Protect What You've Built | Episode 207

The Spend Life Well Show

The Spend Life Well Show
Protect What You've Built | Episode 207
Jun 24, 2026 Episode 207
ClearVista Financial

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What would happen if one unexpected event threatened everything you've spent years building?

Many people focus on growing their wealth but spend little time thinking about how to protect it. A strong financial plan includes both, helping you prepare for the unexpected while preserving what matters most.

In this episode, Mark Trice discusses the essentials of asset protection, including common risks that can impact your financial life and practical strategies to help reduce your financial vulnerability before problems arise.

What we cover:
→ why asset protection is an important part of financial stewardship
→ common threats to personal wealth, including lawsuits and liability
→ business risks and protecting personal assets
→ market concentration and tax planning risks
→ long-term care costs and retirement planning challenges
→ how insurance, umbrella policies, trusts, and business entities can help protect wealth
→ practical steps to review your financial protection strategy

👉 Click here for a FREE consultation with Mark!


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Episode Artwork Protect What You've Built | Episode 207 14:48 Episode Artwork June Market Update | Episode 206 22:41 Episode Artwork Cybersecurity Is the New Financial Planning: How to Protect Your Wealth | Episode 205 27:45 Episode Artwork May 2026 Market Update | Episode 204 24:30 Episode Artwork Physician’s Prescription for Building Wealth | Episode 203 16:57 Episode Artwork Costly Financial Mistakes Small Business Owners Must Avoid | Episode 202 13:31 Episode Artwork April 2026 Market Update | Episode 201 36:09 Episode Artwork Are You Overpaying Taxes? Fix Your Tax Strategy Now | Episode 200 13:23 Episode Artwork Debunking Common Credit Myths | Episode 199 16:37 Episode Artwork March 2026 Market Update | Episode 198 27:59 Episode Artwork Why Gen Z Feels Stuck | Episode 197 17:56 Episode Artwork Taking Control of Student Debt | Episode 196 17:38 Episode Artwork February 2026 Market Update | Episode 195 18:28 Episode Artwork How to Avoid Common FAFSA Mistakes | Episode 194 15:13 Episode Artwork January 2026 Market Update | Episode 193 23:00 Episode Artwork Rethinking Retirement | Episode 192 15:32 Episode Artwork Too Busy to Budget | Episode 191 15:59 Episode Artwork New Year, Stronger Finances | Episode 190 16:15 Episode Artwork God's Provision vs. the Prosperity Gospel | Episode 189 14:27 Episode Artwork December Market Update | Episode 188 14:53 Episode Artwork The Purpose Behind Wealth Building | Episode 187 16:55 Episode Artwork The True Wealth of Giving Thanks | Episode 186 11:05 Episode Artwork November Market Update | Episode 185 29:10 Episode Artwork Why AI Can't Replace Your Financial Advisor | Episode 184 15:40 Episode Artwork Education Savings Strategies: What Are My Options? | Episode 183 11:40