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The Keenan Roberts Advantage

The Keenan Roberts Advantage

Auteur(s): Keenan Roberts
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À propos de cet audio

Welcome to The Keenan Roberts Advantage, where we discuss how families and business owners tactically grow and preserve wealth for generations to come. There's a right way and a wrong way to protect your business, grow wealth and transfer it. But most people only learn the hard way when it's too late. The advantage you get here is learning the strategies used by the wealthy, by top business owners, and by those who don't just make money, but know how to keep it. I'm here to break down these strategies in a way that's clear. actionable and most importantly something you can actually use. I am not a CPA, attorney, or financial advisor. The information in this podcast is for educational and informational purposes only and should not be taken as legal, tax, or financial advice. Always do your own research and consult with a qualified professional before making any financial or legal decisions© 2025 Keenan Roberts Économie
Épisodes
  • The Truth About State-Approved Wealth Planning
    May 14 2025

    What your attorney won’t tell you could cost you your legacy.

    In this explosive episode of The Keenan Roberts Advantage, we expose the hidden risks behind statutory trusts—the state-approved estate planning structures that high-net-worth families are told to trust… but that often leave them exposed, overtaxed, and powerless.

    Keenan breaks down:

    • Why “favorable” trust jurisdictions still require state permission—and what that really means
    • The truth about domestic asset protection trusts (DAPTs) and the illusion of asset protection
    • How statutory law silently strips you of control
    • Why private contract trusts are the solution the wealthy don't advertise—and how to reclaim control of your wealth

    Whether you're building wealth for the first time or stewarding a multi-generational legacy, this episode will make you rethink everything you've been told about "legal" estate planning.

    🎙️ Listen now to discover why state-approved wealth planning might be the most dangerous trap in your entire financial plan.

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    20 min
  • How to Structure a Trust for Life Insurance the Right Way
    Apr 10 2025

    Most people think life insurance is just a death benefit. But in this episode, we flip the script.

    Kenan Roberts dives into how to use life insurance and trusts together to protect your wealth, preserve control, and create strategic liquidity—without triggering estate taxes, probate, or financial chaos.

    Learn why the traditional Irrevocable Life Insurance Trust (ILIT) structure may not serve your best interests, and discover how to maintain control without being the grantor.

    You’ll hear:

    • The two ways trusts and life insurance work together
    • How to create tax-efficient liquidity inside a trust
    • What most estate planners get wrong about ILITs
    • Why control without ownership is the ultimate strategy
    • How to avoid leaving your heirs a mess instead of a mission

    This episode is for wealth builders, business owners, and legacy-minded families who want more than just protection—they want power, privacy, and generational continuity.

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    15 min
  • How a Simple Will Could Cost Your Family Everything
    Mar 27 2025

    🎙️ Episode Title: How a Simple Will Could Cost Your Family Everything
    📌 Description:

    Think a will is enough to protect your family and assets? Think again.

    In this powerful episode of The Keenan Roberts Advantage, Keenan breaks down why relying on a will alone could leave your loved ones vulnerable to probate delays, unexpected legal costs, public exposure, and even identity theft. Discover how a properly structured trust can help you avoid court, preserve your privacy, and pass on wealth the smart way.

    ✅ Learn the real cost of probate
    ✅ Understand the limitations of wills
    ✅ Discover how trusts provide privacy, control, and protection
    ✅ Why incapacity planning matters more than you think
    ✅ How to set up your legacy with clarity—not chaos

    If you're serious about protecting your family's future, this is an episode you can’t afford to skip.

    🔔 Don’t forget to like, subscribe, and share with someone who needs this!

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    13 min

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