The Essentials of Wealth and Risk Management | AWM Insights #170
AWM Insights Financial and Investment News
English - September 15, 2023 20:00 - 11 minutes - 10.7 MBInvesting Business News Business News pro athlete financial advisor athlete wealth management finance athlete financial advisor wealth management investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Gathering, Preserving, and Expanding Your Wealth | AWM Insights #169
The concept of “making it” or crossing the finish line in your Wealth journey is like the tooth fairy. It would be awesome if it existed, but it doesn’t.
Preserving your wealth is a full-time job, and if done well, it’s a job that will be carried out past your lifetime. Working with a financial “Quarterback” helps your wealth grow and protects you from the unnecessary and avoidable risks that can erode your wealth.
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Episode Highlights
0:00 Intro0:31 What are the risks that can destroy your wealth?3:16 Why not all kinds of risks are bad3:45 The importance of Estate Planning and Family Dynamics7:05 The Importance of Liability Planning8:25 Death and disability planning10:00 The importance of having a financial “Quarterback”11:33 Text us!