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Navigating Financial Risk: Insights from Chris Bellchamber

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Manage episode 487236214 series 2981977
Content provided by qpcsecurity. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by qpcsecurity or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this engaging episode of Breakfast Bytes, host Felicia King invites wealth manager and seasoned investment specialist Chris Belchamber to share his 41 years of industry insight. Dive into a rich narrative exploring risk management from two unique perspectives: technology and finance. As Chris unveils his journey towards shaping informed risk takers, listeners are guided through his groundbreaking efforts in establishing clear success benchmarks while unveiling tips on tax efficiency and strategic asset management.

Chris reveals the practical steps he's taking in democratizing financial clarity, from publishing his insightful book, "Invest Like the Best," to launching informative online platforms for both comprehensive financial guidance and free educational resources. As the narrative unfolds, learn about Chris's diverse strategies—from using sophisticated tools like the Calmar Ratio in investment analysis to collaborating with global professionals for unparalleled estate planning advice.

https://chris-belchamber.com/

This episode is the latest in our series on risk management practices. Chris' expertise blends risk management and wealth preservation. He offers sage advice on evaluating investment advisors effectively.

  continue reading

97 episodes

Artwork
iconShare
 
Manage episode 487236214 series 2981977
Content provided by qpcsecurity. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by qpcsecurity or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this engaging episode of Breakfast Bytes, host Felicia King invites wealth manager and seasoned investment specialist Chris Belchamber to share his 41 years of industry insight. Dive into a rich narrative exploring risk management from two unique perspectives: technology and finance. As Chris unveils his journey towards shaping informed risk takers, listeners are guided through his groundbreaking efforts in establishing clear success benchmarks while unveiling tips on tax efficiency and strategic asset management.

Chris reveals the practical steps he's taking in democratizing financial clarity, from publishing his insightful book, "Invest Like the Best," to launching informative online platforms for both comprehensive financial guidance and free educational resources. As the narrative unfolds, learn about Chris's diverse strategies—from using sophisticated tools like the Calmar Ratio in investment analysis to collaborating with global professionals for unparalleled estate planning advice.

https://chris-belchamber.com/

This episode is the latest in our series on risk management practices. Chris' expertise blends risk management and wealth preservation. He offers sage advice on evaluating investment advisors effectively.

  continue reading

97 episodes

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