• E073: How to Manage Your Wealth

  • Sep 11 2024
  • Length: 55 mins
  • Podcast

E073: How to Manage Your Wealth

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  • Summary

  • 00:00 Introduction

    07:24 The Viral Tweet and Perspectives on Wealth Advisors

    15:21 Promise 1: Control

    16:14 Promise 2: Exclusive Access to Investment Opportunities

    24:25 Promise 3: Access to Events

    25:49 Promise 4: New Financial Instruments

    26:48 Promise 5: Safety

    27:15 Conclusion and Importance for Entrepreneurs

    28:13 Borrowing Against Non-Liquid Assets: Benefits and Risks

    31:34 The Controversy of Taxing Unrealized Capital Gains

    39:17 The Importance of Having a Clear Sense of Purpose

    44:03 The Need for Liquidity to Weather Economic Storms

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