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I Wish Somebody Told Me

I Wish Somebody Told Me

Yazan: Jason Malone
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A lot of times as business owners, nobody sat us down and explained how to protect what we build. No one in our family talked about trusts, wills, probate, or what happens to everything we worked for when we are gone. Most of us figured it out too late. Our families paid the price because we never figured it out at all. I Wish Somebody Told Me is the show that fills that gap. Visit shadrachco.com to build your financial strategy and take the first step toward protecting everything you have built.

Every episode breaks down estate planning, asset protection, and wealth transfer in plain language. No jargon. No gatekeeping. No assumptions that you already know how this works. Because most of us were never taught. If you own a home, run a business, have children, or have anything worth protecting this show is for you. Topics we cover: how to avoid probate, the difference between a will and a trust, how to fund a trust properly, protecting your business for the next generation, estate planning for blended families, how to transfer wealth without court involvement, and the mistakes that cost families everything they built.

Hosted by Jason Malone, founder of Shadrach & Co. Licensed estate planning advisor with a background in institutional finance and Wall Street. Jason built this practice specifically to give our community access to the same level of planning that wealthy families have used for generations. New episodes every two weeks. Subscribe so you never miss one. This podcast is for informational purposes only and does not constitute legal or tax advice.Shadrach & Co Economics Leadership Management Management & Leadership Personal Finance
Bölümler
  • Why Lenders Say No (And It Is Not Your Business)

    Why Lenders Say No (And It Is Not Your Business)
    27 Aug 2026
    Last year six out of ten business owners asked a lender for money. Only four out of ten got everything they asked for. shadrachco.com Two out of ten got nothing at all. In almost every one of those noes, the money was there. What failed was the paperwork. Using Federal Reserve data from the 2025 Small Business Credit Survey, we break down what lenders actually see when your file hits their desk, why books built for your tax preparer work against you, and what the personal guarantee on your loan really puts at risk. Then we walk through a ninety day plan to get fundable. Five steps, no new sales required. If you have been declined, partly funded, or approved at a rate that made you sick, this one is for you. Book a 20 minute capital readiness call at shadrachco.com.
    Daha fazlasını göster Daha Az Göster
    9 dk.
  • Who Gets Your Money When You Die? The Beneficiary Mistake Most People Overlook

    Who Gets Your Money When You Die? The Beneficiary Mistake Most People Overlook
    20 Aug 2026
    You have a will. You may even have a living trust. But who is actually listed as the beneficiary on your 401(k), IRA, and life insurance? Learn more at fortitudefinancial.co

    In this episode of I Wish Somebody Told Me, host Jason Malone breaks down one of the most overlooked parts of estate and financial planning: beneficiary designations.

    We discuss why certain beneficiary designations can take priority over instructions in your will, the difference between primary and contingent beneficiaries, when you should review your accounts, and why major life events like marriage, divorce, children, and remarriage should trigger a beneficiary check.

    You'll also learn why retirement accounts, life insurance, trusts, and your overall estate plan need to work together instead of being treated as separate pieces.

    You worked hard to build your wealth. Make sure you have a plan for where it goes.

    Presented by Fortitude Financial.

    This podcast is for educational purposes only and should not be considered individualized legal, tax, or financial advice.
    Daha fazlasını göster Daha Az Göster
    13 dk.
  • Living Trusts 101: Protect Your Assets, Avoid Probate & Build Your Legacy

    Living Trusts 101: Protect Your Assets, Avoid Probate & Build Your Legacy
    19 Aug 2026
    🏡 You created a living trust…but did you FUND it? Signing the documents is only the beginning. At FortitudeFinancial.co you will find all you need to know about forming your trusts.

    A properly structured estate plan may include transferring or coordinating assets such as:
    🏠 Real estate
    💰 Bank & investment accounts
    🏢 Business interests
    📈 Retirement accounts and beneficiary designations
    🛡️ Life insurance policies

    The key is making sure your assets and beneficiary designations actually work together with your estate plan. A trust sitting in a binder isn't the goal. A properly coordinated plan is. Want to learn more about protecting what you've built and creating a legacy for your family?

    Schedule a consultation with Fortitude Financial.

    🔗 FortitudeFinancial.co
    #LivingTrust #EstatePlanning #RevocableLivingTrust
    Daha fazlasını göster Daha Az Göster
    12 dk.
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