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E073: How to Manage Your Wealth

55:03
 
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Manage episode 439321051 series 3473759
Kandungan disediakan oleh OPERATORS. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh OPERATORS atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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/

  continue reading

83 episod

Artwork
iconKongsi
 
Manage episode 439321051 series 3473759
Kandungan disediakan oleh OPERATORS. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh OPERATORS atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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/

  continue reading

83 episod

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