Best Assset Protection Podcasts (2025)

1
What is a Trust Protector and Do I NEED One? | Repair The Roof Podcast 14:11

13h ago14:11

14:11

This conversation explores the concept of a trust protector in estate planning, detailing its importance, roles, and the benefits it provides. Ted discusses how a trust protector can add flexibility to irrevocable trusts, allowing for adjustments in response to changing laws and circumstances. He emphasizes the need for careful selection of a trust…

1
Who Will Decide For You? The Importance of Incapacity Planning | Repair The Roof Podcast 15:38

9d ago15:38

15:38

Ever thought about what happens if you become unable to make decisions for yourself? In this friendly chat, seasoned attorney Ted Gudorf explains why incapacity planning deserves your attention—right alongside planning for death. Ted clearly outlines essential documents, warns of common pitfalls like expensive court hassles and family squabbles, an…

1
Protect Your Digital Assets: What Happens After You're Gone? | Repair The Roof Podcast 15:37

16d ago15:37

15:37

This conversation delves into the critical importance of planning for digital assets in estate planning. Ted Gudorf discusses what constitutes digital assets, the challenges families face when these assets are not properly managed after death, and the steps individuals should take to ensure their digital legacy is protected. He emphasizes the need …

1
How to Build a Three Bucket Retirement Portfolio | The Limitless Retirement Podcast 18:23

23d ago18:23

18:23

Danny Gudorf highlights the critical role of a structured retirement income plan, outlining the three-bucket strategy as an effective method for achieving financial stability in retirement. His discussion clearly defines each bucket’s role, detailing how they collectively mitigate market volatility risks, fulfill retirees’ income requirements, and …

1
Is Your Retirement Investment Strategy Setting You Up for Disaster? | The Limitless Retirement Podcast 17:31

30d ago17:31

17:31

Financial advisor Danny explores essential elements of investing for retirement, stressing the need to adjust strategies as retirement draws nearer. He underscores the hazards of relying on obsolete investment approaches, the risks linked to excessive cash reserves, and the value of routinely assessing portfolio resilience. Danny presents the three…

1
Don't Let Beneficiary Designations Ruin Your Estate Plan | Repair The Roof Podcast 14:00

1M ago14:00

14:00

This conversation explores why beneficiary designations are a cornerstone of estate planning. It reveals how they can take precedence over wills and trusts, the risks of outdated designations, and why periodic reviews are essential. Practical tips for choosing beneficiaries wisely and keeping plans aligned with life changes are discussed. Takeaways…

1
Before You Surrender Your Annuity Watch This! | The Limitless Retirement Podcast 13:44

1M ago13:44

13:44

Thinking about surrendering your annuity? Danny Gudorf warns about hidden fees, unexpected taxes, and why careful timing can make or break your financial future. He emphasizes the importance of understanding the structure of surrender fees, the potential tax liabilities associated with cashing out or transferring annuities, and the need for a compr…

1
Your Most Asked Estate Planning Questions—ANSWERED! | Repair The Roof Podcast 13:28

2M ago13:28

13:28

This conversation delves into the intricacies of estate planning, addressing common concerns and misconceptions. Ted Gudorf discusses the importance of clear legal designations, the role of trusts, the challenges of probate, and the necessity of planning for loved ones. He emphasizes proactive measures to avoid disputes and ensure that one's wishes…

1
What’s the Right Way to Transfer Your Home to Your Kids | Repair The Roof Podcast 11:22

2M ago11:22

11:22

In this conversation, estate planning attorney Ted Gudorf discusses the complexities of transferring property to children, particularly the pitfalls of gifting a home versus using a trust. He explains how gifting can lead to significant tax liabilities, such as capital gains taxes, and the complications of gift taxes. Gudorf advocates for the use o…

1
Ready to Retire in 2025? Follow These 3 Simple Steps | The Limitless Retirement Podcast 17:01

2M ago17:01

17:01

In this conversation, Danny Gudorf, a financial planner, discusses the essential steps for preparing for retirement. He emphasizes the importance of assessing one's financial condition, envisioning an ideal retirement, and connecting financial realities with retirement goals. Danny also addresses the common fears associated with retirement and prov…

