195. Wealth Management and Investment Strategies For The Wealthy Global Citizen | Steven Selengut

Work, Wealth & Travel - A Digital Nomad Podcast

English - April 07, 2024 10:00 - 31 minutes - 28.5 MB
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Previous Episode: 194. Understanding Global Citizenship: Residency and Citizenship Options in Latin America

Next Episode: 196. From Life Shattering Debt to Global Wealth (& Owning a Castle)! | Simone Milasas

Nicole is joined by investment veteran Steven Selengut. They discuss the nuances of creating a lifestyle by design, focusing on entrepreneurship, money, finance, taxes, and residencies. Steven shares his journey of managing private portfolios for over 45 years, from an upper-middle-class background to building a successful investment-oriented life.

They delve into topics like the importance of investing, managing portfolios, understanding securities, setting up a resilient portfolio, and implementing the 4% annual withdrawal rule.

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