True Wealth with Joel Baker
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.
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 attorney Andrew Rosenberg. Andy explains why a durable power of attorney matters more than a will or a trust. He shares wild client stories that show the price of waiting. You will learn why everyone, even a new 18-year-old adult, needs a plan.
Key Takeaways:
→ A durable power of attorney is the most important document in your estate plan.
...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 CPA Douglas Carpenter. Doug explains why most high net worth families leave real money on the table. He reveals where business problems hide and why every owner needs an exit strategy. You will also learn the simple monthly habit that keeps you in control of your assets.
Key Takeaways:
→ Billionaires pay taxes, but they refuse to overpay them.
...
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, Joel discusses estate and business planning with Chris Papin, a CPA, attorney, and licensed insurance producer. Chris reveals why the biggest mistake families make is treating their estate plan as a one-time event. He explains how the right structures protect heirs from themselves and keep wealth from vanishing by the third generation. They also dig into the most overlooked decision in any large estate: choosing...
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 1031 exchange with Dave Foster, Qualified Intermediary and founder of The 1031 Investor. Dave explains how investors can sell and buy real estate throughout their lives without paying capital gains or depreciation recapture tax. He walks through the strict 45-day and 180-day deadlines, the rules for reinvesting, and why a QI must be in place before you close. The result is compounding wealth that...
True Wealth with Joel Baker
