The Wealth Planning Podcast with Brister Law

Making Your Brand Experience Your Greatest Asset

Unlock the potential of your brand in this engaging episode of **The Wealth Planning Podcast** with host Anthony Brister! 🎙️ Join us as we welcome Amy Morgan, a renowned expert in maximizing your brand experience, who will guide you through smart strategies that will make your brand your greatest asset.
 
Timestamps:
0:00 Introduction
2:38 Revolutionizing Hospitality Marketing: Closing the Disconnect
5:00 Maximize Email Marketing: Strategies for Conversion Success
12:30 Maximizing Your Reach: Social Media vs. Email Marketing
15:35 Unlock the Power of Storytelling in Business
17:35 Master Your Money: Empowering Tax Tips & Budgeting
18:30 Set Boundaries: Maximize Your Value as a Service Provider
19:23 Why Knowledge Isn't Enough: The Action You Need
 
Are you ready to transform your brand and boost your wealth planning? Don’t miss out on Amy's expert insights that can help you lead your business toward success!
 
📞 **CALL TO ACTION:** If this episode resonates with you, please LIKE, COMMENT, and SUBSCRIBE to our channel for more wealth planning tips and strategies! Interested in a more personalized approach? Visit [bristertaxlaw.com](https://bristertaxlaw.com) to schedule your FREE discovery call, and find out more about our comprehensive consultation services.

The Shocking Truth About RSU Taxes EXPOSED!

Understanding RSUs: Tax Strategies & Common Mistakes Explained!
 
In this episode of The Wealth Planning Podcast with Brister Law, Anthony Brister welcomes CPA Julie Merrill to dive deep into the world of Restricted Stock Units (RSUs).
 
With over 25 years of experience, Julie breaks down the basics of RSUs, their tax treatment, and common pitfalls to avoid. Learn about other forms of equity compensation, the significance of proactive tax planning, and how to avoid costly mistakes. Don't miss out on this comprehensive guide to managing your RSUs effectively!
 
RSU checklist: https://rsutips.com/
Julie's website: https://www.juliemerrill.me/
 
💡 Timestamps:
00:00 Introduction to Julie Merrill, CPA
01:07 Understanding RSUs: Basics and Importance
02:27 Other Equity Compensation Options
05:26 Tax Treatment of RSUs
11:30 Common Mistakes and Best Practices
24:25 Resources and Final Advice
 
Don't miss this valuable episode packed with tips to help you maximize your RSU benefits!
 
Visit us at www.bristertaxlaw.com to schedule a consultation.

Business Owners, WANT Financial Freedom? Fix This One Thing First

Do you want financial freedom through the use of your business? In today’s episode of The Wealth Planning Podcast with Brister Law, Anthony Brister discusses the importance of tax planning and how it can be one of the most powerful ways to compound wealth. Learn about proactive tax strategies, common misconceptions, and actionable steps to save money on your taxes now. Don’t miss out on how tax planning can save you thousands and start creating financial freedom!
 
💡 Timestamps:
00:00 - 01:00: Introduction to the importance of tax planning
01:00 - 03:00: Why Tax Planning is Essential
03:00 - 06:00: The Myths of Tax Planning
06:00 - 10:00: Real Examples of the Power of Tax Planning
10:00 - 13:00: How to Get Started with Tax Planning
13:00 - 15:00: Final Thoughts & Call to Action
 
Tax planning is about more than saving money—it’s about taking control of your financial future.
 
Contact Brister Law to schedule a free discovery call and discuss your tax strategy.
 
If today’s episode has sparked any questions or if you’re ready to take control of your tax strategy, visit us at bristertaxlaw.com. Schedule your free discovery call, and ask about our comprehensive consultation to get started on the path to smarter wealth planning.
 
Don't forget to share this episode with someone who could benefit from tax planning!

5 Things To Do In 2025 To Get Wealthy

🎥 Your Financial Future Isn’t Going to Fix Itself: 5 Wealth-Building Strategies for 2025
 
It’s 2025—a new year full of opportunities to take control of your financial future! In this episode of The Wealth Planning Podcast with Brister Law, host Anthony Brister dives into five actionable strategies he’s implementing to grow his wealth this year. Whether you’re an entrepreneur, a professional, or someone looking to break generational financial barriers, these steps can help you do the same.
 
Here’s what you’ll learn in this episode:
1️⃣ Increase Your Income: Why diversifying your revenue streams is essential and how to take advantage of high-value opportunities.
2️⃣ Invest in Yourself: How professional development, networking, and mindset shifts can yield infinite returns.
3️⃣ Acquire Cash-Flowing Assets: From real estate to reinvesting in business tools, learn how to build long-term wealth.
4️⃣ Grow Your Brand: Why personal branding matters and how storytelling and engagement can amplify your success.
5️⃣ Build Community: Surround yourself with like-minded individuals who support and empower your financial journey.
 
