Build a Better Financial Future

040: Protecting Your Family & Assets


Listen Later

Episode 040

Protecting Your Family & Assets

In this episode, Luis speaks with Romeo R. Perez, Esq. Romeo comes from a family of small business owners in South Texas. The first in his family to graduate college, he has owned his family law office for over 22 years, helping his clients with Divorce, Child Custody, Child Support, Guardianship, Grandparents Rights, Juvenile Justice, Abuse/Neglect (CPS) and Termination of Parental Rights.  He has dealt with families during some of the most difficult times of their lives and is now running for Family Court Judge in Las Vegas, Department Z. Romeo believes that while knowing the law is important, understanding people is essential.

 

Notes:

In this episode, you’ll learn about the following and more:

  • Romeo’s background and upbringing
  • The importance of having a will, trust, and legal guardianship in place and how you can use them to protect your family and assets
  • How the state where you live may affect your assets and liabilities
  • What Prenuptial and Postnuptial agreements are and how they work

Resources:

  • Download the 3 Fundamental “Money Moves” to Make Before Turning 45
  • Romeo’s Website
  • Romeo’s Facebook
  • Romeo’s Twitter
  • Romeo’s LinkedIn
  • Romeo’s Instagram
  • Luis’ Instagram
  • Luis’ Facebook
  • Luis’ LinkedIn
  • Luis’ Twitter
  • On My Way To Wealth YouTube Channel
...more
View all episodesView all episodes
Download on the App Store

Build a Better Financial FutureBy Luis Rosa, CFP® EA

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

18 ratings


More shows like Build a Better Financial Future

View all
This American Life by This American Life

This American Life

90,994 Listeners

Planet Money by NPR

Planet Money

30,666 Listeners

Money Girl by QuickAndDirtyTips.com

Money Girl

1,855 Listeners

WSJ What’s News by The Wall Street Journal

WSJ What’s News

4,345 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

455 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

536 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

750 Listeners

The Daily by The New York Times

The Daily

111,948 Listeners

Up First from NPR by NPR

Up First from NPR

56,508 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,561 Listeners