Join John Skabelund in the final episode of this three part series where he discusses the power of life insurance as a sustainable, compounding investment tool with his guest, founder of MPI Unlimited, Curtis Ray.

In 2014, Curtis entered the world of retirement planning and insurance, where he quickly noticed that traditional investment strategies—such as 401(k)s, IRAs, real estate, and conventional insurance—were often falling short of delivering the retirement outcomes people had hoped for or expected. To provide solutions to hard-working Americans seeking a great retirement, Curtis invented and developed the MPI® Strategy, bringing simplicity to financial education to Achieve, Protect, Grow, and Accelerate the power of Compound Interest.

In this episode, explore various life insurance policies that allow for wealth building and asset protection, how to balance growth and risk, and the potential for tax-free income in retirement.

SHOW NOTES:

00:00 - Intro.

08:46 - Understanding Life Insurance: Types, Benefits, and Which is Best to Invest.

18:05 - Balancing Growth, Security, and Risk in Life Insurance.

22:13 - Understanding Family Banking & Self-Collateralized Loans.

26:52 - Are You An Ideal Candidate for Life Insurance?

29:37 - Building Generational Wealth through Family Trusts.

31:59 - Access Life Insurance Money for Your Retirement Needs.

37:18 - Policy Limitations.

40:12 - Closing Statements.

Follow John Skabelund:

Websites: https://skabelund.com/, https://ultimateassetprotection.com/

Follow Curtis Ray:

Website: www.compoundinterest.com/

DISCLAIMER:

This content is legal information only and not legal advice. Listening or viewing this content does not create an attorney client relationship. Mr. Skabelund is admitted to practice law in Arizona, and he may be reached at UltimateAssetProtection.com.

Join John Skabelund in the second episode of this three part series as he discusses the benefits of approaching life insurance as a savings strategy and which common mistakes to avoid with his guest, founder and CEO of Factum, Kyle Fuller.

Kyle Fuller started in life insurance in 2013 and has been practicing Infinite Banking since the following year. Kyle is passionate about empowering his clients through education about money. He believes that life includes 5 circles: Spiritual, Personal, Family, Financial and Occupation and the purpose of winning financially is to fund your missions and ambitions in the other circles of life.

In this episode, explore resources to begin Infinite Banking with your own family, how life insurance is more than simply an investment strategy, and discover the growth potential that exists in this particular asset.

SHOW NOTES:

00:00 - Intro.

04:34 - Family vs. Infinite Banking.

05:47 - Savings Strategy: How Life Insurance Is More Than An Investment.

09:10 - Power of a Family Office: Keeping Your Assets Perpetuated, Protected, and Growing.

12:45 - Is Life Insurance a Safer Investment than Precious Metals? Real Estate?

15:25 - Which Policies Have No Risk? Growth Potential?

21:45 - Tax Savings & Advantages of Life Insurance.

23:15 - A Deeper Dive into Family Banking.

28:02 - Steps to Access Your Life Insurance Funds.

34:00 - Concerns & Risks About Age & Eligibility.

40:00 - Understanding "Tough Money."

42:50 - Closing Statements.

Follow John Skabelund:

Websites: https://skabelund.com/, https://ultimateassetprotection.com/

DISCLAIMER:

This content is legal information only and not legal advice. Listening or viewing this content does not create an attorney client relationship. Mr. Skabelund is admitted to practice law in Arizona, and he may be reached at UltimateAssetProtection.com.

Join John Skabelund in this three part series as he discusses how life insurance provides unique asset protection benefits, as well as its advantages and disadvantages.

John is an experienced and nationally recognized attorney with extensive experience protecting client's assets throughout the United States. John Skabelund has adeptly protected a diverse range of clients' estates, ranging from $500,000 to over $100 million. His clientele spans real estate investors, business owners, executives, and professionals in various fields, including medicine, law, sports, and technology. John skillfully creates comprehensive estate plans tailored to each client's unique needs, ensuring their legacy can be preserved for generations. He also has represented clients in the buying and selling of businesses across a multitude of industries.

In this episode, explore term vs. cash value life insurance, state-level asset protection benefits, and strategic use in estate tax planning to preserve generational wealth.

SHOW NOTES:

00:00 - Intro.

02:00 - The Big Picture: What Is Life Insurance?

05:48 - Unique Protections Afforded to Each State's Statutes.

08:46 - Benefits of Cash Value Policies.

12:09 - Benefits of ILIT: An Irrevocable Life Insurance Trust.

14:23 - Estate Tax Exposure.

16:42 - Risk of Overextending Yourself.

18:25 - Closing Statements.

Follow John Skabelund:

Websites: https://skabelund.com/, https://ultimateassetprotection.com/

DISCLAIMER:

This content is legal information only and not legal advice. Listening or viewing this content does not create an attorney client relationship. Mr. Skabelund is admitted to practice law in Arizona, and he may be reached at UltimateAssetProtection.com.

Join John Skabelund as he discusses how both realtors and real estate professionals can maximize their tax benefits by avoiding these common mistakes with his guest, co-founder of Alchemy of Money, Brandon Green.