1
How to Legally Pay 0% Capital Gains Tax On $100,000 In Retirement Income | The Limitless Retirement Podcast 15:13

2M ago15:13

15:13

In this conversation, Danny Gudorf, a financial planner, discusses strategies for generating tax-free income in retirement, focusing on the 0% tax rate on capital gains. He explains how retirees can structure their income to take advantage of this tax benefit, emphasizing the importance of tax diversification and strategic planning. The discussion …

1
Can a Living Trust Lower Your Taxes? | Repair The Roof Podcast 11:53

2M ago11:53

11:53

This conversation explores the relationship between living trusts and taxes, clarifying common misconceptions and outlining when living trusts can be beneficial for tax savings. Ted Gudorf, an experienced estate planning attorney, discusses the limitations of living trusts regarding income and estate taxes, while also highlighting scenarios where t…

1
How Do Social Security Survivor Benefits Work? A Clear Breakdown | The Limitless Retirement Podcast 15:49

3M ago15:49

15:49

This conversation delves into the complexities of survivor benefits in social security, particularly focusing on what happens when a spouse passes away before claiming their own benefits. It covers eligibility criteria, various scenarios based on claiming timing, and the importance of strategic planning to maximize financial security for surviving …

1
Avoid Losing Everything to Nursing Home Costs Medicaid Strategies That Work | Repair The Roof Podcast 4:49

3M ago4:49

4:49

This conversation focuses on crisis Medicaid planning, detailing how individuals can protect their assets while qualifying for Medicaid. Ted explains the eligibility requirements, asset limits, and various strategies available for both single individuals and married couples. He emphasizes the importance of legal planning and the role of Gudorf Law …

1
2025 Retirement Rule Changes What They Mean for Your Retirement | The Limitless Retirement Podcast 18:13

3M ago18:13

18:13

In this conversation, financial planner Danny Gudorf discusses the significant changes to retirement planning that will take effect in 2025. He covers various aspects including increased contribution limits for workplace retirement plans, the introduction of super catch-up contributions, changes to inherited IRA rules, and the new emergency savings…

1
Aging Risks Ahead Are You Prepared for What’s Coming | Repair The Roof Podcast 32:42

3M ago32:42

32:42

In this episode of the Repair the Roof podcast, host Ted Gudorf speaks with Mark George, owner of Issue Insurance Agency, about the significant trends affecting the aging population. They discuss the implications of increased longevity, the baby boomer demographic shift, and declining fertility rates on long-term care needs. Mark emphasizes the imp…

1
6 Critical LLC Formation Mistakes That Could Destroy Your Business | Repair The Roof Podcast 10:02

3M ago10:02

10:02

In this conversation, Ted Gudorf shares critical insights on forming a limited liability company (LLC) and highlights common mistakes entrepreneurs make during the process. He emphasizes the importance of selecting the right state for registration, the implications of management structure, and the necessity of a comprehensive operating agreement. B…

1
How to Leave More Than Money: Legacy Planning with Stan Miller | Repair The Roof Podcast 37:57

3M ago37:57

37:57

"I think that the act of thinking about how to make the world a better place is transformative in the lives of humans." Join our host Attorney Ted Gudorf as he unlocks the secrets to impactful legacy planning with Stan Miller, a celebrated estate planning attorney and author. Stan takes us through his remarkable journey from the inception of his ca…

1
Farm Succession Planning: Keeping the Family Farm in the Family | Repair The Roof Podcast 17:57

4M ago17:57

17:57

Today, our host Attorney Ted Gudorf discusses the ins and outs of farm succession planning, so that you can have peace of mind that your life's work is preserved for future generations! Ted tackles the emotional and practical challenges faced by baby boomer farmers as they approach retirement. Discover how to navigate the complex landscape of estat…

1
8 Must Know Year-End Tax Saving Strategies | The Limitless Retirement Podcast 18:35

4M ago18:35

18:35

In this conversation, Danny Gudorf, a financial planner, discusses eight powerful year-end tax saving strategies that can significantly impact your tax liabilities.He emphasizes the importance of these strategies in light of the impending expiration of the Tax Cuts and Jobs Act of 2017. The strategies include retirement plan contributions, tax loss…

1
Navigating Farmland Values, Income Trends, and Estate Planning: A Conversation with Howard Halderman | Repair The Roof Podcast 37:57

