The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Content provided by Jace Mattinson and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jace Mattinson and CPA 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://podcastplayer.com/legal.
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421: Net Worth Of $10M - Beyond Borders, Beyond Millions: A Deep Dive Into One Expats Global Wealth Strategy
Manage episode 498235159 series 1922999
Content provided by Jace Mattinson and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jace Mattinson and CPA 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://podcastplayer.com/legal.
Summary
In this episode, Adam shares his unique journey as an expat entrepreneur, discussing his investment strategies, asset allocation, and the importance of maintaining liquidity in his financial portfolio. He has a net worth of $10+ million with most of it in his business. He reflects on the challenges and rewards of running a business, the significance of cash management, and the lessons learned from navigating investments in various countries. Adam emphasizes the value of experiences over material possessions and the importance of surrounding oneself with positive influences. He concludes with insights on entrepreneurship and the realities of growth in business.
Takeaways
- Adam has lived overseas for 14 years, gaining a unique perspective on wealth.
- He focuses on helping expats and high-net-worth individuals with investments and wealth protection.
- His net worth is in the eight-figure range, primarily in company valuations and liquid assets.
- Adam prefers liquid assets over real estate due to tax disadvantages abroad.
- He believes cash should be seen as an opportunity for acquisitions rather than a long-term hold.
- Having cash on hand is crucial for business owners to seize unexpected opportunities.
- Investment strategies should adapt to changing economic conditions and personal circumstances.
- Travel and experiences provide lasting value compared to material possessions.
- Surrounding oneself with positive influences is essential for personal and professional growth.
- Entrepreneurship often requires patience and resilience, with success not always being linear.
421 episodes
Share
Manage episode 498235159 series 1922999
Content provided by Jace Mattinson and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jace Mattinson and CPA 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://podcastplayer.com/legal.
Summary
In this episode, Adam shares his unique journey as an expat entrepreneur, discussing his investment strategies, asset allocation, and the importance of maintaining liquidity in his financial portfolio. He has a net worth of $10+ million with most of it in his business. He reflects on the challenges and rewards of running a business, the significance of cash management, and the lessons learned from navigating investments in various countries. Adam emphasizes the value of experiences over material possessions and the importance of surrounding oneself with positive influences. He concludes with insights on entrepreneurship and the realities of growth in business.
Takeaways
- Adam has lived overseas for 14 years, gaining a unique perspective on wealth.
- He focuses on helping expats and high-net-worth individuals with investments and wealth protection.
- His net worth is in the eight-figure range, primarily in company valuations and liquid assets.
- Adam prefers liquid assets over real estate due to tax disadvantages abroad.
- He believes cash should be seen as an opportunity for acquisitions rather than a long-term hold.
- Having cash on hand is crucial for business owners to seize unexpected opportunities.
- Investment strategies should adapt to changing economic conditions and personal circumstances.
- Travel and experiences provide lasting value compared to material possessions.
- Surrounding oneself with positive influences is essential for personal and professional growth.
- Entrepreneurship often requires patience and resilience, with success not always being linear.
421 episodes
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Similar to Millionaires Unveiled
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
…
continue reading
How can business help solve society’s biggest challenges? Welcome to Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. Hosts Femi Oke and Lizzie O’Leary talk to industry innovators, tech trailblazers and visionary leaders from around the globe about timely topics: from the climate transition to AI and data; and from the future of food to how we build, move and power the world.
…
continue reading
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show note ...
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews.
…
continue reading
Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
…
continue reading
Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
…
continue reading
In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
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…
continue reading
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