Before you download a cheap online will or trust, hear this! In this episode of The Wealth Planning Podcast, tax and asset protection Attorney, Anthony Brister of Brister Law shares a powerful, personal story about the hidden costs of DIY estate planning. He reveals the real-life trauma his family experienced after his mother's passing without a proper plan and the devastating consequences he's seen in his practice. Learn why those $99 forms can actually cost you more in stress, legal fees, taxes, and family harmony. Discover the essentials of a robust estate plan and how to protect your loved ones from unnecessary heartache.

Timestamps:

0:00 - Intro: The Wealth Planning Podcast with Brister Law.

0:45 - A Lawyer's Personal Story & Warning

1:50 - The Devastating Reality of No Estate Plan

3:00 - The Illusion of Cheap, DIY Planning

4:00 - Hidden Costs: Probate, Delays, & Emotional Toll

5:05 - Tax Consequences of Poor Planning

5:55 - DIY Estate Planning: An Illusion Exposed

6:45 - Hope: A Better Way to Protect Your Family

7:30 - Elements of a Real Estate Plan

8:10 - Take Action Now: Free Discovery Call & More!

Book a discovery call today at www.bristertaxlaw.com #EstatePlanningMistakes #DIYEstatePlanningFail #WillAndTrustTips #ProbateNightmare #FamilyWealthProtection #BristerLaw #LegacyPlanning #AvoidProbate #TaxPlanningTips #EstatePlanningAttorney

Most people think the key to wealth is budgeting harder—but what if it's actually thinking like a business? In this episode of The Wealth Planning Podcast with Brister Law, Anthony Brister breaks down why personal finance advice keeps people broke and how applying corporate finance strategies can transform your money game. Learn how to treat your finances like a CFO, use leverage strategically, and build systems that create real, lasting wealth.

⏱️8 Key Timestamps:

0:00 – Why budgeting isn’t the answer to personal wealth

0:28 – The problem with managing money emotionally

1:16 – Thinking like a CFO vs. a consumer

2:08 – What corporate finance actually focuses on

3:05 – Tactic 1: Pay yourself first like a business

3:44 – Tactic 3: Use leverage the right way

4:59 – Real-life example of a $500K mistake

5:08 – Three actionable strategies to apply today

Stop treating your personal finances like a guessing game! By combining smart financial planning with effective money management, you can create a strategic approach to building wealth. Learn how proper financial literacy, making calculated investment decisions, and setting clear financial goals can help you think like a business leader instead of an emotional spender.

Ready to stop winging it with your money and start building real wealth? 💼 Head to www.bristertaxlaw.com and book your free discovery call to start managing your life like a business.

#WealthPlanning #CorporateFinance #ThinkLikeACFO #MoneyMindset #PersonalFinanceTips #FinancialFreedom #HighIncomeEarners #BristerLaw #MoneyManagement #LeverageWisely #WealthPlanning #FinanceTips

In this episode of the Wealth Planning Podcast, host Anthony with The Brister Law Firm and guest Kenny Bedwell, founder of STR Insights and host of the Cash Flow Positive Podcast, delve into the world of short-term rentals as a powerful wealth-building strategy. They discuss the benefits of STRs over traditional long-term rentals and commercial properties, highlighting cash flow, tax advantages, appreciation, and equity paydown. Kenny explains how to strategically invest in STRs, emphasizing the importance of data-driven decisions, understanding personal budget, goals, and preferences, and selecting the right markets. The conversation also covers financing options, including DSCR loans, rental arbitrage, and co-hosting, as well as the critical role of comprehensive insurance for STR properties.

Timestamps:

0:00 Introduction to the hidden playbook used by wealthy investors.

0:25 The focus of the episode: short-term rentals.

0:50 Kenny Bedwell's introduction and background.

2:19 Why invest in short-term rentals?

4:18 Can you still make money buying a short-term rental.

5:16 The importance of finding the right markets and balancing the factors.

6:26 Understanding your goals with short-term rental investing.

8:03 The four pillars of wealth-building in real estate.

11:51 Budget considerations for short-term rentals beyond the down payment.

18:31 Financing options for scaling with debt-to-income issues.

25:15 The importance of proper insurance for short-term rentals.

31:53 Kenny explains the services his company, STR Insights, provides.

