Significance of Wealth

Are you truly safeguarding your wealth, or are you leaving it exposed to unexpected risks? In this episode of the Significance of Wealth, host and wealth management expert Tom Ruggie sits down with Hillel Presser, a nationally recognized asset protection attorney who has been featured on major media outlets such as Fox, NBC, and CBS. Hillel shares his expert insights on how to protect your assets from lawsuits, creditors, and unforeseen liabilities. Whether you’re an ultra-high-net-worth individual, a business owner, or someone diligently building your financial future, this conversation offers actionable strategies you can’t afford to miss.

What you’ll learn:

• The Fundamentals of Asset Protection: What it is, why it’s essential, and how it differs from estate planning.
• Explore real-life examples of how asset protection can save millions.
• Practical advice on the best time to start protecting your assets.
• Misconceptions about insurance and estate planning that could cost you everything.

Hillel also offers a free resource book to help listeners take the first steps in protecting their wealth. To claim this offer, follow these steps:

• Visit www.assetprotectionattorneys.com
• Complete the contact form located on the home page.
• Mention the Significance of Wealth podcast in your message.
• Hillel will send you a complimentary copy of his book to get you started on securing your assets.

This episode is packed with expert advice and real-world examples that could make the difference between financial security and disaster. Tune in to discover the proactive steps you can take to ensure that the wealth you’ve worked so hard to build remains protected.

The expressed views, thoughts, and opinions belong solely to the host and/or guests and are not investment recommendations or opinions issued by Destiny Wealth Partners or its affiliates. Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor. Destiny Wealth Partners also conducts business under the name Destiny Family Office. Destiny Family Office podcasts are the sole property of Destiny Family Office, and information provided is for informational and educational purposes only. Destiny Family Office and its affiliates are not responsible for any human or mechanical errors or omissions. Parties may not reproduce these podcasts in any form without the express written consent of Destiny Family Office. Learn more at https://destinyfamilyoffice.com/disclosures/

Welcome to the Significance of Wealth with Tom Ruggie, founder and CEO of Destiny Family Office. Join us as we explore the complex world of wealth management and strategies tailored for ultra-high-net-worth individuals. In this episode, we are joined by Christian Garrett, Principal at 137 Ventures, a growth-stage venture firm. Christian shares his insights on navigating the venture capital landscape, including discussions on private investments and alternative assets.

In This Episode, We Discuss:

• The investment strategies employed by 137 Ventures, including their approach to private deals involving companies such as SpaceX and Anduril.
• The role of venture capital in wealth management and how 137 Ventures focuses on strategic investment opportunities.
• The significance of secondary markets and founder liquidity in 137 Ventures' investment approach.
• Christian Garrett’s career journey and his perspectives on business model dynamics in venture capital.
• A discussion on SpaceX's potential and its place in the broader investment landscape.

This episode provides an in-depth look at venture capital strategies and their potential impact on wealth management. Listen now to gain insights into the evolving world of wealth management and explore the considerations necessary for making informed investment decisions.

The expressed views, thoughts, and opinions in this episode of the Significance of Wealth belong solely to the host and/or guests and are not investment recommendations or offers to buy or sell securities or private investments by Destiny Wealth Partners or its affiliates. This podcast is for informational and educational purposes only. For more information on our disclosures, we invite you to visit our website www.DestinyFamilyOffice.com.

Join Tom Ruggie in this episode of the "Significance of Wealth" podcast as he sits down with Barry Meisel, President and CEO of MeiGray Group. Dive into the fascinating world of sports memorabilia authentication with a focus on Barry's groundbreaking work in photo matching. This episode centers on the highly anticipated auction of a potentially record-breaking Babe Ruth jersey, expected to sell for upwards of $30 million.

Barry shares his journey from a game-worn jersey collector in the late '70s to establishing MeiGray in 1997. Learn how photo matching, akin to fingerprint analysis, has transformed the authenticity verification process by comparing unique characteristics of memorabilia with photographic evidence. Barry explains the meticulous research and technology involved, using the Babe Ruth jersey as a prime example.

Discover the historical significance, the growth of the sports collectibles industry, and the increasing value of authenticated relics. Barry also discusses the importance of partnerships with sports leagues in enhancing the credibility and desirability of these collectibles.

