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Keenan Roberts Podcasts

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Welcome to The Keenan Roberts Advantage, where we discuss how families and business owners tactically grow and preserve wealth for generations to come. There's a right way and a wrong way to protect your business, grow wealth and transfer it. But most people only learn the hard way when it's too late. The advantage you get here is learning the strategies used by the wealthy, by top business owners, and by those who don't just make money, but know how to keep it. I'm here to break down these ...
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What your attorney won’t tell you could cost you your legacy. In this explosive episode of The Keenan Roberts Advantage, we expose the hidden risks behind statutory trusts—the state-approved estate planning structures that high-net-worth families are told to trust… but that often leave them exposed, overtaxed, and powerless. Keenan breaks down: Why…
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Most people think life insurance is just a death benefit. But in this episode, we flip the script. Kenan Roberts dives into how to use life insurance and trusts together to protect your wealth, preserve control, and create strategic liquidity—without triggering estate taxes, probate, or financial chaos. Learn why the traditional Irrevocable Life In…
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🎙️ Episode Title: How a Simple Will Could Cost Your Family Everything 📌 Description: Think a will is enough to protect your family and assets? Think again. In this powerful episode of The Keenan Roberts Advantage, Keenan breaks down why relying on a will alone could leave your loved ones vulnerable to probate delays, unexpected legal costs, public …
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In 2025, asset protection isn’t optional—it’s a necessity. Lawsuits, estate taxes, and IRS audits are increasing, and business owners who don’t plan ahead risk losing everything. In this episode of The Keenan Roberts Advantage, we break down the top risks you need to know and the best strategies to safeguard your wealth. 🔹 Lawsuits & Liability: Why…
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Episode 2: How A Trust Strategy Can Keep Wealth in the Family for Generations Most business owners think transferring wealth means selling assets to the next generation, but what if there was a smarter way? In this episode of The Keenan Roberts Advantage, I break down how the wealthy structure their trusts to keep wealth in the family for generatio…
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Are you protecting your business and assets the right way? Or are you unknowingly leaving everything you’ve built vulnerable to lawsuits, estate taxes, and probate battles? In this very first episode of The Keenan Roberts Advantage, we’re exposing the hidden risks that most business owners face and breaking down exactly why having a trust is essent…
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