5M ago37:57

37:57

Today, our host Attorney Ted Gudorf is joined by Howard Halderman of Halderman Companies to discuss the evolving challenges and opportunities in farm management across Indiana, Ohio, and Michigan. Despite record crop yields in 2023, farmers face decreased incomes due to lower commodity prices. Howard discusses fluctuating land values, noting a peak…

1
Are You Considering Part-Time Work in Retirement? Here Are 8 Key Factors | The Limitless Retirement Podcast 19:15

5M ago19:15

19:15

Today, our host Danny Gudorf discusses eight key factors to keep in mind when exploring part-time jobs and volunteer opportunities that fit your lifestyle in retirement. If there’s one key lesson to take away from this episode, it’s to seek balance between mental stimulation and physical activity while avoiding stress, as well as considering the ri…

1
Why You May Need 20% Less Spending in Retirement. The Retirement Spending Smile | The Limitless Retirement Podcast 13:59

5M ago13:59

13:59

What would you do if your current retirement savings plan is built on a myth? Our host, Danny Gudorf, flips the script on traditional retirement planning by introducing a little-known, yet powerful concept called the “Retirement Spending Smile.” Through it, he demonstrates why you may actually need 20% less in retirement income than you think to li…

1
FINCEN’s Corporate Transparency Act: What Every Business Owner Needs to Know | Repair The Roof Podcast 17:00

6M ago17:00

17:00

"With penalties of up to three years in prison and a $10,000 fine for intentionally not complying, the implications of noncompliance are severe.” Ever wondered whether your business complies with the latest governmental regulations, or if you're at risk of severe penalties? Our host, Attorney Ted Gudorf, unravels the complexities of the Corporate T…

1
Medicaid's Five-Year Lookback Period Explained: Protect Your Assets! | Repair The Roof Podcast 18:04

6M ago18:04

18:04

"Medicaid planning isn't about beating the system, but ensuring that you or your loved ones can receive necessary care without unnecessarily depleting all your assets.” Unlock the secrets to safeguarding your financial future as our host Attorney Ted Gudorf guides us through the intricate world of Medicaid planning. Discover the crucial elements of…

1
Final Inherited IRA Rules Breaking Down the Secure Act 2.0 FINAL | The Limitless Retirement Podcast 24:28

6M ago24:28

24:28

"The SECURE Act 2.0 has changed things a lot. We will explore every detail of the new rules, and trust me when I say pouring over 260 pages of new legislation wasn't exactly a walk in the park, but I've done the heavy lifting for you, so you don't have to." What if understanding the SECURE Act 2.0 could absolutely transform your retirement planning…

1
Rejected POA? Steps to Take When Your Bank Won't Cooperate | Repair The Roof Podcast 7:29

7M ago7:29

7:29

“It's far easier to address these issues proactively than to scramble for solutions in the midst of a crisis. By planning ahead, you’re not just protecting your assets. You're giving yourself and your loved ones peace of mind.” Our host, Ted Gudorf dissects the real-world struggles of dealing with power of attorney (POA) and financial institutions.…

1
Navigating Blended Families: How to Protect Your Children's Inheritance | Repair The Roof Podcast 22:01

8M ago22:01

22:01

“The beauty of a trust is its flexibility. You can customize it to fit your unique family situation and financial goals. However, this flexibility also means there are a lot of decisions to make.” Imagine being in your mid-60s, like John and Sarah, and facing the challenge of how to ensure both your surviving spouse and children from previous marri…

1
Florida Community Property Trust For Ohio Resident and The Upcoming Estate Tax Cliff with Craig R. Hersch | Repair the Roof Podcast 34:07

8M ago34:07

34:07

Did you know that Ohio residents have the opportunity to leverage some of Florida's unique tax advantages? Listen in as tax attorney Craig Hersch from the Sheppard Law Firm does a deep dive into the Florida Community Property Trust statute. Along with our host Ted Gudorf, he and Craig share how owning trusts in Ohio (and other common law states) ca…

1
How Much Do I Need to Retire? 5 Numbers to Help You Decide | The Limitless Retirement Podcast 18:46

8M ago18:46

18:46

“Remember to overestimate your expenses and build in a margin for unexpected costs and consider the impact of taxes in retirement.” Without the right strategy, planning for retirement can be overwhelming. In this episode, you'll take the first step towards creating a personalized retirement plan simply by taking stock of five essential numbers. “Fi…

