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AZ Tech Roundtable 2.0

AZ Tech Roundtable 2.0 with Matt Battaglia

The show where EntrepreneursTop Executives, Founders, and Investors come to share insights about the future of business


AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving

Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more… 


AZ TRT Podcast Home Page:

‘Best Of’ AZ TRT Podcast: Click Here 

Wealth for Life: HERE


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Sep 9, 2020

Asset Protection w/ Ike Devji of Arizona Wealth Law 

- BRT S01 EP31 9-06-20


Guest: Ike Devji Asset Protection Attorney

w/ Arizona Wealth Law


Ike’s expertise in the areas of asset protection, trusts, LLC,, off shore asset protection, and lawsuit protection strategies. Ike also covers areas business owners should consider when selling their business. He is an AZ resident for 40 years and graduated from University of Arizona who has spoken, taught classes and written numerous articles (over 300) on asset protection, and books. Ike's client base is over 5000 with collected $5 Billion in personal assets. 

He discusses asset protection, trusts, LLC, off shore asset protection and lawsuit protection strategies. Ike also covers areas business owners should consider when selling their business.

We ask Ike:

  1. What is 'asset protection'? Is it different from estate planning? 

  2. Why can't we just buy insurance? 

  3. What are the biggest mistakes people make in protecting their wealth?
  4. What assets does Arizona law protect? 
  5. Who needs it? What are the risk factors? 

What are some current risks business owners need to be aware of related to COVID19?


Notes on Asset Protection:

Stripped-out equity

One option for protecting your assets is to pull the equity out of them and put that cash into assets that your state protects. Suppose, for example, that you own an apartment building and are concerned about potential lawsuits. If you took out a loan against the building's equity, you could place the funds in a protected asset, such as an annuity (if annuities are sheltered from judgments in your state).


Other Ways to Protect Your Assets

There are some inexpensive, simple ways to protect assets that anyone can implement:

  • Transfer assets to your spouse's name. However, if you divorce, the end results could be different from what you intended.
  • Put more money into your employer-sponsored retirement plan because it might have unlimited protection.
  • Buy an umbrella insurance policy that protects you from personal injury claims above the standard coverage offered by your home and auto policies.
  • Make the most of your state's laws regarding homesteads, annuities, and life insurance. Paying down your mortgage, for example, could protect cash that is otherwise vulnerable.
  • Don't mix business assets with personal assets. That way, if your company runs into a problem, your personal assets may not be at risk and vice versa.


  • As a business owner, it's your responsibility to do everything within your means to limit risk and to keep the business running smoothly.
  • It's wise for a small business to have an attorney on retainer.
  • Owners and their employees should avoid making libelous public pronouncements or conducting business that might be considered questionable.
  • Putting your business into a trust or incorporating it can help protect your personal assets in the event your firm is sued.
  • All businesses should obtain appropriate liability insurance and take steps to protect their computer systems from attack.



Guest: Denver Nowicz, President - Wealth For Life


Denver is an advisor with nearly 20 years experience working with clients in investments and insurance, designing retirement plans with a combo of both. He takes us through different strategies for clients to get the best allocations for their money over the long term. It is the Combo Strategy of both Offense and Defense, the synergy of the mix, not ‘All or Nothing’.


Denver joins Matt to discuss asset protection specific to investments and protecting business equity.



Link to Taxes Show on 10/31/2021 w/ Denver: Here

Link to Offense / Defense Show on 6/6/2021 w/ Denver: Here

Link to Shows, Denver was a Guest: Here



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More 'Best of Investing': Here

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Business Roundtable with Matt Battaglia

The show where EntrepreneursHigh Level Executives, Business Owners, and Investors come to share insight and ideas about the future of businessBRT 2.0 looks at the new trends in business, and how classic industries are evolving

Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more… 

BRT Podcast Home Page:

‘Best Of’ BRT Podcast: Click Here

BRT Podcast on Google: Click Here

BRT Podcast on Spotify: Click Here                   

More Info:

KFNX Info:



Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.