Steven Podnos

CFP®, MD
Personal Finance, Retirement, Investing
89%
Helpful
1
Answers
10
Articles
13
Followers
“Steven Podnos, CEO of Wealth Care LLC, works with his clients on a long-term basis as partners in achieving the things that are most important to them in life.”
Firm:

Wealth Care LLC

Job Title:

CEO

Biography:

Steven Podnos is the principal of Wealth Care, LLC, a firm with a goal to help clients achieve their goals and dreams through highly personalized, full-service financial planning and investment management. After obtaining his MD from the University of Florida, Steven went on to complete a residency and fellowship in pulmonary/critical care medicine at the University of Texas Southwestern Medical School.

After completing his medical training, Steven practiced pulmonary and critical care medicine in Central Florida. During this time, he always had a strong interest in personal finance and managed money for family and friends. After many years, Steven decided to make his passion his career.

Steven went on to earn an MBA and a CFP®, and soon after opened Wealth Care LLC in 2002. Wealth Care LLC is a fee-only Registered Investment Advisor that now advises 120 families nationwide. Steven is a Lieutenant Colonel and Flight Surgeon in the US Air Force Reserve. He was also named as an official CFP Board ambassador in 2014. Steven wrote and published the book “Building and Preserving Your Wealth,” which is available on Amazon.com.

Education:

BS, Biomedical Sciences, University of Florida
MD, University of Florida

Assets Under Management:

$250 million

Fee Structure:

Fee Only

CRD Number:

4642467

All Articles
Sort By:
Most Helpful
October 2016
    Investing, Personal Finance, Retirement Savings
February 2017
    Financial Planning, Life Insurance
August 2017
    Investing, Financial Planning
November 2016
    Investing, Asset Allocation, Taxes
April 2017
    Financial Planning, Choosing an Advisor

All Answers
Sort By:
Most Helpful
    Estate Planning
In the event of a divorce, can your spouse get rights to a revocable or irrevocable trust that you have been named the beneficiary of?

If you are the sole trustee AND beneficiary of an irrevocable trust for your benefit, it is possible that the court would invade the trust for your ex.  If you have an independent trustee or co-trustee, this is less likely.   A revocable trust (living trust) is completely open to both marital and other creditors.

 

Child support can definitely trigger an irrevocable trust invasion.  

February 2018