WT024: Alternative Investments & Due Diligence

WealthTalk - money, wealth and personal finance.

English - July 17, 2019 04:20 - 38 minutes - 35.8 MB - ★★★★★ - 7 ratings
Investing Business Education wealthtalk finance wealth kevin whelan money christian rodwell wealthbuilders wealth builders assets property Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: WT023: Using Trusts To Protect Your Assets

Next Episode: WT025: Foundation Members Share Their Progress

The principle of due diligence is risk mitigation. Wealth is about managing returns and managing risk. In today’s episode Kevin Whelan shares 5 areas which may be useful for you to check off when approaching your own research into investment opportunities. You’ll also hear some alternative investing strategies from two more WealthBuilder clients including crowdfunding and investing in businesses.

Show contributors - Michelle Bryant, Mike Hedgecox.

Resources Mentioned In This Episode:

Listen to Episode 06 - Using Wealth Dynamics to Find Your Personal Flow
Listen to Episode 09 - The Wheel of Wealth

5 STEPS OF DUE DILIGENCE:
Personal
Product
People
Property
Process

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