# asset protection (audio feeds) — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover asset protection. Page: Feed: --- ## [#111 - Common Sense: Professional Service Firm Superpower or Unicorn Poop?](https://viewlegal.libsyn.com/111-common-sense-professional-service-firm-superpower-or-unicorn-poop) _2026-07-17 · ViewLegal Podcast_ Many observers are predicting that the changes to the legal and professional services industries over the next 3 years will be unprecedented. A 'perfect storm' across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty in ongoing change. The key question for every professional is – what do we do? As part of View's 'Foundations for the Future' series, this… [Listen](https://traffic.libsyn.com/secure/viewlegal/111_-_Common_Sense_Professional_Service_Firm_Superpower_or_Unicorn_Poop.mp3?dest-id=274214) ## [#110 - Tax on death: The Key CGT Rules Explained](https://viewlegal.libsyn.com/110-tax-on-death-the-key-cgt-rules-explained) _2026-06-18 · ViewLegal Podcast_ The mantra that death and taxes are the only certainties in life arguably remains true; with the qualification that at least on death there are not ongoing changes ... unlike the tax regime ; the 2026 Budget the latest piece of supporting evidence. The capital gains tax ( CGT ) rules for deceased estates are a foundational area for all advisers in the holistic estate planning space. This webinar… [Listen](https://traffic.libsyn.com/secure/viewlegal/Tax_on_death_-_The_Key_CGT_Rules_Explained_mixdown.mp3?dest-id=274214) ## [#109 - Trust Horror Stories … the 10th Anniversary Edition](https://viewlegal.libsyn.com/109-trust-horror-stories-the-10th-anniversary-edition) _2026-05-15 · ViewLegal Podcast_ Many specialist advisers have business plans that consist of one word - 'trusts'. A significant reason for this is the myriad of seemingly never-ending problems with trust deeds. In the lead up to another 30 June, this 10 th Anniversary edition of our 'Trust Horror Stories' webinar series we will explore the most instructive trust 'horror' stories that View has helped resolve over the last 10… [Listen](https://traffic.libsyn.com/secure/viewlegal/109_-_Trust_Horror_Stories_the_10th_Anniversary_Edition.mp3?dest-id=274214) ## [The 22-Step Plan for Income, Protection, and Peace of Mind](https://omny.fm/shows/rock-on-retirement/the-22-step-plan-for-income-protection-and-peace-of-mind) _2026-04-24 · Rock on Retirement_ In this episode of Rock On Retirement , Thomas Lipscomb is joined by NHL Hall of Fame broadcaster Chuck Kaiton and bestselling author Coach Pete D'Arruda for a lively conversation about retirement planning, income, taxes, and what it really means to be ready for life after work. Coach Pete introduces his latest resource, The 22-Step Total Retirement Plan , a full-color guide designed to show the… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/a601340a-d13d-463e-9754-ae04010af928/0d9e7d0d-7854-48a7-9dfa-b43a01021bd2/audio.mp3?utm_source=Podcast&in_playlist=5c65d876-71d4-46ff-ba76-ae04010af944) ## [#108 - Asset Revaluation Reserves: A Holistic Estate Planning Strategy Unpacked](https://viewlegal.libsyn.com/108-asset-revaluation-reserves-a-holistic-estate-planning-strategy-unpacked) _2026-04-20 · ViewLegal Podcast_ Whenever a trust owns assets intended to be addressed as part of an estate plan the loan accounts and unpaid present entitlements are critical aspects to be considered. The issues in this regard are almost always magnified when any form of asset revaluation is undertaken, particularly when the second order consequences of the wider estate plan are ignored. This practically focused webinar will… [Listen](https://traffic.libsyn.com/secure/viewlegal/108_-_Asset_Revaluation_Reserves.mp3?dest-id=274214) ## [#107 - Adviser Facilitated Business Succession Planning: The Steps for Success](https://viewlegal.libsyn.com/107-adviser-facilitated-business-succession-planning-the-steps-for-success) _2026-03-27 · ViewLegal Podcast_ Holistic Estate planning is widely considered as being 'so hot right now' for many advisers. Business succession planning, as part of holistic estate planning, is arguably becoming the 'go to' value add for many advisers. This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View's facilitated business succession planning platform to… [Listen](https://traffic.libsyn.com/secure/viewlegal/107_-_Adviser_Facilitated_Business_Succession_Planning_The_Steps_for_Success.mp3?dest-id=274214) ## [Red Zone Retirement Moves — The One Checklist That Can Save Your Plan Before It’s