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What the Ultra-Wealthy Know About Investing That You Don’t (Yet)

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Manage episode 483478986 series 3391742
Content provided by Leti and Kenji. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Leti and Kenji 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.

What do the ultra wealthy know about investing that most doctors and high-income earners don’t?

Are you stuck with 90-95% of your portfolio in stocks and bonds, feeling vulnerable when the market dips?

That’s the common trap many fall into—missing out on alternative investments that protect and grow wealth differently.

BY THE TIME YOU FINISH LISTENING, YOU’LL LEARN:

  • Why ultra high net worth individuals diversify heavily into alternative assets like real estate, private credit, and collectibles
  • How true diversification with uncorrelated assets can protect your wealth in volatile markets
  • The advantages of cash flow, control, and tax benefits that real estate investing offers over traditional stock market investing

RESOURCES + LINKS
Work w/ SRMD: HERE
Join our FREE Facebook Groups: HERE
FOLLOW + CONNECT
Connect with SRMD: Website | Instagram | Facebook
Liked this episode? Share it on social and tag me @semiretiredmd
Love the show? Leave a 5-star review and let me know!

  continue reading

136 episodes

Artwork
iconShare
 
Manage episode 483478986 series 3391742
Content provided by Leti and Kenji. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Leti and Kenji 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.

What do the ultra wealthy know about investing that most doctors and high-income earners don’t?

Are you stuck with 90-95% of your portfolio in stocks and bonds, feeling vulnerable when the market dips?

That’s the common trap many fall into—missing out on alternative investments that protect and grow wealth differently.

BY THE TIME YOU FINISH LISTENING, YOU’LL LEARN:

  • Why ultra high net worth individuals diversify heavily into alternative assets like real estate, private credit, and collectibles
  • How true diversification with uncorrelated assets can protect your wealth in volatile markets
  • The advantages of cash flow, control, and tax benefits that real estate investing offers over traditional stock market investing

RESOURCES + LINKS
Work w/ SRMD: HERE
Join our FREE Facebook Groups: HERE
FOLLOW + CONNECT
Connect with SRMD: Website | Instagram | Facebook
Liked this episode? Share it on social and tag me @semiretiredmd
Love the show? Leave a 5-star review and let me know!

  continue reading

136 episodes

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