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E073: How to Manage Your Wealth
Description
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
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