EPISODE · Jun 24, 2026 · 14 MIN
Protect What You've Built | Episode 207
from The Spend Life Well Show · host ClearVista Financial
Send us Fan MailWhat would happen if one unexpected event threatened everything you've spent years building?Many people focus on growing their wealth but spend little time thinking about how to protect it. A strong financial plan includes both, helping you prepare for the unexpected while preserving what matters most.In this episode, Mark Trice discusses the essentials of asset protection, including common risks that can impact your financial life and practical strategies to help reduce your financial vulnerability before problems arise.What we cover:→ why asset protection is an important part of financial stewardship→ common threats to personal wealth, including lawsuits and liability→ business risks and protecting personal assets→ market concentration and tax planning risks→ long-term care costs and retirement planning challenges→ how insurance, umbrella policies, trusts, and business entities can help protect wealth→ practical steps to review your financial protection strategy👉 Click here for a FREE consultation with Mark!OTHER RESOURCES: Kingdom Advisors | https://kingdomadvisors.com CVF Upcoming Webinars | http://spendlifewell.com/events Have questions? Email us at [email protected] or visit our website https://clearvistafinancial.com Follow along on social media: INSTAGRAM | FACEBOOK | LINKEDIN
What this episode covers
Send us Fan Mail What would happen if one unexpected event threatened everything you've spent years building? Many people focus on growing their wealth but spend little time thinking about how to protect it. A strong financial plan includes both, helping you prepare for the unexpected while preserving what matters most. In this episode, Mark Trice discusses the essentials of asset protection, including common risks that can impact your financial life and practical strategies to help reduce ...
NOW PLAYING
Protect What You've Built | Episode 207
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m