1
How to Pay Taxes On A Roth Conversion | The Limitless Retirement Podcast 16:24

8M ago16:24

16:24

Ever wondered how to strategically manage the tax implications of Roth conversions without falling into the trap of unexpected penalties? Join me, Danny Gudorf, as I uncover the essential tactics for optimizing Roth IRA growth and tax benefits in our latest episode. You'll learn how to transition funds from traditional IRAs or 401ks into Roth IRAs …

1
7 Simple Tips to Increase Retirement Income Without Extra Work or Saving More | The Limitless Retirement Podcast 16:15

9M ago16:15

16:15

"Whether you're 45 and have 40 years of retirement to live through, or you're 65 and have roughly 20 years of a retirement time horizon, deciding on how you can take money out of your portfolio is going to really impact how much it can generate in monthly or annual income." What if you could boost your retirement cash flow without taking on another…

1
Should You Be Your Own Registered Agent? | Repair The Roof Podcast 11:14

9M ago11:14

11:14

In this conversation, Ted Gudorf discusses the critical role of a registered agent in business operations, emphasizing the importance of choosing whether to serve as your own registered agent or hire a professional service. He outlines the responsibilities, risks, and potential legal implications of being your own registered agent, including privac…

1
Why You Shouldn’t Use the 4% Rule In Retirement (And a Better Strategy) | The Limitless Retirement Podcast 15:47

10M ago15:47

15:47

"A different strategy is going to be one that can be flexible and solve these issues better than the 4% rule.” Can you really rely on the 4% rule for a comfortable retirement? In this episode, our host Danny Gudorf tackles this controversial topic head-on, revealing why this popular rule might lead you astray. Danny dissects the four major pitfalls…

1
How to Pay ZERO TAXES on Social Security - 6 Simple Strategies | The Limitless Retirement Podcast 21:03

10M ago21:03

21:03

"It's crucial to understand how different income sources can impact the taxation of your Social Security benefits." Unlock the secrets to reducing your tax burden on Social Security benefits! Nearly half of all recipients now find themselves taxed on these crucial benefits, and the number is only climbing. On today's episode of The Limitless Retire…

1
Should You Consider Roth Conversions If Over 70? | The Limitless Retirement Podcast 17:59

10M ago17:59

17:59

“I always come back to one simple litmus test, do you want to pay the taxes on your IRA now, or do you want the beneficiaries to pay the taxes later?" In this episode of The Limitless Retirement Podcast, Danny Gudorf of Gudorf Financial Group uncovers the myriad of benefits of Roth conversions for those in their 70s, including the potential for a t…

1
Top 10 Most Common Required Minimum Distribution Mistakes | The Limitless Retirement Podcast 20:11

11M ago20:11

20:11

"RMDs can be a complex and intricate situation in retirement. But knowing these common mistakes can help you navigate this important part of your retirement plan." Our host, Danny Gudorf, unravels the complexities of RMDs and spotlights the top 10 mistakes that could derail your retirement strategy. With new laws changing the starting age from 70.5…

1
The HSA Advantage: 5 Strategies for Retirement Success | The Limitless Retirement Podcast 28:58

11M ago28:58

28:58

"By strategically contributing to your HSA throughout your working years, you can build up a substantial balance to help mitigate this impact of the rising health care costs that you're likely to face in retirement." Unlock the full potential of your Health Savings Account and take control of your financial future as our host Danny Gudorf of Gudorf…

1
The Pitfalls of Investing Overly Conservative In Retirement | The Limitless Retirement Podcast 30:39

11M ago30:39

30:39

“Creating a three-bucket retirement plan is essential for a successful retirement that enables you to avoid being unnecessarily conservative.” Could your well-intentioned, conservative investment strategy for retirement actually be setting you up for financial instability? In this episode of The Limitless Retirement, our host Danny Gudorf flips the…

1
Why a One-Page Financial Plan is So Powerful | The Limitless Retirement Podcast 31:22

12M ago31:22

31:22

“The problem is, a lot of people end up not retiring simply because they don't have the confidence to do it.” Navigating the murky waters of retirement planning often feels like trying to read a map in the dark, but what if there were a beacon to guide you through? That's precisely what our host Danny Gudorf offers in this latest discussion: a one-…

