SECURE ORDER | Nestmann Exchange

SECURE ORDER
| Nestmann Exchange

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The Nestmann Exchange was created for people who are newer to the world of Plan B’s. Every month, we “deep dive” into a finance-related topic… a threat on the horizon or an opportunity waiting to be seized… and the best way forward.

Our Next Episode Comes Out:
December 15

Topic announced the date before by email.

Past Topics Include…

November 2024:
The Unvarnished Truth About Who Needs an Offshore Trust

  • The differences between domestic and offshore trusts... when to use one or the other.
  • Why offshore trusts should NOT be used to hold US assets... with one exception.
  • The type of person who should form an offshore trust... and where to do it.
  • The truth about the so-called "tax advantages" often promoted but not quite true (for US clients anyway.)
  • Whether an offshore trust can serve as a sort of "blanket structure" that can hold assets in any country... especially foreign real estate.
  • The best alternatives to an offshore trust that gives you the same -- or sometimes even better asset protection and tax benefits -- and cost a lot less.

October 2024:
Harris vs Trump on Taxes, Crypto, and CBDCs

  • Trump vs Harris on taxes over the next four years.
  • Trump vs Harris on crypto regulation over the next four years.
  • Trump vs Harris: Will we see a full blown CBDC by the next presidential election in 2028?
  • What will hold both sides back from doing what they want to do, no matter who wins.

September 2024:
Will a President Kamala Harris Trigger the Next Banking Crisis?

  • How a bail-in here in the US will likely play out... and why it's ever more likely as the federal debt gets higher and higher.
  • What could cause the FDIC to collapse... and even "insured" depositors to lose their shirts.
  • The best banking system in the country (hint: it has nothing to do with the FDIC or any of the big banks).
  • The safest place to store your cash (this type of institution proved much more resilient in the past crisis than a typical bank).

August 2024:
Is it really possible to own property anonymously?

  • The two (and only two) states that support the idea of land trusts... and the danger that comes with setting up such a trust in states that don't have them under law.
  • How to ensure your ownership starts out and remains complete private (it's actually much harder than you might think)
  • If you own a rental property, there's a much better way to own it. We'll tell you which one.
  • The one time when a land trust is actually better than the alternatives.

July 2024:
The “Amazingly Boring” Asset Protection Strategy

  • Dollar for dollar, this is the cheapest insurance you can buy. (A $2 Million policy can be had for less than $100 a month.) And yet 90% of clients either don't have enough... or any at all.
  • The key types of insurance you should have... and what you don't.
  • The Goldilocks Phenomenon: How to avoid having too much or too little insurance.
  • How to avoid "post-claim underwriting" -- where an insurance company tries to wiggle out of a claim.

June 2024:
The Right and Proper Way to Invest in International Real Estate

  • How professional investors quickly decide whether a property is worth a closer look or not... It only takes 30 seconds.
  • How and when to use your IRA to hold real estate... With proper planning, it can work for property in the US and and overseas.
  • The best way to hold international real estate. Many countries do not recognize US structures. Learn the best way to deal with this problem.
  • The #1 problem with the promises made by many (most?) offshore real estate promoters.
  • The biggest mistake newbie international real estate investors make when buying their first property.

Join us now and learn…

  • Better ways to protect and grow what you have…
  • How to take tap into the many opportunities both here in the US… and beyond.

As a subscriber, you’ll be able to listen to every new episode and get full access to all the recordings (and transcripts) going back years.

Why Join This Service

#1

You’ll get access to every monthly episode in both audio and written transcription.

#2

You’ll get full access to more than five years worth of archives.

#3

This is a great low-cost way to learn more about this topic from a 40+ year veteran of the field.

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