In this episode, Brad & Patty explore common mistakes individuals make in safeguarding their wealth, the importance of planning for health issues, and the need for diversification. 

The conversation also delves into the differences in asset protection for individuals versus business owners, the impact of economic factors like inflation on long-term asset protection, and the critical role of insurance in financial planning. Brad and Patty emphasize the need for a balanced approach to wealth management that prioritizes both growth and protection.

Click here to schedule an appointment with Brad and the team or give them a call at 480-410-0052.

See omnystudio.com/listener for privacy information.