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Episode 143 — Nick Bartolo: Not Your Typical Wealth Advisor
Manage episode 375720042 series 2899207
İçerik The Boardroom Buzz tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan The Boardroom Buzz veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Definitely qualified (CFA, CPA, MBA) and without the typical cookie cutter approach, Nick Bartolo of Essential Partners, steps into The Boardroom to chat through the world of wealth management. More than just diversifying assets and ensuring performance, Nick introduces a unique framework to grow and protect one's wealth. With ever-changing economic conditions, what thoughts (and emotions) come to mind as you think about your financial future?
Speaking of emotions, wealth advisors are not only investment guides but act as buffers to provide emotional distance and manage risk. With most advisors acting more like salespeople than genuine investment professionals, how can you make the right choice for your financial journey?
Tune in to hear about “The Money Illusion”, the realities of the 60/40 portfolio strategy (60% stocks, 40% bonds), and the US economy’s historic lack of soft landings.
Audio Mixing and Editing by www.verbell.ltd
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