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Estate Liquidity Audit is the podcast episode for founders, real‑estate families, and professionals with $10M+ estates who refuse to fire‑sale assets to pay estate taxes. In 10 minutes or less, you’ll learn how to quantify your true exposure, calculate your liquidity gap, and design coverage using life insurance held outside the estate—coordinated with your attorney and CPA. Expect anonymized 8–9 figure case breakdowns, simple checklists you can hand to advisors, and one clear action per episode. This is for serious families and advisors who value precision over hype.

What you’ll get:

• Liquidity math made simple, trust/ILIT design basics, premium funding options (cash, collateralized, financing), policy design trade‑offs, governance, and the biggest mistakes to avoid.

Who it’s for / not for:

• For UHNW/HNW families, owners nearing exit, family offices, and advisors.
• Not for sub‑$10M estates or DIY legal advice seekers. We keep it tight and actionable. 

Call to action:

• Book your 30‑minute Estate Liquidity Audit. In 7 days you get: Liquidity Gap Report, Funding Map, and an Implementation Checklist for your lawyer/CPA. If we don’t identify material exposure or a clearly better design, we close your file with a Peace‑of‑Mind memo. Text “AUDIT” to +1‑562-900-3200 or use the link uribeinsurance.com

*Education — not legal, tax, or investment advice. Consult your own advisors. State rules and thresholds may vary.

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Auditoría de Liquidez Patrimonial es el programa para familias empresarias y profesionales con patrimonios de $10M+ que no quieren vender activos clave para pagar el impuesto sucesorio. En menos de 10 minutos, aprenderás a medir tu exposición real, calcular tu “brecha de liquidez” y diseñar cobertura con seguro de vida fuera del patrimonio—coordinado con tu abogado y contador. Casos reales (anonimizados), checklists simples y una acción clara por episodio. Precisión > humo.

Lo que obtendrás:

• Matemática de liquidez, bases de ILIT/fideicomisos, opciones de prima (efectivo, colateral, financiamiento), decisiones de diseño de póliza, gobernanza y errores críticos a evitar.

Para quién es / no es:

• Para familias UHNW/HNW, dueños cerca de exit, family offices y asesores.
• No es para patrimonios < $10M ni “hágalo‑usted‑mismo”. 

Llamado a la acción:

• Agenda tu Auditoría de 45 minutos. En 7 días recibes: Informe de Brecha, Mapa de Liquidez y Checklist de Implementación para tu abogado/CPA. Si no vemos exposición material o mejoras claras, cerramos tu expediente con un Memo de Tranquilidad. Escribe “AUDITORÍA” al +1‑562-900-3200 o usa el enlace uribeinsurance.com

*Educación, no asesoría legal, fiscal ni de inversiones. Consulta a tus asesores. Reglas y umbrales estatales pueden variar.

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🎯 Book your 1:1 CODE Review (15 minutes) now:
👉 Grab your slot here: uribeinsurance.com
⏰ Limited spots — calendar closes Friday.

If you’re a doctor, nurse, or practice owner, this CODE Session Replay shows you exactly how to protect your legacy and simplify wealth transfer—without the guesswork.

What You’ll Learn:

• Estate tax basics made simple: thresholds, common pitfalls, and how to avoid costly mistakes.
• How to align life insurance with your estate plan (including when ILITs make sense) so dollars land where you want, when you want.
• For practice owners: how buy-sell agreements and proper funding tie into clean exits and family protection—no more “paper-promise” buyouts.
• A step-by-step checklist to go from “underinsured” to “dialed in” fast.

Who This Is For:
MDs, DOs, RNs, PAs, NPs, and practice owners who want clarity on estate tax, buy-sell design, and life-insurance funding—without sales fluff.

Disclaimer:
Educational purposes only. Not legal, tax, or financial advice. Coordinate with your attorney and CPA before implementing.

💡 One ask: If this helped, like, subscribe, and share with a colleague who needs a cleaner plan. Then book your review above so we can turn ideas into action.

