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E073: How to Manage Your Wealth

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Manage episode 439321051 series 3473759
Konten disediakan oleh OPERATORS. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh OPERATORS atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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 episode

Artwork
iconBagikan
 
Manage episode 439321051 series 3473759
Konten disediakan oleh OPERATORS. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh OPERATORS atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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 episode

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