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Secrets of the Super Rich - Episode 4 (A Best Practice That Can Benefit You)
- 2021/03/01
- 再生時間： 20 分
- ポッドキャスト
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サマリー
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あらすじ・解説
One of the smartest financial moves that individuals and families can make is to learn what strategies are being used by people who are wealthier than they are. By doing so, they can evaluate if they are in a position to benefit by adopting those same habits and best practices. On the fourth installment of Secrets of the Super Rich, Vince and Jeff dive into the best practices that extremely wealthy people are utilizing on a consistent basis. Timecodes: 01:10 - An overview on the topic of today's episode 02:15 - Stress testing is a best practice that is used regularly 03:45 - Why stress testing is used so frequently by the super rich 05:30 - Stress testing isn't a process that is reserved for only the super wealthy 07:00 - A stress test's process all depends on the degree of financial complexity 08:06 - Stress tests can find wealth management errors for all types of clients 09:45 - Examples of issues that arise from a result of a stress test 11:15 - Why does there tend to be more problems with wealth plans of non-super rich? 12:45 - Stress tests are a very eye-opening process 14:25 - You need to have a coordinated plan among those managing your wealth 16:00 - What people should be doing now to ensure their wealth is managed properly 17:40 - How to benefit from a free stress test with Vince's team Connect with Vince Annable: https://www.linkedin.com/in/vince-annable/ (LinkedIn) https://www.facebook.com/wsagaz (Facebook) https://www.vfoag.com/ (Website) https://www.youtube.com/user/WSAGLLC (YouTube)