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E073: How to Manage Your Wealth
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
Operators Exclusive Slack: https://join.slack.com/t/9operators/shared_invite/zt-20pd2eq4n-UVM6oTQkdltEwLINwkCWIA
Powered By:
Fulfil.io.
https://bit.ly/3pAp2vu
The Only Cloud ERP Designed to Efficiently Scale 8 and 9-Figure Brands.
Northbeam.
https://www.northbeam.io/
Postscript.
https://postscript.io/
Subscribe to The Marketing Operators Podcast here:https://www.youtube.com/@MarketingOperators
Sign up to our weekly newsletter here: https://www.9operators.com/
View all episodes
By Sean Frank, Mike Beckham, Matt Bertulli, and Jason Panzer
4.3
4747 ratings
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
Operators Exclusive Slack: https://join.slack.com/t/9operators/shared_invite/zt-20pd2eq4n-UVM6oTQkdltEwLINwkCWIA
Powered By:
Fulfil.io.
https://bit.ly/3pAp2vu
The Only Cloud ERP Designed to Efficiently Scale 8 and 9-Figure Brands.
Northbeam.
https://www.northbeam.io/
Postscript.
https://postscript.io/
Subscribe to The Marketing Operators Podcast here:https://www.youtube.com/@MarketingOperators
Sign up to our weekly newsletter here: https://www.9operators.com/
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