
Sign up to save your podcasts
Or
Should you lock your assets away in an irrevocable trust, or keep things flexible with a revocable one? Josh breaks down revocable vs. irrevocable trusts, showing how they impact taxes, inheritance, and asset protection. He lays out pros, cons, and real-world uses of these estate planning tools. From avoiding probate to shielding wealth from taxes and creditors, he gets into the strategies that can help keep your money where you want it, without unnecessary complications.
Then in Extra Points, Josh takes a look at Rupert Murdoch’s family trust and the good and bad in how the media mogul structured his empire for the next generation.
Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!
4.1
4848 ratings
Should you lock your assets away in an irrevocable trust, or keep things flexible with a revocable one? Josh breaks down revocable vs. irrevocable trusts, showing how they impact taxes, inheritance, and asset protection. He lays out pros, cons, and real-world uses of these estate planning tools. From avoiding probate to shielding wealth from taxes and creditors, he gets into the strategies that can help keep your money where you want it, without unnecessary complications.
Then in Extra Points, Josh takes a look at Rupert Murdoch’s family trust and the good and bad in how the media mogul structured his empire for the next generation.
Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!
3,136 Listeners
772 Listeners
1,960 Listeners
410 Listeners
1,364 Listeners
428 Listeners
654 Listeners
585 Listeners
3,514 Listeners
5,093 Listeners
499 Listeners
556 Listeners
248 Listeners
430 Listeners
168 Listeners