For a free discovery call go to www.bristertaxlaw.com

Ready to start building wealth with short-term rentals ? Visit strinsights.com to schedule a free one-on-one consultation with Kenny and his team and learn how to find profitable STR properties. https://www.strinsights.com/

#ShortTermRentals #Airbnb #RealEstateInvesting #WealthBuilding #PassiveIncome #FinancialFreedom #STRInsights #CashFlow #TaxSavings #RentalProperty #InvestmentStrategy #WealthPlanningPodcast

Want to know how one mom turned her kitchen into a tax strategy and wiped out $92,000 in taxes using Airbnb — legally? In this episode of The Wealth Planning Podcast with Anthony Brister, we break down Wendy’s inspiring story. A mom of three, property manager, and part-time realtor, Wendy was overwhelmed with taxes… until she used a few key tax strategies that transformed her finances. She’s now getting a $15,000 tax refund after years of writing checks to Uncle Sam.

Watch to learn the exact strategies she used — and how you can apply them too, even if you’re not in real estate.

⏱️Timestamps:

0:00 – What if you could pay your kids through your kitchen?

0:05 – The $92K tax elimination strategy with Airbnb

0:12 – Meet Wendy: Property manager, mom, and now tax winner

0:24 – $15K tax refund: how she flipped her tax situation

0:33 – It’s not magic — it’s strategy

0:39 – Wendy’s background: juggling jobs and kids

0:45 – Managing 13 Airbnb listings (but overpaying in taxes)

0:54 – Real estate, side biz, college-aged kids — and still taxed hard

1:10 – The first step in the transformation

2:15 – Leveraging kids in the business legally

3:45 – The short-term rental loophole explained

5:20 – How you can start applying this today

6:10 – Final thoughts and what’s possible for you

💼 Want to uncover hidden tax strategies that actually work for your life and business? Book a Discovery Call with The Brister Law Firm today — and start keeping more of what you earn. 👉 bristertaxlaw.com

#WealthPlanningPodcast #AnthonyBrister #TaxStrategy #AirbnbIncome #FinancialFreedom #SmartMoneyMoves #RealEstateTaxTips #TaxRefund #Mompreneur #WealthBuilding #MoneyMoves #TaxPlanning

In this episode of The Wealth Planning Podcast with Brister Law, Anthony Brister pulls back the curtain on why so many hardworking people stay financially stuck — even with six-figure incomes.

It’s not about how much you earn — it’s about how you’re structured. Anthony breaks down the critical shifts wealthy people make when it comes to taxes, systems, and legacy planning.

If you’ve ever felt like you're doing everything “right” but still starting from scratch every month, this raw and honest conversation is for you.

Stay tuned ‘til the end — Anthony shares a powerful takeaway that could change your entire financial trajectory.

Schedule a consult now at www.bristertaxlaw.com

⏱️ Timestamps:

00:00 – Intro: Why you’re still broke (the truth)

00:42 – The myth of working hard = financial freedom

01:35 – How most people are “structured to struggle”

02:15 – Anthony’s personal story: from broke to blueprint

03:05 – Why six-figure earners still feel like they’re behind

03:45 – The real game wealthy people are playing

04:30 – Taxes: The silent wealth killer

05:12 – How systems create freedom (and wealth)

06:00 – The role of entities in wealth planning

06:50 – What legacy actually looks like

07:40 – Common mistakes that keep people stuck

08:20 – The game-changing shift you need to make now

If this hit home for you, don’t just nod your head — take action.

✅ Subscribe for more no-fluff financial strategy.

📲 Share this with a friend who needs to stop playing the broke game.

💬 Comment below: What’s the one mindset shift you're walking away with?

#WealthPlanning #FinancialFreedom #BristerLaw #MoneyMindset #TaxStrategy #EntrepreneurLife #LegacyBuilding #BrokeToBoss #WealthPodcast #FinancialIndependence #StructureYourSuccess #WorkSmarter

Most investors don’t underperform the market because they picked the wrong stock—they underperform because they sell at the worst possible time. In this episode of The Wealth Planning Podcast with The Brister Law Firm, we break down the costly mistake of emotional selling, especially when pulling income from your portfolio. You’ll learn why it’s not just a single bad decision—but a pattern that compounds losses, triggers taxes, and crushes your future growth potential.

