#1106 7 Steps to Family Asset Protection

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The Jon Sanchez Show

Sanchez Gaunt Capital Mgmt

1000 episodes

2 days ago

Hosted by Jon Sanchez, Managing Partner at Sanchez Gaunt Capital Management, The Jon Sanchez Show offers thoughtful discussions on market developments, economic trends, and the factors shaping today’s investment landscape.
Grounded in fiduciary principles and industry experience, each episode explores timely financial topics with a focus on clarity, discipline, and long-term perspective. Jon is joined by market professionals and guest contributors for well-rounded commentary designed to inform and engage listeners across the financial spectrum.
This show is intended for those who seek a deeper understanding of financial markets without the noise—whether you're a seasoned investor or simply interested in how economic forces impact the world around you.
Follow to stay informed and engaged in today’s evolving financial environment.

All content for The Jon Sanchez Show is the property of Sanchez Gaunt Capital Mgmt and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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#1106 7 Steps to Family Asset Protection

The Jon Sanchez Show

36 minutes

3 weeks ago

#1106 7 Steps to Family Asset Protection

In this episode, Jon G. Sanchez and Jason Gaunt review the latest market activity and explore the ongoing confusion around market trends. The conversation focuses on why asset protection has become a crucial component of sound financial planning. Jon and Jason outline key strategies involving trusts, LLCs, beneficiary designations, and the homestead exemption—explaining how each can play a role in helping individuals reduce exposure to lawsuits and financial risks.

Listeners will gain valuable insight into practical ways to organize their financial structures, protect accumulated wealth, and prepare for changing market conditions. Whether you’re evaluating your current estate plan or exploring retirement planning options, this discussion offers a timely look at wealth management in Reno and beyond.

Chapters

00:00 Navigating the Corporate Meeting Landscape
00:56 Market Sentiment and Economic Indicators
05:09 The Importance of Asset Protection
14:08 Market Movements and Sector Performance
21:47 Shrinking Attention Spans in Media Consumption
24:18 Asset Protection Strategies for Families
29:44 Understanding Revocable Trusts
32:42 The Importance of Proper Titling and Beneficiary Designation
34:35 Exploring the Homestead Exemption
41:11 The Role of Umbrella Insurance

👉 Watch this episode on YouTube: www.youtube.com/@thejonsanchezshow
👉 To learn more about retirement planning and wealth management in Reno, visit: sanchezgaunt.com

Compliance Disclosure: This program is for informational purposes only and should not be considered investment, tax, or legal advice. The views expressed are those of the participants and may not reflect the views of Sanchez Gaunt Capital Management. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Always consult with a qualified financial professional regarding your individual situation before making financial decisions.