Too Late](https://omny.fm/shows/rock-on-retirement/red-zone-retirement-moves-the-one-checklist-that-can-save-your-plan-before-it-s-too-late) _2026-02-28 · Rock on Retirement_ Coach Pete and Russ Hackman (The Wall Street Sweeper) rip through the smart year-end plays people skip-rebalancing, tax-minded moves, and tightening up the plan before the "financial red zone" hits you back. They clear up the wills vs. trusts confusion in plain English, so you're not leaving a mess for your family. Don't miss this critical conversation that also touches on how AI is shaking up… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/a601340a-d13d-463e-9754-ae04010af928/b822085c-b2ea-4fa1-b347-b3fe016891d6/audio.mp3?utm_source=Podcast&in_playlist=5c65d876-71d4-46ff-ba76-ae04010af944) ## [The 15% Fee That Can Nuke Your Nest Egg — Coach Pete’s “Financial Fill-Up” Plan Is the Escape Hatch](https://omny.fm/shows/rock-on-retirement/the-15-fee-that-can-nuke-your-nest-egg-coach-pete-s-financial-fill-up-plan-is-the-escape-hatch) _2026-02-21 · Rock on Retirement_ Coach Pete brings in NHL Hall of Fame broadcaster Chuck Kaiton and gets straight to the real retirement question: how do you turn savings into lifetime income without getting wrecked when markets swing? They break down Coach Pete's "Financial Fill-Up" approach-why Chuck can take required minimum distributions (RMDs) and still see his portfolio refilling-plus the "dozen tips" that matter most when… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/a601340a-d13d-463e-9754-ae04010af928/71beead5-915a-47a3-8622-b3f7016fa298/audio.mp3?utm_source=Podcast&in_playlist=5c65d876-71d4-46ff-ba76-ae04010af944) ## [#106 - Estate Planning 2026 Where are we at](https://viewlegal.libsyn.com/106-estate-planning-2026-where-are-we-at) _2026-02-20 · ViewLegal Podcast_ The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will use case studies to explore all key recent developments including: · the key estate planning related court decisions over the last 12 months · taxation and stamp duty changes impacting on estate planning · the impact of key legislation changes · latest examples of the… [Listen](https://traffic.libsyn.com/secure/viewlegal/106_-_Estate_Planning_2026_Where_are_we_at.mp3?dest-id=274214) ## [401(k) Secrets, Roth vs. Traditional Smackdown, and the “Safe Money” Moves Wall Street Won’t Spell Out](https://omny.fm/shows/rock-on-retirement/401-k-secrets-roth-vs-traditional-smackdown-and-the-safe-money-moves-wall-street-won-t-spell-out) _2026-02-14 · Rock on Retirement_ Coach Pete and the crew get straight to the point in this episode: if you're not squeezing every ounce out of your 401(k), you're leaving real money behind. They break down the Roth vs. traditional decision in plain English-what you're really betting on with taxes-and why "safe money" isn't about being scared, it's about building a foundation that can survive market chaos. From lifetime income… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/a601340a-d13d-463e-9754-ae04010af928/816b50d9-e4c1-4f83-bff9-b3f00170d7e3/audio.mp3?utm_source=Podcast&in_playlist=5c65d876-71d4-46ff-ba76-ae04010af944) ## [Hire AI-Powered Professionals (Sponsored)](https://crawlproof.com/a/MyPgbAL0vFS7) _2026-02-14 · **Sponsored**_ Browse public gigs, message candidates, and run video interviews — free to start. ## ["Only the Paranoid Survive” — Coach Pete and Russ Hackman Call Out Wall Street’s Favorite Trick on Retirees](https://omny.fm/shows/rock-on-retirement/only-the-paranoid-survive-coach-pete-and-russ-hackman-call-out-wall-street-s-favorite-trick-on-retirees) _2026-02-07 · Rock on Retirement_ Coach Pete and Russ Hackman (the Wall Street Sweeper!) break down why market volatility is brutal for retirees when too much money stays on the risk table-and why the old 60/40 stock-bond playbook was built for a different era. Russ warns Wall Street keeps "feeding you risk," even trying to jam private assets into 401(k)s , while Coach Pete stresses you need an exit strategy and lifetime income… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/a601340a-d13d-463e-9754-ae04010af928/5724d6df-1a1e-4dfe-9898-b3e901594466/audio.mp3?utm_source=Podcast&in_playlist=5c65d876-71d4-46ff-ba76-ae04010af944) ## [The Retirement Wake-Up Call Most People Get Way Too Late](https://omny.fm/shows/rock-on-retirement/the-retirement-wake-up-call-most-people-get-way-too-late) _2026-01-31 · Rock on Retirement_ Coach Pete and the Rock on Retirement crew crank the volume on the real issues that can make-or break-your retirement. This episode