The Challenges Of Wealth Holders: Facing Judgment and Finding Their Way
Podcast: The Challenges Of Wealth Holders – Facing Judgment and Finding Their Way
[00:01 – 12:38] What Wealth Counseling is
- It’s the personal interface between the individual and their wealth
- Why it’s important being able to take a chunk out of the person who can be around the issue of wealth
- Why there will be a surrounding of advisors where there’s a transfer of wealth
[12:54 – 19:46] What are the Common Threads
- Why inheritance, intergenerational wealth transfer and people selling business is a common thread
- Amanda’s basic tenet: Meaning, Purpose, and Structure
- Why we need to be multidimensional
[20:23 – 37:46] Working With Helping Someone
- Why wealth doesn’t define you
- Why it takes a lot of soul searching about what you want to do
- Why always remaining in your integrity is essential
[37:47 – 39:05] Closing Segment
Amanda’s LinkedIn: https://www.linkedin.com/in/amanda-falkson-1045442/?originalSubdomain=uk
Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/
Real estate syndications are one of the best ways to access the full tax benefits of real estate ownership while still investing passively.
Jeff Strese is an Organizational Development Consultant and Executive Coach focusing on multi-generational family enterprises, corporations, and mission-driven nonprofit organizations.
David Mandel is an emerging tech Super-Angel Investor and managing partner of Emerging Ventures Capital. He has invested in over 500 startups.
Billy Keels is the founder of First Generation Capital Partners. He grew up knowing nothing about investing and challenged himself to learn everything.
A real estate private equity firm that owns and operates high quality multi-tenant office assets in emerging secondary markets.
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