California Wealth Warriors - Mastering Protection & Prosperity in the Golden State
Raymond Olmo
9 episodes
3 months ago
The California Wealth Warriors Podcast features host Raymond Olmo, CEO of TRUST-CFO, the leader in California Private Retirement Plans, and lifelong California resident.
Many successful Californians feel trapped and forced to leave the state because they seemingly have no escape from the storm of taxes and plague of lawsuits. But we believe they are forgoing their right to stay simply because they don’t have the proper resources to solve these issues.
Feeding off of the exclusivity of California Private Retirement Plans and our extensive network of professional alliance partners, we’ve forged this project to serve as an amalgamation of critical mass knowledge that empowers and educates business owners and entrepreneurs on how to not only survive but thrive in our great state.
Ray and his team, along with a stellar lineup of guest advisors and committed clients deliver their acumen on concepts, strategies, and technical resources to confront and combat the greatest pain points of business litigation, personal lawsuits, excessive taxation, and other erosive risks, including inflation. Tune in now as we tackle and conquer the intricacies of wealth preservation as a Californian.
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The California Wealth Warriors Podcast features host Raymond Olmo, CEO of TRUST-CFO, the leader in California Private Retirement Plans, and lifelong California resident.
Many successful Californians feel trapped and forced to leave the state because they seemingly have no escape from the storm of taxes and plague of lawsuits. But we believe they are forgoing their right to stay simply because they don’t have the proper resources to solve these issues.
Feeding off of the exclusivity of California Private Retirement Plans and our extensive network of professional alliance partners, we’ve forged this project to serve as an amalgamation of critical mass knowledge that empowers and educates business owners and entrepreneurs on how to not only survive but thrive in our great state.
Ray and his team, along with a stellar lineup of guest advisors and committed clients deliver their acumen on concepts, strategies, and technical resources to confront and combat the greatest pain points of business litigation, personal lawsuits, excessive taxation, and other erosive risks, including inflation. Tune in now as we tackle and conquer the intricacies of wealth preservation as a Californian.
What if you could turn California’s real estate challenges into profitable opportunities? Explore the lucrative world of California real estate with the California Wealth Warriors podcast! This episode, hosted by Ray Olmo, features Javier Vande Steeg, the accomplished CEO of Asset Preservation Inc. Together they explore the dynamic strategies and hidden opportunities within 1031 exchanges, … Read More Read More
Is your estate plan California-proof? Join Ray Olmo and James Cunningham of Cunningham Legal on California Wealth Warriors as they dive into the intricacies of California estate planning, equipping you with the knowledge you need to protect your assets and legacy! Together they dive into critical topics like property taxes and the impact of Propositions … Read More Read More
Do you know the secrets to flourishing financially in California’s complex economy? Join us for the latest episode of California Wealth Warriors as host Ray Olmo, a devout advocate for wealth preservation, takes you on a deep dive into effective wealth management strategies for business owners and high-net-worth individuals in California. Joined by tax professional … Read More Read More
What do California’s wealthy know about retirement planning that you don’t? Ready to find out? Dive into the specialized world of retirement planning for California’s high net worth individuals and business owners in this episode of the California Wealth Warriors Podcast. Host Ray Olmo is joined by Phil Koehler, a seasoned professional in retirement plans … Read More Read More
Want to learn how top investors in California keep and increase their wealth? Tune into the California Wealth Warriors Podcast with host Ray Olmo and asset protection maestro Jeffrey Verdon. They’re ready to share key strategies and resources for managing wealth in California. This episode is perfect for anyone in California looking to safeguard their … Read More Read More
How do you protect and grow your wealth in California? Ray Olmo, the voice of the California Wealth Warrior Podcast, teams up with tax expert Ed Cotney from Olympus Tax to unveil the secrets of wealth management in California. Together they dive into the intricate relationship between business entities, trusts, and effective tax planning, offering … Read More Read More
Do your assets have iron-clad protection? Let’s unravel the intricacies of asset protection and tax planning in the Golden State with Ray Olmo. In this sophomore episode, Ray emphasizes the importance of proactive financial planning, especially for business owners, entrepreneurs, and real estate investors, highlighting the need for early and strategic actions. Key Highlights: Explore … Read More Read More
Are you prepared to navigate California’s financial challenges? Discover the ‘California Wealth Warriors’ podcast with host Ray Olmo, where secrets of mastering California’s financial landscape await you. Leading by example, Ray Olmo unveils his journey, intertwining personal tales and deep-rooted connections to California’s rich agricultural and viticulture heritage. Dig into the untold stories of a … Read More Read More
The California Wealth Warriors Podcast features host Raymond Olmo, CEO of TRUST-CFO, the leader in California Private Retirement Plans, and lifelong California resident. Many successful Californians feel trapped and forced to leave the state because they seemingly have no escape from the storm of taxes and plague of lawsuits. But we believe they are forgoing … Read More Read More
California Wealth Warriors - Mastering Protection & Prosperity in the Golden State
The California Wealth Warriors Podcast features host Raymond Olmo, CEO of TRUST-CFO, the leader in California Private Retirement Plans, and lifelong California resident.
Many successful Californians feel trapped and forced to leave the state because they seemingly have no escape from the storm of taxes and plague of lawsuits. But we believe they are forgoing their right to stay simply because they don’t have the proper resources to solve these issues.
Feeding off of the exclusivity of California Private Retirement Plans and our extensive network of professional alliance partners, we’ve forged this project to serve as an amalgamation of critical mass knowledge that empowers and educates business owners and entrepreneurs on how to not only survive but thrive in our great state.
Ray and his team, along with a stellar lineup of guest advisors and committed clients deliver their acumen on concepts, strategies, and technical resources to confront and combat the greatest pain points of business litigation, personal lawsuits, excessive taxation, and other erosive risks, including inflation. Tune in now as we tackle and conquer the intricacies of wealth preservation as a Californian.
