I Wish Somebody Told Me

A lot of times as business owners, nobody sat us down and explained how to protect what we build. No one in our family talked about trusts, wills, probate, or what happens to everything we worked for when we are gone. Most of us figured it out too late. Our families paid the price because we never figured it out at all. I Wish Somebody Told Me is the show that fills that gap. Visit shadrachco.com to build your financial strategy and take the first step toward protecting everything you have built. Every episode breaks down estate planning, asset protection, and wealth transfer in plain language. No jargon. No gatekeeping. No assumptions that you already know how this works. Because most of us were never taught. If you own a home, run a business, have children, or have anything worth protecting this show is for you. Topics we cover: how to avoid probate, the difference between a will and a trust, how to fund a trust properly, protecting your business for the next generation, estate planning for blended families, how to transfer wealth without court involvement, and the mistakes that cost families everything they built. Hosted by Jason Malone, founder of Shadrach & Co. Licensed estate planning advisor with a background in institutional finance and Wall Street. Jason built this practice specifically to give our community access to the same level of planning that wealthy families have used for generations. New episodes every two weeks. Subscribe so you never miss one. This podcast is for informational purposes only and does not constitute legal or tax advice.

I Wish Somebody Told Me is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts I Wish Somebody Told Me, a business show with 0 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  I Wish Somebody Told Me

  Who Gets Your Money When You Die? The Beneficiary Mistake Most People Overlook

  Aug 20, 202613 minS0

  You have a will. You may even have a living trust. But who is actually listed as the beneficiary on your 401(k), IRA, and life insurance? Learn more at fortitudefinancial.co<br /><br />In this episode of I Wish Somebody Told Me, host Jason Malone breaks down one of the most overlooked parts of estate and financial planning: beneficiary designations.<br /><br />We discuss why certain beneficiary designations can take priority over instructions in your will, the difference between primary and contingent beneficiaries, when you should review your accounts, and why major life events like marriage, divorce, children, and remarriage...

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  I Wish Somebody Told Me

  Living Trusts 101: Protect Your Assets, Avoid Probate & Build Your Legacy

  Aug 19, 202612 minS0

  🏡 You created a living trust…but did you FUND it? Signing the documents is only the beginning. At FortitudeFinancial.co you will find all you need to know about forming your trusts.  <br /><br />A properly structured estate plan may include transferring or coordinating assets such as:<br />🏠 Real estate<br />💰 Bank & investment accounts<br />🏢 Business interests<br />📈 Retirement accounts and beneficiary designations<br />🛡️ Life insurance policies<br /><br />The key is making sure your assets and beneficiary designations actually work together with your estate plan. A trust sitting in a binder isn't the goal. A properly coordinated plan is. Want to learn more about...

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  I Wish Somebody Told Me

  The Howard Hughes Estate Saga, Billions, Decades of Chaos, and No Will

  Aug 18, 202610 minS0

  Howard Hughes built one of the largest fortunes in America. But when he died in 1976, there was one major problem: no authenticated will could be found. Visit FortitudeFinancial.co What followed was an incredible estate saga involving competing heirs, alleged wills, years of court battles, and the infamous “Mormon Will” — a mysterious handwritten document that supposedly left part of Hughes’ fortune to a gas station operator who claimed he once rescued Hughes in the Nevada desert.In this episode of I Wish Somebody Told Me, hosted by Jason Malone, we unpack the Howard Hughes estate saga and the financial lessons hiding b...

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  I Wish Somebody Told Me

  Cash Flow Management for Business Owners

  Aug 15, 20263 minS0

  Cash flow is not the same as profit. And that difference is exactly what puts otherwise successful businesses out of operation. Visit fortitudefinancial.co to build your estate plan and take the first step toward protecting everything you have built. In this episode of I Wish Somebody Told Me, Jason Malone breaks down cash flow management in plain language and explains why profitable businesses still fail when cash is not managed properly. If you are a solo founder, small business owner, or growing company, mastering cash flow gives you leverage, flexibility, and control. It allows you to make better decisions...

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  I Wish Somebody Told Me

  Nobody Told Us That Owning It and Controlling It Are Two Different Things

  Aug 15, 202611 minS0

  Most people assume that owning something means they control what happens to it. That assumption is exactly what leaves families stuck, accounts frozen, and businesses stalled when something unexpected happens. Visit fortitudefinancial.co to build your estate plan and take the first step toward protecting everything you have built. In this episode of I Wish Somebody Told Me, Fortitude Financial breaks down why estate planning is not about death. It is about control. Who steps in when you cannot. Who signs when you are unavailable. Who keeps your business moving when you are not in the room. And what happens...

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