Rich Habits Podcast

90: Demystifying Private Wealth Management


Listen Later

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz sat down with the Co-CEO of Titan -- Joe Percoco.

Private wealth management is no longer something only provided to the ultra-wealthy, thanks toTitan.

This "wealth management firm in your pocket" offers the everyday investor sophisticated analysis, passive index investing, an actively-managed strategy, and in-real-life events to their members -- unlocking the best of both worlds.

💰 ⁠Click here to try Titan and get one month free!⁠ Simply use the code RICHHABITS when prompted during sign up.

---

It's time you have a clear understanding of how much you're making, and more importantly, how much you're spending every month.

With Monarch Money, you unlock a bird's eye view of you financial situation -- giving you the tools and resources to get ahead.

🔥 VisitMonarchMoney.com/HABITS for 30% off your first year!

---

Have you started diversifying your investment portfolio into real estate yet? With the Fundrise Flagship Fund, it's never been easier to add single-family, multi-family, and commercial real estate to your investment portfolio.

💥 Get started with as little as $50. Visit Fundrise.com/RichHabits⁠ to add real estate to your portfolio today!

---

⭐ Download our FREE Budgeting Template ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⭐ Earn 5.1% on your savings with a High-Yield Cash Account ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⭐ Trade stocks, options, music royalties and crypto on Public ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⭐ Get a $35 bonus when you start saving & investing with Acorns ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⭐ Automatically buy stock where you shop with Grifin ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⭐ Protect your family with term life insurance from Suriance ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⭐ Use code “Spotify” for 15% off our 4-module video course – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⭐ Optimize your portfolio with Seeking Alpha ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

---

👤 Explore everything Austin does – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

👤 Explore everything Robert does – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

❓ Ask us questions for our Q&A episodes – @richhabitspodcast on Instagram

📬 Inquire about working together – [email protected]

...more
View all episodesView all episodes
Download on the App Store

Rich Habits PodcastBy Austin Hankwitz and Robert Croak

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

448 ratings


More shows like Rich Habits Podcast

View all
Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,555 Listeners

BiggerPockets Real Estate Podcast by BiggerPockets

BiggerPockets Real Estate Podcast

16,773 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,232 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,990 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

807 Listeners

NerdWallet's Smart Money Podcast by NerdWallet Personal Finance

NerdWallet's Smart Money Podcast

868 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

670 Listeners

Millionaires Unveiled by Jace Mattinson, CPA

Millionaires Unveiled

900 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,084 Listeners

The Personal Finance Podcast by Andrew Giancola

The Personal Finance Podcast

1,411 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

40 Listeners

All the Hacks: Money, Points & Life by Chris Hutchins

All the Hacks: Money, Points & Life

1,614 Listeners

The Money Mondays by Dan Fleyshman

The Money Mondays

468 Listeners

The Rundown by Public.com

The Rundown

410 Listeners

Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Savings, Spending, Financial Freedom, and How to Retire for Gen Xers by Dalene Higgins - Money Coach, Retirement Coach, CEO

Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Savings, Spending, Financial Freedom, and How to Retire for Gen Xers

29 Listeners