Sign up to save your podcasts
Or
Share E073: How to Manage Your Wealth
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
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 OPERATORS
4.3
4242 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/
More shows like OPERATORS
View all
This Week in Startups
1,271 Listeners
Capitalism.com with Ryan Daniel Moran
729 Listeners
Shopify Masters
372 Listeners
Founders
1,877 Listeners
Noah Kagan Presents
908 Listeners
How to Take Over the World
795 Listeners
My First Million
2,618 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
8,756 Listeners
Acquisitions Anonymous - #1 for business buying, selling and operating
243 Listeners
The Startup Ideas Podcast
184 Listeners
Marketing Against The Grain
352 Listeners
Limited Supply
148 Listeners
The Andrew Faris Podcast
20 Listeners
Moneywise
640 Listeners
Marketing Operators
10 Listeners