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Andrew welcomes Brian T. Bradley, a top attorney and financial planner with a focus on asset protection and wealth preservation, to explore real-world strategies for protecting and growing wealth. They dig into tools like Medicaid-compliant annuities, IULs, and asset protection trusts, with Brian breaking down how to leverage the tax code and why early planning is critical—whether for business continuity, retirement, or long-term care. Brian also discusses how proactive financial moves help safeguard wealth from potential risks, combining security with smart growth strategies.
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