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Welcome to Un Billón (1 Billion) Mindset Podcast!
Special Guest: Edgar Vidal
Bio: Edgar Vidal, from East Los Angeles, California had a rough upbringing. Early since childhood, his entrepreneurial spirit would show during class recess when he would sell cucumbers with lemon- a deliciously uniquely curated Mexican snack. He would later be as involved as possible with school and extracurricular activities to stay busy and survive the "hood life". Today, Edgar is the Founder and CEO of DDB which stands for Dream, Design, Build. His mission is to rebuild California, one design at a time. You can contact his team for more information regarding ADUs, etc. He and his stellar team is more than willing to help!
Website: dreamdesign.build
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Connect with the Host
Email: [email protected]
Website: www.marysoluribe.com

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A song about how "One Billion" is on Marysol's mind. One Billion... people that is! Our host of this show is on a quest to help one billion people in her lifetime. So far, she has helped about 7 thousand patients (and counting ;) in her role as a registered nurse and dozens in her role as a life coach. You may value her work at One Million Dollars [Don't worry, she and her team is not inaccessible. She has something for everyone].

The artist dedicates this song to her parents who migrated from Mexico to the United States of America, and also acknowledges  all those individuals who are the product of their hard working parents who have sacrificed it ALL.

Here at Un Billón Mindset, we believe that we are here to serve, and that we all have more to give to make this earth the most harmonious it can be.

Enjoy!

UN BILLÓN 

1 billón está en mi mente 

yo sé que es mucha gente 

1 billón está en mi mente 

no se tu?

Me dicen Enfermera Marysol 

porque  soy Chicana México Americana

Nacida en Beverly Hills Hospital ‘95

Mi padre vino de mojado el ‘75

3 intentos no fue suficiente

Fueron a los veinte

(Si se puede, recuérdalo)

Se casaron y

Se trajo a mi mamá —

Un hermano y luego otro tengo dos

(Si se puede, recuérdalo)

(Coro x2)

Los medicos dijeron

Quince años después 

Tendrás una mujer

Pero la quieres tener?
Es un riesgo!

Mis papás dijeron si, sin pensarlo

Ya de 27 años 

Sirviéndo a 7,000

Que me voy a rendir? 

Que me voy a rendir?

Yo quiero ayudar a mas de un billón! 

Yo quiero ayudar a mas de un billón!

Quien me sigue?

Vamonos!

Porque nos vamos al cielo

Porque nos vamos va-vamos vamos va-vamos vamos al cielo!
 

(Coro x3)
1 billón está en mi mente 

yo sé que es mucha gente 

1 billón está en mi mente 

no se tu?

Me dicen Enfermera Marysol 

porque soy Chicana México Americana

For Business Inquiry/Collaborations email: [email protected] or visit www.marysoluribe.com

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WELCOME

• Listen to the Un Billón Song on Apple Music (Spanish).
• Listen to Un Billón Mindset: Health on Audible (English).
• Attention California Residents: Book your 1:1 Financial Health Consultation with a Financial Professional ($500 Value, Free with this link)
• Learn about our Entrepreneur Program HERE. 

About the Guest: 
Brian Samson is a 3x Founder/CEO of multi-million dollar Nearshore Talent brands, including Plugg Technologies. Since 2015 he has been connecting U.S. companies with LATAM talent. Prior, Brian has had several successful exits and holds MBAs from UCLA Anderson and The National University of Singapore. He lives full-time in Oahu, Hawaii with his wife and 2 young children. Brian is also a licensed foster parent, a cause he cares deeply about.

In this episode:
- Mergers and Acquisitions: "I'd love to talk to you about buying your business"
- America was built on Small Businesses
- Work Hard, Work Smart, and be passionate enough about something to Give Back!! <3

Resources:

https://www.linkedin.com/in/briansamson/

Email: [email protected] 

DISC/BIRD Test: https://takeflightlearning.com/store/taking-flight-profile/

Learn about yourself to accomplish more because -> The more you have, the more you can give.

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Attention California Business owners and breadwinners: Text "Legacy" to our WhatsApp Business line at 562-900-3200 to insure you and your family for generations. 
From another state? Text "Partner" to become a referral partner.