If your entire net worth lives in the stock market, this episode is a wake-up call. Learn how to protect your wealth like a pro—rain or shine.

🎯 It’s not just about making money. It’s about keeping it, growing it, and passing it on.

Timestamps:

0:00 – The biggest mistake investors make

0:35 – Why timing, not stock-picking, is the real problem

1:10 – The compounding cost of emotional decisions

1:52 – Pulling income during a downturn = double trouble

2:28 – Locked-in losses and unexpected taxes

3:03 – The “convertible in a hailstorm” metaphor

3:47 – Why this mistake keeps repeating

4:22 – Market exposure vs. long-term protection

5:05 – What traditional planning gets wrong

5:49 – How to build real financial resilience

6:33 – Strategies to stabilize income in volatile times

7:15 – Growing and preserving wealth across generations

8:00 – Final thoughts and next steps

📩 Ready to take control of your wealth?

Schedule a personalized consultation with Brister Law and start building a strategy that lasts through any storm.

👉 bristertaxlaw.com

#WealthPlanning #InvestingMistakes #FinancialFreedom #MarketVolatility #PassiveIncome #FinancialAdvisor #GrowYourWealth #WealthPreservation #SmartMoneyMoves #LegacyPlanning #BristerLaw

If you stopped working tomorrow… how long would your wealth actually last? In this episode of the Wealth Planning Podcast with Brister Law, Anthony Brister dives into the sobering reality that 90% of wealth is gone by the third generation—and more importantly, what to do about it.

This episode isn’t just about tax savings or business structuring—it’s about rethinking your entire approach to legacy. If you’re serious about protecting and multiplying your wealth for your children, grandchildren, and beyond, this one’s for you.

0:00 – The big question: “If you stopped working tomorrow, how long would your wealth last?” Introduction to the core issue of generational wealth.

0:40 – Main topic revealed: Anthony introduces the goal of creating a plan that protects and multiplies wealth for generations.

1:10 – Common mistake: Emphasis that most families lose wealth by the third generation not due to income, but due to lack of long-term thinking.

2:02 – Case study 1: The story of a grandfather who built a $6M real estate portfolio—lost due to no estate plan.

3:17 – Case study 2: A hardworking immigrant father with real estate wealth, unaware of looming estate taxes.

4:19 – Emotional anchor: Anthony shares how losing his mother without a will shaped his mission—conflict and grief due to no plan.

5:29 – Warning: “If your entire wealth plan is built around this year’s taxes, it’s already broken.”

6:01 – Case study 3: A doctor with growing income but no long-term strategy—solution through structured planning.

6:36 – Foundational concept: The “three legs” of generational wealth – structure, stewardship, and story.

7:10 – Common pitfall: Real estate in your personal name isn’t wealth—it’s a liability. More restructuring advice.

9:06 – Mindset shift: Wealth-building families stop thinking like individuals and start thinking like institutions.

10:25 – Challenge: Think about your family’s 30-year vision and intentionally define your legacy—don’t leave it to chance.

✅ Call to Action: Don’t just hope your wealth lasts—plan for it. 🎧 Listen, take notes, and subscribe to the Wealth Planning Podcast with Brister Law. Your future generations will thank you.

The tax code is filled with opportunities to legally lower your tax bill—if you know where to look. Whether you’re a real estate investor, business owner, or high-net-worth individual, the right strategies can help you keep more of your hard-earned money.

In this episode of The Wealth Planning Podcast, tax attorney and asset protection specialist Anthony Brister breaks down the five biggest tax mistakes that could be costing you thousands. Plus, he shares one powerful strategy that high-income earners use to reduce their tax burden significantly.

If you’re serious about building wealth and protecting your assets, this episode is a must-listen. Grab a notebook and take action on these proven tax-saving strategies!

Timestamps & Key Takeaways📌:

0:00 - Welcome to The Wealth Planning Podcast! – Helping you navigate tax laws to build and protect your wealth.

0:18 - The Costly Tax Mistakes Business Owners & Investors Make – And how to avoid them before it’s too late.

1:45 - Mistake #1: Not Having the Right Entity Structure – Why your business setup could be costing you more in taxes.

3:02 - Missed Deductions & Credits – Many taxpayers overpay simply because they don’t claim what’s available to them.