Alchemy of Money was founded by Brandon Green, a respected leader with a long career in real estate, and Shane Feldman, a celebrated entrepreneur known for building high-performing organizations around the world. Together, they saw a gap no one was addressing and created a tech-enabled financial services company that blends expert bookkeeping, tailored tax strategy, and modern systems with the lived experience of founders who truly understand the industry.

What began as a solution for their own ecosystem has evolved into a trusted partner for hundreds of real estate professionals across the country.

In this episode, they explore the unique challenges faced by realtors, the importance of bookkeeping, and the need for specialized tax strategies.

SHOW NOTES:

00:00 - Intro.

04:29 - Unique Tax Challenges for Real Estate Professionals.

10:38 - Disrupting Traditional Accounting Practices.

12:53 - The Importance of Specialization in Tax Strategy.

13:42 - Tools and Strategies for Real Estate Professionals.

18:00 - Common Mistakes in Tax Strategies.

22:30 - The Importance of Bookkeeping.

25:51 - Current Changes in Tax Law.

28:57 - Closing Statements.

Follow John Skabelund:

Websites: https://skabelund.com/, https://ultimateassetprotection.com/

Follow Brandon Green:

Website: www.alchemyofmoney.co

DISCLAIMER:

This content is legal information only and not legal advice. Listening or viewing this content does not create an attorney client relationship. Mr. Skabelund is admitted to practice law in Arizona, and he may be reached at UltimateAssetProtection.com.

Join John Skabelund as he discusses the critical role of bookkeeping in asset protection and tax strategy with his guest, Bryan Nelson.

Bryan Nelson is a Senior Accounting Advisor and Enrolled Agent with over 20 years of experience working in accounting firms. He and his family run a virtual bookkeeping firm, Real Accounting, which is dedicated to helping small businesses gain clarity and control over their finances.

In this episode, they explore various bookkeeping systems, the importance of hiring a professional bookkeeper, and how to evaluate potential bookkeepers. The conversation emphasizes the need for accurate financial records to ensure compliance and maximize tax deductions, as well as the collaborative relationship between bookkeepers and tax preparers. Bryan shares insights on onboarding a bookkeeper and the benefits of maintaining well-organized financial records.

SHOW NOTES:

00:00 - Introduction to Asset Protection and Bookkeeping.

03:51 - Understanding Bookkeeping and Its Importance.

06:43 - Choosing the Right Bookkeeping System.

08:58 - When to Hire a Professional Bookkeeper.

10:02 - Evaluating Bookkeepers: Finding the Right Fit.

12:54 - The Role of Bookkeepers in Tax Preparation.

19:50 - Onboarding a Bookkeeper: What to Expect.

22:30 - Final Thoughts on Bookkeeping and Asset Protection.

24:27 - Closing Statements.

Follow Bryan Nelson:

Website: https://realaccountingteam.com/

Follow John Skabelund:

Websites: https://skabelund.com/, https://ultimateassetprotection.com/

DISCLAIMER:

This content is legal information only and not legal advice. Listening or viewing this content does not create an attorney client relationship. Mr. Skabelund is admitted to practice law in Arizona, and he may be reached at UltimateAssetProtection.com.

Join John Skabelund as he explores the combination of private planes and asset protection, its many tax benefits and the trend of fractional ownership with aviation tax compliance specialist, Daniel Cheung. In this episode, learn everything from the most common mistakes, tax advantages from the Big Beautiful Bill, to financing and filing deadlines.

Daniel Cheung is the principal and co-founder of Aviation Tax Consultants, LLC. He is a certified public accountant who specializes in aviation tax compliance matters.

John Skabelund is an experienced and nationally recognized attorney with extensive experience protecting client's assets throughout the United States. His clientele spans real estate investors, business owners, executives, and professionals in various fields, including medicine, law, sports, and technology. John skillfully creates comprehensive estate plans tailored to each client's unique needs, ensuring their legacy can be preserved for generations. He also has represented clients in the buying and selling of businesses across a multitude of industries.

SHOW NOTES:

00:00 - Intro.

02:08 - Nature of Depreciating Your Plane & Its Higher Risk of Audits.

05:43 - Tax Advantages of Purchasing an Aircraft via The Big Beautiful Bill.

08:10 - Sales Tax.

11:56 - Timing is Critical: Filing Deadlines, Inspections, Closing.

14:05 - Financing & Deductible Expenses.

18:25 - Property Tax Rules & Interstate Transactions.

22:06 - How to Shield Yourself from Audits.

26:09 - Factional Ownership Per Entity & Hobby Loss Rules.

29:38 - Tax Implications of New vs. Used.

30:15 - Examples of Common Bonus & Tax Savings.

33:10 - Common Mistakes That Will Cost You.

35:45 - Overseas Travel.

37:08 - 1031 Exchange & Tax Deferral.

38:53 - Closing Statements.

For more information:

Websites: https://skabelund.com/, https://ultimateassetprotection.com/

DISCLAIMER:

This content is legal information only and not legal advice. Listening or viewing this content does not create an attorney client relationship. Mr. Skabelund is admitted to practice law in Arizona, and he may be reached at UltimateAssetProtection.com.