• S2Ep149: Protecting Wealth 101

  • Nov 2 2023
  • Length: 25 mins
  • Podcast
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S2Ep149: Protecting Wealth 101

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  • Summary

  • In episode #149, Allan chats with Ted Oakley. Ted founded Oxbow Advisors, an investing firm that specializes in advising high net worth clients. Topics include:

    • Why investing balance is important for entrepreneurs (2:29)
    • Exiting a cycle of only re-investing into ne’s company (4:35)
    • The importance of liquidity (7:47)
    • Economic expectations in the next 18 months (12:51)
    • A healthy fear with successful investing (15:42)
    • Advice to someone who just sold a business for $10mil (17:58)
    • Considering an investor’s personality, along with financial figures (21:03)
    • Where people can find Ted (24:12)

    For the latest from Allan, give him a follow on Instagram!
    https://www.instagram.com/realallandraper/

    And check out his website at allandraper.com!
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