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421: Net Worth Of $10M - Beyond Borders, Beyond Millions: A Deep Dive Into One Expats Global Wealth Strategy
Podcast: Millionaires Unveiled (LS 55 · TOP 0.5% what is this?)
Episode: 421: Net Worth Of $10M - Beyond Borders, Beyond Millions: A Deep Dive Into One Expats Global Wealth Strategy
Pub date: 2025-08-04
Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization
The podcast and artwork embedded on this page are from Jace Mattinson, CPA, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Episode: 421: Net Worth Of $10M - Beyond Borders, Beyond Millions: A Deep Dive Into One Expats Global Wealth Strategy
Pub date: 2025-08-04
Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization
Summary
In this episode, Adam shares his unique journey as an expat entrepreneur, discussing his investment strategies, asset allocation, and the importance of maintaining liquidity in his financial portfolio. He has a net worth of $10+ million with most of it in his business. He reflects on the challenges and rewards of running a business, the significance of cash management, and the lessons learned from navigating investments in various countries. Adam emphasizes the value of experiences over material possessions and the importance of surrounding oneself with positive influences. He concludes with insights on entrepreneurship and the realities of growth in business.
Takeaways
- Adam has lived overseas for 14 years, gaining a unique perspective on wealth.
- He focuses on helping expats and high-net-worth individuals with investments and wealth protection.
- His net worth is in the eight-figure range, primarily in company valuations and liquid assets.
- Adam prefers liquid assets over real estate due to tax disadvantages abroad.
- He believes cash should be seen as an opportunity for acquisitions rather than a long-term hold.
- Having cash on hand is crucial for business owners to seize unexpected opportunities.
- Investment strategies should adapt to changing economic conditions and personal circumstances.
- Travel and experiences provide lasting value compared to material possessions.
- Surrounding oneself with positive influences is essential for personal and professional growth.
- Entrepreneurship often requires patience and resilience, with success not always being linear.
The podcast and artwork embedded on this page are from Jace Mattinson, CPA, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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By Wenbin Fang / Listen NotesPodcast: Millionaires Unveiled (LS 55 · TOP 0.5% what is this?)
Episode: 421: Net Worth Of $10M - Beyond Borders, Beyond Millions: A Deep Dive Into One Expats Global Wealth Strategy
Pub date: 2025-08-04
Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization
The podcast and artwork embedded on this page are from Jace Mattinson, CPA, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Episode: 421: Net Worth Of $10M - Beyond Borders, Beyond Millions: A Deep Dive Into One Expats Global Wealth Strategy
Pub date: 2025-08-04
Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization
Summary
In this episode, Adam shares his unique journey as an expat entrepreneur, discussing his investment strategies, asset allocation, and the importance of maintaining liquidity in his financial portfolio. He has a net worth of $10+ million with most of it in his business. He reflects on the challenges and rewards of running a business, the significance of cash management, and the lessons learned from navigating investments in various countries. Adam emphasizes the value of experiences over material possessions and the importance of surrounding oneself with positive influences. He concludes with insights on entrepreneurship and the realities of growth in business.
Takeaways
- Adam has lived overseas for 14 years, gaining a unique perspective on wealth.
- He focuses on helping expats and high-net-worth individuals with investments and wealth protection.
- His net worth is in the eight-figure range, primarily in company valuations and liquid assets.
- Adam prefers liquid assets over real estate due to tax disadvantages abroad.
- He believes cash should be seen as an opportunity for acquisitions rather than a long-term hold.
- Having cash on hand is crucial for business owners to seize unexpected opportunities.
- Investment strategies should adapt to changing economic conditions and personal circumstances.
- Travel and experiences provide lasting value compared to material possessions.
- Surrounding oneself with positive influences is essential for personal and professional growth.
- Entrepreneurship often requires patience and resilience, with success not always being linear.
The podcast and artwork embedded on this page are from Jace Mattinson, CPA, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.