Category Archives: Asset Protection

Episode 17- Drew Clayton and Worth Graham on Investment Scams.

Episode 17- Special Guests Drew Clayton, Esq. and Worth Graham, Esq. share stories of investment scams and how to avoid them.  November 13, 2017.

IMG_2095
Worth Graham, Esq. (L) and Drew Clayton, Esq. (R)

In this episode, my special guests, Drew Clayton, Esq. and Worth Graham, Esq. of the law firm of Icard Merrill, share stories of investment scams that have cost retirees their life savings due to

misplaced trust and failure to conduct proper due diligence.  As they explain, it doesn’t matter how smart a person is, they can be subject to financial scams based upon misplaced trust and investing money in areas they are unfamiliar with for investing their hard earned money.

Also, I will share with you mare statistics from the Federal Reserve that demonstrate why Money Matters was created to help you break out of the credit card debt cycle which continues to get worse and reach record numbers.

Please follow and like us:

Episode 12- Special Guest Jordan “Jordie” Riccardi, Esq. talks about how to protect your personal assets from business debts.

Episode 12- Special Guest Jordan “Jordie” Riccardi, Esq. talks about how to protect your personal assets from business debts by forming a corporation or LLC- October 9, 2017.

In this episode, my special guest Jordan Riccardi, Esq. talks about

Jordan Riccardi, Esq.
Jordan Riccardi, Esq.

why just forming a corporation online is not enough to protect your assets.  You must follow proper procedures to insure you maintain the protections intended by fomring a corporation.  I alos share with you how I literally saved thousands of dollars on car insurance.

 

Special thanks to our sponsors.  Please click on their icons for more information.
Logo as of 08-24-17
Ron Olsen and Brenda Lynch in Punta Gorda Phone: (941)639-0888
MIKE MARTIN IN PUNTA GORDA
MIKE MARTIN in Punta Gorda 941-505-2550
IM
Offices in Port Charlotte, Sarasota, Lakewood Ranch and Ft. Myers 941-206-3700
ce5edc_dac979f460d44d8e9aa72bc54940011b~mv2_d_2840_2190_s_2
941-225-4663
Please follow and like us: