))
S2Ep149: Protecting Wealth 101
Manage episode 381819143 series 2827196
İçerik Allan Draper tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Allan Draper 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.
In episode #149, Allan chats with Ted Oakley. Ted founded Oxbow Advisors, an investing firm that specializes in advising high net worth clients. Topics include:
- Why investing balance is important for entrepreneurs (2:29)
- Exiting a cycle of only re-investing into ne’s company (4:35)
- The importance of liquidity (7:47)
- Economic expectations in the next 18 months (12:51)
- A healthy fear with successful investing (15:42)
- Advice to someone who just sold a business for $10mil (17:58)
- Considering an investor’s personality, along with financial figures (21:03)
- Where people can find Ted (24:12)
For the latest from Allan, give him a follow on Instagram!
https://www.instagram.com/realallandraper/
And check out his website at allandraper.com!
169 bölüm
Paylaş
