Podcast by Bridgeford Trust Company
Delivering Direction and Control
Claim This Podcastby Bridgeford Trust Company
5.0(7 reviews)
59 episodes
Updated Bi-weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
16
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality5
Social0
YouTube0
Engagement68
Podcast Overview
Podcast by Bridgeford Trust Company
Language
🇺🇲
Publishing Since
1/31/2019
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16
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality5
Social0
YouTube0
Engagement68
5
Excellent Areas
1
Good Performance
13
Growth Opportunities
excellent
Episode Length
32 minutes
Performing excellently!
good
Website Presence
1 link(s)
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poor
Publishing Consistency
Every 48 days
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Recent Episodes
June 23, 2026
Episode 59 – Investments and Independence with Jason Levey
In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Jason Levey – Chief Executive Officer of Canterbury Consulting – to discuss the evolving landscape of investment consulting, family wealth planning, and independent advice. Jason shares how Canterbury has remained independent since its founding in 1988, reflecting many of the same principles that have guided Bridgeford's growth. The discussion explores why a conflict-free advisory model continues to matter as the financial services industry becomes increasingly consolidated. The conversation addresses the challenges facing today's ultra-high-net-worth families, including multi-generational wealth transfer, governance, philanthropy, and the often-overlooked "3%" of wealth planning that extends beyond investment performance. David and Jason also discuss artificial intelligence, cryptocurrency, geopolitical uncertainty, and the importance of helping families navigate change while maintaining a long-term perspective.
May 12, 2026
Episode 58 – The Evolution of Asset Protection Planning with Josh Bennett
In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – is joined by Josh Bennett, Esq. – Attorney & Asset Protection Expert – for a deep dive into the evolving world of asset protection planning. Drawing on decades of experience representing clients across the United States and internationally, Josh shares insights on domestic and offshore asset protection strategies, creditor protection planning, privacy considerations, and the growing role of Directed Trusts. The conversation also explores how top-tier jurisdictions such as South Dakota have expanded planning opportunities by offering greater flexibility, protection, and long-term planning advantages through tools such as Trust Protectors and Investment Advisors. Throughout the episode, Josh also reflects on themes in his book, The Ultimate Guide to Asset Preservation, emphasizing that effective asset protection planning is not about secrecy or avoiding obligations, but rather implementing responsible, well-structured planning designed to protect families and preserve wealth for future generations.
April 27, 2026
Episode 57 – A Modern Approach to Trust and Estate Planning with Porzio, Bromberg & Newman
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – is joined by Deirdre Wheatley-Liss, Maria Galante, and Daniel Makoski of Porzio, Bromberg & Newman, P.C., a full-service law firm with a growing footprint across the East Coast, Florida, and Puerto Rico. Together, they discuss the evolving role of trust and estate planning in a rapidly changing world and what it means to deliver practical, client-centered legal guidance today. The conversation explores key issues facing families and business owners, including asset protection, privacy, closely held business succession, international planning, and the increasing complexity surrounding immigration and cross-border matters. They also highlight Porzio’s continued growth, including its expanding immigration capabilities, unique Puerto Rico presence, and broader approach to problem-solving across legal, compliance, government affairs, and business advisory services. Throughout the episode, David and the Porzio team emphasize the importance of collaboration, education, and leading with solutions as clients navigate uncertainty, evolving laws, and increasingly complex planning considerations.
59 total episodes available
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Justyn Volesko
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Frequently asked questions
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- What is Delivering Direction and Control?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
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This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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Information about guest appearances is not available.
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