We all work hard to achieve Agency for our family and to sustain it after we are gone. Many mistakenly think you can build it with just offense, then protect with defense, but successful families and businesses focus on both consistently. Listen in, we’ll build the castle together.


  • Retirement misconceptions and financial fears.
  • Analogy of the medieval kingdom for asset protection.
  • Political views on Trump’s influence on American prosperity.
  • The risks of open borders and property rights.
  • Different layers of asset protection.
  • Using entities like LLCs for asset protection.
  • The importance of insurance in asset protection.
  • The role of a revocable living trust.
  • Understanding outside vs. inside protection for LLCs.
  • Irrevocable trusts for estate tax avoidance.
  • Irrevocable trusts poise for a future episode.

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