1
3 Things to Do Before You Retire | The Limitless Retirement Podcast 22:34

1y ago22:34

22:34

"I encourage all of my clients to view retirement not as what they're retiring from, but what they're retiring to. Thinking about retirement this way creates a mental shift and gives you a sense of hope and joy as you enter this new phase of life." Have you ever looked into your financial future and wondered how you can retire not just comfortably …

1
Welcome to The Limitless Retirement Podcast! 5:00

1y ago5:00

5:00

Welcome to the inaugural episode of The Limitless Retirement Podcast with Danny Gudorf, Owner of Gudorf Financial Group. Whether retirement is on your horizon, or you've already made the leap, this podcast tackles your most important questions about retirement. From real-life success stories to practical advice, each episode promises to enrich your…

1
Understanding Ohio Property Taxes 18:34

2y ago18:34

18:34

Get ready to unravel the complex world of property taxes in Ohio with Attorney Ted Gudorf. This episode will leave you better informed and prepared for the ever-changing property tax landscape. Ted walks us through the recent surge in property values, breaking down what this means for you as a property owner, and how it differs from your home's res…

1
7 Key Trust Assets and How to Effectively Fund Them Into Your Trust 32:38

2y ago32:38

32:38

Listen in as Attorney Ted Gudorf guides you through the complexities of funding a trust, in the latest episode of the Repair the Roof Podcast. This episode is dedicated to discussing the vital importance of fully funding your estate plan. Ted highlights the top seven items to transfer into your trust, the paperwork involved, and the legal implicati…

1
Trusts 101: Understanding the Basics of the Four Essential Trusts We Create for Our Clients 34:18

2y ago34:18

34:18

Our host, Attorney Ted Gudorf unravels the intricacies of trust types and estate planning. He starts by examining the key distinctions between the types of trusts frequently created at Gudorf Law Group, and how these different trusts can protect your assets from lawsuits, creditors, bankruptcy, and divorces, and even provide a shield against Medica…

1
The Perilous Pitfalls: Navigating The 5 Major Estate Planning Blunders 40:46

2y ago40:46

40:46

Are you prepared for the future of your estate? Our host, Attorney Ted Gudorf is here to help you avoid the five major estate planning blunders that could impact your family. In this episode, he tackles the skyrocketing cost of long-term care, as 10,000 individuals turn 65 every day and the probability of needing such care increases. Discover Gudor…

1
Revocable Living Trust Essentials: The 10 Must-Have Provisions for Success 16:25

2y ago16:25

16:25

Discover the essentials of revocable living trusts with our host, Attorney Ted Gudorf, as he guides us through the 10 must-have provisions for success in a revocable living trust in Episode 19 of the Repair the Roof Podcast. Learn how to create a solid trust that not only protects your estate but also simplifies matters for your loved ones in case …

1
Ep. 18: The Inheritance Dilemma: Can Credit Card Debt Be Passed Down to Heirs 23:27

2y ago23:27

23:27

Have you ever wondered what happens to your debts when you pass away? How can you protect your estate and your loved ones from being burdened by these debts? In this eye-opening episode of the Repair the Roof Podcast, our host Attorney Ted Gudorf dives into the inheritance dilemma and discusses the different types of debt that can impact heirs when…

1
Ep. 17: Nailing the Essentials: 10 Must-Discuss Topics for Married Couples Before Meeting an Estate Planning Attorney 20:49

2y ago20:49

20:49

Have you yet found yourselves discussing estate planning and elder law basics as a couple? It's time to get serious about these critical topics, and Attorney Ted Gudorf is here to guide you through it all. He covers everything from having a conversation about your estate plan goals, to sharing information about assets, income, and debt, and even de…

1
Ep. 16: Demystifying General Power of Attorney: Legal Insights for Effective Planning 27:22

2y ago27:22

27:22

Our host, Attorney Ted Gudorf explains the importance of a General Power of Attorney in your estate planning journey, as he breaks down the differences between general and healthcare powers of attorney and explores the pros and cons of using a springing power of attorney. Get clear on Ohio's Uniform Power of Attorney Act, designed to bring clarity …

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Assset Protection Podcasts

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