The Trust Codex
Securing Your Legacy The Entrepreneurs guide to a Non-Grantor, Irrevocable, Discretionary Spendthrift Trust
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Narrated by:
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Virtual Voice
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By:
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Josh Nelson
This title uses virtual voice narration
About this listen
Learn how to leverage a specialized whole life policy to generate wealth for your estate—an essential strategy that has been kept hidden from the public by the affluent. Discover proven methods to minimize your tax liabilities while ensuring that your wealth is safely passed down to future generations.
Filled with practical examples and expert guidance, this book is an essential resource for anyone eager to navigate the complexities of asset protection and secure their family's financial legacy. Embark on this journey and take the first step toward mastering your wealth and safeguarding your legacy today!
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Money. Wealth. Life Insurance.
- How the Wealthy Use Life Insurance as a Tax-Free Personal Bank to Supercharge Their Savings
- By: Jake Thompson
- Narrated by: Alan Caudle
- Length: 1 hr and 27 mins
- Unabridged
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America's elite have been using cash value life insurance to stockpile wealth for centuries. Used correctly, it is better described as a personal bank on steroids, and a financial bunker for tough times. To be clear, this audiobook is not about the typical garbage peddled by most insurance agents. Rather, an alternative to the risky investment strategies taught by Wall Street. It details a highly efficient form of cash value life insurance designed to supercharge your savings and stockpile wealth.
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what the heck was this?
- By Gladys Torres on 10-20-16
By: Jake Thompson
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Tax-Free Wealth
- How to Build Massive Wealth by Permanently Lowering Your Taxes
- By: Tom Wheelwright CPA, Robert Kiyosaki - foreword
- Narrated by: Tom Wheelwright CPA
- Length: 8 hrs and 50 mins
- Unabridged
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Tax-Free Wealth: How to Build Massive Wealth by Permanently Lowering Your Taxes (Third Edition) by Tom Wheelwright® is a comprehensive guide that unveils strategic approaches to minimizing tax liabilities and accumulating significant wealth. As an acclaimed CPA and World-Renowned Expert on Tax, Wheelwright revisits and updates his groundbreaking work where readers are introduced to a wealth-building philosophy that revolves around using the tax code as a roadmap to building wealth in a way that makes taxes fun, easy, and understandable.
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All Fluff, Nothing actionable - skip this!!!
- By T. Anonymous on 08-03-24
By: Tom Wheelwright CPA, and others
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Investing in U.S. Financial History
- Understanding the Past to Forecast the Future
- By: Mark J. Higgins CFA CFP®
- Narrated by: Fred Sanders
- Length: 19 hrs and 31 mins
- Unabridged
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Most people rely only on their life experience to make investment decisions. This causes them to overlook cyclical forces that repeatedly reshape economies and markets. Investing in U.S. Financial History fills this void by recounting the comprehensive financial history of the United States of America. It begins with Alexander Hamilton’s financial programs in 1790 and ends with the Federal Reserve’s battle with inflation in 2023.
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Comprehensive and Thoughtful
- By Jordan on 11-25-24
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Family Trusts
- A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators
- By: Hartley Goldstone, James E. Hughes Jr., Keith Whitaker
- Narrated by: Tim Paige
- Length: 7 hrs and 13 mins
- Unabridged
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Marrying the practical and emotional aspects of family wealth, this book provides a hands-on primer that focuses on fostering positive relationships, and structuring the trust appropriately for the situation and the people involved. It tackles difficult topics with frank and honest discussion, from the first beneficiary meeting to working with addictions, and more. Written by a team of experts in family wealth, this information is becoming increasingly crucial to the successful execution of a trust.
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More about the psychology of family trusts
- By Amanda on 08-25-20
By: Hartley Goldstone, and others
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The Win-Win Wealth Strategy (1st Edition)
- 7 Investments the Government Will Pay You to Make
- By: Tom Wheelwright
- Narrated by: Will Tulin
- Length: 5 hrs and 12 mins
- Unabridged
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In The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make, celebrated entrepreneur, investor, and bestselling author Tom Wheelwright, CPA, transforms the way you think about building wealth and challenges the paradigm that tax incentives are immoral loopholes. Backed by deep research in fifteen countries, he identifies seven investing strategies that are A-OK with governments worldwide and will fatten your wallet while making the world a better place.
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Too much data, not enough explanation on strategy
- By Bredwood on 12-26-22
By: Tom Wheelwright
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The Seven Figure Agency Roadmap
- How to Build a Million Dollar Digital Marketing Agency
- By: Josh Nelson
- Narrated by: Mark Karten
- Length: 5 hrs and 43 mins
- Unabridged
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The Seven Figure Agency Roadmap is the must-have resource for digital marketing agency owners. Increase your income, work when and how you want, get your clients get incredible results, and live your desired lifestyle. For the last five years, the author has been working with a select group of agencies, taking them from struggle to success and from scale and significance. Josh Nelson has a very new approach, and he shares the very best of what is working in his business and for the agencies he works with to build million-dollar agencies.
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Excellent book for digital marketers
- By Barry Nix on 05-05-20
By: Josh Nelson
What listeners say about The Trust Codex
Average customer ratingsReviews - Please select the tabs below to change the source of reviews.
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- John Ezra Dew
- 12-09-24
How The Lack Of Knowledge Keeps Us Dead
Been following Josh for a while and doing my own research - most material out there is so polluted with agenda so it’s hard to get the truth. This book makes a complex financial strategy simple concise and clear to understand - after reading, it truly provokes massive action. Great-Full
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- Clint
- 09-25-24
Very informative!
Great book! Very informative. There’s not much info out there on these trusts. This one nailed it!
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