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Are you ready to forge stronger client relationships and make your expertise resonate? The Intelligent Investor Podcast – RIA Insights is your platform to connect meaningfully with clients and prospects alike. We know you’re balancing regulations, meetings, and market analysis, leaving little room to focus on storytelling. But sharing your insights and experiences doesn’t require a complex marketing strategy or a big production team—it only takes your voice. This podcast offers a space for Registered Investment Advisors (RIAs) to step away from traditional marketing noise and into authentic conversations that spotlight your values and expertise. Build trust, foster client loyalty, and inspire confidence as you share stories that truly matter. Why tune in? 1.Highlight your expertise in a relatable, human way. 2.Engage thousands of listeners actively seeking advisors like you. 3.Build deeper connections that turn clients into long-term advocates. Trust grows where stories inspire. Start making yours heard today. Visit: mtr.bio/shannonrobnett
Episodes
Wednesday Jan 25, 2023
Wednesday Jan 25, 2023
Our guest, Kevin Day, is one of the leading estate planning and international asset protection planning attorneys in the United States. In this episode, Shannon and Kevin discuss the difference between a revocable and irrevocable trust, how an irrevocable trust protects your assets, offshore trusts, and how to gain control of your assets.
1:45 Kevin’s Background
5:45 Why do we need protection? Where do you need to go?
14:46 What is an irrevocable trust?
21:37 What is an active trust?
28:51 Shannon’s lawsuit-proof business structure
41:21 The Hague Convention on Trusts
46:46 Kevin’s advice for people who want to get into asset protection
"By doing the work up front, you could really simplify your life."
About Robnett’s Real Estate Run Down
With over 27 years in the real estate industry, Shannon shares actionable advice on wholesaling, fix and flips, single-family, multi-family, and more. Hear real people talk about all facets of the market, including analysis, challenges, management, and successes of investment-grade. Every conversation provides the foundation for a thriving career.
Guest Bio: Kevin Day
Kevin L. Day is one of the leading estate planning and international asset protection planning attorneys in the United States. Mr. Day’s Bachelor’s Degree is in Chinese Studies, and he holds a Master of Business Administration in International Management and Doctor of Jurisprudence degree. He was a university academic administrator for eight years, a law professor at the doctorate level, and a law school Dean of Students before entering private practice. In addition to his legal expertise, Mr. Day brings his extensive business knowledge as an MBA in International Business to his law practice.
Mr. Day is admitted to practice law in the California Supreme Court; U.S. Southern District Court, California; U.S. Court of Appeals, 9th Circuit; U.S. Central District Court, California; U.S. Court of International Trade; U.S. Tax Court, Washington D.C.; U.S. Court of Appeals, Federal Circuit; and United States Supreme Court. Mr. Day is a member of the California Bar Association, the Offshore Institute, the International Tax Planning Association, and the American Bar Association’s sub-section on Asset Protection.
Attorney Day is the co-author of four books: Lawsuits, Taxes & Asset Protection, Offshore Money Strategies, The Privacy Guide and the Ultra-Privacy Guide. He has also co-authored five audio-courses: Offshore Tax Havens, International Asset Protection Trusts, Golden Parachutes for Business Owners, Offshore Money Strategies, and How To Disinherit Uncle Sam. Additionally, he has written many articles relating to estate planning, offshore tax havens, asset protection and captive insurance formation.
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