4:37 - Improper Bookkeeping & Record-Keeping – The IRS loves clean records, and bad bookkeeping can lead to audits.

6:10 - Underutilizing Retirement Accounts – How maxing out contributions can save you thousands in taxes.

7:22 - Real Estate Tax Mistakes – Depreciation, 1031 exchanges, and other key strategies investors should know.

8:40 - The Game-Changer Strategy: Tax Planning Year-Round – Why wealthy individuals never wait until tax season to take action.

💡 Don’t overpay the IRS! Book a 1:1 tax strategy session at BristerTaxLaw.com and subscribe for expert tax-saving insights.

🔗 Share this with someone who needs to keep more of their wealth! #TaxPlanning #WealthBuilding #AssetProtection #SmallBusiness #RealEstateInvesting #BristerLaw #FinancialFreedom #TaxTips

Tired of Paying 40%+ in Taxes? Discover How Real Estate Can Save You Six Figures 📉💼

If you're making high six or seven figures and feel like Uncle Sam is your biggest partner… you're not alone. 😤 In this episode of the Wealth Planning Podcast, attorney and financial strategist Anthony Brister reveals how real estate isn’t just a passive income play — it's the ultimate tax shield, asset protector, and generational wealth builder.

From real client case studies to powerful strategies like cost segregation, bonus depreciation, the short-term rental loophole, and 1031 exchanges — this is the tax game high-income professionals can't afford to ignore. 💸🏠

Whether you're a surgeon, tech founder, or W2 earner… it’s time to start thinking like an entrepreneur and legacy builder.

⏰ Timestamps:

00:00 – The Hidden Tax Trap for High Earners

00:36 – Real Estate = Tax Shield, Asset Protector & Legacy Tool

01:11 – Case Study: Surgeon Saves Over $100K in Taxes

02:03 – Why Real Estate Beats Other Tax Strategies

02:45 – Cost Segregation & Bonus Depreciation Explained

03:51 – 1031 Exchanges & The Short-Term Rental Loophole

04:58 – Self-Rental Strategy: Be Your Own Landlord

05:53 – Entity Structures & Asset Protection Essentials

06:44 – Avoiding Probate & Building a Family Trust

07:56 – The Power of Revocable Trusts & FLPs

08:50 – Sexy Tax Hack: Short-Term Rentals for W2 Earners

09:35 – Case Study: Beach House Saves $90K in Taxes

10:43 – Action Steps: Custom Planning for Real Estate Wealth

11:07 – Final Words: Protect. Multiply. Legacy.

👇 Ready to transform your tax strategy?

📅 Book your free wealth consult: bristertaxlaw.com

📩 DM us "Strategy" on IG: @bristerlawfirm for a FREE guide on how to save $100K+ using real estate.

🎧 Don’t forget to:

✅ Subscribe for more wealth-building insights

📤 Share this with a high earner who NEEDS to hear it

🔔 Turn on notifications so you never miss a strategy

In this episode of The Wealth Planning Podcast, Anthony Brister breaks down one of the most misunderstood topics in wealth building: Asset Protection. Whether you're a business owner, real estate investor, or high-income earner, your assets are at risk. Learn how to protect what you've built from lawsuits, creditors, and unexpected threats.

📌 Timestamps:

00:00 - Welcome to The Wealth Planning Podcast

00:10 - Why asset protection is critical for everyone

01:02 - The biggest misconception about asset protection

02:00 - Two key questions to assess your risk

03:06 - Common risks that make you a target for lawsuits

04:11 - Level 1 Asset Protection: Basic protections everyone needs

05:40 - The role of insurance in asset protection

06:30 - Level 2 Asset Protection: When to use LLCs and smart titling

07:45 - Equity stripping: A strategy to make your assets unattractive to creditors

08:42 - Level 3 Asset Protection: Holding companies & advanced strategies

09:55 - How asset protection integrates with tax and estate planning

11:15 - Final thoughts and action steps

Take Action Today: Schedule a FREE Discovery Call at www.bristertaxlaw.com and let’s talk about your goals, your strategy, and how we can protect you assets.

👉 Don’t forget to like, comment, and subscribe for more wealth-building tips! Share this with someone who’s ready to start their real estate journey.