Don't miss this deep dive into the world of sports memorabilia and the upcoming auction that could set a new record!

The expressed views, thoughts, and opinions in this episode of the Significance of Wealth belong solely to the host and/or guests and are not investment recommendations or offers to buy or sell securities or private investments by Destiny Wealth Partners or its affiliates. This podcast is for informational and educational purposes only. For more information on our disclosures, we invite you to visit our website www.DestinyFamilyOffice.com.

Welcome to The Significance of Wealth with Tom Ruggie, founder and CEO of Destiny Family Office. In each episode, Tom brings you fascinating topics and guests that reflect the independent thinking and tailored strategies he employs with his multifamily office clients. Together, we explore the evolving landscape of wealth management and ultra-high-net-worth investing, shedding light on alternative and private investments, and delving into the world of collecting as both a passion and an investment strategy.

In today's episode, we're honored to welcome Dr. Matt Leavitt, executive chairman and founder of Advanced Dermatology and Cosmetic Surgery. Dr. Leavitt is a nationally and internationally recognized physician, surgeon, educator, and humanitarian. We'll journey through his illustrious career, from his early days to his visionary approach to building successful medical empires.

Key Points Covered:

• Early Vision and Growth: Discover how Dr. Leavitt grew his practices from scratch into some of the largest in the world.
• Patient-Centered Philosophy: Learn about Dr. Leavitt’s patient-first approach and how it has driven his success.
• Hair Restoration Passion: Explore Dr. Leavitt's personal and professional passion for hair restoration, including his own experiences.
• Legacy and Family: Hear about the role of family in Dr. Leavitt's career, including his children’s involvement in the business.
• New Ventures: Get insights into Dr. Leavitt's latest projects, including Leavitt Health Care Advisors and Restore Biologics.
• Technological Advances: Understand the cutting-edge technologies and scientific advancements that are shaping the future of healthcare and hair health.

Practical Benefits:

• Inspiration and Motivation: Be inspired by Dr. Leavitt's journey from humble beginnings to industry leadership.
• Expert Insights: Gain valuable insights into the medical field, business growth strategies, and patient care.
• Practical Advice: Learn actionable tips on health, wellness, and leveraging new technologies for better outcomes.

Don't miss this enriching conversation that may transform the way you define the significance of wealth and success. Tune in now to The Significance of Wealth with Tom Ruggie for a deep dive into the dynamic world of wealth management, healthcare innovations, and much more.

The expressed views, thoughts, and opinions in this episode of The Significance of Wealth belong solely to the host and/or guests and are not investment recommendations or offers to buy or sell securities or private investments by Destiny Wealth Partners or its affiliates. This podcast is for informational and educational purposes only. For more information on our disclosures, we invite you to visit our website www.DestinyFamilyOffice.com.

Welcome to the “Significance of Wealth" podcast, hosted by Tom Ruggie, founder and CEO of Destiny Family Office. In this exclusive episode commemorating the highly anticipated baseball documentary "The Diamond King," Tom welcomes two extraordinary guests: Legendary Baseball Hall of Fame artist, Dick Perez, and esteemed filmmaker and director of the documentary, Marq Evans.

As the executive producer of the film, Tom delves deep into the captivating narrative of Dick Perez's journey, from his modest origins in Puerto Rico to becoming the official Baseball Hall of Fame artist celebrated for encapsulating the very essence of baseball through his masterful paintings. Dick shares how his love for the game intertwined with his artistic prowess, shaping his destiny and leaving an enduring legacy. Marq shares the deeply personal inspiration behind his decision to embark on the endeavor to create a documentary based on Dick Perez and the history of baseball, offering insights into the profound significance the project holds for him personally.

Discussion topics:

• The formative years of Dick Perez living in New York and how baseball ignited his passion for art.
• The evolution of Perez's career, transitioning from graphic design to becoming the official artist for the Philadelphia Phillies, which ultimately launched his career as an artist.
• The profound impact of Perez's artwork in encapsulating the rich history and sentimental value of baseball.
• The emotional resonance of collecting baseball cards and reliving childhood memories through art.
• Behind-the-scenes stories and inspirations driving the creation of the documentary.
• How Marq’s documentary will visually narrate the history of baseball through Perez's paintings.
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This episode promises a fresh perspective on the convergence of sports, art, and personal narrative. Inviting you to witness the magic behind baseball artistry and the profound impact of preserving cultural heritage through the strokes of a masterful artist's brush.

