, business bankruptcy, and creditor's rights. Her experience includes representing clients in contract disputes, trade secret cases, and other business torts. She also handles bankruptcy cases (Chapter 7, 11, and 13) for creditors, financial institutions, and debtors, along with pre-insolvency planning and restructurings. Before joining the firm, Ms. Fitzgerald worked as an Assistant U.S. Attorney, covering various cases, including personal injury, employment discrimination, and bankruptcy. She also has a background in employment litigation and advising employers on personnel matters. She brings to the table an unwavering commitment...2023-09-2724 min
Doing Divorce Right By Chief PeaceKeeper™ Scott LevinUpdating Your Estate Plan Post-Divorce - A GuideHave you ever wondered how a divorce might impact your estate planning? Join us for an enlightening discussion with esteemed San Diego-based attorney, Rod Hatley, who specializes in tax, estate planning, and asset protection. Using his deep well of knowledge and experience, Rod Hatley illuminates the crossroads of family law and estate planning, especially in relation to divorce proceedings and provides valuable guidance on how to protect your assets for your children, update your estate plans post-divorce, and considerations for co-owning property after a divorce.Thanks for listening and I hope you'll continue to...2023-09-1810 min
Legacy LeadersScott Kyle: Achieving Financial Peace of MindScott Kyle is the CEO/Chief Investment Officer at Coastwise Capital Group, a boutique money management firm headquartered in La Jolla, California. He is responsible for strategic investments, portfolio management, and client relations. With over 30 years of experience in public and private company investments, he's executed billions in securities trades. He is also an 11-time Five Star Wealth Manager award winner, co-founder of The Active Network, Inc., and the author of books including Via LaVie and the Friendship Code, Forever Young, and The Power Curve: Smart Investing Using Dividends Options & the Magic of Compounding. He holds Bachelors’ degrees in Ec...2023-09-1321 min
Legacy LeadersSam Mazzeo: The Importance of Adequate Estate PlanningSam Mazzeo is a seasoned attorney whose distinct career path has given him a unique perspective on law. Founded his law firm, Better APC, with a focus on constantly improving every day, Sam and his team provide assistance to nonprofits, small and medium businesses, creative professionals, and solo entrepreneurs. His refreshing approach to law, which values accessibility and transparency is evidenced in his engagement with clients through educational materials. Recently adding estate planning to his portfolio of services, he has shown an unmatched dedication to fully servicing his clients and providing them with added value. His philosophy seems to...2023-09-0618 min
Legacy LeadersBrett Hughes: Maximizing Wealth Through Income Tax PlanningBrett Hughes is a Certified Financial Planner (CFP) at Centura Wealth Advisory with over 15 years of experience serving high-net-worth individuals, corporate executives, and business owners. He lives in San Diego with his wife and son. Outside of the office, you can typically find him on his mountain bike or out camping with his family. He has a passion for helping others and does so through comprehensive planning with a focus on income tax, wealth transfer (estate), retirement, insurance, and investments. Brett's transparent approach and straightforward ability to distill complex topics into understandable strategies have made him an instrumental figure in...2023-08-2329 min
Legacy LeadersCarolyn Konecki: Maximizing Insurance Coverage and ServiceCarolyn is a professional risk manager specializing in personal insurance for successful individuals and families. Her expertise lies in safeguarding tangible assets like luxury homes, vehicles, art, and more. She meticulously assesses risks and liability tied to these assets, providing comprehensive coverage against physical and online threats. With her extensive network, Carolyn matches clients with the ideal insurance solutions, offering top-notch value. She can write personal insurance in all 50 states and a few foreign countries. She graduated magna cum laude from the University of Southern California in 1985 with bachelor’s degree in business and an emphasis in management. She wa...2023-08-1825 min
Legacy LeadersDrew Powers: The Value of Comprehensive Advice in Navigating Long-Term Financial PlanningMeet Drew Powers, a seasoned financial advisor with a fascinating career trajectory. Borrowing insights from his early days of dealing cards at a casino, he understands that probability and statistics aren't intuitive for most people. This realization led him to his calling: helping others demystify complex financial issues. Part mathematician, part risk handler, he advises an array of clients, from medical professionals to law firm owners. His knack for carving out tax savings and managing investments in a 'Zen simple' fashion sets him apart in a field often characterized by jargon and complexity.Listen to this informative...2023-08-1425 min
Legacy LeadersMikhak Ghorban: Legacy Planning Tips for Divorce and Immigration ClientsMikhak Ghorban is a specialist when it comes to family law and immigration, serving the diverse community of San Diego, California. With an initial interest in political law, her trajectory took a turn during her law studies, and she found herself propelled into the world of corporate law. Now, with an enviable blend of corporate and familial legal knowledge, she helps individuals through the complexities of immigration and divorce processes. She's a believer in putting the client first, and she expertly guides them to consider all factors before making momentous decisions.Listen to this informative Legacy Leaders...2023-08-0425 min
