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The Art of Wealth Preservation: Strategies for Protecting and Growing Your Wealth
Podcast: Inspired Money (LS 44 · TOP 1% what is this?)
Episode: The Art of Wealth Preservation: Strategies for Protecting and Growing Your Wealth
Pub date: 2025-09-24
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Why You Can't Miss This Episode
Are you confident your wealth will stand the test of time? Or are you leaving your financial legacy vulnerable?
This episode of Inspired Money takes you beyond basic portfolio talk and into practical wealth preservation strategies, from smart investing and tax planning to estate protection and next-gen philanthropy.
With a powerhouse panel of financial experts, you'll learn real-world tactics to keep your money working for you, avoid costly mistakes, and build lasting financial resilience.
Whether you're growing a nest egg or planning your retirement, this episode delivers the tools to protect what you've built and create a legacy that lasts.
Meet the Expert PanelistsDana Anspach, CFP®, RMA®, is the founder and CEO of Sensible Money. She's dedicated her career to helping people create sustainable retirement income plans. She's the author of "Control Your Retirement Destiny" and "Social Security Sense." Dana's hands-on experience makes her a wealth of practical knowledge. https://www.sensiblemoney.com
Jacqueline Schadeck, CFP®, AWMA®, is a CERTIFIED FINANCIAL PLANNER™ professional, author, and speaker who helps individuals and families achieve financial clarity and build generational wealth. Inspired by her own family's experience with poor financial advice, she combines education, comprehensive planning, and community service to empower others toward long-term financial success. https://goldenws.com
Kemberley "Kemcents" Washington, CPA, is a tax expert, journalist, and former IRS agent with over 20 years of experience helping individuals and communities navigate taxes and personal finance. A frequent contributor to Forbes Advisor and national media outlets like Good Morning America 3 and Fox Business, she is also the author of several books, including The Ten Commandments to Financial Healing and It All Starts with a Budget. https://www.kemberley.com
Key Highlights1. Rethinking the 60/40 Portfolio Dana Anspach challenges the traditional portfolio model, highlighting the need for personalized risk management:
"It all comes down to being really clear on how you define risk… That's going to lead to different portfolio strategies that best protect against that risk."From alternatives to ETFs, understanding your personal timeline and goals is key to crafting a resilient investment plan.
2. Modern Estate Planning Matters Kemberley Washington emphasizes staying on top of tax law changes and setting up basic legal documents, wills, trusts, powers of attorney, before moving to advanced strategies like donor-advised funds. Jacqueline Schadeck warns:
"My fear is that everyone… is part of the 70% of Americans that don't actually have any estate documents in place."Estate planning isn't optio
Published on 3 months ago