Discover how you can support the documentary by visiting the film’s website www.thediamondkingmovie.com.

The expressed views, thoughts, and opinions in this episode of The Significance of Wealth belong solely to the host and/or guests and are not investment recommendations or offers to buy or sell securities or private investments by Destiny Wealth Partners or its affiliates. This podcast is for informational and educational purposes only. For more information on our disclosures, we invite you to visit our website www.DestinyFamilyOffice.com.

Buckle up for an exhilarating ride through the world of exotic car collecting with Tom Ruggie, the host of "Significance of Wealth" podcast, as he sits down with Joe Sabatini, the President of Festivals of Speed. In this episode, Tom and Joe delve into the heart of passion, prestige, and philanthropy that drives the exotic car collecting community.

Here's what you can expect:

Discover the captivating origin story of Festivals of Speed and how it evolved from a small gathering to the ultimate luxury showcase for exotic and classic cars, motorcycles, boats, and more.

• Explore the diverse landscape of car collectors, from enthusiasts with a single cherished vehicle to apex collectors with impressive hundred-car collections.
• Uncover the powerful role of nostalgia in driving collectors' passions, as they seek to fulfill childhood dreams and relive cherished memories through their automotive treasures.
• Gain insights into the investment aspect of exotic car collecting and the delicate balance between passion and profit.
• Learn about the importance of succession planning and charitable contributions in preserving and leveraging the legacy of exotic car collections for future generations.

Join Tom and Joe as they rev up the engines and take you on a thrilling journey through the fascinating world of exotic car collecting. Whether you're a seasoned collector or an aspiring enthusiast, this episode promises to ignite your passion and inspire you to explore the significance of wealth beyond mere monetary value.

Get ready to shift into high gear and tune in to "Passion, Prestige, and Philanthropy: The High-Revving World of Exotic Car Collecting" on the Significance of Wealth podcast.

Are you a collector? Our Collectibles Scorecard examines your current position and your desired goals in crucial areas of collecting: acquiring, preserving, cataloging, insuring, valuing, and ultimately passing on your cherished items. By completing this scorecard, you'll gain invaluable insights to safeguard yourself, your collection, and your loved ones. It will highlight areas needing attention, empowering you to take actionable steps alongside your trusted advisors, enhancing your peace of mind. https://destinyfamilyoffice.com/collectibles-scorecard/

To learn more about Festivals of Speed, please visit www.festivalsofspeed.com.

The expressed views, thoughts, and opinions in this episode of The Significance of Wealth belong solely to the host and/or guests and are not investment recommendations or offers to buy or sell securities or private investments by Destiny Wealth Partners or its affiliates. This podcast is for informational and educational purposes only. Depending on the alternative fund discussed, you must be either an Accredited Investor or above. An Accredited Investor as defined is $1 Million dollars of investment net worth exclusive of primary residence. Or a Qualified Purchaser as defined as being $5 Million dollars of investment net worth exclusive of primary residence. For more information about the Destiny Funds, eligibility, or our disclosures, please visit our website at www.DestinyFamilyOffice.com.

Welcome to another episode of the Significance of Wealth podcast with your host, Tom Ruggie, founder and CEO of Destiny Family Office. In this episode, Tom sits down with Jeff Chang, president of CBOE Vest, to explore the intricate world of target outcome funds and how they’re providing investment solutions that focus on the potential for growth while limiting downside losses. 

Join Tom and Jeff as they delve into the fascinating journey of CBOE Vest, a company founded on the belief that “investors crave certainty in their outcomes.” From navigating the financial services industry to creating target outcome funds managing $21.7 billion in assets, Jeff shares insights that resonate with both seasoned investors and those new to the field.

