エピソード

  • Multifamily Investing is I.D.E.A.L.
    2022/03/07

    Joe discusses one of his favorite investing opportunities after many requests on asset protection when it comes to investing. Multifamily Investing is "I.D.E.A.L." a commonly used acronym used by Multifamily Investing Experts.

    I. Ideal
    D. Depreciation
    E. Equity
    A. Appreciation
    L. Leverage

    The upcoming episodes will dig deep into the meaning behind the "I.D.E.A.L." acronym.
    Click Here to schedule a 15 min. call with Joe to discuss multifamily investing.

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    23 分
  • Insurance the Foundation of Asset Protection
    2021/12/17

    In this episode, Joe Barkate brings on a guest speaker Kim Butler. Kim, who has seen many facets of the financial industry, now helps clients build long-term, sustainable wealth using whole life insurance.  Kim discusses the asset protection laws around whole life insurance and its benefits for her clients. In this episode, Joe talks about the importance of life insurance regarding asset protection.

    Click here to find out more information on Kim and her services.
    Click here to connect with Kim on LinkedIn.

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    20 分
  • Estate Planning: Will vs. Trust
    2021/11/29

    In this episode of "Cover Your ASSets," Joe covers the importance of estate planning. The first thing you need to understand in estate planning is the difference between a will and a trust and when/why each is necessary. Listen to this episode to find out more. 

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    22 分
  • Fundamentals of Asset Protection
    2021/11/11

    We are delighted to bring you the first episode of "Cover Your ASSets." 

    In this episode, you meet your host Joe Barkate and uncover his background and credibility on asset protection. He goes into detail about the key benefits of the podcast and what the listeners might gain from listening now and in the future. 

    Joe discusses the three fundamentals of asset protection: Listen to find out more!

    1.  Being Legal and Lawful
    2. Put Asset Protection Strategies in Place Before Needing Them
    3.  Learn The Asset Protection Strategies for Your Jurisdiction 
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    27 分