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The Essentials of Wealth and Risk Management | AWM Insights #170
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The concept of “making it” or crossing the finish line in your Wealth journey is like the tooth fairy. It would be awesome if it existed, but it doesn’t.
Preserving your wealth is a full-time job, and if done well, it’s a job that will be carried out past your lifetime. Working with a financial “Quarterback” helps your wealth grow and protects you from the unnecessary and avoidable risks that can erode your wealth.
Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network.
Episode Highlights
- 0:00 Intro
- 0:31 What are the risks that can destroy your wealth?
- 3:16 Why not all kinds of risks are bad
- 3:45 The importance of Estate Planning and Family Dynamics
- 7:05 The Importance of Liability Planning
- 8:25 Death and disability planning
- 10:00 The importance of having a financial “Quarterback”
- 11:33 Text us!
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