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Friday, April 18th, 2025 at 6:30 pm - Reservations Available
Fixed Cost Real Estate - The No Commission Listing Agent Process
Casual Cocktail Conversation at the Stonewater Club 
In-Person – Reservations Required – Text or Call 352-612-1000
“or” use the Contact Form: https://truesdellwealth.com/events/rsvp
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Meet the founder of Fixed Cost Investing™ and Fixed Cost Real Estate Agent Compensation. Paul Truesdell pioneered procedural estate document preparation, investing, and real estate agent compensation. Why pay more because you have more, or receive less because you have less? Combining Old School with NEw School
for a ONE School approach that works.

Friday, May 16th, 2025 at 6:30 pm - Reservations Available
Essential Florida Estate Documents
Casual Cocktail Conversation at the Stonewater Club 
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“or” use the Contact Form: https://truesdellwealth.com/events/rsvp
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The Living Trust, Irrevocable, Charitable, Pet, and Special Needs Trusts, Basic and Pour-Over Will, Durable Power of Attorney, Health Care Power, The Truesdell Living Will, The DNR, Probate, Trust Administration, Asset Protection, Medicaid Avoidance, Pre-Need Guardian, and more. Over 50,000 have attended since 1986.

Tunnel to Towers Benefit Concert
The Truesdell Companies was the primary sponsor of the Eirinn Abu benefit concert for Tunnel to Towers, which was held on February 28th at the Circle Square arena in Ocala, Florida. 
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Podcast Personality

Paul Grant Truesdell | Founder & CEO
J.D., AIF, CLU, ChFC, RFC
The Truesdell Companies
The Truesdell Professional Building
200 NW 52nd Avenue
Ocala, Florida 34482
212-433-2525 - Switchboard
[email protected] - General Email
Websites
truesdellwealth.com
Truesdell.net
PaulTruesdell.com
youtube.com/@truesdellwealth

Find The Paul Truesdell Podcast also at:

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Rough Notes

0:00  
In this episode of The Paul Truesdell podcast, I am going to talk a little bit about a personal project that I've been involved in for a couple years. I'll talk about all of the eclectic, discombobulated, gobbly, Gook terms, phrases and head scratching in something called the financial services industry. What do you say? We get started you are listening to the Paul Truesdell podcast sponsored by Truesdell wealth and the other Truesdell companies. Note, due to our extensive holdings and our clients always assume that we have a position in all companies discussed and that a conflict of interest exists. The information presented is provided for entertainment and informational purposes only. Truesdell wealth is a registered investment advisor.

0:52  
Let's start with the Absolute Truth, and I'll begin with something that I've been doing over the past two years. You see, I've taken on a personal project. It's part business. It's just part personal. And I said to myself, if I was looking for someone to handle my finances, and I want to put myself in the shoes of someone who literally doesn't know what's going on, what would I see? I wanted to understand exactly well how financial professionals, advisors, agents, bankers, brokers, dealers, financial planners and every other cockamamie title out there actually present themselves. And let me make one thing perfectly clear from the start. If you're confused, you are not alone, and you shouldn't be embarrassed, because one of the things I discovered is I had to look up what some of these titles and well, what these people mean by all of the gobbly gook and hogwash they use. You know, this industry is confusing. It's a lot like medicine or the legal profession, the law just because someone has a law degree, for example, doesn't mean that they practice law. Doesn't mean that the practicing attorney handles divorces or defends criminal cases or deals with international treaties. Lawyers specialize, doctors specialize, and guess what? The same goes for people in the financial world, professionals and not so professional. So when you hear terms like financial services, investment advisor, wealth manager, financial planner, all of them, you might be thinking, what exactly does that even mean? If you've ever asked yourself that, well, you're smarter than most people, because, yes, example, banking is different from investment banking, and investment banking has nothing to do with your neighborhood bank Crazy, right? That's the way it works. And what's a broker versus a dealer, what's a registered representative versus an investment advisor representative? And then the thing that always sticks in my craw, what is a CPA and why is or who, or what is the difference with a CFP? That's the problem you have with CFPs. They piggyback off the CPA professionalism. The truth is, the industry has done a lousy job of explaining itself, and that's a problem, because when you're looking for help with your finances, retirement, your income planning, you frankly, need someone who isn't just throwing titles around. You don't need someone who's well, just educated. You need someone with experience, who actually listens, knows their stuff, speaks in plain language, doesn't sugar coat it, tends to be blunt, and puts you first, because that's good business. It doesn't mean you deal with everybody. It means you put your clients, people you like, first. That, by the way, is the most important component for me, I just don't care about your income, net worth or your pedigree means nothing to me. For me, it's all about do you like me and do I like you? Because I do not work with people I do not like so what do we do that's different? Well, first of all, every single person our team has to understand the importance of listening real conversations, no judgment, no pressure, not an interrogation, but interviewing, listening, asking questions, clarifying, a whole lot of clarifying. Now I don't love that term financial planning. In fact, I really find it obnoxious. The reason is why I've taken a lot of heat for this over the years. Is because it's more than just money. I care about wealth, and that includes knowledge, health, relationships, mindset and basically living life with a peace of mind. Now I created this thing, and it's called The Seven cows.

5:00  
C, O, W, S stands for the seven components of wealth in the components are mindset, physical, emotional, intellectual, relationship, income and risk. You notice the word financial doesn't appear, not once you see you can be really wealthy, but you have no status. You can have status and be broke. But the real magic happens when you align both, when your life is built around purpose, protection, personal growth, and really frankly, that's what we help our clients do. So what can you expect when you're working with us? Let me begin by saying, if you're not financially independent in working because you want to work, not because you have to work. Then there's only a handful of things you can ever do. You do not need a financial planner for this. You don't need a written plan. I'm going to give it to you right now. Make more, spend less, adjust your expectations, or do a combination of the three that simple. So what can you expect when you're working with us? Well, investing retirement income strategies, there's some broad brush strokes that we can ta...