dives straight into the most common retirement pitfalls, how lifestyle changes can quietly wreck a plan, and why waiting too long to get serious about your finances is one of the biggest mistakes people make. If you want straight talk, no fluff, and a smarter way to… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/a601340a-d13d-463e-9754-ae04010af928/830547ed-a5c9-4c0e-bea0-b3e2016a48b9/audio.mp3?utm_source=Podcast&in_playlist=5c65d876-71d4-46ff-ba76-ae04010af944) ## [The One Thing Retirement Never Prepares You For — Even If the Money’s Right](https://omny.fm/shows/rock-on-retirement/the-one-thing-retirement-never-prepares-you-for-even-if-the-money-s-right) _2026-01-24 · Rock on Retirement_ On this episode of Rock on Retirement, Coach Pete is joined by NHL Hall of Fame broadcaster Chuck Kaiton and NC State Wolfpack voice Tony Haynes for a real, unfiltered conversation about what retirement actually feels like. They dig into the emotional side of leaving a long career, the identity shift nobody talks about, and why a solid financial plan matters just as much after the paychecks stop.… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/a601340a-d13d-463e-9754-ae04010af928/609edee7-3d23-4c55-9512-b3db01729250/audio.mp3?utm_source=Podcast&in_playlist=5c65d876-71d4-46ff-ba76-ae04010af944) ## [The Retirement Red Zone: Moves You Can’t Afford to Miss](https://omny.fm/shows/rock-on-retirement/the-retirement-red-zone-moves-you-can-t-afford-to-miss) _2026-01-17 · Rock on Retirement_ Coach Pete and Russ Hackmann break down the smartest year-end retirement moves, why rebalancing matters more than most people think, and the real difference between wills and trusts - without the boring legal jargon. They dig into the "financial red zone," explain how AI is quietly changing investments, and call out the mistakes that can derail retirement fast. If you want a clear, no-nonsense… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/a601340a-d13d-463e-9754-ae04010af928/cf287b0d-edd6-4f9c-b293-b3d401745cc6/audio.mp3?utm_source=Podcast&in_playlist=5c65d876-71d4-46ff-ba76-ae04010af944) ## [The Retirement Killers Hiding in Your 401(k) (And How to Rock Past Them)](https://omny.fm/shows/rock-on-retirement/the-retirement-killers-hiding-in-your-401-k-and-how-to-rock-past-them) _2026-01-10 · Rock on Retirement_ The gloves come off as Coach Pete and the team break down the smart-and not-so-smart-ways people are using their 401(k)s. They dive into Roth vs. traditional accounts, safe money strategies, and how to build lifetime income that doesn't disappear when the market gets rocky. Along the way, Coach Pete exposes the "financial termites" quietly eating away at retirement savings and challenges listeners… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/a601340a-d13d-463e-9754-ae04010af928/d18b2017-02a8-40ce-92c7-b3cd016eaa61/audio.mp3?utm_source=Podcast&in_playlist=5c65d876-71d4-46ff-ba76-ae04010af944) ## [Why Wall Street Loves Volatility — And Why Retirees Shouldn’t](https://omny.fm/shows/rock-on-retirement/why-wall-street-loves-volatility-and-why-retirees-shouldn-t) _2026-01-03 · Rock on Retirement_ Coach Pete and the team pull back the curtain on how market volatility really impacts retirement - and who actually benefits when markets swing. They challenge outdated strategies like the 60-40 portfolio, break down the importance of tax planning, and explain why lifetime income and risk management matter more than chasing returns. This episode shows how cutting through the media noise and… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/a601340a-d13d-463e-9754-ae04010af928/ba4117b8-4d3f-475e-b18d-b3c60171b8b3/audio.mp3?utm_source=Podcast&in_playlist=5c65d876-71d4-46ff-ba76-ae04010af944) ## [#105 - 2025 The Year in ReView](https://viewlegal.libsyn.com/105-2025-the-year-in-review) _2025-11-14 · ViewLegal Podcast_ At least once a week throughout the course of 2025, Matthew Burgess has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and observations. In this special event, Matthew reviews the highs and lows from 2025 in what will be a fast paced, thought-provoking and at times likely controversial one hour webinar . Best of all,… [Listen](https://traffic.libsyn.com/secure/viewlegal/105_-_2025_The_Year_in_ReView.mp3?dest-id=274214) ## [#104 - Securing succession of SMSFs as part of an estate plan](https://viewlegal.libsyn.com/104-securing-succession-of-smsfs-as-part-of-an-estate-plan) _2025-11-14 · ViewLegal Podcast_ For every SMSF member, regardless of whether they choose to use a binding death