Investing · Joel Baker

True Wealth with Joel Baker

by Joel Baker

#32 Investing
▼9 today #125 Business
▼24 today

You didn't build your wealth by accident — and you shouldn't leave your legacy to chance. True Wealth with Joel Baker brings together the world's sharpest minds in wealth optimization, estate strategy, and legacy planning for one purpose: to help high-net-worth families preserve what they've built and pass it on with intention. Each week, Joel Baker — wealth planner, author, and former elite athlete — goes deep with estate planning attorneys, tax strategists, trust professionals, and family governance consultants who make generational wealth possible. Because real wealth isn't just what you have. It's what endures.

Latest episodes

Showing 5 · updated from the feed

Episode 4: Why Your Durable Power of Attorney Matters Most

The most important estate planning document is not a will or a trust. In this episode of True Wealth with Joel Baker, Joel discusses estate planning with Florida attorne

Oct 21
36 min

Episode 3: How High Net Worth Families Stop Overpaying Taxes

Billionaires pay taxes, but they refuse to overpay them. In this episode of True Wealth with Joel Baker, Joel discusses tax strategy and wealth protection with CFA and C

Oct 14
15 min

Episode 2: Protecting Family Wealth from Rags to Riches to Rags

Your estate plan is not a one-time transaction, and treating it like one could cost your family everything you built. In this episode of True Wealth with Joel Baker, Joe

Oct 7
24 min

Episode 1: The 1031 Exchange: Build Wealth Tax-Free

The tax you owe on your real estate sale could become the fuel for your next investment. In this episode of True Wealth with Joel Baker, Joel discusses the power of the

Sep 30
16 min

True Wealth with Joel Baker

Sep 21
1 min