💡 Timestamps:
0:00 Introduction: Your Financial Future Isn't Going to Fix Itself
0:33: Increasing My Income
2:22: Investing in Myself
3:38: Acquiring Real Estate and Cash-Flowing Assets
5:13: Growing My Brand
7:06: Building Community
8:22: Closing Challenge
 
📣 Call to Action:
Ready to take the next step? Join Anthony’s free Facebook group: 'Family First Tax Strategies', for tips on tax planning, asset protection, and building financial freedom. Or, level up with his bi-weekly paid group, What They Don’t Teach You in School, for live workshops and exclusive insights.
 
Follow Us:
✅ Subscribe for more actionable tips on financial freedom and wealth building. ✅ Share this video with someone who’s ready to level up their financial game!

Building GENERATIONAL Wealth One Smart Decision at a Time

Creating True Generational Wealth | The Wealth Planning Podcast | Anthony Brister
 
What if I told you the biggest threat to generational wealth isn’t taxes or market downturns? It’s the failure to prepare the next generation. Building a lasting legacy goes beyond money—it’s about values, relationships, and systems.
 
In this episode, Anthony Brister shares powerful stories and lessons from families building generational wealth the right way. Learn about the biggest wealth killers, how to involve your kids early, and why financial education is key to a legacy that lasts.
 
💡 Timestamps:
0:00 Introduction: The Real Threat to Generational Wealth
1:00 What Generational Wealth Really Means
1:25 Wealth Killers: Consumer Debt, Taxes, and Savings Shortfalls
4:47 Stories of Families Getting It Right
6:00 How Involving Kids Builds Long-Term Success
9:39 Lessons from Famous Families Like the Kardashians
12:01 Time and Compound Interest: The Keys to Wealth Growth
14:12 How to Get Started with Your Kids in Wealth Planning
16:02 Encouraging Entrepreneurship and Financial Responsibility
17:39 The Legacy of Knowledge, Values, and Leadership
 
📞 Ready to take the first step? Schedule your discovery call today at www.bristertaxlaw.com.
 
🔔 Don’t forget to like, subscribe, and share this video with anyone interested in building a financial legacy!

Is Your WYOMING LLC Leaving You Exposed?

Are you putting your personal assets at risk by forming a Wyoming LLC? In this episode of the Wealth Planning Podcast with Brister Law, Anthony Brister discusses Wyoming and Delaware LLCs, and why charging order protection entities may not be giving you the protection you think.
 
Many business owners think they're protected, but they're not. In this video, Anthony Brister reveals the common mistakes that can leave you exposed and vulnerable to lawsuits and creditors. Find out what you need to do to ensure your Wyoming LLC is properly set up to protect your personal assets and give you peace of mind. Don't put your hard-earned assets at risk - watch now and take control of your business protection.
 
Book a discovery call today at: https://www.bristertaxlaw.com
 
Timestamps:
0:05 - 0:10: "Not everyone needs a Wyoming or Delaware LLC."
0:25 - 0:30: "What is a cope, and when do they work?"
1:01 - 1:10: "Cope entities protect assets from creditors in certain states."
1:29 - 1:37: "Not all states treat copes the same."
2:08 - 2:14: "Cope entities are great for high-risk professions."
2:50 - 2:54: "If you don’t follow formalities, copes won’t protect you."
3:01 - 3:09: "Copes are often oversold as a magic bullet for asset protection."
3:39 - 3:47: "Some states, like California, don’t offer the same protection."
4:00 - 4:08: "If you have low-value assets, a cope might not be worth it."
4:36 - 4:39: "Copes are only effective in the right circumstances."
4:45 - 4:50: "For more strategies, schedule a discovery call."
5:01 - 5:08: "Like, subscribe, and share with anyone unsure about Wyoming LLCs."

Discover the Hidden Secrets of Bookkeeping That Will SAVE You Money!

Uncover the hidden secrets of bookkeeping that will save you money! Join Anthony Brister as he reveals money-saving tips through effective bookkeeping practices with Daria Kalinova.
 
Schedule a discovery Call today at www.bristertaxlaw.com
 
Quickbooks referral link: https://quickbooks.partnerlinks.io/63...
 
Key Sections and Timestamps:
[0:00-0:08] Introduction: Anthony introduces the topic and guest, Daria Kalinova.
[0:30-1:03] Guest Introduction: Daria shares her background and journey into virtual bookkeeping.
[1:36-3:05] Why Bookkeeping is Crucial: Explains why business owners need to prioritize bookkeeping, whether DIY or outsourcing.
[4:00-5:00] Tax Implications: Discusses how bookkeeping affects tax filing and the importance of tracking income and expenses.
[6:00-7:00] Common Bookkeeping Mistakes: Highlights mistakes like mixing personal and business finances.
[9:00-10:45] Tools for Bookkeeping: Recommendations for tools like QuickBooks and when to move from Excel to software.
[12:00-14:00] Customizing Chart of Accounts: The importance of tailored charts for specific business needs.
[14:00-16:30] Reports to Monitor: Discusses key reports like Profit and Loss, Balance Sheets, and Cash Flow Statements.
[20:00-21:00] Bookkeeping Services Overview: Daria outlines her services, including managing accounts payable/receivable and preparing financial reports.
[22:00-23:30] Closing and Call to Action: Contact information and encouragement to get bookkeeping in order.

Buying one Property Every Year Can Change Your Life!