benefit nomination, the overriding objective of a holistic estate plan must be securing of the succession of control of the fund and in turn member benefits. This interactive webinar will explore a range of strategies advisers can assist SMSF members with including: Key strategies to leverage at the time of… [Listen](https://traffic.libsyn.com/secure/viewlegal/104_-_Securing_succession_of_SMSFs_as_part_of_an_estate_plan.mp3?dest-id=274214) ## [#103 - Trust Distribution Disasters ... & how to avoid them](https://viewlegal.libsyn.com/103-trust-distribution-disasters-how-to-avoid-them) _2025-09-21 · ViewLegal Podcast_ On a year on year basis, with discretionary trusts, there is arguably no more important issue than how distribution resolutions are crafted. Best practice dictates that investment be made in the approaches to be adopted well before the end of any financial year . True to this mantra, this case study focused webinar will explore a range of key themes relevant to all trust advisers, including:… [Listen](https://traffic.libsyn.com/secure/viewlegal/103_-_Trust_Distribution_Disasters_and_how_to_avoid_them.mp3?dest-id=274214) ## [#102 - Taxation of Testamentary Trusts - Summarised, Simplified and Synthesised](https://viewlegal.libsyn.com/102-taxation-of-testamentary-trusts-summarised-simplified-and-synthesised) _2025-08-22 · ViewLegal Podcast_ Ongoing changes to Australia's tax and regulatory framework have had an enormous impact on virtually all estate planning strategies. Arguably the key risk however for customers and advisers alike is failing to manage the fundamental issues in relation to the structure and taxation of testamentary trusts. This session will use liberal story sharing to provide advisers with critical insights into… [Listen](https://traffic.libsyn.com/secure/viewlegal/102_-_Taxation_of_Testamentary_Trusts__Summarised_Simplified_and_Synthesised.mp3?dest-id=274214) ## [AI QA that opens fix PRs (Sponsored)](https://crawlproof.com/a/KPBUs0znvCdX) _2025-08-22 · **Sponsored**_ Run a browser QA from plain-English instructions; get GitHub issues and optional fix PRs. ## [#101 - Perfecting Pricing Principles](https://viewlegal.libsyn.com/101-perfecting-pricing-principles) _2025-07-28 · ViewLegal Podcast_ Many observers are predicting that the impending changes to the professional services industries will be unprecedented. A 'perfect storm' across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty will be change. The key question for every professional is – what do we do? The perennial questions for many are centred around how to charge for the services… [Listen](https://traffic.libsyn.com/secure/viewlegal/101_-_Perfecting_Pricing_Principles.mp3?dest-id=274214) ## [#100 - Lost Trust Deeds](https://viewlegal.libsyn.com/100-lost-trust-deeds) _2025-06-14 · ViewLegal Podcast_ This webinar explores one of the most problematic issues faced by any trustee and their adviser – a lost trust deed. Without a fully executed, 'wet ink' trust deed there can be disastrous tax, stamp duty and administration issues that arise. This session will provide practical recommendations for addressing all key issues that arise with lost deeds, including: 1. Where to look, who to contact and… [Listen](https://traffic.libsyn.com/secure/viewlegal/100_-_Lost_Trust_Deeds.mp3?dest-id=274214) ## [#99 - The Gift & Loan Back Strategy: A Master Class](https://viewlegal.libsyn.com/99-the-gift-loan-back-strategy-a-master-class) _2025-05-29 · ViewLegal Podcast_ View's April 2025 webinar (Asset protection planning; without paying tax and duty – what's the latest) was one of the most popular in recent history. Many specialist advisers posed many thoughtful questions focused on the Gift & Loan Back strategy, that timing did not allow for exploring. Those questions – and many others – will now be answered in a special bonus webinar. While attendance at the… [Listen](https://traffic.libsyn.com/secure/viewlegal/99_-The_Gift__Loan_Back_Strategy_A_Master_Class.mp3?dest-id=274214) ## [#98 -Trust Horror Stories … the 9th Edition](https://viewlegal.libsyn.com/98-trust-horror-stories-the-9th-edition) _2025-05-16 · ViewLegal Podcast_ Many specialist advisers have business plans that consist of one word - 'trusts'. A significant reason for this is the myriad of seemingly never ending problems with trust deeds. In the lead up to another 30 June, this webinar will explore numerous trust 'horror' stories that View has helped resolve – all shared with the aim of helping avoid similar problems arising in the future. Every year