『Cornerstone Private Office』のカバーアート

Cornerstone Private Office

Cornerstone Private Office

著者： bgty
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10月19日まで。※適用条件あり
Cornerstone Private Office is the podcast for business owners, growth-stage entrepreneurs, investors, and advisors who want to protect wealth, reduce taxes, and build financial structures that endure beyond markets and generations. Hosted by Professor Jack Ledger, a trusted advisor to high-performing entrepreneurs, the show simplifies complex strategies—tax planning, asset protection, estate and succession design, investment governance, and long-term wealth architecture—into actionable frameworks for $3M–$30M revenue businesses. Designed to elevate financial literacy, build lasting authority, and provide clarity for compounding capital across cycles, this podcast delivers the structural thinking serious operators need to build wisely and protect permanently. This podcast was produced with the assistance of artificial intelligence. AI tools were used in the preparation, editing, or production process. All final content was reviewed and approved by the creators.Copyright bgty 経済学
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  • Trust Decanting

    Trust Decanting
    2026/09/23
    Families often assume an irrevocable trust means permanently locked, but a growing number of states now let a trustee rewrite the terms of an outdated trust without ever going to court. Professor Jack Ledger explains decanting, the practice of pouring an old trust's assets into a new one with better terms, and why the rules vary dramatically from state to state. He also flags the murkier federal tax questions the IRS has never fully resolved around the practice. It's a look at a little-known tool that can quietly modernize a trust frozen in an outdated version of the tax code.
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    11 分
  • The HSA Nobody Treats Like a Retirement Account

    The HSA Nobody Treats Like a Retirement Account
    2026/09/09
    Most people treat their Health Savings Account like a glorified checking account for co-pays, missing that it may be the single most tax-advantaged account available under U.S. law. Professor Jack Ledger explains the triple tax advantage of the HSA, how unused funds roll over indefinitely, and why the account effectively becomes a second IRA after age sixty-five. He shares the data showing barely a tenth of HSA holders actually invest their balance, leaving years of tax-free growth on the table. This episode makes the case for treating your HSA as a retirement vehicle instead of a spending account.
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    9 分
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