『3 | Andy Bowman - The Truth About Protecting Your Family's Legacy』のカバーアート

3 | Andy Bowman - The Truth About Protecting Your Family's Legacy

3 | Andy Bowman - The Truth About Protecting Your Family's Legacy

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What good is protecting your valuables if you lose sight of your values?Andy Bowman spent decades helping wealthy families protect what they own. Then a trusted business partner running a Ponzi scheme cost him seven figures and shook him to his core. That betrayal reshaped how he thinks about protection, and it is why values now come before valuables in every plan he builds.In this episode, Andy and Ben get into asset protection as building a castle before the barbarians arrive, why your estate paperwork is a love letter to your family, and how a virtual family office keeps your most important advisors in the same room. They also talk about being FAT, flexible, adaptable, and teachable, and how one hard lesson can change your trajectory.If you have built something worth protecting but never asked what it is really for, this conversation is for you. Listen now.Timestamped Highlights[00:04:13] The one question Ben asks every guest, and why FAT changes everything[00:06:07] The business partner who prayed before every meeting and hid a Ponzi scheme[00:06:59] The wolf in sheep's clothing that cost Andy seven figures and 15 years[00:07:41] The two-day meeting that was half strategy, half working on your soul[00:09:50] The three questions Andy asks before he takes on any client[00:11:57] The CPA who called Andy a waste of skin, and why it mattered[00:14:47] What a Spanish penitentiary has to do with the name Citadel[00:17:04] Why your estate paperwork is really a love letter to your family[00:20:26] Build the castle before the barbarians storm the gates[00:21:50] Valuables versus values, and the difference most wealthy families miss[00:31:33] What a family office actually is, and when you need one[00:33:12] The one move you can make this week to see where you are exposedMentioned ResourcesThe Citadel (the military college Andy attended and named his firm after)Darren SugiyamaJim DugganAbout the GuestAndy Bowman, CAPP, CWPP, is the CEO and Managing Member of Citadel Financial Services and a graduate of The Citadel, where the code of integrity shaped how he runs his business. Based in Florida, he specializes in asset protection, estate planning, and business succession, and he runs a virtual family office that brings a client's key advisors together in one room. He is building a public-facing brand, Citadel VFO. His focus goes beyond valuables to values, helping successful families protect their wealth and define the legacy and meaning behind it.🔗 LinkedInImportant LinksConnect with Ben: LinkedInConnect with Golden Tax Relief: Website | LinkedInRequest a consultation: Schedule a FREE Tax EvaluationCheck our socials: Instagram | Facebook | TikTokThe Financially FAT Podcast is an original production hosted by Ben Golden. Brought to you by Golden Tax Relief. Production and editing by Podcast Your Brand.
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