#41 Strategic Trusts: Securing Your Financial Future

The Fiscal Physical Podcast

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Ever wondered how financial trusts can simplify your life and secure your assets? In this episode, we promise you'll gain a clear understanding of what trusts are and how they function. Join us as we chat with Ryan Nelson, the founder of Alchemy Wealth Management and author of "Your Fiscal Physical." Ryan breaks down the complexities of financial trusts, making them accessible and easy to understand. He elaborates on the benefits of revocable living trusts, providing the flexibility to manage your assets while still alive. Plus, he stresses the importance of consulting with an estate planning attorney to ensure everything is set up correctly.
But that's not all—get ready to be inspired by Ryan's incredible journey of embracing risks. From the physical challenges of Ironman triathlons to a daring career shift from engineering to financial advising, Ryan’s experiences are nothing short of motivational. Hear about his adventures, like studying abroad in Costa Rica without knowing the language and moving to Reno with limited resources. These stories highlight how taking calculated risks can lead to life-changing and rewarding outcomes. Tune in to glean both financial wisdom and life lessons from someone who has truly walked the talk.

Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk

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And, as always, STAY THE COURSE!

Bölümler

1. #41 Strategic Trusts: Securing Your Financial Future (00:00:00)

2. Understanding Trusts in Financial Planning (00:00:01)

3. Embracing Risks (00:12:40)