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Episode Info

Episode Info:

Bruce Mack, owner and founder of Platinum Financing Group, knows that his funding options and asset protection programs are the perfect solution for all business owners to achieve complete financial freedom. Bruce is here today to share his expertise to help you find the right funding option for your business.

Curtis’ motto is “What you learn today and how you position yourself, will determine your future financial well-being 5, 10, 20 years from today.” To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com

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Show Notes

  • Bruce's background - 2:12
  • What is a living trust? - 2:57
  • Tax mitigation and advantages - 5:14
  • Assets protection - 7:12
  • What we have to put into a trust - 8:18
  • Bruce shares a client's story - 10:58
  • Encouraging people to get a trust - 11:30
  • Tangible and intangible values and a trust - 12:23
  • A trust as a private document - 15:10
  • An example of a possible divorce in the future: what happens with the trust? - 17:53
  • Playing defense - 20:53
  • Talking about The Kennedy Family - 21:57
  • Deferring taxes - 22:20
  • Talking about real estate investors and types of income - 25:06
  • Real Estate investors and trusts - 26:30
  • Bruce talks about his company - 33:10
  • Talking about the IRA and the 401 (K) - 38:50
  • Get in touch with Bruce's company - 39:24

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