Delivering Direction & Control

Podcast by Bridgeford Trust Company

Delivering Direction & Control is a business podcast hosted by Unknown Host, with 60 episodes on record and a Required Pod Score of 80.

Unknown Host hosts Delivering Direction & Control, a business show with 60 episodes published.

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  Delivering Direction & Control

  Episode 62 – Empowered Planning: Rethinking Estate Planning, Wealth and Well-Being with Lauren Klein

  Sep 30, 202645 min

  In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Lauren Klein – Co-Founder and Attorney at Flourish Law Group, PLLC – to discuss a more personalized approach to estate planning centered on education, empowerment, and understanding the unique needs of each family. Lauren shares her journey from Biglaw to co-founding Flourish Law Group and explores the importance of planning beyond the documents. The conversation includes special needs trust planning, probate avoidance, privacy, and the role education plays in helping families make informed planning decisions. Lauren also discusses Flourish’s Estate Planning for Busy Parents webinar, designed to make foundational estate planning concepts more accessible. Finally, Lauren shares the inspiration behind Legal + Wealthy™, the community she founded, and the Legal + Wealthy™ Podcast. She and David discuss wealth building within the legal profession, the pressures attorneys face, and the importance of mental health, well-being, and creating a more sustainable definition of professional success.

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  Delivering Direction & Control

  Episode 61 – Leveraging Capital: Rethinking Premium Financing and Legacy Planning with Skyler Wanberg

  Aug 26, 202633 min

  In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Skyler Wanberg – Executive VP, Legacy Funding at Leverage Capital Partners – for a conversation on innovative premium funding strategies and the role life insurance can play in sophisticated legacy planning. Skyler shares his entrepreneurial journey—from launching a life insurance brokerage at 19 to building and exiting companies across several industries before ultimately returning to insurance. David and Skyler then compare traditional premium financing with Leverage Capital Partners’ model, examining how existing assets and customized funding structures may be used to fund large life insurance policies with little or no out-of-pocket cost. Through examples involving professional athletes, business owners, and multigenerational families, they explore how these strategies may support estate tax planning, create tax-advantaged income, and preserve wealth across generations. They also discuss the importance of independent trustees and advisors, Irrevocable Life Insurance Trusts, Private Placement Life Insurance, and how these tools can work alongside South Dakota trusts as part of a comprehensive legacy plan.

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  Delivering Direction & Control

  Episode 59 – Investments and Independence with Jason Levey

  Jun 22, 202638 min

  In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Jason Levey – Chief Executive Officer of Canterbury Consulting – to discuss the evolving landscape of investment consulting, family wealth planning, and independent advice. Jason shares how Canterbury has remained independent since its founding in 1988, reflecting many of the same principles that have guided Bridgeford's growth. The discussion explores why a conflict-free advisory model continues to matter as the financial services industry becomes increasingly consolidated. The conversation addresses the challenges facing today's ultra-high-net-worth families, including multi-generational wealth transfer, governance, philanthropy, and the often-overlooked "3%" of wealth planning that extends beyond investment performance. David and Jason also discuss artificial intelligence, cryptocurrency, geopolitical uncertainty, and the importance of helping families navigate change while maintaining a long-term perspective.

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  Delivering Direction & Control

  Episode 58 – The Evolution of Asset Protection Planning with Josh Bennett

  May 12, 202642 min

  In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – is joined by Josh Bennett, Esq. – Attorney & Asset Protection Expert – for a deep dive into the evolving world of asset protection planning. Drawing on decades of experience representing clients across the United States and internationally, Josh shares insights on domestic and offshore asset protection strategies, creditor protection planning, privacy considerations, and the growing role of Directed Trusts. The conversation also explores how top-tier jurisdictions such as South Dakota have expanded planning opportunities by offering greater flexibility, protection, and long-term planning advantages through tools such as Trust Protectors and Investment Advisors. Throughout the episode, Josh also reflects on themes in his book, The Ultimate Guide to Asset Preservation, emphasizing that effective asset protection planning is not about secrecy or avoiding obligations, but rather implementing responsible, well-structured planning designed to protect families and preserve wealth for future generations.

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  Delivering Direction & Control

  Episode 57 – A Modern Approach to Trust and Estate Planning with Porzio, Bromberg & Newman

  Apr 27, 202659 min

  In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – is joined by Deirdre Wheatley-Liss, Maria Galante, and Daniel Makoski of Porzio, Bromberg & Newman, P.C., a full-service law firm with a growing footprint across the East Coast, Florida, and Puerto Rico. Together, they discuss the evolving role of trust and estate planning in a rapidly changing world and what it means to deliver practical, client-centered legal guidance today. The conversation explores key issues facing families and business owners, including asset protection, privacy, closely held business succession, international planning, and the increasing complexity surrounding immigration and cross-border matters. They also highlight Porzio’s continued growth, including its expanding immigration capabilities, unique Puerto Rico presence, and broader approach to problem-solving across legal, compliance, government affairs, and business advisory services. Throughout the episode, David and the Porzio team emphasize the importance of collaboration, education, and leading with solutions as clients navigate uncertainty, evolving laws, and increasingly complex planning considerations.

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