Buying One Property Every Year Can Change Your Life!
Real estate isn't just for the rich—it’s how people get rich and stay rich. In this video, Anthony Brister, a tax and asset protection attorney, explains why real estate is the ultimate tool for financial freedom and how buying just one property a year can build lasting wealth for you and your family. 🏡💼
 
What You'll Learn:
1. Why real estate is a cornerstone of wealth-building
2. The 5 ways real estate creates wealth: appreciation, leverage, cash flow, tax benefits, and inflation hedging
3. Practical strategies to start investing in real estate today
4. How real estate helps you create generational wealth
 
Highlights:
0:00 – Introduction
1:00 – Why Real Estate Builds Wealth
2:00 – The Power of Appreciation
2:28 – Leverage: Building Wealth Beyond Your Investment
2:50 – Cash Flow & Principal Paydown Explained
3:14 – Tax Benefits of Real Estate Investing
4:48 – Real Estate as an Inflation Hedge
5:41 – Overcoming Real Estate Investment Barriers
7:06 – Creating Generational Wealth Through Real Estate
 
Take Action Today:
Ready to take the first step toward financial freedom? Schedule a FREE Discovery Call at www.bristertaxlaw.com and let’s talk about your goals, your strategy, and how to make real estate work for you.
 
👉 Don’t forget to like, comment, and subscribe for more wealth-building tips! Share this with someone who’s ready to start their real estate journey.

Get Your Time Back! Why you are losing money doing things yourself.

💼 Get Your Time Back! Why You’re Losing Money Doing Things Yourself 🚀
 
Are you spending too much time on tasks that don’t grow your business? In this episode of the Wealth Planning Podcast with Brister Law, Anthony breaks down the true cost of doing it all yourself and why delegating to professionals can save you time, money, and stress.
 
📌 Timestamps:
0:00 – Intro: Why doing it all yourself might cost you more than you think.
1:25 – The DIY Oil Change Analogy: How low-value tasks like oil changes relate to business owners.
3:00 – What’s Your Time Really Worth? Calculating the true value of your time as a business owner.
4:18 – Mike’s Story: A construction business owner’s struggle with tax season and how outsourcing helped him thrive.
6:35 – Lisa’s Story: How an online boutique owner reclaimed her weekends by delegating bookkeeping.
8:24 – The CEO Mindset: Why great leaders focus on their strengths and delegate the rest.
9:41 – Closing Thoughts: Let professionals handle what they’re good at so you can focus on what matters most.
 
💡 Key Takeaways:
Delegating tasks frees you up to focus on your business and family. The hidden costs of DIY include lost time, missed opportunities, and burnout. Successful CEOs prioritize high-value activities and rely on experts for the rest.
 
Exciting News! We’re launching monthly group strategy calls next year—limited to 100 spots. Email spot@bristertaxlaw.com for details and secure your spot.
 
🔥 Ready to Delegate and Grow?
Reclaim your time and focus on what matters most. Visit bristertaxlaw.com to schedule a discovery call and learn how we can help you protect and grow your wealth.
 
👉 Don’t forget to like, subscribe, and share this video with someone who’s trying to do it all themselves! Let’s work smarter, not harder.
#BusinessTips #Entrepreneurship #Delegation #WealthPlanning #TaxStrategy #BristerTaxLaw

Travel Smart, Save Big Turning Your Trips Into Tax Deductions

Travel Smart, Save Big: Turning Your Trips into Tax Deductions 🌍💰 https://www.youtube.com/watch?v=kkNxQ-vwSMc
 
Can you actually write off your vacation? It might sound too good to be true, but in this episode, tax attorney Anthony Brister reveals how to legally turn your travel into tax savings. Whether attending conferences, visiting rental properties, or bundling business meetings into family trips, this video will help you maximize deductions and build generational wealth through strategic travel planning.
 
🔗 Visit https://www.bristertaxlaw.com to schedule your free discovery call and find out how we can help you save money on taxes and grow your wealth!
 
⏱ Timestamps
0:00 - Introduction: Can you really write off vacations?
0:25 - The basics of travel deductions: How to qualify
1:01 - Common deductible expenses (airfare, hotels, meals, etc.)
2:00 - Real-life example: A consultant's trip to LA
2:30 - Bundling business with pleasure
3:19 - Creative opportunities: Annual meetings and family trips
4:42 - Rules for domestic travel deductions
5:03 - Planning reasonable and deductible trips
5:54 - Conferences and industry events: What’s deductible?
6:24 - Building generational wealth through tax savings
7:00 - Teaching kids about business and tax strategies
7:41 - Recap and key takeaways
 
Key Points:
✅ How to plan your travel so it qualifies as a deductible business expense
✅ Real examples of clients who saved big on travel costs
✅ Rules for combining business and leisure
✅ Tips for maintaining proper documentation
✅ How travel tax savings contribute to building generational wealth
 
Ready to start creating generational wealth and paying the right amount of taxes?
Visit www.bristertaxlaw.com to schedule your free discovery call today!
Subscribe to the channel for more expert tax and wealth planning tips.
Share this video with anyone looking to save money on travel!