since… [Listen](https://traffic.libsyn.com/secure/viewlegal/98_-_Trust_Horror_Stories_the_9th_Edition.mp3?dest-id=274214) ## [#97 - Asset protection planning; without paying tax and duty – what's the latest](https://viewlegal.libsyn.com/97-asset-protection-planning-without-paying-tax-and-duty-whats-the-latest) _2025-04-21 · ViewLegal Podcast_ Asset protection strategies continue to be a key issue for advisers and their customers. Simplistically, asset protection can be as basic as moving assets out of the personal name of at risk individuals – an approach that can always deliver results; as long as tax and duty consequences are ignored. Traditionally gift and loan back arrangements have been the go-to strategy in all asset protection… [Listen](https://traffic.libsyn.com/secure/viewlegal/97_-_Asset_protection_planning_without_paying_tax_and_duty.mp3?dest-id=274214) ## [#96 - Adviser Facilitated Estate Planning: & the Story Behind the Seven Steps to Success](https://viewlegal.libsyn.com/96-adviser-facilitated-estate-planning-the-story-behind-the-seven-steps-to-success) _2025-03-13 · ViewLegal Podcast_ Holistic estate plan has been in recent times, a key part of the value proposition for many financial advisers, accountants and risk advisers. Why? Our view (no pun intended) is that adviser facilitated estate planning is one of the very few areas of the law where advisers and clients can work collaboratively and constructively with the specialist lawyer. View's web-based estate planning platform… [Listen](https://traffic.libsyn.com/secure/viewlegal/96_-_Adviser_Facilitated_Estate_Planning_and_the_Story_Behind_the_Seven_Steps_to_Success.mp3?dest-id=274214) ## [#95 - Estate planning in 2025 Where are we at?](https://viewlegal.libsyn.com/95-estate-planning-in-2025-where-are-we-at) _2025-02-14 · ViewLegal Podcast_ The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will leverage story telling to explore all key recent developments in holistic estate planning, including: key estate planning related court decisions taxation and stamp duty changes impacting on estate planning the impact of key legislation changes latest examples of the… [Listen](https://traffic.libsyn.com/secure/viewlegal/95_-_Estate_Planning_2025.mp3?dest-id=274214) ## [#94 - 2024 The Year in ReView](https://viewlegal.libsyn.com/94-the-year-in-review) _2024-11-14 · ViewLegal Podcast_ At least once a week throughout the course of 2024, Matthew Burgess has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and observations. In this special event, Matthew reviews the highs and lows from 2024 in what will be a fast paced, thought-provoking and at times likely controversial one hour webinar. Best of all, the… [Listen](https://traffic.libsyn.com/secure/viewlegal/94_-_The_Year_in_ReView.mp3?dest-id=274214) ## [#93 - Family Constitutions (AKA the strength of a family, lies in its loyalty to each other)](https://viewlegal.libsyn.com/93-family-constitutions-aka-the-strength-of-a-family-lies-in-its-loyalty-to-each-other) _2024-10-17 · ViewLegal Podcast_ As (infamously) confirmed by The Godfather, the success and the strength of a family, lies in its loyalty to each other. Historically a tool almost exclusively leveraged by high net wealth families, increasingly family constitutions are being used as an approach to help manage wealth across generations. There are however significant risks with family constitutions that all advisers in the holistic… [Listen](https://traffic.libsyn.com/secure/viewlegal/93_-_Family_Constitutions_-_AKA_the_strength_of_a_family_lies_in_its_loyalty_to_each_other.mp3?dest-id=274214) ## [Open directory of blogs for agents (Sponsored)](https://crawlproof.com/a/pHKY8CCfdMEh) _2024-10-17 · **Sponsored**_ Submit URLs or OPML; receive feed pages with summaries, plus JSON/OPML/plain text ## [#92 - Key Estate Planning Lessons from Ultra High Net Wealth Families](https://viewlegal.libsyn.com/92-key-estate-planning-lessons-from-ultra-high-net-wealth-families) _2024-09-13 · ViewLegal Podcast_ Perhaps because the risks are so material, fails in ultra high net wealth holistic estate plans continue to captivate advisers and the public alike. Behind the headlines however, the underlying legal and commercial principles are often extremely instructive for all advisers, regardless of the 'source' being estates valued multiple times more than may generally be the case. This webinar will… [Listen](https://traffic.libsyn.com/secure/viewlegal/92_-__Key_Estate_Planning_Lessons_from_Ultra_High_Net_Wealth_Families.mp3?dest-id=274214)