California Wealth Warriors - Mastering Protection & Prosperity in the Golden State

The California Wealth Warriors Podcast features host Raymond Olmo, CEO of TRUST-CFO, the leader in California Private Retirement Plans, and lifelong California resident. Many successful Californians feel trapped and forced to leave the state because they seemingly have no escape from the storm of taxes and plague of lawsuits. But we believe they are forgoing their right to stay simply because they don’t have the proper resources to solve these issues. Feeding off of the exclusivity of California Private Retirement Plans and our extensive network of professional alliance partners, we’ve forged this project to serve as an amalgamation of critical mass knowledge that empowers and educates business owners and entrepreneurs on how to not only survive but thrive in our great state. Ray and his team, along with a stellar lineup of guest advisors and committed clients deliver their acumen on concepts, strategies, and technical resources to confront and combat the greatest pain points of bu

Episodes

Advanced 1031 Planning for Californians (Ep. 8)

April 26, 2024 • 52 mins

What if you could turn California’s real estate challenges into profitable opportunities? Explore the lucrative world of California real estate with the California Wealth Warriors podcast! This episode, hosted by Ray Olmo, features Javier Vande Steeg, the accomplished CEO of Asset Preservation Inc. Together they explore the dynamic strategies and hidden opportunities within 1031 exchanges, …

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Advanced Estate Planning for Californians (Ep. 7)

April 10, 2024 • 52 mins

Is your estate plan California-proof? Join Ray Olmo and James Cunningham of Cunningham Legal on California Wealth Warriors as they dive into the intricacies of California estate planning, equipping you with the knowledge you need to protect your assets and legacy! Together they dive into critical topics like property taxes and the impact of Propositions …

Advanced Tax Strategies for Californians (Ep. 6)

March 27, 2024 • 49 mins

Do you know the secrets to flourishing financially in California’s complex economy? Join us for the latest episode of California Wealth Warriors as host Ray Olmo, a devout advocate for wealth preservation, takes you on a deep dive into effective wealth management strategies for business owners and high-net-worth individuals in California. Joined by tax professional …

Advanced Retirement Planning for Californians (Ep. 5)

March 13, 2024 • 55 mins

What do California’s wealthy know about retirement planning that you don’t? Ready to find out? Dive into the specialized world of retirement planning for California’s high net worth individuals and business owners in this episode of the California Wealth Warriors Podcast. Host Ray Olmo is joined by Phil Koehler, a seasoned professional in retirement plans …

Advanced Asset Protection Planning for Californians (Ep. 4)

February 28, 2024 • 60 mins

Want to learn how top investors in California keep and increase their wealth? Tune into the California Wealth Warriors Podcast with host Ray Olmo and asset protection maestro Jeffrey Verdon. They’re ready to share key strategies and resources for managing wealth in California. This episode is perfect for anyone in California looking to safeguard their …

Entity Tax Planning for California Businesses (Ep. 3)

February 14, 2024 • 58 mins

How do you protect and grow your wealth in California? Ray Olmo, the voice of the California Wealth Warrior Podcast, teams up with tax expert Ed Cotney from Olympus Tax to unveil the secrets of wealth management in California. Together they dive into the intricate relationship between business entities, trusts, and effective tax planning, offering …

Mission: Protecting Californians Wealth from Lawsuits & Taxes (Ep. 2)

February 14, 2024 • 41 mins

Do your assets have iron-clad protection? Let’s unravel the intricacies of asset protection and tax planning in the Golden State with Ray Olmo. In this sophomore episode, Ray emphasizes the importance of proactive financial planning, especially for business owners, entrepreneurs, and real estate investors, highlighting the need for early and strategic actions. Key Highlights: Explore …

Announcing the California Wealth Warriors Podcast (Ep. 1)

February 14, 2024 • 47 mins

Are you prepared to navigate California’s financial challenges? Discover the ‘California Wealth Warriors’ podcast with host Ray Olmo, where secrets of mastering California’s financial landscape await you. Leading by example, Ray Olmo unveils his journey, intertwining personal tales and deep-rooted connections to California’s rich agricultural and viticulture heritage. Dig into the untold stories of a …

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California Wealth Warriors: Coming Soon

December 28, 2023 • 58 secs

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