E073: How to Manage Your Wealth

OPERATORS

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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