Life Insurance Hacks, Trusts, and Tax Loopholes for Financial Growth with Brian T. Bradley, Esq. | The Better Than Rich Show Ep. 187

learn how to protect your wealth and create a sustainable financial plan that lasts.

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learn how to protect your wealth and create a sustainable financial plan that lasts. 〰️

Life Insurance Hacks, Trusts, and Tax Loopholes for Financial Growth with Brian T. Bradley, Esq.

In the latest episode of the Better Than Rich Show, host Andrew Biggs sits down with Brian T. Bradley, an attorney and financial planner specializing in asset protection and financial strategies. Brian explains the critical role of planning ahead for life’s uncertainties, especially concerning long-term care and wealth preservation.

A key focus of the discussion revolves around Medicaid-compliant annuities, which can help individuals qualify for Medicaid while protecting their assets. Brian highlights the staggering costs of long-term care, averaging $155,000 annually, and the importance of proactive planning to avoid financial ruin. He also delves into indexed universal life insurance (IUL), a tool that offers both cash value growth and a safety net against market downturns.

With a wealth of knowledge, Brian provides practical advice on leveraging life insurance for retirement, ensuring fair treatment among heirs, and securing key employees in business. This episode is a must-listen for anyone seeking to enhance their financial literacy and take control of their financial future.

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