In this episode of the Winners Find a Way show, host Trent Clark is joined by Nick Stenger, CEO & Financial Advisor at Stenger Family Office to discuss wealth management, family office investing, and the challenges that come with having a lot of money. 

 

They explore the misconception that money solves all problems and delve into the importance of planning and the Holistic Approach to Wealth Management and investing and sustainability when it comes to maintaining wealth.

 

Tune in for valuable insights and ideas on how to navigate the world of wealth management.



Learn More From Nick Stenger

[00:01:32] Challenges of managing wealth.

[00:05:08] Loyola's impact on Chicago education.

[00:09:41] Internships and career satisfaction.

[00:13:07] Innovation keeps you relevant.

[00:16:02] Thriving entrepreneurship in the US.

[00:21:24] Entrepreneurship and risk management.

[00:25:23] The risk of business failure.

[00:27:14] Lessons from real-life examples.

[00:30:26] Generational philanthropy and community impact.

[00:36:35] Coaching tennis lessons.

[00:39:36] Surrounding yourself with the right people.

[00:43:34] Obligation without a commitment.

[00:46:37] Accessible financial planning technology.

[00:51:55] Trigger events and planning.

[00:54:39] Refreshing and reorienting oneself.

[00:56:23] Self-care and leadership advice.

 

Takeaways: 

“Money is probably easier to get and harder to keep than people realize."

"You have to be filled up yourself before you can possibly have an outflow for others."



Connect with Nick Stenger

Website: https://www.stengerfamilyoffice.com/

Linked-In: https://www.linkedin.com/in/nick-stenger/




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Thanks for tuning into today’s episode of The Holistic Approach to Wealth Management and Investing | Nick Stenger with your host, Coach Trent Clark. 

 

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