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Step into the extraordinary as we explore the mystical world of Total Healing Centre's founder, CC. In this captivating episode, CC shares her unique upbringing as the child of a medium mother and religious leader father. Discover how her intuitive abilities emerged at the age of 11 and have been a source of healing for others ever since. Join us on a journey through the unseen, as CC discusses her remarkable gift and the profound impact it has had on the lives she has touched. Get ready to be enchanted by the mysticism that surrounds CC and her transformative work at the Total Healing Centre.

About the Host:

Meet Marysol Uribe, your guide on this journey of discovery. A passionate explorer of the extraordinary and a dedicated healthcare professional, author and public speaker, Marysol brings a genuine curiosity to each episode. With a background in holistic nursing, Marysol creates a welcoming space for engaging conversations that delve into the realms of mystery, wonder, and self-discovery. Join the Un Billón Mindset community in this episode and navigate the uncharted territories of the mind and spirit, bringing you closer to the intriguing stories that shape our understanding of the unseen.

For business inquiries, contact [email protected]

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WELCOME

• Listen to the Un Billón Song on Apple Music (Spanish).
• Listen to Un Billón Mindset: Health on Audible (English).
• Attention California Residents: Book your 1:1 Financial Health Consultation with a Financial Professional ($500 Value, Free with this link)
• Learn about our Entrepreneur Program HERE. 

Marysol Uribe shares her book’s first chapter to ignite your wealth-building mindset.
Marysol Uribe comparte el primer capítulo de su libro para encender tu mentalidad de riqueza.

Support the show

Send us a text

WELCOME

• Listen to the Un Billón Song on Apple Music (Spanish).
• Listen to Un Billón Mindset: Health on Audible (English).
• Attention California Residents: Book your 1:1 Financial Health Consultation with a Financial Professional ($500 Value, Free with this link)
• Learn about our Entrepreneur Program HERE. 

Marysol Uribe’s near-death ocean tale unlocks the brain’s wealth-building power.

La experiencia de casi muerte de Marysol Uribe desata el poder cerebral para crear riqueza.

Support the show

Send us a text

WELCOME

• Listen to the Un Billón Song on Apple Music (Spanish).
• Listen to Un Billón Mindset: Health on Audible (English).
• Attention California Residents: Book your 1:1 Financial Health Consultation with a Financial Professional ($500 Value, Free with this link)
• Learn about our Entrepreneur Program HERE. 

Embark on a transformative journey with Marysol Uribe, RN in this episode as we explore the profound insights of Maslow's Pyramid. Delve into the layers of human motivation, self-discovery, and the pursuit of holistic well-being.

Join Marysol as she unravels the facets of Maslow's Hierarchy of Needs, guiding you through the foundational elements of life satisfaction. From basic needs to self-actualization, each step of the pyramid reveals the intricate balance required for a thriving mind, body, and spirit.

Tune in to discover how Maslow's Pyramid serves as a roadmap for understanding your unique journey towards fulfillment. Next, visit the resources below for an illuminating exploration into the essence of human motivation and the keys to unlocking your highest potential.

Resources:
Un Billón Mindset: Health (Audible)

Support the show

Send us a text

WELCOME

• Listen to the Un Billón Song on Apple Music (Spanish).
• Listen to Un Billón Mindset: Health on Audible (English).
• Attention California Residents: Book your 1:1 Financial Health Consultation with a Financial Professional ($500 Value, Free with this link)
• Learn about our Entrepreneur Program HERE. 

Embark on a rhythmic journey with Marysol Uribe in this episode of the Un Billón Mindset Podcast. As your guide to holistic health, Marysol explores the fascinating interplay between life's rhythm and Erikson's psychosocial stages. Each beat of life, from infancy to wisdom, contributes to the symphony of our well-being.

Discover how understanding these beats can harmonize your health on a mind, body, and spirit level. Join us as we delve into the transformative power of life's rhythm and its resonance with Erikson's psychosocial theory.

Tune in to explore the cadence of your own life and gain insights into creating a harmonious balance. Next, visit the resources below for a rhythmic exploration that transcends time and leads to a healthier, more harmonized you.

Resources:
Un Billón Mindset: Health (Audible)

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