Episode Details
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Description
Upcoming & Ongoing Events
Friday, April 18th, 2025 at 6:30 pm - Reservations Available
Fixed Cost Real Estate - The No Commission Listing Agent Process
Casual Cocktail Conversation at the Stonewater Club
In-Person – Reservations Required – Text or Call 352-612-1000
“or” use the Contact Form: https://truesdellwealth.com/events/rsvp
https://truesdellwealth.com/events
Meet the founder of Fixed Cost Investing™ and Fixed Cost Real Estate Agent Compensation. Paul Truesdell pioneered procedural estate document preparation, investing, and real estate agent compensation. Why pay more because you have more, or receive less because you have less? Combining Old School with NEw School
for a ONE School approach that works.
Friday, May 16th, 2025 at 6:30 pm - Reservations Available
Essential Florida Estate Documents
Casual Cocktail Conversation at the Stonewater Club
In-Person – Reservations Required – Text or Call 352-612-1000
“or” use the Contact Form: https://truesdellwealth.com/events/rsvp
https://truesdellwealth.com/events
The Living Trust, Irrevocable, Charitable, Pet, and Special Needs Trusts, Basic and Pour-Over Will, Durable Power of Attorney, Health Care Power, The Truesdell Living Will, The DNR, Probate, Trust Administration, Asset Protection, Medicaid Avoidance, Pre-Need Guardian, and more. Over 50,000 have attended since 1986.
Tunnel to Towers Benefit Concert
The Truesdell Companies was the primary sponsor of the Eirinn Abu benefit concert for Tunnel to Towers, which was held on February 28th at the Circle Square arena in Ocala, Florida.
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Podcast Personality
Paul Grant Truesdell | Founder & CEO
J.D., AIF, CLU, ChFC, RFC
The Truesdell Companies
The Truesdell Professional Building
200 NW 52nd Avenue
Ocala, Florida 34482
212-433-2525 - Switchboard
paul@truesdell.net - General Email
Websites
truesdellwealth.com
Truesdell.net
PaulTruesdell.com
youtube.com/@truesdellwealth
Find The Paul Truesdell Podcast also at:
Apple | https://podcasts.apple.com/us/podcast/the-paul-truesdell-podcast/id1586024560
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Rough Notes
0:00
In this episode of The Paul Truesdell podcast, I am going to talk a little bit about a personal project that I've been involved in for a couple years. I'll talk about all of the eclectic, discombobulated, gobbly, Gook terms, phrases and head scratching in something called the financial services industry. What do you say? We get started you are listening to the Paul Truesdell podcast sponsored by Truesdell wealth and the other Truesdell companies. Note, due to our extensive holdings and our clients always assume that we have a position in all companies discussed and that a conflict of interest exists. The information presented is provided for entertainment and informational purposes only. Truesdell wealth is a registered investment advisor.
0:52
Let's start with the Absolute Truth, and I'll begin with something that I've been doing over the past two years. You see, I've taken on a personal project. It's part business. It's just part personal. And I said to myself, if I was looking for someone to handle my finances, and I want to put myself in the shoes of someone who literally doesn't know what's going on, what would I see? I wanted to understand exactly well how financial professionals, advisors, agents, bankers, brokers, dealers, financial planners and every other cockamamie title out there actually present themselves. And let me make one thing perfectly clear from the start. If you're confused, you are not alone, and you shouldn't be embarrass