E073: How to Manage Your Wealth

00:00 Introduction 07:24 The Viral Tweet and Perspectives on Wealth Advisors 15:21 Promise 1: Control 16:14 Promise 2: Exclusive Access to Investment Opportunities 24:25 Promise 3: Access to Events 25:49 Promise 4: New Financial Instruments 26:48 Promise 5: Safety 27:15 Conclusion and Importance for Entrepreneurs 28:13 Borrowing Against Non-Liquid Assets: Benefits and Risks 31:34 The Controversy of Taxing Unrealized Capital Gains 39:17 The Importance of Having a Clear Sense of Purpose 44:03 The Need for Liquidity to Weather Economic Storms Operators Exclusive Slack: https://join.slack.com/t/9operators/shared_invite/zt-20pd2eq4n-UVM6oTQkdltEwLINwkCWIA Powered By: Fulfil.io. https://bit.ly/3pAp2vu The Only Cloud ERP Designed to Efficiently Scale 8 and 9-Figure Brands. Northbeam. https://www.northbeam.io/ Postscript. https://postscript.io/ Subscribe to The Marketing Operators Podcast here:https://www.youtube.com/@MarketingOperators Sign up to our weekly newsletter here: https://www.9operators.com/