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S2Ep149: Protecting Wealth 101
Manage episode 381819143 series 2827196
المحتوى المقدم من Allan Draper. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Allan Draper أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
In episode #149, Allan chats with Ted Oakley. Ted founded Oxbow Advisors, an investing firm that specializes in advising high net worth clients. Topics include:
- Why investing balance is important for entrepreneurs (2:29)
- Exiting a cycle of only re-investing into ne’s company (4:35)
- The importance of liquidity (7:47)
- Economic expectations in the next 18 months (12:51)
- A healthy fear with successful investing (15:42)
- Advice to someone who just sold a business for $10mil (17:58)
- Considering an investor’s personality, along with financial figures (21:03)
- Where people can find Ted (24:12)
For the latest from Allan, give him a follow on Instagram!
https://www.instagram.com/realallandraper/
And check out his website at allandraper.com!
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