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Life Insurance Hacks, Trusts, and Tax Loopholes for Financial Growth with Brian T. Bradley, Esq. | The Better Than Rich Ep. 187
Manage episode 447258485 series 3290331
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Andrew welcomes Brian T. Bradley, a top attorney and financial planner with a focus on asset protection and wealth preservation, to explore real-world strategies for protecting and growing wealth. They dig into tools like Medicaid-compliant annuities, IULs, and asset protection trusts, with Brian breaking down how to leverage the tax code and why early planning is critical—whether for business continuity, retirement, or long-term care. Brian also discusses how proactive financial moves help safeguard wealth from potential risks, combining security with smart growth strategies.
Chapters:
- 00:00:00 - Setting the Stage
- 00:01:58 - Brian T Bradley: Insights from the Field
- 00:04:18 - Why Protecting Your Assets Matters
- 00:08:41 - Key Strategies for Asset Protection
- 00:12:52 - Unpacking Medicaid-Compliant Annuities
- 00:18:27 - Breaking Down Long-Term Care Costs
- 00:24:03 - Real Stories: Medicaid in Action
- 00:27:14 - Life Insurance: Term or Permanent?
- 00:28:46 - Beyond Whole Life: Indexed Insurance Explained
- 00:30:56 - The Power of Indexing for Wealth Growth
- 00:33:05 - Maximizing Tax Benefits with Smart Strategies
- 00:42:04 - Business Owners & Life Insurance Essentials
- 00:45:59 - Reflecting on Key Takeaways
Connect with Brian Bradley
- Bradley Financial Planning
- Brian on LinkedIn
- Bradley Legal Corp
- Brian on YouTube
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