The Wealth Planning Podcast with Brister Law

On this podcast, we dive deep into the world of wealth planning, asset protection, tax strategies, estate planning, and more. Whether you’re a high-net-worth individual, a business owner, or someone looking to secure their financial future, we’ve got you covered. Each episode is packed with practical advice, expert interviews, and the latest insights to help you make informed decisions about your wealth. From tax-efficient investing to estate planning, we explore a wide range of topics designed to empower you on your financial journey. Get ready to unlock the secrets of wealth preservation and tax optimization. Subscribe now and join us on the path to financial success. This is the Wealth Planning Podcast with Brister Law. To schedule a Discovery Call with us: https://calendly.com/admin-jhf8/15min?month=2024-11 Save 30% on QuickBooks for 6 months: https://quickbooks.partnerlinks.io/63mbh88o5yan

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Episodes

Monday Jan 20, 2025

🎥 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!

Monday Jan 13, 2025

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!

Monday Jan 06, 2025

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."

Monday Dec 30, 2024

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.

Monday Dec 23, 2024

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.

Monday Dec 16, 2024

💼 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

Monday Dec 09, 2024

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!

Monday Dec 02, 2024

End-of-Year Tax Planning Made Simple | 4 Essential Strategies You Can't Miss
 
👉 In this episode of the Wealth Planning Podcast with Brister Law, Anthony Brister is wrapping up the year with 4 key tax planning strategies to help you save big and prepare for financial success. Watch as he breaks down how to utilize these opportunities:
 
⏱ Timestamps:
0:47 – Home Office Deduction: Learn how small business owners and remote workers can leverage unused spaces at home for a tax break.
2:59 – Vehicle Mileage Deduction: Discover how tracking your business-related driving can save you thousands.
4:57 – Augusta Rule: Unlock a tax-free income strategy by renting out your home for business purposes.
7:07 – Investing in Yourself: Gain tips for personal and professional growth to increase your value in the long term.
 
🚗 From tracking your miles to investing in your personal growth, each strategy offers practical ways to save money and set yourself up for financial stability in the coming year. Whether you're a business owner, self-employed, or just looking to make smarter moves with your money, this video is packed with actionable advice.
 
🔥 Key Takeaways:
Maximize the Home Office Deduction with simplified or actual methods.
Utilize the Augusta Rule for tax-free income when renting your home.
Log your vehicle mileage correctly for business deductions.
Prioritize investing in your personal and professional development for exponential rewards.
 
💡 Don’t leave money on the table—watch now to learn how to take advantage of these opportunities!
🔗 Subscribe for more actionable tax planning and wealth-building strategies: https://www.bristertaxlaw.com
🔗 Share this episode to help others get a head start on their year-end tax planning!

Monday Nov 25, 2024

In this episode of the Wealth Planning Podcast, Anthony Brister sits down with Carson Herlean from the Generational Gains Podcast to uncover the strategies behind taking control of your money, building generational wealth, and unlocking financial freedom.
 
Learn how to use self-directed IRAs, real estate investments, infinite banking, and private lending to grow your wealth outside of traditional Wall Street methods. Whether you're in your 20s or planning for retirement, this episode offers practical advice and inspiring stories to help you become the CEO of your financial life.
 
Book a discovery call today: https://calendly.com/admin-jhf8/15min?month=2024-11
 
📌 Timestamps for Key Topics:
[0:05] Meet Carson : From learning about money in high school to teaching others how to take control of their finances.
[2:30] What are self-directed IRAs? Carson explains the power of unlocking and managing your retirement accounts.
[6:30] Jack Bogle’s shocking critique of Wall Street: Why he called the system "robbery and tyranny."
[9:15] Why most Americans aren’t ready for retirement: Common financial mistakes and how to avoid them.
[12:00] Creative investments with self-directed IRAs: From real estate to flipping forklifts and even worm farming!
[16:10] The power of Roth IRAs in business ownership: How Peter Thiel used his IRA to build a tax-free fortune.
[20:00] Private lending explained: How to lend safely with due diligence, collateral, and first-lien positions.
[24:30] Building generational wealth: Carson’s advice for creating a financial legacy through relationships and education.
[26:30] Simple but powerful financial advice for your 20s: The boring but effective strategies to save and invest.
[28:00] What does legacy mean? Carson reflects on teaching skills, building connections, and leaving more than just money.
 
💡 Key Takeaways:
Self-directed IRAs let you take control of your retirement funds and invest in assets like real estate, private businesses, and alternative projects.
Infinite banking through whole life insurance policies offers a powerful, efficient way to grow and protect your wealth.
Financial freedom starts with saving and choosing efficient, high-return strategies for your money.
Building generational wealth isn’t just about money—it’s about leaving behind skills, relationships, and opportunities for future generations.
If you’re tired of the Wall Street status quo and want to learn how to take control of your finances, this episode is for you.
 
Connect with Carson:
🌐 Horizon Trust (Self-Directed IRA Custodian): www.horizontrust.com
📱 Follow Carson: Search "Carson Herlean" on all major social media platforms.
 
📢 Like, subscribe, and leave a comment with your favorite insight from this episode!

Monday Nov 18, 2024

With just weeks left in the year, there’s still time to take action that could lower your taxes and keep more money in your pocket. In this episode of the Wealth Planning Podcast, host Anthony Brister discusses five practical year-end tax strategies that can help you maximize savings.
 
Want to save more on taxes and build wealth? Book a discovery call at https://www.bristertaxlaw.com ask for a comprehensive consult before the year ends!
 
Timestamps:
0:02 - Introduction to Year-End Tax Strategies
1:14 - Retroactive S-Corp Election
2:55 - Paying Family Members to Save on Taxes
8:23 - Making Your Rental Property “In Service”
10:50 - Prepaying Expenses or Purchasing Needed Equipment
12:05 - Dissolving Unused Entities & BOI Reporting
15:01 - Summary & Key Takeaways
 
If you’re looking for practical ways to manage your taxes before the year ends, this episode is for you. Make sure to like, subscribe, and share with others who might find this helpful!
 
🔗 Related Episodes: Catch our previous episodes for even more tax-saving insights!

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