Alpha Playbook

In the final episode of our Defensive Playbook, Greg and Matt break down how to protect your wealth from taxes, poor estate planning, and unexpected business transitions.

From tax-efficient strategies and trusts to succession planning and protecting your family's financial future, we cover the tools and strategies that help preserve what you've worked so hard to build.

Defense isn't just about protecting your money today. It's about making sure your wealth lasts for generations.

With the Defensive Playbook complete, we're getting ready to flip the script.

Coming Next: Part 2 – The Offensive Playbook, where we dive into strategies for building and growing wealth.

Contact us: [email protected]

⚠️ Disclaimer
Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

In this episode of The Alpha Playbook, Greg and Matt break down one of the most overlooked parts of building wealth: defense.

Because the biggest financial hits don’t usually come from bad investments—they come from things no one planned for. Lawsuits. Injuries. Illness. Unexpected life events.

This is where risk transfer comes in.

You’ll learn how to protect your income, assets, and long-term plan by shifting catastrophic risk off your balance sheet and onto the right structures.

What we cover:

•  The real purpose of insurance (and what most people get wrong) 
•  How much life insurance you actually need and why term is usually the foundation 
•  Why high earners should have umbrella coverage and how it protects you 
•  The most overlooked risk in your financial life: your ability to earn income 
•  How disability insurance fits into your overall plan 
•  Why long-term care can quietly destroy wealth if ignored 
•  How to think about protection like a CEO, not a consumer 

Key takeaway:
 You don’t insure everything—you insure what would ruin you.

If your defense is weak, your offense doesn’t matter. This episode helps you build a financial structure that can actually withstand real-life risk.

⚠️ Disclaimer
Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

In this episode of Alpha Playbook, Greg Brodeur and Matt break down how high earners actually build wealth. Many people focus only on income, but real wealth comes from strategy, discipline, and long term planning. Greg and Matt discuss the key principles they use with clients to turn strong income into lasting wealth. New episodes released regularly. 

Connect with us:
 Email: [email protected]

 Website: alphazerowealth.com

⚠️ Disclaimer

 Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

In this episode of Alpha Playbook, Greg Brodeur and Matt break down the biggest financial mistakes they see high earners make. From lifestyle inflation to concentrated stock exposure and lack of long term strategy, many professionals earning great incomes still struggle to build real wealth. Greg and Matt share insights from working with high earning clients and explain how a proper wealth strategy can help turn income into lasting financial security. New episodes released regularly. 

Connect with us:
 Email: [email protected]

 Website: alphazerowealth.com

⚠️ Disclaimer

 Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

 In the first episode of Alpha Playbook, Greg Brodeur and Matt introduce the show and explain why traditional financial advice is outdated. As CFP professionals in their 30s working with high earners and athletes, they share a different perspective on how wealth is actually built today. New episodes released regularly. 

Connect with us:
 Email: [email protected]

 Website: alphazerowealth.com

⚠️ Disclaimer

 Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.