Inside BS Show with The Godfather and Nicki G.An Introduction to Asset Protection | Rodney Hatley | 551An Introduction to Asset ProtectionClients call Rodney Hatley when:(1) They are concerned about minimizing or eliminating estate, generation-skipping transfer, and gift taxes;(2) They are taking their company public (we can move their stock ownership into special trusts so that the value of the company is out of their estates for estate, generation-skipping transfer, and gift tax purposes);(3) They are selling their company and are concerned about claims of fraud and nondisclosure when buyer's remorse sets in (we can put the proceeds into asset protection trusts so that the money is protected from later...2023-06-2032 min
Sage Money Conversations with Barbara Norman CFP®Estate Planning Essentials with Rod HatleyRod Hatley, a former JAG officer, found his calling as an estate planning attorney after he and his sister experienced an expensive and time consuming seven-year probate for his fathers’ estate. When Rod’s father fell ill, Rod tried to get his father to do the estate planning he needed. Unfortunately, his father had a mental block and could not bear the thought of gifting or changing legal title to the assets he spent his life accumulating. In 1995, based on his experience with his father, Rod turned to estate planning so he can help others with the family conversations and the...2022-12-1431 min
The Confused BreakfastRoad House (1989)Fire up the Monster Truck and grab your medical records. We’re headed to Cedar Ridge Distillery for our first ever live show featuring Road House! It’s time for a Swayze fueled fun time with broken glass, boobs, and blues. Is Wesley really the bad guy? Is there a national bouncer union circuit? Does pain actually hurt? Look, just follow the three simple rules of Dalton, crank up the Jeff Healy and kick off your boot knife boots. It’s time for Road House LIVE!•0:00:00 - Introductions•0:03:30 - Memories of first viewing•0:08:15. - Pertinent mo...2022-10-051h 44
The Confused BreakfastFast Times at Ridgemont High (1982) w/Raiders of the Lost PodcastAll we need are some tasty waves and some cool BUDZ and we’re fine! It’s the cross over you’ve all been waiting for! We are joined by our friends and hosts of Raider of the Lost Podcast, James and Anthony Deveney. We’ve joined forces to cover one of the essential high school hangout flicks of the century, Fast Times at Ridgement High. Was the Mall as cool as they made it seem? Did sex rule all motivation in high school? Will Anthony ever finally lose his virginity? Look, We’re seniors now. We’re single, successful gu...2022-09-281h 24
The Confused BreakfastON-TRIAL: BioDome (1996)Some movies are just so bad that they may not even deserve to get a full episode review devoted to them. Mike thinks BioDome is a great movie and worthy of it's own episode. Can he convince Sean and AJ? Check out our new series called ON-TRIAL!•0:00:00- Introductions•0:03:00- Sean/AJ hate this movie•0:08:30- How This Works•0:11:30- Mike’s Defense•0:23:00- Jury deliberation——————————————————————**Get Free Shipping, returns and exchanges from Felix Gray Glasses. http://felixgrayglasses.com/confused——————————————————————**Cedar Ridge Distillery- Go check out our sponsor and order some whiskey. http://cedarridgewhiskey.com—————...2022-09-2646 min
The Confused BreakfastAce Ventura: Pet Detective (1994)
Alllllrighty theeen! Ace Ventura helped launch the career of rubber faced Jim Carrey. It also sparked a controversial controversial conversation many years later. So grab your isotoners, put the laces out, and let’s save some animals! Ace Ventura is about to make a splash in the confused breakfast podcast, so do NOT go in there!!•0:00:00 - Introductions•0:03:30 - Memories of first viewing•0:09:30 - Pertinent movie details •0:14:00 - Critical and fan reviews•0:23:30 - Scene by scene breakdown •1:25:00 - Modern day ratings——————————————————————**Get Free Shipping, returns and exchanges from Felix Gray Glasses. ...2022-09-211h 35
The Confused BreakfastRaising Arizona (1987)
Parenthood may seem like fun and games till some one kidnaps an infant and houses a couple of fugitive friends. Raising Arizona brings us a not so grounded tale of love, and how far we’re willing to go back for it. Don’t miss your turn, grab the Huggies and whatever’s in the cash register. Crime of passion is not the same as a passion of crime. •0:00:00 - Introductions•0:02:30 - Memories of first viewing•0:07:30 - Pertinent movie details •0:10:30 - Critical and fan reviews•0:17:00 - Scene by scene breakdown •1...2022-09-141h 33
The Confused BreakfastAustin Powers: International Man of Mystery (1997)
YEAH, baby, YEAH! Shall we pod now or pod later? Austin Powers: International Man of Mystery offers up a groovy take on the classic spy flick and turns it on its head(with frickin’ laser beams). As long as people are still having promiscuous sex with many anonymous partners while at the same time experimenting with mind-expanding drugs in a consequence-free environment, We’ll be sound as a pound! It’s our podcast, baby and it freaks us out!•0:00:00 - Introductions•0:04:30 - Memories of first viewing•0:10:00 - Pertinent movie details •0:14:00 - Critical and fan...2022-09-071h 43