John Jennings, financial advisor to ultra high net worth investors, discusses a myriad of topics related to issues that extreme wealth has with individuals and families. We also discuss mental models, ikigai, and wealth preservation secrets.

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Phil Weiss | Apprise Wealth Management

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For more information, visit the show notes at https://moneytreepodcast.com/ultra-high-net-worth-issues-john-jennings