Key Points Covered:

• The evolution of CBOE Vest and the factors that shaped its success.
• Jeff Chang's background, from a mortgage trader to co-founding CBOE Vest.
• The significance of utilizing exchange-traded options in wealth management.
• Destiny Family Office’s relationship with Chicago Board Options Exchange (CBOE) and First Trust Capital Partners, which add significant investment capabilities to the firm.
• Introduction to the Destiny Target Outcome Fund and its unique approach to income generation and downside protection.
• Simplifying the complexity of target outcome funds for investors.
• The dual strategy of generating income and protecting against market downturns.
• Retaining upside potential while covering a portion of the portfolio with options.
• The use of weekly options for accelerated decay and premium generation.

This episode provides a comprehensive understanding of target outcome funds and how investors can navigate the complex world of options to help achieve their financial goals. Learn practical strategies for income generation, downside protection, and what it might take to retain upside potential in an ever-changing market.

Tune in to this episode to unlock the secrets behind investment strategies and gain valuable insights into the world of target outcome funds. Don't miss out on this opportunity to redefine the significance of wealth in your financial journey!

The expressed views, thoughts, and opinions in this episode of The Significance of Wealth belong solely to the host and/or guests and are not investment recommendations or offers to buy or sell securities or private investments by Destiny Wealth Partners or its affiliates. This podcast is for informational and educational purposes only. Depending on the alternative fund discussed, you must be either an Accredited Investor and above. An Accredited Investor as defined is $1 Million dollars of investment net worth exclusive of primary residence. Or, a Qualified Purchaser as defined as being $5 Million dollars of investment net worth exclusive of primary residence. For any questions regarding the Destiny Funds, we invite you to visit our web site or eligibility, we invite www.DestinyFamilyOffice.com.

Welcome to the inaugural episode of "The Significance of Wealth" podcast with Tom Ruggie, founder and CEO of Destiny Family Office. Hosted by Martie Salt, this podcast delves into the evolving landscape of wealth management. In each episode, Tom explores independent thinking and tailored strategies that go beyond financial expectations, shedding light on alternative and private investments, as well as the world of collecting as both a passion and investment strategy.

Key Points:

• Defining Success Beyond Financial Norms: Tom reflects on success with a broad lens, challenging traditional definitions.
• Financial Journey and Entrepreneurship: Tom shares his 30+ years of experience, from a stroke of luck to founding Destiny Family Office.
• Core Values and Client Success: Discover the core values that have contributed to Tom's recognition as a top advisor, emphasizing the golden rule of treating clients as he would want to be treated.
• Three Uniques of Destiny Family Office: Tom elaborates on the family office structure, investment platform, and unique collectibles aspect that sets his firm apart.
• Passion for Collectibles: Learn about Tom's extensive sports memorabilia collection, autographs from legends like Babe Ruth and Muhammad Ali, and his unique approach to helping collectors plan for the future.
• The Journey to $1 Billion in Assets: Tom discusses the path to exceeding $1 billion in assets under management and shares future goals for the firm.
• Adapting to Change: Tom reflects on staying ahead of industry changes, adapting to technology, and working towards a next-gen business model.
• The Role of AI in Wealth Management: Tom explores the potential impact of AI on marketing, investment selection, and the evolving landscape of financial advisory services.
• "The Significance of Wealth" Podcast Structure: Tom outlines the podcast's three silos, focusing on family office needs, investment alternatives, and the world of collectibles.

Join Tom as he redefines the significance of wealth, offering insights, inspiration, and practical advice to transform your perspective on success, investing, and the true meaning of wealth. Don't miss out—tune in to explore the multifaceted world of wealth on "The Significance of Wealth" podcast!

The expressed views, thoughts, and opinions in this episode of The Significance of Wealth belong solely to the host and/or guests and are not investment recommendations or offers to buy or sell securities or private investments by Destiny Wealth Partners or its affiliates. This podcast is for informational and educational purposes only. Depending on the alternative fund discussed, you must be either an Accredited Investor and above. An Accredited Investor as defined is $1 Million dollars of investment net worth exclusive of primary residence. Or, a Qualified Purchaser as defined as being $5 Million dollars of investment net worth exclusive of primary residence. For any questions regarding the Destiny Funds, we invite you to visit our web site or eligibility, we invite www.DestinyFamilyOffice.com.