The Keenan Roberts Advantage podcast

#Keenan Roberts #Business #Podcasting Education

26:46

For many travelers, Antarctica is a bucket-list destination, a once-in-a-lifetime opportunity to touch all seven continents. In 2023, a record-breaking 100,000 tourists made the trip. But the journey begs a fundamental question: What do we risk by traveling to a place that is supposed to be uninhabited by humans? And as the climate warms, should we really be going to Antarctica in the first place? SHOW NOTES: Kara Weller: The Impossible Dilemma of a Polar Guide Marilyn Raphael: A twenty-first century structural change in Antarctica’s sea ice system Karl Watson: First Time in Antarctica Jeb Brooks : 7 Days in Antarctica (Journey to the South Pole) Metallica - Freeze 'Em All: Live in Antarctica Learn about your ad choices: dovetail.prx.org/ad-choices…

The Keenan Roberts Advantage

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Welcome to The Keenan Roberts Advantage, where we discuss how families and business owners tactically grow and preserve wealth for generations to come. There's a right way and a wrong way to protect your business, grow wealth and transfer it. But most people only learn the hard way when it's too late. The advantage you get here is learning the strategies used by the wealthy, by top business owners, and by those who don't just make money, but know how to keep it. I'm here to break down these strategies in a way that's clear. actionable and most importantly something you can actually use. I am not a CPA, attorney, or financial advisor. The information in this podcast is for educational and informational purposes only and should not be taken as legal, tax, or financial advice. Always do your own research and consult with a qualified professional before making any financial or legal decisions

5 эпизода

The Keenan Roberts Advantage

updated 19 дней назад

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5 эпизода

#Keenan Roberts #Business #Podcasting Education

सभी एपिसोड

1
How to Structure a Trust for Life Insurance the Right Way 14:32

19 дней назад14:32

14:32

Most people think life insurance is just a death benefit. But in this episode, we flip the script. Kenan Roberts dives into how to use life insurance and trusts together to protect your wealth, preserve control, and create strategic liquidity —without triggering estate taxes, probate, or financial chaos. Learn why the traditional Irrevocable Life Insurance Trust (ILIT) structure may not serve your best interests, and discover how to maintain control without being the grantor . You’ll hear: The two ways trusts and life insurance work together How to create tax-efficient liquidity inside a trust What most estate planners get wrong about ILITs Why control without ownership is the ultimate strategy How to avoid leaving your heirs a mess instead of a mission This episode is for wealth builders, business owners, and legacy-minded families who want more than just protection—they want power, privacy, and generational continuity.…

1
How a Simple Will Could Cost Your Family Everything 12:48

5 weeks назад12:48

12:48

🎙️ Episode Title: How a Simple Will Could Cost Your Family Everything 📌 Description: Think a will is enough to protect your family and assets? Think again. In this powerful episode of The Keenan Roberts Advantage , Keenan breaks down why relying on a will alone could leave your loved ones vulnerable to probate delays, unexpected legal costs, public exposure, and even identity theft . Discover how a properly structured trust can help you avoid court, preserve your privacy, and pass on wealth the smart way. ✅ Learn the real cost of probate ✅ Understand the limitations of wills ✅ Discover how trusts provide privacy, control, and protection ✅ Why incapacity planning matters more than you think ✅ How to set up your legacy with clarity—not chaos If you're serious about protecting your family's future, this is an episode you can’t afford to skip. 🔔 Don’t forget to like, subscribe, and share with someone who needs this!…

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How to Protect Your Business & Family Wealth in 2025 11:18

6 weeks назад11:18

11:18

In 2025, asset protection isn’t optional—it’s a necessity. Lawsuits, estate taxes, and IRS audits are increasing, and business owners who don’t plan ahead risk losing everything. In this episode of The Keenan Roberts Advantage , we break down the top risks you need to know and the best strategies to safeguard your wealth. 🔹 Lawsuits & Liability: Why 90% of small businesses will face a lawsuit 🔹 Estate Taxes & IRS Crackdowns: How the 2026 tax changes could impact your business 🔹 LLC & Corporate Veil Risks: Why your personal assets may still be exposed 🔹 Irrevocable Trusts & Asset Protection Strategies: How to keep what you’ve built secure 🔹 The 2025 Business Owner’s Playbook: Step-by-step tactics to create an ironclad defense…

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How A Trust Strategy Can Keep Wealth in the Family for Generations 17:07

7 weeks назад17:07

17:07

Episode 2: How A Trust Strategy Can Keep Wealth in the Family for Generations Most business owners think transferring wealth means selling assets to the next generation, but what if there was a smarter way? In this episode of The Keenan Roberts Advantage , I break down how the wealthy structure their trusts to keep wealth in the family for generations —without triggering taxes, exposing assets to creditors, or dealing with unnecessary government red tape. I also share my personal journey—Plus, I answer a listener’s question on Domestic Asset Protection Trusts and why they might not be the best solution. I also introduce you to one of the most powerful succession planning strategies — The Trustee Transfer . This is how billionaires like the Rockefellers have protected their assets for over a century. If you’re a business owner, investor, or anyone serious about keeping wealth in the family, this episode is a must-listen . 🔹 Key Topics Covered: ✅ The truth about LLCs, trusts, and real asset protection ✅ Why selling a business to your kids could be a costly mistake ✅ The Trustee Transfer Strategy—how to pass down control without losing wealth ✅ How billionaires use trusts to protect their legacies for generations ✅ Why Domestic Asset Protection Trusts might not be the best choice…

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Why Every Business Owner Needs a Trust (And How to Set It Up the Right Way) 16:11

8 weeks назад16:11