The Transformative Power of Peer Feedback in Wealth Management

This chapter explores the unique and intense portfolio defense process among a group of billionaires, where they present their financial strategies and investment health. Participants experience a mix of anxiety and growth as they receive honest feedback, leading to profound insights into their wealth management.

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Episode notes

Trey speaks with accomplished real estate entrepreneur, Michael Sonnenfeldt, about his experiences and takeaways from his private club, Tiger 21, as well as his early life achievements and other topics. Michael is also the author of the book, "Think Bigger: And 39 Other Winning Strategies from Successful Entrepreneurs."

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:46 - What Michael learned from achieving his dreams early in his thirties.

19:59 - What he’s learned from subsequent wins and losses.

36:16 - How it led him to found Tiger 21 and how he leverages surveys from the group to better understand the economy and preserving wealth.

55:14 - Michael’s personal views on recession risks, education, meditation.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Visit Tiger 21 Website.
Think Bigger Book.
Check out Michael Sonnenfeldt's Website.
Check out Trey Lockerbie's Twitter.

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