October 28, 2024

Life Insurance Hacks, Trusts, and Tax Loopholes for Financial Growth with Brian T. Bradley, Esq. | The Better Than Rich Ep. 187

50 minutes

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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